ARVEST INVESTMENTS, INC.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1025038
Institutional-grade research for retail investors
13F Reported Value
ⓘ$826.6M
Holdings
255
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ARVEST INVESTMENTS, INC. disclosed 255 positions worth $826.6M in its Form 13F-HR for Q2 2026, followed by $IVZ and $GS. During the quarter the fund opened 64 new positions and exited 7. The portfolio is most concentrated in Other (65.0% of disclosed assets). All figures are sourced directly from ARVEST INVESTMENTS, INC.’s Form 13F-HR filing with the SEC under CIK 1025038.
AI Fund Analysis
StableVANGUARD TAX-MANAGED FDS -
8.1% weight
Held 10 quarters
$IVZ7.1% weight
Held 10 quarters
$GS4.9% weight
Held 10 quarters
JANUS DETROIT STR TR - HEN
3.5% weight
Held 10 quarters
ISHARES TR - CORE S&P500 E
3.1% weight
Held 10 quarters
$CFR9 quarters accumulating
FIRST TR EXCHANGE TRADED F
8 quarters accumulating
SPDR SERIES TRUST - ST POR
7 quarters accumulating
VANGUARD INDEX FDS - MCAP
6 quarters accumulating
VANGUARD SCOTTSDALE FDS -
4 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryUtilitiesIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$66.7M936,830 sh- —
Quality
$58.5M275,090 sh - —
Quality
$40.1M874,482 sh JANUS DETROIT STR TR - HENDERSON MTG
—Quality
$29.0M643,610 shISHARES TR - CORE S&P500 ETF
—Quality
$26.0M34,720 shISHARES TR - CMBS ETF
—Quality
$24.1M494,745 shVANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
—Quality
$22.9M383,621 shVANGUARD INDEX FDS - MCAP VL IDXVIP
—Quality
$22.7M114,879 shGOLDMAN SACHS ETF TR - ACTIVEBETA US LG
—Quality
$22.6M159,455 sh- —
Quality
$21.8M419,485 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $66.7M | 936,830 |
| Invesco Ltd.$IVZ | — | $58.5M | 275,090 |
| GOLDMAN SACHS GROUP INC$GS | — | $40.1M | 874,482 |
| JANUS DETROIT STR TR - HENDERSON MTG | — | $29.0M | 643,610 |
| ISHARES TR - CORE S&P500 ETF | — | $26.0M | 34,720 |
| ISHARES TR - CMBS ETF | — | $24.1M | 494,745 |
| VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $22.9M | 383,621 |
| VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $22.7M | 114,879 |
| GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $22.6M | 159,455 |
| GOLDMAN SACHS GROUP INC$GS | — | $21.8M | 419,485 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ARVEST INVESTMENTS, INC.'s 255 positions.
Showing top 10 of 255 holdings.
Sector Allocation
Other
$537.1M
Financials
$151.9M
Technology
$56.4M
Consumer Discretionary
$17.4M
Utilities
$14.8M
Industrials
$13.6M
Healthcare
$13.2M
Energy
$8.9M
Full Holdings — ARVEST INVESTMENTS, INC. (Q2 2026)
All 255 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $66.7M | 8.1% | +4% | — |
| 2 | $IVZ | Invesco Ltd. | $58.5M | 7.1% | +5% | — |
| 3 | $GS | GOLDMAN SACHS GROUP INC | $40.1M | 4.9% | +17% | — |
| 4 | — | JANUS DETROIT STR TR - HENDERSON MTG | $29.0M | 3.5% | +6% | — |
| 5 | — | ISHARES TR - CORE S&P500 ETF | $26.0M | 3.1% | -7% | — |
| 6 | — | ISHARES TR - CMBS ETF | $24.1M | 2.9% | +6% | — |
| 7 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $22.9M | 2.8% | +1% | — |
| 8 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $22.7M | 2.8% | +4% | — |
| 9 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $22.6M | 2.7% | +7% | — |
| 10 | $GS | GOLDMAN SACHS GROUP INC | $21.8M | 2.6% | +1% | — |
| 11 | — | ISHARES TR - MBS ETF | $21.2M | 2.6% | +2% | — |
| 12 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $17.8M | 2.1% | +3% | — |
| 13 | — | ISHARES TR - 7-10 YR TRSY BD | $17.4M | 2.1% | -2% | — |
| 14 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $15.3M | 1.9% | +5% | — |
| 15 | — | TORTOISE CAPITAL SERIES TRUS - NORTH AMRCN PIPE | $14.5M | 1.8% | +0% | — |
| 16 | — | FIRST TR EXCHNG TRADED FD VI - FT ENER INCO ETF | $13.3M | 1.6% | -1% | — |
| 17 | — | ISHARES TR - 10-20 YR TRS ETF | $12.8M | 1.6% | +7% | — |
| 18 | — | BONDBLOXX ETF TRUST - BLOOMBERG FVE YR | $11.8M | 1.4% | NEW | — |
| 19 | — | SPDR SERIES TRUST - ST STR P500ETF | $10.9M | 1.3% | +3% | — |
| 20 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $10.9M | 1.3% | +0% | — |
| 21 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $10.9M | 1.3% | +1% | — |
| 22 | — | ISHARES TR - MSCI EAFE ETF | $10.1M | 1.2% | -1% | — |
| 23 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $9.5M | 1.1% | +11% | — |
| 24 | — | ISHARES TR - AGENCY BOND ETF | $9.1M | 1.1% | +6% | — |
| 25 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $9.0M | 1.1% | +31% | — |
| 26 |  $GOOG | Alphabet Inc. | $8.8M | 1.1% | -5% | 80.2 |
| 27 | — | ISHARES TR - EXPANDED TECH | $8.4M | 1.0% | +70% | — |
| 28 |  $JPM | JPMORGAN CHASE & CO | $8.2M | 1.0% | +6% | 35.6 |
| 29 | — | FRANKLIN TEMPLETON ETF TR - FTSE JAPAN ETF | $8.2M | 1.0% | +4% | — |
| 30 | — | ISHARES TR - EAFE SML CP ETF | $8.1M | 1.0% | +4% | — |
| 31 |  $MSFT | MICROSOFT CORP | $8.0M | 1.0% | +13% | 83.7 |
| 32 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $7.9M | 1.0% | +6% | — |
| 33 |  $AAPL | Apple Inc. | $7.8M | 0.9% | -2% | 76.1 |
| 34 | — | FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD | $7.6M | 0.9% | -25% | — |
| 35 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $6.9M | 0.8% | +15% | — |
| 36 |  $AMZN | AMAZON COM INC | $6.7M | 0.8% | -3% | 74.6 |
| 37 |  $WMT | Walmart Inc. | $6.4M | 0.8% | +17% | 63.2 |
| 38 | — | BONDBLOXX ETF TRUST - BLOOMBERG TWO YR | $6.4M | 0.8% | +7% | — |
| 39 | — | ISHARES TR - INTL SEL DIV ETF | $6.2M | 0.7% | +24% | — |
| 40 | — | GLOBAL X FDS - ARTIFICIAL ETF | $5.9M | 0.7% | -13% | — |
| 41 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $5.7M | 0.7% | +14% | — |
| 42 | — | ISHARES TR - S&P 500 GRWT ETF | $5.5M | 0.7% | +4% | — |
| 43 |  $NVDA | NVIDIA CORP | $5.5M | 0.7% | -0% | 90.2 |
| 44 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $5.2M | 0.6% | +3% | — |
| 45 |  $AMD | ADVANCED MICRO DEVICES INC | $5.1M | 0.6% | -4% | 78.8 |
| 46 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $5.0M | 0.6% | +15% | — |
| 47 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | $4.5M | 0.6% | -1% | — |
| 48 | — | EA SERIES TRUST - FREEDOM 100 EM | $4.1M | 0.5% | NEW | — |
| 49 | — | GLOBAL X FDS - US INFR DEV ETF | $4.0M | 0.5% | +9% | — |
| 50 |  $MRK | Merck & Co., Inc. | $4.0M | 0.5% | +8% | 70.9 |
| 51 |  $MU | MICRON TECHNOLOGY INC | $3.9M | 0.5% | -25% | 88.4 |
| 52 |  $PANW | Palo Alto Networks Inc | $3.8M | 0.5% | -30% | 66.5 |
| 53 |  $XOM | EXXON MOBIL CORP | $3.5M | 0.4% | +4% | 61.8 |
| 54 | — | SPROTT FDS TR - LITHIUM MINERS | $3.2M | 0.4% | -0% | — |
| 55 |  $STX | Seagate Technology Holdings plc | $3.1M | 0.4% | +4% | — |
| 56 | — | ISHARES TR - CORE S&P SCP ETF | $3.1M | 0.4% | -2% | — |
| 57 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $2.9M | 0.4% | +7% | — |
| 58 | — | ISHARES TR - FLTG RATE NT ETF | $2.9M | 0.3% | +13% | — |
| 59 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $2.8M | 0.3% | -1% | — |
| 60 | — | FIRST TR EXCHANGE-TRADED FD - LNG DUR OPRTUN | $2.8M | 0.3% | +18% | — |
| 61 | — | ISHARES TR - 20 YR TR BD ETF | $2.8M | 0.3% | +7% | — |
| 62 | — | CAMBRIA ETF TR - GLB MOMENT ETF | $2.7M | 0.3% | +3% | — |
| 63 |  $LRCX | LAM RESEARCH CORP | $2.5M | 0.3% | +0% | 82.4 |
| 64 |  $PALL | abrdn Palladium ETF Trust | $2.4M | 0.3% | NEW | — |
| 65 |  $AVGO | Broadcom Inc. | $2.4M | 0.3% | +22% | 86.4 |
| 66 |  $CEG | Constellation Energy Corp | $2.4M | 0.3% | NEW | 62.5 |
| 67 | $GS | GOLDMAN SACHS GROUP INC | $1.9M | 0.2% | +6% | — |
| 68 | — | ISHARES TR - JPMORGAN USD EMG | $1.8M | 0.2% | +6% | — |
| 69 |  $ES | EVERSOURCE ENERGY | $1.8M | 0.2% | -2% | 67 |
| 70 |  $JNJ | JOHNSON & JOHNSON | $1.8M | 0.2% | -21% | 72.8 |
| 71 |  $TFC | TRUIST FINANCIAL CORP | $1.8M | 0.2% | -2% | — |
| 72 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $1.7M | 0.2% | -2% | 68.8 |
| 73 |  $TRV | TRAVELERS COMPANIES, INC. | $1.7M | 0.2% | -1% | 71.5 |
| 74 |  $LNG | Cheniere Energy, Inc. | $1.7M | 0.2% | +14% | 48.4 |
| 75 |  $META | Meta Platforms, Inc. | $1.7M | 0.2% | -1% | 80.9 |
| 76 |  $CARR | CARRIER GLOBAL Corp | $1.6M | 0.2% | +11% | 61.5 |
| 77 |  $ABBV | AbbVie Inc. | $1.6M | 0.2% | -11% | 59.3 |
| 78 |  $AMAT | APPLIED MATERIALS INC /DE | $1.5M | 0.2% | -0% | 74.8 |
| 79 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $1.5M | 0.2% | -2% | 74.6 |
| 80 |  $PFH | PRUDENTIAL FINANCIAL INC | $1.5M | 0.2% | -3% | 58.6 |
| 81 |  $UL | UNILEVER PLC | $1.5M | 0.2% | -2% | — |
| 82 |  $EQIX | EQUINIX INC | $1.4M | 0.2% | -0% | 61.4 |
| 83 |  $DTB | DTE ENERGY CO | $1.4M | 0.2% | -2% | — |
| 84 |  $LNT | ALLIANT ENERGY CORP | $1.4M | 0.2% | -3% | 56.7 |
| 85 |  $HPQ | HP INC | $1.4M | 0.2% | -3% | 58.9 |
| 86 |  $ANET | Arista Networks, Inc. | $1.3M | 0.2% | +18% | 86 |
| 87 |  $IQV | IQVIA HOLDINGS INC. | $1.3M | 0.1% | -1% | 59.7 |
| 88 |  $OKE | ONEOK INC /NEW/ | $1.3M | 0.1% | -35% | 72 |
| 89 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $1.3M | 0.1% | -2% | 69.4 |
| 90 | — | GLOBAL X FDS - GLOBAL X COPPER | $1.2M | 0.1% | NEW | — |
| 91 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.2M | 0.1% | -0% | 68.4 |
| 92 |  $CVX | CHEVRON CORP | $1.2M | 0.1% | -3% | 54.7 |
| 93 |  $C | CITIGROUP INC | $1.2M | 0.1% | -2% | 54.8 |
| 94 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.2M | 0.1% | -0% | 71 |
| 95 |  $MO | ALTRIA GROUP, INC. | $1.1M | 0.1% | NEW | 72.1 |
| 96 |  $GD | GENERAL DYNAMICS CORP | $1.1M | 0.1% | -0% | 73 |
| 97 |  $LOW | LOWES COMPANIES INC | $1.1M | 0.1% | -0% | 63.5 |
| 98 |  $LLY | ELI LILLY & Co | $1.1M | 0.1% | -0% | 89.3 |
| 99 |  $HD | HOME DEPOT, INC. | $1.1M | 0.1% | -0% | 69.2 |
| 100 |  $KEY | KEYCORP /NEW/ | $1.1M | 0.1% | -2% | 70.4 |
| 101 |  $EIX | EDISON INTERNATIONAL | $1.1M | 0.1% | -2% | 70.7 |
| 102 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $1.1M | 0.1% | -2% | 52.1 |
| 103 |  $F | FORD MOTOR CO | $1.0M | 0.1% | -2% | 58.5 |
| 104 |  $LMT | LOCKHEED MARTIN CORP | $991,154 | 0.1% | -3% | 65 |
| 105 |  $FE | FIRSTENERGY CORP | $956,599 | 0.1% | -3% | 61.6 |
| 106 |  $NRG | NRG ENERGY, INC. | $954,502 | 0.1% | -1% | 59.5 |
| 107 |  $TROW | PRICE T ROWE GROUP INC | $934,986 | 0.1% | -2% | 75.8 |
| 108 |  $ECL | ECOLAB INC. | $883,225 | 0.1% | -32% | 64.3 |
| 109 |  $HRL | HORMEL FOODS CORP /DE/ | $879,000 | 0.1% | -3% | 58.4 |
| 110 |  $AXP | AMERICAN EXPRESS CO | $838,860 | 0.1% | +0% | 73.2 |
| 111 |  $COP | CONOCOPHILLIPS | $823,622 | 0.1% | +0% | 74.8 |
| 112 |  $OMC | OMNICOM GROUP INC. | $807,247 | 0.1% | -3% | 60.5 |
| 113 |  $BRK.B | BERKSHIRE HATHAWAY INC | $802,125 | 0.1% | -1% | 64.5 |
| 114 |  $PNW | PINNACLE WEST CAPITAL CORP | $775,750 | 0.1% | -3% | 55.5 |
| 115 |  $PFE | PFIZER INC | $755,702 | 0.1% | -2% | 69 |
| 116 |  $NEE | NEXTERA ENERGY INC | $736,478 | 0.1% | -2% | 71.7 |
| 117 |  $CVS | CVS HEALTH Corp | $733,563 | 0.1% | +0% | 51.3 |
| 118 |  $KMB | KIMBERLY CLARK CORP | $732,165 | 0.1% | NEW | 61.7 |
| 119 |  $NKE | NIKE, Inc. | $719,360 | 0.1% | NEW | 53.4 |
| 120 | — | ISHARES TR - RUS 1000 GRW ETF | $713,756 | 0.1% | +322% | — |
| 121 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $712,867 | 0.1% | -45% | 66.7 |
| 122 |  $PKG | PACKAGING CORP OF AMERICA | $709,597 | 0.1% | -3% | 70 |
| 123 |  $CPB | CAMPBELL'S Co | $708,876 | 0.1% | -3% | 54.5 |
| 124 |  $ETN | Eaton Corp plc | $704,376 | 0.1% | +0% | — |
| 125 |  $TXN | TEXAS INSTRUMENTS INC | $666,782 | 0.1% | -2% | 70.4 |
| 126 |  $AES | AES CORP | $666,736 | 0.1% | -2% | 50.9 |
| 127 |  $PG | PROCTER & GAMBLE Co | $666,627 | 0.1% | -48% | 72.9 |
| 128 |  $HON | HONEYWELL INTERNATIONAL INC | $601,619 | 0.1% | -50% | 65.7 |
| 129 |  $HONA | Honeywell Aerospace Inc. | $594,041 | 0.1% | NEW | — |
| 130 |  $ARES | Ares Management Corp | $571,020 | 0.1% | -1% | 70.8 |
| 131 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $567,624 | 0.1% | -2% | 75.4 |
| 132 |  $MA | Mastercard Inc | $566,500 | 0.1% | -1% | 81.7 |
| 133 |  $CAT | CATERPILLAR INC | $564,397 | 0.1% | +1% | 67.8 |
| 134 |  $RTX | RTX Corp | $553,821 | 0.1% | -0% | 70 |
| 135 |  $MCD | MCDONALDS CORP | $522,620 | 0.1% | -58% | 73.9 |
| 136 |  $NVS | NOVARTIS AG | $519,370 | 0.1% | -2% | — |
| 137 | $IVZ | Invesco Ltd. | $515,528 | 0.1% | -3% | — |
| 138 |  $NTAP | NetApp, Inc. | $511,327 | 0.1% | +0% | 75 |
| 139 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $507,436 | 0.1% | -3% | 62 |
| 140 |  $EXC | EXELON CORP | $499,486 | 0.1% | -3% | 63.9 |
| 141 | — | ISHARES TR - RUS 1000 VAL ETF | $491,963 | 0.1% | +7% | — |
| 142 |  $UNP | UNION PACIFIC CORP | $489,797 | 0.1% | +0% | 74 |
| 143 |  $UBER | Uber Technologies, Inc | $480,802 | 0.1% | -0% | 79.3 |
| 144 |  $SWK | STANLEY BLACK & DECKER, INC. | $480,764 | 0.1% | NEW | 52.4 |
| 145 |  $MDLZ | Mondelez International, Inc. | $478,048 | 0.1% | -0% | 53.9 |
| 146 |  $COST | COSTCO WHOLESALE CORP /NEW | $476,154 | 0.1% | -1% | 67 |
| 147 |  $SWKS | SKYWORKS SOLUTIONS, INC. | $435,886 | 0.1% | NEW | 52.1 |
| 148 |  $BBY | BEST BUY CO INC | $430,846 | 0.1% | -3% | 51.5 |
| 149 |  $NFLX | NETFLIX INC | $424,687 | 0.1% | +0% | 86.7 |
| 150 |  $VZ | VERIZON COMMUNICATIONS INC | $419,511 | 0.1% | -2% | 71.6 |
| 151 |  $DXCM | DEXCOM INC | $416,559 | 0.1% | +0% | 77.9 |
| 152 |  $GE | GENERAL ELECTRIC CO | $413,719 | 0.1% | +0% | 74.8 |
| 153 |  $CBOE | Cboe Global Markets, Inc. | $409,869 | 0.1% | -29% | 81.2 |
| 154 |  $T | AT&T INC. | $408,783 | 0.1% | -3% | 71.9 |
| 155 |  $WT | WisdomTree, Inc. | $408,222 | 0.1% | -2% | 62.9 |
| 156 |  $ORCL | ORACLE CORP | $400,228 | 0.1% | -0% | 67.2 |
| 157 | — | ISHARES TR - RUSSELL 2000 ETF | $398,697 | 0.1% | -3% | — |
| 158 |  $BMY | BRISTOL MYERS SQUIBB CO | $392,151 | 0.1% | -2% | 70.1 |
| 159 |  $DVN | DEVON ENERGY CORP/DE | $359,938 | 0.0% | NEW | 70.2 |
| 160 |  $V | VISA INC. | $339,659 | 0.0% | -1% | 83.5 |
| 161 |  $UNH | UNITEDHEALTH GROUP INC | $331,257 | 0.0% | NEW | 66.8 |
| 162 |  $PLTR | Palantir Technologies Inc. | $323,642 | 0.0% | NEW | 85.8 |
| 163 |  $WFC | WELLS FARGO & COMPANY/MN | $315,519 | 0.0% | -0% | — |
| 164 |  $MSI | Motorola Solutions, Inc. | $301,085 | 0.0% | -1% | 73.8 |
| 165 |  $DIS | Walt Disney Co | $285,092 | 0.0% | -0% | 68.9 |
| 166 |  $SPY | SPDR S&P 500 ETF TRUST | $276,304 | 0.0% | +0% | — |
| 167 |  $KR | KROGER CO | $270,375 | 0.0% | -1% | 51.1 |
| 168 |  $ALB | ALBEMARLE CORP | $258,717 | 0.0% | NEW | 50.2 |
| 169 |  $PYPL | PayPal Holdings, Inc. | $244,096 | 0.0% | +2% | 70.5 |
| 170 |  $ACN | Accenture plc | $234,834 | 0.0% | -55% | — |
| 171 |  $ISRG | INTUITIVE SURGICAL INC | $211,565 | 0.0% | -0% | 81.4 |
| 172 |  $FNF | Fidelity National Financial, Inc. | $184,725 | 0.0% | -3% | 69.7 |
| 173 | — | SPDR INDEX SHS FDS - ST S&P INTL ETF | $165,013 | 0.0% | +2% | — |
| 174 |  $BSX | BOSTON SCIENTIFIC CORP | $134,826 | 0.0% | -50% | 79.9 |
| 175 | — | CAPITAL GROUP CORE BALANCED - SHS | $66,999 | 0.0% | +0% | — |
| 176 | — | ISHARES TR - CORE 60 BALA ETF | $61,368 | 0.0% | +0% | — |
| 177 | — | FIRST TR EXCHNG TRADED FD VI - MULTI MGR SML CP | $60,145 | 0.0% | +29% | — |
| 178 | — | VANGUARD INDEX FDS - GROWTH ETF | $54,785 | 0.0% | +549% | — |
| 179 | $CFR | CULLEN/FROST BANKERS, INC. | $54,461 | 0.0% | +1% | 66.5 |
| 180 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETF | $49,888 | 0.0% | +0% | — |
| 181 |  $KMI | KINDER MORGAN, INC. | $31,970 | 0.0% | +0% | 74.6 |
| 182 | — | VANGUARD INDEX FDS - VALUE ETF | $30,946 | 0.0% | +8% | — |
| 183 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $26,414 | 0.0% | -48% | — |
| 184 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | $25,551 | 0.0% | +0% | — |
| 185 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $25,522 | 0.0% | +0% | — |
| 186 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $21,338 | 0.0% | +0% | — |
| 187 |  $PSX | Phillips 66 | $19,778 | 0.0% | NEW | 47.6 |
| 188 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $18,709 | 0.0% | +0% | — |
| 189 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $18,192 | 0.0% | +0% | — |
| 190 |  $NSC | NORFOLK SOUTHERN CORP | $15,729 | 0.0% | +0% | 70.8 |
| 191 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $14,828 | 0.0% | +45% | — |
| 192 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $13,327 | 0.0% | +0% | — |
| 193 | — | ISHARES TR - CORE US AGGBD ET | $12,570 | 0.0% | +22% | — |
| 194 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $12,362 | 0.0% | +0% | — |
| 195 | — | ISHARES TR - CORE UNIVRSL USD | $12,322 | 0.0% | NEW | — |
| 196 | — | ISHARES TR - MSCI USA MMENTM | $10,627 | 0.0% | +0% | — |
| 197 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $8,214 | 0.0% | +0% | — |
| 198 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $6,878 | 0.0% | NEW | — |
| 199 | — | VANGUARD INDEX FDS - SMALL CP ETF | $6,668 | 0.0% | +0% | — |
| 200 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $5,428 | 0.0% | +0% | — |
| 201 | — | ISHARES TR - RUS MD CP GR ETF | $4,831 | 0.0% | NEW | — |
| 202 | — | ISHARES TR - CORE S&P US VLU | $4,406 | 0.0% | NEW | — |
| 203 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $4,236 | 0.0% | +0% | — |
| 204 | — | ISHARES TR - BROAD USD HIGH | $4,146 | 0.0% | NEW | — |
| 205 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $4,020 | 0.0% | NEW | — |
| 206 | — | ISHARES TR - RUS MID CAP ETF | $3,971 | 0.0% | NEW | — |
| 207 | — | VANGUARD INDEX FDS - MID CAP ETF | $3,545 | 0.0% | +300% | — |
| 208 | — | ISHARES TR - RUS MDCP VAL ETF | $3,292 | 0.0% | NEW | — |
| 209 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $3,185 | 0.0% | +0% | — |
| 210 | — | CARNIVAL CORP LTD - COMMON SHARES | $2,927 | 0.0% | NEW | — |
| 211 | — | ISHARES TR - S&P 100 ETF | $2,926 | 0.0% | NEW | — |
| 212 | — | ISHARES TR - CORE MSCI EAFE | $2,607 | 0.0% | NEW | — |
| 213 | — | ISHARES TR - CORE INTL AGGR | $2,226 | 0.0% | NEW | — |
| 214 |  $MICC | Magnum Ice Cream Co N.V. | $1,985 | 0.0% | +0% | — |
| 215 | — | ISHARES TR - EAFE VALUE ETF | $1,684 | 0.0% | NEW | — |
| 216 | — | ISHARES TR - EAFE GRWTH ETF | $1,617 | 0.0% | NEW | — |
| 217 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $1,115 | 0.0% | +0% | — |
| 218 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $466 | 0.0% | +0% | — |
| 219 | — | ISHARES TR - SELECT DIVID ETF | $156 | 0.0% | +0% | — |
| 220 |  $INTU | INTUIT INC. | $0 | 0.0% | NEW | 82 |
| 221 |  $SPGI | S&P Global Inc. | $0 | 0.0% | NEW | 79.4 |
| 222 |  $QCOM | QUALCOMM INC/DE | $0 | 0.0% | NEW | 81.9 |
| 223 |  $AWK | American Water Works Company, Inc. | $0 | 0.0% | NEW | 61.7 |
| 224 |  $STE | STERIS plc | $0 | 0.0% | NEW | — |
| 225 |  $CTVA | Corteva, Inc. | $0 | 0.0% | NEW | 48.4 |
| 226 |  $RSG | REPUBLIC SERVICES, INC. | $0 | 0.0% | NEW | 72 |
| 227 |  $AJG | Arthur J. Gallagher & Co. | $0 | 0.0% | NEW | 72.1 |
| 228 |  $PWR | QUANTA SERVICES, INC. | $0 | 0.0% | NEW | 62.6 |
| 229 |  $FAST | FASTENAL CO | $0 | 0.0% | NEW | 73.5 |
| 230 |  $ITW | ILLINOIS TOOL WORKS INC | $0 | 0.0% | NEW | 71.2 |
| 231 |  $VRSK | Verisk Analytics, Inc. | $0 | 0.0% | NEW | 77.3 |
| 232 |  $APH | AMPHENOL CORP /DE/ | $0 | 0.0% | NEW | 80.5 |
| 233 |  $TMUS | T-Mobile US, Inc. | $0 | 0.0% | NEW | 72.7 |
| 234 | — | VANGUARD WORLD FD - INF TECH ETF | $0 | 0.0% | NEW | — |
| 235 |  $WSO | WATSCO INC | $0 | 0.0% | NEW | 58.9 |
| 236 |  $SYK | STRYKER CORP | $0 | 0.0% | NEW | 69.8 |
| 237 |  $SHW | SHERWIN WILLIAMS CO | $0 | 0.0% | NEW | 65.3 |
| 238 |  $NDAQ | NASDAQ, INC. | $0 | 0.0% | NEW | 78.5 |
| 239 |  $KO | COCA COLA CO | $0 | 0.0% | NEW | 74 |
| 240 |  $SNA | Snap-on Inc | $0 | 0.0% | NEW | 69.3 |
| 241 |  $CME | CME GROUP INC. | $0 | 0.0% | NEW | 74.5 |
| 242 |  $ATO | ATMOS ENERGY CORP | $0 | 0.0% | -100% | 72 |
| 243 |  $TRI | THOMSON REUTERS CORP /CAN/ | $0 | 0.0% | NEW | — |
| 244 |  $CTAS | CINTAS CORP | $0 | 0.0% | NEW | 76.3 |
| 245 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $0 | 0.0% | NEW | — |
| 246 |  $MKC | MCCORMICK & CO INC | $0 | 0.0% | NEW | 73.7 |
| 247 |  $CASY | CASEYS GENERAL STORES INC | $0 | 0.0% | NEW | 59.9 |
| 248 | — | ISHARES TR - PFD AND INCM SEC | $0 | 0.0% | NEW | — |
| 249 |  $EOG | EOG RESOURCES INC | $0 | 0.0% | -100% | 71.1 |
| 250 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $0 | 0.0% | NEW | 77.6 |
| 251 |  $JKHY | JACK HENRY & ASSOCIATES INC | $0 | 0.0% | NEW | 72.8 |
| 252 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $0 | 0.0% | NEW | — |
| 253 | — | VANGUARD WORLD FD - UTILITIES ETF | $0 | 0.0% | NEW | — |
| 254 |  $WEC | WEC ENERGY GROUP, INC. | $0 | 0.0% | NEW | 67 |
| 255 |  $ADP | AUTOMATIC DATA PROCESSING INC | $0 | 0.0% | NEW | 77.9 |
New Positions (64)
BONDBLOXX ETF TRUST - BLOOMBERG FVE YR$11.8M
EA SERIES TRUST - FREEDOM 100 EM$4.1M
$PALL abrdn Palladium ETF Trust$2.4M$CEG Constellation Energy Corp$2.4M GLOBAL X FDS - GLOBAL X COPPER$1.2M
$MO ALTRIA GROUP, INC.$1.1M$KMB KIMBERLY CLARK CORP$732,165$NKE NIKE, Inc.$719,360$HONA Honeywell Aerospace Inc.$594,041$SWK STANLEY BLACK & DECKER, INC.$480,764$SWKS SKYWORKS SOLUTIONS, INC.$435,886$DVN DEVON ENERGY CORP/DE$359,938$UNH UNITEDHEALTH GROUP INC$331,257$PLTR Palantir Technologies Inc.$323,642$ALB ALBEMARLE CORP$258,717
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