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SteelPeak Wealth, LLC Portfolio
$4B across 500 positions as of 2026-09-30, with 34% of it in the ten largest. 4 quarters on file.
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 | $281.3M | 7.0% | 844,670 |
| NVDANVIDIA Corp | $253.8M | 6.3% | 1,110,168 |
| AMZNAmazon.com Inc | $139.8M | 3.5% | 561,153 |
| GOOGLAlphabet Inc | $118.5M | 2.9% | 344,425 |
| QQQInvesco QQQ Trust, Series 1 | $108.9M | 2.7% | 147,039 |
| IVViShares Core S&P 500 ETF | $108.2M | 2.7% | 141,253 |
| SPYState Street SPDR S&P 500 ETF Trust | $101.7M | 2.5% | 133,090 |
| TSLATesla Inc | $98.4M | 2.4% | 277,241 |
| MSFTMicrosoft Corp | $83.8M | 2.1% | 163,302 |
| METAMeta Platforms Inc | $83.7M | 2.1% | 115,390 |
| AMDAdvanced Micro Devices Inc | $82M | 2.0% | 134,112 |
| MUMicron Technology Inc | $73.4M | 1.8% | 68,919 |
| INTCIntel Corp | $63M | 1.6% | 523,665 |
| AVGOBroadcom Inc | $58.4M | 1.5% | 166,331 |
| IUSBiShares Core Total USD Bond Market ETF | $56.9M | 1.4% | 1,291,212 |
| MRVLMarvell Technology Inc | $54.6M | 1.4% | 206,534 |
| AMGNAmgen Inc | $50.6M | 1.3% | 120,157 |
| CSCOCisco Systems Inc | $45M | 1.1% | 418,477 |
| AMATApplied Materials Inc | $42.6M | 1.1% | 83,245 |
| PANWPalo Alto Networks Inc | $39.3M | 1.0% | 98,873 |
| LRCXLam Research Corp | $37.7M | 0.9% | 114,672 |
| NFLXNetflix Inc | $37.6M | 0.9% | 540,855 |
| GOOGAlphabet Inc | $35M | 0.9% | 102,753 |
| IVWiShares S&P 500 Growth ETF | $35M | 0.9% | 245,756 |
| PLTRPalantir Technologies Inc | $34.2M | 0.8% | 182,621 |
| IWMiShares Russell 2000 Index Fund | $33.4M | 0.8% | 120,312 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $32.4M | 0.8% | 467,923 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $32.1M | 0.8% | 62,940 |
| NVDANVIDIA Corpcall | $28.3M | 0.7% | 124,100 |
| TXNTexas Instruments Inc | $27.7M | 0.7% | 98,949 |
| IVEiShares S&P 500 Value ETF | $27.4M | 0.7% | 120,154 |
| QCOMQualcomm Inc | $26.6M | 0.7% | 144,791 |
| KLACKLA Corp | $26.2M | 0.7% | 134,252 |
| FTECFIDELITY COVINGTON TRUST | $25.7M | 0.6% | 85,540 |
| MTUMiShares MSCI USA Momentum Factor ETF | $23.8M | 0.6% | 75,144 |
| IEMGiShares Core MSCI Emerging Markets ETF | $23.2M | 0.6% | 285,456 |
| JPMJPMorgan Chase & Co | $22.9M | 0.6% | 69,270 |
| SPCXSpace Exploration Technologies Corp | $22.6M | 0.6% | 149,700 |
| GOVTiShares U.S. Treasury Bond ETF | $21M | 0.5% | 959,390 |
| VGTVanguard Information Tech ETF | $20M | 0.5% | 158,861 |
| RIORio Tinto PLC | $18M | 0.4% | 191,198 |
| SNDKSandisk Corp | $17.9M | 0.4% | 10,296 |
| IBMInternational Business Machines Corp | $17.4M | 0.4% | 79,239 |
| MBBiShares MBS ETF | $17.3M | 0.4% | 192,869 |
| EFAiShares MSCI EAFE ETF | $17.1M | 0.4% | 164,738 |
| UNHUnitedHealth Group Inc | $16.8M | 0.4% | 45,834 |
| BAIiShares A.I. Innovation and Tech Active ETF | $16.8M | 0.4% | 355,106 |
| EFGiShares MSCI EAFE Growth ETF | $16.6M | 0.4% | 138,944 |
| PGProcter & Gamble Co | $16.6M | 0.4% | 114,235 |
| VTIVanguard Total Stock Market ETF | $15.9M | 0.4% | 42,458 |
| MSTRStrategy Inccall | $15.8M | 0.4% | 103,000 |
| ASTHAstrana Health Inc | $15.5M | 0.4% | 435,144 |
| KOCoca-Cola Co | $15.4M | 0.4% | 177,528 |
| HDHome Depot Inc | $15.3M | 0.4% | 53,803 |
| COSTCostco Wholesale Corp | $15.2M | 0.4% | 16,664 |
| EEMiShares MSCI Emerging Index Fund | $14.9M | 0.4% | 223,558 |
| BRK.BBerkshire Hathaway Inc | $14.2M | 0.4% | 28,566 |
| CVXChevron Corp | $14M | 0.3% | 68,729 |
| HDViShares Core High Dividend ETF | $13.7M | 0.3% | 489,165 |
| BLACKROCK ETF TRUST | $13M | 0.3% | 265,476 |
| MPCMarathon Petroleum Corp | $12.9M | 0.3% | 32,723 |
| SSGA ACTIVE TR | $12.7M | 0.3% | 444,011 |
| SOXXiShares Semiconductor ETF | $12.7M | 0.3% | 22,291 |
| SCHVSchwab U.S. Large-Cap Value ETF | $12.6M | 0.3% | 378,051 |
| IBITiShares Bitcoin Trust ETF | $12.5M | 0.3% | 264,685 |
| BLACKROCK ETF TRUST | $12.2M | 0.3% | 334,252 |
| MRKMerck & Co Inc | $12.1M | 0.3% | 82,581 |
| TLHiShares 10-20 Year Treasury Bond ETF | $12.1M | 0.3% | 130,902 |
| XLKState Street Technology Select Sector SPDR ETF | $12M | 0.3% | 61,151 |
| CATCaterpillar Inc | $11.9M | 0.3% | 14,637 |
| BLACKROCK ETF TRUST | $11.7M | 0.3% | 375,062 |
| TSLATesla Incput — a bet against | $11.7M | 0.3% | 33,000 |
| VVisa Inc | $11.7M | 0.3% | 32,481 |
| BINCiShares Flexible Income Active ETF | $11.3M | 0.3% | 221,836 |
| WFCWells Fargo & Co | $11.2M | 0.3% | 140,372 |
| CCitigroup Inc | $11.2M | 0.3% | 86,765 |
| MCDMcDonald's Corp | $11.2M | 0.3% | 48,476 |
| GSGoldman Sachs Group Inc | $11.1M | 0.3% | 12,359 |
| LLYEli Lilly and Co | $11M | 0.3% | 9,541 |
| BLACKROCK ETF TRUST | $10.9M | 0.3% | 366,066 |
| VZVerizon Communications Inc | $10.9M | 0.3% | 237,870 |
| NIAGEN BIOSCIENCE INC | $10.4M | 0.3% | 3,577,435 |
| MAMastercard Inc | $10.3M | 0.3% | 18,752 |
| QUALiShares MSCI USA Quality Factor ETF | $10.1M | 0.3% | 45,525 |
| HONHoneywell International Inc | $10M | 0.2% | 47,317 |
| THROiShares U.S. Thematic Rotation Active ETF | $9.9M | 0.2% | 224,281 |
| JNJJohnson & Johnson | $9.7M | 0.2% | 36,704 |
| VOOVanguard S&P 500 ETF | $9.7M | 0.2% | 13,835 |
| ABBVAbbVie Inc | $9.7M | 0.2% | 36,971 |
| DELLDell Technologies Inc | $9.6M | 0.2% | 17,753 |
| EFViShares MSCI EAFE Value ETF | $9.3M | 0.2% | 117,134 |
| ISDPGIM High Yield Bond Fund Inc | $9.1M | 0.2% | 774,323 |
| TSLATesla Inccall | $9M | 0.2% | 25,300 |
| TRVTravelers Companies Inc | $8.7M | 0.2% | 24,349 |
| BLACKROCK ETF TRUST II | $8.6M | 0.2% | 171,861 |
| XOMExxonmobil Holdings Corp | $8.4M | 0.2% | 51,639 |
| CRWDCrowdStrike Holdings Inc | $8.3M | 0.2% | 31,424 |
| XLFState Street Financial Select Sector SPDR ETF | $8.3M | 0.2% | 155,711 |
| MMM3M Co | $7.8M | 0.2% | 47,782 |
| UBERUber Technologies Inc | $7.8M | 0.2% | 113,987 |
| CRMSalesforce Inc | $7.8M | 0.2% | 33,750 |
| T ROWE PRICE EXCHANGE-TRADED | $7.7M | 0.2% | 153,245 |
| PFEPfizer Inc | $7.7M | 0.2% | 269,029 |
| VRTVertiv Holdings Co | $7.3M | 0.2% | 30,382 |
| SPYISHP ETF Trust NEOS S&P 500 High Income ETF | $7M | 0.2% | 132,236 |
| MUMicron Technology Inccall | $7M | 0.2% | 6,600 |
| NVDANVIDIA Corpput — a bet against | $6.9M | 0.2% | 30,000 |
| NKENike Inc | $6.6M | 0.2% | 184,412 |
| BACBank of America Corp | $6.5M | 0.2% | 119,793 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $6.5M | 0.2% | 80,310 |
| COPConocoPhillips | $6.4M | 0.2% | 51,094 |
| WDCWestern Digital Corp | $6.3M | 0.2% | 13,882 |
| XLBMaterials Select Sector SPDR | $6.2M | 0.2% | 127,492 |
| GOOGLAlphabet Inccall | $6M | 0.1% | 17,500 |
| MOAltria Group Inc | $6M | 0.1% | 87,984 |
| SPMOInvesco S&P 500 Momentum ETF | $6M | 0.1% | 39,397 |
| SHOPShopify Inc | $6M | 0.1% | 40,124 |
| PBTPermian Basin Royalty Trust Common Stock | $5.9M | 0.1% | 187,971 |
| FCXFreeport-McMoRan Inc | $5.9M | 0.1% | 84,007 |
| WMTWalmart Inc | $5.8M | 0.1% | 56,164 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $5.7M | 0.1% | 12,595 |
| VUGVanguard Growth ETF | $5.7M | 0.1% | 63,403 |
| TFLOiShares Treasury Floating Rate Bond ETF | $5.7M | 0.1% | 112,425 |
| BHPBHP Group Ltd | $5.6M | 0.1% | 66,096 |
| XLVState Street Health Care Select Sector SPDR ETF | $5.6M | 0.1% | 33,275 |
| GEVGE Vernova Inc | $5.6M | 0.1% | 5,849 |
| FDXFedEx Corp | $5.5M | 0.1% | 19,370 |
| VEAVanguard FTSE Developed Markets ETF | $5.5M | 0.1% | 78,291 |
| TQQQProShares UltraPro QQQ | $5.5M | 0.1% | 70,549 |
| NEENextera Energy Inc | $5.5M | 0.1% | 72,546 |
| ACWIiShares MSCI ACWI ETF | $5.3M | 0.1% | 33,212 |
| TIDAL TRUST I | $5.2M | 0.1% | 188,177 |
| ISRGIntuitive Surgical Inc | $5.1M | 0.1% | 12,535 |
| SPLVInvesco S&P 500 Low Volatility ETF | $5M | 0.1% | 71,008 |
| AGGiShares Core U.S. Aggregate Bond ETF | $5M | 0.1% | 52,922 |
| PROSHARES TR | $5M | 0.1% | 52,049 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $4.9M | 0.1% | 62,126 |
| SYFSynchrony Financial | $4.8M | 0.1% | 68,294 |
| MTBM&T Bank Corp | $4.8M | 0.1% | 22,225 |
| PMPhilip Morris International Inc | $4.8M | 0.1% | 25,082 |
| TAT&T Inc | $4.8M | 0.1% | 194,834 |
| AFLAflac Inc | $4.6M | 0.1% | 41,413 |
| VLOValero Energy Corp | $4.6M | 0.1% | 11,861 |
| IEFAiShares Core MSCI EAFE ETF | $4.6M | 0.1% | 47,422 |
| EBAYeBay Inc | $4.5M | 0.1% | 42,754 |
| AOAiShares Core Aggressive Allocation Fund | $4.5M | 0.1% | 45,999 |
| ISHARES TR | $4.4M | 0.1% | 52,134 |
| VLUEiShares MSCI USA Value Factor ETF | $4.4M | 0.1% | 22,073 |
| BEBloom Energy Corp | $4.3M | 0.1% | 15,664 |
| MSMorgan Stanley | $4.3M | 0.1% | 22,874 |
| SPGIS&P Global Inc | $4.3M | 0.1% | 10,824 |
| BBYBest Buy Co Inc | $4.3M | 0.1% | 47,690 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $4.2M | 0.1% | 167,109 |
| LUVSouthwest Airlines Co | $4.2M | 0.1% | 100,917 |
| CFCF Industries Holdings Inc | $4.2M | 0.1% | 36,460 |
| SBUXStarbucks Corp | $4.1M | 0.1% | 44,123 |
| PWRQuanta Services Inc | $4M | 0.1% | 6,268 |
| EXPDExpeditors International of Washington Inc | $4M | 0.1% | 21,476 |
| ANETArista Networks Inc | $4M | 0.1% | 19,405 |
| AERCAP HOLDINGS NV | $3.9M | 0.1% | 27,464 |
| IXUSiShares Core MSCI Total International Stock ETF | $3.9M | 0.1% | 41,373 |
| JOHNSON CONTROLS INTERNATION | $3.9M | 0.1% | 25,903 |
| SIMPLIFY EXCHANGE TRADED FUN | $3.8M | 0.1% | 165,852 |
| RSPInvesco S&P 500 Equal Weight ETF | $3.8M | 0.1% | 18,400 |
| NEMNewmont Corporation | $3.8M | 0.1% | 33,174 |
| MCKMcKesson Corp | $3.8M | 0.1% | 4,394 |
| AMZNAmazon.com Inccall | $3.7M | 0.1% | 15,000 |
| FOXAFox Corp | $3.7M | 0.1% | 59,543 |
| QQQInvesco QQQ Trust, Series 1put — a bet against | $3.7M | 0.1% | 5,000 |
| KRKroger Co | $3.7M | 0.1% | 62,763 |
| TURN THERAPEUTICS INC | $3.6M | 0.1% | 251,275 |
| PYPLPayPal Holdings Inc | $3.6M | 0.1% | 68,342 |
| AMLPAlerian MLP ETF | $3.6M | 0.1% | 68,667 |
| DHID.R. Horton Inc | $3.5M | 0.1% | 25,811 |
| NETCloudflare Inc | $3.5M | 0.1% | 10,098 |
| AIGAmerican International Group Inc | $3.5M | 0.1% | 46,792 |
| DIREXION SHARES ETF TRUST | $3.4M | 0.1% | 23,270 |
| GOOGAlphabet Inccall | $3.4M | 0.1% | 10,000 |
| WELLWelltower Inc | $3.4M | 0.1% | 14,626 |
| FIXComfort Systems USA Inc | $3.4M | 0.1% | 2,031 |
| CLSCelestica Inc | $3.3M | 0.1% | 9,246 |
| CARRCarrier Global Corp | $3.3M | 0.1% | 59,460 |
| FNDXSchwab Fundamental US Large Company Index ETF | $3.1M | 0.1% | 97,978 |
| VTRVentas Inc | $3.1M | 0.1% | 35,949 |
| AEPAmerican Electric Power Company Inc | $3.1M | 0.1% | 25,762 |
| CHUBB LIMITED | $3M | 0.1% | 9,291 |
| PSXPhillips 66 | $3M | 0.1% | 11,828 |
| HOWARD HUGHES HOLDINGS INC | $3M | 0.1% | 40,150 |
| NEOS ETF TRUST | $2.9M | 0.1% | 53,067 |
| GLGlobe Life Inc | $2.9M | 0.1% | 17,639 |
| DUOLDuolingo Inc | $2.9M | 0.1% | 20,059 |
| ATI INC | $2.8M | 0.1% | 14,886 |
| VTVVanguard Value ETF | $2.8M | 0.1% | 13,000 |
| TRGPTarga Resources Corp | $2.8M | 0.1% | 10,226 |
| IM GLOBAL PARTNER FUNDS | $2.7M | 0.1% | 84,530 |
| HWMHowmet Aerospace Inc | $2.7M | 0.1% | 12,070 |
| TWO RDS SHARED TR | $2.7M | 0.1% | 58,488 |
| DKSDICK'S Sporting Goods Inccall | $2.7M | 0.1% | 20,000 |
| SMHVanEck Semiconductor ETF | $2.7M | 0.1% | 4,398 |
| PEPPepsiCo Inc | $2.7M | 0.1% | 21,096 |
| CMICummins Inc | $2.6M | 0.1% | 5,117 |
| TECHNIPFMC PLC | $2.6M | 0.1% | 38,849 |
| EATON CORP PLC | $2.6M | 0.1% | 6,115 |
| SIMPLIFY EXCHANGE TRADED FUN | $2.6M | 0.1% | 138,548 |
| MUBiShares National Muni Bond ETF | $2.6M | 0.1% | 25,715 |
| WWDWoodward Inc | $2.6M | 0.1% | 7,844 |
| PCGPG&E Corp | $2.6M | 0.1% | 209,515 |
| XLEState Street Energy Select Sector SPDR ETF | $2.6M | 0.1% | 41,514 |
| SEAGATE TECHNOLOGY HLDNGS PL | $2.5M | 0.1% | 2,735 |
| CRSCarpenter Technology Corp | $2.5M | 0.1% | 6,410 |
| SPHDInvesco S&P 500 High Dividend Low Volatility ETF | $2.5M | 0.1% | 51,708 |
| NOWServiceNow Inc | $2.5M | 0.1% | 18,571 |
| INVESCO EXCH TRD SLF IDX FD | $2.5M | 0.1% | 35,591 |
| ISHARES GOLD TRUST MICRO | $2.5M | 0.1% | 59,742 |
| PLDPrologis Inc | $2.5M | 0.1% | 18,895 |
| CVSCVS Health Corp | $2.4M | 0.1% | 28,373 |
| SCHBSchwab U.S. Broad Market ETF | $2.4M | 0.1% | 82,851 |
| BABoeing Co | $2.4M | 0.1% | 13,006 |
| VEGASHARES ETF TRUS | $2.4M | 0.1% | 100,411 |
| MNSTMonster Beverage Corp | $2.4M | 0.1% | 57,569 |
| PULSPGIM Ultra Short Bond ETF | $2.3M | 0.1% | 45,537 |
| METAMeta Platforms Inccall | $2.2M | 0.1% | 3,100 |
| GLDSPDR Gold Shares | $2.2M | 0.1% | 5,805 |
| ORCLOracle Corp | $2.2M | 0.1% | 16,093 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $2.2M | 0.1% | 35,186 |
| AGXArgan Inc | $2.1M | 0.1% | 5,686 |
| AAPLApple Inccall | $2.1M | 0.1% | 6,300 |
| VTEBVanguard Tax-Exempt Bond ETF | $2.1M | 0.1% | 43,488 |
| ISHARES TR | $2M | 0.1% | 37,865 |
| JEPIJPMorgan Equity Premium Income ETF | $2M | 0.1% | 36,197 |
| SPOTIFY TECHNOLOGY S A | $2M | 0.0% | 4,093 |
| NTRANatera Inc | $2M | 0.0% | 4,767 |
| MELIMercadoLibre Inc | $2M | 0.0% | 1,134 |
| MSFTMicrosoft Corpcall | $1.9M | 0.0% | 3,800 |
| VICIVICI Properties Inc | $1.9M | 0.0% | 81,970 |
| EA SERIES TRUST | $1.9M | 0.0% | 27,377 |
| GEGeneral Electric Co | $1.9M | 0.0% | 6,048 |
| SIMPLIFY EXCHANGE TRADED FUN | $1.9M | 0.0% | 74,269 |
| RDDTReddit Inc | $1.9M | 0.0% | 13,201 |
| MRVLMarvell Technology Incput — a bet against | $1.8M | 0.0% | 7,000 |
| SUBiShares Short-Term National Muni Bond ETF | $1.8M | 0.0% | 17,586 |
| FLOTiShares Floating Rate Bond ETF | $1.8M | 0.0% | 35,534 |
| ISHARES U S ETF TR | $1.8M | 0.0% | 28,475 |
| SCHFSchwab International Equity ETF | $1.8M | 0.0% | 65,376 |
| PZAInvesco National AMT-Free Municipal Bond ETFo | $1.8M | 0.0% | 82,756 |
| FCNCAFirst Citizens BancShares Inc (Delaware) | $1.8M | 0.0% | 859 |
| RADNET INC | $1.7M | 0.0% | 25,251 |
| APPApplovin Corp | $1.7M | 0.0% | 5,972 |
| RTXRTX Corp | $1.7M | 0.0% | 9,325 |
| ROUNDHILL ETF TRUST | $1.7M | 0.0% | 28,118 |
| UALUnited Airlines Holdings Inc | $1.7M | 0.0% | 15,215 |
| SPDR SERIES TRUST | $1.7M | 0.0% | 27,308 |
| NOCNorthrop Grumman Corp | $1.7M | 0.0% | 3,452 |
| ASML HLDG NV | $1.6M | 0.0% | 906 |
| MARMarriott International Inc | $1.6M | 0.0% | 4,551 |
| SHMState Street SPDR Nuveen ICE Short Term Municipal Bond ETF | $1.6M | 0.0% | 34,656 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $1.6M | 0.0% | 31,358 |
| NEBIUS GROUP N.V. | $1.6M | 0.0% | 6,696 |
| EWJiShares MSCI Japan Index Fund | $1.6M | 0.0% | 15,905 |
| EA SERIES TRUST | $1.5M | 0.0% | 36,356 |
| INVESCO EXCH TRADED FD TR II | $1.5M | 0.0% | 69,240 |
| REVOLUTION MEDICINES INC | $1.5M | 0.0% | 7,403 |
| JMUBJPMorgan Municipal ETF | $1.5M | 0.0% | 31,908 |
| IBBiShares Nasdaq Biotechnology Index Fund | $1.5M | 0.0% | 7,208 |
| CGMUCapital Group Municipal Income ETF | $1.5M | 0.0% | 58,383 |
| KMBKimberly-Clark Corp | $1.5M | 0.0% | 15,395 |
| SGOViShares 0-3 Month Treasury Bond ETF | $1.5M | 0.0% | 15,024 |
| BRK.ABerkshire Hathaway Inc | $1.5M | 0.0% | 2 |
| VBVanguard Small-Cap ETF | $1.5M | 0.0% | 5,240 |
| GBTCGrayscale Bitcoin Trust (Btc) | $1.5M | 0.0% | 23,071 |
| CAPITAL GROUP INTERNATIONAL | $1.5M | 0.0% | 41,117 |
| ARLPAlliance Resource Partners LP | $1.5M | 0.0% | 61,111 |
| AIQGlobal X Artificial Intelligence & Technology ETF | $1.5M | 0.0% | 22,660 |
| IREN LIMITED | $1.5M | 0.0% | 36,056 |
| FNDFSchwab Fundamental International Equity ETF | $1.5M | 0.0% | 27,072 |
| GARMIN LTD | $1.4M | 0.0% | 5,051 |
| DISWalt Disney Co | $1.4M | 0.0% | 13,786 |
| SCZiShares MSCI EAFE Small-Cap ETF | $1.4M | 0.0% | 17,069 |
| BXBlackstone Inc | $1.4M | 0.0% | 12,845 |
| GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $1.4M | 0.0% | 9,883 |
| ISHARES TR | $1.4M | 0.0% | 57,886 |
| STIPiShares 0-5 Year TIPS Bond ETF | $1.4M | 0.0% | 14,257 |
| FSLRFirst Solar Inc | $1.4M | 0.0% | 8,000 |
| WMWaste Management Inc | $1.4M | 0.0% | 6,868 |
| AVAVAeroVironment Inc | $1.4M | 0.0% | 9,821 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $1.4M | 0.0% | 31,351 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $1.4M | 0.0% | 15,111 |
| EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | $1.4M | 0.0% | 15,153 |
| GOOGAlphabet Incput — a bet against | $1.4M | 0.0% | 4,000 |
| FLEX LTD | $1.4M | 0.0% | 12,357 |
| TIDAL TRUST II | $1.3M | 0.0% | 67,580 |
| VOVanguard Mid-Cap ETF | $1.3M | 0.0% | 16,699 |
| WISDOMTREE TR | $1.3M | 0.0% | 20,248 |
| TIDAL TRUST II | $1.3M | 0.0% | 71,847 |
| CEGConstellation Energy Corp | $1.3M | 0.0% | 5,023 |
| AMPHASTAR PHARMACEUTICALS IN | $1.3M | 0.0% | 48,708 |
| PROSHARES TR | $1.2M | 0.0% | 17,760 |
| SIMPLIFY EXCHANGE TRADED FUN | $1.2M | 0.0% | 26,321 |
| ELBIT SYS LTD | $1.2M | 0.0% | 1,785 |
| HOODRobinhood Markets Inc | $1.2M | 0.0% | 10,809 |
| ONEQFidelity Nasdaq Composite Index ETF | $1.2M | 0.0% | 11,455 |
| INNOVATOR ETFS TRUST | $1.2M | 0.0% | 35,064 |
| PIMCO ETF TR | $1.2M | 0.0% | 26,487 |
| PRUPrudential Financial Inc | $1.2M | 0.0% | 10,491 |
| TWSTTwist Bioscience Corp | $1.2M | 0.0% | 6,143 |
| PAVEGlobal X Funds Global X U.S. Infrastructure Development ETF | $1.2M | 0.0% | 21,984 |
| KRANESHARES TRUST | $1.1M | 0.0% | 36,417 |
| JPSTJPMorgan Ultra-Short Income ETF | $1.1M | 0.0% | 22,434 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $1.1M | 0.0% | 22,784 |
| SNOWSnowflake Inc | $1.1M | 0.0% | 3,273 |
| MDYSPDR MidCap Trust Series I | $1.1M | 0.0% | 1,687 |
| CREDO TECHNOLOGY GROUP HOLDI | $1.1M | 0.0% | 5,689 |
| URIUnited Rentals Inc | $1M | 0.0% | 1,032 |
| UNPUnion Pacific Corp | $1M | 0.0% | 3,790 |
| VANGUARD MALVERN FDS | $1M | 0.0% | 20,740 |
| BENFranklin Resources Inc | $969K | 0.0% | 29,861 |
| FIDELITY COVINGTON TRUST | $968.7K | 0.0% | 25,000 |
| DFIVDimensional International Value ETF | $958.2K | 0.0% | 17,154 |
| CREDICORP LTD | $957.3K | 0.0% | 2,520 |
| DOCHealthpeak Properties Inc | $955.7K | 0.0% | 47,856 |
| EWEdwards Lifesciences Corp | $953K | 0.0% | 11,040 |
| SIMPLIFY EXCHANGE TRADED FUN | $937.6K | 0.0% | 46,487 |
| SIMPLIFY EXCHANGE TRADED FUN | $937K | 0.0% | 37,584 |
| PAASPan American Silver Corp | $929.4K | 0.0% | 20,422 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $928.9K | 0.0% | 9,239 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $928.1K | 0.0% | 25,069 |
| OKEONEOK Inc | $925.1K | 0.0% | 10,849 |
| MCDMcDonald's Corpcall | $923.8K | 0.0% | 4,000 |
| SIMPLIFY EXCHANGE TRADED FUN | $921.5K | 0.0% | 36,087 |
| STUBHUB HLDGS INC | $897.5K | 0.0% | 160,835 |
| KHCKraft Heinz Co | $897.1K | 0.0% | 39,484 |
| GISGeneral Mills Inc | $896.6K | 0.0% | 27,880 |
| HOODRobinhood Markets Inccall | $888.8K | 0.0% | 7,900 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $872.1K | 0.0% | 8,535 |
| IEFiShares 7-10 Year Treasury Bond ETF | $871.5K | 0.0% | 9,758 |
| AMCOR PLC | $844.1K | 0.0% | 20,164 |
| MSTRStrategy Inc | $841.2K | 0.0% | 5,495 |
| JAAAJanus Henderson AAA CLO ETF | $827.5K | 0.0% | 16,331 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $826.5K | 0.0% | 16,462 |
| SLGSL Green Realty Corp | $822.3K | 0.0% | 16,600 |
| TDGTransDigm Group Inc | $816.3K | 0.0% | 754 |
| COINCoinbase Global Inc | $810.2K | 0.0% | 4,346 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $802.1K | 0.0% | 8,937 |
| INNOVATOR ETFS TRUST | $799.2K | 0.0% | 18,850 |
| INNOVATOR ETFS TRUST | $797.3K | 0.0% | 18,472 |
| INNOVATOR ETFS TRUST | $797K | 0.0% | 22,201 |
| INNOVATOR ETFS TRUST | $796.2K | 0.0% | 18,531 |
| INNOVATOR ETFS TRUST | $795.4K | 0.0% | 18,575 |
| INNOVATOR ETFS TRUST | $793.5K | 0.0% | 19,176 |
| INNOVATOR ETFS TRUST | $793K | 0.0% | 20,453 |
| INNOVATOR ETFS TRUST | $792.2K | 0.0% | 20,051 |
| INNOVATOR ETFS TRUST | $791.8K | 0.0% | 17,065 |
| INNOVATOR ETFS TRUST | $789.5K | 0.0% | 18,784 |
| INNOVATOR ETFS TRUST | $787.6K | 0.0% | 20,119 |
| RRyder System Inc | $786.2K | 0.0% | 3,450 |
| INTUIntuit Inc | $776.9K | 0.0% | 2,818 |
| INNOVATOR ETFS TRUST | $775.9K | 0.0% | 18,765 |
| TIDAL TRUST II | $775.7K | 0.0% | 21,881 |
| XLIState Street Industrial Select Sector SPDR ETF | $771.6K | 0.0% | 4,621 |
| JBGSJBG SMITH Properties | $768.8K | 0.0% | 76,575 |
| MPLXMPLX LP | $767.4K | 0.0% | 13,626 |
| VXUSVanguard Total International Stock ETF | $766K | 0.0% | 9,016 |
| MSTRStrategy Incput — a bet against | $765.5K | 0.0% | 5,000 |
| AMERICAN CENTY ETF TR | $758.9K | 0.0% | 8,877 |
| CDNSCadence Design Systems Inc | $757.8K | 0.0% | 2,295 |
| GSIEGoldman Sachs ActiveBeta International Equity ETF | $752.9K | 0.0% | 16,424 |
| TIDAL TRUST II | $749K | 0.0% | 28,641 |
| ONON Semiconductor Corp | $732.3K | 0.0% | 9,526 |
| UNUSUAL MACHS INC | $730K | 0.0% | 29,822 |
| PHParker-Hannifin Corp | $722.3K | 0.0% | 756 |
| HUT 8 CORP | $721.9K | 0.0% | 8,384 |
| BIIBBiogen Inc | $711.3K | 0.0% | 3,149 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $697.6K | 0.0% | 5,668 |
| SPYState Street SPDR S&P 500 ETF Trustcall | $686.4K | 0.0% | 900 |
| IGViShares Expanded Tech-Software Sector ETF | $676.7K | 0.0% | 6,355 |
| SMCISuper Micro Computer Inc | $674K | 0.0% | 16,410 |
| CRWVCoreWeave Inc | $659.2K | 0.0% | 7,567 |
| MRNAModerna Inc | $654.1K | 0.0% | 3,397 |
| FNFFidelity National Financial Inc | $649.8K | 0.0% | 16,813 |
| IGHGPROSHARES TR | $642.3K | 0.0% | 8,262 |
| TMUST-Mobile US Inc | $639.7K | 0.0% | 3,923 |
| THCTenet Healthcare Corp | $638.4K | 0.0% | 2,498 |
| INVESCO EXCHANGE TRADED FD T | $637.5K | 0.0% | 11,616 |
| WDCWestern Digital Corpcall | $636.2K | 0.0% | 1,400 |
| ADIAnalog Devices Inc | $633K | 0.0% | 1,596 |
| VCSHVanguard Short-Term Corporate Bond ETF | $631.6K | 0.0% | 8,176 |
| HARMONY BIOSCIENCES HLDGS IN | $628.2K | 0.0% | 16,000 |
| VSTVistra Corp | $622.2K | 0.0% | 4,497 |
| SPYXSPDR S&P 500 Fossil Fuel Reserves Free ETF | $614.5K | 0.0% | 9,835 |
| ISHARES TR | $611.6K | 0.0% | 12,547 |
| HERBALIFE LTD | $606.5K | 0.0% | 50,000 |
| COHRCoherent Corp | $606.1K | 0.0% | 2,106 |
| CEFSprott Physical Gold and Silver Trust | $602.3K | 0.0% | 14,500 |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | $598.6K | 0.0% | 40,118 |
| MRKMerck & Co Inccall | $581.2K | 0.0% | 4,000 |
| KAZIA THERAPEUTICS LTD | $580.7K | 0.0% | 60,522 |
| VBKVanguard Small-Cap Growth ETF | $580.6K | 0.0% | 1,719 |
| APPLIED OPTOELECTRONICS INC | $578.2K | 0.0% | 5,825 |
| MEDLINE INC | $572.4K | 0.0% | 16,495 |
| FNDESchwab Fundamental Emerging Markets Equity ETF | $569.7K | 0.0% | 13,605 |
| PINSPinterest Inc | $568K | 0.0% | 30,069 |
| TEMTempus AI Inc | $561.1K | 0.0% | 6,851 |
| BYDBoyd Gaming Corp | $554.2K | 0.0% | 8,300 |
| TERTeradyne Inc | $554.1K | 0.0% | 1,382 |
| LINDE PLC | $553.5K | 0.0% | 1,166 |
| AMBARELLA INC | $547K | 0.0% | 7,869 |
| BLDRBuilders FirstSource Inc | $546.8K | 0.0% | 9,592 |
| AKAMAkamai Technologies Inc | $546.7K | 0.0% | 5,141 |
| BELDEN INC | $546K | 0.0% | 5,056 |
| ISHARES TR | $542.5K | 0.0% | 4,804 |
| GLAUKOS CORP | $538.9K | 0.0% | 3,282 |
| TGTTarget Corp | $537.5K | 0.0% | 3,431 |
| HIMXHimax Technologies Inc | $535.9K | 0.0% | 38,090 |
| BRKRBruker Corp | $535.7K | 0.0% | 8,267 |
| FISVFiserv Inc | $534.6K | 0.0% | 11,832 |
| ILMNIllumina Inc | $534.2K | 0.0% | 1,952 |
| UUnity Software Inc | $530.3K | 0.0% | 12,957 |
| JNJJohnson & Johnsoncall | $529.5K | 0.0% | 2,000 |
| DEDeere & Co | $526.7K | 0.0% | 782 |
| TERTeradyne Inccall | $521.2K | 0.0% | 1,300 |
| EIXEdison International | $518.9K | 0.0% | 9,657 |
| EXRExtra Space Storage Inc | $517.6K | 0.0% | 3,936 |
| KMIKinder Morgan Inc | $516K | 0.0% | 17,116 |
| SLViShares Silver Trust | $515.9K | 0.0% | 9,465 |
| INNOVATOR ETFS TRUST | $510.9K | 0.0% | 16,480 |
| IJRiShares Core S&P Small-Cap ETF | $505.7K | 0.0% | 3,717 |
| BOXXEA Series Trust Alpha Architect 1-3 Month Box ETF | $502K | 0.0% | 4,240 |
| VMCVulcan Materials Co | $499.8K | 0.0% | 2,043 |
| IYWiShares U.S. Technology ETF | $495.5K | 0.0% | 1,870 |
| REDWIRE CORPORATION | $495.1K | 0.0% | 47,428 |
| BROADSTONE NET LEASE INC | $491.8K | 0.0% | 26,168 |
| CMCSAComcast Corp | $489.5K | 0.0% | 22,495 |
| SLGSL Green Realty Corpcall | $489.2K | 0.0% | 10,000 |
| IFRAiShares U.S. Infrastructure ETF | $486.7K | 0.0% | 8,844 |
| DALDelta Air Lines Inc | $486K | 0.0% | 5,823 |
| ARLPAlliance Resource Partners LPcall | $485.8K | 0.0% | 20,000 |
| BILSSPDR Bloomberg 3-12 Month T-Bill ETF | $484.6K | 0.0% | 4,878 |
| TROWT Rowe Price Group Inc | $483.3K | 0.0% | 4,645 |
| VDEVanguard Energy ETF | $482.9K | 0.0% | 2,805 |
| METMetLife Inc | $482.3K | 0.0% | 5,122 |
| IWDiShares Russell 1000 Value ETF | $479.4K | 0.0% | 1,934 |
| SPGSimon Property Group Inc | $479K | 0.0% | 2,386 |
| JBHTJ B Hunt Transport Services Inc | $477.5K | 0.0% | 2,131 |
| CASYCaseys General Stores Inc | $476.4K | 0.0% | 783 |
| NTAPNetApp Inc | $475.8K | 0.0% | 2,265 |
| ROSTRoss Stores Inc | $475.3K | 0.0% | 2,037 |
| ARKKARK Innovation ETF | $470.6K | 0.0% | 5,282 |
| LITELumentum Holdings Inc | $468.8K | 0.0% | 483 |
| DHRDanaher Corp | $468.8K | 0.0% | 2,112 |
| APPLIED DIGITAL CORP | $467.9K | 0.0% | 19,198 |
| COKECoca-Cola Consolidated Inc | $467.3K | 0.0% | 2,469 |
| ISHARES TR | $467.2K | 0.0% | 7,590 |
| VNQVanguard Real Estate ETF | $466.7K | 0.0% | 5,207 |
| VNOVornado Realty Trust | $463.2K | 0.0% | 13,671 |
| 10X GENOMICS INC | $461.8K | 0.0% | 5,111 |
| UDRUDR Inc | $458K | 0.0% | 13,650 |
| RKLBRocket Lab USA, Inc. | $453.7K | 0.0% | 6,511 |
| PARSONS CORP DEL | $451.3K | 0.0% | 11,015 |
| XLUState Street Utilities Select Sector SPDR ETF | $451K | 0.0% | 11,436 |
| PCARPaccar Inc | $450.3K | 0.0% | 4,101 |
| STLDSteel Dynamics Inc | $450.1K | 0.0% | 2,026 |
| HRLHormel Foods Corp | $446.6K | 0.0% | 22,397 |
| COLUMBIA SELIGM PREM TECH GR | $446.1K | 0.0% | 8,297 |
| BNDVanguard Total Bond Market ETF | $445.5K | 0.0% | 6,350 |
| QQQInvesco QQQ Trust, Series 1call | $443.9K | 0.0% | 600 |
| MPCMarathon Petroleum Corpcall | $435K | 0.0% | 1,100 |
| GLDMSPDR Gold MiniShares Trust | $433.4K | 0.0% | 5,274 |
| ISHARES TR | $432.6K | 0.0% | 5,177 |
| RIVNRivian Automotive Inc | $431.5K | 0.0% | 28,881 |
| COFCapital One Financial Corp | $431.3K | 0.0% | 2,234 |
| AXPAmerican Express Co | $430K | 0.0% | 1,414 |
| VRTXVertex Pharmaceuticals Inc | $428.7K | 0.0% | 820 |
| BEAM THERAPEUTICS INC | $426.4K | 0.0% | 17,440 |
| USBUS Bancorp | $423.7K | 0.0% | 7,268 |
| KEYSKeysight Technologies Inc | $420.8K | 0.0% | 1,156 |
| NWSANews Corp | $419.8K | 0.0% | 14,636 |
| INFLARX NV | $419.2K | 0.0% | 232,907 |
| ICLNiShares Global Clean Energy ETF | $412.7K | 0.0% | 24,275 |
| NTLAIntellia Therapeutics Inc | $411K | 0.0% | 34,080 |
| GPNGlobal Payments Inccall | $408.4K | 0.0% | 5,000 |
| ABTAbbott Laboratories | $408.2K | 0.0% | 4,130 |
| VBRVanguard Small-Cap Value ETF | $407.3K | 0.0% | 1,763 |
| CRISPR THERAPEUTICS AG | $407.1K | 0.0% | 7,359 |
| BBarrick Mining Corporation Common Sharescall | $406.7K | 0.0% | 10,000 |
| MODINE MFG CO | $402.7K | 0.0% | 2,151 |
| VSGXVanguard ESG International Stock ETF | $400.2K | 0.0% | 4,937 |
| CRCLCircle Internet Group Inc | $396K | 0.0% | 4,819 |
| PTCPTC Inc | $394.8K | 0.0% | 2,814 |
| KKRKKR & Co Inc | $394.7K | 0.0% | 4,323 |
| LRCXLam Research Corpcall | $394.2K | 0.0% | 1,200 |
| RUBRIK INC. | $390.6K | 0.0% | 3,412 |
| LITELumentum Holdings Inccall | $388.5K | 0.0% | 400 |
| FPEFirst Trust Preferred Securities and Income ETF ETF | $381.5K | 0.0% | 22,375 |
| SOSouthern Co | $380.9K | 0.0% | 4,595 |
| EFAViShares MSCI EAFE Min Vol Factor ETF | $379.6K | 0.0% | 4,166 |
| TMOThermo Fisher Scientific Inc | $378.6K | 0.0% | 560 |
| LMTLockheed Martin Corp | $376.1K | 0.0% | 738 |
| ELVElevance Health Inc | $374.8K | 0.0% | 964 |
| IDViShares International Select Dividend ETF | $369.8K | 0.0% | 8,765 |
| GMGeneral Motors Co | $368.8K | 0.0% | 4,789 |
Quarter ending 2026-09-30.
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