Moss Adams Wealth Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1661245
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.4B
Holdings
270
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Moss Adams Wealth Advisors LLC disclosed 270 positions worth $1.4B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 27 new positions and exited 19 and a full exit from $RNA. The portfolio is most concentrated in Other (77.3% of disclosed assets). All figures are sourced directly from Moss Adams Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1661245.
AI Fund Analysis
ConcentratingVANGUARD INDEX FDS
29.6% weight
Held 9 quarters
J P MORGAN EXCHANGE TRADED
9.0% weight
Held 7 quarters
GLOBAL X FDS
6.8% weight
Held 9 quarters
SELECT SECTOR SPDR TR
6.0% weight
Held 7 quarters
VANECK ETF TRUST
4.9% weight
Held 9 quarters
VANGUARD INDEX FDS
8 quarters accumulating
GLOBAL X FDS
8 quarters accumulating
SELECT SECTOR SPDR TR
8 quarters accumulating
$AMZN8 quarters accumulating
$META8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$404.2M1,259,916 shJ P MORGAN EXCHANGE TRADED F
—Quality
$123.6M2,625,401 shGLOBAL X FDS
—Quality
$92.3M1,816,958 shSELECT SECTOR SPDR TR
—Quality
$82.5M1,797,461 shVANECK ETF TRUST
—Quality
$66.5M173,466 shDIMENSIONAL ETF TRUST
—Quality
$66.2M1,862,542 sh- 61.5
Quality
$64.9M1,589,587 sh SELECT SECTOR SPDR TR
—Quality
$53.7M484,524 shGLOBAL X FDS
—Quality
$36.3M1,446,480 sh- 76.1
Quality
$27.2M107,100 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $404.2M | 1,259,916 |
| J P MORGAN EXCHANGE TRADED F | — | $123.6M | 2,625,401 |
| GLOBAL X FDS | — | $92.3M | 1,816,958 |
| SELECT SECTOR SPDR TR | — | $82.5M | 1,797,461 |
| VANECK ETF TRUST | — | $66.5M | 173,466 |
| DIMENSIONAL ETF TRUST | — | $66.2M | 1,862,542 |
 STATE STREET CORP$STT | 61.5 | $64.9M | 1,589,587 |
| SELECT SECTOR SPDR TR | — | $53.7M | 484,524 |
| GLOBAL X FDS | — | $36.3M | 1,446,480 |
 Apple Inc.$AAPL | 76.1 | $27.2M | 107,100 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Moss Adams Wealth Advisors LLC's 270 positions.
Showing top 10 of 270 holdings.
Sector Allocation
Other
$1.1B
Technology
$117.4M
Financials
$92.3M
Consumer Discretionary
$25.7M
Industrials
$25.5M
Healthcare
$21.5M
Energy
$11.1M
Consumer Staples
$5.6M
Full Holdings — Moss Adams Wealth Advisors LLC (Q1 2026)
All 270 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 | — | VANGUARD INDEX FDS | $404.2M | 29.6% | +3% | — |
| 2 | — | J P MORGAN EXCHANGE TRADED F | $123.6M | 9.0% | +2% | — |
| 3 | — | GLOBAL X FDS | $92.3M | 6.8% | +3% | — |
| 4 | — | SELECT SECTOR SPDR TR | $82.5M | 6.0% | +5% | — |
| 5 | — | VANECK ETF TRUST | $66.5M | 4.9% | -2% | — |
| 6 | — | DIMENSIONAL ETF TRUST | $66.2M | 4.8% | +4% | — |
| 7 | $STT | STATE STREET CORP | $64.9M | 4.8% | +5% | 61.5 |
| 8 | — | SELECT SECTOR SPDR TR | $53.7M | 3.9% | +1% | — |
| 9 | — | GLOBAL X FDS | $36.3M | 2.7% | -9% | — |
| 10 | $AAPL | Apple Inc. | $27.2M | 2.0% | +3% | 76.1 |
| 11 |  $MSFT | MICROSOFT CORP | $16.7M | 1.2% | -1% | 83.7 |
| 12 | — | SPDR INDEX SHS FDS | $16.0M | 1.2% | -3% | — |
| 13 | — | ISHARES TR | $15.5M | 1.1% | -14% | — |
| 14 |  $NVDA | NVIDIA CORP | $14.4M | 1.1% | +9% | 90.2 |
| 15 | — | VANGUARD ADMIRAL FDS INC | $13.5M | 1.0% | -6% | — |
| 16 |  $GOOG | Alphabet Inc. | $12.2M | 0.9% | +5% | 80.2 |
| 17 | $AMZN | AMAZON COM INC | $10.5M | 0.8% | +3% | 74.6 |
| 18 | — | SPDR INDEX SHS FDS | $10.2M | 0.7% | +2% | — |
| 19 |  $GOOGL | Alphabet Inc. | $8.0M | 0.6% | +5% | 80.2 |
| 20 |  $XOM | EXXON MOBIL CORP | $6.5M | 0.5% | +3% | 61.8 |
| 21 | $META | Meta Platforms, Inc. | $6.5M | 0.5% | +5% | 80.9 |
| 22 |  $AVGO | Broadcom Inc. | $6.1M | 0.5% | +8% | 86.4 |
| 23 | — | ISHARES TR | $5.7M | 0.4% | -73% | — |
| 24 | — | VANGUARD INDEX FDS | $5.3M | 0.4% | +0% | — |
| 25 | — | VANGUARD WORLD FD | $5.1M | 0.4% | -0% | — |
| 26 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.3M | 0.3% | +6% | 67 |
| 27 | — | ISHARES TR | $4.1M | 0.3% | -0% | — |
| 28 | — | ISHARES TR | $3.9M | 0.3% | +11% | — |
| 29 | — | FIRST TR EXCHANGE-TRADED FD | $3.8M | 0.3% | NEW | — |
| 30 |  $TSLA | Tesla, Inc. | $3.7M | 0.3% | +7% | 50.1 |
| 31 |  $SPY | SPDR S&P 500 ETF TRUST | $3.7M | 0.3% | -3% | — |
| 32 |  $JPM | JPMORGAN CHASE & CO | $3.6M | 0.3% | +7% | 35.6 |
| 33 |  $JNJ | JOHNSON & JOHNSON | $3.0M | 0.2% | +5% | 72.8 |
| 34 |  $WMT | Walmart Inc. | $3.0M | 0.2% | +6% | 63.2 |
| 35 |  $MA | Mastercard Inc | $2.9M | 0.2% | +6% | 81.7 |
| 36 | — | J P MORGAN EXCHANGE TRADED F | $2.8M | 0.2% | +96% | — |
| 37 |  $HD | HOME DEPOT, INC. | $2.7M | 0.2% | +3% | 69.2 |
| 38 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.7M | 0.2% | -1% | — |
| 39 | — | ISHARES TR | $2.7M | 0.2% | +0% | — |
| 40 |  $LLY | ELI LILLY & Co | $2.6M | 0.2% | +9% | 89.3 |
| 41 | — | SPDR INDEX SHS FDS | $2.6M | 0.2% | -10% | — |
| 42 |  $UPS | UNITED PARCEL SERVICE INC | $2.5M | 0.2% | +0% | 58.2 |
| 43 | — | SELECT SECTOR SPDR TR | $2.4M | 0.2% | -25% | — |
| 44 |  $GLD | SPDR GOLD TRUST | $2.3M | 0.2% | -1% | — |
| 45 |  $IVZ | Invesco Ltd. | $2.3M | 0.2% | -75% | — |
| 46 |  $MS | MORGAN STANLEY | $2.2M | 0.2% | +2% | — |
| 47 |  $ASML | ASML HOLDING NV | $2.1M | 0.1% | +0% | — |
| 48 | — | ISHARES TR | $2.1M | 0.1% | -3% | — |
| 49 | — | ISHARES TR | $2.0M | 0.1% | +21% | — |
| 50 | — | ISHARES TR | $1.9M | 0.1% | -10% | — |
| 51 | — | ISHARES TR | $1.9M | 0.1% | +0% | — |
| 52 |  $ORCL | ORACLE CORP | $1.8M | 0.1% | +7% | 67.2 |
| 53 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.8M | 0.1% | +2% | 66.7 |
| 54 |  $MRK | Merck & Co., Inc. | $1.8M | 0.1% | +5% | 70.9 |
| 55 |  $VCX | Fundrise Innovation Fund, LLC | $1.8M | 0.1% | NEW | — |
| 56 | — | ISHARES TR | $1.7M | 0.1% | +15% | — |
| 57 |  $NFLX | NETFLIX INC | $1.6M | 0.1% | +6% | 86.7 |
| 58 |  $CVX | CHEVRON CORP | $1.6M | 0.1% | +9% | 54.7 |
| 59 |  $ABBV | AbbVie Inc. | $1.5M | 0.1% | +9% | 59.3 |
| 60 |  $V | VISA INC. | $1.5M | 0.1% | -8% | 83.5 |
| 61 |  $MU | MICRON TECHNOLOGY INC | $1.5M | 0.1% | +17% | 88.4 |
| 62 |  $CSCO | CISCO SYSTEMS, INC. | $1.4M | 0.1% | +7% | 72.3 |
| 63 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $1.4M | 0.1% | +1% | 48 |
| 64 |  $KO | COCA COLA CO | $1.4M | 0.1% | +8% | 74 |
| 65 | — | VANGUARD INDEX FDS | $1.3M | 0.1% | +22% | — |
| 66 |  $MCD | MCDONALDS CORP | $1.3M | 0.1% | +7% | 73.9 |
| 67 |  $AMAT | APPLIED MATERIALS INC /DE | $1.3M | 0.1% | +3% | 74.8 |
| 68 | — | ISHARES TR | $1.3M | 0.1% | -3% | — |
| 69 |  $AMGN | AMGEN INC | $1.2M | 0.1% | +6% | 79.5 |
| 70 |  $AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.1% | -0% | 78.8 |
| 71 |  $PLTR | Palantir Technologies Inc. | $1.2M | 0.1% | +4% | 85.8 |
| 72 |  $ICE | Intercontinental Exchange, Inc. | $1.2M | 0.1% | +4% | 73.8 |
| 73 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.2M | 0.1% | +5% | 68.4 |
| 74 |  $RTX | RTX Corp | $1.2M | 0.1% | +6% | 70 |
| 75 |  $INTU | INTUIT INC. | $1.2M | 0.1% | -2% | 82 |
| 76 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $1.2M | 0.1% | +3% | 75.1 |
| 77 |  $PG | PROCTER & GAMBLE Co | $1.1M | 0.1% | +30% | 72.9 |
| 78 |  $UNH | UNITEDHEALTH GROUP INC | $1.1M | 0.1% | -14% | 66.8 |
| 79 |  $GE | GENERAL ELECTRIC CO | $1.0M | 0.1% | +13% | 74.8 |
| 80 |  $DGX | QUEST DIAGNOSTICS INC | $1.0M | 0.1% | NEW | 69.1 |
| 81 |  $ABT | ABBOTT LABORATORIES | $1.0M | 0.1% | -0% | 67 |
| 82 |  $C | CITIGROUP INC | $998,220 | 0.1% | -25% | 54.8 |
| 83 |  $CAT | CATERPILLAR INC | $987,016 | 0.1% | +6% | 67.8 |
| 84 |  $HON | HONEYWELL INTERNATIONAL INC | $982,237 | 0.1% | +1% | 65.7 |
| 85 |  $ADSK | Autodesk, Inc. | $977,471 | 0.1% | -4% | 76.4 |
| 86 |  $GS | GOLDMAN SACHS GROUP INC | $959,546 | 0.1% | +14% | — |
| 87 | — | ISHARES TR | $955,454 | 0.1% | +0% | — |
| 88 |  $PM | Philip Morris International Inc. | $954,976 | 0.1% | +10% | 80.5 |
| 89 |  $WFC | WELLS FARGO & COMPANY/MN | $937,637 | 0.1% | -2% | — |
| 90 |  $GEV | GE Vernova Inc. | $912,719 | 0.1% | +7% | 70.1 |
| 91 |  $ROK | ROCKWELL AUTOMATION, INC | $906,597 | 0.1% | -1% | 68.2 |
| 92 |  $BLD | QXO Insulation, LLC | $905,301 | 0.1% | -13% | 62 |
| 93 | — | VANGUARD CALIF TAX FREE FDS | $891,632 | 0.1% | +63% | — |
| 94 | — | ISHARES TR | $890,182 | 0.1% | +0% | — |
| 95 | — | ISHARES INC | $883,663 | 0.1% | -8% | — |
| 96 |  $PFE | PFIZER INC | $876,895 | 0.1% | +12% | 69 |
| 97 |  $TJX | TJX COMPANIES INC /DE/ | $874,582 | 0.1% | +8% | 70.7 |
| 98 |  $DHR | DANAHER CORP /DE/ | $869,060 | 0.1% | -6% | 63.9 |
| 99 |  $NEE | NEXTERA ENERGY INC | $844,692 | 0.1% | +8% | 71.7 |
| 100 |  $BA | BOEING CO | $840,763 | 0.1% | +1% | 51.8 |
| 101 |  $LRCX | LAM RESEARCH CORP | $826,397 | 0.1% | +17% | 82.4 |
| 102 | — | ISHARES TR | $819,747 | 0.1% | -8% | — |
| 103 | — | VANGUARD INDEX FDS | $811,167 | 0.1% | +0% | — |
| 104 |  $LIN | LINDE PLC | $787,342 | 0.1% | +34% | — |
| 105 | — | ISHARES TR | $762,161 | 0.1% | +0% | — |
| 106 | — | ISHARES TR | $758,129 | 0.1% | +0% | — |
| 107 |  $KLAC | KLA CORP | $743,614 | 0.1% | +2% | 84.4 |
| 108 |  $T | AT&T INC. | $741,571 | 0.1% | +17% | 71.9 |
| 109 |  $SNDK | Sandisk Corp | $727,466 | 0.1% | +7% | 88.8 |
| 110 |  $UBER | Uber Technologies, Inc | $720,308 | 0.1% | -4% | 79.3 |
| 111 | — | ISHARES TR | $709,506 | 0.1% | +0% | — |
| 112 |  $RMD | RESMED INC | $706,901 | 0.1% | -0% | 79.8 |
| 113 |  $ETN | Eaton Corp plc | $693,523 | 0.1% | +16% | — |
| 114 |  $GILD | GILEAD SCIENCES, INC. | $676,965 | 0.1% | +9% | 77.8 |
| 115 |  $INTC | INTEL CORP | $675,097 | 0.1% | +15% | 41.5 |
| 116 | — | VANGUARD SCOTTSDALE FDS | $672,838 | 0.1% | +0% | — |
| 117 | — | ISHARES TR | $654,261 | 0.1% | -1% | — |
| 118 |  $AXP | AMERICAN EXPRESS CO | $651,397 | 0.1% | -2% | 73.2 |
| 119 |  $CRM | Salesforce, Inc. | $626,667 | 0.1% | -2% | 75.2 |
| 120 |  $MFC | MANULIFE FINANCIAL CORP | $621,746 | 0.1% | +5% | — |
| 121 |  $PEP | PEPSICO INC | $617,928 | 0.1% | +5% | 62.7 |
| 122 | — | ISHARES TR | $610,075 | 0.0% | +0% | — |
| 123 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $609,618 | 0.0% | -5% | 63.7 |
| 124 |  $SBUX | STARBUCKS CORP | $606,243 | 0.0% | +6% | 54.6 |
| 125 |  $FDX | FEDEX CORP | $604,627 | 0.0% | +4% | 60.3 |
| 126 |  $VZ | VERIZON COMMUNICATIONS INC | $589,579 | 0.0% | +20% | 71.6 |
| 127 |  $BLK | BlackRock, Inc. | $551,149 | 0.0% | +11% | 70.3 |
| 128 |  $WDC | WESTERN DIGITAL CORP | $550,733 | 0.0% | +3% | 76.8 |
| 129 | — | VANGUARD TAX-MANAGED FDS | $545,898 | 0.0% | +1% | — |
| 130 |  $SO | SOUTHERN CO | $541,494 | 0.0% | +6% | 65.1 |
| 131 |  $SCHW | SCHWAB CHARLES CORP | $532,268 | 0.0% | +15% | 77.2 |
| 132 |  $NTRA | Natera, Inc. | $528,375 | 0.0% | +2% | 46.4 |
| 133 |  $APH | AMPHENOL CORP /DE/ | $520,616 | 0.0% | +12% | 80.5 |
| 134 |  $UNP | UNION PACIFIC CORP | $508,441 | 0.0% | +2% | 74 |
| 135 |  $TMUS | T-Mobile US, Inc. | $484,998 | 0.0% | +20% | 72.7 |
| 136 |  $PGR | PROGRESSIVE CORP/OH/ | $484,698 | 0.0% | +15% | 83.6 |
| 137 |  $ADI | ANALOG DEVICES INC | $478,566 | 0.0% | -1% | 76.2 |
| 138 | — | VANGUARD SCOTTSDALE FDS | $477,770 | 0.0% | +0% | — |
| 139 |  $CB | Chubb Ltd | $471,377 | 0.0% | +6% | — |
| 140 | — | VANGUARD BD INDEX FDS | $464,863 | 0.0% | NEW | — |
| 141 |  $GLW | CORNING INC /NY | $462,405 | 0.0% | +1% | 72.7 |
| 142 |  $BX | Blackstone Inc. | $459,720 | 0.0% | -1% | 68 |
| 143 | — | VANGUARD INDEX FDS | $458,138 | 0.0% | +0% | — |
| 144 |  $HLT | Hilton Worldwide Holdings Inc. | $457,344 | 0.0% | +13% | 73.1 |
| 145 | — | ISHARES TR | $456,199 | 0.0% | +0% | — |
| 146 |  $ISRG | INTUITIVE SURGICAL INC | $455,920 | 0.0% | +0% | 81.4 |
| 147 | — | ISHARES TR | $451,027 | 0.0% | +0% | — |
| 148 |  $LOW | LOWES COMPANIES INC | $445,726 | 0.0% | +9% | 63.5 |
| 149 | — | ISHARES TR | $444,142 | 0.0% | +1% | — |
| 150 |  $URI | UNITED RENTALS, INC. | $440,797 | 0.0% | +2% | 70.7 |
| 151 |  $WELL | WELLTOWER INC. | $438,822 | 0.0% | +18% | 75.7 |
| 152 |  $COP | CONOCOPHILLIPS | $436,353 | 0.0% | +19% | 74.8 |
| 153 |  $TXN | TEXAS INSTRUMENTS INC | $434,008 | 0.0% | +23% | 70.4 |
| 154 | — | VANGUARD STAR FDS | $431,560 | 0.0% | NEW | — |
| 155 | — | ISHARES TR | $427,880 | 0.0% | +0% | — |
| 156 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $427,475 | 0.0% | +13% | 76.6 |
| 157 |  $DUK | Duke Energy CORP | $420,358 | 0.0% | +0% | 64 |
| 158 |  $PANW | Palo Alto Networks Inc | $418,295 | 0.0% | +52% | 66.5 |
| 159 |  $PCAR | PACCAR INC | $416,867 | 0.0% | +2% | 56.5 |
| 160 | — | SPDR SERIES TRUST | $415,768 | 0.0% | +0% | — |
| 161 |  $EME | EMCOR Group, Inc. | $413,458 | 0.0% | +4% | 71.7 |
| 162 |  $MDT | Medtronic plc | $411,648 | 0.0% | +15% | — |
| 163 |  $APP | AppLovin Corp | $407,552 | 0.0% | +4% | 86.8 |
| 164 |  $DIS | Walt Disney Co | $405,995 | 0.0% | +13% | 68.9 |
| 165 |  $DE | DEERE & CO | $405,079 | 0.0% | +4% | 57.4 |
| 166 |  $NEM | NEWMONT Corp /DE/ | $401,319 | 0.0% | -0% | 88.3 |
| 167 | — | VANGUARD WORLD FD | $400,943 | 0.0% | +0% | — |
| 168 |  $AMT | AMERICAN TOWER CORP /MA/ | $396,417 | 0.0% | +19% | 69.8 |
| 169 |  $BKNG | Booking Holdings Inc. | $395,801 | 0.0% | -4% | 55.3 |
| 170 |  $GD | GENERAL DYNAMICS CORP | $394,757 | 0.0% | +3% | 73 |
| 171 |  $ANET | Arista Networks, Inc. | $394,493 | 0.0% | +17% | 86 |
| 172 |  $PH | Parker-Hannifin Corp | $393,951 | 0.0% | +2% | 73.8 |
| 173 |  $SYK | STRYKER CORP | $391,435 | 0.0% | +28% | 69.8 |
| 174 |  $BMY | BRISTOL MYERS SQUIBB CO | $389,754 | 0.0% | +15% | 70.1 |
| 175 |  $LMT | LOCKHEED MARTIN CORP | $389,228 | 0.0% | +18% | 65 |
| 176 |  $NOW | ServiceNow, Inc. | $385,142 | 0.0% | +10% | 76 |
| 177 | — | NUSHARES ETF TR | $378,026 | 0.0% | +0% | — |
| 178 |  $WM | WASTE MANAGEMENT INC | $375,057 | 0.0% | +19% | 70.7 |
| 179 |  $MCK | MCKESSON CORP | $372,436 | 0.0% | +7% | 63.7 |
| 180 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $371,513 | 0.0% | +5% | 74.4 |
| 181 |  $MO | ALTRIA GROUP, INC. | $371,240 | 0.0% | +10% | 72.1 |
| 182 |  $EQIX | EQUINIX INC | $370,601 | 0.0% | +17% | 61.4 |
| 183 |  $LH | LABCORP HOLDINGS INC. | $363,948 | 0.0% | +4% | 54.8 |
| 184 |  $COF | CAPITAL ONE FINANCIAL CORP | $361,101 | 0.0% | +8% | 71 |
| 185 |  $LASR | NLIGHT, INC. | $357,859 | 0.0% | +0% | 41.3 |
| 186 |  $O | REALTY INCOME CORP | $355,546 | 0.0% | +13% | 74.6 |
| 187 |  $HCA | HCA Healthcare, Inc. | $346,427 | 0.0% | +12% | 70.5 |
| 188 |  $CMI | CUMMINS INC | $345,995 | 0.0% | +15% | 58.9 |
| 189 | — | ISHARES TR | $341,939 | 0.0% | -22% | — |
| 190 |  $PSX | Phillips 66 | $340,757 | 0.0% | +11% | 47.6 |
| 191 |  $SPGI | S&P Global Inc. | $338,593 | 0.0% | -20% | 79.4 |
| 192 |  $CCZ | COMCAST CORP | $338,406 | 0.0% | +20% | 70.4 |
| 193 |  $CME | CME GROUP INC. | $334,222 | 0.0% | +10% | 74.5 |
| 194 |  $WMB | WILLIAMS COMPANIES, INC. | $329,963 | 0.0% | +4% | 72.8 |
| 195 |  $TT | Trane Technologies plc | $327,141 | 0.0% | +6% | — |
| 196 |  $ADBE | ADOBE INC. | $322,568 | 0.0% | +7% | 80.4 |
| 197 |  $MPC | Marathon Petroleum Corp | $318,758 | 0.0% | NEW | 50.7 |
| 198 |  $AKAM | AKAMAI TECHNOLOGIES INC | $318,480 | 0.0% | +3% | 62 |
| 199 |  $QCOM | QUALCOMM INC/DE | $315,842 | 0.0% | -48% | 81.9 |
| 200 |  $KR | KROGER CO | $314,672 | 0.0% | +0% | 51.1 |
| 201 |  $MMM | 3M CO | $314,332 | 0.0% | +4% | 60.7 |
| 202 | — | DIMENSIONAL ETF TRUST | $313,654 | 0.0% | -100% | — |
| 203 | — | VANGUARD WHITEHALL FDS | $312,936 | 0.0% | +0% | — |
| 204 |  $HTH | Hilltop Holdings Inc. | $305,402 | 0.0% | +0% | — |
| 205 |  $IDXX | IDEXX LABORATORIES INC /DE | $299,489 | 0.0% | -1% | 73.6 |
| 206 |  $CRWD | CrowdStrike Holdings, Inc. | $299,445 | 0.0% | -3% | 55 |
| 207 |  $BSX | BOSTON SCIENTIFIC CORP | $296,306 | 0.0% | -17% | 79.9 |
| 208 | — | VANGUARD INDEX FDS | $295,707 | 0.0% | +0% | — |
| 209 |  $FIX | COMFORT SYSTEMS USA INC | $292,355 | 0.0% | NEW | 79.5 |
| 210 |  $CL | COLGATE PALMOLIVE CO | $290,784 | 0.0% | +7% | 72.4 |
| 211 |  $FAST | FASTENAL CO | $287,683 | 0.0% | +23% | 73.5 |
| 212 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $287,606 | 0.0% | -48% | 66.3 |
| 213 |  $NKE | NIKE, Inc. | $287,178 | 0.0% | -2% | 53.4 |
| 214 |  $PLD | Prologis, Inc. | $284,070 | 0.0% | -7% | 67.5 |
| 215 |  $ORLY | O REILLY AUTOMOTIVE INC | $283,669 | 0.0% | +2% | 72.7 |
| 216 |  $__PARK_1390777 | Bank of New York Mellon Corp | $283,439 | 0.0% | +14% | 36.7 |
| 217 |  $CEG | Constellation Energy Corp | $278,147 | 0.0% | +16% | 62.5 |
| 218 | — | ISHARES TR | $277,420 | 0.0% | -55% | — |
| 219 |  $BP | BP PLC | $276,266 | 0.0% | +0% | — |
| 220 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $273,911 | 0.0% | +3% | 70.8 |
| 221 |  $EMR | EMERSON ELECTRIC CO | $270,476 | 0.0% | +6% | 65.9 |
| 222 |  $VRT | Vertiv Holdings Co | $269,631 | 0.0% | NEW | 82.7 |
| 223 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $268,220 | 0.0% | +10% | 66.5 |
| 224 | — | SELECT SECTOR SPDR TR | $268,091 | 0.0% | +0% | — |
| 225 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $265,584 | 0.0% | +20% | 70.9 |
| 226 |  $HWM | Howmet Aerospace Inc. | $263,887 | 0.0% | -1% | 79.1 |
| 227 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $261,376 | 0.0% | +9% | 60.5 |
| 228 |  $FANG | Diamondback Energy, Inc. | $261,341 | 0.0% | NEW | 81.4 |
| 229 |  $GM | General Motors Co | $260,325 | 0.0% | +11% | 58.7 |
| 230 |  $DASH | DoorDash, Inc. | $256,607 | 0.0% | +8% | 70.6 |
| 231 |  $DHI | HORTON D R INC /DE/ | $255,669 | 0.0% | +3% | 54.6 |
| 232 |  $SHOP | SHOPIFY INC. | $254,322 | 0.0% | +0% | — |
| 233 | — | SCHWAB STRATEGIC TR | $252,874 | 0.0% | +5% | — |
| 234 |  $PWR | QUANTA SERVICES, INC. | $252,553 | 0.0% | NEW | 62.6 |
| 235 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $251,150 | 0.0% | NEW | 75.4 |
| 236 |  $JCI | Johnson Controls International plc | $248,014 | 0.0% | +5% | — |
| 237 |  $APO | Apollo Global Management, Inc. | $245,832 | 0.0% | -23% | 55.7 |
| 238 |  $BKR | Baker Hughes Co | $243,945 | 0.0% | NEW | 63.4 |
| 239 |  $XPO | XPO, Inc. | $243,772 | 0.0% | NEW | 55.3 |
| 240 | — | SCHWAB STRATEGIC TR | $242,988 | 0.0% | +0% | — |
| 241 |  $DOW | DOW INC. | $238,988 | 0.0% | NEW | 38 |
| 242 |  $GRMN | GARMIN LTD | $238,537 | 0.0% | NEW | — |
| 243 | — | ISHARES TR | $237,969 | 0.0% | +0% | — |
| 244 |  $NSC | NORFOLK SOUTHERN CORP | $237,389 | 0.0% | +5% | 70.8 |
| 245 |  $BDX | BECTON DICKINSON & CO | $234,816 | 0.0% | +6% | 50.7 |
| 246 |  $CVS | CVS HEALTH Corp | $233,408 | 0.0% | +8% | 51.3 |
| 247 |  $KMI | KINDER MORGAN, INC. | $226,926 | 0.0% | NEW | 74.6 |
| 248 |  $MRVL | Marvell Technology, Inc. | $223,661 | 0.0% | NEW | 77.3 |
| 249 |  $ACGL | ARCH CAPITAL GROUP LTD. | $222,122 | 0.0% | +2% | — |
| 250 |  $MCO | MOODYS CORP /DE/ | $221,640 | 0.0% | NEW | 81.3 |
| 251 | — | ISHARES INC | $221,182 | 0.0% | -37% | — |
| 252 |  $ALL | ALLSTATE CORP | $220,453 | 0.0% | NEW | 76.6 |
| 253 |  $ITW | ILLINOIS TOOL WORKS INC | $220,306 | 0.0% | +2% | 71.2 |
| 254 |  $CSX | CSX CORP | $219,245 | 0.0% | NEW | 66.4 |
| 255 |  $FCX | FREEPORT-MCMORAN INC | $214,687 | 0.0% | NEW | 73.1 |
| 256 |  $VLO | VALERO ENERGY CORP/TX | $214,055 | 0.0% | NEW | 51.4 |
| 257 |  $USB | US BANCORP DE | $213,337 | 0.0% | NEW | 71.4 |
| 258 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $211,279 | 0.0% | NEW | 69.5 |
| 259 |  $SNPS | SYNOPSYS INC | $209,739 | 0.0% | -2% | 63.1 |
| 260 |  $TRV | TRAVELERS COMPANIES, INC. | $207,443 | 0.0% | NEW | 71.5 |
| 261 |  $COR | Cencora, Inc. | $207,356 | 0.0% | +2% | 59.6 |
| 262 |  $EBAY | EBAY INC | $202,724 | 0.0% | NEW | 69.3 |
| 263 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $202,654 | 0.0% | NEW | 76.3 |
| 264 |  $SPOT | Spotify Technology S.A. | $202,208 | 0.0% | +17% | — |
| 265 |  $F | FORD MOTOR CO | $168,593 | 0.0% | +2% | 58.5 |
| 266 |  $FCT | FIRST TRUST SENIOR FLOATING RATE INCOME FUND II | $146,153 | 0.0% | +0% | — |
| 267 |  $OPEN | Opendoor Technologies Inc. | $58,603 | 0.0% | +0% | 37.1 |
| 268 |  $PROP | Prairie Operating Co. | $50,750 | 0.0% | +0% | 47 |
| 269 |  $NNVC | NANOVIRICIDES, INC. | $19,611 | 0.0% | +8% | — |
| 270 |  $TRIB | TRINITY BIOTECH PLC | $13,917 | 0.0% | +0% | — |
New Positions (27)
FIRST TR EXCHANGE-TRADED FD$3.8M
$VCX Fundrise Innovation Fund, LLC$1.8M$DGX QUEST DIAGNOSTICS INC$1.0M VANGUARD BD INDEX FDS$464,863
VANGUARD STAR FDS$431,560
$MPC Marathon Petroleum Corp$318,758$FIX COMFORT SYSTEMS USA INC$292,355$VRT Vertiv Holdings Co$269,631$FANG Diamondback Energy, Inc.$261,341$PWR QUANTA SERVICES, INC.$252,553$AEP AMERICAN ELECTRIC POWER CO INC$251,150$BKR Baker Hughes Co$243,945$XPO XPO, Inc.$243,772$DOW DOW INC.$238,988$GRMN GARMIN LTD$238,537Exited Positions (19)
$RNA Avidity Biosciences, Inc.
$MDY SPDR S&P MIDCAP 400 ETF TRUST
$ACN Accenture plc
$AZO AUTOZONE INC
$FICO FAIR ISAAC CORP
$SFM Sprouts Farmers Market, Inc.
$SNOW Snowflake Inc.
$LULU lululemon athletica inc.
$KKR KKR & Co. Inc.
$TTWO TAKE TWO INTERACTIVE SOFTWARE INC
$ELV Elevance Health, Inc.
$ADP AUTOMATIC DATA PROCESSING INC
$EXPE Expedia Group, Inc.
$HOOD Robinhood Markets, Inc.
$CCL Carnival Corp Ltd.Browse Top Institutional Investors
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