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Wellington-Altus USA Inc. Portfolio
$138.8M across 500 positions as of 2026-06-30, with 33% of it in the ten largest. 3 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
2 of 3
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +16.0% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -2.3% | -4.6% |
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 | $11.7M | 8.4% | 36,347 |
| HEFAiShares Currency Hedged MSCI EAFE ETF | $6.9M | 5.0% | 163,164 |
| SHYiShares 1-3 Year Treasury Bond ETF | $6.1M | 4.4% | 74,306 |
| AGGiShares Core U.S. Aggregate Bond ETF | $5.5M | 3.9% | 55,052 |
| BONDPIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund | $3M | 2.2% | 32,523 |
| AAPLApple Inc | $2.7M | 1.9% | 10,633 |
| BINCiShares Flexible Income Active ETF | $2.6M | 1.8% | 49,171 |
| NVDANVIDIA Corp | $2.5M | 1.8% | 14,583 |
| QQQInvesco QQQ Trust, Series 1 | $2.3M | 1.7% | 3,973 |
| SPABState Street SPDR Portfolio Aggregate Bond ETF | $2.2M | 1.6% | 83,995 |
| MSFTMicrosoft Corp | $2.1M | 1.5% | 5,716 |
| IEFAiShares Core MSCI EAFE ETF | $1.6M | 1.2% | 18,166 |
| JPMJPMorgan Chase & Co | $1.6M | 1.1% | 5,368 |
| AMZNAmazon.com Inc | $1.6M | 1.1% | 7,569 |
| GLDMSPDR Gold MiniShares Trust | $1.5M | 1.1% | 16,462 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $1.5M | 1.1% | 10,490 |
| RYRoyal Bank of Canada | $1.5M | 1.1% | 9,022 |
| GOOGLAlphabet Inc | $1.5M | 1.1% | 5,145 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $1.4M | 1.0% | 18,692 |
| JEPIJPMorgan Equity Premium Income ETF | $1.4M | 1.0% | 24,907 |
| ISHARES GLOBAL INFRASTRUCTURE | $1.4M | 1.0% | 20,988 |
| HAMILTON LANE PRIVATE ASSETS | $1.3M | 1.0% | 68,747 |
| GOOGAlphabet Inc | $1.2M | 0.9% | 4,332 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $1.2M | 0.9% | 13,548 |
| VOOVanguard S&P 500 ETF | $1.2M | 0.9% | 2,071 |
| COSTCostco Wholesale Corp | $1.2M | 0.8% | 1,166 |
| PLTRPalantir Technologies Inc | $1.1M | 0.8% | 7,559 |
| DIMENSIONAL ETF TRUST | $1.1M | 0.8% | 14,263 |
| JPSTJPMorgan Ultra-Short Income ETF | $1M | 0.7% | 19,900 |
| SHOPShopify Inc | $946.4K | 0.7% | 7,953 |
| SPYState Street SPDR S&P 500 ETF Trust | $926.1K | 0.7% | 1,424 |
| SPLVInvesco S&P 500 Low Volatility ETF | $911.6K | 0.7% | 12,464 |
| ENBEnbridge Inc | $847.7K | 0.6% | 14,768 |
| DVYISHARES SELECT DIVIDEND ETF | $817.6K | 0.6% | 5,400 |
| TDToronto-Dominion Bank | $813.4K | 0.6% | 8,449 |
| VTVVanguard Value ETF | $769.5K | 0.6% | 3,922 |
| IEMGiShares Core MSCI Emerging Markets ETF | $755.3K | 0.5% | 10,828 |
| GSGoldman Sachs Group Inc | $739.4K | 0.5% | 874 |
| BSVVanguard Short-Term Bond ETF | $736K | 0.5% | 9,386 |
| AVGOBroadcom Inc | $725.5K | 0.5% | 2,344 |
| AMATApplied Materials Inc | $718.4K | 0.5% | 2,102 |
| MUMicron Technology Inc | $714.9K | 0.5% | 2,116 |
| IBITiShares Bitcoin Trust ETF | $690.3K | 0.5% | 17,968 |
| HAMILTON LANE PRIVATE | $666.5K | 0.5% | 44,403 |
| VOVanguard Mid-Cap ETF | $664.8K | 0.5% | 2,315 |
| BRK.BBerkshire Hathaway Inc | $663.2K | 0.5% | 1,384 |
| VVisa Inc | $652.8K | 0.5% | 2,160 |
| EXXON MOBIL CORP | $649.6K | 0.5% | 3,829 |
| GLDSPDR Gold Shares | $618.8K | 0.4% | 1,438 |
| METAMeta Platforms Inc | $611.6K | 0.4% | 1,069 |
| TLTiShares 20+ Year Treasury Bond ETF | $607.8K | 0.4% | 7,011 |
| TSLATesla Inc | $606.3K | 0.4% | 1,631 |
| BNSBank of Nova Scotia | $587.1K | 0.4% | 8,372 |
| IWMiShares Russell 2000 Index Fund | $581.8K | 0.4% | 2,346 |
| CATCaterpillar Inc | $577.4K | 0.4% | 815 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $560K | 0.4% | 15,200 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $559.6K | 0.4% | 1,656 |
| VYMIVanguard International High Dividend Yield ETF | $524.9K | 0.4% | 5,570 |
| VCSHVanguard Short-Term Corporate Bond ETF | $524.1K | 0.4% | 6,611 |
| NFLXNetflix Inc | $517.4K | 0.4% | 5,381 |
| TIDAL TR II | $503.9K | 0.4% | 17,817 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $497.4K | 0.4% | 14,643 |
| MGKVanguard Mega Cap Growth ETF | $493.1K | 0.4% | 1,342 |
| VXUSVanguard Total International Stock ETF | $491.7K | 0.4% | 6,376 |
| BANK NEW YORK MELLON CORP | $487.8K | 0.4% | 4,112 |
| CNQCanadian Natural Resources Ltd | $469.7K | 0.3% | 8,539 |
| IEFiShares 7-10 Year Treasury Bond ETF | $461K | 0.3% | 4,830 |
| BMOBank of Montreal | $460.9K | 0.3% | 3,056 |
| IAGIAMGOLD Corp | $455.3K | 0.3% | 24,192 |
| ISHARES MSCI WORLD ETF | $450.6K | 0.3% | 2,503 |
| WMTWalmart Inc | $444.1K | 0.3% | 3,573 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $427.3K | 0.3% | 4,847 |
| AEPAmerican Electric Power Company Inc | $420.8K | 0.3% | 3,210 |
| DLOCAL LIMITED | $410.3K | 0.3% | 31,631 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $401.3K | 0.3% | 7,228 |
| VANGUARD INSTL INDEX FD | $391.9K | 0.3% | 5,180 |
| BNBrookfield Corporation Class A Limited Voting Shares | $391.6K | 0.3% | 9,018 |
| MFCManulife Financial Corp | $381.8K | 0.3% | 10,319 |
| CVXChevron Corp | $380.3K | 0.3% | 1,838 |
| MAMastercard Inc | $377.7K | 0.3% | 756 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $366K | 0.3% | 3,639 |
| CMCanadian Imperial Bank of Commerce | $361.9K | 0.3% | 3,780 |
| STIPiShares 0-5 Year TIPS Bond ETF | $361.2K | 0.3% | 3,492 |
| LRCXLam Research Corp | $360.2K | 0.3% | 1,686 |
| HDHome Depot Inc | $354.9K | 0.3% | 1,079 |
| TRPTC Energy Corp | $351.2K | 0.3% | 5,255 |
| CCJCameco Corp | $344.7K | 0.2% | 3,174 |
| ADIAnalog Devices Inc | $318.8K | 0.2% | 1,002 |
| SLViShares Silver Trust | $315.6K | 0.2% | 4,632 |
| SUSuncor Energy Inc (Canada) | $312.8K | 0.2% | 4,373 |
| MSMorgan Stanley | $302.5K | 0.2% | 1,838 |
| RTXRTX Corp | $299.4K | 0.2% | 1,552 |
| FIDELITY COVINGTON TRUST | $292.7K | 0.2% | 4,217 |
| IDViShares International Select Dividend ETF | $292.4K | 0.2% | 6,870 |
| LLYEli Lilly and Co | $286K | 0.2% | 311 |
| INTCIntel Corp | $274.5K | 0.2% | 6,220 |
| ASML HOLDING N V | $273.4K | 0.2% | 207 |
| FCXFreeport-McMoRan Inc | $267K | 0.2% | 4,543 |
| KLACKLA Corp | $253.3K | 0.2% | 172 |
| SGOViShares 0-3 Month Treasury Bond ETF | $250.8K | 0.2% | 2,492 |
| DELLDell Technologies Inc | $242.1K | 0.2% | 1,475 |
| FIDELITY GLOBAL INNOVATORS | $241.4K | 0.2% | 10,347 |
| ISHARES CORE S&P 500 INDEX CAD | $239.3K | 0.2% | 3,841 |
| GEGeneral Electric Co | $235.8K | 0.2% | 831 |
| LMTLockheed Martin Corp | $235.7K | 0.2% | 390 |
| BLKBlackRock Inc | $233.7K | 0.2% | 243 |
| USFDUS Foods Holding Corp | $230.3K | 0.2% | 2,498 |
| DEDeere & Co | $227.6K | 0.2% | 404 |
| FIRST TRUST LONG SHORT EQUITY | $225.3K | 0.2% | 3,202 |
| ISHARES TR | $224.9K | 0.2% | 2,685 |
| BBarrick Mining Corporation Common Shares | $217.7K | 0.2% | 5,337 |
| KOCoca-Cola Co | $216.1K | 0.2% | 2,841 |
| VEUVanguard FTSE All World Ex US ETF | $214.9K | 0.2% | 2,862 |
| IUSBiShares Core Total USD Bond Market ETF | $209.9K | 0.2% | 4,545 |
| MCKMcKesson Corp | $205.1K | 0.1% | 237 |
| AMDAdvanced Micro Devices Inc | $205.1K | 0.1% | 1,008 |
| ALLYAlly Financial Inc | $204.1K | 0.1% | 5,202 |
| PIMCO DYNAMIC INCOME FUND | $201.9K | 0.1% | 11,800 |
| PWRQuanta Services Inc | $201.5K | 0.1% | 367 |
| NLYAnnaly Capital Management Inc | $200K | 0.1% | 9,457 |
| MEDTRONIC PLC | $198.8K | 0.1% | 2,294 |
| INVESCO EXCHANGE TRADED FD TR | $198.3K | 0.1% | 4,310 |
| AXPAmerican Express Co | $196K | 0.1% | 648 |
| JOHN HANCOCK TAX-ADVANTAGED | $193.5K | 0.1% | 7,810 |
| APHAmphenol Corp | $193.3K | 0.1% | 1,530 |
| NTRNutrien Ltd | $190.7K | 0.1% | 2,239 |
| VIGVanguard Div Appreciation ETF | $190.3K | 0.1% | 885 |
| SLFSun Life Financial Inc | $183.1K | 0.1% | 2,715 |
| BKRBaker Hughes Co | $183K | 0.1% | 2,998 |
| CNICanadian National Railway Co | $180.8K | 0.1% | 1,759 |
| IBMInternational Business Machines Corp | $176K | 0.1% | 726 |
| PHMPultegroup Inc | $175.8K | 0.1% | 1,495 |
| CPCanadian Pacific Kansas City Ltd | $175.2K | 0.1% | 2,132 |
| ISHARES MORNINGSTAR SMALL CAP | $172K | 0.1% | 2,475 |
| FTECFIDELITY COVINGTON TR | $170.4K | 0.1% | 819 |
| BMO MSCI EAFE INDEX ETF | $170.2K | 0.1% | 5,938 |
| NEENextera Energy Inc | $169.8K | 0.1% | 1,828 |
| CCitigroup Inc | $168K | 0.1% | 1,481 |
| FDXFedEx Corp | $165.6K | 0.1% | 465 |
| IVViShares Core S&P 500 ETF | $165.3K | 0.1% | 253 |
| ENDEAVOUR SILVER CORP | $165.1K | 0.1% | 17,729 |
| KRESPDR S&P Regional Banking ETF | $164.9K | 0.1% | 2,531 |
| EMEEMCOR Group Inc | $164.6K | 0.1% | 223 |
| JAAAJanus Henderson AAA CLO ETF | $163.7K | 0.1% | 3,250 |
| DFAIDimensional International Core Equity Market ETF | $161.5K | 0.1% | 4,145 |
| ISHARES S&P/TSX 60 INDEX ETF | $161.4K | 0.1% | 3,537 |
| CORPPIMCO Investment Grade Corporate Bond Index Exchange- Traded Fund | $161.4K | 0.1% | 1,667 |
| GROUPE WSP GLOBAL INC | $159.7K | 0.1% | 935 |
| PANWPalo Alto Networks Inc | $159.2K | 0.1% | 993 |
| SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF | $158.9K | 0.1% | 4,738 |
| BF.BBrown-Forman Corp | $158.6K | 0.1% | 6,000 |
| ENERFLEX LTD | $157.7K | 0.1% | 7,539 |
| BLACKROCK ETF TR | $156.5K | 0.1% | 5,740 |
| BED BATH & BEYOND INC | $151.5K | 0.1% | 32,659 |
| CSCOCisco Systems Inc | $151.5K | 0.1% | 1,952 |
| SCHDSchwab US Dividend Equity ETF | $150.3K | 0.1% | 4,900 |
| HONEYWELL INTL INC | $150.1K | 0.1% | 664 |
| SPDR INDEX SHS FDS | $148.1K | 0.1% | 3,750 |
| UBERUber Technologies Inc | $146.7K | 0.1% | 2,039 |
| LYVLive Nation Entertainment Inc | $146.1K | 0.1% | 958 |
| LULULululemon Athletica Inc | $145.3K | 0.1% | 949 |
| EXCHANGE INCOME CORPORATION | $143.7K | 0.1% | 1,375 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $142.5K | 0.1% | 2,450 |
| FIDELITY GREENWOOD STR TR | $141.1K | 0.1% | 5,200 |
| VZVerizon Communications Inc | $137.8K | 0.1% | 2,746 |
| DISWalt Disney Co | $137.4K | 0.1% | 1,426 |
| BAESYBAE Systems PLC | $136.7K | 0.1% | 1,178 |
| BLACKSTONE PRIVATE CR FD | $136K | 0.1% | 5,578 |
| METRO INC | $134.9K | 0.1% | 1,731 |
| BACBank of America Corp | $134.7K | 0.1% | 2,764 |
| IWFiShares Russell 1000 Growth ETF | $133.9K | 0.1% | 314 |
| CEGConstellation Energy Corp | $132.9K | 0.1% | 476 |
| EVTREaton Vance Total Return Bond ETF | $132K | 0.1% | 2,600 |
| FIDELITY GLOBAL SMALL CAP | $130.3K | 0.1% | 8,180 |
| BCEBCE Inc | $130K | 0.1% | 5,151 |
| IGSBISHARES TRUST | $126.4K | 0.1% | 2,404 |
| SCHWAB STRATEGIC TR | $125.9K | 0.1% | 4,065 |
| SLBSLB NV | $125.6K | 0.1% | 2,445 |
| ARC RESOURCES LTD | $124.7K | 0.1% | 6,000 |
| MANULIFE SMART DIVID ETF | $123.5K | 0.1% | 6,000 |
| DIMENSIONAL ETF TR | $122.8K | 0.1% | 2,275 |
| PIPER SANDLER COMPANIES | $122.8K | 0.1% | 1,604 |
| TGTTarget Corp | $121.2K | 0.1% | 1,000 |
| INTACT CORPORATION FINANCIERE | $121K | 0.1% | 575 |
| NDAQNasdaq Inc | $119.9K | 0.1% | 1,412 |
| PIMCO MONTHLY INCOME FD CDA | $119.6K | 0.1% | 6,638 |
| GEORGE WESTON LIMITEE | $119.4K | 0.1% | 1,434 |
| AFLAflac Inc | $119.4K | 0.1% | 1,088 |
| HYLBXtrackers USD High Yield Corporate Bond ETF | $119.1K | 0.1% | 3,293 |
| AMPLIFY ETF TRUST | $118.9K | 0.1% | 2,750 |
| DFAUDimensional US Core Equity Market ETF | $118.4K | 0.1% | 2,625 |
| DIMENSIONAL ETF TRUST | $117.5K | 0.1% | 1,740 |
| DIMENSIONAL ETF TR | $117.2K | 0.1% | 3,300 |
| ATOAtmos Energy Corp | $117.1K | 0.1% | 634 |
| GEVGE Vernova Inc | $117K | 0.1% | 134 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $116.9K | 0.1% | 1,331 |
| APDAir Products and Chemicals Inc | $116.8K | 0.1% | 402 |
| WHITECAP RESOURCES INC | $115.3K | 0.1% | 7,363 |
| GOLDMAN SACHS ETF TR | $115K | 0.1% | 2,275 |
| ISHARES INC | $114.9K | 0.1% | 1,455 |
| BROOKFIELD RENEWABLE | $114.2K | 0.1% | 3,500 |
| CAVA GROUP INC | $113.3K | 0.1% | 1,400 |
| DIMENSIONAL ETF TRUST | $112.8K | 0.1% | 1,900 |
| MINES AGNICO EAGLE LIMITEE | $112.7K | 0.1% | 555 |
| FSVFirstService Corp | $109.9K | 0.1% | 791 |
| BANQUE NATIONALE DU CANADA | $109.2K | 0.1% | 765 |
| PGIM ETF TRUST | $107.1K | 0.1% | 2,092 |
| TOURMALINE OIL CORP | $105.1K | 0.1% | 1,894 |
| FBNDFidelity Total Bond ETF | $104.9K | 0.1% | 2,300 |
| LHXL3Harris Technologies Inc | $104.9K | 0.1% | 304 |
| BNDXVanguard Total International Bond ETF | $104.5K | 0.1% | 2,174 |
| FFord Motor Co | $103.9K | 0.1% | 9,000 |
| KWEBKraneShares CSI China Internet ETF | $102.3K | 0.1% | 3,600 |
| INVESCO EXCHANGE TRADED SELF | $102.2K | 0.1% | 1,700 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $101K | 0.1% | 2,600 |
| ORCLOracle Corp | $100.8K | 0.1% | 685 |
| BSXBoston Scientific Corp | $100.3K | 0.1% | 1,598 |
| PBAPembina Pipeline Corp | $100.2K | 0.1% | 1,750 |
| BABoeing Co | $99.5K | 0.1% | 500 |
| TOROMONT INDUSTRIES LTD | $99.1K | 0.1% | 516 |
| ANCTFAlimentation Couche-Tard Inc | $98.1K | 0.1% | 1,408 |
| MANULIFE SMART SHORT TERM | $97.1K | 0.1% | 10,000 |
| WELLWelltower Inc | $91.9K | 0.1% | 465 |
| MTSIMACOM Technology Solutions Holdings Inc | $91.7K | 0.1% | 413 |
| GOVTiShares U.S. Treasury Bond ETF | $91.6K | 0.1% | 4,000 |
| TXNTexas Instruments Inc | $91.6K | 0.1% | 472 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $91.4K | 0.1% | 839 |
| LVMUYLVMH Moet Hennessy Louis Vuitton SE | $88.3K | 0.1% | 827 |
| NVONovo Nordisk A/S | $88.2K | 0.1% | 2,400 |
| AMPAmeriprise Financial Inc | $87.1K | 0.1% | 196 |
| WMWaste Management Inc | $86.2K | 0.1% | 375 |
| IBBiShares Nasdaq Biotechnology Index Fund | $86.1K | 0.1% | 510 |
| AORiShares Core 60/40 Balanced Allocation ETF | $86K | 0.1% | 1,336 |
| URIUnited Rentals Inc | $83.8K | 0.1% | 115 |
| ANETArista Networks Inc | $83.5K | 0.1% | 680 |
| MCDMcDonald's Corp | $83K | 0.1% | 267 |
| AEISAdvanced Energy Industries Inc | $82.3K | 0.1% | 255 |
| FTSFortis Inc | $82.1K | 0.1% | 1,200 |
| PIMCO 0-5 YEAR HIGH YIELD | $82.1K | 0.1% | 880 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $81.5K | 0.1% | 3,099 |
| BIVVanguard Intermediate-Term Bond ETF | $80K | 0.1% | 1,037 |
| AMERICAN CENTURY ETF TRUST | $78.8K | 0.1% | 750 |
| TIPiShares TIPS Bond ETF | $78.4K | 0.1% | 710 |
| FIXComfort Systems USA Inc | $77.2K | 0.1% | 56 |
| VUGVanguard Growth ETF | $76.4K | 0.1% | 175 |
| DBOEYDeutsche Boerse AG | $75.8K | 0.1% | 2,621 |
| TUTelus Corporation | $75.8K | 0.1% | 5,909 |
| ISHARES NASDAQ 100 INDEX | $75.6K | 0.1% | 1,386 |
| CENOVUS ENERGY INC | $75.6K | 0.1% | 2,321 |
| JBLJabil Inc | $75.2K | 0.1% | 283 |
| TECKTeck Resources Ltd | $74.7K | 0.1% | 1,038 |
| POWELL INDUSTRIES INC | $73.6K | 0.1% | 136 |
| ABBVAbbVie Inc | $73.1K | 0.1% | 336 |
| DOWDow Inc | $71.8K | 0.1% | 1,725 |
| AMAntero Midstream Corp | $71.6K | 0.1% | 3,139 |
| PNCPNC Financial Services Group Inc | $70.3K | 0.1% | 338 |
| FRANKLIN TEMPLETON ETF TRUST | $68.9K | 0.0% | 2,398 |
| CPXWFCapital Power Corp | $68.4K | 0.0% | 1,039 |
| RBCRBC Bearings Inc | $67.9K | 0.0% | 125 |
| APGAPi Group Corp | $66K | 0.0% | 1,629 |
| CMECME Group Inc | $65.9K | 0.0% | 223 |
| CGI INC | $65.4K | 0.0% | 895 |
| MGAMagna International Inc | $65.4K | 0.0% | 842 |
| GILDGilead Sciences, Inc | $65.2K | 0.0% | 468 |
| BANK OF AMERICA CORPORATION | $65.1K | 0.0% | 2,633 |
| CVSCVS Health Corp | $65K | 0.0% | 905 |
| UNPUnion Pacific Corp | $64.3K | 0.0% | 265 |
| CYMBRIA CORPORATION | $64K | 0.0% | 1,000 |
| ALLAllstate Corp | $63.2K | 0.0% | 305 |
| FTNTFortinet Inc | $63.2K | 0.0% | 773 |
| VRTVertiv Holdings Co | $62.6K | 0.0% | 250 |
| IEIiShares 3-7 Year Treasury Bond ETF | $62.3K | 0.0% | 525 |
| INGING Groep NV | $61.7K | 0.0% | 2,367 |
| BROOKFIELD INFRASTRUCTURE | $61.6K | 0.0% | 1,452 |
| DUKDuke Energy Corp | $61.5K | 0.0% | 470 |
| ITTITT Inc | $61.2K | 0.0% | 321 |
| PHParker-Hannifin Corp | $60.9K | 0.0% | 68 |
| SNOWSnowflake Inc | $60.3K | 0.0% | 400 |
| NOWServiceNow Inc | $59.1K | 0.0% | 565 |
| CRMSalesforce Inc | $58.8K | 0.0% | 315 |
| MANULIFE SMART U S DIVID | $58.2K | 0.0% | 4,000 |
| GLWCorning Inc | $58.1K | 0.0% | 427 |
| VXFVanguard Extended Market ETF | $57.8K | 0.0% | 281 |
| PPLPPL Corp | $57K | 0.0% | 1,492 |
| TOTALENERGIES SE | $56.8K | 0.0% | 624 |
| EATON CORPORATION PLC | $56.2K | 0.0% | 157 |
| NETCloudflare Inc | $55.1K | 0.0% | 267 |
| BURLBurlington Stores Inc | $55K | 0.0% | 169 |
| SEAGATE TECHNOLOGY HOLDINGS | $54.8K | 0.0% | 140 |
| HPEHewlett Packard Enterprise Co | $54.2K | 0.0% | 2,277 |
| MRKMerck & Co Inc | $54K | 0.0% | 449 |
| PFFiShares Preferred and Income Securities ETF | $53.3K | 0.0% | 1,757 |
| MARMarriott International Inc | $52K | 0.0% | 159 |
| ESIElement Solutions Inc | $51.8K | 0.0% | 1,518 |
| HSYHershey Co | $51.1K | 0.0% | 246 |
| KMIKinder Morgan Inc | $51.1K | 0.0% | 1,524 |
| SPGIS&P Global Inc | $51K | 0.0% | 120 |
| JAZZ PHARMACEUTICALS PLC | $50.9K | 0.0% | 269 |
| GMGeneral Motors Co | $50.7K | 0.0% | 681 |
| BABAAlibaba Group Holding Ltd | $50.2K | 0.0% | 400 |
| VTIPVanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $50K | 0.0% | 1,000 |
| ORANGE | $49.5K | 0.0% | 2,430 |
| NDSNNordson Corp | $49.5K | 0.0% | 186 |
| IMBBYImperial Brands PLC | $49.4K | 0.0% | 1,225 |
| SOXXiShares Semiconductor ETF | $49.3K | 0.0% | 150 |
| CAHCardinal Health Inc | $49K | 0.0% | 232 |
| PFEPfizer Inc | $48.9K | 0.0% | 1,742 |
| TOLToll Brothers Inc | $48.9K | 0.0% | 358 |
| WISDOMTREE TR | $48.7K | 0.0% | 1,525 |
| WCNWaste Connections, Inc | $48.5K | 0.0% | 275 |
| SNAM S P A | $48.3K | 0.0% | 3,197 |
| GATES INDUSTRIAL | $48K | 0.0% | 2,125 |
| PEPPepsiCo Inc | $48K | 0.0% | 309 |
| BJBJ's Wholesale Club Holdings Inc | $47.9K | 0.0% | 487 |
| ISTBiShares Core 1-5 Year USD Bond ETF | $47K | 0.0% | 970 |
| ALBAlbemarle Corp | $46.9K | 0.0% | 261 |
| MOG.AMoog Inc | $46.5K | 0.0% | 159 |
| TAT&T Inc | $46.3K | 0.0% | 1,598 |
| BKNGBooking Holdings Inc | $46.3K | 0.0% | 11 |
| XLKState Street Technology Select Sector SPDR ETF | $45.7K | 0.0% | 344 |
| LINDE PLC | $45.6K | 0.0% | 92 |
| BTIBritish American Tobacco plc | $44.9K | 0.0% | 768 |
| HWMHowmet Aerospace Inc | $44.7K | 0.0% | 194 |
| IJRiShares Core S&P Small-Cap ETF | $44.6K | 0.0% | 359 |
| ISHARES CORE CANADIAN UNIVERSE | $44.6K | 0.0% | 1,649 |
| DBEFXtrackers MSCI EAFE Hedged Equity ETF | $44.4K | 0.0% | 899 |
| AXAHYAXA SA | $44.3K | 0.0% | 980 |
| ENTGEntegris Inc | $44.2K | 0.0% | 377 |
| CAVCO INDS INC DEL | $44.1K | 0.0% | 91 |
| FERRARI N V | $44K | 0.0% | 130 |
| URAGlobal X Uranium ETF | $43.8K | 0.0% | 904 |
| IDAIdacorp Inc | $43.3K | 0.0% | 303 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $43.3K | 0.0% | 727 |
| TPRTapestry Inc | $43K | 0.0% | 305 |
| TERTeradyne Inc | $43K | 0.0% | 145 |
| WPMWheaton Precious Metals Corp | $43K | 0.0% | 328 |
| FIRST CAPITAL REAL ESTATE | $42.7K | 0.0% | 2,073 |
| PGProcter & Gamble Co | $42.5K | 0.0% | 294 |
| NIONIO Inc | $42.2K | 0.0% | 7,000 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $42.2K | 0.0% | 616 |
| TXRHTexas Roadhouse Inc | $42.1K | 0.0% | 255 |
| ISHARES MSCI MIN VOL | $42K | 0.0% | 720 |
| IXCiShares Global Energy ETF | $41.8K | 0.0% | 725 |
| GMEDGlobus Medical Inc | $41.7K | 0.0% | 484 |
| EWJiShares MSCI Japan Index Fund | $41.4K | 0.0% | 490 |
| CRWVCoreWeave Inc | $41.4K | 0.0% | 534 |
| WDCWestern Digital Corp | $40.8K | 0.0% | 151 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $40.6K | 0.0% | 510 |
| ETEnergy Transfer LP | $40.5K | 0.0% | 2,100 |
| CGNXCognex Corp | $40.5K | 0.0% | 827 |
| EMERA INC | $40.5K | 0.0% | 561 |
| HOGHarley-Davidson Inc | $40.4K | 0.0% | 2,000 |
| HASHasbro Inc | $40.2K | 0.0% | 430 |
| NBIXNeurocrine Biosciences Inc | $40.2K | 0.0% | 305 |
| PROSHARES TR | $40K | 0.0% | 776 |
| DALDelta Air Lines Inc | $39.9K | 0.0% | 600 |
| EQNREquinor ASA | $39.8K | 0.0% | 944 |
| BROBrown & Brown Inc | $39.5K | 0.0% | 606 |
| XLFState Street Financial Select Sector SPDR ETF | $39.5K | 0.0% | 800 |
| VOYAVoya Financial Inc | $38.9K | 0.0% | 570 |
| VNQVanguard Real Estate ETF | $38.5K | 0.0% | 434 |
| EMXCiShares MSCI Emerging Markets ex China ETF | $38.5K | 0.0% | 489 |
| FSSFederal Signal Corp | $38.4K | 0.0% | 355 |
| G MINING VENTURES CORP | $38.2K | 0.0% | 783 |
| TFCTruist Financial Corp | $38.1K | 0.0% | 828 |
| GSKGSK plc | $38K | 0.0% | 688 |
| SFStifel Financial Corp | $37.3K | 0.0% | 505 |
| WMSAdvanced Drainage Systems Inc | $37K | 0.0% | 270 |
| SNYSanofi SA | $37K | 0.0% | 767 |
| MGYMagnolia Oil & Gas Corp | $36.7K | 0.0% | 1,163 |
| DOLLARAMA INC | $36.7K | 0.0% | 246 |
| WINTRUST FINANCIAL CORP | $35.8K | 0.0% | 258 |
| INSMInsmed Inc | $35.8K | 0.0% | 219 |
| TD ACTIVE GLOBAL ENHANCED | $35.8K | 0.0% | 1,760 |
| MSMMSC Industrial Direct Co Inc | $35.3K | 0.0% | 383 |
| BEPCBrookfield Renewable Corp | $35.1K | 0.0% | 882 |
| ARESAres Management Corp | $35.1K | 0.0% | 322 |
| RLRalph Lauren Corp | $35.1K | 0.0% | 102 |
| PROSHARES TRUST | $35K | 0.0% | 468 |
| LOWLowe's Companies Inc | $35K | 0.0% | 148 |
| PMPhilip Morris International Inc | $34.9K | 0.0% | 211 |
| IMOImperial Oil Ltd | $34.8K | 0.0% | 266 |
| MCHPMicrochip Technology Inc | $34.5K | 0.0% | 534 |
| PFGCPerformance Food Group Co | $34.4K | 0.0% | 402 |
| AIZAssurant Inc | $34.4K | 0.0% | 158 |
| ATLANTIC UNION BANKSHARES | $34.2K | 0.0% | 956 |
| ISHARES GLOBAL REAL ESTATE | $34.1K | 0.0% | 1,129 |
| NVSNovartis AG | $33.8K | 0.0% | 221 |
| CRWDCrowdStrike Holdings Inc | $33.6K | 0.0% | 86 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $33.5K | 0.0% | 535 |
| TMOThermo Fisher Scientific Inc | $33.4K | 0.0% | 68 |
| RNMBYRheinmetall AG | $33.3K | 0.0% | 100 |
| CFRCullen/Frost Bankers Inc | $33.2K | 0.0% | 242 |
| QSRRestaurant Brands International Inc | $33K | 0.0% | 447 |
| EVOLVE ACTIVE GLOBAL FIXED | $33K | 0.0% | 690 |
| LECOLincoln Electric Holdings Inc | $32.9K | 0.0% | 132 |
| EXPEagle Materials Inc | $32.8K | 0.0% | 173 |
| DORMDorman Products Inc | $32.7K | 0.0% | 313 |
| NRGNRG Energy Inc | $32.6K | 0.0% | 223 |
| DHLGYDeutsche Post AG | $32.5K | 0.0% | 1,266 |
| STANTEC INC | $32.3K | 0.0% | 374 |
| CHOICE PROPERTIES REAL ESTATE | $32.1K | 0.0% | 2,091 |
| ALPMYAstellas Pharma Inc | $31.9K | 0.0% | 2,017 |
| USBUS Bancorp | $31.9K | 0.0% | 614 |
| SITESiteOne Landscape Supply Inc | $31.7K | 0.0% | 238 |
| LOPEGrand Canyon Education Inc | $31.6K | 0.0% | 186 |
| GLOBAL X ACTIVE GLOBAL | $31.5K | 0.0% | 4,585 |
| COCA COLA EUROPACIFIC | $31.5K | 0.0% | 347 |
| ISHARES CANADIAN CORPORATE | $31.3K | 0.0% | 1,618 |
| WISDOMTREE TRUST | $31K | 0.0% | 595 |
| ALIZYAllianz SE | $30.7K | 0.0% | 742 |
| DTEGYDeutsche Telekom AG | $30.6K | 0.0% | 831 |
| IA FINANCIAL CORPORATION INC | $30.3K | 0.0% | 273 |
| UMBFUMB Financial Corp | $29.9K | 0.0% | 265 |
| HDViShares Core High Dividend ETF | $29.9K | 0.0% | 220 |
| MEDPMedpace Holdings Inc | $29.8K | 0.0% | 62 |
| XMMOInvesco S&P MidCap Momentum ETF | $29.7K | 0.0% | 205 |
| NGGNational Grid PLC | $29.7K | 0.0% | 351 |
| ISHARES TRUST | $29.5K | 0.0% | 635 |
| BOMBARDIER INC CL B | $29.5K | 0.0% | 120 |
| CFCF Industries Holdings Inc | $29.5K | 0.0% | 227 |
| ECLEcolab Inc | $29.3K | 0.0% | 110 |
| ETREntergy Corp | $29.2K | 0.0% | 260 |
| VLOValero Energy Corp | $29.2K | 0.0% | 118 |
| RPMRPM International Inc | $29.1K | 0.0% | 293 |
| CHDNChurchill Downs Inc | $29.1K | 0.0% | 324 |
| PCORProcore Technologies, Inc. Common Stock | $28.8K | 0.0% | 505 |
| STRLSterling Infrastructure Inc | $28.5K | 0.0% | 70 |
| AMGNAmgen Inc | $28.5K | 0.0% | 81 |
| VMBSVanguard Mortgage Backed Security | $28.4K | 0.0% | 605 |
| BIOBio Rad Laboratories Inc | $28.2K | 0.0% | 101 |
| OVVOvintiv Inc | $27.9K | 0.0% | 470 |
| INTEGER HOLDINGS CORPORATION | $27.5K | 0.0% | 313 |
| DDOGDatadog Inc (Pre-Reincorporation) | $27.5K | 0.0% | 233 |
| HARVEST BRAND LEADERSPLUS | $27.5K | 0.0% | 2,300 |
| GDGeneral Dynamics Corp | $27.5K | 0.0% | 80 |
| PORPortland General Electric Co | $27.4K | 0.0% | 519 |
| QUAKER HOUGHTON | $27.2K | 0.0% | 219 |
| ARAntero Resources Corp | $27K | 0.0% | 636 |
| SPXCSPX Technologies Inc | $27K | 0.0% | 135 |
| KNSLKinsale Capital Group, Inc. | $27K | 0.0% | 79 |
| EWCiShares MSCI Canada Index Fund | $26.6K | 0.0% | 486 |
| ADCAgree Realty Corp | $26.5K | 0.0% | 351 |
| SUISun Communities Inc | $26.5K | 0.0% | 210 |
| GPIGroup 1 Automotive Inc | $26.5K | 0.0% | 80 |
| BMYBristol-Myers Squibb Co | $26.4K | 0.0% | 435 |
| LAZLazard Inc | $26.2K | 0.0% | 617 |
| ROSTRoss Stores Inc | $26K | 0.0% | 120 |
| LEVILevi Strauss & Co Class A Common Stock | $26K | 0.0% | 1,404 |
| GBCIGlacier Bancorp Inc | $25.6K | 0.0% | 574 |
| USIGiShares Broad USD Investment Grade Corporate Bond ETF | $25.6K | 0.0% | 500 |
| VICIVICI Properties Inc | $25.5K | 0.0% | 935 |
| HALOHalozyme Therapeutics Inc | $25.5K | 0.0% | 395 |
| BXBlackstone Inc | $25.5K | 0.0% | 222 |
| AITApplied Industrial Technologies Inc | $25.2K | 0.0% | 95 |
| EGPEastgroup Properties Inc | $25.2K | 0.0% | 136 |
| COLBColumbia Banking System Inc | $25.1K | 0.0% | 914 |
| VANGUARD MALVERN FDS | $25.1K | 0.0% | 323 |
| VTEBVanguard Tax-Exempt Bond ETF | $24.9K | 0.0% | 500 |
| MTDRMatador Resources Co | $24.8K | 0.0% | 393 |
| DYNAMIC ACTIVE ENHANCED | $24.7K | 0.0% | 925 |
| VBVanguard Small-Cap ETF | $24.4K | 0.0% | 93 |
| SSDSimpson Manufacturing Co Inc | $24.2K | 0.0% | 141 |
| NTRANatera Inc | $24K | 0.0% | 120 |
| METMetLife Inc | $23.9K | 0.0% | 338 |
| IONSIonis Pharmaceuticals Inc | $23.8K | 0.0% | 317 |
| MANULIFE MULTIFACTOR | $23.8K | 0.0% | 530 |
| ISHARES GLOBAL INDUSTRIALS ETF | $23.7K | 0.0% | 131 |
| VGSHVanguard Short-Term Treasury ETF | $23.4K | 0.0% | 400 |
| ONEOK INC | $23.4K | 0.0% | 259 |
| VCISYVinci SA | $23.4K | 0.0% | 632 |
| CARRCarrier Global Corp | $23.2K | 0.0% | 412 |
| ORealty Income Corp | $23.2K | 0.0% | 379 |
| NOVTNovanta Inc | $23.2K | 0.0% | 196 |
| ELEMENT FLEET MANAGEMENT CORP | $23.1K | 0.0% | 943 |
| SAPSAP SE | $23.1K | 0.0% | 135 |
| COHRCoherent Corp | $23.1K | 0.0% | 97 |
| OMCOmnicom Group Inc | $23K | 0.0% | 306 |
| SMHVanEck Semiconductor ETF | $23K | 0.0% | 60 |
| LVSLas Vegas Sands Corp | $22.9K | 0.0% | 425 |
| IYHiShares U.S. Healthcare ETF | $22.4K | 0.0% | 363 |
| THOMSON REUTERS CORPORATION | $22.2K | 0.0% | 235 |
| TNDMTandem Diabetes Care Inc | $22.1K | 0.0% | 1,151 |
| VERICEL CORPORATION | $22K | 0.0% | 683 |
| SAILSailPoint Inc | $21.9K | 0.0% | 1,657 |
| ULUnilever PLC | $21.9K | 0.0% | 384 |
| CWCurtiss-Wright Corp | $21.8K | 0.0% | 32 |
| IRMIron Mountain Inc | $21.8K | 0.0% | 213 |
| WFCWells Fargo & Co | $21.7K | 0.0% | 272 |
| SIMPLIFY EXCHANGE TRADED FUNDS | $21.5K | 0.0% | 1,400 |
| MARZETTI COMPANY (THE) | $20.5K | 0.0% | 148 |
| LYGLloyds Banking Group PLC | $20.2K | 0.0% | 4,018 |
| ALLEGION PUBLIC LIMITED | $20.2K | 0.0% | 139 |
| STELLA-JONES INC | $20.2K | 0.0% | 300 |
| RCIRogers Communications Inc | $20.1K | 0.0% | 523 |
| RHHBYRoche Holding AG | $20K | 0.0% | 408 |
| RFRegions Financial Corp | $20K | 0.0% | 764 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $19.9K | 0.0% | 43 |
| AAGIYAIA Group Ltd | $19.9K | 0.0% | 460 |
| TEZNYTerna Rete Elettrica Nazionale SpA | $19.8K | 0.0% | 582 |
Quarter ending 2026-06-30.
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