Financial Partners Group, Inc
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1731169
Institutional-grade research for retail investors
13F Reported Value
ⓘ$835.9M
Holdings
227
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Financial Partners Group, Inc disclosed 227 positions worth $835.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 6 new positions and exited 10. The portfolio is most concentrated in Other (74.1% of disclosed assets). All figures are sourced directly from Financial Partners Group, Inc’s Form 13F-HR filing with the SEC under CIK 1731169.
AI Fund Analysis
StableISHARES TR
9.6% weight
Held 9 quarters
AMERICAN CENTY ETF TR
5.2% weight
Held 9 quarters
$SPY4.7% weight
Held 9 quarters
FIRST TR EXCHANGE TRADED F
4.4% weight
Held 9 quarters
ISHARES TR
4.3% weight
Held 9 quarters
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
FIRST TR EXCHANGE-TRADED A
8 quarters accumulating
ISHARES TR
7 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$80.4M123,137 shAMERICAN CENTY ETF TR
—Quality
$43.3M391,650 sh- —
Quality
$39.3M60,437 sh FIRST TR EXCHANGE TRADED FD
—Quality
$37.1M543,025 shISHARES TR
—Quality
$36.0M113,101 sh- —
Quality
$31.7M133,367 sh ISHARES TR
—Quality
$25.7M482,095 shISHARES TR
—Quality
$25.6M179,507 sh- 76.1
Quality
$24.9M98,290 sh FIDELITY COVINGTON TRUST
—Quality
$22.0M105,511 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $80.4M | 123,137 |
| AMERICAN CENTY ETF TR | — | $43.3M | 391,650 |
| SPDR S&P 500 ETF TRUST$SPY | — | $39.3M | 60,437 |
| FIRST TR EXCHANGE TRADED FD | — | $37.1M | 543,025 |
| ISHARES TR | — | $36.0M | 113,101 |
 Invesco Ltd.$IVZ | — | $31.7M | 133,367 |
| ISHARES TR | — | $25.7M | 482,095 |
| ISHARES TR | — | $25.6M | 179,507 |
 Apple Inc.$AAPL | 76.1 | $24.9M | 98,290 |
| FIDELITY COVINGTON TRUST | — | $22.0M | 105,511 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Financial Partners Group, Inc's 227 positions.
Showing top 10 of 227 holdings.
Sector Allocation
Other
$619.4M
Financials
$92.8M
Technology
$81.4M
Consumer Discretionary
$19.1M
Industrials
$11.1M
Healthcare
$3.4M
Energy
$3.0M
Utilities
$2.4M
Full Holdings — Financial Partners Group, Inc (Q1 2026)
All 227 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 | — | ISHARES TR | $80.4M | 9.6% | +2% | — |
| 2 | — | AMERICAN CENTY ETF TR | $43.3M | 5.2% | +0% | — |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $39.3M | 4.7% | -0% | — |
| 4 | — | FIRST TR EXCHANGE TRADED FD | $37.1M | 4.4% | +1% | — |
| 5 | — | ISHARES TR | $36.0M | 4.3% | -0% | — |
| 6 | $IVZ | Invesco Ltd. | $31.7M | 3.8% | +0% | — |
| 7 | — | ISHARES TR | $25.7M | 3.1% | +1% | — |
| 8 | — | ISHARES TR | $25.6M | 3.1% | +0% | — |
| 9 | $AAPL | Apple Inc. | $24.9M | 3.0% | -1% | 76.1 |
| 10 | — | FIDELITY COVINGTON TRUST | $22.0M | 2.6% | +0% | — |
| 11 | — | ISHARES TR | $20.6M | 2.5% | +3% | — |
| 12 | — | ISHARES TR | $16.7M | 2.0% | -0% | — |
| 13 | — | ISHARES TR | $16.5M | 2.0% | +1% | — |
| 14 |  $MSFT | MICROSOFT CORP | $16.5M | 2.0% | +1% | 83.7 |
| 15 | — | ISHARES TR | $15.9M | 1.9% | -0% | — |
| 16 |  $GOOG | Alphabet Inc. | $15.7M | 1.9% | -0% | 80.2 |
| 17 | — | J P MORGAN EXCHANGE TRADED F | $15.3M | 1.8% | +5% | — |
| 18 | $IVZ | Invesco Ltd. | $14.9M | 1.8% | +2% | — |
| 19 |  $AMZN | AMAZON COM INC | $14.3M | 1.7% | +1% | 74.6 |
| 20 | — | PACER FDS TR | $13.4M | 1.6% | -2% | — |
| 21 | $IVZ | Invesco Ltd. | $11.3M | 1.4% | NEW | — |
| 22 | — | FIRST TR EXCH TRADED FD III | $11.3M | 1.4% | +5% | — |
| 23 | — | VANGUARD WELLINGTON FD | $10.4M | 1.2% | +7% | — |
| 24 | — | ISHARES TR | $9.9M | 1.2% | +15% | — |
| 25 | — | ISHARES INC | $9.8M | 1.2% | +12% | — |
| 26 | — | GLOBAL X FDS | $9.4M | 1.1% | -1% | — |
| 27 | $IVZ | Invesco Ltd. | $8.7M | 1.0% | +4% | — |
| 28 |  $NVDA | NVIDIA CORP | $8.6M | 1.0% | +1% | 90.2 |
| 29 |  $GOOGL | Alphabet Inc. | $7.6M | 0.9% | -0% | 80.2 |
| 30 | — | SCHWAB STRATEGIC TR | $7.3M | 0.9% | +2% | — |
| 31 | — | SPDR SERIES TRUST | $6.6M | 0.8% | -4% | — |
| 32 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.4M | 0.8% | -0% | — |
| 33 | — | RBB FUND TRUST | $6.4M | 0.8% | +36% | — |
| 34 | $IVZ | Invesco Ltd. | $5.7M | 0.7% | +1% | — |
| 35 | — | ISHARES TR | $5.7M | 0.7% | -2% | — |
| 36 | — | FIDELITY COVINGTON TRUST | $5.2M | 0.6% | +34% | — |
| 37 | — | FIDELITY COVINGTON TRUST | $5.2M | 0.6% | +1% | — |
| 38 | — | SPDR SERIES TRUST | $4.9M | 0.6% | +16% | — |
| 39 | — | ISHARES TR | $4.8M | 0.6% | +2% | — |
| 40 | $IVZ | Invesco Ltd. | $4.5M | 0.5% | -2% | — |
| 41 | — | BNY MELLON ETF TRUST II | $3.8M | 0.5% | +38% | — |
| 42 | — | VANECK ETF TRUST | $3.8M | 0.5% | -5% | — |
| 43 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $3.7M | 0.5% | -0% | — |
| 44 | — | FIDELITY COVINGTON TRUST | $3.7M | 0.5% | -2% | — |
| 45 | — | TORTOISE CAPITAL SERIES TRUS | $3.7M | 0.5% | +35% | — |
| 46 | — | J P MORGAN EXCHANGE TRADED F | $3.6M | 0.4% | +3% | — |
| 47 | — | JANUS DETROIT STR TR | $3.1M | 0.4% | -1% | — |
| 48 | — | ISHARES TR | $2.9M | 0.3% | -80% | — |
| 49 | — | SPDR SERIES TRUST | $2.8M | 0.3% | -0% | — |
| 50 |  $WMT | Walmart Inc. | $2.8M | 0.3% | +1% | 63.2 |
| 51 |  $META | Meta Platforms, Inc. | $2.6M | 0.3% | +1% | 80.9 |
| 52 | — | VANECK ETF TRUST | $2.6M | 0.3% | -6% | — |
| 53 | — | ISHARES TR | $2.5M | 0.3% | +0% | — |
| 54 | — | J P MORGAN EXCHANGE TRADED F | $2.5M | 0.3% | -15% | — |
| 55 | — | GLOBAL X FDS | $2.4M | 0.3% | +12% | — |
| 56 | — | AMERICAN CENTY ETF TR | $2.4M | 0.3% | +11% | — |
| 57 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.3M | 0.3% | -24% | 64.5 |
| 58 | — | GLOBAL X FDS | $2.2M | 0.3% | +9% | — |
| 59 | — | ISHARES TR | $2.1M | 0.3% | +23% | — |
| 60 | — | J P MORGAN EXCHANGE TRADED F | $2.1M | 0.3% | +2% | — |
| 61 | — | ISHARES TR | $2.0M | 0.2% | -0% | — |
| 62 | — | ISHARES TR | $1.9M | 0.2% | -0% | — |
| 63 | — | FIRST TR EXCHANGE-TRADED FD | $1.8M | 0.2% | +0% | — |
| 64 | — | PROSHARES TR | $1.8M | 0.2% | -54% | — |
| 65 |  $JPM | JPMORGAN CHASE & CO | $1.8M | 0.2% | +0% | 35.6 |
| 66 | — | ISHARES TR | $1.7M | 0.2% | -2% | — |
| 67 | — | ISHARES TR | $1.5M | 0.2% | -2% | — |
| 68 |  $TSLA | Tesla, Inc. | $1.5M | 0.2% | +2% | 50.1 |
| 69 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $1.5M | 0.2% | -3% | — |
| 70 | — | PIMCO ETF TR | $1.5M | 0.2% | +0% | — |
| 71 | — | EXCHANGE TRADED CONCEPTS TRU | $1.4M | 0.2% | -4% | — |
| 72 | — | ISHARES TR | $1.3M | 0.2% | +0% | — |
| 73 |  $WT | WisdomTree, Inc. | $1.3M | 0.2% | +3% | 62.9 |
| 74 | — | FIDELITY COMWLTH TR | $1.3M | 0.1% | -0% | — |
| 75 |  $GLD | SPDR GOLD TRUST | $1.3M | 0.1% | -18% | — |
| 76 | — | AMERICAN CENTY ETF TR | $1.2M | 0.1% | -45% | — |
| 77 | — | J P MORGAN EXCHANGE TRADED F | $1.2M | 0.1% | +1% | — |
| 78 | — | ISHARES TR | $1.2M | 0.1% | -1% | — |
| 79 |  $CAT | CATERPILLAR INC | $1.2M | 0.1% | -2% | 67.8 |
| 80 |  $PWR | QUANTA SERVICES, INC. | $1.1M | 0.1% | -27% | 62.6 |
| 81 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.1% | -41% | 67 |
| 82 |  $XOM | EXXON MOBIL CORP | $1.1M | 0.1% | +1% | 61.8 |
| 83 | — | SIMPLIFY EXCHANGE TRADED FUN | $1.1M | 0.1% | +17% | — |
| 84 |  $LLY | ELI LILLY & Co | $1.1M | 0.1% | +3% | 89.3 |
| 85 | — | VANGUARD INDEX FDS | $1.1M | 0.1% | -4% | — |
| 86 | — | VANGUARD SPECIALIZED FUNDS | $1.1M | 0.1% | -1% | — |
| 87 |  $EVRG | Evergy, Inc. | $1.0M | 0.1% | -1% | 56.2 |
| 88 | — | SELECT SECTOR SPDR TR | $1.0M | 0.1% | -1% | — |
| 89 |  $NEE | NEXTERA ENERGY INC | $1.0M | 0.1% | +0% | 71.7 |
| 90 | — | FIRST TR EXCHANGE-TRADED FD | $978,548 | 0.1% | +0% | — |
| 91 |  $UNP | UNION PACIFIC CORP | $973,652 | 0.1% | -0% | 74 |
| 92 |  $NFLX | NETFLIX INC | $957,775 | 0.1% | +1% | 86.7 |
| 93 | — | ISHARES TR | $931,442 | 0.1% | -1% | — |
| 94 | — | ISHARES TR | $923,030 | 0.1% | +25% | — |
| 95 | — | VANECK ETF TRUST | $922,552 | 0.1% | +126% | — |
| 96 | — | J P MORGAN EXCHANGE TRADED F | $899,038 | 0.1% | +84% | — |
| 97 |  $JNJ | JOHNSON & JOHNSON | $897,185 | 0.1% | +2% | 72.8 |
| 98 |  $CVX | CHEVRON CORP | $892,372 | 0.1% | +4% | 54.7 |
| 99 | — | ISHARES TR | $882,233 | 0.1% | +0% | — |
| 100 | — | ISHARES TR | $872,644 | 0.1% | +0% | — |
| 101 | — | ISHARES TR | $846,960 | 0.1% | +15% | — |
| 102 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $833,769 | 0.1% | -7% | — |
| 103 | — | NUSHARES ETF TR | $831,122 | 0.1% | +8% | — |
| 104 | — | VANGUARD WORLD FD | $829,589 | 0.1% | +1% | — |
| 105 | — | ISHARES TR | $822,520 | 0.1% | +6% | — |
| 106 |  $GS | GOLDMAN SACHS GROUP INC | $811,535 | 0.1% | +0% | — |
| 107 | — | VANECK ETF TRUST | $795,650 | 0.1% | +19% | — |
| 108 | — | SELECT SECTOR SPDR TR | $778,382 | 0.1% | +0% | — |
| 109 | — | VANGUARD SCOTTSDALE FDS | $760,225 | 0.1% | +25% | — |
| 110 | — | FIDELITY COVINGTON TRUST | $758,137 | 0.1% | -3% | — |
| 111 | — | ISHARES TR | $754,523 | 0.1% | +3% | — |
| 112 |  $CSCO | CISCO SYSTEMS, INC. | $747,450 | 0.1% | +0% | 72.3 |
| 113 | $IVZ | Invesco Ltd. | $735,930 | 0.1% | +0% | — |
| 114 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.1% | +0% | 64.5 |
| 115 | — | VANGUARD WELLINGTON FD | $703,682 | 0.1% | -0% | — |
| 116 | — | ISHARES TR | $703,335 | 0.1% | -2% | — |
| 117 |  $IAU | ISHARES GOLD TRUST | $701,985 | 0.1% | +19% | — |
| 118 | — | ISHARES TR | $686,466 | 0.1% | +0% | — |
| 119 | — | ISHARES TR | $685,031 | 0.1% | +1% | — |
| 120 |  $VRT | Vertiv Holdings Co | $648,001 | 0.1% | -5% | 82.7 |
| 121 |  $PG | PROCTER & GAMBLE Co | $637,647 | 0.1% | +9% | 72.9 |
| 122 |  $BX | Blackstone Inc. | $633,348 | 0.1% | +14% | 68 |
| 123 |  $RTX | RTX Corp | $620,179 | 0.1% | +0% | 70 |
| 124 |  $ORCL | ORACLE CORP | $616,142 | 0.1% | +0% | 67.2 |
| 125 |  $SLV | iShares Silver Trust | $606,709 | 0.1% | +13% | — |
| 126 | — | BLACKROCK ETF TRUST II | $599,058 | 0.1% | +5% | — |
| 127 | — | ISHARES TR | $598,460 | 0.1% | -2% | — |
| 128 | — | FIRST TR EXCHANGE-TRADED FD | $594,201 | 0.1% | +1% | — |
| 129 |  $MU | MICRON TECHNOLOGY INC | $575,527 | 0.1% | +8% | 88.4 |
| 130 |  $PLTR | Palantir Technologies Inc. | $574,975 | 0.1% | +3% | 85.8 |
| 131 | — | ISHARES TR | $567,972 | 0.1% | -1% | — |
| 132 |  $AMD | ADVANCED MICRO DEVICES INC | $540,411 | 0.1% | +25% | 78.8 |
| 133 | — | BONDBLOXX ETF TRUST | $534,559 | 0.1% | -23% | — |
| 134 |  $MCD | MCDONALDS CORP | $534,328 | 0.1% | +5% | 73.9 |
| 135 |  $MRK | Merck & Co., Inc. | $525,016 | 0.1% | +0% | 70.9 |
| 136 | — | FIRST TR EXCHANGE TRADED FD | $524,529 | 0.1% | +2% | — |
| 137 | — | ISHARES TR | $519,538 | 0.1% | -16% | — |
| 138 | — | VANGUARD INDEX FDS | $511,828 | 0.1% | -9% | — |
| 139 |  $SOFI | SoFi Technologies, Inc. | $509,492 | 0.1% | -26% | 53.8 |
| 140 | — | AMERICAN CENTY ETF TR | $508,941 | 0.1% | -0% | — |
| 141 | — | FIRST TR EXCH TRADED FD III | $508,413 | 0.1% | +0% | — |
| 142 | — | CAPITAL GROUP NEW GEOGRAPHY | $503,737 | 0.1% | NEW | — |
| 143 | — | VANGUARD INDEX FDS | $502,645 | 0.1% | -0% | — |
| 144 | — | SELECT SECTOR SPDR TR | $495,717 | 0.1% | -4% | — |
| 145 |  $VMC | Vulcan Materials CO | $491,130 | 0.1% | -7% | 66.6 |
| 146 | — | ISHARES U S ETF TR | $486,872 | 0.1% | +32% | — |
| 147 |  $ET | Energy Transfer LP | $479,365 | 0.1% | +1% | 64.5 |
| 148 |  $HODL | VanEck Bitcoin ETF | $469,571 | 0.1% | +20% | — |
| 149 | — | SELECT SECTOR SPDR TR | $450,621 | 0.1% | +0% | — |
| 150 |  $O | REALTY INCOME CORP | $449,496 | 0.1% | +8% | 74.6 |
| 151 | — | ISHARES INC | $447,522 | 0.1% | -0% | — |
| 152 |  $ABBV | AbbVie Inc. | $443,676 | 0.1% | -4% | 59.3 |
| 153 | — | ISHARES TR | $435,925 | 0.1% | +0% | — |
| 154 | — | ISHARES TR | $429,549 | 0.1% | +0% | — |
| 155 | — | INVESCO EXCH TRADED FD TR II | $413,647 | 0.1% | -90% | — |
| 156 | — | CAMBRIA ETF TR | $412,044 | 0.1% | -19% | — |
| 157 | — | SPDR SERIES TRUST | $401,748 | 0.1% | +17% | — |
| 158 | $IVZ | Invesco Ltd. | $397,940 | 0.1% | NEW | — |
| 159 | — | ISHARES TR | $386,600 | 0.1% | +2% | — |
| 160 |  $AVGO | Broadcom Inc. | $357,138 | 0.0% | +1% | 86.4 |
| 161 | — | FIRST TR EXCHANGE-TRADED FD | $356,040 | 0.0% | +0% | — |
| 162 | $IVZ | Invesco Ltd. | $354,647 | 0.0% | -8% | — |
| 163 |  $GD | GENERAL DYNAMICS CORP | $353,822 | 0.0% | +1% | 73 |
| 164 | — | ISHARES TR | $352,670 | 0.0% | -0% | — |
| 165 |  $URI | UNITED RENTALS, INC. | $348,735 | 0.0% | +1% | 70.7 |
| 166 | — | VANECK ETF TRUST | $345,907 | 0.0% | +0% | — |
| 167 | — | FIRST TR EXCHANGE-TRADED ALP | $340,634 | 0.0% | +0% | — |
| 168 |  $LMT | LOCKHEED MARTIN CORP | $339,910 | 0.0% | +1% | 65 |
| 169 | — | PACER FDS TR | $339,373 | 0.0% | -6% | — |
| 170 | — | NORTHERN LTS FD TR IV | $334,804 | 0.0% | +0% | — |
| 171 |  $HD | HOME DEPOT, INC. | $325,554 | 0.0% | +3% | 69.2 |
| 172 | — | ISHARES TR | $323,391 | 0.0% | -1% | — |
| 173 | — | SPDR SERIES TRUST | $315,637 | 0.0% | +0% | — |
| 174 |  $KO | COCA COLA CO | $314,586 | 0.0% | +0% | 74 |
| 175 | — | ISHARES TR | $309,431 | 0.0% | -2% | — |
| 176 |  $COP | CONOCOPHILLIPS | $305,920 | 0.0% | +0% | 74.8 |
| 177 | — | ISHARES TR | $303,542 | 0.0% | -49% | — |
| 178 |  $SO | SOUTHERN CO | $302,635 | 0.0% | +3% | 65.1 |
| 179 |  $AMAT | APPLIED MATERIALS INC /DE | $302,432 | 0.0% | -0% | 74.8 |
| 180 | — | FRANKLIN TEMPLETON ETF TR | $302,141 | 0.0% | NEW | — |
| 181 | — | VANGUARD SCOTTSDALE FDS | $299,690 | 0.0% | +0% | — |
| 182 | — | ISHARES TR | $297,530 | 0.0% | -6% | — |
| 183 |  $KKR | KKR & Co. Inc. | $288,147 | 0.0% | +29% | 49.8 |
| 184 | — | VANECK ETF TRUST | $287,842 | 0.0% | +1% | — |
| 185 | — | AMERICAN CENTY ETF TR | $285,792 | 0.0% | -5% | — |
| 186 |  $APO | Apollo Global Management, Inc. | $282,128 | 0.0% | +8% | 55.7 |
| 187 |  $BUSE | FIRST BUSEY CORP /NV/ | $282,052 | 0.0% | +0% | 52.6 |
| 188 | — | SELECT SECTOR SPDR TR | $279,949 | 0.0% | -4% | — |
| 189 |  $FSSL | FS Specialty Lending Fund | $278,391 | 0.0% | -5% | — |
| 190 | — | AMERICAN CENTY ETF TR | $277,695 | 0.0% | +0% | — |
| 191 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $276,308 | 0.0% | +0% | — |
| 192 |  $ASML | ASML HOLDING NV | $274,760 | 0.0% | -6% | — |
| 193 | — | J P MORGAN EXCHANGE TRADED F | $273,294 | 0.0% | +1% | — |
| 194 | — | SPDR SERIES TRUST | $266,790 | 0.0% | +0% | — |
| 195 | — | FIRST TR EXCHANGE-TRADED FD | $265,503 | 0.0% | -1% | — |
| 196 | — | FIRST TR EXCHANGE-TRADED FD | $263,231 | 0.0% | +0% | — |
| 197 | — | FIDELITY COVINGTON TRUST | $258,932 | 0.0% | -67% | — |
| 198 | — | FIDELITY COVINGTON TRUST | $256,998 | 0.0% | -86% | — |
| 199 | — | AMPLIFY ETF TR | $256,297 | 0.0% | +0% | — |
| 200 | — | FIRST TR EXCHANGE-TRADED ALP | $256,221 | 0.0% | -5% | — |
| 201 |  $MA | Mastercard Inc | $254,720 | 0.0% | +0% | 81.7 |
| 202 | — | SELECT SECTOR SPDR TR | $253,978 | 0.0% | +0% | — |
| 203 |  $V | VISA INC. | $253,427 | 0.0% | +11% | 83.5 |
| 204 | — | SELECT SECTOR SPDR TR | $248,754 | 0.0% | +0% | — |
| 205 | — | AMPLIFY ETF TR | $248,534 | 0.0% | -10% | — |
| 206 |  $LRCX | LAM RESEARCH CORP | $248,302 | 0.0% | +0% | 82.4 |
| 207 |  $VZ | VERIZON COMMUNICATIONS INC | $242,150 | 0.0% | NEW | 71.6 |
| 208 |  $GLW | CORNING INC /NY | $239,149 | 0.0% | NEW | 72.7 |
| 209 | — | VANGUARD WORLD FD | $236,425 | 0.0% | +0% | — |
| 210 |  $BA | BOEING CO | $235,030 | 0.0% | -2% | 51.8 |
| 211 |  $BLK | BlackRock, Inc. | $233,368 | 0.0% | +4% | 70.3 |
| 212 |  $MPC | Marathon Petroleum Corp | $233,065 | 0.0% | NEW | 50.7 |
| 213 |  $CRM | Salesforce, Inc. | $228,855 | 0.0% | NEW | 75.2 |
| 214 | — | ISHARES TR | $228,382 | 0.0% | +0% | — |
| 215 | — | ISHARES TR | $225,474 | 0.0% | +0% | — |
| 216 | $IVZ | Invesco Ltd. | $221,971 | 0.0% | +0% | — |
| 217 |  $SPXC | SPX Technologies, Inc. | $218,634 | 0.0% | +0% | 66 |
| 218 | — | BLACKROCK ETF TRUST II | $218,490 | 0.0% | -17% | — |
| 219 |  $AMGN | AMGEN INC | $215,108 | 0.0% | +0% | 79.5 |
| 220 | — | AMERICAN CENTY ETF TR | $212,266 | 0.0% | -92% | — |
| 221 | — | J P MORGAN EXCHANGE TRADED F | $210,453 | 0.0% | +9% | — |
| 222 |  $ISRG | INTUITIVE SURGICAL INC | $206,036 | 0.0% | +3% | 81.4 |
| 223 | — | ISHARES TR | $206,027 | 0.0% | +0% | — |
| 224 | — | CAPITAL GRP FIXED INCM ETF T | $201,116 | 0.0% | +0% | — |
| 225 | — | VANGUARD INDEX FDS | $200,595 | 0.0% | +0% | — |
| 226 |  $FSCO | FS Credit Opportunities Corp. | $61,768 | 0.0% | +2% | — |
| 227 |  $SLQT | SelectQuote, Inc. | $35,569 | 0.0% | +10% | 64.2 |
New Positions (6)
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