Wealthspire Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1646247
Institutional-grade research for retail investors

13F Reported Value

$12.7B

Holdings

932

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Wealthspire Advisors, LLC disclosed 932 positions worth $12.7B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 68 new positions and exited 180 — including a new stake in $BZH and a full exit from $HBAN. The portfolio is most concentrated in Other (84.3% of disclosed assets). All figures are sourced directly from Wealthspire Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1646247.

Sector Allocation

OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored
  • ISHARES TR

    Quality

    $1.7B2,669,963 sh
  • VANGUARD TAX-MANAGED FDS

    Quality

    $933.2M14,562,701 sh
  • VANGUARD INDEX FDS

    Quality

    $675.3M1,130,127 sh
  • ISHARES TR

    Quality

    $520.6M7,709,430 sh
  • VANGUARD STAR FDS

    Quality

    $488.5M6,334,962 sh
  • SCHWAB STRATEGIC TR

    Quality

    $408.4M13,311,446 sh
  • Quality

    $317.6M984,075 sh
  • VANGUARD INDEX FDS

    Quality

    $308.9M963,010 sh
  • SCHWAB STRATEGIC TR

    Quality

    $302.2M12,209,080 sh
  • VANGUARD INDEX FDS

    Quality

    $295.9M677,349 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Wealthspire Advisors, LLC's 932 positions.

Showing top 10 of 932 holdings.

Sector Allocation

Other

$10.7B

Financials

$765.9M

Technology

$548.9M

Industrials

$203.1M

Consumer Discretionary

$172.4M

Healthcare

$107.4M

Consumer Staples

$64.2M

Energy

$59.6M

Full Holdings — Wealthspire Advisors, LLC (Q1 2026)

All 932 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1ISHARES TR$1.7B13.7%+0%
2VANGUARD TAX-MANAGED FDS$933.2M7.3%+7%
3VANGUARD INDEX FDS$675.3M5.3%-2%
4ISHARES TR$520.6M4.1%+1%
5VANGUARD STAR FDS$488.5M3.8%+8%
6SCHWAB STRATEGIC TR$408.4M3.2%-2%
7AON$AONAon plc$317.6M2.5%+260%
8VANGUARD INDEX FDS$308.9M2.4%-2%
9SCHWAB STRATEGIC TR$302.2M2.4%+12%
10VANGUARD INDEX FDS$295.9M2.3%+13%
11DIMENSIONAL ETF TRUST$291.6M2.3%-0%
12SPY$SPYSPDR S&P 500 ETF TRUST$286.9M2.3%-1%
13VANGUARD INTL EQUITY INDEX F$264.7M2.1%+4%
14VANGUARD INDEX FDS$241.4M1.9%+48%
15ISHARES TR$241.3M1.9%+2%
16VANGUARD MALVERN FDS$222.6M1.8%+6%
17ISHARES TR$218.4M1.7%+2%
18VANGUARD INDEX FDS$177.6M1.4%+3%
19VANGUARD INDEX FDS$169.5M1.3%-1%
20AAPL$AAPLApple Inc.$130.1M1.0%-13%76.1
21ISHARES INC$117.7M0.9%-0%
22VANGUARD INDEX FDS$105.2M0.8%+1%
23VANGUARD INTL EQUITY INDEX F$95.2M0.8%+4%
24CME$CMECME GROUP INC.$93.4M0.7%+39%74.5
25ISHARES TR$90.8M0.7%+4%
26FIRST TR EXCHANGE-TRADED FD$89.4M0.7%-5%
27MSFT$MSFTMICROSOFT CORP$88.0M0.7%-16%83.7
28DIMENSIONAL ETF TRUST$82.5M0.7%-5%
29DIMENSIONAL ETF TRUST$77.6M0.6%-3%
30GOOGL$GOOGLAlphabet Inc.$76.0M0.6%-25%80.2
31DIMENSIONAL ETF TRUST$73.2M0.6%+0%
32QQQ$QQQINVESCO QQQ TRUST, SERIES 1$72.5M0.6%-6%
33SCHWAB STRATEGIC TR$72.4M0.6%+0%
34ISHARES TR$72.4M0.6%+5%
35ISHARES TR$71.4M0.6%-3%
36ISHARES TR$70.4M0.6%+6%
37VANGUARD INDEX FDS$61.7M0.5%+0%
38MORGAN STANLEY ETF TRUST$61.6M0.5%+1%
39SPDR SERIES TRUST$57.5M0.5%-2%
40VANGUARD INDEX FDS$57.5M0.5%+1%
41NVDA$NVDANVIDIA CORP$55.3M0.4%-20%90.2
42VANGUARD BD INDEX FDS$55.2M0.4%+3%
43ISHARES TR$54.4M0.4%-16%
44ISHARES TR$53.9M0.4%+1%
45PROSHARES TR$49.3M0.4%-2%
46AMZN$AMZNAMAZON COM INC$45.7M0.4%-14%74.6
47PUTNAM ETF TRUST$45.2M0.4%+17%
48VANGUARD INDEX FDS$44.6M0.3%+4%
49SCHWAB STRATEGIC TR$41.4M0.3%+25%
50ISHARES TR$41.3M0.3%+6%
51WT$WTWisdomTree, Inc.$40.8M0.3%-31%62.9
52ISHARES TR$40.2M0.3%-9%
53GOOG$GOOGAlphabet Inc.$38.8M0.3%-16%80.2
54VANGUARD SCOTTSDALE FDS$37.8M0.3%+2%
55ACN$ACNAccenture plc$37.8M0.3%+111%
56DIMENSIONAL ETF TRUST$36.7M0.3%-1%
57TSLA$TSLATesla, Inc.$34.6M0.3%+58%50.1
58VANGUARD MUN BD FDS$33.7M0.3%-2%
59MORGAN STANLEY ETF TRUST$32.8M0.3%+1%
60CAVA$CAVACAVA GROUP, INC.$32.6M0.3%+1269%62.7
61BRK.B$BRK.BBERKSHIRE HATHAWAY INC$32.0M0.3%-5%64.5
62FUNDVANTAGE TR$31.4M0.3%-30%
63ISHARES TR$31.3M0.3%-2%
64ISHARES TR$30.3M0.2%-0%
65ISHARES TR$29.5M0.2%-8%
66ISHARES TR$28.3M0.2%-1%
67IVZ$IVZInvesco Ltd.$27.4M0.2%+6%
68ISHARES TR$23.9M0.2%-1%
69ISHARES TR$23.5M0.2%+556%
70XOM$XOMEXXON MOBIL CORP$22.8M0.2%-15%61.8
71DOV$DOVDOVER Corp$22.1M0.2%+1%63.1
72BZH$BZHBEAZER HOMES USA INC$21.5M0.2%NEW35.6
73JNJ$JNJJOHNSON & JOHNSON$21.1M0.2%-9%72.8
74VANGUARD WHITEHALL FDS$20.3M0.2%+4%
75VANGUARD INDEX FDS$20.2M0.2%-5%
76ISHARES TR$19.5M0.1%-1%
77VANGUARD INDEX FDS$19.4M0.1%+21%
78JPM$JPMJPMORGAN CHASE & CO$18.7M0.1%-34%35.6
79GLD$GLDSPDR GOLD TRUST$18.6M0.1%-20%
80ISHARES TR$18.4M0.1%-1%
81ISHARES TR$17.7M0.1%-2%
82FIRST TR EXCHNG TRADED FD VI$17.4M0.1%-6%
83ISHARES TR$16.7M0.1%-4%
84META$METAMeta Platforms, Inc.$16.6M0.1%-40%80.9
85ISHARES TR$16.0M0.1%-4%
86ISHARES TR$15.3M0.1%-15%
87ISHARES TR$15.3M0.1%-1%
88ISHARES TR$14.9M0.1%-9%
89ISHARES TR$14.4M0.1%-2%
90VANGUARD INDEX FDS$14.4M0.1%+6%
91LLY$LLYELI LILLY & Co$14.3M0.1%+21%89.3
92COST$COSTCOSTCO WHOLESALE CORP /NEW$14.1M0.1%-31%67
93AVGO$AVGOBroadcom Inc.$13.8M0.1%-28%86.4
94ISHARES TR$13.7M0.1%+2%
95KO$KOCOCA COLA CO$13.5M0.1%-4%74
96ISHARES TR$13.4M0.1%-1%
97VANGUARD SPECIALIZED FUNDS$12.9M0.1%+4%
98SCHWAB STRATEGIC TR$12.7M0.1%+3%
99DIMENSIONAL ETF TRUST$12.4M0.1%+0%
100ISHARES TR$12.3M0.1%-3%
101CVX$CVXCHEVRON CORP$12.2M0.1%-10%54.7
102ISHARES TR$12.1M0.1%+0%
103SCHWAB STRATEGIC TR$12.1M0.1%-4%
104FLEX$FLEXFLEX LTD.$11.7M0.1%+0%
105FLEXSHARES TR$11.6M0.1%-0%
106WMT$WMTWalmart Inc.$11.6M0.1%-16%63.2
107ABBV$ABBVAbbVie Inc.$11.4M0.1%-10%59.3
108RKT$RKTRocket Companies, Inc.$11.3M0.1%-0%
109WT$WTWisdomTree, Inc.$10.8M0.1%+1%62.9
110IVZ$IVZInvesco Ltd.$10.5M0.1%-0%
111HARTFORD FDS EXCHANGE TRADED$10.3M0.1%NEW
112PG$PGPROCTER & GAMBLE Co$10.2M0.1%-10%72.9
113PM$PMPhilip Morris International Inc.$10.1M0.1%+3%80.5
114SPDR SERIES TRUST$10.0M0.1%+7%
115IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$9.8M0.1%+3%66.7
116ISHARES TR$9.7M0.1%-14%
117BRK.A$BRK.ABERKSHIRE HATHAWAY INC$9.7M0.1%+0%64.5
118SCHWAB STRATEGIC TR$9.6M0.1%-2%
119VZ$VZVERIZON COMMUNICATIONS INC$9.5M0.1%+25%71.6
120META$METAMeta Platforms, Inc.$9.2M0.1%-3%80.9
121SPDR SERIES TRUST$8.9M0.1%-3%
122HD$HDHOME DEPOT, INC.$8.9M0.1%-22%69.2
123VANGUARD WORLD FD$8.8M0.1%-1%
124CBNK$CBNKCapital Bancorp Inc$8.8M0.1%+275%
125ISHARES TR$8.7M0.1%-7%
126DIMENSIONAL ETF TRUST$8.6M0.1%-7%
127SPDR SERIES TRUST$8.6M0.1%-2%
128PGR$PGRPROGRESSIVE CORP/OH/$8.4M0.1%-5%83.6
129V$VVISA INC.$8.3M0.1%-24%83.5
130VANGUARD INTL EQUITY INDEX F$8.1M0.1%+1%
131SPDR SERIES TRUST$8.0M0.1%+1%
132MA$MAMastercard Inc$7.8M0.1%-20%81.7
133HLT$HLTHilton Worldwide Holdings Inc.$7.6M0.1%+1719%73.1
134MDY$MDYSPDR S&P MIDCAP 400 ETF TRUST$7.3M0.1%+0%
135BYRN$BYRNByrna Technologies Inc.$7.2M0.1%+219%53.8
136DIMENSIONAL ETF TRUST$7.1M0.1%-0%
137MKC$MKCMCCORMICK & CO INC$7.1M0.1%+2129%73.7
138LOW$LOWLOWES COMPANIES INC$6.9M0.1%+163%63.5
139PLTR$PLTRPalantir Technologies Inc.$6.9M0.1%-11%85.8
140CSCO$CSCOCISCO SYSTEMS, INC.$6.7M0.1%-4%72.3
141REGN$REGNREGENERON PHARMACEUTICALS, INC.$6.7M0.1%+168%75.1
142CRM$CRMSalesforce, Inc.$6.7M0.1%-13%75.2
143ISHARES TR$6.6M0.1%-1%
144MRK$MRKMerck & Co., Inc.$6.4M0.1%-10%70.9
145PEP$PEPPEPSICO INC$6.3M0.1%-13%62.7
146MCD$MCDMCDONALDS CORP$6.2M0.1%-10%73.9
147WT$WTWisdomTree, Inc.$6.2M0.1%-5%62.9
148ISHARES TR$6.1M0.1%+13%
149GOLDMAN SACHS ETF TR$6.0M0.1%+0%
150ISHARES TR$6.0M0.1%+358%
151UTG$UTGREAVES UTILITY INCOME FUND$6.0M0.1%+5%
152NFLX$NFLXNETFLIX INC$5.9M0.1%-35%86.7
153GE$GEGENERAL ELECTRIC CO$5.8M0.1%-28%74.8
154SBUX$SBUXSTARBUCKS CORP$5.7M0.1%+23%54.6
155GLDM$GLDMWorld Gold Trust$5.6M0.0%+90%
156NEUBERGER BERMAN ETF TRUST$5.6M0.0%-3%
157EIM$EIMEaton Vance Municipal Bond Fund$5.5M0.0%-2%
158DIMENSIONAL ETF TRUST$5.5M0.0%-8%
159SPDR SERIES TRUST$5.5M0.0%+1%
160IBIT$IBITiShares Bitcoin Trust ETF$5.5M0.0%+14%
161SCHWAB STRATEGIC TR$5.3M0.0%+1%
162ALPS ETF TR$5.2M0.0%+27%
163ISHARES TR$5.1M0.0%-0%
164MUFG$MUFGMITSUBISHI UFJ FINANCIAL GROUP INC$5.0M0.0%-2%
165IVZ$IVZInvesco Ltd.$4.9M0.0%-4%
166CMG$CMGCHIPOTLE MEXICAN GRILL INC$4.9M0.0%+1062%72.9
167VANGUARD WORLD FD$4.9M0.0%-5%
168DIMENSIONAL ETF TRUST$4.8M0.0%-0%
169MO$MOALTRIA GROUP, INC.$4.8M0.0%-7%72.1
170MAR$MARMARRIOTT INTERNATIONAL INC /MD/$4.8M0.0%-15%65.9
171GBDC$GBDCGOLUB CAPITAL BDC, Inc.$4.7M0.0%+1897%
172CAT$CATCATERPILLAR INC$4.7M0.0%-18%67.8
173RTX$RTXRTX Corp$4.7M0.0%-4%70
174LMT$LMTLOCKHEED MARTIN CORP$4.6M0.0%+27%65
175VANGUARD WORLD FD$4.4M0.0%+10%
176INVESCO EXCHANGE TRADED FD T$4.4M0.0%+0%
177AXP$AXPAMERICAN EXPRESS CO$4.4M0.0%+1%73.2
178DIMENSIONAL ETF TRUST$4.3M0.0%-7%
179UBSI$UBSIUNITED BANKSHARES INC/WV$4.3M0.0%+1046%
180BA$BABOEING CO$4.3M0.0%-5%51.8
181GEV$GEVGE Vernova Inc.$4.2M0.0%-29%70.1
182ISHARES TR$4.1M0.0%+0%
183T$TAT&T INC.$4.1M0.0%-23%71.9
184ABT$ABTABBOTT LABORATORIES$4.0M0.0%-18%67
185SCHW$SCHWSCHWAB CHARLES CORP$4.0M0.0%-20%77.2
186SELECT SECTOR SPDR TR$3.9M0.0%-14%
187MU$MUMICRON TECHNOLOGY INC$3.9M0.0%-25%88.4
188BAC$BACBANK OF AMERICA CORP /DE/$3.9M0.0%-41%68.4
189J P MORGAN EXCHANGE TRADED F$3.8M0.0%+155%
190ISHARES TR$3.7M0.0%+28%
191STATE STR SPDR DOW JONES IND$3.7M0.0%+6%
192MS$MSMORGAN STANLEY$3.7M0.0%-12%
193CPK$CPKCHESAPEAKE UTILITIES CORP$3.7M0.0%-0%59.2
194VANECK ETF TRUST$3.7M0.0%+3%
195SCHWAB STRATEGIC TR$3.7M0.0%-7%
196WT$WTWisdomTree, Inc.$3.7M0.0%-0%62.9
197ETN$ETNEaton Corp plc$3.7M0.0%-7%
198GS$GSGOLDMAN SACHS GROUP INC$3.7M0.0%-51%
199CEG$CEGConstellation Energy Corp$3.6M0.0%-24%62.5
200AMAT$AMATAPPLIED MATERIALS INC /DE$3.6M0.0%-19%74.8
201PFE$PFEPFIZER INC$3.5M0.0%-9%69
202DIS$DISWalt Disney Co$3.5M0.0%+22%68.9
203DIMENSIONAL ETF TRUST$3.5M0.0%+29%
204ISHARES TR$3.5M0.0%+11%
205FIRST TR EXCHANGE-TRADED FD$3.5M0.0%-1%
206ORCL$ORCLORACLE CORP$3.5M0.0%-46%67.2
207UNH$UNHUNITEDHEALTH GROUP INC$3.4M0.0%-28%66.8
208HON$HONHONEYWELL INTERNATIONAL INC$3.4M0.0%-18%65.7
209VANGUARD ADMIRAL FDS INC$3.3M0.0%-1%
210VANGUARD WORLD FD$3.3M0.0%-0%
211ISHARES TR$3.2M0.0%-5%
212AMGN$AMGNAMGEN INC$3.2M0.0%-21%79.5
213BX$BXBlackstone Inc.$3.2M0.0%-3%68
214SPDR SERIES TRUST$3.2M0.0%-20%
215VANGUARD WORLD FD$3.2M0.0%-5%
216HQY$HQYHEALTHEQUITY, INC.$3.2M0.0%-1%72.3
217WFC$WFCWELLS FARGO & COMPANY/MN$3.1M0.0%-26%
218AMD$AMDADVANCED MICRO DEVICES INC$3.1M0.0%-28%78.8
219SCHWAB STRATEGIC TR$3.1M0.0%+0%
220SELECT SECTOR SPDR TR$3.1M0.0%+6%
221ISHARES TR$3.1M0.0%-2%
222UNP$UNPUNION PACIFIC CORP$3.1M0.0%-18%74
223ISHARES TR$3.0M0.0%+2%
224SELECT SECTOR SPDR TR$3.0M0.0%-1%
225DIMENSIONAL ETF TRUST$3.0M0.0%-3%
226PROFESIONALLY MANAGED PORTFO$3.0M0.0%-3%
227LRCX$LRCXLAM RESEARCH CORP$3.0M0.0%-27%82.4
228AJG$AJGArthur J. Gallagher & Co.$3.0M0.0%-4%72.1
229NOC$NOCNORTHROP GRUMMAN CORP /DE/$3.0M0.0%-19%60.5
230SPDR SERIES TRUST$3.0M0.0%-7%
231ISHARES TR$2.9M0.0%-2%
232IVZ$IVZInvesco Ltd.$2.9M0.0%+5%
233ISHARES TR$2.9M0.0%+4%
234ALPS$ALPSAlps Group Inc$2.8M0.0%+0%
235DIMENSIONAL ETF TRUST$2.8M0.0%-20%
236SYK$SYKSTRYKER CORP$2.8M0.0%-15%69.8
237CSX$CSXCSX CORP$2.8M0.0%+67%66.4
238SPDR INDEX SHS FDS$2.7M0.0%+0%
239J P MORGAN EXCHANGE TRADED F$2.7M0.0%-8%
240PANW$PANWPalo Alto Networks Inc$2.7M0.0%-14%66.5
241IAU$IAUISHARES GOLD TRUST$2.7M0.0%-7%
242CART$CARTMaplebear Inc.$2.7M0.0%+1%76.4
243ISHARES TR$2.7M0.0%+12%
244SPDR SERIES TRUST$2.7M0.0%+0%
245SCHWAB STRATEGIC TR$2.6M0.0%-5%
246ISHARES TR$2.6M0.0%+2%
247ISHARES TR$2.6M0.0%-7%
248SELECT SECTOR SPDR TR$2.6M0.0%-2%
249MEC$MECMayville Engineering Company, Inc.$2.5M0.0%+48%34
250ISHARES TR$2.5M0.0%+136%
251DUK$DUKDuke Energy CORP$2.5M0.0%-29%64
252DIMENSIONAL ETF TRUST$2.5M0.0%-2%
253ISHARES TR$2.5M0.0%-14%
254J P MORGAN EXCHANGE TRADED F$2.4M0.0%-4%
255FAST$FASTFASTENAL CO$2.4M0.0%-25%73.5
256NEE$NEENEXTERA ENERGY INC$2.4M0.0%-28%71.7
257INTC$INTCINTEL CORP$2.4M0.0%-25%41.5
258VANGUARD SCOTTSDALE FDS$2.4M0.0%+40%
259APO$APOApollo Global Management, Inc.$2.4M0.0%-10%55.7
260ISHARES TR$2.4M0.0%+69%
261OKE$OKEONEOK INC /NEW/$2.4M0.0%-9%72
262GBTC$GBTCGrayscale Bitcoin Trust ETF$2.4M0.0%+6%
263COF$COFCAPITAL ONE FINANCIAL CORP$2.4M0.0%-29%71
264J P MORGAN EXCHANGE TRADED F$2.3M0.0%-4%
265VANECK ETF TRUST$2.3M0.0%+10%
266IVZ$IVZInvesco Ltd.$2.3M0.0%-13%
267TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$2.3M0.0%-36%
268ISHARES TR$2.3M0.0%+6%
269ISHARES TR$2.3M0.0%-0%
270BLK$BLKBlackRock, Inc.$2.3M0.0%-22%70.3
271VANGUARD SCOTTSDALE FDS$2.3M0.0%+8%
272FSTR$FSTRFOSTER L B CO$2.3M0.0%+17%35.2
273BMY$BMYBRISTOL MYERS SQUIBB CO$2.3M0.0%-8%70.1
274EA SERIES TRUST$2.3M0.0%+7%
275HRL$HRLHORMEL FOODS CORP /DE/$2.2M0.0%-1%58.4
276ROK$ROKROCKWELL AUTOMATION, INC$2.2M0.0%+63%68.2
277WT$WTWisdomTree, Inc.$2.2M0.0%+1%62.9
278AUB$AUBAtlantic Union Bankshares Corp$2.2M0.0%+933%
279IVZ$IVZInvesco Ltd.$2.2M0.0%+0%
280SCHWAB STRATEGIC TR$2.2M0.0%+1%
281QCOM$QCOMQUALCOMM INC/DE$2.1M0.0%+6%81.9
282ISHARES TR$2.1M0.0%-7%
283SHOP$SHOPSHOPIFY INC.$2.1M0.0%-13%
284LIN$LINLINDE PLC$2.1M0.0%-15%
285PIPR$PIPRPIPER SANDLER COMPANIES$2.1M0.0%NEW64.4
286GS$GSGOLDMAN SACHS GROUP INC$2.0M0.0%-15%
287GALT$GALTGALECTIN THERAPEUTICS INC$2.0M0.0%+20%
288TJX$TJXTJX COMPANIES INC /DE/$2.0M0.0%-50%70.7
289SHEL$SHELShell plc$2.0M0.0%-3%
290ATRO$ATROASTRONICS CORP$2.0M0.0%+0%57.1
291JANUS DETROIT STR TR$2.0M0.0%+0%
292AEP$AEPAMERICAN ELECTRIC POWER CO INC$2.0M0.0%-17%75.4
293TMO$TMOTHERMO FISHER SCIENTIFIC INC.$1.9M0.0%-36%63.7
294__PARK_1390777$__PARK_1390777Bank of New York Mellon Corp$1.9M0.0%-20%36.7
295PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$1.9M0.0%-26%70.9
296IDXX$IDXXIDEXX LABORATORIES INC /DE$1.9M0.0%-30%73.6
297ISHARES TR$1.9M0.0%-1%
298MMS$MMSMAXIMUS, INC.$1.9M0.0%-0%57.4
299VANGUARD SCOTTSDALE FDS$1.9M0.0%+6%
300MMM$MMM3M CO$1.9M0.0%-9%60.7
301ATO$ATOATMOS ENERGY CORP$1.8M0.0%-5%72
302DIMENSIONAL ETF TRUST$1.8M0.0%+8%
303ISHARES INC$1.8M0.0%+0%
304DIMENSIONAL ETF TRUST$1.8M0.0%-17%
305ISHARES TR$1.8M0.0%+13%
306SPDR SERIES TRUST$1.7M0.0%-12%
307SLV$SLViShares Silver Trust$1.7M0.0%+72%
308EPD$EPDENTERPRISE PRODUCTS PARTNERS L.P.$1.7M0.0%+19%66.4
309VANECK ETF TRUST$1.7M0.0%-52%
310VANGUARD WORLD FD$1.7M0.0%+471%
311CCZ$CCZCOMCAST CORP$1.7M0.0%-20%70.4
312ISHARES TR$1.7M0.0%+32%
313WM$WMWASTE MANAGEMENT INC$1.7M0.0%-12%70.7
314VSEC$VSECVSE CORP$1.6M0.0%+0%56.4
315VANECK ETF TRUST$1.6M0.0%+2%
316SPDR SERIES TRUST$1.6M0.0%-35%
317NSC$NSCNORFOLK SOUTHERN CORP$1.6M0.0%+0%70.8
318FLEXSHARES TR$1.6M0.0%+0%
319ISHARES TR$1.6M0.0%+107%
320CHH$CHHCHOICE HOTELS INTERNATIONAL INC /DE$1.6M0.0%-1%65.3
321WMB$WMBWILLIAMS COMPANIES, INC.$1.6M0.0%-20%72.8
322ISHARES TR$1.5M0.0%+2%
323TMUS$TMUST-Mobile US, Inc.$1.5M0.0%-28%72.7
324ADP$ADPAUTOMATIC DATA PROCESSING INC$1.5M0.0%-29%77.9
325ISHARES TR$1.5M0.0%-5%
326ECL$ECLECOLAB INC.$1.5M0.0%-10%64.3
327JPC$JPCNuveen Preferred & Income Opportunities Fund$1.5M0.0%+0%
328SHW$SHWSHERWIN WILLIAMS CO$1.5M0.0%-50%65.3
329MPC$MPCMarathon Petroleum Corp$1.5M0.0%-26%50.7
330STX$STXSeagate Technology Holdings plc$1.5M0.0%-18%
331ISHARES TR$1.5M0.0%+64%
332GLW$GLWCORNING INC /NY$1.5M0.0%-18%72.7
333C$CCITIGROUP INC$1.5M0.0%-42%54.8
334SCHWAB STRATEGIC TR$1.5M0.0%+2%
335ORLY$ORLYO REILLY AUTOMOTIVE INC$1.5M0.0%+11%72.7
336FDX$FDXFEDEX CORP$1.5M0.0%-32%60.3
337SCHWAB STRATEGIC TR$1.5M0.0%+6%
338DOV$DOVDOVER Corp$1.5M0.0%-25%63.1
339PWR$PWRQUANTA SERVICES, INC.$1.4M0.0%-17%62.6
340GBTG$GBTGGlobal Business Travel Group, Inc.$1.4M0.0%-0%56.2
341CB$CBChubb Ltd$1.4M0.0%-35%
342VLO$VLOVALERO ENERGY CORP/TX$1.4M0.0%-30%51.4
343ANET$ANETArista Networks, Inc.$1.4M0.0%-44%86
344MDLZ$MDLZMondelez International, Inc.$1.4M0.0%+8%53.9
345SELECT SECTOR SPDR TR$1.4M0.0%+20%
346TRV$TRVTRAVELERS COMPANIES, INC.$1.4M0.0%-7%71.5
347O$OREALTY INCOME CORP$1.4M0.0%-0%74.6
348USB$USBUS BANCORP DE$1.4M0.0%-38%71.4
349PSX$PSXPhillips 66$1.4M0.0%-29%47.6
350ADI$ADIANALOG DEVICES INC$1.4M0.0%-38%76.2
351VANGUARD ADMIRAL FDS INC$1.4M0.0%+44%
352PIMCO ETF TR$1.3M0.0%-58%
353GLOBAL X FDS$1.3M0.0%+14%
354ISHARES TR$1.3M0.0%+0%
355ISHARES TR$1.3M0.0%+4%
356ED$EDCONSOLIDATED EDISON INC$1.3M0.0%-18%71.6
357SIF$SIFSIFCO INDUSTRIES INC$1.3M0.0%+63%58.2
358JMSB$JMSBJohn Marshall Bancorp, Inc.$1.3M0.0%NEW
359PAYX$PAYXPAYCHEX INC$1.3M0.0%+2%75.1
360EXC$EXCEXELON CORP$1.3M0.0%-34%63.9
361ITW$ITWILLINOIS TOOL WORKS INC$1.3M0.0%-27%71.2
362WEC$WECWEC ENERGY GROUP, INC.$1.3M0.0%-5%67
363SNOW$SNOWSnowflake Inc.$1.3M0.0%-11%49.6
364SO$SOSOUTHERN CO$1.3M0.0%-47%65.1
365CRWD$CRWDCrowdStrike Holdings, Inc.$1.3M0.0%-10%55
366VANGUARD SCOTTSDALE FDS$1.3M0.0%+7%
367NLY$NLYANNALY CAPITAL MANAGEMENT INC$1.3M0.0%+10%
368MTD$MTDMETTLER TOLEDO INTERNATIONAL INC/$1.2M0.0%-38%68.8
369GD$GDGENERAL DYNAMICS CORP$1.2M0.0%+8%73
370EMR$EMREMERSON ELECTRIC CO$1.2M0.0%-34%65.9
371TXN$TXNTEXAS INSTRUMENTS INC$1.2M0.0%-37%70.4
372RL$RLRALPH LAUREN CORP$1.2M0.0%-31%76.6
373CVS$CVSCVS HEALTH Corp$1.2M0.0%-29%51.3
374TT$TTTrane Technologies plc$1.2M0.0%-30%
375PH$PHParker-Hannifin Corp$1.2M0.0%-24%73.8
376VANGUARD CHARLOTTE FDS$1.2M0.0%+1%
377ALL$ALLALLSTATE CORP$1.2M0.0%-22%76.6
378SPDR SERIES TRUST$1.2M0.0%+0%
379GDLC$GDLCGrayscale CoinDesk Crypto 5 ETF$1.2M0.0%+244%
380VANGUARD WORLD FD$1.2M0.0%-1%
381LISTED FDS TR$1.2M0.0%-44%
382DHR$DHRDANAHER CORP /DE/$1.1M0.0%-36%63.9
383CL$CLCOLGATE PALMOLIVE CO$1.1M0.0%-19%72.4
384AFL$AFLAFLAC INC$1.1M0.0%-29%60.3
385ASML$ASMLASML HOLDING NV$1.1M0.0%-35%
386ADX$ADXADAMS DIVERSIFIED EQUITY FUND, INC.$1.1M0.0%NEW
387UBER$UBERUber Technologies, Inc$1.1M0.0%-11%79.3
388SELECT SECTOR SPDR TR$1.1M0.0%-7%
389AGNC$AGNCAGNC Investment Corp.$1.1M0.0%+6%
390ADBE$ADBEADOBE INC.$1.1M0.0%-45%80.4
391NFG$NFGNATIONAL FUEL GAS CO$1.1M0.0%-3%80.4
392ISHARES TR$1.1M0.0%+7%
393HSIC$HSICHENRY SCHEIN INC$1.1M0.0%-6%52
394BE$BEBloom Energy Corp$1.1M0.0%+50%54.4
395D$DDOMINION ENERGY, INC$1.1M0.0%+52%74.9
396DE$DEDEERE & CO$1.1M0.0%-39%57.4
397BNY MELLON ETF TRUST$1.1M0.0%+0%
398SELECT SECTOR SPDR TR$1.1M0.0%+5%
399STT$STTSTATE STREET CORP$1.1M0.0%-12%61.5
400ISHARES TR$1.1M0.0%+12%
401GLOBAL X FDS$1.1M0.0%+1%
402TFC$TFCTRUIST FINANCIAL CORP$1.1M0.0%-29%
403VANGUARD WORLD FD$1.0M0.0%+13%
404VANGUARD WORLD FD$1.0M0.0%+4%
405CMI$CMICUMMINS INC$1.0M0.0%-2%58.9
406SCHWAB STRATEGIC TR$1.0M0.0%+19%
407MTB$MTBM&T BANK CORP$1.0M0.0%+17%64.1
408SCHWAB STRATEGIC TR$1.0M0.0%-47%
409HSY$HSYHERSHEY CO$1.0M0.0%-13%59.4
410ABRDN ETFS$1.0M0.0%+68%
411VANGUARD SCOTTSDALE FDS$982,7780.0%-1%
412NKE$NKENIKE, Inc.$972,7210.0%-21%53.4
413DIMENSIONAL ETF TRUST$958,4160.0%+2%
414J P MORGAN EXCHANGE TRADED F$955,6110.0%+7%
415DELL$DELLDell Technologies Inc.$950,6060.0%-22%76
416GLOBAL X FDS$950,4280.0%-30%
417VANECK ETF TRUST$935,8900.0%+30%
418DOW$DOWDOW INC.$925,2860.0%-9%38
419PTY$PTYPIMCO CORPORATE & INCOME OPPORTUNITY FUND$924,3580.0%+0%
420NVS$NVSNOVARTIS AG$921,8140.0%-4%
421PSA$PSAPublic Storage$919,0620.0%-12%73.9
422URI$URIUNITED RENTALS, INC.$918,7590.0%-25%70.7
423BDX$BDXBECTON DICKINSON & CO$916,4940.0%-8%50.7
424WELL$WELLWELLTOWER INC.$915,7930.0%-15%75.7
425ZBH$ZBHZIMMER BIOMET HOLDINGS, INC.$912,1760.0%-7%64.9
426DIMENSIONAL ETF TRUST$908,7350.0%-0%
427ZTS$ZTSZoetis Inc.$908,6490.0%+1%72.6
428ISHARES TR$892,1300.0%+0%
429IVZ$IVZInvesco Ltd.$889,8840.0%NEW
430IVZ$IVZInvesco Ltd.$888,7630.0%+0%
431DLR$DLRDIGITAL REALTY TRUST, INC.$882,7730.0%-17%70.2
432ISHARES TR$875,3390.0%+0%
433CX$CXCEMEX SAB DE CV$875,1380.0%-15%
434FCX$FCXFREEPORT-MCMORAN INC$874,3400.0%-13%73.1
435HYT$HYTBLACKROCK CORPORATE HIGH YIELD FUND, INC.$870,8720.0%NEW
436WPC$WPCW. P. Carey Inc.$866,5100.0%+6%62.1
437WBD$WBDWarner Bros. Discovery, Inc.$863,2060.0%-49%42.1
438MDT$MDTMedtronic plc$860,1750.0%-14%
439AGX$AGXARGAN INC$860,0030.0%NEW79.2
440EL$ELESTEE LAUDER COMPANIES INC$856,4320.0%-12%52.5
441CPRX$CPRXCATALYST PHARMACEUTICALS, INC.$850,7290.0%-8%78.7
442DIMENSIONAL ETF TRUST$847,0660.0%+0%
443LAMR$LAMRLAMAR ADVERTISING CO/NEW$845,4560.0%-10%67.8
444EW$EWEdwards Lifesciences Corp$843,3230.0%-31%67.6
445COP$COPCONOCOPHILLIPS$838,4360.0%-40%74.8
446BN$BNBROOKFIELD Corp /ON/$834,2970.0%+16%
447GAB$GABGABELLI EQUITY TRUST INC$823,7180.0%NEW
448DIMENSIONAL ETF TRUST$821,4250.0%-14%
449ISHARES TR$820,2860.0%-32%
450ISHARES TR$819,3210.0%-13%
451ISHARES TR$819,3010.0%+1%
452ISHARES TR$817,9790.0%+0%
453J P MORGAN EXCHANGE TRADED F$791,1730.0%-1%
454BABA$BABAAlibaba Group Holding Ltd$786,2580.0%-18%
455YUM$YUMYUM BRANDS INC$780,1190.0%-12%71.7
456KTOS$KTOSKRATOS DEFENSE & SECURITY SOLUTIONS, INC.$777,7260.0%+11%48
457VANGUARD ADMIRAL FDS INC$777,2060.0%-1%
458SELECT SECTOR SPDR TR$774,5480.0%+11%
459LH$LHLABCORP HOLDINGS INC.$771,6670.0%-11%54.8
460VANGUARD MALVERN FDS$767,9750.0%-100%
461ACGL$ACGLARCH CAPITAL GROUP LTD.$765,1370.0%-19%
462MCK$MCKMCKESSON CORP$764,0060.0%-52%63.7
463IVZ$IVZInvesco Ltd.$762,3390.0%+0%
464AZN$AZNASTRAZENECA PLC$762,1570.0%-64%
465NOW$NOWServiceNow, Inc.$761,6030.0%-55%76
466ISHARES TR$757,4510.0%+61%
467INTU$INTUINTUIT INC.$754,9360.0%-61%82
468AMP$AMPAMERIPRISE FINANCIAL INC$754,3900.0%-36%70.2
469STRL$STRLSTERLING INFRASTRUCTURE, INC.$751,8210.0%NEW73.3
470ETHA$ETHAiShares Ethereum Trust ETF$743,9620.0%-0%
471GLOBAL X FDS$737,9220.0%+0%
472ELAN$ELANElanco Animal Health Inc$737,6190.0%NEW52.2
473CTAS$CTASCINTAS CORP$737,4510.0%-28%76.3
474VANGUARD INTL EQUITY INDEX F$737,3830.0%+30%
475ISHARES TR$729,0560.0%+102%
476PROSHARES TR$724,9990.0%-16%
477DIMENSIONAL ETF TRUST$724,6640.0%+0%
478ETR$ETRENTERGY CORP /DE/$723,8240.0%-32%65.1
479TDG$TDGTransDigm Group INC$722,0330.0%+119%75.4
480TEL$TELTE Connectivity plc$721,5380.0%+45%
481TPL$TPLTexas Pacific Land Corp$720,9710.0%-23%79.1
482AUID$AUIDauthID Inc.$719,6860.0%+2%
483ISHARES TR$719,1560.0%+0%
484ISHARES INC$713,0600.0%+1%
485SPDR INDEX SHS FDS$713,0550.0%+0%
486ABNB$ABNBAirbnb, Inc.$705,5270.0%+20%70.1
487BBH TR$703,1770.0%+0%
488MET$METMETLIFE INC$701,7360.0%-25%73.9
489ISHARES INC$695,0180.0%-5%
490GIS$GISGENERAL MILLS INC$690,2640.0%+11%64.1
491DIMENSIONAL ETF TRUST$685,1610.0%-49%
492VANGUARD ADMIRAL FDS INC$683,2100.0%-13%
493UPS$UPSUNITED PARCEL SERVICE INC$677,8820.0%-9%58.2
494DDS$DDSDILLARD'S, INC.$676,8070.0%-1%67.7
495ISHARES TR$664,3460.0%+29%
496WTRG$WTRGEssential Utilities, Inc.$663,9120.0%-15%70.9
497LNT$LNTALLIANT ENERGY CORP$659,9650.0%-6%56.7
498KMB$KMBKIMBERLY CLARK CORP$658,0430.0%-19%61.7
499RBB FD INC$656,6650.0%+0%
500IVZ$IVZInvesco Ltd.$655,7450.0%-3%
501APH$APHAMPHENOL CORP /DE/$655,3780.0%-57%80.5
502ISHARES TR$652,9850.0%+0%
503ISHARES TR$651,4470.0%+592%
504ISHARES TR$650,8080.0%-41%
505AZO$AZOAUTOZONE INC$648,5340.0%-22%66.5
506SELECT SECTOR SPDR TR$648,1080.0%+118%
507VANGUARD WORLD FD$648,0690.0%+225%
508ISHARES TR$645,8680.0%-31%
509UGI$UGIUGI CORP /PA/$645,2980.0%-11%70.3
510ASTS$ASTSAST SpaceMobile, Inc.$645,0610.0%+28%29.6
511ISHARES TR$641,2520.0%+5%
512BLACKROCK ETF TRUST II$630,4830.0%+1%
513FISV$FISVFISERV INC$629,8150.0%+9%67.4
514RPM$RPMRPM INTERNATIONAL INC/DE/$629,5010.0%-20%57.3
515MELI$MELIMERCADOLIBRE INC$627,6350.0%-0%77.5
516FIRST TR EXCHANGE-TRADED FD$627,2800.0%+7%
517CFG$CFGCITIZENS FINANCIAL GROUP INC/RI$621,3450.0%-31%68.8
518BMRC$BMRCBank of Marin Bancorp$621,0350.0%-2%
519PINS$PINSPINTEREST, INC.$619,8010.0%+238%62
520UL$ULUNILEVER PLC$611,9720.0%-11%
521F$FFORD MOTOR CO$608,8910.0%-34%58.5
522DCI$DCIDONALDSON Co INC$608,4340.0%-2%64.7
523SBCF$SBCFSEACOAST BANKING CORP OF FLORIDA$607,7270.0%NEW
524ISHARES TR$605,7980.0%-1%
525GLOBAL X FDS$601,2890.0%+0%
526ISHARES TR$600,5040.0%-69%
527APD$APDAir Products & Chemicals, Inc.$596,0000.0%-21%41.2
528CBNA$CBNACHAIN BRIDGE BANCORP INC$593,3000.0%NEW
529PHYS$PHYSSprott Physical Gold Trust$592,7700.0%NEW
530J P MORGAN EXCHANGE TRADED F$588,6220.0%+92%
531DIREXION SHARES ETF TRUST$587,9510.0%+127%
532FICO$FICOFAIR ISAAC CORP$585,0120.0%-39%75.6
533ISRG$ISRGINTUITIVE SURGICAL INC$583,6140.0%-57%81.4
534LHX$LHXL3HARRIS TECHNOLOGIES, INC. /DE/$582,9590.0%-39%66.5
535EGBN$EGBNEAGLE BANCORP INC$582,0590.0%NEW
536SPDR SERIES TRUST$579,0800.0%-5%
537LNKB$LNKBLINKBANCORP, Inc.$575,7860.0%+0%48.3
538GLOBAL X FDS$570,9780.0%-1%
539RCL$RCLROYAL CARIBBEAN CRUISES LTD$570,1830.0%-40%
540AES$AESAES CORP$570,1420.0%-14%50.9
541GLOBAL X FDS$561,2860.0%-29%
542ISHARES TR$560,0770.0%+80%
543DEO$DEODIAGEO PLC$558,3310.0%-14%
544ISHARES TR$555,3640.0%+51%
545TGT$TGTTARGET CORP$554,9220.0%-49%53.1
546KR$KRKROGER CO$552,7420.0%-51%51.1
547BKNG$BKNGBooking Holdings Inc.$547,7900.0%-68%55.3
548DBX ETF TR$546,5620.0%+0%
549IVZ$IVZInvesco Ltd.$545,9300.0%+59%
550ISHARES TR$545,3880.0%+0%
551KLAC$KLACKLA CORP$543,3200.0%-74%84.4
552EZBC$EZBCFranklin Templeton Digital Holdings Trust$539,3720.0%-6%
553DX$DXDYNEX CAPITAL INC$535,4360.0%+78%
554AMT$AMTAMERICAN TOWER CORP /MA/$533,4960.0%-29%69.8
555SPDR SERIES TRUST$532,1160.0%-20%
556SPDR SERIES TRUST$532,1090.0%-10%
557ISHARES TR$531,2280.0%+13%
558TROW$TROWPRICE T ROWE GROUP INC$530,1440.0%-43%75.8
559BDJ$BDJBlackRock Enhanced Equity Dividend Trust$522,5880.0%-5%
560ISHARES TR$516,5230.0%+0%
561FN$FNFabrinet$514,7410.0%+26%72.4
562BTC$BTCGrayscale Bitcoin Mini Trust ETF$514,0590.0%+26%
563DKS$DKSDICK'S SPORTING GOODS, INC.$512,9680.0%+10%67.9
564BLACKROCK ETF TRUST$508,6290.0%+0%
565ET$ETEnergy Transfer LP$507,4210.0%-30%64.5
566CII$CIIBlackRock Enhanced Large Cap Core Fund, Inc.$506,8980.0%+6%
567ISHARES TR$501,0700.0%-0%
568J P MORGAN EXCHANGE TRADED F$500,4250.0%+0%
569OGS$OGSONE Gas, Inc.$499,7270.0%-5%
570OSK$OSKOSHKOSH CORP$499,3370.0%-26%53
571IVZ$IVZInvesco Ltd.$498,5850.0%+0%
572DIMENSIONAL ETF TRUST$494,0340.0%-1%
573ISHARES TR$490,8510.0%-1%
574CCJ$CCJCAMECO CORP$489,6140.0%+15%
575BXSL$BXSLBlackstone Secured Lending Fund$486,6400.0%+6%
576ISHARES TR$486,0980.0%+1%
577IP$IPINTERNATIONAL PAPER CO /NEW/$485,6280.0%-20%52.1
578WAB$WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$485,3260.0%+35%70.8
579DIMENSIONAL ETF TRUST$484,6640.0%+0%
580MKC$MKCMCCORMICK & CO INC$482,4810.0%+207%73.7
581SPDR SERIES TRUST$481,6210.0%-12%
582SLG$SLGSL GREEN REALTY CORP$481,3290.0%-50%41.5
583FIDELITY COVINGTON TRUST$476,0000.0%-6%
584IVZ$IVZInvesco Ltd.$473,9860.0%-0%
585BP$BPBP PLC$473,9480.0%-20%
586GSK$GSKGSK plc$473,6960.0%+17%
587ICE$ICEIntercontinental Exchange, Inc.$472,7930.0%-32%73.8
588CLS$CLSCELESTICA INC$468,9980.0%-36%69
589CAH$CAHCARDINAL HEALTH INC$468,8970.0%-40%58.6
590MRSH$MRSHMARSH & MCLENNAN COMPANIES, INC.$468,3150.0%-60%71.5
591SPDR INDEX SHS FDS$468,0870.0%+38%
592IVZ$IVZInvesco Ltd.$466,3390.0%+131%
593ADC$ADCAGREE REALTY CORP$465,9340.0%-6%57.4
594HEI$HEIHEICO CORP$464,9040.0%+155%79.2
595PYPL$PYPLPayPal Holdings, Inc.$462,0880.0%-34%70.5
596EIG$EIGEmployers Holdings, Inc.$461,4680.0%-1%39
597HHH$HHHHoward Hughes Holdings Inc.$460,3440.0%NEW38.4
598NVO$NVONOVO NORDISK A S$459,5560.0%-19%
599KMI$KMIKINDER MORGAN, INC.$457,4940.0%-34%74.6
600ISHARES TR$456,8480.0%+0%
601DTB$DTBDTE ENERGY CO$454,0140.0%-38%
602EFSI$EFSIEAGLE FINANCIAL SERVICES INC$450,2880.0%+32%
603HST$HSTHOST HOTELS & RESORTS, INC.$450,1260.0%NEW72.6
604RRX$RRXREGAL REXNORD CORP$446,9700.0%-10%53.8
605JCI$JCIJohnson Controls International plc$446,8020.0%-45%
606ENB$ENBENBRIDGE INC$446,7640.0%-18%
607ISHARES TR$445,4670.0%+0%
608FVCB$FVCBFVCBankcorp, Inc.$445,1000.0%NEW60.1
609ISHARES TR$443,8470.0%-2%
610ISHARES TR$442,3850.0%-0%
611ISHARES TR$441,4070.0%-18%
612ISHARES TR$440,1470.0%-53%
613IRM$IRMIRON MOUNTAIN INC$437,5760.0%NEW50.7
614SRE$SRESEMPRA$436,8250.0%-30%47.6
615WT$WTWisdomTree, Inc.$433,8380.0%-1%62.9
616ISHARES TR$433,2460.0%+0%
617CHD$CHDCHURCH & DWIGHT CO INC /DE/$432,4200.0%-46%65.3
618FNB$FNBFNB CORP/PA/$431,0920.0%+26%
619NCIQ$NCIQHashdex Nasdaq CME Crypto Index ETF$428,3380.0%NEW
620GEHC$GEHCGE HealthCare Technologies Inc.$427,1300.0%-39%58.2
621MKL$MKLMARKEL GROUP INC.$426,8380.0%-11%68.2
622BPRE$BPREBluerock Private Real Estate Fund$426,3960.0%-6%
623VANGUARD SCOTTSDALE FDS$424,8400.0%+21%
624LPX$LPXLOUISIANA-PACIFIC CORP$422,2150.0%-10%50.7
625VANGUARD NY TAX FREE FDS$421,9920.0%+97%
626CDRO$CDROCodere Online Luxembourg, S.A.$420,5000.0%NEW
627FNV$FNVFRANCO NEVADA Corp$419,0010.0%NEW
628ISHARES INC$418,9050.0%+23%
629SONY$SONYSony Group Corp$418,3900.0%+51%
630TIDAL TRUST I$417,5110.0%-4%
631J P MORGAN EXCHANGE TRADED F$417,0630.0%+0%
632CI$CICigna Group$416,0620.0%-62%66.8
633OXY$OXYOCCIDENTAL PETROLEUM CORP /DE/$412,8480.0%-40%66.3
634NXPI$NXPINXP Semiconductors N.V.$412,0280.0%-17%
635PL$PLPlanet Labs PBC$410,5720.0%NEW42.2
636IDA$IDAIDACORP INC$410,4670.0%+9%62.6
637GWW$GWWW.W. GRAINGER, INC.$409,0540.0%-42%69.5
638AME$AMEAMETEK INC/$408,9040.0%-39%74.2
639XYZ$XYZBlock, Inc.$408,0210.0%+25%60.3
640BWXT$BWXTBWX Technologies, Inc.$407,7540.0%+41%68
641APLD$APLDApplied Digital Corp.$404,2210.0%+66%35.4
642LNG$LNGCheniere Energy, Inc.$402,6560.0%-24%48.4
643WY$WYWEYERHAEUSER CO$402,3700.0%-2%52.9
644RDDT$RDDTReddit, Inc.$402,0650.0%+26%79.3
645MTRN$MTRNMATERION Corp$399,9580.0%-14%53.4
646VRTX$VRTXVERTEX PHARMACEUTICALS INC / MA$399,6540.0%-51%76.6
647ROST$ROSTROSS STORES, INC.$398,4320.0%-33%71.5
648CACI$CACICACI INTERNATIONAL INC /DE/$392,1310.0%-49%66.7
649ISHARES INC$390,0150.0%+149%
650NET$NETCloudflare, Inc.$388,3320.0%+11%52.6
651SII$SIISPROTT INC.$387,8680.0%-20%
652EVR$EVREvercore Inc.$387,7650.0%-11%76.1
653VANGUARD WORLD FD$387,7100.0%+0%
654UI$UIUbiquiti Inc.$387,2430.0%-3%83.1
655TOL$TOLToll Brothers, Inc.$385,5350.0%-22%68.3
656MSCI$MSCIMSCI Inc.$385,1140.0%-35%77.6
657ADVISORSHARES TR$384,2790.0%+56%
658RJF$RJFRAYMOND JAMES FINANCIAL INC$382,3470.0%-63%63.8
659AEE$AEEAMEREN CORP$380,4340.0%-14%63.5
660FIRST TR EXCHANGE-TRADED FD$378,8950.0%-36%
661RIO$RIORIO TINTO PLC$376,4110.0%NEW
662AXON$AXONAXON ENTERPRISE, INC.$375,8510.0%+11%55.6
663TYL$TYLTYLER TECHNOLOGIES INC$372,8520.0%NEW69.3
664GILD$GILDGILEAD SCIENCES, INC.$372,6360.0%-70%77.8
665ISHARES TR$372,5560.0%-11%
666PFH$PFHPRUDENTIAL FINANCIAL INC$368,6870.0%-28%58.6
667VANGUARD INTL EQUITY INDEX F$367,8650.0%-10%
668GM$GMGeneral Motors Co$367,8190.0%-58%58.7
669DGX$DGXQUEST DIAGNOSTICS INC$366,8750.0%-52%69.1
670SLRC$SLRCSLR Investment Corp.$366,1080.0%+2%
671MWA$MWAMueller Water Products, Inc.$365,8100.0%+12%64.7
672WRB$WRBBERKLEY W R CORP$365,1370.0%-17%71.8
673ACNB$ACNBACNB CORP$364,6260.0%NEW54.2
674PEG$PEGPUBLIC SERVICE ENTERPRISE GROUP INC$362,3740.0%-37%74.6
675VANGUARD WORLD FD$362,0890.0%+80%
676BSX$BSXBOSTON SCIENTIFIC CORP$361,7750.0%-58%79.9
677HPQ$HPQHP INC$360,5570.0%-35%58.9
678J P MORGAN EXCHANGE TRADED F$357,3290.0%-2%
679OMC$OMCOMNICOM GROUP INC.$356,7000.0%-32%60.5
680CTVA$CTVACorteva, Inc.$354,7490.0%-53%48.4
681LYB$LYBLyondellBasell Industries N.V.$351,2420.0%-45%
682ISHARES TR$351,0840.0%+0%
683ISHARES TR$346,7540.0%+0%
684GS$GSGOLDMAN SACHS GROUP INC$346,6800.0%+0%
685COIN$COINCoinbase Global, Inc.$345,7970.0%-30%68
686ARCC$ARCCARES CAPITAL CORP$345,0490.0%NEW
687MSI$MSIMotorola Solutions, Inc.$339,6170.0%-52%73.8
688TD$TDTORONTO DOMINION BANK$339,3690.0%-33%
689GH$GHGuardant Health, Inc.$337,6130.0%-6%36.1
690FIRST TR EXCHANGE-TRADED FD$336,1440.0%+1%
691KKR$KKRKKR & Co. Inc.$335,8210.0%-51%49.8
692ICUI$ICUIICU MEDICAL INC/DE$334,6280.0%-9%40.5
693AMX$AMXAMERICA MOVIL SAB DE CV/$332,8660.0%-11%
694SERIES PORTFOLIOS TR$331,4500.0%+0%
695AVY$AVYAvery Dennison Corp$329,4740.0%-21%62.9
696BLACKROCK ETF TRUST$329,3040.0%+0%
697WT$WTWisdomTree, Inc.$329,0760.0%+0%62.9
698VMC$VMCVulcan Materials CO$327,0210.0%-32%66.6
699APPN$APPNAPPIAN CORP$325,4850.0%NEW56.5
700SPDR SERIES TRUST$322,3600.0%+4%
701INVESCO EXCHANGE TRADED FD T$322,0870.0%+0%
702IVZ$IVZInvesco Ltd.$318,7140.0%+0%
703SIVR$SIVRabrdn Silver ETF Trust$316,4450.0%+10%
704SLB$SLBSLB LIMITED/NV$315,4350.0%-32%63.2
705IVZ$IVZInvesco Ltd.$315,1120.0%+0%
706BLACKROCK ETF TRUST$314,9870.0%-60%
707IVZ$IVZInvesco Ltd.$314,6660.0%-45%
708PAG$PAGPENSKE AUTOMOTIVE GROUP, INC.$313,8430.0%-12%58.4
709RELY$RELYRemitly Global, Inc.$313,4000.0%-1%66
710WST$WSTWEST PHARMACEUTICAL SERVICES INC$312,7990.0%NEW66.8
711HOOD$HOODRobinhood Markets, Inc.$312,5280.0%-23%75.8
712FFBC$FFBCFIRST FINANCIAL BANCORP /OH/$310,3330.0%NEW
713CARR$CARRCARRIER GLOBAL Corp$310,0210.0%-43%61.5
714WDC$WDCWESTERN DIGITAL CORP$309,6650.0%-61%76.8
715NEM$NEMNEWMONT Corp /DE/$309,3150.0%-65%88.3
716MGEE$MGEEMGE ENERGY INC$309,3150.0%-6%
717CASY$CASYCASEYS GENERAL STORES INC$304,2460.0%-46%59.9
718FRT$FRTFEDERAL REALTY INVESTMENT TRUST$303,0000.0%+12%69.5
719SPDR SERIES TRUST$301,7760.0%+14%
720CDNS$CDNSCADENCE DESIGN SYSTEMS INC$301,7670.0%-53%74.4
721SPDR SERIES TRUST$301,3350.0%+0%
722ISHARES INC$299,8150.0%+0%
723SPDR SERIES TRUST$299,7820.0%-21%
724VANGUARD SCOTTSDALE FDS$299,7170.0%+0%
725GDV$GDVGABELLI DIVIDEND & INCOME TRUST$299,2470.0%+0%
726ISHARES INC$299,0030.0%+28%
727OPCH$OPCHOption Care Health, Inc.$298,1660.0%-1%57.8
728ES$ESEVERSOURCE ENERGY$298,1120.0%-36%67
729ADSK$ADSKAutodesk, Inc.$297,8140.0%-61%76.4
730BHRB$BHRBBurke & Herbert Financial Services Corp.$296,3160.0%+5%
731ISHARES TR$295,8120.0%-32%
732GLXY$GLXYGalaxy Digital Inc.$295,5690.0%NEW40.8
733PROSHARES TR$294,0240.0%+0%
734SOLS$SOLSSolstice Advanced Materials Inc.$293,9820.0%-16%
735BXMT$BXMTBLACKSTONE MORTGAGE TRUST, INC.$293,6660.0%NEW
736COO$COOCOOPER COMPANIES, INC.$293,6510.0%NEW55.8
737ISHARES TR$293,3700.0%+1%
738PROSHARES TR$292,7220.0%-98%
739GLTR$GLTRabrdn Precious Metals Basket ETF Trust$291,3360.0%+3%
740TRGP$TRGPTarga Resources Corp.$289,5280.0%-13%70
741ECOR$ECORelectroCore, Inc.$286,4130.0%+0%27.4
742ROP$ROPROPER TECHNOLOGIES INC$285,2120.0%-40%72.2
743NUV$NUVNUVEEN MUNICIPAL VALUE FUND INC$283,4550.0%+0%
744ANGEL OAK FUNDS TRUST$282,7850.0%+0%
745SPGI$SPGIS&P Global Inc.$281,6690.0%-65%79.4
746CHCI$CHCIComstock Holding Companies, Inc.$281,3920.0%NEW42
747TTE$TTETotalEnergies SE$280,9470.0%-40%
748PROSHARES TR$279,7120.0%-94%
749SPDR SERIES TRUST$278,8860.0%+19%
750FANG$FANGDiamondback Energy, Inc.$278,0930.0%-54%81.4
751J P MORGAN EXCHANGE TRADED F$275,9550.0%+0%
752COKE$COKECoca-Cola Consolidated, Inc.$275,9140.0%NEW65.1
753ISHARES TR$275,5290.0%+159%
754LECO$LECOLINCOLN ELECTRIC HOLDINGS INC$273,4900.0%-38%67.5
755JLL$JLLJONES LANG LASALLE INC$273,2800.0%-17%59.8
756SYY$SYYSYSCO CORP$271,5150.0%-32%58.4
757FWONA$FWONALiberty Media Corp$269,1740.0%-35%51
758ISHARES TR$267,1480.0%+8%
759SPDR SERIES TRUST$266,3580.0%+111%
760TYG$TYGTORTOISE ENERGY INFRASTRUCTURE CORP$265,8010.0%NEW
761ETHE$ETHEGrayscale Ethereum Staking ETF$264,2610.0%-4%
762WAT$WATWATERS CORP /DE/$264,1490.0%-30%69.9
763DLTR$DLTRDOLLAR TREE, INC.$263,8100.0%-40%53.2
764CALM$CALMCAL-MAINE FOODS INC$263,7280.0%-26%85.7
765HRI$HRIHERC HOLDINGS INC$263,2620.0%-3%56.7
766EHC$EHCEncompass Health Corp$262,8160.0%NEW68.9
767MREO$MREOMereo BioPharma Group plc$262,6920.0%NEW
768ISHARES TR$262,3530.0%+0%
769HUBS$HUBSHUBSPOT INC$261,9200.0%+31%58.1
770ISHARES TR$261,5550.0%+7%
771ROL$ROLROLLINS INC$260,0540.0%NEW73.2
772ISHARES TR$259,6580.0%+448%
773ADM$ADMArcher-Daniels-Midland Co$259,4310.0%-54%49.4
774CMC$CMCCOMMERCIAL METALS Co$258,3480.0%-32%66
775TTWO$TTWOTAKE TWO INTERACTIVE SOFTWARE INC$257,9350.0%-29%47.2
776STE$STESTERIS plc$257,6170.0%-24%
777RNXT$RNXTRenovoRx, Inc.$255,0510.0%+0%
778FIDELITY MERRIMACK STR TR$254,9990.0%-15%
779GS$GSGOLDMAN SACHS GROUP INC$254,1680.0%NEW
780ISHARES TR$253,7750.0%+44%
781UBS$UBSUBS Group AG$253,0180.0%-58%
782SU$SUSUNCOR ENERGY INC$252,2760.0%-66%
783BBVA$BBVABANCO BILBAO VIZCAYA ARGENTARIA, S.A.$251,0180.0%-54%
784STEW$STEWSRH Total Return Fund, Inc.$250,9940.0%+0%
785AKBA$AKBAAkebia Therapeutics, Inc.$250,2030.0%+0%46.4
786USFD$USFDUS Foods Holding Corp.$249,7050.0%-54%60.6
787KRANESHARES TRUST$249,3800.0%NEW
788VANGUARD BD INDEX FDS$249,3690.0%-23%
789SAN$SANBanco Santander, S.A.$248,1430.0%-52%
790BTI$BTIBritish American Tobacco p.l.c.$248,0740.0%-6%
791NMRK$NMRKNEWMARK GROUP, INC.$247,3210.0%NEW52.4
792SNDK$SNDKSandisk Corp$247,1480.0%-58%88.8
793DINO$DINOHF Sinclair Corp$246,0670.0%NEW54
794CDW$CDWCDW Corp$244,2190.0%-42%61.6
795VANGUARD SCOTTSDALE FDS$244,0080.0%-16%
796CEV$CEVEaton Vance California Municipal Income Trust$243,5330.0%+0%
797NTRS$NTRSNORTHERN TRUST CORP$242,8800.0%-41%71.8
798ARK ETF TR$241,7640.0%+0%
799KEYS$KEYSKeysight Technologies, Inc.$239,7330.0%-50%72.3
800PLD$PLDPrologis, Inc.$239,5890.0%-68%67.5
801FIRST TR EXCHANGE-TRADED FD$238,5180.0%+0%
802ISHARES TR$237,9140.0%+105%
803VOD$VODVODAFONE GROUP PUBLIC LTD CO$236,3100.0%-25%
804FTNT$FTNTFortinet, Inc.$235,9220.0%-79%78.1
805UNM$UNMUnum Group$233,8430.0%-38%49.5
806JBL$JBLJABIL INC$232,6920.0%-59%51.9
807HIG$HIGHARTFORD INSURANCE GROUP, INC.$231,5490.0%-62%69.5
808THEMES ETF TR$231,2700.0%NEW
809LUV$LUVSOUTHWEST AIRLINES CO$229,6990.0%-41%51.1
810ESS$ESSESSEX PROPERTY TRUST, INC.$229,6120.0%-28%59.3
811PACER FDS TR$229,3490.0%-63%
812MTA$MTAMetalla Royalty & Streaming Ltd.$228,5700.0%+0%
813SPG$SPGSIMON PROPERTY GROUP INC.$228,3280.0%-45%76.9
814VANGUARD WORLD FD$227,9420.0%+1%
815WT$WTWisdomTree, Inc.$227,7880.0%NEW62.9
816BIP$BIPBrookfield Infrastructure Partners L.P.$227,1950.0%NEW
817FRANKLIN TEMPLETON ETF TR$227,1450.0%NEW
818MNST$MNSTMonster Beverage Corp$226,2210.0%-62%77
819ARES$ARESAres Management Corp$226,0560.0%-29%70.8
820EME$EMEEMCOR Group, Inc.$225,1850.0%-40%71.7
821ISHARES TR$225,1610.0%+0%
822Q$QQnity Electronics, Inc.$224,6620.0%-40%
823ELV$ELVElevance Health, Inc.$224,6120.0%-73%59.4
824VRT$VRTVertiv Holdings Co$224,2710.0%-57%82.7
825AEM$AEMAGNICO EAGLE MINES LTD$223,6840.0%-54%
826LFMD$LFMDLifeMD, Inc.$222,6080.0%+0%40
827BIIB$BIIBBIOGEN INC.$221,6460.0%-41%65.6
828ARE$AREALEXANDRIA REAL ESTATE EQUITIES, INC.$221,5000.0%NEW45.1
829SCHWAB STRATEGIC TR$220,1620.0%-95%
830PROSHARES TR$220,0880.0%+0%
831ISHARES TR$218,8260.0%+0%
832IONQ$IONQIonQ, Inc.$218,6760.0%-4%32.8
833WT$WTWisdomTree, Inc.$218,4400.0%NEW62.9
834DAL$DALDELTA AIR LINES, INC.$217,8910.0%-57%64.4
835INVESCO EXCH TRADED FD TR II$217,5440.0%+0%
836AWK$AWKAmerican Water Works Company, Inc.$216,7310.0%-34%61.7
837DTM$DTMDT Midstream, Inc.$216,1460.0%-27%74.5
838NYT$NYTNEW YORK TIMES CO$215,3900.0%-25%71.3
839SELECT SECTOR SPDR TR$214,8710.0%-47%
840ISHARES TR$214,5720.0%+0%
841FIDELITY COVINGTON TRUST$213,3810.0%+137%
842JANUS DETROIT STR TR$212,9500.0%+6%
843ARK ETF TR$211,6830.0%+9%
844FIS$FISFidelity National Information Services, Inc.$211,4360.0%-33%69.6
845J P MORGAN EXCHANGE TRADED F$210,7340.0%-26%
846FUNC$FUNCFIRST UNITED CORP/MD/$210,3870.0%-19%35.6
847J P MORGAN EXCHANGE TRADED F$210,3520.0%-14%
848PFG$PFGPRINCIPAL FINANCIAL GROUP INC$209,8670.0%-48%50.6
849NTR$NTRNutrien Ltd.$209,8550.0%NEW
850FLEXSHARES TR$207,9120.0%+0%
851CPRT$CPRTCOPART INC$207,8320.0%-13%74.9
852EXFY$EXFYExpensify, Inc.$207,4980.0%+125%31.4
853ARK ETF TR$207,4170.0%+0%
854FIRST TR EXCHANGE TRADED FD$206,9890.0%+0%
855J P MORGAN EXCHANGE TRADED F$206,8910.0%+1%
856FROG$FROGJFrog Ltd$206,7270.0%NEW
857ISHARES TR$205,9460.0%+0%
858RS$RSRELIANCE, INC.$205,5640.0%-39%55.4
859JANUS DETROIT STR TR$205,3420.0%+0%
860ISHARES TR$204,7200.0%+0%
861ISHARES TR$204,6110.0%-6%
862MLM$MLMMARTIN MARIETTA MATERIALS INC$203,7010.0%-38%67.6
863EXPD$EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON INC$203,3870.0%-28%71.2
864RGLD$RGLDROYAL GOLD INC$202,5740.0%-42%79.4
865DHI$DHIHORTON D R INC /DE/$202,1260.0%-59%54.6
866PNW$PNWPINNACLE WEST CAPITAL CORP$202,1050.0%-36%55.5
867ISHARES TR$201,9840.0%-38%
868MFC$MFCMANULIFE FINANCIAL CORP$201,8880.0%-61%
869B$BBARRICK MINING CORP$201,7890.0%+7%
870CTO$CTOCTO Realty Growth, Inc.$201,0240.0%+0%46.6
871EXEL$EXELEXELIXIS, INC.$200,8540.0%-25%79.4
872NTAP$NTAPNetApp, Inc.$200,0580.0%-46%75
873NUVEEN AMT FREE QLTY MUN INC$199,9170.0%+21%
874PUTNAM ETF TRUST$195,0390.0%-9%
875MUFG$MUFGMITSUBISHI UFJ FINANCIAL GROUP INC$189,7420.0%NEW
876IVZ$IVZInvesco Ltd.$188,3970.0%-3%
877ANGEL OAK FUNDS TRUST$188,0070.0%+6%
878CDZI$CDZICADIZ INC$173,5200.0%+0%28.9
879SAMG$SAMGSilvercrest Asset Management Group Inc.$171,9790.0%NEW32.5
880SUMMIT ST BK SANTA ROSA CALI$166,7240.0%+0%
881SG$SGSweetgreen, Inc.$155,2540.0%+140%49.2
882CIFR$CIFRCipher Digital Inc.$154,4660.0%NEW30.1
883OLMA$OLMAOlema Pharmaceuticals, Inc.$151,6650.0%+0%
884VGM$VGMInvesco Trust for Investment Grade Municipals$148,0500.0%+50%
885VSTS$VSTSVestis Corp$144,4830.0%-5%37.7
886EVLV$EVLVEvolv Technologies Holdings, Inc.$136,4880.0%+9%34.7
887RMTI$RMTIROCKWELL MEDICAL, INC.$135,6220.0%NEW20.5
888AIRJ$AIRJAirJoule Technologies Corp.$125,5000.0%+0%
889CICB$CICBCION Investment Corp$114,1400.0%+0%
890PATH$PATHUiPath, Inc.$113,7090.0%NEW67.7
891DNP$DNPDNP SELECT INCOME FUND INC$110,9890.0%NEW
892EFT$EFTEaton Vance Floating-Rate Income Trust$109,3930.0%-34%
893MIN$MINABERDEEN INTERMEDIATE INCOME FUND$107,9930.0%+0%
894JOBY$JOBYJoby Aviation, Inc.$105,1540.0%-7%28.7
895MLCO$MLCOMelco Resorts & Entertainment LTD$96,5600.0%+13%
896KRMD$KRMDKORU Medical Systems, Inc.$92,5560.0%+5%35.2
897NAT$NATNORDIC AMERICAN TANKERS Ltd$89,0720.0%NEW
898NIO$NIONIO Inc.$86,0060.0%+10%
899OPEN$OPENOpendoor Technologies Inc.$76,6960.0%+28%37.1
900DMRC$DMRCDigimarc CORP$70,7040.0%NEW14.1
901SPWH$SPWHSPORTSMAN'S WAREHOUSE HOLDINGS, INC.$70,4140.0%NEW30.4
902WRAP$WRAPWRAP TECHNOLOGIES, INC.$69,0450.0%+0%
903FLL$FLLFULL HOUSE RESORTS INC$67,5000.0%+0%33.9
904KOPN$KOPNKOPIN CORP$64,6680.0%+0%29.9
905STXS$STXSStereotaxis, Inc.$57,9600.0%NEW16.6
906EMPIRE ST RLTY OP L P$53,3370.0%NEW
907MRCC$MRCCMONROE CAPITAL Corp$53,2940.0%NEW
908GAME$GAMEGameSquare Holdings, Inc.$49,0410.0%+0%23.6
909ANVS$ANVSAnnovis Bio, Inc.$44,6000.0%+0%
910VNRX$VNRXVOLITIONRX LTD$44,4400.0%NEW
911SSP$SSPE.W. SCRIPPS Co$41,1440.0%-1%37.3
912ELME$ELMEElme Communities$38,9230.0%NEW34.6
913RXRX$RXRXRECURSION PHARMACEUTICALS, INC.$38,4830.0%-2%13.6
914GANX$GANXGain Therapeutics, Inc.$32,7860.0%+0%
915DDD$DDD3D SYSTEMS CORP$30,0800.0%NEW44.5
916BYND$BYNDBEYOND MEAT, INC.$28,0770.0%+100%13.1
917REDFIN CORP$25,8680.0%-64%
918MGPI$MGPIMGP INGREDIENTS INC$25,0790.0%-63%28.7
919SRPT$SRPTSarepta Therapeutics, Inc.$24,8740.0%NEW41.6
920OGI$OGIORGANIGRAM GLOBAL INC.$24,8200.0%NEW
921BXMT$BXMTBLACKSTONE MORTGAGE TRUST, INC.$23,8390.0%-63%
922IVVD$IVVDInvivyd, Inc.$22,8740.0%NEW25.7
923PEB$PEBPebblebrook Hotel Trust$21,6990.0%-63%45.3
924CRDL$CRDLCardiol Therapeutics Inc.$20,4540.0%+0%
925CBUS$CBUSCibus, Inc.$19,8000.0%NEW27.2
926SNAP$SNAPSnap Inc$16,9750.0%-64%46.8
927BAND$BANDBandwidth Inc.$14,2410.0%-79%44.2
928MIST$MISTMilestone Pharmaceuticals Inc.$12,6490.0%NEW
929FEMY$FEMYFEMASYS INC$11,8220.0%+0%
930GUTS$GUTSFRACTYL HEALTH, INC.$7,1500.0%NEW
931UP$UPWheels Up Experience Inc.$5,3300.0%NEW16.4
932GABELLI EQUITY TR INC$1,0300.0%NEW

New Positions (68)

BZH$BZH BEAZER HOMES USA INC$21.5M
HARTFORD FDS EXCHANGE TRADED$10.3M
PIPR$PIPR PIPER SANDLER COMPANIES$2.1M
JMSB$JMSB John Marshall Bancorp, Inc.$1.3M
ADX$ADX ADAMS DIVERSIFIED EQUITY FUND, INC.$1.1M
HYT$HYT BLACKROCK CORPORATE HIGH YIELD FUND, INC.$870,872
AGX$AGX ARGAN INC$860,003
GAB$GAB GABELLI EQUITY TRUST INC$823,718
STRL$STRL STERLING INFRASTRUCTURE, INC.$751,821
ELAN$ELAN Elanco Animal Health Inc$737,619
SBCF$SBCF SEACOAST BANKING CORP OF FLORIDA$607,727
CBNA$CBNA CHAIN BRIDGE BANCORP INC$593,300
PHYS$PHYS Sprott Physical Gold Trust$592,770
EGBN$EGBN EAGLE BANCORP INC$582,059
HHH$HHH Howard Hughes Holdings Inc.$460,344

Exited Positions (180)

HBAN$HBAN HUNTINGTON BANCSHARES INC /MD/
EVRG$EVRG Evergy, Inc.
APP$APP AppLovin Corp
BMO$BMO BANK OF MONTREAL /CAN/
SAP$SAP SAP SE
HCA$HCA HCA Healthcare, Inc.
CYBR$CYBR CyberArk Software Ltd.
HWM$HWM Howmet Aerospace Inc.
COR$COR Cencora, Inc.
SPOT$SPOT Spotify Technology S.A.
SNPS$SNPS SYNOPSYS INC
DOCU$DOCU DOCUSIGN, INC.
RF$RF REGIONS FINANCIAL CORP
PCAR$PCAR PACCAR INC
HSBC$HSBC HSBC HOLDINGS PLC

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See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Wealthspire Advisors, LLC and 8,700+ other institutional investors.

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Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

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AI-Powered Hedge Fund Analysis: Wealthspire Advisors, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Wealthspire Advisors, LLC (SEC CIK: 1646247), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Wealthspire Advisors, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.