HCR Wealth Advisors
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1697715
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.1B
Holdings
259
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
HCR Wealth Advisors disclosed 259 positions worth $1.1B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 13.3% of the equity portfolio. During the quarter the fund opened 25 new positions and exited 9 — including a new stake in $INTC and a full exit from $NKE. The portfolio is most concentrated in Other (44.2% of disclosed assets). All figures are sourced directly from HCR Wealth Advisors’s Form 13F-HR filing with the SEC under CIK 1697715.
AI Fund Analysis
Stable
$AAPL13.3% weight
Held 10 quarters
Vanguard Growth Index Fund
10.4% weight
Held 10 quarters
Vanguard High Dividend Yie
9.3% weight
Held 10 quarters
$NVDA5.5% weight
Held 10 quarters
iShares Core S&P 500 ETF -
3.4% weight
Held 10 quarters
Vanguard Growth Index Fund
9 quarters accumulating
Vanguard High Dividend Yie
9 quarters accumulating
Janus Henderson Aaa Clo ET
9 quarters accumulating
$IBIT9 quarters accumulating
$AFL9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$148.8M514,279 sh Vanguard Growth Index Fund ETF - ETF
—Quality
$116.7M1,355,155 shVanguard High Dividend Yield Index Fund ETF - ETF
—Quality
$103.7M656,338 sh- 90.2
Quality
$61.5M307,290 sh Vanguard Extended Market ETF S &P Compl - Common Stock
—Quality
$47.5M192,946 shiShares Core S&P 500 ETF - ETF
—Quality
$37.9M50,622 sh- 80.2
Quality
$34.1M95,341 sh - 66.5
Quality
$24.5M71,870 sh iShares Core MSCI Emerging ETF - ETF
—Quality
$22.2M267,622 shFirst Trust Preferred Securities and Income ETF - ETF
—Quality
$18.4M1,027,972 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $148.8M | 514,279 |
| Vanguard Growth Index Fund ETF - ETF | — | $116.7M | 1,355,155 |
| Vanguard High Dividend Yield Index Fund ETF - ETF | — | $103.7M | 656,338 |
| NVIDIA CORP$NVDA | 90.2 | $61.5M | 307,290 |
| Vanguard Extended Market ETF S &P Compl - Common Stock | — | $47.5M | 192,946 |
| iShares Core S&P 500 ETF - ETF | — | $37.9M | 50,622 |
 Alphabet Inc.$GOOG | 80.2 | $34.1M | 95,341 |
 Palo Alto Networks Inc$PANW | 66.5 | $24.5M | 71,870 |
| iShares Core MSCI Emerging ETF - ETF | — | $22.2M | 267,622 |
| First Trust Preferred Securities and Income ETF - ETF | — | $18.4M | 1,027,972 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of HCR Wealth Advisors's 259 positions.
Showing top 10 of 259 holdings.
Sector Allocation
Other
$493.8M
Technology
$390.8M
Financials
$73.9M
Industrials
$51.7M
Consumer Discretionary
$45.0M
Healthcare
$19.6M
Utilities
$12.3M
Energy
$11.8M
Full Holdings — HCR Wealth Advisors (Q2 2026)
All 259 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. | $148.8M | 13.3% | +1% | 76.1 |
| 2 | — | Vanguard Growth Index Fund ETF - ETF | $116.7M | 10.4% | +512% | — |
| 3 | — | Vanguard High Dividend Yield Index Fund ETF - ETF | $103.7M | 9.3% | +2% | — |
| 4 | $NVDA | NVIDIA CORP | $61.5M | 5.5% | +1% | 90.2 |
| 5 | — | Vanguard Extended Market ETF S &P Compl - Common Stock | $47.5M | 4.3% | +6% | — |
| 6 | — | iShares Core S&P 500 ETF - ETF | $37.9M | 3.4% | +0% | — |
| 7 | $GOOG | Alphabet Inc. | $34.1M | 3.0% | +0% | 80.2 |
| 8 | $PANW | Palo Alto Networks Inc | $24.5M | 2.2% | +0% | 66.5 |
| 9 | — | iShares Core MSCI Emerging ETF - ETF | $22.2M | 2.0% | +1% | — |
| 10 | — | First Trust Preferred Securities and Income ETF - ETF | $18.4M | 1.6% | +3% | — |
| 11 | — | iShares Core S&P Small-Cap ETF - ETF | $18.0M | 1.6% | -6% | — |
| 12 |  $MSFT | MICROSOFT CORP | $17.9M | 1.6% | +1% | 83.7 |
| 13 |  $AME | AMETEK INC/ | $16.0M | 1.4% | -4% | 74.2 |
| 14 |  $AMZN | AMAZON COM INC | $14.0M | 1.3% | +4% | 74.6 |
| 15 |  $V | VISA INC. | $11.5M | 1.0% | +1% | 83.5 |
| 16 |  $META | Meta Platforms, Inc. | $11.5M | 1.0% | +1% | 80.9 |
| 17 |  $MU | MICRON TECHNOLOGY INC | $11.3M | 1.0% | -33% | 88.4 |
| 18 | — | BlackRock Flexible Income ETF - ETF | $11.2M | 1.0% | +9% | — |
| 19 |  $AVGO | Broadcom Inc. | $10.3M | 0.9% | -1% | 86.4 |
| 20 |  $JPM | JPMORGAN CHASE & CO | $10.2M | 0.9% | +0% | 35.6 |
| 21 | — | Janus Henderson Aaa Clo ETF IV - ETF | $10.1M | 0.9% | +12% | — |
| 22 |  $GOOGL | Alphabet Inc. | $9.6M | 0.9% | +6% | 80.2 |
| 23 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.3M | 0.8% | -0% | — |
| 24 |  $DELL | Dell Technologies Inc. | $8.1M | 0.7% | -13% | 76 |
| 25 |  $COST | COSTCO WHOLESALE CORP /NEW | $8.0M | 0.7% | +0% | 67 |
| 26 |  $GLD | SPDR GOLD TRUST | $7.9M | 0.7% | +3% | — |
| 27 |  $SPY | SPDR S&P 500 ETF TRUST | $7.1M | 0.6% | -4% | — |
| 28 |  $GEV | GE Vernova Inc. | $6.8M | 0.6% | +241% | 70.1 |
| 29 | — | Vanguard FTSE Emerging Markets ETF - ETF | $6.8M | 0.6% | -2% | — |
| 30 |  $TSLA | Tesla, Inc. | $6.6M | 0.6% | +2% | 50.1 |
| 31 |  $MS | MORGAN STANLEY | $6.4M | 0.6% | +1% | — |
| 32 | — | Vanguard S&P 500 ETF - ETF | $6.2M | 0.6% | +5% | — |
| 33 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.1M | 0.5% | -0% | 64.5 |
| 34 |  $VRT | Vertiv Holdings Co | $5.8M | 0.5% | -41% | 82.7 |
| 35 |  $PWR | QUANTA SERVICES, INC. | $5.7M | 0.5% | +1% | 62.6 |
| 36 |  $CAT | CATERPILLAR INC | $5.4M | 0.5% | +1% | 67.8 |
| 37 |  $ETN | Eaton Corp plc | $5.3M | 0.5% | +0% | — |
| 38 |  $RTX | RTX Corp | $5.2M | 0.5% | +171% | 70 |
| 39 | — | Schwab US Large Cap Growth ETF - ETF | $5.2M | 0.5% | +1% | — |
| 40 |  $AZO | AUTOZONE INC | $4.8M | 0.4% | -3% | 66.5 |
| 41 |  $COP | CONOCOPHILLIPS | $4.6M | 0.4% | +6% | 74.8 |
| 42 |  $AN | AUTONATION, INC. | $4.5M | 0.4% | -1% | 51 |
| 43 | — | Utilities Select (sector SPDR Fund) - ETF | $4.5M | 0.4% | -4% | — |
| 44 |  $URI | UNITED RENTALS, INC. | $4.4M | 0.4% | +2% | 70.7 |
| 45 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $4.2M | 0.4% | +0% | 63.7 |
| 46 |  $BA | BOEING CO | $4.2M | 0.4% | +1% | 51.8 |
| 47 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $4.1M | 0.4% | +5% | 66.5 |
| 48 |  $WMT | Walmart Inc. | $4.0M | 0.4% | -0% | 63.2 |
| 49 |  $ABBV | AbbVie Inc. | $3.6M | 0.3% | +1% | 59.3 |
| 50 | — | iShares Core MSCI EAFE ETF - ETF | $3.5M | 0.3% | +1% | — |
| 51 |  $CVX | CHEVRON CORP | $3.4M | 0.3% | -0% | 54.7 |
| 52 |  $AWK | American Water Works Company, Inc. | $3.4M | 0.3% | -1% | 61.7 |
| 53 |  $NRG | NRG ENERGY, INC. | $3.2M | 0.3% | -1% | 59.5 |
| 54 |  $JNJ | JOHNSON & JOHNSON | $3.2M | 0.3% | +7% | 72.8 |
| 55 |  $MRVL | Marvell Technology, Inc. | $3.2M | 0.3% | +1% | 77.3 |
| 56 |  $NEE | NEXTERA ENERGY INC | $3.2M | 0.3% | -3% | 71.7 |
| 57 |  $SBUX | STARBUCKS CORP | $3.1M | 0.3% | +3% | 54.6 |
| 58 | — | iShares Trust 1-3 (year Treasury Bond Etf) - ETF | $3.1M | 0.3% | -10% | — |
| 59 |  $ICE | Intercontinental Exchange, Inc. | $3.1M | 0.3% | +1% | 73.8 |
| 60 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.1M | 0.3% | +0% | 68.4 |
| 61 |  $XOM | EXXON MOBIL CORP | $3.0M | 0.3% | -0% | 61.8 |
| 62 |  $HD | HOME DEPOT, INC. | $3.0M | 0.3% | +2% | 69.2 |
| 63 |  $FLS | FLOWSERVE CORP | $2.8M | 0.3% | +2% | 66.2 |
| 64 | — | Vanguard Total Stock Market Index Fund ETF - ETF | $2.7M | 0.3% | +3% | — |
| 65 | — | Vanguard FTSE Developed Markets ETF - ETF | $2.7M | 0.2% | +15% | — |
| 66 |  $NFLX | NETFLIX INC | $2.7M | 0.2% | -2% | 86.7 |
| 67 |  $TDG | TransDigm Group INC | $2.6M | 0.2% | +3% | 75.4 |
| 68 | — | iShares 7-10 Year Treasury Bond ETF - ETF | $2.5M | 0.2% | +0% | — |
| 69 | — | First Trust TCW Unconstrained Plus Bond ETF - ETF | $2.5M | 0.2% | +18% | — |
| 70 |  $SYK | STRYKER CORP | $2.5M | 0.2% | -6% | 69.8 |
| 71 |  $CME | CME GROUP INC. | $2.5M | 0.2% | -2% | 74.5 |
| 72 |  $GS | GOLDMAN SACHS GROUP INC | $2.4M | 0.2% | +7% | — |
| 73 | — | iShares Core S&P Mid Cap - Common Stock | $2.4M | 0.2% | +0% | — |
| 74 |  $ALL | ALLSTATE CORP | $2.4M | 0.2% | -0% | 76.6 |
| 75 |  $FCX | FREEPORT-MCMORAN INC | $2.3M | 0.2% | +4% | 73.1 |
| 76 |  $DIS | Walt Disney Co | $2.3M | 0.2% | +6% | 68.9 |
| 77 | — | ProShares Large Cap Core Plus ETF - ETF | $2.2M | 0.2% | +0% | — |
| 78 | — | iShares US Technology ETF - ETF | $2.1M | 0.2% | -2% | — |
| 79 | — | Alps Alerian MLP ETF - ETF | $2.0M | 0.2% | +23% | — |
| 80 | — | Vanguard Small Cap ETF IV - ETF | $1.9M | 0.2% | +0% | — |
| 81 | — | PIMCO Enhanced SHRT Maturty Actv ETF - ETF | $1.9M | 0.2% | -7% | — |
| 82 |  $LLY | ELI LILLY & Co | $1.9M | 0.2% | +17% | 89.3 |
| 83 |  $AMGN | AMGEN INC | $1.9M | 0.2% | +8% | 79.5 |
| 84 |  $AMD | ADVANCED MICRO DEVICES INC | $1.8M | 0.2% | -5% | 78.8 |
| 85 |  $MA | Mastercard Inc | $1.8M | 0.2% | -3% | 81.7 |
| 86 | — | Technology Select Sector SPDR ETF - ETF | $1.8M | 0.2% | -0% | — |
| 87 |  $JCI | Johnson Controls International plc | $1.8M | 0.2% | +10% | — |
| 88 | — | Vanguard Information Technology Index Fund ETF - ETF | $1.8M | 0.2% | +682% | — |
| 89 | — | iShares High Yield Corporat Bond ETF - ETF | $1.8M | 0.2% | -9% | — |
| 90 |  $FDX | FEDEX CORP | $1.7M | 0.1% | +0% | 60.3 |
| 91 | — | First Trust TCW Opportunistic Fixed Income ETF - ETF | $1.6M | 0.1% | +1% | — |
| 92 | $IBIT | iShares Bitcoin Trust ETF | $1.5M | 0.1% | +6% | — |
| 93 | — | iShares Russell 2000 ETF - ETF | $1.5M | 0.1% | -2% | — |
| 94 |  $MO | ALTRIA GROUP, INC. | $1.4M | 0.1% | +0% | 72.1 |
| 95 |  $SNDK | Sandisk Corp | $1.4M | 0.1% | -30% | 88.8 |
| 96 |  $IVZ | Invesco Ltd. | $1.4M | 0.1% | -14% | — |
| 97 | — | iShares 3-7 Year Treasury Bond ETF - ETF | $1.3M | 0.1% | +1% | — |
| 98 |  $SCHW | SCHWAB CHARLES CORP | $1.3M | 0.1% | +3% | 77.2 |
| 99 |  $MCD | MCDONALDS CORP | $1.3M | 0.1% | -7% | 73.9 |
| 100 |  $HON | HONEYWELL INTERNATIONAL INC | $1.3M | 0.1% | -52% | 65.7 |
| 101 |  $GLW | CORNING INC /NY | $1.3M | 0.1% | +120% | 72.7 |
| 102 |  $GE | GENERAL ELECTRIC CO | $1.3M | 0.1% | +1% | 74.8 |
| 103 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.1% | -3% | 72.9 |
| 104 | — | iShares California Muni Bond ETF - ETF | $1.2M | 0.1% | -5% | — |
| 105 |  $RKT | Rocket Companies, Inc. | $1.2M | 0.1% | +9% | — |
| 106 |  $PM | Philip Morris International Inc. | $1.2M | 0.1% | +0% | 80.5 |
| 107 |  $WFC | WELLS FARGO & COMPANY/MN | $1.1M | 0.1% | +17% | — |
| 108 | $AFL | AFLAC INC | $1.1M | 0.1% | +0% | 60.3 |
| 109 | — | iShares Core S&P Total US Stock Mark - ETF | $1.1M | 0.1% | +0% | — |
| 110 |  $ESTA | ESTABLISHMENT LABS HOLDINGS INC. | $1.1M | 0.1% | +0% | 26.7 |
| 111 |  $AWR | AMERICAN STATES WATER CO | $1.0M | 0.1% | -1% | 60.3 |
| 112 | — | Vanguard Total Bond Market ETF - ETF | $1.0M | 0.1% | -0% | — |
| 113 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.0M | 0.1% | +0% | — |
| 114 | — | PIMCO Active Bond ETF - ETF | $991,534 | 0.1% | +2% | — |
| 115 | — | Energy Select Sector SPDR ETF - ETF | $975,393 | 0.1% | +0% | — |
| 116 | — | iShares S&P 500 Growth ETF - ETF | $959,409 | 0.1% | -3% | — |
| 117 |  $ORCL | ORACLE CORP | $955,274 | 0.1% | +0% | 67.2 |
| 118 |  $STZ | CONSTELLATION BRANDS, INC. | $931,163 | 0.1% | +1% | 65 |
| 119 |  $C | CITIGROUP INC | $917,569 | 0.1% | +6% | 54.8 |
| 120 | — | iShares Preferred Income Sec ETF IV - ETF | $877,168 | 0.1% | +0% | — |
| 121 |  $PH | Parker-Hannifin Corp | $873,461 | 0.1% | +25% | 73.8 |
| 122 | — | Schwab US Large Cap ETF - ETF | $873,276 | 0.1% | +0% | — |
| 123 |  $ISRG | INTUITIVE SURGICAL INC | $858,193 | 0.1% | +10% | 81.4 |
| 124 | — | iShares Treasury Floating Rate B ETF - ETF | $851,849 | 0.1% | -7% | — |
| 125 |  $GBTC | Grayscale Bitcoin Trust ETF | $836,612 | 0.1% | +0% | — |
| 126 | — | iShares MSCI USA QLTY Fact ETF - ETF | $833,834 | 0.1% | -5% | — |
| 127 |  $KO | COCA COLA CO | $819,364 | 0.1% | -1% | 74 |
| 128 |  $ZTS | Zoetis Inc. | $815,715 | 0.1% | -3% | 72.6 |
| 129 |  $UNH | UNITEDHEALTH GROUP INC | $813,759 | 0.1% | +1% | 66.8 |
| 130 | — | Amplify Cybersecurity ETF - ETF | $813,732 | 0.1% | +1% | — |
| 131 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $782,499 | 0.1% | -21% | 65.3 |
| 132 |  $PLTR | Palantir Technologies Inc. | $774,572 | 0.1% | -2% | 85.8 |
| 133 |  $AXP | AMERICAN EXPRESS CO | $763,768 | 0.1% | +38% | 73.2 |
| 134 |  $LMT | LOCKHEED MARTIN CORP | $763,171 | 0.1% | +0% | 65 |
| 135 |  $MRK | Merck & Co., Inc. | $756,519 | 0.1% | +28% | 70.9 |
| 136 | — | SPDR Dow Jones Industrial Avrg ETF - ETF | $744,998 | 0.1% | -5% | — |
| 137 |  $INTC | INTEL CORP | $731,094 | 0.1% | NEW | 41.5 |
| 138 |  $PGR | PROGRESSIVE CORP/OH/ | $720,011 | 0.1% | +109% | 83.6 |
| 139 |  $COF | CAPITAL ONE FINANCIAL CORP | $695,851 | 0.1% | -1% | 71 |
| 140 | — | First Dorsey Wright Focus 5 ETF IV - ETF | $686,334 | 0.1% | +0% | — |
| 141 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $651,817 | 0.1% | +0% | — |
| 142 |  $MGM | MGM Resorts International | $636,590 | 0.1% | +0% | 48 |
| 143 | — | Vanguard Health Care ETF - ETF | $624,459 | 0.1% | -1% | — |
| 144 | — | iShares S&P 500 Value ETF - ETF | $623,279 | 0.1% | +19% | — |
| 145 |  $LIN | LINDE PLC | $612,349 | 0.1% | -12% | — |
| 146 | — | iShares MSCI Emerging Markets ETF - ETF | $606,378 | 0.1% | -2% | — |
| 147 |  $SHW | SHERWIN WILLIAMS CO | $597,395 | 0.1% | -0% | 65.3 |
| 148 | — | iShares MSCI EAFE ETF - ETF | $577,261 | 0.1% | -0% | — |
| 149 |  $ASML | ASML HOLDING NV | $570,969 | 0.1% | +0% | — |
| 150 |  $PSX | Phillips 66 | $570,374 | 0.1% | +2% | 47.6 |
| 151 |  $PEP | PEPSICO INC | $548,172 | 0.1% | +81% | 62.7 |
| 152 |  $SRE | SEMPRA | $544,485 | 0.1% | +0% | 47.6 |
| 153 | — | FT Vest Fund Of Buffer ETF - ETF | $540,899 | 0.1% | +17% | — |
| 154 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $531,768 | 0.1% | -0% | 66.7 |
| 155 | — | Schwab International Equity ETF - ETF | $526,798 | 0.1% | +0% | — |
| 156 | — | Schwab US Small Cap ETF - ETF | $525,968 | 0.1% | +0% | — |
| 157 | — | iShares Biotechnology ETF - ETF | $515,943 | 0.1% | +0% | — |
| 158 | $META | Meta Platforms, Inc. | $508,488 | 0.1% | +0% | 80.9 |
| 159 | — | iShares Core High (dividend Etf) - ETF | $499,410 | 0.0% | +400% | — |
| 160 | — | iShares Semiconductor ETF IV - ETF | $486,977 | 0.0% | +1% | — |
| 161 |  $LOW | LOWES COMPANIES INC | $483,975 | 0.0% | NEW | 63.5 |
| 162 | — | iShares Russell 1000 Growth ETF - ETF | $476,043 | 0.0% | +317% | — |
| 163 | — | Vanguard Muni BND Tax - Common Stock | $472,113 | 0.0% | +0% | — |
| 164 | — | iShares S&P Mid Cap 400 GRWTH ETF - ETF | $463,185 | 0.0% | +1% | — |
| 165 | — | iShares JP Morgan Usd Emerging Marke - ETF | $454,425 | 0.0% | +0% | — |
| 166 |  $SOLS | Solstice Advanced Materials Inc. | $448,673 | 0.0% | +62% | — |
| 167 |  $WDC | WESTERN DIGITAL CORP | $443,910 | 0.0% | -9% | 76.8 |
| 168 |  $VZ | VERIZON COMMUNICATIONS INC | $442,119 | 0.0% | -4% | 71.6 |
| 169 |  $CRWD | CrowdStrike Holdings, Inc. | $438,805 | 0.0% | +3% | 55 |
| 170 | — | iShares US Aerospace Defense ETF - ETF | $436,113 | 0.0% | -6% | — |
| 171 | — | Select STR Financial Select SPDR ETF - ETF | $432,491 | 0.0% | -0% | — |
| 172 | — | iShares US Real Estate ETF - ETF | $431,029 | 0.0% | -20% | — |
| 173 | — | First Trust Managed Municipal ETF IV - ETF | $428,607 | 0.0% | +0% | — |
| 174 |  $GAB | GABELLI EQUITY TRUST INC | $426,497 | 0.0% | +0% | — |
| 175 | — | iShares Short Term NTNL Mun BND ETF - ETF | $425,880 | 0.0% | +0% | — |
| 176 |  $BMY | BRISTOL MYERS SQUIBB CO | $424,408 | 0.0% | NEW | 70.1 |
| 177 |  $BE | Bloom Energy Corp | $415,001 | 0.0% | NEW | 54.4 |
| 178 | — | Vanguard California Tax-Exempt Bond ETF - ETF | $403,909 | 0.0% | NEW | — |
| 179 |  $MFC | MANULIFE FINANCIAL CORP | $396,187 | 0.0% | NEW | — |
| 180 | — | iShares MSCI USA Esg Select ETF - ETF | $393,465 | 0.0% | +0% | — |
| 181 | — | iShares US Financials ETF - ETF | $391,710 | 0.0% | +0% | — |
| 182 |  $HOOD | Robinhood Markets, Inc. | $385,576 | 0.0% | -2% | 75.8 |
| 183 |  $TJX | TJX COMPANIES INC /DE/ | $384,961 | 0.0% | -2% | 70.7 |
| 184 |  $NXST | NEXSTAR MEDIA GROUP, INC. | $379,503 | 0.0% | +0% | 57.5 |
| 185 | $IVZ | Invesco Ltd. | $377,170 | 0.0% | +0% | — |
| 186 |  $DE | DEERE & CO | $376,257 | 0.0% | +35% | 57.4 |
| 187 | — | ProShares Short QQQ ETF - ETF | $375,900 | 0.0% | -29% | — |
| 188 | — | iShares Core US Aggregate Bond ETF - ETF | $375,629 | 0.0% | +0% | — |
| 189 |  $CDZI | CADIZ INC | $367,840 | 0.0% | -36% | 28.9 |
| 190 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $366,493 | 0.0% | NEW | 69.5 |
| 191 | $IVZ | Invesco Ltd. | $366,452 | 0.0% | -1% | — |
| 192 |  $CSX | CSX CORP | $357,995 | 0.0% | +1% | 66.4 |
| 193 | — | Vanguard Real Estate ETF - ETF | $357,473 | 0.0% | +0% | — |
| 194 | — | SPDR Nuveen BLMG HG YL MP BND ETF - ETF | $357,432 | 0.0% | +8% | — |
| 195 |  $TT | Trane Technologies plc | $357,073 | 0.0% | -0% | — |
| 196 | — | iShares iBoxx $ (investment Grade Corporate Bond Etf) - ETF | $355,240 | 0.0% | -4% | — |
| 197 | — | iShares Select Dividend ETF - ETF | $349,486 | 0.0% | +0% | — |
| 198 |  $AEE | AMEREN CORP | $347,711 | 0.0% | +0% | 63.5 |
| 199 |  $CARR | CARRIER GLOBAL Corp | $345,802 | 0.0% | +0% | 61.5 |
| 200 |  $TRV | TRAVELERS COMPANIES, INC. | $344,315 | 0.0% | -1% | 71.5 |
| 201 | — | iShares TIPS Bond ETF - ETF | $329,931 | 0.0% | -47% | — |
| 202 |  $MCO | MOODYS CORP /DE/ | $325,649 | 0.0% | -2% | 81.3 |
| 203 | $IVZ | Invesco Ltd. | $324,180 | 0.0% | +0% | — |
| 204 | — | Pacer US Cash Cows 100 ETF - ETF | $321,835 | 0.0% | +0% | — |
| 205 |  $MSI | Motorola Solutions, Inc. | $321,019 | 0.0% | NEW | 73.8 |
| 206 |  $SF | STIFEL FINANCIAL CORP | $317,732 | 0.0% | -1% | 69.6 |
| 207 |  $INTU | INTUIT INC. | $315,810 | 0.0% | -3% | 82 |
| 208 |  $BX | Blackstone Inc. | $315,293 | 0.0% | -29% | 68 |
| 209 | — | Amplify TRNSFRMTNL Data SHRNG ETF - ETF | $314,089 | 0.0% | +0% | — |
| 210 |  $CRM | Salesforce, Inc. | $309,873 | 0.0% | -4% | 75.2 |
| 211 | — | FRST TR Clfrna MNCPL HGH Incm ETF - ETF | $301,637 | 0.0% | NEW | — |
| 212 | — | Schwab US Dividend Equity ETF - ETF | $298,316 | 0.0% | +6% | — |
| 213 | — | Vaneck Gold Miners ETF - ETF | $297,876 | 0.0% | -12% | — |
| 214 |  $RIVN | Rivian Automotive, Inc. / DE | $291,202 | 0.0% | +0% | 36 |
| 215 | — | Select Sector Health Care SPDR ETF - ETF | $290,982 | 0.0% | +0% | — |
| 216 |  $SHEL | Shell plc | $287,750 | 0.0% | +0% | — |
| 217 |  $NVO | NOVO NORDISK A S | $283,503 | 0.0% | -22% | — |
| 218 | — | SPDR Ssga Multi Asset Real Retur ETF - ETF | $279,930 | 0.0% | +7% | — |
| 219 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $278,151 | 0.0% | +0% | 60.9 |
| 220 |  $BTI | British American Tobacco p.l.c. | $274,708 | 0.0% | +3% | — |
| 221 |  $VIAV | VIAVI SOLUTIONS INC. | $269,835 | 0.0% | NEW | 42.9 |
| 222 |  $QCOM | QUALCOMM INC/DE | $262,963 | 0.0% | NEW | 81.9 |
| 223 | — | iShares Morningstar US Equity ETF - ETF | $262,856 | 0.0% | +0% | — |
| 224 | — | iShares S&P Mid Cap 400 Value ETF - ETF | $261,038 | 0.0% | +2% | — |
| 225 |  $CVS | CVS HEALTH Corp | $258,418 | 0.0% | NEW | 51.3 |
| 226 |  $F | FORD MOTOR CO | $252,553 | 0.0% | -1% | 58.5 |
| 227 | — | SPDR Bloomberg 1 3 MNTH T BLL ETF - ETF | $247,519 | 0.0% | -21% | — |
| 228 |  $MGNI | MAGNITE, INC. | $246,740 | 0.0% | +0% | 42.6 |
| 229 |  $SNPS | SYNOPSYS INC | $246,676 | 0.0% | -1% | 63.1 |
| 230 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $245,084 | 0.0% | +1% | 60.5 |
| 231 |  $CLX | CLOROX CO /DE/ | $239,187 | 0.0% | -28% | 63.5 |
| 232 |  $IAU | ISHARES GOLD TRUST | $237,554 | 0.0% | -12% | — |
| 233 |  $GLDM | World Gold Trust | $235,400 | 0.0% | +0% | — |
| 234 | $IVZ | Invesco Ltd. | $235,093 | 0.0% | NEW | — |
| 235 |  $UPS | UNITED PARCEL SERVICE INC | $232,522 | 0.0% | -6% | 58.2 |
| 236 | — | Amplify Ai Powered Equity ETF - ETF | $229,648 | 0.0% | -14% | — |
| 237 |  $MDLZ | Mondelez International, Inc. | $229,642 | 0.0% | +1% | 53.9 |
| 238 | — | Vanguard Mid Cap ETF - ETF | $229,279 | 0.0% | NEW | — |
| 239 | $IVZ | Invesco Ltd. | $228,949 | 0.0% | +0% | — |
| 240 |  $ED | CONSOLIDATED EDISON INC | $227,455 | 0.0% | +0% | 71.6 |
| 241 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $226,337 | 0.0% | -5% | 71.5 |
| 242 |  $CVBF | CVB FINANCIAL CORP | $225,500 | 0.0% | +0% | — |
| 243 |  $ORLY | O REILLY AUTOMOTIVE INC | $223,686 | 0.0% | NEW | 72.7 |
| 244 |  $CI | Cigna Group | $223,576 | 0.0% | +0% | 66.8 |
| 245 |  $EW | Edwards Lifesciences Corp | $221,898 | 0.0% | NEW | 67.6 |
| 246 |  $CSCO | CISCO SYSTEMS, INC. | $219,226 | 0.0% | NEW | 72.3 |
| 247 | $IVZ | Invesco Ltd. | $217,583 | 0.0% | NEW | — |
| 248 |  $MOG-A | MOOG INC. | $213,580 | 0.0% | NEW | 66.2 |
| 249 | — | iShares Core US REIT ETF - ETF | $213,306 | 0.0% | NEW | — |
| 250 |  $SYF | Synchrony Financial | $211,951 | 0.0% | NEW | — |
| 251 |  $COHR | COHERENT CORP. | $211,830 | 0.0% | NEW | 64 |
| 252 | — | VGRD Itc ETF DV - ETF | $209,435 | 0.0% | -3% | — |
| 253 |  $NOK | NOKIA CORP | $207,752 | 0.0% | +2% | — |
| 254 |  $CL | COLGATE PALMOLIVE CO | $207,655 | 0.0% | NEW | 72.4 |
| 255 | — | SPDR S&P 600 Small Cap Value E TF - Common Stock | $205,999 | 0.0% | NEW | — |
| 256 |  $UBER | Uber Technologies, Inc | $204,429 | 0.0% | NEW | 79.3 |
| 257 | — | iShares Russell 1000 Value ETF - ETF | $201,515 | 0.0% | NEW | — |
| 258 | — | ProShares Ultra S&P 500 ETF - ETF | $200,901 | 0.0% | NEW | — |
| 259 |  $NTHI | NEONC TECHNOLOGIES HOLDINGS, INC. | $67,950 | 0.0% | +0% | — |
New Positions (25)
$INTC INTEL CORP$731,094$LOW LOWES COMPANIES INC$483,975$BMY BRISTOL MYERS SQUIBB CO$424,408$BE Bloom Energy Corp$415,001 Vanguard California Tax-Exempt Bond ETF - ETF$403,909
$MFC MANULIFE FINANCIAL CORP$396,187$FRT FEDERAL REALTY INVESTMENT TRUST$366,493$MSI Motorola Solutions, Inc.$321,019 FRST TR Clfrna MNCPL HGH Incm ETF - ETF$301,637
$VIAV VIAVI SOLUTIONS INC.$269,835$QCOM QUALCOMM INC/DE$262,963$CVS CVS HEALTH Corp$258,418 Vanguard Mid Cap ETF - ETF$229,279
$ORLY O REILLY AUTOMOTIVE INC$223,686$EW Edwards Lifesciences Corp$221,898
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