Feltz Wealth PLAN Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1639943
Institutional-grade research for retail investors
13F Reported Value
ⓘ$517.6M
incl. option notional
Equity Holdings
ⓘ$516.8M
Option Notional
ⓘ$705,764
$562,329 puts / $143,435 calls
Holdings
221
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Feltz Wealth PLAN Inc. disclosed 221 positions worth $517.6M in its Form 13F-HR for Q1 2026 — $516.8M in common stock plus $705,764 of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 7.7% of the equity portfolio, followed by $BRK.B. During the quarter the fund opened 8 new positions and exited 26 — including a new stake in $AMAT and a full exit from $PNC. The portfolio is most concentrated in Other (50.9% of disclosed assets). All figures are sourced directly from Feltz Wealth PLAN Inc.’s Form 13F-HR filing with the SEC under CIK 1639943.
AI Fund Analysis
Concentrating
$AAPL7.7% weight
Held 9 quarters
$BRK-A6.2% weight
Held 9 quarters
ISHARES TR
4.0% weight
Held 9 quarters
ISHARES TR
2.9% weight
Held 9 quarters
FIRST TR EXCHNG TRADED FD
2.2% weight
Held 9 quarters
$MCK8 quarters accumulating
VANGUARD WHITEHALL FDS
6 quarters accumulating
$IVZ5 quarters accumulating
BONDBLOXX ETF TRUST
4 quarters accumulating
ISHARES TR
4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$AMZNPUT$562K notional
$TSMCALL$101K notional
$CRWDCALL$39K notional
$AGNCCALL$3K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$39.7M156,423 sh - 64.5#634
Quality
$31.9M66,603 sh ISHARES TR
—Quality
$20.6M31,516 shISHARES TR
—Quality
$15.1M215,150 shFIRST TR EXCHNG TRADED FD VI
—Quality
$11.3M335,657 sh- —
Quality
$11.2M19,422 sh - 90.2
Quality
$10.3M58,871 sh - 74.6
Quality
$9.8M47,060 sh VANGUARD INDEX FDS
—Quality
$9.3M29,125 shEA SERIES TRUST
—Quality
$9.1M182,749 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $39.7M | 156,423 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $31.9M | 66,603 |
| ISHARES TR | — | $20.6M | 31,516 |
| ISHARES TR | — | $15.1M | 215,150 |
| FIRST TR EXCHNG TRADED FD VI | — | $11.3M | 335,657 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $11.2M | 19,422 |
 NVIDIA CORP$NVDA | 90.2 | $10.3M | 58,871 |
 AMAZON COM INC$AMZN | 74.6 | $9.8M | 47,060 |
| VANGUARD INDEX FDS | — | $9.3M | 29,125 |
| EA SERIES TRUST | — | $9.1M | 182,749 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Feltz Wealth PLAN Inc.'s 221 positions.
Showing top 10 of 221 holdings.
Sector Allocation
Other
$263.0M
Technology
$85.5M
Financials
$57.9M
Consumer Discretionary
$38.5M
Industrials
$21.5M
Healthcare
$13.6M
Consumer Staples
$11.4M
Energy
$9.0M
Full Holdings — Feltz Wealth PLAN Inc. (Q1 2026)
All 221 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. | $39.7M | 7.7% | -19% | 76.1 |
| 2 | $BRK.B | BERKSHIRE HATHAWAY INC | $31.9M | 6.2% | -6% | 64.5 |
| 3 | — | ISHARES TR | $20.6M | 4.0% | +34% | — |
| 4 | — | ISHARES TR | $15.1M | 2.9% | -6% | — |
| 5 | — | FIRST TR EXCHNG TRADED FD VI | $11.3M | 2.2% | -18% | — |
| 6 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $11.2M | 2.2% | -8% | — |
| 7 | $NVDA | NVIDIA CORP | $10.3M | 2.0% | -39% | 90.2 |
| 8 | $AMZN | AMAZON COM INC | $9.8M | 1.9% | -25% | 74.6 |
| 9 | — | VANGUARD INDEX FDS | $9.3M | 1.8% | -16% | — |
| 10 | — | EA SERIES TRUST | $9.1M | 1.8% | +19% | — |
| 11 | — | VANECK ETF TRUST | $8.5M | 1.6% | +2% | — |
| 12 |  $COST | COSTCO WHOLESALE CORP /NEW | $7.9M | 1.5% | -12% | 67 |
| 13 | — | AMERICAN CENTY ETF TR | $7.3M | 1.4% | +2% | — |
| 14 | — | SIMPLIFY EXCHANGE TRADED FUN | $7.2M | 1.4% | -25% | — |
| 15 | — | ISHARES TR | $6.9M | 1.3% | -7% | — |
| 16 | — | VANGUARD WHITEHALL FDS | $6.8M | 1.3% | +2% | — |
| 17 | — | PGIM ETF TR | $6.1M | 1.2% | -66% | — |
| 18 | — | J P MORGAN EXCHANGE TRADED F | $5.9M | 1.1% | -18% | — |
| 19 | — | PACER FDS TR | $5.8M | 1.1% | -17% | — |
| 20 | — | SCHWAB STRATEGIC TR | $5.7M | 1.1% | -3% | — |
| 21 | — | ISHARES TR | $5.6M | 1.1% | -19% | — |
| 22 |  $JPM | JPMORGAN CHASE & CO | $5.6M | 1.1% | -15% | 35.6 |
| 23 |  $GOOGL | Alphabet Inc. | $5.4M | 1.1% | -33% | 80.2 |
| 24 |  $MSFT | MICROSOFT CORP | $5.2M | 1.0% | -31% | 83.7 |
| 25 | — | SPDR SERIES TRUST | $5.1M | 1.0% | +31% | — |
| 26 |  $WMT | Walmart Inc. | $5.0M | 1.0% | -38% | 63.2 |
| 27 | — | FIRST TR EXCH TRADED FD III | $4.9M | 1.0% | -27% | — |
| 28 |  $UNP | UNION PACIFIC CORP | $4.9M | 0.9% | -1% | 74 |
| 29 |  $CASY | CASEYS GENERAL STORES INC | $4.9M | 0.9% | -24% | 59.9 |
| 30 |  $CVX | CHEVRON CORP | $4.5M | 0.9% | -17% | 54.7 |
| 31 | — | SCHWAB STRATEGIC TR | $4.5M | 0.9% | +3% | — |
| 32 |  $JNJ | JOHNSON & JOHNSON | $4.2M | 0.8% | -45% | 72.8 |
| 33 | — | ISHARES TR | $4.1M | 0.8% | -12% | — |
| 34 | — | SPDR SERIES TRUST | $3.8M | 0.7% | -32% | — |
| 35 |  $GOOG | Alphabet Inc. | $3.8M | 0.7% | -15% | 80.2 |
| 36 |  $ABBV | AbbVie Inc. | $3.7M | 0.7% | -17% | 59.3 |
| 37 | — | STARBOARD INVT TR | $3.6M | 0.7% | -23% | — |
| 38 | — | BLACKROCK ETF TRUST | $3.4M | 0.7% | -14% | — |
| 39 | — | VANECK ETF TRUST | $3.1M | 0.6% | -23% | — |
| 40 |  $META | Meta Platforms, Inc. | $3.0M | 0.6% | -25% | 80.9 |
| 41 |  $XOM | EXXON MOBIL CORP | $3.0M | 0.6% | +50% | 61.8 |
| 42 |  $WT | WisdomTree, Inc. | $2.9M | 0.6% | +342% | 62.9 |
| 43 | — | ISHARES TR | $2.8M | 0.5% | +153% | — |
| 44 |  $BAH | Booz Allen Hamilton Holding Corp | $2.8M | 0.5% | -1% | 65.5 |
| 45 | $MCK | MCKESSON CORP | $2.7M | 0.5% | +1% | 63.7 |
| 46 |  $PEP | PEPSICO INC | $2.7M | 0.5% | -32% | 62.7 |
| 47 | — | BONDBLOXX ETF TRUST | $2.7M | 0.5% | +5% | — |
| 48 | — | PACER FDS TR | $2.7M | 0.5% | -24% | — |
| 49 | — | ISHARES TR | $2.6M | 0.5% | +3% | — |
| 50 | — | PROSHARES TR | $2.5M | 0.5% | -21% | — |
| 51 |  $EMR | EMERSON ELECTRIC CO | $2.5M | 0.5% | -28% | 65.9 |
| 52 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $2.5M | 0.5% | -25% | 67.5 |
| 53 |  $ALB | ALBEMARLE CORP | $2.5M | 0.5% | -32% | 50.2 |
| 54 | — | VANECK ETF TRUST | $2.4M | 0.5% | -19% | — |
| 55 |  $O | REALTY INCOME CORP | $2.4M | 0.5% | -27% | 74.6 |
| 56 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.4M | 0.5% | -29% | 66.7 |
| 57 | — | FRANKLIN TEMPLETON ETF TR | $2.4M | 0.5% | -21% | — |
| 58 |  $VZ | VERIZON COMMUNICATIONS INC | $2.4M | 0.5% | -32% | 71.6 |
| 59 |  $AMGN | AMGEN INC | $2.4M | 0.5% | -28% | 79.5 |
| 60 | — | J P MORGAN EXCHANGE TRADED F | $2.4M | 0.5% | +249% | — |
| 61 |  $MSM | MSC INDUSTRIAL DIRECT CO INC | $2.4M | 0.5% | -31% | 50.8 |
| 62 | — | J P MORGAN EXCHANGE TRADED F | $2.4M | 0.5% | +355% | — |
| 63 |  $BKE | BUCKLE INC | $2.3M | 0.5% | -0% | 64.6 |
| 64 |  $TSN | TYSON FOODS, INC. | $2.3M | 0.4% | -27% | 51.9 |
| 65 |  $TSLA | Tesla, Inc. | $2.3M | 0.4% | -44% | 50.1 |
| 66 | — | SELECT SECTOR SPDR TR | $2.3M | 0.4% | +2% | — |
| 67 |  $CFR | CULLEN/FROST BANKERS, INC. | $2.2M | 0.4% | -26% | 66.5 |
| 68 | — | BLACKROCK ETF TRUST | $2.2M | 0.4% | +77% | — |
| 69 | — | VALUED ADVISERS TR | $2.2M | 0.4% | -22% | — |
| 70 |  $NUE | NUCOR CORP | $2.1M | 0.4% | -38% | 58.9 |
| 71 |  $GGG | GRACO INC | $2.1M | 0.4% | -29% | 67.2 |
| 72 | — | J P MORGAN EXCHANGE TRADED F | $2.1M | 0.4% | +360% | — |
| 73 | — | ISHARES TR | $2.0M | 0.4% | +25% | — |
| 74 | — | SELECT SECTOR SPDR TR | $2.0M | 0.4% | -4% | — |
| 75 |  $LMT | LOCKHEED MARTIN CORP | $2.0M | 0.4% | -30% | 65 |
| 76 | — | ISHARES TR | $2.0M | 0.4% | +4% | — |
| 77 | — | J P MORGAN EXCHANGE TRADED F | $2.0M | 0.4% | +372% | — |
| 78 | — | J P MORGAN EXCHANGE TRADED F | $1.9M | 0.4% | +268% | — |
| 79 |  $TXN | TEXAS INSTRUMENTS INC | $1.9M | 0.4% | -36% | 70.4 |
| 80 | — | COLUMBIA ETF TR I | $1.9M | 0.4% | -27% | — |
| 81 | — | INNOVATOR ETFS TRUST | $1.8M | 0.4% | -0% | — |
| 82 | — | ISHARES TR | $1.8M | 0.3% | +228% | — |
| 83 |  $MA | Mastercard Inc | $1.8M | 0.3% | -29% | 81.7 |
| 84 |  $APD | Air Products & Chemicals, Inc. | $1.7M | 0.3% | -32% | 41.2 |
| 85 | — | BLACKROCK ETF TRUST | $1.7M | 0.3% | +5% | — |
| 86 |  $RPM | RPM INTERNATIONAL INC/DE/ | $1.6M | 0.3% | -30% | 57.3 |
| 87 | — | ISHARES TR | $1.6M | 0.3% | -4% | — |
| 88 |  $GPC | GENUINE PARTS CO | $1.6M | 0.3% | -32% | 54.2 |
| 89 |  $DOV | DOVER Corp | $1.6M | 0.3% | -30% | 63.1 |
| 90 |  $GLD | SPDR GOLD TRUST | $1.6M | 0.3% | -8% | — |
| 91 | $IVZ | Invesco Ltd. | $1.6M | 0.3% | +7% | — |
| 92 | — | ISHARES TR | $1.5M | 0.3% | +254% | — |
| 93 | — | SIMPLIFY EXCHANGE TRADED FUN | $1.5M | 0.3% | -23% | — |
| 94 | — | ISHARES TR | $1.5M | 0.3% | -43% | — |
| 95 |  $HD | HOME DEPOT, INC. | $1.5M | 0.3% | +13% | 69.2 |
| 96 | — | BLACKROCK ETF TRUST | $1.5M | 0.3% | +4% | — |
| 97 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.3% | +0% | 64.5 |
| 98 | — | ISHARES INC | $1.4M | 0.3% | -51% | — |
| 99 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.3M | 0.3% | -33% | 63.7 |
| 100 |  $BRO | BROWN & BROWN, INC. | $1.3M | 0.3% | -34% | 75.1 |
| 101 | — | ISHARES TR | $1.3M | 0.3% | +6% | — |
| 102 |  $V | VISA INC. | $1.3M | 0.2% | +11% | 83.5 |
| 103 |  $AVGO | Broadcom Inc. | $1.2M | 0.2% | -54% | 86.4 |
| 104 | — | BLACKROCK ETF TRUST II | $1.2M | 0.2% | -16% | — |
| 105 |  $CAT | CATERPILLAR INC | $1.2M | 0.2% | +3% | 67.8 |
| 106 |  $MAIN | Main Street Capital CORP | $1.2M | 0.2% | -3% | — |
| 107 | — | BLACKROCK ETF TRUST | $1.2M | 0.2% | -27% | — |
| 108 | — | INNOVATOR ETFS TRUST | $1.1M | 0.2% | +8% | — |
| 109 |  $DE | DEERE & CO | $1.1M | 0.2% | -2% | 57.4 |
| 110 | — | J P MORGAN EXCHANGE TRADED F | $1.1M | 0.2% | +132% | — |
| 111 | — | GLOBAL X FDS | $1.1M | 0.2% | +68% | — |
| 112 | — | J P MORGAN EXCHANGE TRADED F | $1.1M | 0.2% | +357% | — |
| 113 |  $LOW | LOWES COMPANIES INC | $1.1M | 0.2% | -16% | 63.5 |
| 114 |  $KO | COCA COLA CO | $1.1M | 0.2% | +64% | 74 |
| 115 |  $PLTR | Palantir Technologies Inc. | $1.1M | 0.2% | -54% | 85.8 |
| 116 | — | INNOVATOR ETFS TRUST | $1.1M | 0.2% | +0% | — |
| 117 | — | INNOVATOR ETFS TRUST | $1.0M | 0.2% | +0% | — |
| 118 |  $MO | ALTRIA GROUP, INC. | $982,166 | 0.2% | -9% | 72.1 |
| 119 |  $NKE | NIKE, Inc. | $963,731 | 0.2% | -35% | 53.4 |
| 120 |  $BX | Blackstone Inc. | $906,466 | 0.2% | -51% | 68 |
| 121 | — | INNOVATOR ETFS TRUST | $899,489 | 0.2% | +10% | — |
| 122 | — | PGIM ETF TR | $855,189 | 0.2% | +0% | — |
| 123 |  $STZ | CONSTELLATION BRANDS, INC. | $838,467 | 0.2% | -29% | 65 |
| 124 |  $NEE | NEXTERA ENERGY INC | $823,017 | 0.2% | -2% | 71.7 |
| 125 | — | INNOVATOR ETFS TRUST | $817,271 | 0.2% | -29% | — |
| 126 | $WT | WisdomTree, Inc. | $797,264 | 0.1% | +21% | 62.9 |
| 127 | — | SCHWAB STRATEGIC TR | $775,986 | 0.1% | -1% | — |
| 128 | — | SCHWAB STRATEGIC TR | $772,815 | 0.1% | +2% | — |
| 129 | — | ISHARES TR | $771,671 | 0.1% | -1% | — |
| 130 | — | INNOVATOR ETFS TRUST | $769,021 | 0.1% | -29% | — |
| 131 |  $AMAT | APPLIED MATERIALS INC /DE | $759,806 | 0.1% | NEW | 74.8 |
| 132 |  $LLY | ELI LILLY & Co | $736,163 | 0.1% | -64% | 89.3 |
| 133 |  $MRK | Merck & Co., Inc. | $716,189 | 0.1% | -44% | 70.9 |
| 134 |  $MCD | MCDONALDS CORP | $711,400 | 0.1% | -4% | 73.9 |
| 135 |  $ABT | ABBOTT LABORATORIES | $679,796 | 0.1% | +16% | 67 |
| 136 |  $LNG | Cheniere Energy, Inc. | $648,786 | 0.1% | -39% | 48.4 |
| 137 | — | FIRST TR EXCHANGE-TRADED FD | $643,699 | 0.1% | -1% | — |
| 138 | — | INNOVATOR ETFS TRUST | $642,412 | 0.1% | +13% | — |
| 139 |  $T | AT&T INC. | $642,201 | 0.1% | +11% | 71.9 |
| 140 | — | AIM ETF PRODUCTS TRUST | $636,594 | 0.1% | -35% | — |
| 141 | — | INNOVATOR ETFS TRUST | $631,906 | 0.1% | -34% | — |
| 142 | — | FIRST TR EXCHNG TRADED FD VI | $631,203 | 0.1% | -34% | — |
| 143 | $WT | WisdomTree, Inc. | $618,570 | 0.1% | +124% | 62.9 |
| 144 |  $UNH | UNITEDHEALTH GROUP INC | $599,626 | 0.1% | +88% | 66.8 |
| 145 |  $ORCL | ORACLE CORP | $588,461 | 0.1% | -35% | 67.2 |
| 146 | — | SIMPLIFY EXCHANGE TRADED FUN | $583,084 | 0.1% | +21% | — |
| 147 |  $BAC | BANK OF AMERICA CORP /DE/ | $580,359 | 0.1% | +28% | 68.4 |
| 148 |  $SPY | SPDR S&P 500 ETF TRUST | $577,003 | 0.1% | -53% | — |
| 149 |  $SCHW | SCHWAB CHARLES CORP | $574,702 | 0.1% | +17% | 77.2 |
| 150 |  $GE | GENERAL ELECTRIC CO | $572,910 | 0.1% | -6% | 74.8 |
| 151 | $WT | WisdomTree, Inc. | $570,100 | 0.1% | +27% | 62.9 |
| 152 | — | SCHWAB STRATEGIC TR | $568,948 | 0.1% | -0% | — |
| 153 | $AMZNPUT | AMAZON COM INC | $562,329 | — | NEW | 74.6 |
| 154 | — | INNOVATOR ETFS TRUST | $552,713 | 0.1% | +15% | — |
| 155 |  $INTC | INTEL CORP | $543,108 | 0.1% | -70% | 41.5 |
| 156 |  $PG | PROCTER & GAMBLE Co | $541,976 | 0.1% | +29% | 72.9 |
| 157 | — | SIMPLIFY EXCHANGE TRADED FUN | $537,749 | 0.1% | +19% | — |
| 158 |  $SPGI | S&P Global Inc. | $533,003 | 0.1% | -41% | 79.4 |
| 159 |  $PSA | Public Storage | $510,910 | 0.1% | +2% | 73.9 |
| 160 |  $MU | MICRON TECHNOLOGY INC | $497,394 | 0.1% | -57% | 88.4 |
| 161 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $495,773 | 0.1% | -4% | — |
| 162 |  $GEV | GE Vernova Inc. | $491,678 | 0.1% | +14% | 70.1 |
| 163 |  $USB | US BANCORP DE | $487,964 | 0.1% | -10% | 71.4 |
| 164 | — | SCHWAB STRATEGIC TR | $477,650 | 0.1% | -1% | — |
| 165 | — | INNOVATOR ETFS TRUST | $463,253 | 0.1% | +0% | — |
| 166 |  $NFLX | NETFLIX INC | $462,482 | 0.1% | -15% | 86.7 |
| 167 | — | PROSHARES TR | $459,073 | 0.1% | +0% | — |
| 168 |  $GLDM | World Gold Trust | $450,473 | 0.1% | -68% | — |
| 169 |  $SUN | Sunoco LP | $446,876 | 0.1% | +0% | 64.8 |
| 170 |  $AMD | ADVANCED MICRO DEVICES INC | $425,372 | 0.1% | -72% | 78.8 |
| 171 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $421,247 | 0.1% | -41% | — |
| 172 |  $AOS | SMITH A O CORP | $419,665 | 0.1% | -41% | 66.7 |
| 173 |  $TMUS | T-Mobile US, Inc. | $403,578 | 0.1% | NEW | 72.7 |
| 174 |  $RTX | RTX Corp | $393,323 | 0.1% | +0% | 70 |
| 175 |  $MMD | NYLI MacKay DefinedTerm Muni Opportunities Fund | $392,337 | 0.1% | +0% | — |
| 176 | — | PROSHARES TR | $347,225 | 0.1% | -75% | — |
| 177 | — | DBX ETF TR | $342,399 | 0.1% | +70% | — |
| 178 |  $NSC | NORFOLK SOUTHERN CORP | $342,391 | 0.1% | -4% | 70.8 |
| 179 |  $ROK | ROCKWELL AUTOMATION, INC | $342,013 | 0.1% | +2% | 68.2 |
| 180 |  $CSCO | CISCO SYSTEMS, INC. | $337,206 | 0.1% | -8% | 72.3 |
| 181 |  $VLTO | Veralto Corp | $336,586 | 0.1% | -63% | 74.4 |
| 182 |  $COP | CONOCOPHILLIPS | $333,564 | 0.1% | +1% | 74.8 |
| 183 |  $BA | BOEING CO | $332,100 | 0.1% | -4% | 51.8 |
| 184 | — | GLOBAL X FDS | $331,389 | 0.1% | +31% | — |
| 185 | — | VANECK ETF TRUST | $330,624 | 0.1% | -91% | — |
| 186 |  $LRCX | LAM RESEARCH CORP | $329,484 | 0.1% | +29% | 82.4 |
| 187 | — | FIRST TR EXCHANGE-TRADED FD | $321,583 | 0.1% | -3% | — |
| 188 | — | INNOVATOR ETFS TRUST | $321,126 | 0.1% | -8% | — |
| 189 |  $ROP | ROPER TECHNOLOGIES INC | $319,199 | 0.1% | -42% | 72.2 |
| 190 |  $KLAC | KLA CORP | $315,096 | 0.1% | -7% | 84.4 |
| 191 |  $AXP | AMERICAN EXPRESS CO | $310,056 | 0.1% | +14% | 73.2 |
| 192 | — | SCHWAB STRATEGIC TR | $307,231 | 0.1% | -3% | — |
| 193 |  $OMC | OMNICOM GROUP INC. | $303,424 | 0.1% | -18% | 60.5 |
| 194 | — | SELECT SECTOR SPDR TR | $288,188 | 0.1% | -58% | — |
| 195 |  $ADBE | ADOBE INC. | $282,945 | 0.1% | -75% | 80.4 |
| 196 |  $SNPS | SYNOPSYS INC | $282,294 | 0.1% | -44% | 63.1 |
| 197 | $WT | WisdomTree, Inc. | $278,897 | 0.1% | +36% | 62.9 |
| 198 |  $IAU | ISHARES GOLD TRUST | $272,503 | 0.1% | -19% | — |
| 199 |  $SPOT | Spotify Technology S.A. | $269,610 | 0.1% | -26% | — |
| 200 | — | J P MORGAN EXCHANGE TRADED F | $261,277 | 0.1% | +19% | — |
| 201 | — | FIRST TR EXCHANGE TRADED FD | $260,556 | 0.1% | -48% | — |
| 202 | — | VANECK ETF TRUST | $258,281 | 0.1% | +22% | — |
| 203 |  $GILD | GILEAD SCIENCES, INC. | $257,997 | 0.1% | NEW | 77.8 |
| 204 | — | VANGUARD INDEX FDS | $247,019 | 0.1% | -54% | — |
| 205 |  $LULU | lululemon athletica inc. | $240,061 | 0.1% | -48% | 62.9 |
| 206 | — | INNOVATOR ETFS TRUST | $237,372 | 0.1% | +2% | — |
| 207 | — | J P MORGAN EXCHANGE TRADED F | $234,128 | 0.1% | -47% | — |
| 208 |  $ISRG | INTUITIVE SURGICAL INC | $232,339 | 0.0% | +16% | 81.4 |
| 209 |  $WPC | W. P. Carey Inc. | $227,464 | 0.0% | -53% | 62.1 |
| 210 | — | SELECT SECTOR SPDR TR | $220,475 | 0.0% | -51% | — |
| 211 |  $CRWD | CrowdStrike Holdings, Inc. | $216,287 | 0.0% | -72% | 55 |
| 212 |  $HRL | HORMEL FOODS CORP /DE/ | $211,891 | 0.0% | -12% | 58.4 |
| 213 |  $FSCO | FS Credit Opportunities Corp. | $183,763 | 0.0% | +0% | — |
| 214 |  $FSSL | FS Specialty Lending Fund | $167,571 | 0.0% | -17% | — |
| 215 | — | AGF INVTS TR | $154,244 | 0.0% | NEW | — |
| 216 |  $DSL | DoubleLine Income Solutions Fund | $131,855 | 0.0% | -10% | — |
| 217 |  $AGNC | AGNC Investment Corp. | $128,366 | 0.0% | +6% | — |
| 218 | $TSMCALL | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $101,385 | — | NEW | — |
| 219 | $CRWDCALL | CrowdStrike Holdings, Inc. | $39,041 | — | NEW | 55 |
| 220 |  $STXS | Stereotaxis, Inc. | $25,144 | 0.0% | +8% | 16.6 |
| 221 | $AGNCCALL | AGNC Investment Corp. | $3,009 | — | NEW | — |
New Positions (8)
Exited Positions (26)
$PNC PNC FINANCIAL SERVICES GROUP, INC.
$RGTI Rigetti Computing, Inc.
$NOW ServiceNow, Inc.
$UBER Uber Technologies, Inc
$ARM ARM HOLDINGS PLC /UK
$MDT Medtronic plc
$QCOM QUALCOMM INC/DE
$AMP AMERIPRISE FINANCIAL INC
$INOD INNODATA INC
$PEG PUBLIC SERVICE ENTERPRISE GROUP INC
$TJX TJX COMPANIES INC /DE/ FUNDVANTAGE TR
$SHOP SHOPIFY INC. ETF SER SOLUTIONS
$PM Philip Morris International Inc.Browse Top Institutional Investors
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