Sterling Investment Advisors, Ltd.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1701132
Institutional-grade research for retail investors
13F Reported Value
ⓘ$552.4M
Holdings
212
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Sterling Investment Advisors, Ltd. disclosed 212 positions worth $552.4M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 6.1% of the equity portfolio. During the quarter the fund opened 15 new positions and exited 13 — including a new stake in $CAST and a full exit from $GIS. The portfolio is most concentrated in Other (35.2% of disclosed assets). All figures are sourced directly from Sterling Investment Advisors, Ltd.’s Form 13F-HR filing with the SEC under CIK 1701132.
AI Fund Analysis
Stable
$AAPL6.1% weight
Held 9 quarters
iShares Flexible Income Ac
3.8% weight
Held 9 quarters
$GOOG2.7% weight
Held 9 quarters
$AMZN2.7% weight
Held 9 quarters
$NVDA2.5% weight
Held 9 quarters
Alerian MLP ETF
8 quarters accumulating
$META8 quarters accumulating
$CSCO8 quarters accumulating
$DOV8 quarters accumulating
iShares Core MSCI EAFE ETF
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$33.6M132,495 sh JPMorgan Flexible Debt ETF
—Quality
$21.5M433,541 shiShares Flexible Income Active ETF
—Quality
$20.8M266,000 sh- 80.2
Quality
$15.1M52,480 sh - 74.6
Quality
$15.0M72,218 sh - 90.2
Quality
$14.1M80,639 sh - 74.6
Quality
$14.0M418,709 sh VanEck Gold Miners ETF
—Quality
$12.5M136,338 sh- 77.6
Quality
$12.4M144,023 sh - —
Quality
$10.8M114,915 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $33.6M | 132,495 |
| JPMorgan Flexible Debt ETF | — | $21.5M | 433,541 |
| iShares Flexible Income Active ETF | — | $20.8M | 266,000 |
| Alphabet Inc.$GOOG | 80.2 | $15.1M | 52,480 |
| AMAZON COM INC$AMZN | 74.6 | $15.0M | 72,218 |
| NVIDIA CORP$NVDA | 90.2 | $14.1M | 80,639 |
 KINDER MORGAN, INC.$KMI | 74.6 | $14.0M | 418,709 |
| VanEck Gold Miners ETF | — | $12.5M | 136,338 |
 GLOBUS MEDICAL INC$GMED | 77.6 | $12.4M | 144,023 |
 SPDR GOLD TRUST$GLD | — | $10.8M | 114,915 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sterling Investment Advisors, Ltd.'s 212 positions.
Showing top 10 of 212 holdings.
Sector Allocation
Other
$194.2M
Technology
$122.6M
Financials
$61.4M
Consumer Discretionary
$42.8M
Healthcare
$42.1M
Industrials
$32.2M
Energy
$29.4M
Consumer Staples
$11.5M
Full Holdings — Sterling Investment Advisors, Ltd. (Q1 2026)
All 212 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. | $33.6M | 6.1% | -2% | 76.1 |
| 2 | — | JPMorgan Flexible Debt ETF | $21.5M | 3.9% | +5% | — |
| 3 | — | iShares Flexible Income Active ETF | $20.8M | 3.8% | +272% | — |
| 4 | $GOOG | Alphabet Inc. | $15.1M | 2.7% | -5% | 80.2 |
| 5 | $AMZN | AMAZON COM INC | $15.0M | 2.7% | -0% | 74.6 |
| 6 | $NVDA | NVIDIA CORP | $14.1M | 2.5% | -0% | 90.2 |
| 7 | $KMI | KINDER MORGAN, INC. | $14.0M | 2.5% | -7% | 74.6 |
| 8 | — | VanEck Gold Miners ETF | $12.5M | 2.3% | -9% | — |
| 9 | $GMED | GLOBUS MEDICAL INC | $12.4M | 2.3% | +0% | 77.6 |
| 10 | $GLD | SPDR GOLD TRUST | $10.8M | 2.0% | -10% | — |
| 11 |  $MSFT | MICROSOFT CORP | $10.7M | 1.9% | +11% | 83.7 |
| 12 | — | iShares Core S&P Small-Cap ETF | $10.0M | 1.8% | -2% | — |
| 13 |  $CRWD | CrowdStrike Holdings, Inc. | $9.6M | 1.7% | +6% | 55 |
| 14 |  $COST | COSTCO WHOLESALE CORP /NEW | $9.3M | 1.7% | -1% | 67 |
| 15 |  $GS | GOLDMAN SACHS GROUP INC | $9.1M | 1.6% | -5% | — |
| 16 |  $LMT | LOCKHEED MARTIN CORP | $8.2M | 1.5% | -10% | 65 |
| 17 | — | JPMorgan Equity Premium Income ETF | $8.0M | 1.5% | +8% | — |
| 18 |  $UTG | REAVES UTILITY INCOME FUND | $7.6M | 1.4% | +2% | — |
| 19 | — | Alerian MLP ETF | $7.3M | 1.3% | +10% | — |
| 20 |  $JPM | JPMORGAN CHASE & CO | $6.8M | 1.2% | -5% | 35.6 |
| 21 |  $HD | HOME DEPOT, INC. | $6.6M | 1.2% | -1% | 69.2 |
| 22 |  $JNJ | JOHNSON & JOHNSON | $6.5M | 1.2% | +0% | 72.8 |
| 23 |  $XOM | EXXON MOBIL CORP | $6.5M | 1.2% | -3% | 61.8 |
| 24 |  $CVX | CHEVRON CORP | $6.4M | 1.2% | -2% | 54.7 |
| 25 |  $V | VISA INC. | $6.4M | 1.2% | -2% | 83.5 |
| 26 | — | VanEck BDC Income ETF | $6.3M | 1.1% | +46% | — |
| 27 |  $WMT | Walmart Inc. | $6.1M | 1.1% | -0% | 63.2 |
| 28 |  $KKR | KKR & Co. Inc. | $5.8M | 1.1% | +11% | 49.8 |
| 29 |  $VRT | Vertiv Holdings Co | $5.7M | 1.0% | +2% | 82.7 |
| 30 | — | JPMorgan International Hedged Equity ETF | $5.5M | 1.0% | +6% | — |
| 31 | $META | Meta Platforms, Inc. | $5.5M | 1.0% | +1% | 80.9 |
| 32 | — | iShares S&P National Muni Bond ETF | $5.4M | 1.0% | +18% | — |
| 33 |  $GOOGL | Alphabet Inc. | $5.1M | 0.9% | -5% | 80.2 |
| 34 | — | SPDR Bloomberg Convertible Securities ETF | $5.0M | 0.9% | +0% | — |
| 35 | — | VanEck Rare Earth & Strategic Metals ETF | $4.6M | 0.8% | +30% | — |
| 36 |  $PLTR | Palantir Technologies Inc. | $4.6M | 0.8% | +35% | 85.8 |
| 37 |  $AMGN | AMGEN INC | $4.5M | 0.8% | -3% | 79.5 |
| 38 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.5M | 0.8% | -1% | 64.5 |
| 39 | — | Tema Heart & Health ETF | $4.4M | 0.8% | -3% | — |
| 40 | — | VanEck Morningstar Wide Moat ETF | $4.3M | 0.8% | -5% | — |
| 41 |  $TFC | TRUIST FINANCIAL CORP | $4.2M | 0.8% | -3% | — |
| 42 | — | Global X Robotics & A.I. ETF | $4.1M | 0.8% | +2% | — |
| 43 |  $DE | DEERE & CO | $4.1M | 0.7% | -6% | 57.4 |
| 44 |  $TSLA | Tesla, Inc. | $4.1M | 0.7% | -0% | 50.1 |
| 45 |  $HON | HONEYWELL INTERNATIONAL INC | $3.9M | 0.7% | +5% | 65.7 |
| 46 | — | Invesco S&P 500 Equal Weight ETF | $3.9M | 0.7% | -1% | — |
| 47 | — | VanEck Uranium & Nuclear ETF | $3.9M | 0.7% | +10% | — |
| 48 | — | Vanguard Utilities ETF | $3.7M | 0.7% | -1% | — |
| 49 |  $BX | Blackstone Inc. | $3.6M | 0.7% | +61% | 68 |
| 50 |  $CAH | CARDINAL HEALTH INC | $3.5M | 0.6% | -7% | 58.6 |
| 51 |  $PFE | PFIZER INC | $3.5M | 0.6% | +28% | 69 |
| 52 |  $SHOP | SHOPIFY INC. | $3.3M | 0.6% | -4% | — |
| 53 |  $BLK | BlackRock, Inc. | $3.2M | 0.6% | -0% | 70.3 |
| 54 |  $MRK | Merck & Co., Inc. | $3.1M | 0.6% | -1% | 70.9 |
| 55 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $3.1M | 0.6% | +2% | 63.2 |
| 56 |  $CMI | CUMMINS INC | $3.1M | 0.6% | -4% | 58.9 |
| 57 |  $MOS | MOSAIC CO | $3.0M | 0.5% | -3% | 54.3 |
| 58 |  $SCHW | SCHWAB CHARLES CORP | $3.0M | 0.5% | -0% | 77.2 |
| 59 |  $LOW | LOWES COMPANIES INC | $2.9M | 0.5% | -0% | 63.5 |
| 60 | — | iShares US Preferred Stock ETF | $2.9M | 0.5% | +3% | — |
| 61 |  $PG | PROCTER & GAMBLE Co | $2.8M | 0.5% | -1% | 72.9 |
| 62 | — | PIMCO Municipal Income Opportunities Active ETF | $2.6M | 0.5% | +58% | — |
| 63 | — | SPDR Mid Cap ETF | $2.6M | 0.5% | +11% | — |
| 64 |  $ETN | Eaton Corp plc | $2.6M | 0.5% | -2% | — |
| 65 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $2.5M | 0.5% | -1% | — |
| 66 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $2.4M | 0.4% | -7% | 75.1 |
| 67 | — | PIMCO Intermediate Muni Bond Active ETF | $2.4M | 0.4% | +26% | — |
| 68 | — | JPMorgan Ultra-Short Income ETF | $2.3M | 0.4% | +306% | — |
| 69 |  $SPY | SPDR S&P 500 ETF TRUST | $2.1M | 0.4% | -1% | — |
| 70 |  $LLY | ELI LILLY & Co | $2.0M | 0.4% | +0% | 89.3 |
| 71 |  $PEP | PEPSICO INC | $2.0M | 0.4% | +4% | 62.7 |
| 72 |  $EMR | EMERSON ELECTRIC CO | $1.9M | 0.3% | +6% | 65.9 |
| 73 | $CSCO | CISCO SYSTEMS, INC. | $1.9M | 0.3% | +11% | 72.3 |
| 74 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.9M | 0.3% | -2% | 69.8 |
| 75 |  $MDT | Medtronic plc | $1.9M | 0.3% | -4% | — |
| 76 |  $MCD | MCDONALDS CORP | $1.8M | 0.3% | +1% | 73.9 |
| 77 |  $CAST | FreeCast, Inc. | $1.8M | 0.3% | NEW | — |
| 78 |  $GLW | CORNING INC /NY | $1.7M | 0.3% | -4% | 72.7 |
| 79 |  $ZS | Zscaler, Inc. | $1.7M | 0.3% | +8% | 57.9 |
| 80 |  $KO | COCA COLA CO | $1.5M | 0.3% | -1% | 74 |
| 81 | — | JP Morgan Municipal ETF | $1.5M | 0.3% | +93% | — |
| 82 | — | VanEck Semiconductor ETF | $1.5M | 0.3% | -7% | — |
| 83 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.5M | 0.3% | -6% | — |
| 84 | — | iShares Core MSCI EAFE ETF | $1.5M | 0.3% | +0% | — |
| 85 | — | JPMorgan Active Bond ETF | $1.3M | 0.2% | +0% | — |
| 86 |  $CAT | CATERPILLAR INC | $1.3M | 0.2% | -1% | 67.8 |
| 87 | — | JPMorgan Core Plus Bond ETF | $1.3M | 0.2% | +2% | — |
| 88 |  $PAYX | PAYCHEX INC | $1.2M | 0.2% | -11% | 75.1 |
| 89 | — | iShares MSCI Emerging Markets Index Fund ETF | $1.2M | 0.2% | +0% | — |
| 90 |  $ABT | ABBOTT LABORATORIES | $1.2M | 0.2% | -5% | 67 |
| 91 | — | JPMorgan Nasdaq Equity Premium Income ETF | $1.2M | 0.2% | -3% | — |
| 92 | — | SPDR S&P 500 Growth ETF | $1.2M | 0.2% | +0% | — |
| 93 |  $ALPS | Alps Group Inc | $1.2M | 0.2% | +50% | — |
| 94 | — | First Trust Mid Cap Core AlphaDEX ETF | $1.1M | 0.2% | -11% | — |
| 95 |  $ORCL | ORACLE CORP | $1.1M | 0.2% | -29% | 67.2 |
| 96 |  $RTX | RTX Corp | $1.1M | 0.2% | +2% | 70 |
| 97 |  $PPL | PPL Corp | $1.0M | 0.2% | +1% | 70.3 |
| 98 |  $WTRG | Essential Utilities, Inc. | $1.0M | 0.2% | -4% | 70.9 |
| 99 |  $SYK | STRYKER CORP | $1.0M | 0.2% | -2% | 69.8 |
| 100 | — | Energy Select Sector SPDR ETF | $1.0M | 0.2% | -0% | — |
| 101 |  $IBIT | iShares Bitcoin Trust ETF | $1.0M | 0.2% | -28% | — |
| 102 |  $MDLZ | Mondelez International, Inc. | $1.0M | 0.2% | -9% | 53.9 |
| 103 | — | VanEck Junior Gold Miners ETF | $1.0M | 0.2% | -13% | — |
| 104 |  $TJX | TJX COMPANIES INC /DE/ | $903,104 | 0.2% | +2% | 70.7 |
| 105 | — | Vanguard Total Stock Market Index ETF | $902,282 | 0.2% | +1% | — |
| 106 | — | Vanguard Dividend Appreciation ETF | $891,596 | 0.2% | +0% | — |
| 107 |  $LRCX | LAM RESEARCH CORP | $882,320 | 0.2% | +2% | 82.4 |
| 108 |  $AVGO | Broadcom Inc. | $851,643 | 0.1% | +2% | 86.4 |
| 109 |  $ENB | ENBRIDGE INC | $845,667 | 0.1% | -3% | — |
| 110 |  $MSTR | Strategy Inc | $824,054 | 0.1% | +24% | 25.4 |
| 111 | — | Inspire 100 ETF | $787,405 | 0.1% | -3% | — |
| 112 | — | Inspire 500 ETF | $770,457 | 0.1% | +0% | — |
| 113 | — | First Trust Large Cap Core AlphaDEX ETF | $769,852 | 0.1% | +0% | — |
| 114 |  $NFLX | NETFLIX INC | $748,050 | 0.1% | -7% | 86.7 |
| 115 | — | iShares Core S&P 500 ETF | $737,474 | 0.1% | +0% | — |
| 116 |  $AMD | ADVANCED MICRO DEVICES INC | $737,027 | 0.1% | +1% | 78.8 |
| 117 |  $BXSL | Blackstone Secured Lending Fund | $709,989 | 0.1% | +167% | — |
| 118 |  $COP | CONOCOPHILLIPS | $695,640 | 0.1% | +0% | 74.8 |
| 119 | — | iShares S&P Mid Cap 400 Index ETF | $695,221 | 0.1% | +0% | — |
| 120 | — | iShares iBonds Dec 2032 Term Corp. ETF | $652,598 | 0.1% | +5% | — |
| 121 |  $PSA | Public Storage | $650,925 | 0.1% | -17% | 73.9 |
| 122 | — | Vanguard Emerging Markets Stock Index ETF | $639,315 | 0.1% | -3% | — |
| 123 | — | Vanguard S&P 500 ETF | $633,620 | 0.1% | +3% | — |
| 124 |  $IDXX | IDEXX LABORATORIES INC /DE | $618,079 | 0.1% | +0% | 73.6 |
| 125 | — | iShares iBonds Dec 2033 Term Corp. ETF | $613,679 | 0.1% | +4% | — |
| 126 | — | Inspire International ETF | $583,284 | 0.1% | +0% | — |
| 127 |  $ACN | Accenture plc | $577,420 | 0.1% | NEW | — |
| 128 | — | Inspire Small/Mid Cap ETF | $571,571 | 0.1% | +0% | — |
| 129 |  $INTC | INTEL CORP | $571,541 | 0.1% | -4% | 41.5 |
| 130 |  $AXP | AMERICAN EXPRESS CO | $566,584 | 0.1% | +0% | 73.2 |
| 131 | — | Schwab U.S. Dividend Equity ETF | $562,336 | 0.1% | +0% | — |
| 132 | — | Vanguard Growth Index ETF | $553,858 | 0.1% | +0% | — |
| 133 | $DOV | DOVER Corp | $544,483 | 0.1% | +8% | 63.1 |
| 134 | — | SPDR Aerospace & Defense ETF | $543,517 | 0.1% | +0% | — |
| 135 | — | Schwab International Equity ETF | $524,718 | 0.1% | +1% | — |
| 136 | — | iShares U.S. Home Construction ETF | $513,514 | 0.1% | -5% | — |
| 137 | — | Janus Henderson AAA CLO ETF | $498,159 | 0.1% | +0% | — |
| 138 | — | Vanguard California Muni ETF | $495,400 | 0.1% | NEW | — |
| 139 |  $MMM | 3M CO | $493,805 | 0.1% | +3% | 60.7 |
| 140 |  $PWR | QUANTA SERVICES, INC. | $491,373 | 0.1% | +0% | 62.6 |
| 141 |  $CCZ | COMCAST CORP | $490,272 | 0.1% | -27% | 70.4 |
| 142 | — | Inspire Global Hope ETF | $484,567 | 0.1% | -5% | — |
| 143 | — | Vanguard Total Bond Market Index ETF | $482,342 | 0.1% | +0% | — |
| 144 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $459,154 | 0.1% | -5% | 66.7 |
| 145 |  $APD | Air Products & Chemicals, Inc. | $454,326 | 0.1% | -25% | 41.2 |
| 146 | — | iShares Cohen & Steers REIT ETF | $446,227 | 0.1% | -2% | — |
| 147 |  $FSLR | FIRST SOLAR, INC. | $445,808 | 0.1% | -6% | 73.8 |
| 148 |  $PSX | Phillips 66 | $441,604 | 0.1% | +0% | 47.6 |
| 149 |  $MO | ALTRIA GROUP, INC. | $437,439 | 0.1% | +0% | 72.1 |
| 150 |  $WM | WASTE MANAGEMENT INC | $434,192 | 0.1% | +0% | 70.7 |
| 151 |  $UNH | UNITEDHEALTH GROUP INC | $409,312 | 0.1% | -10% | 66.8 |
| 152 |  $ALAB | Astera Labs, Inc. | $408,260 | 0.1% | +84% | 77.7 |
| 153 | — | iShares iBonds Dec 2031 Term Corp. ETF | $405,728 | 0.1% | +0% | — |
| 154 |  $DIS | Walt Disney Co | $401,783 | 0.1% | -19% | 68.9 |
| 155 |  $IAU | ISHARES GOLD TRUST | $383,672 | 0.1% | +0% | — |
| 156 | — | Capital Group US Small & Midcap | $379,331 | 0.1% | NEW | — |
| 157 |  $DOCN | DigitalOcean Holdings, Inc. | $377,432 | 0.1% | +0% | 73.7 |
| 158 | — | Vanguard Value Index ETF | $377,143 | 0.1% | +0% | — |
| 159 | — | T Rowe Price US Equity Research ETF | $367,078 | 0.1% | +6% | — |
| 160 | — | Fidelity Crypto Industry & Digital Payments ETF | $366,644 | 0.1% | +56% | — |
| 161 |  $NET | Cloudflare, Inc. | $364,809 | 0.1% | -12% | 52.6 |
| 162 | — | iShares MSCI Kld Social Index ETF | $363,570 | 0.1% | +0% | — |
| 163 | — | Capital Group Core Plus Income ETF | $360,143 | 0.1% | +4% | — |
| 164 |  $VERX | Vertex, Inc. | $350,398 | 0.1% | +0% | 49.8 |
| 165 |  $FDX | FEDEX CORP | $338,015 | 0.1% | +9% | 60.3 |
| 166 | — | Vanguard Developed Markets Index ETF | $333,259 | 0.1% | +0% | — |
| 167 | — | Vanguard Core Tax Exempt Bond | $318,636 | 0.1% | +30% | — |
| 168 |  $GME | GameStop Corp. | $315,395 | 0.1% | +0% | 60.6 |
| 169 |  $ETHA | iShares Ethereum Trust ETF | $313,038 | 0.1% | -35% | — |
| 170 | — | Global X S&P 500 Catholic Values ETF | $301,659 | 0.1% | +0% | — |
| 171 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $300,954 | 0.1% | +6% | 60.5 |
| 172 | — | Deutsch X-Trackers MSCI EAFE ETF | $300,747 | 0.1% | +0% | — |
| 173 |  $BP | BP PLC | $299,672 | 0.1% | +8% | — |
| 174 |  $CEG | Constellation Energy Corp | $298,249 | 0.1% | +0% | 62.5 |
| 175 |  $BAC | BANK OF AMERICA CORP /DE/ | $293,329 | 0.1% | +0% | 68.4 |
| 176 | — | First Trust Alerian US NextGen Infrastructure ETF | $291,701 | 0.1% | NEW | — |
| 177 |  $BA | BOEING CO | $290,584 | 0.1% | +0% | 51.8 |
| 178 | — | First Resource Bank | $281,029 | 0.1% | +0% | — |
| 179 |  $PM | Philip Morris International Inc. | $272,811 | 0.1% | +0% | 80.5 |
| 180 | — | Invesco Global Listed Private Equity ETF | $265,644 | 0.1% | +0% | — |
| 181 |  $AMAT | APPLIED MATERIALS INC /DE | $265,229 | 0.1% | NEW | 74.8 |
| 182 | — | iShares iBonds Dec 2034 Term Corp. ETF | $263,597 | 0.1% | +0% | — |
| 183 | — | VanEck Alternative Asset Manager ETF | $257,700 | 0.1% | NEW | — |
| 184 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $255,242 | 0.1% | NEW | 66.4 |
| 185 | — | Vanguard Small Cap Index ETF | $251,216 | 0.1% | +3% | — |
| 186 | $META | Meta Platforms, Inc. | $243,701 | 0.0% | +0% | 80.9 |
| 187 |  $RIO | RIO TINTO PLC | $241,925 | 0.0% | +2% | — |
| 188 |  $DELL | Dell Technologies Inc. | $240,331 | 0.0% | NEW | 76 |
| 189 |  $HOOD | Robinhood Markets, Inc. | $239,639 | 0.0% | NEW | 75.8 |
| 190 |  $UL | UNILEVER PLC | $239,103 | 0.0% | +0% | — |
| 191 | — | Schwab U.S. Large-Cap ETF | $234,427 | 0.0% | +1% | — |
| 192 | — | Schwab U.S. Broad Market ETF | $231,673 | 0.0% | +2% | — |
| 193 |  $GILD | GILEAD SCIENCES, INC. | $230,964 | 0.0% | NEW | 77.8 |
| 194 |  $WELL | WELLTOWER INC. | $227,367 | 0.0% | -4% | 75.7 |
| 195 | — | iShares Russell 2000 ETF | $227,168 | 0.0% | +0% | — |
| 196 |  $MA | Mastercard Inc | $218,810 | 0.0% | +3% | 81.7 |
| 197 | — | First Trust Cloud Computing ETF | $218,720 | 0.0% | -18% | — |
| 198 |  $IMNM | Immunome Inc. | $216,907 | 0.0% | -10% | 5.8 |
| 199 | — | iShares iBonds Dec 2030 Term Corp. ETF | $216,383 | 0.0% | +2% | — |
| 200 |  $ZTS | Zoetis Inc. | $212,778 | 0.0% | +0% | 72.6 |
| 201 | — | Schwab Emerging Markets Equity ETF | $212,375 | 0.0% | NEW | — |
| 202 |  $RBRK | Rubrik, Inc. | $208,123 | 0.0% | NEW | 49.5 |
| 203 | — | Vanguard Extended Market Index Fund ETF | $205,800 | 0.0% | +0% | — |
| 204 |  $BABA | Alibaba Group Holding Ltd | $202,869 | 0.0% | +0% | — |
| 205 | — | iShares Russell Top 200 Growth ETF | $201,560 | 0.0% | +0% | — |
| 206 | — | Rolls-Royce Holdings | $200,460 | 0.0% | +0% | — |
| 207 |  $COLD | AMERICOLD REALTY TRUST | $176,771 | 0.0% | NEW | 37.1 |
| 208 |  $SBET | Sharplink, Inc. | $158,025 | 0.0% | NEW | 38.1 |
| 209 |  $F | FORD MOTOR CO | $133,864 | 0.0% | +0% | 58.5 |
| 210 |  $ANVS | Annovis Bio, Inc. | $52,218 | 0.0% | +0% | — |
| 211 |  $PRME | Prime Medicine, Inc. | $46,632 | 0.0% | +0% | 11.2 |
| 212 | — | Tetra Bio-Pharma, Inc. | $0 | 0.0% | +0% | — |
New Positions (15)
$CAST FreeCast, Inc.$1.8M$ACN Accenture plc$577,420 Vanguard California Muni ETF$495,400
Capital Group US Small & Midcap$379,331
First Trust Alerian US NextGen Infrastructure ETF$291,701
$AMAT APPLIED MATERIALS INC /DE$265,229 VanEck Alternative Asset Manager ETF$257,700
$EPD ENTERPRISE PRODUCTS PARTNERS L.P.$255,242$DELL Dell Technologies Inc.$240,331$HOOD Robinhood Markets, Inc.$239,639$GILD GILEAD SCIENCES, INC.$230,964 Schwab Emerging Markets Equity ETF$212,375
$RBRK Rubrik, Inc.$208,123$COLD AMERICOLD REALTY TRUST$176,771$SBET Sharplink, Inc.$158,025Exited Positions (13)
$GIS GENERAL MILLS INC
$AUR Aurora Innovation, Inc.
$CRM Salesforce, Inc.
$CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD
$ADBE ADOBE INC.
$DLR DIGITAL REALTY TRUST, INC.
$TEL TE Connectivity plc
$BAH Booz Allen Hamilton Holding Corp
$MRVL Marvell Technology, Inc.
$UBER Uber Technologies, Inc
$CRDO Credo Technology Group Holding Ltd Aden Solutions, Inc. XXX
Quantum Materials Co
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