Diligent Investors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1549042
Institutional-grade research for retail investors
13F Reported Value
ⓘ$403.7M
Holdings
346
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Diligent Investors, LLC disclosed 346 positions worth $403.7M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 4.1% of the equity portfolio. During the quarter the fund opened 8 new positions and exited 9 and a full exit from $CPB. The portfolio is most concentrated in Other (46.4% of disclosed assets). All figures are sourced directly from Diligent Investors, LLC’s Form 13F-HR filing with the SEC under CIK 1549042.
AI Fund Analysis
Diversifying
$AAPL4.1% weight
Held 9 quarters
SPDR SERIES TRUST
4.0% weight
Held 9 quarters
SPDR SERIES TRUST
3.1% weight
Held 9 quarters
$MSFT2.0% weight
Held 9 quarters
SPDR INDEX SHS FDS
1.8% weight
Held 9 quarters
$AMZN8 quarters accumulating
$TSLA8 quarters accumulating
$GOOG8 quarters accumulating
NUVEEN CALIF AMT FREE MUNI
7 quarters accumulating
$META5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$16.7M65,776 sh SPDR SERIES TRUST
—Quality
$16.3M166,309 shSPDR SERIES TRUST
—Quality
$12.4M219,388 sh- 83.7
Quality
$7.9M21,453 sh SPDR INDEX SHS FDS
—Quality
$7.4M161,121 sh- 90.2
Quality
$6.9M39,849 sh - 61.5
Quality
$5.8M59,951 sh - 64.5
Quality
$5.6M11,773 sh SPDR SERIES TRUST
—Quality
$5.5M64,478 sh- 54.7
Quality
$5.4M25,926 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $16.7M | 65,776 |
| SPDR SERIES TRUST | — | $16.3M | 166,309 |
| SPDR SERIES TRUST | — | $12.4M | 219,388 |
| MICROSOFT CORP$MSFT | 83.7 | $7.9M | 21,453 |
| SPDR INDEX SHS FDS | — | $7.4M | 161,121 |
 NVIDIA CORP$NVDA | 90.2 | $6.9M | 39,849 |
 STATE STREET CORP$STT | 61.5 | $5.8M | 59,951 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $5.6M | 11,773 |
| SPDR SERIES TRUST | — | $5.5M | 64,478 |
 CHEVRON CORP$CVX | 54.7 | $5.4M | 25,926 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Diligent Investors, LLC's 346 positions.
Showing top 10 of 346 holdings.
Sector Allocation
Other
$187.4M
Technology
$62.6M
Financials
$53.5M
Industrials
$19.6M
Consumer Discretionary
$16.1M
Healthcare
$15.1M
Energy
$13.5M
Consumer Staples
$11.0M
Full Holdings — Diligent Investors, LLC (Q1 2026)
All 346 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 | $AAPL | Apple Inc. | $16.7M | 4.1% | -0% | 76.1 |
| 2 | — | SPDR SERIES TRUST | $16.3M | 4.0% | -2% | — |
| 3 | — | SPDR SERIES TRUST | $12.4M | 3.1% | -2% | — |
| 4 | $MSFT | MICROSOFT CORP | $7.9M | 2.0% | -3% | 83.7 |
| 5 | — | SPDR INDEX SHS FDS | $7.4M | 1.8% | -2% | — |
| 6 | $NVDA | NVIDIA CORP | $6.9M | 1.7% | +2% | 90.2 |
| 7 | $STT | STATE STREET CORP | $5.8M | 1.4% | -1% | 61.5 |
| 8 | $BRK.B | BERKSHIRE HATHAWAY INC | $5.6M | 1.4% | -1% | 64.5 |
| 9 | — | SPDR SERIES TRUST | $5.5M | 1.4% | -1% | — |
| 10 | $CVX | CHEVRON CORP | $5.4M | 1.3% | +0% | 54.7 |
| 11 | — | INNOVATOR ETFS TRUST | $5.1M | 1.3% | -0% | — |
| 12 |  $V | VISA INC. | $5.0M | 1.2% | -3% | 83.5 |
| 13 | $AMZN | AMAZON COM INC | $4.4M | 1.1% | +5% | 74.6 |
| 14 |  $WMT | Walmart Inc. | $4.2M | 1.1% | -2% | 63.2 |
| 15 | $META | Meta Platforms, Inc. | $4.1M | 1.0% | +2% | 80.9 |
| 16 | — | INNOVATOR ETFS TRUST | $4.1M | 1.0% | +2% | — |
| 17 | $GOOG | Alphabet Inc. | $4.0M | 1.0% | -1% | 80.2 |
| 18 | — | SCHWAB STRATEGIC TR | $3.6M | 0.9% | -2% | — |
| 19 | $TSLA | Tesla, Inc. | $3.6M | 0.9% | +4% | 50.1 |
| 20 |  $GLW | CORNING INC /NY | $3.3M | 0.8% | +0% | 72.7 |
| 21 |  $SPGI | S&P Global Inc. | $3.3M | 0.8% | +1% | 79.4 |
| 22 |  $DIS | Walt Disney Co | $3.2M | 0.8% | -0% | 68.9 |
| 23 | — | INNOVATOR ETFS TRUST | $3.1M | 0.8% | +41% | — |
| 24 | — | INNOVATOR ETFS TRUST | $3.1M | 0.8% | +0% | — |
| 25 |  $GS | GOLDMAN SACHS GROUP INC | $3.0M | 0.7% | -1% | — |
| 26 | — | INNOVATOR ETFS TRUST | $2.8M | 0.7% | -0% | — |
| 27 | — | INNOVATOR ETFS TRUST | $2.7M | 0.7% | -3% | — |
| 28 | — | INNOVATOR ETFS TRUST | $2.7M | 0.7% | -0% | — |
| 29 |  $QCOM | QUALCOMM INC/DE | $2.7M | 0.7% | -1% | 81.9 |
| 30 |  $JNJ | JOHNSON & JOHNSON | $2.7M | 0.7% | +0% | 72.8 |
| 31 | — | INNOVATOR ETFS TRUST | $2.6M | 0.6% | -3% | — |
| 32 | — | INNOVATOR ETFS TRUST | $2.5M | 0.6% | +0% | — |
| 33 | — | INNOVATOR ETFS TRUST | $2.5M | 0.6% | -0% | — |
| 34 | — | INNOVATOR ETFS TRUST | $2.5M | 0.6% | +0% | — |
| 35 | — | FIRST TR EXCHNG TRADED FD VI | $2.5M | 0.6% | +7% | — |
| 36 | — | FIRST TR EXCHNG TRADED FD VI | $2.5M | 0.6% | +21% | — |
| 37 | — | SPDR INDEX SHS FDS | $2.5M | 0.6% | +1% | — |
| 38 |  $XOM | EXXON MOBIL CORP | $2.4M | 0.6% | -14% | 61.8 |
| 39 |  $MS | MORGAN STANLEY | $2.3M | 0.6% | -1% | — |
| 40 | — | INNOVATOR ETFS TRUST | $2.3M | 0.6% | -4% | — |
| 41 |  $GLD | SPDR GOLD TRUST | $2.3M | 0.6% | +3% | — |
| 42 | — | INNOVATOR ETFS TRUST | $2.2M | 0.6% | -0% | — |
| 43 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $2.2M | 0.5% | -1% | — |
| 44 |  $CTVA | Corteva, Inc. | $2.1M | 0.5% | -0% | 48.4 |
| 45 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.1M | 0.5% | -0% | 66.7 |
| 46 | — | INNOVATOR ETFS TRUST | $2.1M | 0.5% | -0% | — |
| 47 | — | ISHARES TR | $2.0M | 0.5% | +1% | — |
| 48 |  $GOOGL | Alphabet Inc. | $2.0M | 0.5% | +8% | 80.2 |
| 49 |  $EME | EMCOR Group, Inc. | $2.0M | 0.5% | -2% | 71.7 |
| 50 | — | INNOVATOR ETFS TRUST | $2.0M | 0.5% | -0% | — |
| 51 |  $CSCO | CISCO SYSTEMS, INC. | $2.0M | 0.5% | -0% | 72.3 |
| 52 |  $SPG | SIMON PROPERTY GROUP INC. | $1.9M | 0.5% | +0% | 76.9 |
| 53 |  $AXP | AMERICAN EXPRESS CO | $1.9M | 0.5% | +0% | 73.2 |
| 54 | — | INNOVATOR ETFS TRUST | $1.8M | 0.5% | +0% | — |
| 55 |  $AMAT | APPLIED MATERIALS INC /DE | $1.8M | 0.4% | -5% | 74.8 |
| 56 | — | INNOVATOR ETFS TRUST | $1.8M | 0.4% | -0% | — |
| 57 | — | SPDR SERIES TRUST | $1.8M | 0.4% | +0% | — |
| 58 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.8M | 0.4% | -1% | 68.4 |
| 59 |  $GLDM | World Gold Trust | $1.8M | 0.4% | +0% | — |
| 60 |  $JPM | JPMORGAN CHASE & CO | $1.8M | 0.4% | -0% | 35.6 |
| 61 |  $PLTR | Palantir Technologies Inc. | $1.7M | 0.4% | +3% | 85.8 |
| 62 |  $BX | Blackstone Inc. | $1.7M | 0.4% | +3% | 68 |
| 63 | — | INNOVATOR ETFS TRUST | $1.7M | 0.4% | -1% | — |
| 64 |  $VZ | VERIZON COMMUNICATIONS INC | $1.7M | 0.4% | +1% | 71.6 |
| 65 |  $BA | BOEING CO | $1.7M | 0.4% | -16% | 51.8 |
| 66 |  $KO | COCA COLA CO | $1.6M | 0.4% | +3% | 74 |
| 67 | — | INNOVATOR ETFS TRUST | $1.6M | 0.4% | -1% | — |
| 68 |  $PG | PROCTER & GAMBLE Co | $1.6M | 0.4% | -1% | 72.9 |
| 69 |  $MU | MICRON TECHNOLOGY INC | $1.6M | 0.4% | +61% | 88.4 |
| 70 |  $T | AT&T INC. | $1.6M | 0.4% | -1% | 71.9 |
| 71 | — | INNOVATOR ETFS TRUST | $1.5M | 0.4% | -0% | — |
| 72 |  $MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | $1.5M | 0.4% | +6% | — |
| 73 |  $WMB | WILLIAMS COMPANIES, INC. | $1.5M | 0.4% | +0% | 72.8 |
| 74 | — | INNOVATOR ETFS TRUST | $1.5M | 0.4% | -4% | — |
| 75 | — | INNOVATOR ETFS TRUST | $1.5M | 0.4% | -1% | — |
| 76 | — | FIRST TR EXCHNG TRADED FD VI | $1.4M | 0.4% | +0% | — |
| 77 |  $MCD | MCDONALDS CORP | $1.4M | 0.4% | +0% | 73.9 |
| 78 | — | INNOVATOR ETFS TRUST | $1.4M | 0.3% | +263% | — |
| 79 | — | INNOVATOR ETFS TRUST | $1.4M | 0.3% | +0% | — |
| 80 | — | INNOVATOR ETFS TRUST | $1.4M | 0.3% | +0% | — |
| 81 |  $RTX | RTX Corp | $1.4M | 0.3% | -1% | 70 |
| 82 | — | FIRST TR EXCHNG TRADED FD VI | $1.4M | 0.3% | -2% | — |
| 83 |  $NFLX | NETFLIX INC | $1.4M | 0.3% | +10% | 86.7 |
| 84 |  $MRK | Merck & Co., Inc. | $1.4M | 0.3% | -0% | 70.9 |
| 85 |  $PFE | PFIZER INC | $1.4M | 0.3% | -2% | 69 |
| 86 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.3M | 0.3% | +1% | 67 |
| 87 |  $GBTC | Grayscale Bitcoin Trust ETF | $1.3M | 0.3% | -7% | — |
| 88 | — | INNOVATOR ETFS TRUST | $1.3M | 0.3% | +8% | — |
| 89 |  $HD | HOME DEPOT, INC. | $1.3M | 0.3% | -1% | 69.2 |
| 90 |  $WFC | WELLS FARGO & COMPANY/MN | $1.3M | 0.3% | +0% | — |
| 91 |  $MDLZ | Mondelez International, Inc. | $1.3M | 0.3% | -1% | 53.9 |
| 92 |  $AMH | American Homes 4 Rent | $1.3M | 0.3% | -3% | — |
| 93 | — | INNOVATOR ETFS TRUST | $1.3M | 0.3% | -1% | — |
| 94 |  $CAT | CATERPILLAR INC | $1.3M | 0.3% | +6% | 67.8 |
| 95 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.3M | 0.3% | +9% | 71 |
| 96 | — | FIRST TR EXCHNG TRADED FD VI | $1.3M | 0.3% | -2% | — |
| 97 |  $INTC | INTEL CORP | $1.2M | 0.3% | -0% | 41.5 |
| 98 | — | FIRST TR EXCHNG TRADED FD VI | $1.2M | 0.3% | +92% | — |
| 99 | — | INNOVATOR ETFS TRUST | $1.2M | 0.3% | -4% | — |
| 100 | — | SELECT SECTOR SPDR TR | $1.2M | 0.3% | -1% | — |
| 101 |  $MMM | 3M CO | $1.2M | 0.3% | -1% | 60.7 |
| 102 | — | VANGUARD SCOTTSDALE FDS | $1.2M | 0.3% | +0% | — |
| 103 | — | SPDR SERIES TRUST | $1.2M | 0.3% | +0% | — |
| 104 | — | SCHWAB STRATEGIC TR | $1.2M | 0.3% | +0% | — |
| 105 |  $SYF | Synchrony Financial | $1.2M | 0.3% | +0% | — |
| 106 | — | INNOVATOR ETFS TRUST | $1.2M | 0.3% | -3% | — |
| 107 | — | INNOVATOR ETFS TRUST | $1.1M | 0.3% | -0% | — |
| 108 | — | PACER FDS TR | $1.1M | 0.3% | -1% | — |
| 109 |  $IVZ | Invesco Ltd. | $1.1M | 0.3% | +4% | — |
| 110 | — | FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.3% | +0% | — |
| 111 | — | FIRST TR EXCHNG TRADED FD VI | $1.1M | 0.3% | +0% | — |
| 112 | — | INNOVATOR ETFS TRUST | $1.1M | 0.3% | -3% | — |
| 113 |  $EIX | EDISON INTERNATIONAL | $1.1M | 0.3% | -1% | 70.7 |
| 114 | — | FIRST TR EXCHNG TRADED FD VI | $1.0M | 0.3% | -0% | — |
| 115 |  $O | REALTY INCOME CORP | $1.0M | 0.3% | -4% | 74.6 |
| 116 | — | INNOVATOR ETFS TRUST | $1.0M | 0.3% | +0% | — |
| 117 | — | SPDR SERIES TRUST | $1.0M | 0.3% | -3% | — |
| 118 | — | FIRST TR EXCHNG TRADED FD VI | $1.0M | 0.3% | -5% | — |
| 119 |  $ZTS | Zoetis Inc. | $1.0M | 0.3% | -0% | 72.6 |
| 120 |  $AFL | AFLAC INC | $987,390 | 0.2% | +0% | 60.3 |
| 121 | — | SPDR SERIES TRUST | $985,404 | 0.2% | -2% | — |
| 122 |  $ISRG | INTUITIVE SURGICAL INC | $983,292 | 0.2% | +0% | 81.4 |
| 123 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $981,603 | 0.2% | +7% | — |
| 124 |  $PSA | Public Storage | $970,834 | 0.2% | +0% | 73.9 |
| 125 | — | FIRST TR EXCHNG TRADED FD VI | $955,493 | 0.2% | +5% | — |
| 126 | — | FIRST TR EXCHNG TRADED FD VI | $952,068 | 0.2% | -33% | — |
| 127 | — | FIRST TR EXCHNG TRADED FD VI | $940,921 | 0.2% | -66% | — |
| 128 | — | SCHWAB STRATEGIC TR | $939,063 | 0.2% | +0% | — |
| 129 |  $PEP | PEPSICO INC | $900,645 | 0.2% | +1% | 62.7 |
| 130 | — | ISHARES TR | $891,057 | 0.2% | -1% | — |
| 131 |  $MET | METLIFE INC | $859,440 | 0.2% | +0% | 73.9 |
| 132 |  $CAH | CARDINAL HEALTH INC | $849,841 | 0.2% | +0% | 58.6 |
| 133 | — | SELECT SECTOR SPDR TR | $845,633 | 0.2% | -3% | — |
| 134 | — | INNOVATOR ETFS TRUST | $839,060 | 0.2% | +0% | — |
| 135 |  $MDT | Medtronic plc | $836,952 | 0.2% | +0% | — |
| 136 |  $DUK | Duke Energy CORP | $826,147 | 0.2% | -1% | 64 |
| 137 | — | FIRST TR EXCHNG TRADED FD VI | $817,830 | 0.2% | +0% | — |
| 138 | — | FIRST TR EXCHNG TRADED FD VI | $816,826 | 0.2% | +0% | — |
| 139 |  $POOL | POOL CORP | $816,588 | 0.2% | +0% | 56.3 |
| 140 | — | VANGUARD INDEX FDS | $804,028 | 0.2% | -5% | — |
| 141 |  $HCA | HCA Healthcare, Inc. | $797,883 | 0.2% | -4% | 70.5 |
| 142 | — | FIRST TR EXCHNG TRADED FD VI | $781,737 | 0.2% | +17% | — |
| 143 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $778,261 | 0.2% | +7% | — |
| 144 |  $ETN | Eaton Corp plc | $775,071 | 0.2% | -1% | — |
| 145 |  $ABT | ABBOTT LABORATORIES | $770,025 | 0.2% | +0% | 67 |
| 146 | — | INNOVATOR ETFS TRUST | $765,483 | 0.2% | +0% | — |
| 147 |  $KMI | KINDER MORGAN, INC. | $742,588 | 0.2% | +0% | 74.6 |
| 148 | — | FIRST TR EXCHNG TRADED FD VI | $738,626 | 0.2% | +0% | — |
| 149 |  $HSY | HERSHEY CO | $736,970 | 0.2% | -1% | 59.4 |
| 150 |  $ORCL | ORACLE CORP | $733,432 | 0.2% | +17% | 67.2 |
| 151 |  $GE | GENERAL ELECTRIC CO | $731,278 | 0.2% | +1% | 74.8 |
| 152 |  $TM | TOYOTA MOTOR CORP/ | $726,261 | 0.2% | -2% | — |
| 153 |  $AVGO | Broadcom Inc. | $723,574 | 0.2% | +13% | 86.4 |
| 154 |  $MA | Mastercard Inc | $720,221 | 0.2% | +0% | 81.7 |
| 155 |  $TEX | TEREX CORP | $718,656 | 0.2% | +0% | 49.9 |
| 156 | — | INNOVATOR ETFS TRUST | $706,286 | 0.2% | -2% | — |
| 157 | — | VANGUARD INDEX FDS | $705,714 | 0.2% | +0% | — |
| 158 | — | INNOVATOR ETFS TRUST | $704,926 | 0.2% | +60% | — |
| 159 | — | FIRST TR EXCHNG TRADED FD VI | $685,297 | 0.2% | +6% | — |
| 160 | — | SELECT SECTOR SPDR TR | $679,119 | 0.2% | +0% | — |
| 161 |  $BNL | Broadstone Net Lease, Inc. | $672,844 | 0.2% | +1% | 54 |
| 162 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $671,324 | 0.2% | +0% | 60.5 |
| 163 | — | INNOVATOR ETFS TRUST | $666,849 | 0.2% | +0% | — |
| 164 | — | FIRST TR EXCHNG TRADED FD VI | $649,898 | 0.2% | -5% | — |
| 165 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $648,889 | 0.2% | +1% | 63.2 |
| 166 |  $TXN | TEXAS INSTRUMENTS INC | $647,583 | 0.2% | -0% | 70.4 |
| 167 | — | SELECT SECTOR SPDR TR | $647,070 | 0.2% | +0% | — |
| 168 |  $SNOW | Snowflake Inc. | $640,834 | 0.2% | -2% | 49.6 |
| 169 |  $GPN | GLOBAL PAYMENTS INC | $639,397 | 0.2% | +0% | 42.9 |
| 170 |  $AMGN | AMGEN INC | $622,383 | 0.1% | +0% | 79.5 |
| 171 | — | INNOVATOR ETFS TRUST | $613,037 | 0.1% | -2% | — |
| 172 |  $COP | CONOCOPHILLIPS | $603,079 | 0.1% | +2% | 74.8 |
| 173 | — | SCHWAB STRATEGIC TR | $600,965 | 0.1% | +0% | — |
| 174 |  $TRV | TRAVELERS COMPANIES, INC. | $599,694 | 0.1% | +0% | 71.5 |
| 175 |  $DB | DEUTSCHE BANK AKTIENGESELLSCHAFT | $595,600 | 0.1% | +0% | — |
| 176 |  $SRE | SEMPRA | $595,361 | 0.1% | +0% | 47.6 |
| 177 | — | SELECT SECTOR SPDR TR | $592,579 | 0.1% | -6% | — |
| 178 |  $ACI | Albertsons Companies, Inc. | $592,400 | 0.1% | -5% | 52.2 |
| 179 | $HD | HOME DEPOT, INC. | $590,464 | 0.1% | +0% | 69.2 |
| 180 | — | FIRST TR EXCHNG TRADED FD VI | $579,272 | 0.1% | +0% | — |
| 181 |  $AMD | ADVANCED MICRO DEVICES INC | $575,127 | 0.1% | +6% | 78.8 |
| 182 |  $ABBV | AbbVie Inc. | $573,579 | 0.1% | +2% | 59.3 |
| 183 |  $ING | ING GROEP NV | $570,495 | 0.1% | +0% | — |
| 184 |  $ET | Energy Transfer LP | $568,315 | 0.1% | -1% | 64.5 |
| 185 | — | PACER FDS TR | $564,604 | 0.1% | +0% | — |
| 186 |  $MO | ALTRIA GROUP, INC. | $563,859 | 0.1% | -3% | 72.1 |
| 187 |  $CVS | CVS HEALTH Corp | $563,688 | 0.1% | -3% | 51.3 |
| 188 | — | INNOVATOR ETFS TRUST | $561,712 | 0.1% | +178% | — |
| 189 | — | J P MORGAN EXCHANGE TRADED F | $561,228 | 0.1% | NEW | — |
| 190 |  $SO | SOUTHERN CO | $558,497 | 0.1% | -2% | 65.1 |
| 191 | — | FIRST TR EXCHNG TRADED FD VI | $555,074 | 0.1% | +0% | — |
| 192 |  $PANW | Palo Alto Networks Inc | $549,898 | 0.1% | -7% | 66.5 |
| 193 | — | INNOVATOR ETFS TRUST | $548,297 | 0.1% | -0% | — |
| 194 | — | INNOVATOR ETFS TRUST | $545,534 | 0.1% | +154% | — |
| 195 | — | EATON VANCE TAX-MANAGED GLOB | $539,031 | 0.1% | +1% | — |
| 196 | — | FIRST TR EXCHNG TRADED FD VI | $534,399 | 0.1% | -1% | — |
| 197 |  $KR | KROGER CO | $518,387 | 0.1% | -7% | 51.1 |
| 198 |  $SCHW | SCHWAB CHARLES CORP | $515,480 | 0.1% | -4% | 77.2 |
| 199 | — | INNOVATOR ETFS TRUST | $501,665 | 0.1% | -0% | — |
| 200 |  $ADBE | ADOBE INC. | $499,772 | 0.1% | +0% | 80.4 |
| 201 |  $WPC | W. P. Carey Inc. | $494,331 | 0.1% | +0% | 62.1 |
| 202 |  $VVV | VALVOLINE INC | $476,437 | 0.1% | -2% | 52.9 |
| 203 | — | INNOVATOR ETFS TRUST | $476,198 | 0.1% | -3% | — |
| 204 |  $GEV | GE Vernova Inc. | $467,899 | 0.1% | -7% | 70.1 |
| 205 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $462,206 | 0.1% | +0% | 57.4 |
| 206 |  $NDAQ | NASDAQ, INC. | $458,406 | 0.1% | +0% | 78.5 |
| 207 |  $FCX | FREEPORT-MCMORAN INC | $457,520 | 0.1% | +0% | 73.1 |
| 208 |  $SKT | TANGER INC. | $449,815 | 0.1% | -1% | — |
| 209 |  $UNP | UNION PACIFIC CORP | $449,519 | 0.1% | +0% | 74 |
| 210 | — | INNOVATOR ETFS TRUST | $441,740 | 0.1% | -0% | — |
| 211 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $435,599 | 0.1% | +5% | 59.5 |
| 212 |  $CRM | Salesforce, Inc. | $435,458 | 0.1% | +4% | 75.2 |
| 213 |  $UNH | UNITEDHEALTH GROUP INC | $435,134 | 0.1% | +17% | 66.8 |
| 214 |  $DOV | DOVER Corp | $432,018 | 0.1% | -7% | 63.1 |
| 215 |  $UPS | UNITED PARCEL SERVICE INC | $431,524 | 0.1% | -5% | 58.2 |
| 216 | — | FIRST TR EXCHNG TRADED FD VI | $429,888 | 0.1% | -82% | — |
| 217 | — | NUVEEN CALIF AMT FREE MUNI I | $429,438 | 0.1% | +0% | — |
| 218 |  $WM | WASTE MANAGEMENT INC | $426,777 | 0.1% | -4% | 70.7 |
| 219 | — | ISHARES TR | $426,078 | 0.1% | +0% | — |
| 220 |  $CRWD | CrowdStrike Holdings, Inc. | $425,547 | 0.1% | +16% | 55 |
| 221 |  $WRB | BERKLEY W R CORP | $424,921 | 0.1% | +0% | 71.8 |
| 222 | — | FIRST TR EXCHNG TRADED FD VI | $424,710 | 0.1% | +0% | — |
| 223 | — | EATON VANCE SHORT DURATION D | $420,057 | 0.1% | +0% | — |
| 224 |  $SLV | iShares Silver Trust | $417,698 | 0.1% | +40% | — |
| 225 | — | SELECT SECTOR SPDR TR | $416,158 | 0.1% | -5% | — |
| 226 |  $LLY | ELI LILLY & Co | $393,854 | 0.1% | +9% | 89.3 |
| 227 |  $SHEL | Shell plc | $393,609 | 0.1% | +0% | — |
| 228 | — | INNOVATOR ETFS TRUST | $393,226 | 0.1% | +0% | — |
| 229 | — | INNOVATOR ETFS TRUST | $388,211 | 0.1% | +0% | — |
| 230 |  $HON | HONEYWELL INTERNATIONAL INC | $388,076 | 0.1% | -2% | 65.7 |
| 231 | — | SPDR SERIES TRUST | $382,700 | 0.1% | +0% | — |
| 232 | — | INNOVATOR ETFS TRUST | $381,627 | 0.1% | +0% | — |
| 233 | — | FIRST TR EXCHNG TRADED FD VI | $381,454 | 0.1% | +0% | — |
| 234 | — | VANGUARD INTL EQUITY INDEX F | $381,363 | 0.1% | +0% | — |
| 235 | — | INNOVATOR ETFS TRUST | $378,998 | 0.1% | +0% | — |
| 236 |  $CI | Cigna Group | $376,651 | 0.1% | -5% | 66.8 |
| 237 | — | FIRST TR EXCHNG TRADED FD VI | $374,909 | 0.1% | +0% | — |
| 238 |  $SBUX | STARBUCKS CORP | $374,414 | 0.1% | +0% | 54.6 |
| 239 |  $PHYS | Sprott Physical Gold Trust | $371,588 | 0.1% | +14% | — |
| 240 |  $SHOP | SHOPIFY INC. | $363,808 | 0.1% | -7% | — |
| 241 | — | INNOVATOR ETFS TRUST | $361,374 | 0.1% | +14% | — |
| 242 |  $SPY | SPDR S&P 500 ETF TRUST | $356,611 | 0.1% | -3% | — |
| 243 |  $ALPS | Alps Group Inc | $349,362 | 0.1% | -3% | — |
| 244 |  $CAR | AVIS BUDGET GROUP, INC. | $347,561 | 0.1% | +0% | 49.2 |
| 245 | $IVZ | Invesco Ltd. | $347,215 | 0.1% | -1% | — |
| 246 | — | INNOVATOR ETFS TRUST | $346,919 | 0.1% | +0% | — |
| 247 |  $RL | RALPH LAUREN CORP | $346,435 | 0.1% | +0% | 76.6 |
| 248 | — | INNOVATOR ETFS TRUST | $340,575 | 0.1% | +0% | — |
| 249 | — | INNOVATOR ETFS TRUST | $340,384 | 0.1% | -6% | — |
| 250 |  $NBIS | Nebius Group N.V. | $339,606 | 0.1% | +0% | — |
| 251 | — | FIRST TR EXCHNG TRADED FD VI | $337,982 | 0.1% | +0% | — |
| 252 |  $REG | REGENCY CENTERS CORP | $337,822 | 0.1% | -2% | 67.6 |
| 253 | — | INNOVATOR ETFS TRUST | $334,426 | 0.1% | +0% | — |
| 254 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $327,953 | 0.1% | -13% | 33 |
| 255 | — | FIRST TR EXCHNG TRADED FD VI | $323,204 | 0.1% | +0% | — |
| 256 |  $Q | Qnity Electronics, Inc. | $322,224 | 0.1% | -13% | — |
| 257 | — | INNOVATOR ETFS TRUST | $321,313 | 0.1% | -0% | — |
| 258 | — | INNOVATOR ETFS TRUST | $319,960 | 0.1% | +53% | — |
| 259 | $IVZ | Invesco Ltd. | $314,050 | 0.1% | -2% | — |
| 260 | — | FIRST TR EXCHNG TRADED FD VI | $305,798 | 0.1% | +0% | — |
| 261 |  $WH | WYNDHAM HOTELS & RESORTS, INC. | $305,587 | 0.1% | +0% | 61.4 |
| 262 | — | FIRST TR EXCHNG TRADED FD VI | $305,231 | 0.1% | +0% | — |
| 263 |  $CB | Chubb Ltd | $303,441 | 0.1% | +0% | — |
| 264 | — | INNOVATOR ETFS TRUST | $301,161 | 0.1% | +0% | — |
| 265 | — | SPDR SERIES TRUST | $299,966 | 0.1% | +0% | — |
| 266 |  $BROS | Dutch Bros Inc. | $298,843 | 0.1% | -19% | 65.9 |
| 267 | — | INNOVATOR ETFS TRUST | $298,116 | 0.1% | +0% | — |
| 268 | — | INNOVATOR ETFS TRUST | $298,005 | 0.1% | +0% | — |
| 269 | — | FIRST TR EXCHNG TRADED FD VI | $297,856 | 0.1% | +0% | — |
| 270 | — | INNOVATOR ETFS TRUST | $293,656 | 0.1% | +0% | — |
| 271 |  $DD | DuPont de Nemours, Inc. | $292,488 | 0.1% | +0% | 31.1 |
| 272 |  $HIMS | Hims & Hers Health, Inc. | $291,823 | 0.1% | +7% | 50.9 |
| 273 |  $MSTR | Strategy Inc | $291,408 | 0.1% | -11% | 25.4 |
| 274 | — | FIRST TR EXCHNG TRADED FD VI | $288,951 | 0.1% | -2% | — |
| 275 | — | FIRST TR EXCHNG TRADED FD VI | $284,040 | 0.1% | +10% | — |
| 276 | — | SPDR SERIES TRUST | $281,700 | 0.1% | +0% | — |
| 277 | — | INNOVATOR ETFS TRUST | $281,600 | 0.1% | -25% | — |
| 278 | — | INNOVATOR ETFS TRUST | $280,802 | 0.1% | +0% | — |
| 279 | — | FIRST TR EXCHNG TRADED FD VI | $280,794 | 0.1% | +0% | — |
| 280 |  $NUE | NUCOR CORP | $279,506 | 0.1% | +0% | 58.9 |
| 281 |  $FSK | FS KKR Capital Corp | $278,948 | 0.1% | +1% | — |
| 282 | — | FIRST TR EXCHNG TRADED FD VI | $278,874 | 0.1% | +0% | — |
| 283 | — | SELECT SECTOR SPDR TR | $278,335 | 0.1% | +0% | — |
| 284 |  $DLR | DIGITAL REALTY TRUST, INC. | $278,046 | 0.1% | +0% | 70.2 |
| 285 | — | FIRST TR EXCHNG TRADED FD VI | $277,650 | 0.1% | +0% | — |
| 286 | — | VANGUARD INDEX FDS | $277,492 | 0.1% | +0% | — |
| 287 |  $PSLV | Sprott Physical Silver Trust | $273,168 | 0.1% | +25% | — |
| 288 |  $BMY | BRISTOL MYERS SQUIBB CO | $272,804 | 0.1% | +5% | 70.1 |
| 289 |  $CIEN | CIENA CORP | $271,761 | 0.1% | NEW | 70.7 |
| 290 |  $NET | Cloudflare, Inc. | $271,337 | 0.1% | +4% | 52.6 |
| 291 |  $SW | Smurfit Westrock plc | $271,160 | 0.1% | -10% | — |
| 292 |  $VLO | VALERO ENERGY CORP/TX | $268,823 | 0.1% | NEW | 51.4 |
| 293 | — | FIRST TR EXCHNG TRADED FD VI | $267,800 | 0.1% | +0% | — |
| 294 | — | AIM ETF PRODUCTS TRUST | $265,400 | 0.1% | -2% | — |
| 295 |  $MPC | Marathon Petroleum Corp | $263,310 | 0.1% | NEW | 50.7 |
| 296 |  $RLJ | RLJ Lodging Trust | $261,356 | 0.1% | -2% | 45.7 |
| 297 | — | PACER FDS TR | $260,977 | 0.1% | +0% | — |
| 298 | — | ALPS ETF TR | $260,745 | 0.1% | +2% | — |
| 299 |  $COIN | Coinbase Global, Inc. | $258,772 | 0.1% | +2% | 68 |
| 300 | — | INNOVATOR ETFS TRUST | $258,516 | 0.1% | +0% | — |
| 301 | — | FIRST TR EXCHNG TRADED FD VI | $250,344 | 0.1% | +0% | — |
| 302 | — | FIRST TR EXCHNG TRADED FD VI | $248,617 | 0.1% | +0% | — |
| 303 | — | INNOVATOR ETFS TRUST | $247,003 | 0.1% | +0% | — |
| 304 |  $KKR | KKR & Co. Inc. | $244,667 | 0.1% | -18% | 49.8 |
| 305 | — | DAVIS FUNDAMENTAL ETF TR | $244,207 | 0.1% | +0% | — |
| 306 | $IVZ | Invesco Ltd. | $240,150 | 0.1% | -13% | — |
| 307 | $ALPS | Alps Group Inc | $239,695 | 0.1% | +0% | — |
| 308 | — | INNOVATOR ETFS TRUST | $239,641 | 0.1% | +0% | — |
| 309 | — | FIRST TR EXCHNG TRADED FD VI | $239,453 | 0.1% | -2% | — |
| 310 |  $ROK | ROCKWELL AUTOMATION, INC | $238,556 | 0.1% | +0% | 68.2 |
| 311 |  $NOW | ServiceNow, Inc. | $237,851 | 0.1% | +54% | 76 |
| 312 | — | ISHARES TR | $233,880 | 0.1% | +0% | — |
| 313 |  $VNO | VORNADO REALTY TRUST | $232,354 | 0.1% | +0% | 69.1 |
| 314 |  $LRCX | LAM RESEARCH CORP | $231,987 | 0.1% | NEW | 82.4 |
| 315 |  $RBLX | Roblox Corp | $231,896 | 0.1% | +9% | 53.7 |
| 316 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $231,496 | 0.1% | +0% | — |
| 317 | $IVZ | Invesco Ltd. | $228,700 | 0.1% | +1% | — |
| 318 | — | CALAMOS ETF TR | $228,535 | 0.1% | +0% | — |
| 319 |  $MSI | Motorola Solutions, Inc. | $227,400 | 0.1% | +0% | 73.8 |
| 320 |  $ARCO | Arcos Dorados Holdings Inc. | $226,210 | 0.1% | -1% | — |
| 321 | — | FIRST TR EXCHNG TRADED FD VI | $224,529 | 0.1% | +0% | — |
| 322 | — | INNOVATOR ETFS TRUST | $224,480 | 0.1% | +0% | — |
| 323 | — | INNOVATOR ETFS TRUST | $222,899 | 0.1% | +0% | — |
| 324 | — | ISHARES TR | $222,032 | 0.1% | -95% | — |
| 325 |  $SLB | SLB LIMITED/NV | $221,733 | 0.1% | NEW | 63.2 |
| 326 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $220,144 | 0.1% | +0% | — |
| 327 | — | DAVIS FUNDAMENTAL ETF TR | $219,926 | 0.1% | +0% | — |
| 328 | — | SPDR SERIES TRUST | $218,418 | 0.1% | +1% | — |
| 329 | — | FIRST TR EXCHNG TRADED FD VI | $217,526 | 0.1% | +0% | — |
| 330 | — | INNOVATOR ETFS TRUST | $217,365 | 0.1% | -8% | — |
| 331 | — | FIRST TR EXCHNG TRADED FD VI | $212,928 | 0.1% | -85% | — |
| 332 |  $ALLE | Allegion plc | $212,559 | 0.1% | +0% | — |
| 333 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $212,442 | 0.1% | NEW | 66.4 |
| 334 |  $TOL | Toll Brothers, Inc. | $212,236 | 0.1% | +0% | 68.3 |
| 335 | — | FIRST TR EXCHNG TRADED FD VI | $209,823 | 0.1% | +0% | — |
| 336 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $208,140 | 0.1% | +0% | 71.5 |
| 337 | — | INNOVATOR ETFS TRUST | $207,569 | 0.1% | +25% | — |
| 338 |  $PINE | Alpine Income Property Trust, Inc. | $205,142 | 0.1% | +2% | 36.4 |
| 339 | — | VANECK ETF TRUST | $203,911 | 0.1% | NEW | — |
| 340 |  $GIS | GENERAL MILLS INC | $200,344 | 0.1% | -4% | 64.1 |
| 341 |  $NAD | Nuveen Quality Municipal Income Fund | $180,931 | 0.0% | +0% | — |
| 342 |  $SOFI | SoFi Technologies, Inc. | $175,109 | 0.0% | +9% | 53.8 |
| 343 |  $NXP | NUVEEN SELECT TAX FREE INCOME PORTFOLIO | $143,500 | 0.0% | +0% | — |
| 344 |  $AGNC | AGNC Investment Corp. | $142,285 | 0.0% | +0% | — |
| 345 |  $RITM | Rithm Capital Corp. | $95,442 | 0.0% | +0% | 52 |
| 346 |  $BTBT | Bit Digital, Inc | $16,375 | 0.0% | +0% | 13.4 |
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