GM Advisory Group, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1598304
Institutional-grade research for retail investors
13F Reported Value
ⓘ$2.6B
Holdings
374
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
GM Advisory Group, Inc. disclosed 374 positions worth $2.6B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 55 new positions and exited 26 — including a new stake in $TSM and a full exit from $UPS. The portfolio is most concentrated in Other (67.2% of disclosed assets). All figures are sourced directly from GM Advisory Group, Inc.’s Form 13F-HR filing with the SEC under CIK 1598304.
AI Fund Analysis
StableSPDR Portfolio S&P 500 ETF
14.3% weight
Held 9 quarters
iShares TR iShares 0-3 MNT
9.0% weight
Held 9 quarters
$IAU5.3% weight
Held 9 quarters
Vanguard Index FDS Vanguar
4.3% weight
Held 9 quarters
BNY Mellon ETF TR US Large
3.0% weight
Held 8 quarters
SPDR Portfolio S&P 500 ETF
8 quarters accumulating
Vanguard Index FDS Vanguar
8 quarters accumulating
iShares TR MSCI Acwi Ex US
8 quarters accumulating
SPDR Ser TR S&P 500 Growth
8 quarters accumulating
$JPM8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryEnergyIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR Portfolio S&P 500 ETF
—Quality
$372.1M4,861,791 shiShares TR iShares 0-3 MNTH Treas BD ETF
—Quality
$233.0M2,314,674 sh- —
Quality
$138.4M1,569,661 sh Vanguard Index FDS Vanguard Total STK MKT ETF
—Quality
$110.7M344,929 shBNY Mellon ETF TR US Large Cap Core Equity ETF
—Quality
$77.6M622,092 shiShares TR MSCI Acwi Ex US ETF
—Quality
$74.8M1,092,037 shiShares TR Russell 3000 ETF
—Quality
$64.2M173,146 sh- 76.1
Quality
$64.1M252,479 sh iShares Barclays 1-3 YR TSY BD
—Quality
$62.5M757,390 shiShares TR Core S&P Total U S STK MKT ETF
—Quality
$53.8M377,781 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR Portfolio S&P 500 ETF | — | $372.1M | 4,861,791 |
| iShares TR iShares 0-3 MNTH Treas BD ETF | — | $233.0M | 2,314,674 |
| ISHARES GOLD TRUST$IAU | — | $138.4M | 1,569,661 |
| Vanguard Index FDS Vanguard Total STK MKT ETF | — | $110.7M | 344,929 |
| BNY Mellon ETF TR US Large Cap Core Equity ETF | — | $77.6M | 622,092 |
| iShares TR MSCI Acwi Ex US ETF | — | $74.8M | 1,092,037 |
| iShares TR Russell 3000 ETF | — | $64.2M | 173,146 |
 Apple Inc.$AAPL | 76.1 | $64.1M | 252,479 |
| iShares Barclays 1-3 YR TSY BD | — | $62.5M | 757,390 |
| iShares TR Core S&P Total U S STK MKT ETF | — | $53.8M | 377,781 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of GM Advisory Group, Inc.'s 374 positions.
Showing top 10 of 374 holdings.
Sector Allocation
Other
$1.7B
Financials
$336.8M
Technology
$271.2M
Consumer Discretionary
$70.0M
Energy
$68.4M
Industrials
$44.3M
Healthcare
$27.4M
Communication Services
$12.5M
Full Holdings — GM Advisory Group, Inc. (Q1 2026)
All 374 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 | — | SPDR Portfolio S&P 500 ETF | $372.1M | 14.3% | +2% | — |
| 2 | — | iShares TR iShares 0-3 MNTH Treas BD ETF | $233.0M | 9.0% | -7% | — |
| 3 | $IAU | ISHARES GOLD TRUST | $138.4M | 5.3% | +3% | — |
| 4 | — | Vanguard Index FDS Vanguard Total STK MKT ETF | $110.7M | 4.3% | +4% | — |
| 5 | — | BNY Mellon ETF TR US Large Cap Core Equity ETF | $77.6M | 3.0% | +15% | — |
| 6 | — | iShares TR MSCI Acwi Ex US ETF | $74.8M | 2.9% | +7% | — |
| 7 | — | iShares TR Russell 3000 ETF | $64.2M | 2.5% | -2% | — |
| 8 | $AAPL | Apple Inc. | $64.1M | 2.5% | -1% | 76.1 |
| 9 | — | iShares Barclays 1-3 YR TSY BD | $62.5M | 2.4% | +2% | — |
| 10 | — | iShares TR Core S&P Total U S STK MKT ETF | $53.8M | 2.1% | +11% | — |
| 11 | — | iShares TR PHLX Semiconductor ETF | $47.8M | 1.8% | +0% | — |
| 12 | — | SPDR Ser TR Barclays Aggregate BD ETF | $47.7M | 1.8% | +4% | — |
| 13 |  $NVDA | NVIDIA CORP | $46.9M | 1.8% | -3% | 90.2 |
| 14 | — | SPDR Ser TR Bloomberg Barclays 1-3 YR U S Treas Index | $46.3M | 1.8% | -3% | — |
| 15 |  $IVZ | Invesco Ltd. | $41.3M | 1.6% | +2% | — |
| 16 |  $SPY | SPDR S&P 500 ETF TRUST | $39.9M | 1.5% | +1% | — |
| 17 |  $CVX | CHEVRON CORP | $38.6M | 1.5% | +786% | 54.7 |
| 18 | — | SPDR Port TTL STCK MRKT | $38.1M | 1.5% | +1% | — |
| 19 |  $MSFT | MICROSOFT CORP | $36.8M | 1.4% | +16% | 83.7 |
| 20 | — | Vaneck Semiconductor | $35.7M | 1.4% | +62% | — |
| 21 | — | iShares TR Morningstar Large-Cap Growth ETF | $34.0M | 1.3% | +7% | — |
| 22 |  $AMZN | AMAZON COM INC | $31.8M | 1.2% | +8% | 74.6 |
| 23 | — | Technology Select Index 'SPDR' | $29.8M | 1.1% | +15% | — |
| 24 | — | SPDR Portfolio World Ex-US ETF | $27.4M | 1.1% | +10% | — |
| 25 | — | iShares TR Core Total Usd BD MKT ETF | $26.5M | 1.0% | -1% | — |
| 26 | — | BNY Mellon ETF TR Core BD ETF ETF | $26.0M | 1.0% | +5% | — |
| 27 |  $AXP | AMERICAN EXPRESS CO | $24.6M | 0.9% | -0% | 73.2 |
| 28 | — | SPDR Ser TR S&P 500 Growth ETF | $24.0M | 0.9% | +7% | — |
| 29 | — | SPDR Portfolio Long Term Treas ETF | $22.2M | 0.9% | +2% | — |
| 30 | — | iShares TR Russell 1000 ETF | $20.5M | 0.8% | -1% | — |
| 31 |  $GOOG | Alphabet Inc. | $20.0M | 0.8% | +3% | 80.2 |
| 32 | — | iShares TR Barclays 20 Treas BD FD | $19.0M | 0.7% | -2% | — |
| 33 |  $SOC | Sable Offshore Corp. | $16.5M | 0.6% | +0% | — |
| 34 | — | iShares TR Core S&P 500 ETF | $16.3M | 0.6% | +8% | — |
| 35 | — | Vanguard Index FDS S&P 500 ETF SHS New | $16.1M | 0.6% | +2% | — |
| 36 |  $GOOGL | Alphabet Inc. | $16.0M | 0.6% | -5% | 80.2 |
| 37 |  $IBIT | iShares Bitcoin Trust ETF | $16.0M | 0.6% | +1% | — |
| 38 | — | iShares Russell 1000 Growth ETF | $15.0M | 0.6% | -0% | — |
| 39 | — | SPDR Ser TR Bloomberg Barclays 30-10 YR US Treas Index | $13.8M | 0.5% | +4% | — |
| 40 | — | First TR Exchange Traded FD III Managed Mun ETF | $12.2M | 0.5% | -2% | — |
| 41 | — | iShares TR North Amern Tech ETF | $11.8M | 0.5% | -1% | — |
| 42 | $JPM | JPMORGAN CHASE & CO | $11.6M | 0.4% | +15% | 35.6 |
| 43 |  $AON | Aon plc | $11.5M | 0.4% | -14% | — |
| 44 |  $META | Meta Platforms, Inc. | $11.2M | 0.4% | -1% | 80.9 |
| 45 | — | SPDR Ser TR SPDR Bloomberg Barclays 1-3 MNTH T Bill ETF New | $10.9M | 0.4% | +3% | — |
| 46 |  $AVGO | Broadcom Inc. | $10.8M | 0.4% | -2% | 86.4 |
| 47 | — | PIMCO ETF TR Total Return Active ETF | $10.1M | 0.4% | +3% | — |
| 48 |  $LLY | ELI LILLY & Co | $9.2M | 0.3% | +3% | 89.3 |
| 49 | — | Vanguard Specialized Portfolios Dividend Appreciation Index FD ETF | $8.8M | 0.3% | +0% | — |
| 50 | — | RBB FD Inc (imotley Fool 100 Index Etf) | $8.5M | 0.3% | +0% | — |
| 51 |  $V | VISA INC. | $8.1M | 0.3% | +1% | 83.5 |
| 52 | — | iShares TR Core U S Aggregate BD ETF | $7.7M | 0.3% | -1% | — |
| 53 | — | iShares National Muni Bond ETF | $6.9M | 0.3% | +1% | — |
| 54 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.6M | 0.3% | +13% | 64.5 |
| 55 |  $HQY | HEALTHEQUITY, INC. | $6.3M | 0.2% | +0% | 72.3 |
| 56 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.9M | 0.2% | -7% | 67 |
| 57 |  $MA | Mastercard Inc | $5.8M | 0.2% | +2% | 81.7 |
| 58 | — | Vanguard Admiral FDS Inc S&P 500 Growth Index FD ETF SHS | $5.4M | 0.2% | -6% | — |
| 59 |  $NFLX | NETFLIX INC | $5.3M | 0.2% | +2% | 86.7 |
| 60 |  $XOM | EXXON MOBIL CORP | $5.2M | 0.2% | +1% | 61.8 |
| 61 |  $WMT | Walmart Inc. | $5.2M | 0.2% | -0% | 63.2 |
| 62 |  $BWFG | Bankwell Financial Group, Inc. | $5.2M | 0.2% | +0% | 65.9 |
| 63 | — | Schwab Strategic TR US Dividend Equity ETF | $5.1M | 0.2% | +18% | — |
| 64 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4.8M | 0.2% | NEW | — |
| 65 |  $CRCL | Circle Internet Group, Inc. | $4.8M | 0.2% | -12% | 44.8 |
| 66 |  $UBER | Uber Technologies, Inc | $4.7M | 0.2% | -44% | 79.3 |
| 67 |  $GS | GOLDMAN SACHS GROUP INC | $4.7M | 0.2% | +27% | — |
| 68 |  $ORCL | ORACLE CORP | $4.7M | 0.2% | -0% | 67.2 |
| 69 |  $KLAC | KLA CORP | $4.6M | 0.2% | -4% | 84.4 |
| 70 |  $WULF | TERAWULF INC. | $4.4M | 0.2% | +0% | 25.2 |
| 71 |  $PURR | Hyperliquid Strategies Inc | $4.2M | 0.2% | +0% | — |
| 72 |  $ULTA | Ulta Beauty, Inc. | $4.1M | 0.2% | +127% | 66.6 |
| 73 |  $TSLA | Tesla, Inc. | $4.0M | 0.2% | +5% | 50.1 |
| 74 |  $Z | ZILLOW GROUP, INC. | $3.8M | 0.1% | NEW | 57.3 |
| 75 |  $IREN | IREN Ltd | $3.8M | 0.1% | +119% | — |
| 76 |  $HD | HOME DEPOT, INC. | $3.7M | 0.1% | -3% | 69.2 |
| 77 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.6M | 0.1% | -6% | — |
| 78 |  $AMD | ADVANCED MICRO DEVICES INC | $3.6M | 0.1% | +3% | 78.8 |
| 79 |  $JNJ | JOHNSON & JOHNSON | $3.5M | 0.1% | +7% | 72.8 |
| 80 |  $SHOP | SHOPIFY INC. | $3.5M | 0.1% | +6% | — |
| 81 |  $MS | MORGAN STANLEY | $3.5M | 0.1% | +0% | — |
| 82 |  $MELI | MERCADOLIBRE INC | $3.4M | 0.1% | +339% | 77.5 |
| 83 |  $LULU | lululemon athletica inc. | $3.4M | 0.1% | -0% | 62.9 |
| 84 |  $NEE | NEXTERA ENERGY INC | $3.3M | 0.1% | +3% | 71.7 |
| 85 |  $SOFI | SoFi Technologies, Inc. | $3.2M | 0.1% | +396% | 53.8 |
| 86 |  $PLTR | Palantir Technologies Inc. | $3.2M | 0.1% | +18% | 85.8 |
| 87 |  $ASML | ASML HOLDING NV | $3.1M | 0.1% | -15% | — |
| 88 |  $SCHW | SCHWAB CHARLES CORP | $3.1M | 0.1% | +1% | 77.2 |
| 89 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.0M | 0.1% | +1% | 68.4 |
| 90 |  $MU | MICRON TECHNOLOGY INC | $3.0M | 0.1% | +11% | 88.4 |
| 91 |  $UNP | UNION PACIFIC CORP | $3.0M | 0.1% | +1% | 74 |
| 92 |  $BX | Blackstone Inc. | $2.9M | 0.1% | +0% | 68 |
| 93 |  $CRWD | CrowdStrike Holdings, Inc. | $2.7M | 0.1% | +1% | 55 |
| 94 | — | Listed FDS TR Roundhill Ball Metaverse ETF | $2.7M | 0.1% | +1% | — |
| 95 | — | Vanguard Value ETF | $2.7M | 0.1% | -6% | — |
| 96 |  $T | AT&T INC. | $2.6M | 0.1% | +18% | 71.9 |
| 97 |  $MSTR | Strategy Inc | $2.5M | 0.1% | -0% | 25.4 |
| 98 | — | iShares TR MSCI EAFE ETF | $2.4M | 0.1% | -6% | — |
| 99 |  $SLV | iShares Silver Trust | $2.3M | 0.1% | +1% | — |
| 100 |  $PM | Philip Morris International Inc. | $2.2M | 0.1% | -69% | 80.5 |
| 101 |  $PG | PROCTER & GAMBLE Co | $2.2M | 0.1% | -38% | 72.9 |
| 102 |  $WFC | WELLS FARGO & COMPANY/MN | $2.2M | 0.1% | -6% | — |
| 103 | — | Schwab Strategic TR US Broad MKT ETF | $2.2M | 0.1% | NEW | — |
| 104 |  $CSCO | CISCO SYSTEMS, INC. | $2.2M | 0.1% | +0% | 72.3 |
| 105 | — | iShares TR Russell 2000 Index FD | $2.2M | 0.1% | +9% | — |
| 106 |  $MRK | Merck & Co., Inc. | $2.1M | 0.1% | -2% | 70.9 |
| 107 |  $RTX | RTX Corp | $2.1M | 0.1% | +0% | 70 |
| 108 |  $GLD | SPDR GOLD TRUST | $2.1M | 0.1% | -1% | — |
| 109 |  $MRVL | Marvell Technology, Inc. | $2.1M | 0.1% | +7% | 77.3 |
| 110 | — | iShares TR Core S&P Mid-Cap ETF | $2.1M | 0.1% | +1% | — |
| 111 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $2.0M | 0.1% | -9% | 66.4 |
| 112 | — | Vanguard Growth ETF | $2.0M | 0.1% | +0% | — |
| 113 |  $CPNG | Coupang, Inc. | $1.9M | 0.1% | NEW | 56.4 |
| 114 |  $KKR | KKR & Co. Inc. | $1.9M | 0.1% | -1% | 49.8 |
| 115 |  $APH | AMPHENOL CORP /DE/ | $1.8M | 0.1% | -16% | 80.5 |
| 116 | — | Select Sector SPDR TR Health Care | $1.8M | 0.1% | +2% | — |
| 117 |  $ISRG | INTUITIVE SURGICAL INC | $1.8M | 0.1% | +2% | 81.4 |
| 118 |  $AXON | AXON ENTERPRISE, INC. | $1.8M | 0.1% | +61% | 55.6 |
| 119 |  $NOW | ServiceNow, Inc. | $1.7M | 0.1% | +390% | 76 |
| 120 |  $MCD | MCDONALDS CORP | $1.7M | 0.1% | +10% | 73.9 |
| 121 |  $VRT | Vertiv Holdings Co | $1.7M | 0.1% | -16% | 82.7 |
| 122 | $IVZ | Invesco Ltd. | $1.7M | 0.1% | +166% | — |
| 123 | — | Schwab Strategic TR Intl Equity ETF | $1.6M | 0.1% | +234% | — |
| 124 |  $ABBV | AbbVie Inc. | $1.6M | 0.1% | -4% | 59.3 |
| 125 |  $FCX | FREEPORT-MCMORAN INC | $1.6M | 0.1% | +285% | 73.1 |
| 126 | — | Schwab 5-10 Year Corporate B | $1.6M | 0.1% | NEW | — |
| 127 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.6M | 0.1% | +12% | 63.7 |
| 128 | — | Select Sector SPDR TR Utils | $1.6M | 0.1% | +22% | — |
| 129 |  $HON | HONEYWELL INTERNATIONAL INC | $1.5M | 0.1% | +4% | 65.7 |
| 130 |  $DIS | Walt Disney Co | $1.5M | 0.1% | -1% | 68.9 |
| 131 |  $WMB | WILLIAMS COMPANIES, INC. | $1.5M | 0.1% | +11% | 72.8 |
| 132 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.5M | 0.1% | +8% | — |
| 133 |  $MASS | 908 Devices Inc. | $1.5M | 0.1% | -15% | 43.3 |
| 134 |  $INTU | INTUIT INC. | $1.5M | 0.1% | -0% | 82 |
| 135 |  $CAT | CATERPILLAR INC | $1.4M | 0.1% | +3% | 67.8 |
| 136 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.1% | +0% | 64.5 |
| 137 |  $BBAI | BigBear.ai Holdings, Inc. | $1.4M | 0.1% | +33% | 12.7 |
| 138 |  $C | CITIGROUP INC | $1.3M | 0.1% | +0% | 54.8 |
| 139 |  $APO | Apollo Global Management, Inc. | $1.3M | 0.1% | +1% | 55.7 |
| 140 |  $BABA | Alibaba Group Holding Ltd | $1.3M | 0.1% | NEW | — |
| 141 |  $FOUR | Shift4 Payments, Inc. | $1.3M | 0.1% | +0% | 60 |
| 142 |  $PWR | QUANTA SERVICES, INC. | $1.3M | 0.1% | +0% | 62.6 |
| 143 |  $RH | RH | $1.3M | 0.1% | -3% | 53.2 |
| 144 |  $PANW | Palo Alto Networks Inc | $1.3M | 0.1% | +9% | 66.5 |
| 145 |  $BKNG | Booking Holdings Inc. | $1.3M | 0.1% | +0% | 55.3 |
| 146 |  $SPGI | S&P Global Inc. | $1.3M | 0.1% | +0% | 79.4 |
| 147 | — | SPDR Dow Jones Indl Average ETF TR Unit Ser 1 | $1.2M | 0.1% | +4% | — |
| 148 |  $DE | DEERE & CO | $1.2M | 0.1% | +7% | 57.4 |
| 149 | — | SPDR Ser TR S&P BK ETF | $1.2M | 0.1% | +0% | — |
| 150 |  $WT | WisdomTree, Inc. | $1.2M | 0.1% | +4% | 62.9 |
| 151 |  $KO | COCA COLA CO | $1.2M | 0.1% | +0% | 74 |
| 152 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.2M | 0.1% | -3% | 66.7 |
| 153 | — | Deutsche X-Trackers MSCI EAFE Hedged Equity ETF | $1.2M | 0.1% | -8% | — |
| 154 |  $MO | ALTRIA GROUP, INC. | $1.2M | 0.1% | +17% | 72.1 |
| 155 | — | Vanguard High Dividend Yield Index ETF | $1.2M | 0.1% | +101% | — |
| 156 |  $ABT | ABBOTT LABORATORIES | $1.2M | 0.1% | -3% | 67 |
| 157 |  $NTRA | Natera, Inc. | $1.2M | 0.0% | +0% | 46.4 |
| 158 |  $SHEL | Shell plc | $1.1M | 0.0% | NEW | — |
| 159 | — | iShares TR Core MSCI EAFE ETF | $1.1M | 0.0% | -1% | — |
| 160 |  $TJX | TJX COMPANIES INC /DE/ | $1.1M | 0.0% | +6% | 70.7 |
| 161 |  $UNH | UNITEDHEALTH GROUP INC | $1.1M | 0.0% | -64% | 66.8 |
| 162 | — | JPM Nasdaq Equity Premium | $1.1M | 0.0% | +1% | — |
| 163 |  $GEV | GE Vernova Inc. | $1.1M | 0.0% | +136% | 70.1 |
| 164 | — | Vanguard Scottsdale FDS Vanguard Short-Term Corporate BD Index FD | $1.1M | 0.0% | -37% | — |
| 165 |  $WM | WASTE MANAGEMENT INC | $1.0M | 0.0% | +8% | 70.7 |
| 166 |  $SARO | StandardAero, Inc. | $1.0M | 0.0% | -43% | 67.4 |
| 167 | — | Keyera Corp SHS | $1.0M | 0.0% | -12% | — |
| 168 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.0M | 0.0% | +2% | 77.9 |
| 169 |  $COF | CAPITAL ONE FINANCIAL CORP | $991,507 | 0.0% | -16% | 71 |
| 170 |  $LGIH | LGI Homes, Inc. | $983,151 | 0.0% | -21% | 34.9 |
| 171 | — | iShares TST.S&P SML.Cap. 600 | $956,976 | 0.0% | +33% | — |
| 172 |  $CME | CME GROUP INC. | $941,576 | 0.0% | -5% | 74.5 |
| 173 |  $DHR | DANAHER CORP /DE/ | $938,435 | 0.0% | -6% | 63.9 |
| 174 |  $SPOT | Spotify Technology S.A. | $934,906 | 0.0% | +80% | — |
| 175 | — | iShares TR Core Divid Growth ETF | $930,224 | 0.0% | +72% | — |
| 176 |  $ETN | Eaton Corp plc | $928,179 | 0.0% | +0% | — |
| 177 |  $PFE | PFIZER INC | $915,253 | 0.0% | +5% | 69 |
| 178 |  $AMGN | AMGEN INC | $899,439 | 0.0% | +0% | 79.5 |
| 179 | — | DSV As ADR | $889,090 | 0.0% | NEW | — |
| 180 |  $GENI | Genius Sports Ltd | $888,658 | 0.0% | +99% | — |
| 181 | — | Pure Storage Inc CL A | $866,117 | 0.0% | +52% | — |
| 182 | — | SPDR Portfolio S&P 500 Value ETF | $860,624 | 0.0% | +16% | — |
| 183 | — | DLP Resources Inc | $844,470 | 0.0% | +1372% | — |
| 184 |  $CG | Carlyle Group Inc. | $833,826 | 0.0% | -6% | 47.3 |
| 185 |  $NGG | NATIONAL GRID PLC | $821,889 | 0.0% | NEW | — |
| 186 |  $HEI | HEICO CORP | $818,570 | 0.0% | +0% | 79.2 |
| 187 | — | First Trust Nasdaq Cybersecurity ETF | $798,209 | 0.0% | +9% | — |
| 188 |  $COP | CONOCOPHILLIPS | $785,673 | 0.0% | +0% | 74.8 |
| 189 | — | iShares Russell 1000 Value ETF | $759,638 | 0.0% | -2% | — |
| 190 |  $ADBE | ADOBE INC. | $738,477 | 0.0% | +26% | 80.4 |
| 191 |  $AMT | AMERICAN TOWER CORP /MA/ | $734,053 | 0.0% | +0% | 69.8 |
| 192 |  $QCOM | QUALCOMM INC/DE | $708,706 | 0.0% | -11% | 81.9 |
| 193 |  $CIEN | CIENA CORP | $703,473 | 0.0% | -5% | 70.7 |
| 194 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $701,739 | 0.0% | -2% | 71.5 |
| 195 |  $LITE | Lumentum Holdings Inc. | $697,138 | 0.0% | +7% | 63.4 |
| 196 |  $SGOL | abrdn Gold ETF Trust | $691,119 | 0.0% | +30% | — |
| 197 | — | Vaneck ETF Trust (MRNGSTR GBL Wide) | $678,297 | 0.0% | +26% | — |
| 198 |  $FDX | FEDEX CORP | $659,358 | 0.0% | +10% | 60.3 |
| 199 |  $LINE | Lineage, Inc. | $655,200 | 0.0% | +0% | 37.5 |
| 200 |  $VST | Vistra Corp. | $652,494 | 0.0% | +33% | 62.9 |
| 201 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $652,032 | 0.0% | +47% | 66.5 |
| 202 | — | SPDR Ser TR S&P Divid ETF | $644,521 | 0.0% | +0% | — |
| 203 | $WT | WisdomTree, Inc. | $638,851 | 0.0% | +80% | 62.9 |
| 204 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $630,586 | 0.0% | NEW | — |
| 205 | — | Energy Select Sector SPDR Fund ETF | $622,346 | 0.0% | +37% | — |
| 206 |  $NSC | NORFOLK SOUTHERN CORP | $622,216 | 0.0% | +0% | 70.8 |
| 207 |  $CSX | CSX CORP | $615,298 | 0.0% | +1% | 66.4 |
| 208 | — | First TR Exchange-Traded FD IV North Amern Energy Infrastructure FD | $614,043 | 0.0% | +50% | — |
| 209 |  $STX | Seagate Technology Holdings plc | $607,228 | 0.0% | -1% | — |
| 210 |  $UA | Under Armour, Inc. | $596,370 | 0.0% | -49% | 40.5 |
| 211 | — | Vanguard Tax-Managed Intl FD FTSE Developed MKTS ETF | $594,780 | 0.0% | +28% | — |
| 212 |  $CRM | Salesforce, Inc. | $594,554 | 0.0% | +3% | 75.2 |
| 213 |  $SBUX | STARBUCKS CORP | $593,999 | 0.0% | +148% | 54.6 |
| 214 |  $GFL | GFL Environmental Inc. | $583,246 | 0.0% | -24% | — |
| 215 | — | Schwab Strategic TR Schwab Fundamental Intl Large Co Index ETF | $581,044 | 0.0% | NEW | — |
| 216 |  $NKE | NIKE, Inc. | $579,224 | 0.0% | -29% | 53.4 |
| 217 |  $MRP | Millrose Properties, Inc. | $564,900 | 0.0% | +0% | 77.2 |
| 218 | — | Pacer US Cash Cows100 | $564,816 | 0.0% | +0% | — |
| 219 | — | Select Sector SPDR TR Financial | $558,119 | 0.0% | +22% | — |
| 220 | — | Alps ETF Trust Alerian MLP ETF | $552,298 | 0.0% | +2% | — |
| 221 |  $TWLO | TWILIO INC | $549,204 | 0.0% | -76% | 59.5 |
| 222 | — | SPDR Ser TR S&P Homebuilders ETF | $547,604 | 0.0% | +111% | — |
| 223 | — | SPDR Ser TR S&P Regl BKG ETF | $545,808 | 0.0% | -4% | — |
| 224 | — | BYD Company LTD Unspon ADR | $517,259 | 0.0% | NEW | — |
| 225 |  $PGR | PROGRESSIVE CORP/OH/ | $512,371 | 0.0% | +6% | 83.6 |
| 226 |  $NUE | NUCOR CORP | $510,851 | 0.0% | +10% | 58.9 |
| 227 | — | Sector Industrial Select Sector SPDR ETF | $510,674 | 0.0% | NEW | — |
| 228 |  $EMR | EMERSON ELECTRIC CO | $510,114 | 0.0% | -5% | 65.9 |
| 229 | — | iShares Int Gov Credit | $508,970 | 0.0% | +0% | — |
| 230 |  $RMD | RESMED INC | $508,672 | 0.0% | +0% | 79.8 |
| 231 | — | Atlas Copco Ab Spon ADR New Repstg Com Ser A | $506,816 | 0.0% | NEW | — |
| 232 |  $GCTS | GCT Semiconductor Holding, Inc. | $495,280 | 0.0% | +167% | — |
| 233 | — | LVMH Moet Hennessy Louis Vuitton ADR | $493,983 | 0.0% | NEW | — |
| 234 |  $ZTS | Zoetis Inc. | $492,460 | 0.0% | -2% | 72.6 |
| 235 | — | Vanguard Intl Equity Index FDS FTSE Emerging MKTS ETF | $488,115 | 0.0% | +120% | — |
| 236 |  $STUB | StubHub Holdings, Inc. | $487,968 | 0.0% | NEW | — |
| 237 |  $WEX | WEX Inc. | $486,208 | 0.0% | +0% | 49 |
| 238 |  $AZN | ASTRAZENECA PLC | $475,188 | 0.0% | NEW | — |
| 239 |  $ACN | Accenture plc | $473,715 | 0.0% | +2% | — |
| 240 |  $PSX | Phillips 66 | $472,575 | 0.0% | +0% | 47.6 |
| 241 |  $GD | GENERAL DYNAMICS CORP | $471,241 | 0.0% | +27% | 73 |
| 242 |  $MCK | MCKESSON CORP | $466,441 | 0.0% | +0% | 63.7 |
| 243 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $456,419 | 0.0% | +0% | 60.5 |
| 244 |  $WSM | WILLIAMS SONOMA INC | $455,825 | 0.0% | +0% | 65 |
| 245 | — | SPDR Ser TR SPDR Port Small Cap ETF | $454,500 | 0.0% | +9% | — |
| 246 | — | ISHARES 7-10 YEAR TRSURY | $453,867 | 0.0% | +0% | — |
| 247 | — | iShares TR S&P 500 Value ETF | $449,311 | 0.0% | -33% | — |
| 248 |  $LMT | LOCKHEED MARTIN CORP | $447,823 | 0.0% | +7% | 65 |
| 249 | — | iShares TR MSCI Acwi ETF | $447,568 | 0.0% | +0% | — |
| 250 |  $CTAS | CINTAS CORP | $445,829 | 0.0% | -1% | 76.3 |
| 251 |  $ALAB | Astera Labs, Inc. | $445,743 | 0.0% | -11% | 77.7 |
| 252 | — | Global X Copper Miners ETF | $439,929 | 0.0% | NEW | — |
| 253 |  $SG | Sweetgreen, Inc. | $436,038 | 0.0% | +0% | 49.2 |
| 254 |  $WELL | WELLTOWER INC. | $432,392 | 0.0% | -5% | 75.7 |
| 255 | — | Ferretti Spa Az Nominativa | $432,144 | 0.0% | NEW | — |
| 256 |  $VZ | VERIZON COMMUNICATIONS INC | $431,916 | 0.0% | -48% | 71.6 |
| 257 |  $ET | Energy Transfer LP | $418,380 | 0.0% | -9% | 64.5 |
| 258 |  $NTRS | NORTHERN TRUST CORP | $415,648 | 0.0% | +1% | 71.8 |
| 259 |  $PEP | PEPSICO INC | $407,837 | 0.0% | +20% | 62.7 |
| 260 |  $HNVR | Hanover Bancorp, Inc. /MD | $403,944 | 0.0% | +0% | — |
| 261 |  $MLI | MUELLER INDUSTRIES INC | $402,667 | 0.0% | +0% | 77.5 |
| 262 |  $GLW | CORNING INC /NY | $402,261 | 0.0% | NEW | 72.7 |
| 263 | — | iShares TST.Russel 2000 Val.FD. | $401,431 | 0.0% | +0% | — |
| 264 |  $COLD | AMERICOLD REALTY TRUST | $401,100 | 0.0% | +0% | 37.1 |
| 265 | $WT | WisdomTree, Inc. | $400,278 | 0.0% | +0% | 62.9 |
| 266 |  $KMI | KINDER MORGAN, INC. | $397,779 | 0.0% | -0% | 74.6 |
| 267 |  $SYY | SYSCO CORP | $395,668 | 0.0% | +0% | 58.4 |
| 268 |  $STE | STERIS plc | $388,083 | 0.0% | +0% | — |
| 269 |  $__PARK_1390777 | Bank of New York Mellon Corp | $386,022 | 0.0% | +10% | 36.7 |
| 270 |  $DAL | DELTA AIR LINES, INC. | $381,994 | 0.0% | -17% | 64.4 |
| 271 |  $QGEN | QIAGEN N.V. | $380,380 | 0.0% | -5% | — |
| 272 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $379,089 | 0.0% | +10% | 74.6 |
| 273 | — | iShares TR Select Divid ETF FD | $374,872 | 0.0% | -1% | — |
| 274 |  $VLO | VALERO ENERGY CORP/TX | $371,729 | 0.0% | +0% | 51.4 |
| 275 |  $INTC | INTEL CORP | $361,778 | 0.0% | -2% | 41.5 |
| 276 |  $YUM | YUM BRANDS INC | $361,311 | 0.0% | +0% | 71.7 |
| 277 |  $SYK | STRYKER CORP | $361,206 | 0.0% | -30% | 69.8 |
| 278 |  $NDAQ | NASDAQ, INC. | $358,209 | 0.0% | NEW | 78.5 |
| 279 |  $ETHA | iShares Ethereum Trust ETF | $353,610 | 0.0% | +51% | — |
| 280 | — | iShares International Equity Factor ETF | $353,289 | 0.0% | NEW | — |
| 281 |  $BLK | BlackRock, Inc. | $351,774 | 0.0% | -2% | 70.3 |
| 282 |  $CCI | CROWN CASTLE INC. | $350,962 | 0.0% | +1% | 52.9 |
| 283 |  $YMM | Full Truck Alliance Co. Ltd. | $346,355 | 0.0% | +11% | — |
| 284 |  $AFL | AFLAC INC | $345,550 | 0.0% | +1% | 60.3 |
| 285 |  $FISV | FISERV INC | $341,998 | 0.0% | -15% | 67.4 |
| 286 |  $GE | GENERAL ELECTRIC CO | $338,315 | 0.0% | +15% | 74.8 |
| 287 | — | iShares Russell Mid CP. Idx.FD. | $334,181 | 0.0% | -76% | — |
| 288 |  $CB | Chubb Ltd | $333,752 | 0.0% | NEW | — |
| 289 | — | Vanguard Small Cap Value Index ETF Funds | $331,374 | 0.0% | -17% | — |
| 290 |  $JBL | JABIL INC | $325,662 | 0.0% | +0% | 51.9 |
| 291 |  $LOW | LOWES COMPANIES INC | $322,107 | 0.0% | +1% | 63.5 |
| 292 |  $NVS | NOVARTIS AG | $321,151 | 0.0% | NEW | — |
| 293 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $321,103 | 0.0% | NEW | — |
| 294 | — | iShares Core MSCI Emerging | $320,046 | 0.0% | +12% | — |
| 295 |  $BMY | BRISTOL MYERS SQUIBB CO | $311,191 | 0.0% | +31% | 70.1 |
| 296 |  $ADI | ANALOG DEVICES INC | $310,151 | 0.0% | +2% | 76.2 |
| 297 | $IVZ | Invesco Ltd. | $305,767 | 0.0% | +0% | — |
| 298 | — | Bitmine Immersion Tecnologies Inc Com New | $303,623 | 0.0% | +7% | — |
| 299 | — | Rheinmetall AG Unspd ADR | $302,745 | 0.0% | NEW | — |
| 300 |  $VEEV | VEEVA SYSTEMS INC | $297,744 | 0.0% | +49% | 77.8 |
| 301 |  $BE | Bloom Energy Corp | $297,672 | 0.0% | NEW | 54.4 |
| 302 |  $IONQ | IonQ, Inc. | $295,508 | 0.0% | NEW | 32.8 |
| 303 |  $BA | BOEING CO | $292,574 | 0.0% | +31% | 51.8 |
| 304 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $292,083 | 0.0% | +0% | 65.9 |
| 305 |  $ITW | ILLINOIS TOOL WORKS INC | $288,602 | 0.0% | -27% | 71.2 |
| 306 |  $BSX | BOSTON SCIENTIFIC CORP | $281,936 | 0.0% | +18% | 79.9 |
| 307 |  $TTD | Trade Desk, Inc. | $279,768 | 0.0% | +3% | 72.2 |
| 308 | — | Dimensional ETF TR Intl Vale ETF | $278,256 | 0.0% | +0% | — |
| 309 |  $JCI | Johnson Controls International plc | $278,004 | 0.0% | +0% | — |
| 310 |  $BSOL | Bitwise Solana Staking ETF | $276,825 | 0.0% | NEW | — |
| 311 | — | SPDR Ser TR (aerospace Def) | $275,588 | 0.0% | +0% | — |
| 312 |  $CARR | CARRIER GLOBAL Corp | $274,696 | 0.0% | +1% | 61.5 |
| 313 |  $CRWV | CoreWeave, Inc. | $274,166 | 0.0% | +25% | 46.5 |
| 314 |  $AZO | AUTOZONE INC | $273,600 | 0.0% | +0% | 66.5 |
| 315 | — | Tortoise Capital (series Trust Ai Infrastructur) | $273,483 | 0.0% | NEW | — |
| 316 |  $RSG | REPUBLIC SERVICES, INC. | $273,113 | 0.0% | +0% | 72 |
| 317 |  $SGHC | Super Group (SGHC) Ltd | $271,238 | 0.0% | NEW | — |
| 318 | — | iShares Technology ETF | $269,953 | 0.0% | +0% | — |
| 319 | — | Vanguard Intl Equity Index FD Inc FTSE All World Ex US Index FD Etfs SHS | $268,433 | 0.0% | +3% | — |
| 320 | — | JPMorgan Etfs ((ireland) Icav Betabld US TRSRY BD 0-1 Y Ut ETF Usd Acc) | $261,842 | 0.0% | +0% | — |
| 321 | — | Vanguard Russell 1000 Growth ETF | $259,451 | 0.0% | +0% | — |
| 322 |  $EQIX | EQUINIX INC | $255,899 | 0.0% | NEW | 61.4 |
| 323 |  $ED | CONSOLIDATED EDISON INC | $255,787 | 0.0% | +0% | 71.6 |
| 324 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $253,501 | 0.0% | -17% | 68.8 |
| 325 | — | American Centy ETF (TR Avantis US Small Cap Value) | $251,701 | 0.0% | NEW | — |
| 326 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $247,835 | 0.0% | +1% | 70.9 |
| 327 | — | iShares US Healthcare ETF IV | $242,984 | 0.0% | +17% | — |
| 328 | — | Goldman Sachs ETF TR Activebeta U S Large Cap Equity ETF | $242,828 | 0.0% | NEW | — |
| 329 | — | SPDR Bloomberg Short (term High Yield Bond Et) | $241,682 | 0.0% | +0% | — |
| 330 |  $MKL | MARKEL GROUP INC. | $241,173 | 0.0% | +0% | 68.2 |
| 331 |  $BP | BP PLC | $240,259 | 0.0% | NEW | — |
| 332 |  $TGT | TARGET CORP | $236,046 | 0.0% | NEW | 53.1 |
| 333 | — | iShares TR Core High Divid ETF | $235,629 | 0.0% | NEW | — |
| 334 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $233,963 | 0.0% | +0% | 71.2 |
| 335 | — | Nestle SA Sponsored ADR Repstg Reg SHS | $231,002 | 0.0% | NEW | — |
| 336 | $IVZ | Invesco Ltd. | $230,969 | 0.0% | +1% | — |
| 337 |  $DDOG | Datadog, Inc. | $229,607 | 0.0% | -20% | 62.9 |
| 338 | — | Vanguard Info Tech ETF | $224,573 | 0.0% | -1% | — |
| 339 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $224,163 | 0.0% | -5% | 76.6 |
| 340 |  $ACR | ACRES Commercial Realty Corp. | $223,397 | 0.0% | NEW | 46.8 |
| 341 |  $PYPL | PayPal Holdings, Inc. | $222,322 | 0.0% | -35% | 70.5 |
| 342 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $222,127 | 0.0% | NEW | 76.3 |
| 343 |  $GSK | GSK plc | $217,056 | 0.0% | NEW | — |
| 344 |  $BPRE | Bluerock Private Real Estate Fund | $215,232 | 0.0% | +0% | — |
| 345 | — | Vanguard BD Index FD Inc Total BD Market ETF | $211,695 | 0.0% | +0% | — |
| 346 | — | Vanguard Mun BD FDS ETF | $210,507 | 0.0% | NEW | — |
| 347 |  $EBAY | EBAY INC | $210,165 | 0.0% | +0% | 69.3 |
| 348 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $205,952 | 0.0% | +7% | 72.9 |
| 349 |  $CALY | Callaway Golf Co | $202,023 | 0.0% | +2% | 34.1 |
| 350 |  $CIFR | Cipher Digital Inc. | $196,692 | 0.0% | +16% | 30.1 |
| 351 |  $FRMM | FORUM MARKETS Inc | $163,583 | 0.0% | +0% | 27 |
| 352 |  $LCID | Lucid Group, Inc. | $149,297 | 0.0% | +0% | 30.1 |
| 353 |  $DGXX | Digi Power X Inc. | $123,030 | 0.0% | +0% | — |
| 354 |  $KAZR | Skyline Builders Group Holding Ltd | $114,444 | 0.0% | +0% | — |
| 355 |  $COMP | Compass, Inc. | $102,344 | 0.0% | +0% | 58.3 |
| 356 |  $JFR | NUVEEN FLOATING RATE INCOME FUND | $89,864 | 0.0% | +0% | — |
| 357 | — | GCT Semiconductor HLDG Inc WT Exp | $83,313 | 0.0% | NEW | — |
| 358 |  $PUSA | Aureus Greenway Holdings Inc | $79,157 | 0.0% | -23% | — |
| 359 | — | iShares IV PLC Usd (TRSRY BD 20 YR Ucits ETF Usd Dist Isin #ie00bskrjz44) | $67,612 | 0.0% | +0% | — |
| 360 |  $ABVE | Above Food Ingredients Inc. | $65,650 | 0.0% | +0% | — |
| 361 |  $ABTC | American Bitcoin Corp. | $57,854 | 0.0% | +0% | 34.9 |
| 362 |  $FWDI | Forward Industries, Inc. | $53,160 | 0.0% | NEW | 24.2 |
| 363 |  $PLUG | PLUG POWER INC | $52,690 | 0.0% | NEW | 18.8 |
| 364 |  $WBX | Wallbox N.V. | $43,400 | 0.0% | NEW | — |
| 365 | — | Falcon Oil & Gas LTD Com | $18,683 | 0.0% | NEW | — |
| 366 |  $DFNS | T3 Defense Inc. | $10,022 | 0.0% | +0% | 38.3 |
| 367 | — | Sunhydrogen Inc Com | $1,302 | 0.0% | NEW | — |
| 368 | — | Baltia Air Lines Inc Com | $38 | 0.0% | NEW | — |
| 369 | — | Aerius Com | $31 | 0.0% | NEW | — |
| 370 | — | New York Regional Rail Corp | $10 | 0.0% | NEW | — |
| 371 | — | Entertainment Arts | $5 | 0.0% | NEW | — |
| 372 | — | With Inc Com | $3 | 0.0% | NEW | — |
| 373 | — | Farfetch LTD Ord SH CL A | $0 | 0.0% | NEW | — |
| 374 | — | RSTK All For One Media Corp Com | $0 | 0.0% | NEW | — |
New Positions (55)
$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$4.8M$Z ZILLOW GROUP, INC.$3.8M Schwab Strategic TR US Broad MKT ETF$2.2M
$CPNG Coupang, Inc.$1.9M Schwab 5-10 Year Corporate B$1.6M
$BABA Alibaba Group Holding Ltd$1.3M$SHEL Shell plc$1.1M DSV As ADR$889,090
$NGG NATIONAL GRID PLC$821,889$CP CANADIAN PACIFIC KANSAS CITY LTD/CN$630,586 Schwab Strategic TR Schwab Fundamental Intl Large Co Index ETF$581,044
BYD Company LTD Unspon ADR$517,259
Sector Industrial Select Sector SPDR ETF$510,674
Atlas Copco Ab Spon ADR New Repstg Com Ser A$506,816
LVMH Moet Hennessy Louis Vuitton ADR$493,983
Exited Positions (26)
$UPS UNITED PARCEL SERVICE INC
$KVUE Kenvue Inc.
$GRAB Grab Holdings Ltd
$BKSY BlackSky Technology Inc. Civitas Res Inc
$TMUS T-Mobile US, Inc.
$ELF e.l.f. Beauty, Inc. Vaneck Vectors ETF
$HUBS HUBSPOT INC
$BR BROADRIDGE FINANCIAL SOLUTIONS, INC. Invesco Exchange Traded FD TR FTSE Rafi US 1500 Small Mid ETF
$RDDT Reddit, Inc.
$DASH DoorDash, Inc.
$CRDO Credo Technology Group Holding Ltd
$NVG Nuveen AMT-Free Municipal Credit Income FundBrowse Top Institutional Investors
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