TCI Wealth Advisors, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1583751
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.9B
Holdings
251
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
TCI Wealth Advisors, Inc. disclosed 251 positions worth $1.9B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 14 new positions and exited 16 — including a new stake in $QQQ and a full exit from $MPC. The portfolio is most concentrated in Other (87.8% of disclosed assets). All figures are sourced directly from TCI Wealth Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1583751.
AI Fund Analysis
ConcentratingDIMENSIONAL ETF TRUST
12.5% weight
Held 9 quarters
DIMENSIONAL ETF TRUST
9.8% weight
Held 9 quarters
DIMENSIONAL ETF TRUST
8.9% weight
Held 9 quarters
AMERICAN CENTY ETF TR
7.1% weight
Held 9 quarters
DIMENSIONAL ETF TRUST
4.9% weight
Held 9 quarters
DIMENSIONAL ETF TRUST
8 quarters accumulating
AMERICAN CENTY ETF TR
8 quarters accumulating
DIMENSIONAL ETF TRUST
8 quarters accumulating
DIMENSIONAL ETF TRUST
8 quarters accumulating
DIMENSIONAL ETF TRUST
8 quarters accumulating
Sector Allocation
OtherTechnologyConsumer DiscretionaryIndustrialsFinancialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
DIMENSIONAL ETF TRUST
—Quality
$235.5M3,321,432 shDIMENSIONAL ETF TRUST
—Quality
$184.6M2,595,074 shDIMENSIONAL ETF TRUST
—Quality
$167.9M3,464,039 shAMERICAN CENTY ETF TR
—Quality
$134.0M1,212,762 shDIMENSIONAL ETF TRUST
—Quality
$92.5M2,516,301 shDIMENSIONAL ETF TRUST
—Quality
$91.8M2,362,453 shDIMENSIONAL ETF TRUST
—Quality
$85.0M1,611,107 shDIMENSIONAL ETF TRUST
—Quality
$74.0M2,784,684 shAMERICAN CENTY ETF TR
—Quality
$69.7M697,531 shDIMENSIONAL ETF TRUST
—Quality
$69.6M2,056,150 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | — | $235.5M | 3,321,432 |
| DIMENSIONAL ETF TRUST | — | $184.6M | 2,595,074 |
| DIMENSIONAL ETF TRUST | — | $167.9M | 3,464,039 |
| AMERICAN CENTY ETF TR | — | $134.0M | 1,212,762 |
| DIMENSIONAL ETF TRUST | — | $92.5M | 2,516,301 |
| DIMENSIONAL ETF TRUST | — | $91.8M | 2,362,453 |
| DIMENSIONAL ETF TRUST | — | $85.0M | 1,611,107 |
| DIMENSIONAL ETF TRUST | — | $74.0M | 2,784,684 |
| AMERICAN CENTY ETF TR | — | $69.7M | 697,531 |
| DIMENSIONAL ETF TRUST | — | $69.6M | 2,056,150 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of TCI Wealth Advisors, Inc.'s 251 positions.
Showing top 10 of 251 holdings.
Sector Allocation
Other
$1.7B
Technology
$84.2M
Consumer Discretionary
$28.4M
Industrials
$27.1M
Financials
$27.0M
Healthcare
$26.1M
Energy
$16.0M
Consumer Staples
$9.4M
Full Holdings — TCI Wealth Advisors, Inc. (Q1 2026)
All 251 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 | — | DIMENSIONAL ETF TRUST | $235.5M | 12.5% | +5% | — |
| 2 | — | DIMENSIONAL ETF TRUST | $184.6M | 9.8% | +2% | — |
| 3 | — | DIMENSIONAL ETF TRUST | $167.9M | 8.9% | +4% | — |
| 4 | — | AMERICAN CENTY ETF TR | $134.0M | 7.1% | +6% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $92.5M | 4.9% | +15% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $91.8M | 4.9% | +5% | — |
| 7 | — | DIMENSIONAL ETF TRUST | $85.0M | 4.5% | -1% | — |
| 8 | — | DIMENSIONAL ETF TRUST | $74.0M | 3.9% | +5% | — |
| 9 | — | AMERICAN CENTY ETF TR | $69.7M | 3.7% | -0% | — |
| 10 | — | DIMENSIONAL ETF TRUST | $69.6M | 3.7% | +5% | — |
| 11 | — | DIMENSIONAL ETF TRUST | $48.0M | 2.5% | -1% | — |
| 12 | — | DIMENSIONAL ETF TRUST | $43.0M | 2.3% | +5% | — |
| 13 | — | DIMENSIONAL ETF TRUST | $33.2M | 1.8% | +2% | — |
| 14 |  $AAPL | Apple Inc. | $31.7M | 1.7% | -3% | 76.1 |
| 15 | — | DIMENSIONAL ETF TRUST | $29.4M | 1.6% | -1% | — |
| 16 | — | DIMENSIONAL ETF TRUST | $28.5M | 1.5% | -4% | — |
| 17 | — | ISHARES TR | $20.9M | 1.1% | -1% | — |
| 18 | — | RBB FUND TRUST | $19.5M | 1.0% | +0% | — |
| 19 | — | AMERICAN CENTY ETF TR | $18.9M | 1.0% | -4% | — |
| 20 | — | VANGUARD INDEX FDS | $17.5M | 0.9% | +2% | — |
| 21 | — | AMERICAN CENTY ETF TR | $13.6M | 0.7% | -4% | — |
| 22 | — | ISHARES TR | $13.3M | 0.7% | +0% | — |
| 23 |  $MSFT | MICROSOFT CORP | $11.3M | 0.6% | -7% | 83.7 |
| 24 | — | DIMENSIONAL ETF TRUST | $11.1M | 0.6% | +6% | — |
| 25 |  $CAT | CATERPILLAR INC | $10.6M | 0.6% | -1% | 67.8 |
| 26 | — | DIMENSIONAL ETF TRUST | $10.5M | 0.6% | +9% | — |
| 27 | — | ISHARES TR | $10.3M | 0.6% | +7% | — |
| 28 |  $SPY | SPDR S&P 500 ETF TRUST | $10.0M | 0.5% | +2% | — |
| 29 |  $BRK.B | BERKSHIRE HATHAWAY INC | $9.7M | 0.5% | -0% | 64.5 |
| 30 |  $JNJ | JOHNSON & JOHNSON | $9.4M | 0.5% | -5% | 72.8 |
| 31 | — | DIMENSIONAL ETF TRUST | $9.2M | 0.5% | +1% | — |
| 32 |  $NVDA | NVIDIA CORP | $8.7M | 0.5% | -1% | 90.2 |
| 33 |  $XOM | EXXON MOBIL CORP | $8.6M | 0.5% | -1% | 61.8 |
| 34 |  $AMZN | AMAZON COM INC | $8.0M | 0.4% | -0% | 74.6 |
| 35 | — | DIMENSIONAL ETF TRUST | $7.3M | 0.4% | +0% | — |
| 36 |  $COST | COSTCO WHOLESALE CORP /NEW | $6.3M | 0.3% | -1% | 67 |
| 37 |  $LLY | ELI LILLY & Co | $6.3M | 0.3% | -15% | 89.3 |
| 38 |  $MCD | MCDONALDS CORP | $6.0M | 0.3% | -0% | 73.9 |
| 39 | — | DIMENSIONAL ETF TRUST | $5.8M | 0.3% | +8% | — |
| 40 | — | VANGUARD INDEX FDS | $5.6M | 0.3% | -0% | — |
| 41 |  $CVX | CHEVRON CORP | $5.6M | 0.3% | -3% | 54.7 |
| 42 | — | DIMENSIONAL ETF TRUST | $5.0M | 0.3% | +10% | — |
| 43 | — | DIMENSIONAL ETF TRUST | $4.9M | 0.3% | +23% | — |
| 44 |  $GOOGL | Alphabet Inc. | $4.7M | 0.3% | -1% | 80.2 |
| 45 | — | DIMENSIONAL ETF TRUST | $4.7M | 0.3% | -0% | — |
| 46 | — | DIMENSIONAL ETF TRUST | $4.6M | 0.2% | +1% | — |
| 47 | — | DIMENSIONAL ETF TRUST | $4.6M | 0.2% | -0% | — |
| 48 |  $GOOG | Alphabet Inc. | $4.5M | 0.2% | -14% | 80.2 |
| 49 |  $WWD | Woodward, Inc. | $4.5M | 0.2% | -0% | 70.2 |
| 50 | — | ISHARES TR | $4.5M | 0.2% | -0% | — |
| 51 | — | VANGUARD WELLINGTON FD | $3.9M | 0.2% | -2% | — |
| 52 |  $META | Meta Platforms, Inc. | $3.7M | 0.2% | +3% | 80.9 |
| 53 | — | DIMENSIONAL ETF TRUST | $3.6M | 0.2% | -0% | — |
| 54 |  $HON | HONEYWELL INTERNATIONAL INC | $3.4M | 0.2% | +0% | 65.7 |
| 55 |  $ABBV | AbbVie Inc. | $3.3M | 0.2% | -1% | 59.3 |
| 56 | — | VANGUARD BD INDEX FDS | $3.3M | 0.2% | +6% | — |
| 57 |  $JPM | JPMORGAN CHASE & CO | $3.2M | 0.2% | -28% | 35.6 |
| 58 | — | AMERICAN CENTY ETF TR | $3.1M | 0.2% | +54% | — |
| 59 | — | VANGUARD INDEX FDS | $3.1M | 0.2% | -4% | — |
| 60 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.0M | 0.2% | NEW | — |
| 61 |  $WMT | Walmart Inc. | $2.7M | 0.1% | -2% | 63.2 |
| 62 | — | DIMENSIONAL ETF TRUST | $2.5M | 0.1% | -4% | — |
| 63 |  $MCK | MCKESSON CORP | $2.4M | 0.1% | +78% | 63.7 |
| 64 |  $PEP | PEPSICO INC | $2.2M | 0.1% | -3% | 62.7 |
| 65 |  $TSLA | Tesla, Inc. | $2.2M | 0.1% | +5% | 50.1 |
| 66 | — | VANGUARD MUN BD FDS | $2.1M | 0.1% | +2% | — |
| 67 |  $PG | PROCTER & GAMBLE Co | $2.1M | 0.1% | -1% | 72.9 |
| 68 | — | VANGUARD INDEX FDS | $2.0M | 0.1% | -0% | — |
| 69 | — | ISHARES TR | $1.9M | 0.1% | -6% | — |
| 70 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.9M | 0.1% | +7% | 66.7 |
| 71 |  $AVGO | Broadcom Inc. | $1.8M | 0.1% | -9% | 86.4 |
| 72 |  $KMB | KIMBERLY CLARK CORP | $1.8M | 0.1% | -7% | 61.7 |
| 73 |  $HD | HOME DEPOT, INC. | $1.8M | 0.1% | -4% | 69.2 |
| 74 | $META | Meta Platforms, Inc. | $1.7M | 0.1% | -3% | 80.9 |
| 75 | — | VANGUARD INDEX FDS | $1.6M | 0.1% | -0% | — |
| 76 |  $T | AT&T INC. | $1.4M | 0.1% | +5% | 71.9 |
| 77 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.1% | +0% | 64.5 |
| 78 | — | VANGUARD MUN BD FDS | $1.4M | 0.1% | +0% | — |
| 79 |  $AXP | AMERICAN EXPRESS CO | $1.4M | 0.1% | -1% | 73.2 |
| 80 |  $PSN | PARSONS CORP | $1.4M | 0.1% | -5% | 60.3 |
| 81 |  $ITW | ILLINOIS TOOL WORKS INC | $1.3M | 0.1% | -0% | 71.2 |
| 82 | — | VANGUARD BD INDEX FDS | $1.3M | 0.1% | +17% | — |
| 83 | — | VANGUARD WORLD FD | $1.3M | 0.1% | -2% | — |
| 84 |  $RTX | RTX Corp | $1.3M | 0.1% | NEW | 70 |
| 85 | — | AMERICAN CENTY ETF TR | $1.3M | 0.1% | +47% | — |
| 86 | — | ISHARES TR | $1.3M | 0.1% | -6% | — |
| 87 |  $UPST | Upstart Holdings, Inc. | $1.2M | 0.1% | +9% | 51.7 |
| 88 | — | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.1% | -5% | — |
| 89 |  $MMM | 3M CO | $1.2M | 0.1% | -4% | 60.7 |
| 90 |  $VZ | VERIZON COMMUNICATIONS INC | $1.2M | 0.1% | +3% | 71.6 |
| 91 |  $CLX | CLOROX CO /DE/ | $1.2M | 0.1% | +23% | 63.5 |
| 92 |  $GE | GENERAL ELECTRIC CO | $1.2M | 0.1% | -6% | 74.8 |
| 93 | — | ISHARES TR | $1.2M | 0.1% | -2% | — |
| 94 |  $LMT | LOCKHEED MARTIN CORP | $1.1M | 0.1% | -18% | 65 |
| 95 |  $WSO | WATSCO INC | $1.1M | 0.1% | +74% | 58.9 |
| 96 | — | VANGUARD INDEX FDS | $1.1M | 0.1% | +1% | — |
| 97 |  $V | VISA INC. | $1.1M | 0.1% | -4% | 83.5 |
| 98 |  $MRK | Merck & Co., Inc. | $1.0M | 0.1% | -1% | 70.9 |
| 99 |  $ABT | ABBOTT LABORATORIES | $1.0M | 0.1% | +1% | 67 |
| 100 |  $CVS | CVS HEALTH Corp | $952,766 | 0.1% | -0% | 51.3 |
| 101 |  $TXN | TEXAS INSTRUMENTS INC | $945,912 | 0.1% | -6% | 70.4 |
| 102 | — | VANGUARD TAX-MANAGED FDS | $915,509 | 0.1% | +3% | — |
| 103 |  $GLD | SPDR GOLD TRUST | $912,215 | 0.1% | -21% | — |
| 104 |  $UNP | UNION PACIFIC CORP | $910,914 | 0.1% | -30% | 74 |
| 105 |  $CSCO | CISCO SYSTEMS, INC. | $885,254 | 0.1% | -1% | 72.3 |
| 106 | — | ISHARES TR | $875,122 | 0.1% | -3% | — |
| 107 |  $SCHW | SCHWAB CHARLES CORP | $870,519 | 0.1% | +8% | 77.2 |
| 108 | — | SCHWAB STRATEGIC TR | $861,574 | 0.1% | +19% | — |
| 109 |  $PM | Philip Morris International Inc. | $860,595 | 0.1% | +0% | 80.5 |
| 110 |  $GS | GOLDMAN SACHS GROUP INC | $857,834 | 0.1% | +1% | — |
| 111 |  $INTC | INTEL CORP | $849,963 | 0.1% | +5% | 41.5 |
| 112 | — | VANGUARD SPECIALIZED FUNDS | $840,291 | 0.0% | +1% | — |
| 113 |  $GEV | GE Vernova Inc. | $837,984 | 0.0% | -9% | 70.1 |
| 114 | — | SCHWAB STRATEGIC TR | $832,164 | 0.0% | +1% | — |
| 115 | — | VANGUARD INDEX FDS | $831,691 | 0.0% | -54% | — |
| 116 | — | ISHARES TR | $817,758 | 0.0% | -5% | — |
| 117 | — | VANGUARD INTL EQUITY INDEX F | $804,397 | 0.0% | -2% | — |
| 118 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $782,052 | 0.0% | +0% | — |
| 119 |  $NFLX | NETFLIX INC | $751,317 | 0.0% | -12% | 86.7 |
| 120 |  $MA | Mastercard Inc | $747,090 | 0.0% | -5% | 81.7 |
| 121 | — | VANGUARD WHITEHALL FDS | $720,204 | 0.0% | +0% | — |
| 122 |  $GWW | W.W. GRAINGER, INC. | $699,210 | 0.0% | +0% | 69.5 |
| 123 |  $DOV | DOVER Corp | $694,162 | 0.0% | +6% | 63.1 |
| 124 |  $DE | DEERE & CO | $691,733 | 0.0% | -1% | 57.4 |
| 125 |  $FDX | FEDEX CORP | $691,688 | 0.0% | +0% | 60.3 |
| 126 |  $ORCL | ORACLE CORP | $686,857 | 0.0% | -7% | 67.2 |
| 127 | — | ISHARES TR | $678,403 | 0.0% | -8% | — |
| 128 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $672,656 | 0.0% | -8% | 57.8 |
| 129 | — | VANGUARD INDEX FDS | $654,948 | 0.0% | +1% | — |
| 130 | — | ISHARES TR | $622,897 | 0.0% | -4% | — |
| 131 |  $BAC | BANK OF AMERICA CORP /DE/ | $620,671 | 0.0% | -6% | 68.4 |
| 132 | — | ISHARES U S ETF TR | $614,401 | 0.0% | +1% | — |
| 133 |  $MO | ALTRIA GROUP, INC. | $604,665 | 0.0% | +4% | 72.1 |
| 134 |  $AMGN | AMGEN INC | $595,196 | 0.0% | -37% | 79.5 |
| 135 | — | ISHARES TR | $592,367 | 0.0% | -53% | — |
| 136 | — | ISHARES TR | $580,352 | 0.0% | +0% | — |
| 137 |  $SM | SM Energy Co | $569,881 | 0.0% | -38% | 66.6 |
| 138 | — | ISHARES INC | $563,678 | 0.0% | +9% | — |
| 139 |  $QCOM | QUALCOMM INC/DE | $553,368 | 0.0% | +0% | 81.9 |
| 140 | — | AMERICAN CENTY ETF TR | $546,152 | 0.0% | -0% | — |
| 141 |  $PNW | PINNACLE WEST CAPITAL CORP | $513,624 | 0.0% | +0% | 55.5 |
| 142 |  $LRCX | LAM RESEARCH CORP | $512,147 | 0.0% | +0% | 82.4 |
| 143 |  $VLO | VALERO ENERGY CORP/TX | $511,456 | 0.0% | -0% | 51.4 |
| 144 | — | VANGUARD WORLD FD | $507,774 | 0.0% | -2% | — |
| 145 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $501,180 | 0.0% | +1% | — |
| 146 | — | ISHARES TR | $501,027 | 0.0% | -2% | — |
| 147 | — | VANGUARD INTL EQUITY INDEX F | $500,566 | 0.0% | -2% | — |
| 148 |  $BX | Blackstone Inc. | $499,420 | 0.0% | +9% | 68 |
| 149 |  $NOW | ServiceNow, Inc. | $497,031 | 0.0% | +1% | 76 |
| 150 |  $NSC | NORFOLK SOUTHERN CORP | $495,566 | 0.0% | +0% | 70.8 |
| 151 | — | VANGUARD SCOTTSDALE FDS | $490,493 | 0.0% | +3% | — |
| 152 |  $COF | CAPITAL ONE FINANCIAL CORP | $472,494 | 0.0% | -9% | 71 |
| 153 |  $CTAS | CINTAS CORP | $456,848 | 0.0% | +0% | 76.3 |
| 154 |  $DHR | DANAHER CORP /DE/ | $451,248 | 0.0% | -2% | 63.9 |
| 155 | — | ISHARES TR | $446,795 | 0.0% | +0% | — |
| 156 |  $GTES | Gates Industrial Corp plc | $436,554 | 0.0% | +14% | — |
| 157 |  $COR | Cencora, Inc. | $428,802 | 0.0% | NEW | 59.6 |
| 158 |  $SO | SOUTHERN CO | $425,943 | 0.0% | -0% | 65.1 |
| 159 |  $PFE | PFIZER INC | $425,664 | 0.0% | -5% | 69 |
| 160 |  $AMAT | APPLIED MATERIALS INC /DE | $421,770 | 0.0% | -0% | 74.8 |
| 161 | — | ISHARES TR | $421,411 | 0.0% | -1% | — |
| 162 | — | ISHARES TR | $420,533 | 0.0% | -2% | — |
| 163 | — | AMERICAN CENTY ETF TR | $413,896 | 0.0% | -2% | — |
| 164 |  $XEL | XCEL ENERGY INC | $411,659 | 0.0% | +0% | — |
| 165 | — | ISHARES TR | $408,152 | 0.0% | -2% | — |
| 166 |  $DIS | Walt Disney Co | $405,191 | 0.0% | -13% | 68.9 |
| 167 |  $SBUX | STARBUCKS CORP | $403,352 | 0.0% | +73% | 54.6 |
| 168 |  $BA | BOEING CO | $397,105 | 0.0% | -3% | 51.8 |
| 169 | — | DIMENSIONAL ETF TRUST | $394,389 | 0.0% | +0% | — |
| 170 |  $MDT | Medtronic plc | $393,919 | 0.0% | -8% | — |
| 171 |  $PLTR | Palantir Technologies Inc. | $384,278 | 0.0% | -1% | 85.8 |
| 172 | — | SCHWAB STRATEGIC TR | $382,625 | 0.0% | +0% | — |
| 173 | — | VANGUARD WORLD FD | $371,115 | 0.0% | +4% | — |
| 174 | — | AMERICAN CENTY ETF TR | $370,882 | 0.0% | +0% | — |
| 175 | — | ISHARES TR | $355,354 | 0.0% | +0% | — |
| 176 |  $NUE | NUCOR CORP | $353,438 | 0.0% | +0% | 58.9 |
| 177 | — | SPDR INDEX SHS FDS | $351,252 | 0.0% | +0% | — |
| 178 |  $ATR | APTARGROUP, INC. | $346,682 | 0.0% | -0% | 64 |
| 179 | — | AMERICAN CENTY ETF TR | $337,783 | 0.0% | -2% | — |
| 180 | — | SCHWAB STRATEGIC TR | $336,365 | 0.0% | +1% | — |
| 181 |  $WFC | WELLS FARGO & COMPANY/MN | $334,416 | 0.0% | -3% | — |
| 182 |  $GLW | CORNING INC /NY | $328,912 | 0.0% | +0% | 72.7 |
| 183 |  $KO | COCA COLA CO | $326,959 | 0.0% | -24% | 74 |
| 184 | — | ETF SER SOLUTIONS | $324,046 | 0.0% | +0% | — |
| 185 |  $NEE | NEXTERA ENERGY INC | $321,277 | 0.0% | -6% | 71.7 |
| 186 | — | ETF OPPORTUNITIES TRUST | $307,168 | 0.0% | +0% | — |
| 187 |  $USB | US BANCORP DE | $305,589 | 0.0% | +2% | 71.4 |
| 188 |  $PSX | Phillips 66 | $302,601 | 0.0% | +0% | 47.6 |
| 189 |  $MCW | Mister Car Wash, Inc. | $296,609 | 0.0% | -0% | 58.7 |
| 190 | — | VANGUARD WORLD FD | $292,801 | 0.0% | -0% | — |
| 191 |  $SOLS | Solstice Advanced Materials Inc. | $291,617 | 0.0% | NEW | — |
| 192 |  $PANW | Palo Alto Networks Inc | $290,340 | 0.0% | +3% | 66.5 |
| 193 |  $SYK | STRYKER CORP | $289,817 | 0.0% | -1% | 69.8 |
| 194 | — | VANGUARD STAR FDS | $283,601 | 0.0% | NEW | — |
| 195 |  $IVZ | Invesco Ltd. | $282,768 | 0.0% | +37% | — |
| 196 |  $IRM | IRON MOUNTAIN INC | $281,515 | 0.0% | +2% | 50.7 |
| 197 | — | ISHARES TR | $281,067 | 0.0% | +5% | — |
| 198 |  $__PARK_1390777 | Bank of New York Mellon Corp | $279,256 | 0.0% | +0% | 36.7 |
| 199 |  $BMY | BRISTOL MYERS SQUIBB CO | $277,095 | 0.0% | -4% | 70.1 |
| 200 | — | GLOBAL X FDS | $276,240 | 0.0% | +0% | — |
| 201 |  $DINO | HF Sinclair Corp | $274,641 | 0.0% | +0% | 54 |
| 202 |  $ALL | ALLSTATE CORP | $274,104 | 0.0% | -4% | 76.6 |
| 203 | — | ISHARES TR | $273,939 | 0.0% | +2% | — |
| 204 |  $DTB | DTE ENERGY CO | $272,956 | 0.0% | -21% | — |
| 205 | — | SCHWAB STRATEGIC TR | $272,699 | 0.0% | -1% | — |
| 206 |  $CTVA | Corteva, Inc. | $271,221 | 0.0% | +0% | 48.4 |
| 207 |  $MDGL | MADRIGAL PHARMACEUTICALS, INC. | $270,634 | 0.0% | +0% | 25.4 |
| 208 |  $URI | UNITED RENTALS, INC. | $270,296 | 0.0% | +0% | 70.7 |
| 209 |  $WBD | Warner Bros. Discovery, Inc. | $269,850 | 0.0% | -0% | 42.1 |
| 210 |  $CVGW | CALAVO GROWERS INC | $269,351 | 0.0% | +0% | 54.6 |
| 211 |  $PPG | PPG INDUSTRIES INC | $267,735 | 0.0% | -36% | 57.1 |
| 212 |  $MU | MICRON TECHNOLOGY INC | $257,176 | 0.0% | -10% | 88.4 |
| 213 | — | ISHARES TR | $252,123 | 0.0% | -67% | — |
| 214 |  $ISRG | INTUITIVE SURGICAL INC | $244,786 | 0.0% | -6% | 81.4 |
| 215 |  $MS | MORGAN STANLEY | $244,387 | 0.0% | -9% | — |
| 216 |  $WM | WASTE MANAGEMENT INC | $241,973 | 0.0% | +8% | 70.7 |
| 217 | — | AMERICAN CENTY ETF TR | $240,779 | 0.0% | -3% | — |
| 218 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $240,532 | 0.0% | +0% | 75.4 |
| 219 | — | ISHARES TR | $239,866 | 0.0% | +0% | — |
| 220 | $IVZ | Invesco Ltd. | $239,770 | 0.0% | +1% | — |
| 221 |  $C | CITIGROUP INC | $239,188 | 0.0% | -0% | 54.8 |
| 222 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $234,331 | 0.0% | -13% | 71.5 |
| 223 | — | ISHARES TR | $232,730 | 0.0% | -86% | — |
| 224 |  $ADI | ANALOG DEVICES INC | $232,561 | 0.0% | -3% | 76.2 |
| 225 |  $DUK | Duke Energy CORP | $230,455 | 0.0% | -10% | 64 |
| 226 |  $MCO | MOODYS CORP /DE/ | $228,159 | 0.0% | -2% | 81.3 |
| 227 | — | SCHWAB STRATEGIC TR | $227,103 | 0.0% | +0% | — |
| 228 |  $TT | Trane Technologies plc | $225,874 | 0.0% | +3% | — |
| 229 |  $CSW | CSW INDUSTRIALS, INC. | $224,360 | 0.0% | -0% | 64.1 |
| 230 |  $TJX | TJX COMPANIES INC /DE/ | $223,900 | 0.0% | -64% | 70.7 |
| 231 |  $WBS | WEBSTER FINANCIAL CORP | $221,173 | 0.0% | +0% | 60.2 |
| 232 |  $TROW | PRICE T ROWE GROUP INC | $218,229 | 0.0% | -1% | 75.8 |
| 233 | — | ISHARES TR | $217,907 | 0.0% | -7% | — |
| 234 |  $HUBB | HUBBELL INC | $212,982 | 0.0% | NEW | 68.7 |
| 235 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $211,850 | 0.0% | +5% | 63.7 |
| 236 |  $ANET | Arista Networks, Inc. | $211,796 | 0.0% | +1% | 86 |
| 237 |  $AFL | AFLAC INC | $211,079 | 0.0% | +0% | 60.3 |
| 238 | — | VANGUARD INSTL INDEX FD | $210,747 | 0.0% | NEW | — |
| 239 | — | SPDR SERIES TRUST | $209,234 | 0.0% | NEW | — |
| 240 |  $COP | CONOCOPHILLIPS | $206,712 | 0.0% | NEW | 74.8 |
| 241 |  $YUM | YUM BRANDS INC | $202,591 | 0.0% | NEW | 71.7 |
| 242 |  $CMI | CUMMINS INC | $201,758 | 0.0% | NEW | 58.9 |
| 243 |  $ORLY | O REILLY AUTOMOTIVE INC | $200,775 | 0.0% | -1% | 72.7 |
| 244 |  $AUR | Aurora Innovation, Inc. | $182,319 | 0.0% | +32% | 9.8 |
| 245 |  $AEYE | AUDIOEYE INC | $146,160 | 0.0% | +0% | 35.9 |
| 246 |  $THM | INTERNATIONAL TOWER HILL MINES LTD | $97,362 | 0.0% | NEW | — |
| 247 |  $EPRX | EUPRAXIA PHARMACEUTICALS INC. | $79,640 | 0.0% | +0% | — |
| 248 |  $CCO | Clear Channel Outdoor Holdings, Inc. | $67,782 | 0.0% | +0% | 47.1 |
| 249 |  $REAX | Real Brokerage Inc | $39,043 | 0.0% | +0% | 41.9 |
| 250 |  $TRX | TRX GOLD Corp | $19,013 | 0.0% | NEW | 50.2 |
| 251 |  $ABTC | American Bitcoin Corp. | $17,883 | 0.0% | NEW | 34.9 |
New Positions (14)
$QQQ INVESCO QQQ TRUST, SERIES 1$3.0M$RTX RTX Corp$1.3M$COR Cencora, Inc.$428,802$SOLS Solstice Advanced Materials Inc.$291,617 VANGUARD STAR FDS$283,601
$HUBB HUBBELL INC$212,982 VANGUARD INSTL INDEX FD$210,747
SPDR SERIES TRUST$209,234
$COP CONOCOPHILLIPS$206,712$YUM YUM BRANDS INC$202,591$CMI CUMMINS INC$201,758$THM INTERNATIONAL TOWER HILL MINES LTD$97,362$TRX TRX GOLD Corp$19,013$ABTC American Bitcoin Corp.$17,883Exited Positions (16)
$MPC Marathon Petroleum Corp
$LII LENNOX INTERNATIONAL INC MORGAN STANLEY ETF TRUST
$WT WisdomTree, Inc.
$INTU INTUIT INC.
$UBER Uber Technologies, Inc
$MTCH Match Group, Inc.
$IBIT iShares Bitcoin Trust ETF
$BLK BlackRock, Inc.
$RDDT Reddit, Inc.
$AMD ADVANCED MICRO DEVICES INC
$TSCO TRACTOR SUPPLY CO /DE/
$NVS NOVARTIS AG
$CI Cigna Group
$TGNA TEGNA INCBrowse Top Institutional Investors
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