LBMC INVESTMENT ADVISORS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1536924
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.6B
Holdings
230
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
LBMC INVESTMENT ADVISORS, LLC disclosed 230 positions worth $1.6B in its Form 13F-HR for Q1 2026, followed by $IVZ. During the quarter the fund opened 10 new positions and exited 8 and a full exit from $PM. The portfolio is most concentrated in Other (73.6% of disclosed assets). All figures are sourced directly from LBMC INVESTMENT ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1536924.
AI Fund Analysis
StableISHARES TR
16.7% weight
Held 9 quarters
$IVZ15.5% weight
Held 9 quarters
ISHARES TR
10.7% weight
Held 9 quarters
ISHARES TR
3.8% weight
Held 9 quarters
ISHARES TR
3.3% weight
Held 9 quarters
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
VANGUARD WHITEHALL FDS
8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$274.6M420,340 sh- —
Quality
$254.0M1,323,360 sh ISHARES TR
—Quality
$174.8M704,809 shISHARES TR
—Quality
$62.2M458,400 shISHARES TR
—Quality
$53.9M595,160 shISHARES TR
—Quality
$47.4M488,440 shISHARES TR
—Quality
$40.9M1,741,128 shISHARES TR
—Quality
$35.8M1,616,618 shISHARES TR
—Quality
$34.9M230,707 shISHARES TR
—Quality
$34.2M1,467,776 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $274.6M | 420,340 |
| Invesco Ltd.$IVZ | — | $254.0M | 1,323,360 |
| ISHARES TR | — | $174.8M | 704,809 |
| ISHARES TR | — | $62.2M | 458,400 |
| ISHARES TR | — | $53.9M | 595,160 |
| ISHARES TR | — | $47.4M | 488,440 |
| ISHARES TR | — | $40.9M | 1,741,128 |
| ISHARES TR | — | $35.8M | 1,616,618 |
| ISHARES TR | — | $34.9M | 230,707 |
| ISHARES TR | — | $34.2M | 1,467,776 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LBMC INVESTMENT ADVISORS, LLC's 230 positions.
Showing top 10 of 230 holdings.
Sector Allocation
Other
$1.2B
Financials
$293.0M
Technology
$63.6M
Healthcare
$30.2M
Industrials
$15.3M
Consumer Discretionary
$13.6M
Energy
$6.4M
Consumer Staples
$4.9M
Full Holdings — LBMC INVESTMENT ADVISORS, LLC (Q1 2026)
All 230 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 | — | ISHARES TR | $274.6M | 16.7% | -2% | — |
| 2 | $IVZ | Invesco Ltd. | $254.0M | 15.5% | -1% | — |
| 3 | — | ISHARES TR | $174.8M | 10.7% | -1% | — |
| 4 | — | ISHARES TR | $62.2M | 3.8% | +0% | — |
| 5 | — | ISHARES TR | $53.9M | 3.3% | -0% | — |
| 6 | — | ISHARES TR | $47.4M | 2.9% | -0% | — |
| 7 | — | ISHARES TR | $40.9M | 2.5% | +2% | — |
| 8 | — | ISHARES TR | $35.8M | 2.2% | +3% | — |
| 9 | — | ISHARES TR | $34.9M | 2.1% | +1% | — |
| 10 | — | ISHARES TR | $34.2M | 2.1% | +9% | — |
| 11 | — | VANGUARD TAX-MANAGED FDS | $27.7M | 1.7% | +3% | — |
| 12 | — | VANGUARD WHITEHALL FDS | $26.0M | 1.6% | +1% | — |
| 13 | — | ISHARES TR | $25.8M | 1.6% | +2% | — |
| 14 | — | ISHARES TR | $24.5M | 1.5% | +15% | — |
| 15 | — | ISHARES TR | $22.2M | 1.4% | +1% | — |
| 16 |  $HCA | HCA Healthcare, Inc. | $20.5M | 1.3% | -2% | 70.5 |
| 17 |  $AAPL | Apple Inc. | $15.9M | 1.0% | -2% | 76.1 |
| 18 | — | VANGUARD INDEX FDS | $15.1M | 0.9% | +2% | — |
| 19 | — | VANGUARD SCOTTSDALE FDS | $15.0M | 0.9% | -1% | — |
| 20 | — | ISHARES TR | $14.8M | 0.9% | -6% | — |
| 21 | — | ISHARES TR | $14.4M | 0.9% | +5% | — |
| 22 | — | ISHARES TR | $14.3M | 0.9% | +8% | — |
| 23 | — | ISHARES TR | $13.5M | 0.8% | +2% | — |
| 24 | — | ISHARES TR | $13.3M | 0.8% | -7% | — |
| 25 | — | ISHARES TR | $12.4M | 0.8% | -3% | — |
| 26 | — | ISHARES TR | $12.4M | 0.8% | +15% | — |
| 27 | — | ISHARES TR | $12.4M | 0.8% | +16% | — |
| 28 | — | VANGUARD INDEX FDS | $12.3M | 0.8% | -4% | — |
| 29 | — | ISHARES TR | $11.2M | 0.7% | +1% | — |
| 30 | — | ISHARES TR | $8.9M | 0.5% | -5% | — |
| 31 | — | VANGUARD INDEX FDS | $8.2M | 0.5% | -1% | — |
| 32 |  $GOOGL | Alphabet Inc. | $7.8M | 0.5% | +0% | 80.2 |
| 33 | — | VANGUARD INTL EQUITY INDEX F | $7.8M | 0.5% | +3% | — |
| 34 | — | ISHARES INC | $7.7M | 0.5% | +0% | — |
| 35 | — | ISHARES TR | $7.2M | 0.4% | +12% | — |
| 36 | — | ISHARES TR | $7.0M | 0.4% | +31% | — |
| 37 |  $AMZN | AMAZON COM INC | $6.9M | 0.4% | -1% | 74.6 |
| 38 |  $MSFT | MICROSOFT CORP | $6.4M | 0.4% | +2% | 83.7 |
| 39 | — | ISHARES TR | $6.3M | 0.4% | +6% | — |
| 40 | — | ISHARES TR | $6.2M | 0.4% | +18% | — |
| 41 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.0M | 0.4% | -0% | 64.5 |
| 42 | — | ISHARES TR | $5.9M | 0.4% | +13% | — |
| 43 |  $AFL | AFLAC INC | $5.8M | 0.3% | +0% | 60.3 |
| 44 | — | ISHARES TR | $5.4M | 0.3% | -3% | — |
| 45 | — | SPDR INDEX SHS FDS | $5.4M | 0.3% | -0% | — |
| 46 | — | ISHARES TR | $5.1M | 0.3% | -1% | — |
| 47 |  $SPY | SPDR S&P 500 ETF TRUST | $4.7M | 0.3% | -1% | — |
| 48 |  $GOOG | Alphabet Inc. | $4.6M | 0.3% | -1% | 80.2 |
| 49 | — | ISHARES TR | $4.5M | 0.3% | -3% | — |
| 50 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.9M | 0.2% | +5% | — |
| 51 |  $META | Meta Platforms, Inc. | $3.8M | 0.2% | +1% | 80.9 |
| 52 |  $GRC | GORMAN RUPP CO | $3.8M | 0.2% | +0% | 62.1 |
| 53 | — | ISHARES TR | $3.6M | 0.2% | -18% | — |
| 54 | — | ISHARES TR | $3.6M | 0.2% | +18% | — |
| 55 |  $AOS | SMITH A O CORP | $3.5M | 0.2% | +0% | 66.7 |
| 56 | — | ISHARES TR | $3.2M | 0.2% | +28% | — |
| 57 | — | SPDR SERIES TRUST | $3.2M | 0.2% | -1% | — |
| 58 |  $LLY | ELI LILLY & Co | $3.2M | 0.2% | +1% | 89.3 |
| 59 |  $COF | CAPITAL ONE FINANCIAL CORP | $3.0M | 0.2% | +0% | 71 |
| 60 |  $KO | COCA COLA CO | $2.9M | 0.2% | -0% | 74 |
| 61 |  $AON | Aon plc | $2.9M | 0.2% | -3% | — |
| 62 |  $NVDA | NVIDIA CORP | $2.9M | 0.2% | +6% | 90.2 |
| 63 |  $HD | HOME DEPOT, INC. | $2.9M | 0.2% | +11% | 69.2 |
| 64 | — | VANGUARD WORLD FD | $2.7M | 0.2% | +36% | — |
| 65 | — | ISHARES INC | $2.5M | 0.2% | +122% | — |
| 66 |  $SO | SOUTHERN CO | $2.5M | 0.2% | -5% | 65.1 |
| 67 |  $JPM | JPMORGAN CHASE & CO | $2.5M | 0.1% | -2% | 35.6 |
| 68 | — | INVESCO EXCH TRD SLF IDX FD | $2.4M | 0.1% | NEW | — |
| 69 | — | INVESCO EXCH TRD SLF IDX FD | $2.4M | 0.1% | NEW | — |
| 70 |  $XOM | EXXON MOBIL CORP | $2.4M | 0.1% | -2% | 61.8 |
| 71 | — | INVESCO EXCH TRD SLF IDX FD | $2.3M | 0.1% | NEW | — |
| 72 |  $CAT | CATERPILLAR INC | $2.3M | 0.1% | +1% | 67.8 |
| 73 | — | ISHARES TR | $2.2M | 0.1% | +28% | — |
| 74 | — | SPDR SERIES TRUST | $2.1M | 0.1% | -2% | — |
| 75 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.1M | 0.1% | +2% | 67 |
| 76 | — | SCHWAB STRATEGIC TR | $1.8M | 0.1% | +0% | — |
| 77 | — | TEMA ETF TRUST | $1.7M | 0.1% | NEW | — |
| 78 |  $ORCL | ORACLE CORP | $1.7M | 0.1% | +5% | 67.2 |
| 79 |  $AVGO | Broadcom Inc. | $1.7M | 0.1% | -0% | 86.4 |
| 80 |  $DOV | DOVER Corp | $1.7M | 0.1% | +1% | 63.1 |
| 81 |  $JNJ | JOHNSON & JOHNSON | $1.7M | 0.1% | -1% | 72.8 |
| 82 |  $PNFP | Pinnacle Financial Partners, Inc. | $1.7M | 0.1% | +5% | — |
| 83 | — | SCHWAB STRATEGIC TR | $1.6M | 0.1% | +0% | — |
| 84 | — | SPDR SERIES TRUST | $1.6M | 0.1% | +0% | — |
| 85 | — | INVESCO EXCH TRD SLF IDX FD | $1.6M | 0.1% | NEW | — |
| 86 |  $MA | Mastercard Inc | $1.6M | 0.1% | +0% | 81.7 |
| 87 | — | ISHARES TR | $1.5M | 0.1% | +22% | — |
| 88 | — | ISHARES TR | $1.5M | 0.1% | +0% | — |
| 89 |  $RTX | RTX Corp | $1.4M | 0.1% | +1% | 70 |
| 90 |  $AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.1% | +0% | 78.8 |
| 91 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.4M | 0.1% | -1% | 66.7 |
| 92 |  $CVX | CHEVRON CORP | $1.3M | 0.1% | +9% | 54.7 |
| 93 |  $GE | GENERAL ELECTRIC CO | $1.3M | 0.1% | -2% | 74.8 |
| 94 | — | INVESCO EXCH TRD SLF IDX FD | $1.3M | 0.1% | NEW | — |
| 95 |  $ABBV | AbbVie Inc. | $1.3M | 0.1% | +0% | 59.3 |
| 96 | — | DIMENSIONAL ETF TRUST | $1.3M | 0.1% | +0% | — |
| 97 |  $DIS | Walt Disney Co | $1.2M | 0.1% | +0% | 68.9 |
| 98 |  $WMT | Walmart Inc. | $1.2M | 0.1% | -1% | 63.2 |
| 99 |  $V | VISA INC. | $1.2M | 0.1% | +2% | 83.5 |
| 100 | — | VANGUARD ADMIRAL FDS INC | $1.1M | 0.1% | +1870% | — |
| 101 |  $C | CITIGROUP INC | $1.1M | 0.1% | +0% | 54.8 |
| 102 |  $MU | MICRON TECHNOLOGY INC | $1.1M | 0.1% | +0% | 88.4 |
| 103 |  $MRK | Merck & Co., Inc. | $1.1M | 0.1% | +1% | 70.9 |
| 104 |  $BX | Blackstone Inc. | $1.1M | 0.1% | +1% | 68 |
| 105 |  $SHOP | SHOPIFY INC. | $1.1M | 0.1% | +0% | — |
| 106 | — | ISHARES TR | $1.1M | 0.1% | +0% | — |
| 107 |  $GEV | GE Vernova Inc. | $1.0M | 0.1% | +0% | 70.1 |
| 108 |  $BA | BOEING CO | $938,427 | 0.1% | +0% | 51.8 |
| 109 |  $CSCO | CISCO SYSTEMS, INC. | $926,680 | 0.1% | +0% | 72.3 |
| 110 |  $WFC | WELLS FARGO & COMPANY/MN | $925,586 | 0.1% | -1% | — |
| 111 | — | VANGUARD INDEX FDS | $919,394 | 0.1% | +0% | — |
| 112 |  $SMBK | SMARTFINANCIAL INC. | $900,716 | 0.1% | +0% | — |
| 113 |  $SMCI | Super Micro Computer, Inc. | $897,548 | 0.1% | +0% | 61.9 |
| 114 | — | ISHARES TR | $868,953 | 0.1% | +0% | — |
| 115 |  $COP | CONOCOPHILLIPS | $864,488 | 0.1% | +1% | 74.8 |
| 116 |  $BAC | BANK OF AMERICA CORP /DE/ | $860,282 | 0.1% | -14% | 68.4 |
| 117 | — | SELECT SECTOR SPDR TR | $833,804 | 0.1% | +0% | — |
| 118 | — | FIRST TR EXCHNG TRADED FD VI | $832,711 | 0.1% | +0% | — |
| 119 | — | VANGUARD SPECIALIZED FUNDS | $827,663 | 0.1% | +5% | — |
| 120 |  $TSLA | Tesla, Inc. | $827,516 | 0.1% | +10% | 50.1 |
| 121 |  $IBIT | iShares Bitcoin Trust ETF | $798,599 | 0.1% | -8% | — |
| 122 | — | SCHWAB STRATEGIC TR | $798,587 | 0.1% | +0% | — |
| 123 |  $GS | GOLDMAN SACHS GROUP INC | $756,603 | 0.1% | +2% | — |
| 124 |  $NBIS | Nebius Group N.V. | $746,035 | 0.1% | +0% | — |
| 125 | — | ISHARES TR | $741,969 | 0.1% | +37% | — |
| 126 | — | SPDR SERIES TRUST | $738,354 | 0.1% | -4% | — |
| 127 |  $RF | REGIONS FINANCIAL CORP | $733,309 | 0.0% | +1% | — |
| 128 | — | SCHWAB STRATEGIC TR | $708,726 | 0.0% | +0% | — |
| 129 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $687,186 | 0.0% | +0% | 70.9 |
| 130 | — | SPDR INDEX SHS FDS | $676,868 | 0.0% | +6% | — |
| 131 |  $ETN | Eaton Corp plc | $673,851 | 0.0% | -1% | — |
| 132 | — | FIS TR | $668,701 | 0.0% | NEW | — |
| 133 |  $SNOW | Snowflake Inc. | $652,749 | 0.0% | +0% | 49.6 |
| 134 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $640,476 | 0.0% | -14% | — |
| 135 |  $MDB | MongoDB, Inc. | $611,925 | 0.0% | +0% | 54.6 |
| 136 |  $PEP | PEPSICO INC | $609,015 | 0.0% | +2% | 62.7 |
| 137 | — | SELECT SECTOR SPDR TR | $604,430 | 0.0% | +0% | — |
| 138 |  $ADI | ANALOG DEVICES INC | $601,921 | 0.0% | -4% | 76.2 |
| 139 |  $UNH | UNITEDHEALTH GROUP INC | $601,172 | 0.0% | +95% | 66.8 |
| 140 | — | STATE STR SPDR DOW JONES IND | $600,822 | 0.0% | +0% | — |
| 141 | — | ISHARES TR | $592,152 | 0.0% | +51% | — |
| 142 |  $PLTR | Palantir Technologies Inc. | $591,264 | 0.0% | +23% | 85.8 |
| 143 | $IVZ | Invesco Ltd. | $587,872 | 0.0% | +67% | — |
| 144 | — | SCHWAB STRATEGIC TR | $577,814 | 0.0% | +4% | — |
| 145 | — | ISHARES TR | $552,415 | 0.0% | +0% | — |
| 146 | — | ISHARES TR | $548,127 | 0.0% | +57% | — |
| 147 | — | ISHARES TR | $547,563 | 0.0% | -4% | — |
| 148 | — | DIMENSIONAL ETF TRUST | $537,669 | 0.0% | +0% | — |
| 149 |  $ABT | ABBOTT LABORATORIES | $528,972 | 0.0% | -1% | 67 |
| 150 | $META | Meta Platforms, Inc. | $513,726 | 0.0% | -5% | 80.9 |
| 151 |  $TRV | TRAVELERS COMPANIES, INC. | $510,440 | 0.0% | +0% | 71.5 |
| 152 |  $NEE | NEXTERA ENERGY INC | $489,385 | 0.0% | -3% | 71.7 |
| 153 | — | SCHWAB STRATEGIC TR | $467,321 | 0.0% | +0% | — |
| 154 |  $PSX | Phillips 66 | $462,519 | 0.0% | +3% | 47.6 |
| 155 |  $MS | MORGAN STANLEY | $461,948 | 0.0% | +2% | — |
| 156 |  $BMY | BRISTOL MYERS SQUIBB CO | $452,135 | 0.0% | +1% | 70.1 |
| 157 | — | PROSHARES TR | $433,850 | 0.0% | +0% | — |
| 158 |  $DE | DEERE & CO | $423,039 | 0.0% | +0% | 57.4 |
| 159 |  $SCHW | SCHWAB CHARLES CORP | $420,279 | 0.0% | +2% | 77.2 |
| 160 | — | EA SERIES TRUST | $417,132 | 0.0% | +0% | — |
| 161 |  $TT | Trane Technologies plc | $416,740 | 0.0% | +0% | — |
| 162 |  $SNPS | SYNOPSYS INC | $415,512 | 0.0% | +0% | 63.1 |
| 163 |  $ATO | ATMOS ENERGY CORP | $415,066 | 0.0% | -1% | 72 |
| 164 |  $VMC | Vulcan Materials CO | $408,450 | 0.0% | +0% | 66.6 |
| 165 |  $CSWC | CAPITAL SOUTHWEST CORP | $403,690 | 0.0% | +0% | — |
| 166 |  $USB | US BANCORP DE | $401,540 | 0.0% | -4% | 71.4 |
| 167 |  $UAL | United Airlines Holdings, Inc. | $392,863 | 0.0% | +0% | 61.3 |
| 168 |  $STX | Seagate Technology Holdings plc | $391,760 | 0.0% | +0% | — |
| 169 | $IVZ | Invesco Ltd. | $391,364 | 0.0% | +0% | — |
| 170 |  $PFE | PFIZER INC | $390,924 | 0.0% | +0% | 69 |
| 171 | — | SPDR SERIES TRUST | $388,399 | 0.0% | +0% | — |
| 172 |  $FDX | FEDEX CORP | $388,237 | 0.0% | +0% | 60.3 |
| 173 | — | ISHARES TR | $380,476 | 0.0% | +0% | — |
| 174 |  $INTC | INTEL CORP | $378,259 | 0.0% | +0% | 41.5 |
| 175 |  $HON | HONEYWELL INTERNATIONAL INC | $373,854 | 0.0% | +0% | 65.7 |
| 176 |  $TFC | TRUIST FINANCIAL CORP | $372,265 | 0.0% | +0% | — |
| 177 |  $MCK | MCKESSON CORP | $372,105 | 0.0% | +0% | 63.7 |
| 178 |  $FITB | FIFTH THIRD BANCORP | $371,680 | 0.0% | +0% | — |
| 179 |  $PANW | Palo Alto Networks Inc | $370,179 | 0.0% | +9% | 66.5 |
| 180 |  $GM | General Motors Co | $365,050 | 0.0% | -23% | 58.7 |
| 181 |  $RY | ROYAL BANK OF CANADA | $364,653 | 0.0% | +0% | — |
| 182 |  $AMAT | APPLIED MATERIALS INC /DE | $358,880 | 0.0% | +0% | 74.8 |
| 183 |  $CHCO | CITY HOLDING CO | $358,560 | 0.0% | +0% | 33.7 |
| 184 | — | ISHARES TR | $354,773 | 0.0% | +0% | — |
| 185 |  $MCD | MCDONALDS CORP | $352,407 | 0.0% | +5% | 73.9 |
| 186 |  $MAIN | Main Street Capital CORP | $351,443 | 0.0% | +0% | — |
| 187 |  $GLD | SPDR GOLD TRUST | $350,687 | 0.0% | +0% | — |
| 188 |  $CAH | CARDINAL HEALTH INC | $346,126 | 0.0% | +0% | 58.6 |
| 189 |  $ALGN | ALIGN TECHNOLOGY INC | $342,860 | 0.0% | +0% | 58.2 |
| 190 |  $IAU | ISHARES GOLD TRUST | $341,885 | 0.0% | +0% | — |
| 191 | — | SCHWAB STRATEGIC TR | $334,202 | 0.0% | +0% | — |
| 192 | — | SCHWAB STRATEGIC TR | $327,348 | 0.0% | +0% | — |
| 193 |  $MPC | Marathon Petroleum Corp | $326,764 | 0.0% | -5% | 50.7 |
| 194 | — | SPDR SERIES TRUST | $325,750 | 0.0% | +0% | — |
| 195 | — | ISHARES TR | $321,661 | 0.0% | -80% | — |
| 196 |  $IIIV | i3 Verticals, Inc. | $320,330 | 0.0% | +37% | 46.1 |
| 197 | — | SPDR SERIES TRUST | $319,805 | 0.0% | +0% | — |
| 198 |  $T | AT&T INC. | $311,289 | 0.0% | -4% | 71.9 |
| 199 |  $PG | PROCTER & GAMBLE Co | $307,947 | 0.0% | -5% | 72.9 |
| 200 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $301,263 | 0.0% | +0% | 66.4 |
| 201 |  $CTVA | Corteva, Inc. | $300,268 | 0.0% | +0% | 48.4 |
| 202 |  $YMM | Full Truck Alliance Co. Ltd. | $297,264 | 0.0% | +8% | — |
| 203 |  $FBK | FB Financial Corp | $291,605 | 0.0% | +0% | — |
| 204 |  $NUE | NUCOR CORP | $287,470 | 0.0% | +0% | 58.9 |
| 205 | — | SELECT SECTOR SPDR TR | $287,054 | 0.0% | +0% | — |
| 206 | — | GLOBAL X FDS | $283,956 | 0.0% | +0% | — |
| 207 |  $APLD | Applied Digital Corp. | $283,219 | 0.0% | +0% | 35.4 |
| 208 |  $VZ | VERIZON COMMUNICATIONS INC | $283,118 | 0.0% | -4% | 71.6 |
| 209 |  $ET | Energy Transfer LP | $267,212 | 0.0% | +1% | 64.5 |
| 210 |  $FCX | FREEPORT-MCMORAN INC | $249,815 | 0.0% | +0% | 73.1 |
| 211 |  $TXN | TEXAS INSTRUMENTS INC | $249,665 | 0.0% | +4% | 70.4 |
| 212 | — | ISHARES TR | $236,984 | 0.0% | -29% | — |
| 213 |  $URI | UNITED RENTALS, INC. | $236,782 | 0.0% | +0% | 70.7 |
| 214 |  $TJX | TJX COMPANIES INC /DE/ | $233,801 | 0.0% | +0% | 70.7 |
| 215 | — | VANGUARD INDEX FDS | $231,936 | 0.0% | -2% | — |
| 216 |  $MSTR | Strategy Inc | $231,879 | 0.0% | +1% | 25.4 |
| 217 |  $AXP | AMERICAN EXPRESS CO | $226,860 | 0.0% | +0% | 73.2 |
| 218 |  $PFH | PRUDENTIAL FINANCIAL INC | $224,409 | 0.0% | +0% | 58.6 |
| 219 | — | RBB FD INC | $221,924 | 0.0% | +0% | — |
| 220 | — | ISHARES TR | $221,562 | 0.0% | +0% | — |
| 221 | — | VICTORY PORTFOLIOS II | $212,966 | 0.0% | +0% | — |
| 222 |  $Q | Qnity Electronics, Inc. | $206,877 | 0.0% | NEW | — |
| 223 |  $APH | AMPHENOL CORP /DE/ | $204,687 | 0.0% | +2% | 80.5 |
| 224 | — | VANGUARD ADMIRAL FDS INC | $204,406 | 0.0% | +0% | — |
| 225 | — | SCHWAB STRATEGIC TR | $202,805 | 0.0% | -50% | — |
| 226 |  $DUK | Duke Energy CORP | $201,838 | 0.0% | -43% | 64 |
| 227 | — | ISHARES TR | $198,975 | 0.0% | -86% | — |
| 228 | — | LISTED FDS TR | $156,589 | 0.0% | NEW | — |
| 229 |  $IBRX | ImmunityBio, Inc. | $145,730 | 0.0% | NEW | 30 |
| 230 |  $F | FORD MOTOR CO | $137,448 | 0.0% | +0% | 58.5 |
New Positions (10)
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