West Branch Capital LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1738723
Institutional-grade research for retail investors
13F Reported Value
ⓘ$430.3M
Holdings
355
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
West Branch Capital LLC disclosed 355 positions worth $430.3M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 10.0% of the equity portfolio, followed by $NVDA and $GOOG. During the quarter the fund opened 17 new positions and exited 41. The portfolio is most concentrated in Technology (46.0% of disclosed assets). All figures are sourced directly from West Branch Capital LLC’s Form 13F-HR filing with the SEC under CIK 1738723.
AI Fund Analysis
StableSector Allocation
TechnologyIndustrialsFinancialsConsumer DiscretionaryOtherHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$43.0M148,498 sh - 90.2#1
Quality
$41.0M205,101 sh - 80.2#45
Quality
$31.9M89,356 sh - 66.2
Quality
$25.7M60,114 sh - 74.6
Quality
$22.7M95,216 sh - —
Quality
$22.6M30,320 sh - 83.7
Quality
$20.5M55,029 sh - 86.4
Quality
$12.1M31,925 sh - 35.6
Quality
$11.1M33,949 sh - 89.3
Quality
$10.4M8,703 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $43.0M | 148,498 |
 NVIDIA CORP$NVDA | 90.2#1 | $41.0M | 205,101 |
 Alphabet Inc.$GOOG | 80.2#45 | $31.9M | 89,356 |
 MOOG INC.$MOG-A | 66.2 | $25.7M | 60,114 |
 AMAZON COM INC$AMZN | 74.6 | $22.7M | 95,216 |
 SPDR S&P 500 ETF TRUST$SPY | — | $22.6M | 30,320 |
 MICROSOFT CORP$MSFT | 83.7 | $20.5M | 55,029 |
 Broadcom Inc.$AVGO | 86.4 | $12.1M | 31,925 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $11.1M | 33,949 |
 ELI LILLY & Co$LLY | 89.3 | $10.4M | 8,703 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of West Branch Capital LLC's 355 positions.
Showing top 10 of 355 holdings.
Sector Allocation
Technology
$198.1M
Industrials
$45.3M
Financials
$42.8M
Consumer Discretionary
$42.3M
Other
$37.5M
Healthcare
$34.1M
Consumer Staples
$16.1M
Energy
$9.9M
Full Holdings — West Branch Capital LLC (Q2 2026)
All 355 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. | $43.0M | 10.0% | -2% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $41.0M | 9.5% | -1% | 90.2 |
| 3 | $GOOG | Alphabet Inc. | $31.9M | 7.4% | -2% | 80.2 |
| 4 | $MOG-A | MOOG INC. | $25.7M | 6.0% | +0% | 66.2 |
| 5 | $AMZN | AMAZON COM INC | $22.7M | 5.3% | +0% | 74.6 |
| 6 | $SPY | SPDR S&P 500 ETF TRUST | $22.6M | 5.3% | +1% | — |
| 7 | $MSFT | MICROSOFT CORP | $20.5M | 4.8% | +0% | 83.7 |
| 8 | $AVGO | Broadcom Inc. | $12.1M | 2.8% | -1% | 86.4 |
| 9 | $JPM | JPMORGAN CHASE & CO | $11.1M | 2.6% | -0% | 35.6 |
| 10 | $LLY | ELI LILLY & Co | $10.4M | 2.4% | +2% | 89.3 |
| 11 |  $PG | PROCTER & GAMBLE Co | $10.1M | 2.4% | +0% | 72.9 |
| 12 |  $MU | MICRON TECHNOLOGY INC | $9.9M | 2.3% | +41% | 88.4 |
| 13 |  $WMT | Walmart Inc. | $8.7M | 2.0% | +1% | 63.2 |
| 14 |  $JNJ | JOHNSON & JOHNSON | $8.5M | 2.0% | +0% | 72.8 |
| 15 |  $ABBV | AbbVie Inc. | $7.7M | 1.8% | +1% | 59.3 |
| 16 |  $V | VISA INC. | $7.6M | 1.8% | +0% | 83.5 |
| 17 |  $META | Meta Platforms, Inc. | $7.1M | 1.7% | +5% | 80.9 |
| 18 | — | ISHARES TR - CORE S&P500 ETF | $6.9M | 1.6% | +1% | — |
| 19 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.5M | 1.5% | +4% | 64.5 |
| 20 |  $CSCO | CISCO SYSTEMS, INC. | $6.4M | 1.5% | +0% | 72.3 |
| 21 |  $ORCL | ORACLE CORP | $6.3M | 1.5% | +1% | 67.2 |
| 22 |  $XOM | EXXON MOBIL CORP | $5.8M | 1.3% | -1% | 61.8 |
| 23 |  $TSLA | Tesla, Inc. | $5.2M | 1.2% | +2% | 50.1 |
| 24 |  $AMD | ADVANCED MICRO DEVICES INC | $5.2M | 1.2% | +6% | 78.8 |
| 25 |  $HD | HOME DEPOT, INC. | $5.1M | 1.2% | +1% | 69.2 |
| 26 |  $CAT | CATERPILLAR INC | $4.9M | 1.1% | +3% | 67.8 |
| 27 |  $UNH | UNITEDHEALTH GROUP INC | $4.8M | 1.1% | +1% | 66.8 |
| 28 |  $MA | Mastercard Inc | $4.4M | 1.0% | +2% | 81.7 |
| 29 |  $AMAT | APPLIED MATERIALS INC /DE | $4.1M | 0.9% | +9% | 74.8 |
| 30 |  $GE | GENERAL ELECTRIC CO | $4.1M | 0.9% | +2% | 74.8 |
| 31 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.0M | 0.9% | +2% | 67 |
| 32 |  $KO | COCA COLA CO | $4.0M | 0.9% | +1% | 74 |
| 33 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.9M | 0.9% | +1% | 68.4 |
| 34 |  $CVX | CHEVRON CORP | $3.9M | 0.9% | +1% | 54.7 |
| 35 |  $LRCX | LAM RESEARCH CORP | $3.2M | 0.7% | +19% | 82.4 |
| 36 | $MOG-A | MOOG INC. | $2.9M | 0.7% | -1% | 66.2 |
| 37 |  $GOOGL | Alphabet Inc. | $2.6M | 0.6% | +6% | 80.2 |
| 38 |  $NFLX | NETFLIX INC | $2.4M | 0.6% | +3% | 86.7 |
| 39 |  $WFC | WELLS FARGO & COMPANY/MN | $1.9M | 0.4% | -24% | — |
| 40 |  $MS | MORGAN STANLEY | $1.8M | 0.4% | +8% | — |
| 41 |  $PM | Philip Morris International Inc. | $1.5M | 0.4% | -4% | 80.5 |
| 42 |  $GS | GOLDMAN SACHS GROUP INC | $1.4M | 0.3% | +10% | — |
| 43 |  $PLTR | Palantir Technologies Inc. | $1.1M | 0.3% | -0% | 85.8 |
| 44 |  $MRK | Merck & Co., Inc. | $1.1M | 0.3% | +12% | 70.9 |
| 45 |  $MCD | MCDONALDS CORP | $1.1M | 0.3% | -58% | 73.9 |
| 46 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.0M | 0.2% | +104% | — |
| 47 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $706,372 | 0.2% | -20% | — |
| 48 |  $KLAC | KLA CORP | $599,800 | 0.1% | +1310% | 84.4 |
| 49 |  $INTC | INTEL CORP | $551,539 | 0.1% | +2047% | 41.5 |
| 50 |  $MTB | M&T BANK CORP | $538,617 | 0.1% | -4% | 64.1 |
| 51 |  $RTX | RTX Corp | $531,950 | 0.1% | -63% | 70 |
| 52 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $526,083 | 0.1% | -73% | 66.7 |
| 53 | — | ISHARES TR - MSCI ACWI EX US | $518,690 | 0.1% | +0% | — |
| 54 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $501,424 | 0.1% | -7% | — |
| 55 |  $IAU | ISHARES GOLD TRUST | $500,632 | 0.1% | +0% | — |
| 56 |  $ATRO | ASTRONICS CORP | $463,182 | 0.1% | +0% | 57.1 |
| 57 |  $BKNG | Booking Holdings Inc. | $441,180 | 0.1% | +2400% | 55.3 |
| 58 |  $BLK | BlackRock, Inc. | $435,071 | 0.1% | -26% | 70.3 |
| 59 |  $AMGN | AMGEN INC | $422,595 | 0.1% | +8% | 79.5 |
| 60 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $398,674 | 0.1% | +558% | — |
| 61 |  $SGOL | abrdn Gold ETF Trust | $389,105 | 0.1% | -6% | — |
| 62 | — | ISHARES TR - CORE S&P US GWT | $384,972 | 0.1% | -8% | — |
| 63 |  $LMT | LOCKHEED MARTIN CORP | $379,039 | 0.1% | -23% | 65 |
| 64 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $358,598 | 0.1% | -9% | — |
| 65 |  $CSX | CSX CORP | $344,687 | 0.1% | -4% | 66.4 |
| 66 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $335,497 | 0.1% | +113% | — |
| 67 |  $GEV | GE Vernova Inc. | $313,688 | 0.1% | +75% | 70.1 |
| 68 |  $PEP | PEPSICO INC | $311,556 | 0.1% | -2% | 62.7 |
| 69 | — | ISHARES TR - S&P 500 VAL ETF | $307,667 | 0.1% | +0% | — |
| 70 |  $GILD | GILEAD SCIENCES, INC. | $276,213 | 0.1% | +0% | 77.8 |
| 71 |  $QCOM | QUALCOMM INC/DE | $267,946 | 0.1% | +4% | 81.9 |
| 72 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $265,068 | 0.1% | -6% | — |
| 73 |  $IVZ | Invesco Ltd. | $251,306 | 0.1% | +0% | — |
| 74 |  $GM | General Motors Co | $244,335 | 0.1% | +0% | 58.7 |
| 75 |  $UNM | Unum Group | $242,185 | 0.1% | +0% | 49.5 |
| 76 | — | ISHARES TR - IBOXX HI YD ETF | $241,910 | 0.1% | -6% | — |
| 77 | — | ISHARES TR - CORE US AGGBD ET | $240,522 | 0.1% | +0% | — |
| 78 |  $ETN | Eaton Corp plc | $235,645 | 0.1% | +0% | — |
| 79 |  $ABT | ABBOTT LABORATORIES | $233,762 | 0.1% | -84% | 67 |
| 80 | — | ISHARES TR - CORE S&P TTL STK | $233,592 | 0.1% | +0% | — |
| 81 |  $STX | Seagate Technology Holdings plc | $227,740 | 0.1% | -8% | — |
| 82 |  $GLW | CORNING INC /NY | $224,014 | 0.1% | +31% | 72.7 |
| 83 | — | ISHARES TR - RUS 1000 VAL ETF | $218,187 | 0.1% | +0% | — |
| 84 |  $ISRG | INTUITIVE SURGICAL INC | $215,145 | 0.1% | -17% | 81.4 |
| 85 |  $AXP | AMERICAN EXPRESS CO | $202,950 | 0.1% | -76% | 73.2 |
| 86 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $202,510 | 0.1% | +0% | — |
| 87 |  $GLD | SPDR GOLD TRUST | $197,821 | 0.1% | +0% | — |
| 88 |  $MCHP | MICROCHIP TECHNOLOGY INC | $181,720 | 0.0% | -5% | 40 |
| 89 | — | ISHARES TR - RUS 1000 GRW ETF | $173,838 | 0.0% | +300% | — |
| 90 |  $DUK | Duke Energy CORP | $168,478 | 0.0% | -13% | 64 |
| 91 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $166,137 | 0.0% | +4% | — |
| 92 |  $WM | WASTE MANAGEMENT INC | $156,239 | 0.0% | +887% | 70.7 |
| 93 |  $SLG | SL GREEN REALTY CORP | $155,310 | 0.0% | +0% | 41.5 |
| 94 | — | ISHARES TR - S&P 500 GRWT ETF | $149,649 | 0.0% | +0% | — |
| 95 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $143,836 | 0.0% | -28% | 63.7 |
| 96 | — | VANGUARD WORLD FD - INF TECH ETF | $142,946 | 0.0% | +612% | — |
| 97 |  $BMY | BRISTOL MYERS SQUIBB CO | $135,407 | 0.0% | -15% | 70.1 |
| 98 | — | FIRST TR EXCHNG TRADED FD VI - FT ENER INCO ETF | $129,097 | 0.0% | +0% | — |
| 99 | $IVZ | Invesco Ltd. | $125,748 | 0.0% | NEW | — |
| 100 |  $TXN | TEXAS INSTRUMENTS INC | $123,401 | 0.0% | +85% | 70.4 |
| 101 | — | FIDELITY MERRIMACK STR TR - LOW DURTIN ETF | $120,183 | 0.0% | +1% | — |
| 102 | — | ISHARES TR - S&P 100 ETF | $117,912 | 0.0% | -9% | — |
| 103 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $113,278 | 0.0% | +0% | — |
| 104 |  $PLD | Prologis, Inc. | $111,086 | 0.0% | -17% | 67.5 |
| 105 |  $LIN | LINDE PLC | $111,054 | 0.0% | -27% | — |
| 106 |  $PFE | PFIZER INC | $104,965 | 0.0% | +0% | 69 |
| 107 | — | ISHARES TR - CORE DIV GRWTH | $104,723 | 0.0% | -17% | — |
| 108 | — | ISHARES INC - MSCI GERMANY ETF | $102,764 | 0.0% | NEW | — |
| 109 |  $APD | Air Products & Chemicals, Inc. | $101,441 | 0.0% | +0% | 41.2 |
| 110 |  $EMR | EMERSON ELECTRIC CO | $99,633 | 0.0% | -21% | 65.9 |
| 111 |  $ASML | ASML HOLDING NV | $99,472 | 0.0% | -17% | — |
| 112 |  $AJG | Arthur J. Gallagher & Co. | $97,797 | 0.0% | -1% | 72.1 |
| 113 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $95,259 | 0.0% | +0% | — |
| 114 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | $93,786 | 0.0% | -14% | — |
| 115 |  $GD | GENERAL DYNAMICS CORP | $89,269 | 0.0% | -28% | 73 |
| 116 |  $SHEL | Shell plc | $88,319 | 0.0% | -21% | — |
| 117 |  $TMUS | T-Mobile US, Inc. | $84,104 | 0.0% | -93% | 72.7 |
| 118 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $83,790 | 0.0% | +0% | — |
| 119 |  $ALL | ALLSTATE CORP | $82,328 | 0.0% | +0% | 76.6 |
| 120 |  $CVS | CVS HEALTH Corp | $78,209 | 0.0% | +28% | 51.3 |
| 121 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $77,560 | 0.0% | -26% | 70.9 |
| 122 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $74,957 | 0.0% | +0% | — |
| 123 |  $NEE | NEXTERA ENERGY INC | $74,605 | 0.0% | +0% | 71.7 |
| 124 |  $T | AT&T INC. | $71,974 | 0.0% | -18% | 71.9 |
| 125 |  $VZ | VERIZON COMMUNICATIONS INC | $71,936 | 0.0% | -26% | 71.6 |
| 126 |  $CRM | Salesforce, Inc. | $66,738 | 0.0% | +37% | 75.2 |
| 127 | — | VANGUARD INDEX FDS - GROWTH ETF | $66,648 | 0.0% | NEW | — |
| 128 |  $RSG | REPUBLIC SERVICES, INC. | $63,924 | 0.0% | +0% | 72 |
| 129 | — | ISHARES INC - MSCI ISRAEL ETF | $60,355 | 0.0% | +0% | — |
| 130 |  $BP | BP PLC | $59,157 | 0.0% | +0% | — |
| 131 |  $SYY | SYSCO CORP | $58,506 | 0.0% | +0% | 58.4 |
| 132 |  $ADBE | ADOBE INC. | $55,766 | 0.0% | -19% | 80.4 |
| 133 | — | ISHARES TR - CORE S&P SCP ETF | $55,617 | 0.0% | +0% | — |
| 134 |  $CINF | CINCINNATI FINANCIAL CORP | $54,802 | 0.0% | +0% | 77 |
| 135 |  $C | CITIGROUP INC | $54,585 | 0.0% | -1% | 54.8 |
| 136 |  $NOW | ServiceNow, Inc. | $53,115 | 0.0% | +0% | 76 |
| 137 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $52,203 | 0.0% | -44% | — |
| 138 |  $CI | Cigna Group | $52,104 | 0.0% | +0% | 66.8 |
| 139 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $51,356 | 0.0% | +0% | — |
| 140 |  $ED | CONSOLIDATED EDISON INC | $49,784 | 0.0% | +0% | 71.6 |
| 141 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $48,554 | 0.0% | -29% | — |
| 142 |  $AMP | AMERIPRISE FINANCIAL INC | $48,170 | 0.0% | +0% | 70.2 |
| 143 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $47,519 | 0.0% | +0% | — |
| 144 |  $ROK | ROCKWELL AUTOMATION, INC | $45,053 | 0.0% | +21% | 68.2 |
| 145 | $IVZ | Invesco Ltd. | $40,235 | 0.0% | +1% | — |
| 146 |  $ADI | ANALOG DEVICES INC | $39,320 | 0.0% | +0% | 76.2 |
| 147 | — | ISHARES TR - GLOBAL TECH ETF | $39,299 | 0.0% | -23% | — |
| 148 |  $PH | Parker-Hannifin Corp | $39,125 | 0.0% | +0% | 73.8 |
| 149 |  $RBC | RBC Bearings INC | $38,644 | 0.0% | +0% | 67.1 |
| 150 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $38,335 | 0.0% | +0% | — |
| 151 | — | ISHARES INC - CORE MSCI EMKT | $37,113 | 0.0% | -9% | — |
| 152 |  $CNC | CENTENE CORP | $36,717 | 0.0% | -5% | 52.7 |
| 153 |  $UNP | UNION PACIFIC CORP | $36,584 | 0.0% | -9% | 74 |
| 154 |  $MO | ALTRIA GROUP, INC. | $36,407 | 0.0% | -44% | 72.1 |
| 155 |  $MKC | MCCORMICK & CO INC | $35,294 | 0.0% | +0% | 73.7 |
| 156 |  $UTG | REAVES UTILITY INCOME FUND | $35,117 | 0.0% | +1% | — |
| 157 |  $AFL | AFLAC INC | $35,058 | 0.0% | +0% | 60.3 |
| 158 | $IVZ | Invesco Ltd. | $35,024 | 0.0% | NEW | — |
| 159 |  $IRM | IRON MOUNTAIN INC | $34,736 | 0.0% | +0% | 50.7 |
| 160 |  $ES | EVERSOURCE ENERGY | $34,546 | 0.0% | +0% | 67 |
| 161 | — | ISHARES TR - JPMORGAN USD EMG | $32,308 | 0.0% | +0% | — |
| 162 |  $VST | Vistra Corp. | $31,726 | 0.0% | +0% | 62.9 |
| 163 |  $BX | Blackstone Inc. | $31,418 | 0.0% | NEW | 68 |
| 164 |  $MDLZ | Mondelez International, Inc. | $28,920 | 0.0% | -54% | 53.9 |
| 165 |  $CARR | CARRIER GLOBAL Corp | $28,240 | 0.0% | -25% | 61.5 |
| 166 |  $DRI | DARDEN RESTAURANTS INC | $28,018 | 0.0% | +0% | 68.6 |
| 167 | — | ISHARES TR - 1 3 YR TREAS BD | $27,890 | 0.0% | +1% | — |
| 168 |  $PAYX | PAYCHEX INC | $27,533 | 0.0% | +0% | 75.1 |
| 169 | — | RBB FD INC - US TREASY 2 YR | $27,486 | 0.0% | +1% | — |
| 170 |  $PLOW | DOUGLAS DYNAMICS, INC | $27,353 | 0.0% | -37% | 52.2 |
| 171 |  $LOW | LOWES COMPANIES INC | $27,341 | 0.0% | +0% | 63.5 |
| 172 |  $SLV | iShares Silver Trust | $26,830 | 0.0% | NEW | — |
| 173 |  $HONA | Honeywell Aerospace Inc. | $25,867 | 0.0% | NEW | — |
| 174 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $25,378 | 0.0% | +502% | — |
| 175 | — | ISHARES TR - CORE S&P MCP ETF | $23,133 | 0.0% | +0% | — |
| 176 |  $ORLY | O REILLY AUTOMOTIVE INC | $23,023 | 0.0% | +0% | 72.7 |
| 177 |  $WELL | WELLTOWER INC. | $22,697 | 0.0% | NEW | 75.7 |
| 178 |  $PFO | Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC | $22,192 | 0.0% | +1% | — |
| 179 | $IVZ | Invesco Ltd. | $22,086 | 0.0% | +1% | — |
| 180 |  $MMT | ABERDEEN MULTI-MARKET INCOME FUND | $22,000 | 0.0% | +0% | — |
| 181 |  $OLLI | Ollie's Bargain Outlet Holdings, Inc. | $21,758 | 0.0% | +0% | 66.5 |
| 182 | — | ISHARES TR - ISHARES BIOTECH | $21,682 | 0.0% | +0% | — |
| 183 |  $VLO | VALERO ENERGY CORP/TX | $21,617 | 0.0% | +0% | 51.4 |
| 184 |  $BHK | BLACKROCK CORE BOND TRUST | $21,252 | 0.0% | +3% | — |
| 185 |  $RBA | RB GLOBAL INC. | $20,379 | 0.0% | +0% | — |
| 186 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $20,257 | 0.0% | +2% | — |
| 187 |  $EVV | Eaton Vance Ltd Duration Income Fund | $19,941 | 0.0% | +0% | — |
| 188 | — | ISHARES TR - 7-10 YR TRSY BD | $19,902 | 0.0% | -13% | — |
| 189 |  $CB | Chubb Ltd | $19,763 | 0.0% | +0% | — |
| 190 |  $NVO | NOVO NORDISK A S | $19,704 | 0.0% | +427% | — |
| 191 |  $CEG | Constellation Energy Corp | $19,622 | 0.0% | -66% | 62.5 |
| 192 |  $UPS | UNITED PARCEL SERVICE INC | $19,350 | 0.0% | +0% | 58.2 |
| 193 | — | ISHARES TR - CORE MSCI TOTAL | $19,331 | 0.0% | +2% | — |
| 194 |  $HSY | HERSHEY CO | $18,949 | 0.0% | +0% | 59.4 |
| 195 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $18,453 | 0.0% | NEW | — |
| 196 | — | ISHARES TR - 20 YR TR BD ETF | $18,396 | 0.0% | +1% | — |
| 197 | $IVZ | Invesco Ltd. | $18,113 | 0.0% | +1% | — |
| 198 |  $TRV | TRAVELERS COMPANIES, INC. | $17,827 | 0.0% | +0% | 71.5 |
| 199 |  $CAH | CARDINAL HEALTH INC | $17,817 | 0.0% | +0% | 58.6 |
| 200 | — | PROSHARES TR - LARGE CAP CRE | $17,676 | 0.0% | +0% | — |
| 201 |  $WSO | WATSCO INC | $17,086 | 0.0% | +0% | 58.9 |
| 202 |  $NDSN | NORDSON CORP | $16,593 | 0.0% | +0% | 67.8 |
| 203 | — | SCHWAB STRATEGIC TR - GOVT MONE MA ETF | $16,254 | 0.0% | +2% | — |
| 204 |  $HLN | Haleon plc | $15,991 | 0.0% | +0% | — |
| 205 |  $IBIT | iShares Bitcoin Trust ETF | $15,946 | 0.0% | +0% | — |
| 206 |  $NVS | NOVARTIS AG | $15,672 | 0.0% | +0% | — |
| 207 |  $AEM | AGNICO EAGLE MINES LTD | $15,669 | 0.0% | +0% | — |
| 208 |  $RIVN | Rivian Automotive, Inc. / DE | $15,650 | 0.0% | +0% | 36 |
| 209 |  $PSX | Phillips 66 | $15,469 | 0.0% | +0% | 47.6 |
| 210 |  $SPG | SIMON PROPERTY GROUP INC. | $15,432 | 0.0% | +0% | 76.9 |
| 211 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $15,295 | 0.0% | NEW | — |
| 212 | — | ISHARES TR - U.S. TECH ETF | $15,134 | 0.0% | +0% | — |
| 213 |  $SO | SOUTHERN CO | $14,931 | 0.0% | +73% | 65.1 |
| 214 | — | ISHARES TR - MSCI INTL VLU FT | $14,637 | 0.0% | +0% | — |
| 215 | $IVZ | Invesco Ltd. | $14,137 | 0.0% | +0% | — |
| 216 |  $MET | METLIFE INC | $14,046 | 0.0% | NEW | 73.9 |
| 217 |  $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | $13,920 | 0.0% | +0% | — |
| 218 | — | PIMCO ETF TR - 25YR+ ZERO U S | $13,781 | 0.0% | +1% | — |
| 219 |  $OTIS | Otis Worldwide Corp | $13,748 | 0.0% | +0% | 60.3 |
| 220 |  $EQR | EQUITY RESIDENTIAL | $13,586 | 0.0% | +0% | — |
| 221 |  $FFIV | F5, INC. | $13,311 | 0.0% | +0% | 70 |
| 222 |  $UL | UNILEVER PLC | $12,552 | 0.0% | -10% | — |
| 223 | — | VANECK ETF TRUST - PREFERRED SECURT | $12,273 | 0.0% | +1% | — |
| 224 |  $COP | CONOCOPHILLIPS | $12,164 | 0.0% | +0% | 74.8 |
| 225 |  $XYL | Xylem Inc. | $11,821 | 0.0% | NEW | 65.6 |
| 226 | $IVZ | Invesco Ltd. | $11,820 | 0.0% | +0% | — |
| 227 |  $TJX | TJX COMPANIES INC /DE/ | $11,060 | 0.0% | +0% | 70.7 |
| 228 |  $NFG | NATIONAL FUEL GAS CO | $10,964 | 0.0% | +0% | 80.4 |
| 229 |  $EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | $10,626 | 0.0% | +2% | — |
| 230 |  $SII | SPROTT INC. | $10,543 | 0.0% | +0% | — |
| 231 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $10,338 | 0.0% | +101% | — |
| 232 | — | ISHARES TR - US TREAS BD ETF | $10,183 | 0.0% | +0% | — |
| 233 |  $SYF | Synchrony Financial | $10,115 | 0.0% | NEW | — |
| 234 |  $NI | NISOURCE INC. | $9,899 | 0.0% | +0% | 61.7 |
| 235 |  $COF | CAPITAL ONE FINANCIAL CORP | $9,831 | 0.0% | +0% | 71 |
| 236 |  $GLRE | GREENLIGHT CAPITAL RE, LTD. | $9,708 | 0.0% | +0% | — |
| 237 |  $HPQ | HP INC | $9,522 | 0.0% | +0% | 58.9 |
| 238 |  $AWK | American Water Works Company, Inc. | $9,474 | 0.0% | +0% | 61.7 |
| 239 |  $YUM | YUM BRANDS INC | $9,272 | 0.0% | +0% | 71.7 |
| 240 |  $HPE | Hewlett Packard Enterprise Co | $9,022 | 0.0% | +0% | 52.5 |
| 241 |  $SAM | BOSTON BEER CO INC | $8,852 | 0.0% | +0% | 42.5 |
| 242 |  $CEVA | CEVA INC | $8,819 | 0.0% | +0% | 26.2 |
| 243 |  $JRS | NUVEEN REAL ESTATE INCOME FUND | $8,815 | 0.0% | +2% | — |
| 244 |  $SSNC | SS&C Technologies Holdings Inc | $8,812 | 0.0% | +0% | 67.2 |
| 245 |  $KMB | KIMBERLY CLARK CORP | $8,563 | 0.0% | +0% | 61.7 |
| 246 |  $UTF | COHEN & STEERS INFRASTRUCTURE FUND INC | $8,481 | 0.0% | +2% | — |
| 247 | — | ISHARES TR - RUSSELL 2000 ETF | $8,413 | 0.0% | +0% | — |
| 248 |  $MDT | Medtronic plc | $8,205 | 0.0% | +1% | — |
| 249 | — | ISHARES TR - NORTH AMERN NAT | $8,203 | 0.0% | +0% | — |
| 250 |  $AMT | AMERICAN TOWER CORP /MA/ | $8,179 | 0.0% | -66% | 69.8 |
| 251 | — | VANGUARD INDEX FDS - SMALL CP ETF | $7,882 | 0.0% | +0% | — |
| 252 |  $STAG | STAG Industrial, Inc. | $7,841 | 0.0% | +0% | 67.8 |
| 253 |  $AMX | AMERICA MOVIL SAB DE CV/ | $7,797 | 0.0% | +0% | — |
| 254 |  $BDX | BECTON DICKINSON & CO | $7,796 | 0.0% | +2% | 50.7 |
| 255 |  $IDE | Voya Infrastructure, Industrials & Materials Fund | $7,401 | 0.0% | +2% | — |
| 256 | — | RIVERNORTH MANAGED DUR MUN I - COM | $7,392 | 0.0% | +0% | — |
| 257 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETF | $7,341 | 0.0% | +0% | — |
| 258 |  $DKNG | DraftKings Inc. | $7,073 | 0.0% | +0% | 54 |
| 259 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $6,848 | 0.0% | +0% | 77.6 |
| 260 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $6,841 | 0.0% | +0% | 75.4 |
| 261 |  $IBRX | ImmunityBio, Inc. | $6,567 | 0.0% | +0% | 30 |
| 262 |  $MAIN | Main Street Capital CORP | $6,485 | 0.0% | +0% | — |
| 263 |  $BTG | B2GOLD CORP | $6,213 | 0.0% | +0% | — |
| 264 |  $GEHC | GE HealthCare Technologies Inc. | $6,209 | 0.0% | +0% | 58.2 |
| 265 |  $KR | KROGER CO | $6,164 | 0.0% | +0% | 51.1 |
| 266 | — | SPDR SERIES TRUST - ST STR SP DIV | $6,088 | 0.0% | +0% | — |
| 267 |  $NET | Cloudflare, Inc. | $5,887 | 0.0% | +0% | 52.6 |
| 268 | — | PROSHARES TR - S&P 500 DV ARIST | $5,616 | 0.0% | +100% | — |
| 269 |  $DLTR | DOLLAR TREE, INC. | $5,564 | 0.0% | +0% | 53.2 |
| 270 |  $BLMN | Bloomin' Brands, Inc. | $5,155 | 0.0% | +0% | 45.2 |
| 271 |  $ARCC | ARES CAPITAL CORP | $5,078 | 0.0% | +0% | — |
| 272 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $5,027 | 0.0% | +0% | — |
| 273 |  $BGS | B&G Foods, Inc. | $4,999 | 0.0% | NEW | 34.8 |
| 274 |  $EIM | Eaton Vance Municipal Bond Fund | $4,980 | 0.0% | +0% | — |
| 275 |  $VTRS | Viatris Inc | $4,653 | 0.0% | +0% | 47.1 |
| 276 |  $PODD | INSULET CORP | $4,568 | 0.0% | -3% | 70.4 |
| 277 |  $JCI | Johnson Controls International plc | $4,530 | 0.0% | NEW | — |
| 278 |  $SJM | J M SMUCKER Co | $4,388 | 0.0% | NEW | 46.4 |
| 279 |  $KVUE | Kenvue Inc. | $4,109 | 0.0% | +0% | 60.2 |
| 280 | — | KRANESHARES TRUST - QUADRTC INT RT | $3,977 | 0.0% | +0% | — |
| 281 |  $CHWY | Chewy, Inc. | $3,930 | 0.0% | +0% | 61.3 |
| 282 |  $CCI | CROWN CASTLE INC. | $3,787 | 0.0% | -63% | 52.9 |
| 283 |  $PSEC | PROSPECT CAPITAL CORP | $3,784 | 0.0% | +52% | — |
| 284 |  $VNO | VORNADO REALTY TRUST | $3,695 | 0.0% | +0% | 69.1 |
| 285 |  $DOV | DOVER Corp | $3,589 | 0.0% | NEW | 63.1 |
| 286 |  $SBSW | Sibanye Stillwater Ltd | $3,549 | 0.0% | NEW | — |
| 287 |  $PHG | KONINKLIJKE PHILIPS NV | $3,345 | 0.0% | NEW | — |
| 288 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $3,096 | 0.0% | +0% | — |
| 289 |  $LULU | lululemon athletica inc. | $2,969 | 0.0% | +0% | 62.9 |
| 290 |  $BABA | Alibaba Group Holding Ltd | $2,880 | 0.0% | +0% | — |
| 291 | — | CARNIVAL CORP LTD - COMMON SHARES | $2,857 | 0.0% | NEW | — |
| 292 |  $MSI | Motorola Solutions, Inc. | $2,566 | 0.0% | +0% | 73.8 |
| 293 |  $GT | GOODYEAR TIRE & RUBBER CO /OH/ | $2,172 | 0.0% | +0% | 32.6 |
| 294 |  $Z | ZILLOW GROUP, INC. | $2,081 | 0.0% | +0% | 57.3 |
| 295 |  $NKE | NIKE, Inc. | $1,971 | 0.0% | +0% | 53.4 |
| 296 |  $BEPC | Brookfield Renewable Corp | $1,772 | 0.0% | +0% | — |
| 297 |  $CAG | CONAGRA BRANDS INC. | $1,548 | 0.0% | -84% | 48.2 |
| 298 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1,373 | 0.0% | +0% | — |
| 299 | — | SPDR SERIES TRUST - ST STR P500GRW | $1,190 | 0.0% | +0% | — |
| 300 |  $BHF | Brighthouse Financial, Inc. | $1,140 | 0.0% | +0% | 54.9 |
| 301 |  $URI | UNITED RENTALS, INC. | $1,133 | 0.0% | +0% | 70.7 |
| 302 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1,112 | 0.0% | +0% | 65.9 |
| 303 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $994 | 0.0% | +0% | 76.6 |
| 304 |  $USB | US BANCORP DE | $906 | 0.0% | +0% | 71.4 |
| 305 |  $PGR | PROGRESSIVE CORP/OH/ | $874 | 0.0% | +0% | 83.6 |
| 306 |  $ETSY | ETSY INC | $829 | 0.0% | +0% | 50.4 |
| 307 |  $MCK | MCKESSON CORP | $756 | 0.0% | +0% | 63.7 |
| 308 |  $PWR | QUANTA SERVICES, INC. | $721 | 0.0% | +0% | 62.6 |
| 309 |  $CTAS | CINTAS CORP | $681 | 0.0% | +0% | 76.3 |
| 310 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $667 | 0.0% | +0% | 71.5 |
| 311 | — | ISHARES TR - SELECT DIVID ETF | $626 | 0.0% | +0% | — |
| 312 |  $ACHR | Archer Aviation Inc. | $625 | 0.0% | +0% | 25 |
| 313 |  $SBUX | STARBUCKS CORP | $614 | 0.0% | +0% | 54.6 |
| 314 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $582 | 0.0% | +0% | 66.5 |
| 315 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $540 | 0.0% | +0% | 70.8 |
| 316 |  $REZI | RESIDEO TECHNOLOGIES, INC. | $529 | 0.0% | +0% | 40.1 |
| 317 |  $WTW | WILLIS TOWERS WATSON PLC | $523 | 0.0% | +0% | — |
| 318 |  $SAN | Banco Santander, S.A. | $517 | 0.0% | +0% | — |
| 319 |  $HEI.A | HEICO CORP | $516 | 0.0% | +0% | 79.2 |
| 320 |  $UBER | Uber Technologies, Inc | $506 | 0.0% | +0% | 79.3 |
| 321 |  $CCEP | COCA-COLA EUROPACIFIC PARTNERS plc | $501 | 0.0% | +0% | — |
| 322 |  $MCO | MOODYS CORP /DE/ | $453 | 0.0% | +0% | 81.3 |
| 323 |  $SHW | SHERWIN WILLIAMS CO | $441 | 0.0% | +0% | 65.3 |
| 324 |  $ZM | Zoom Communications, Inc. | $432 | 0.0% | -69% | 72.4 |
| 325 |  $D | DOMINION ENERGY, INC | $410 | 0.0% | +0% | 74.9 |
| 326 |  $SPGI | S&P Global Inc. | $408 | 0.0% | +0% | 79.4 |
| 327 |  $RUN | Sunrun Inc. | $402 | 0.0% | +0% | 54.6 |
| 328 |  $KMI | KINDER MORGAN, INC. | $384 | 0.0% | +0% | 74.6 |
| 329 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $376 | 0.0% | +0% | 74.4 |
| 330 |  $TFC | TRUIST FINANCIAL CORP | $349 | 0.0% | +0% | — |
| 331 |  $EVRG | Evergy, Inc. | $346 | 0.0% | +0% | 56.2 |
| 332 |  $SLB | SLB LIMITED/NV | $326 | 0.0% | +0% | 63.2 |
| 333 |  $SYK | STRYKER CORP | $315 | 0.0% | +0% | 69.8 |
| 334 |  $GH | Guardant Health, Inc. | $301 | 0.0% | +0% | 36.1 |
| 335 |  $LNG | Cheniere Energy, Inc. | $299 | 0.0% | +0% | 48.4 |
| 336 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $299 | 0.0% | +0% | 59.5 |
| 337 |  $KKR | KKR & Co. Inc. | $276 | 0.0% | +0% | 49.8 |
| 338 |  $HWM | Howmet Aerospace Inc. | $269 | 0.0% | +0% | 79.1 |
| 339 |  $RDN | RADIAN GROUP INC | $264 | 0.0% | +0% | 57.6 |
| 340 |  $EXPE | Expedia Group, Inc. | $256 | 0.0% | +0% | 65.7 |
| 341 |  $PKG | PACKAGING CORP OF AMERICA | $239 | 0.0% | +0% | 70 |
| 342 |  $GRMN | GARMIN LTD | $238 | 0.0% | +0% | — |
| 343 |  $AS | Amer Sports, Inc. | $229 | 0.0% | +0% | 71 |
| 344 |  $AEE | AMEREN CORP | $227 | 0.0% | +0% | 63.5 |
| 345 |  $F | FORD MOTOR CO | $223 | 0.0% | +0% | 58.5 |
| 346 |  $USFD | US Foods Holding Corp. | $205 | 0.0% | +0% | 60.6 |
| 347 |  $EMBJ | EMBRAER S.A. | $192 | 0.0% | +0% | — |
| 348 |  $DLR | DIGITAL REALTY TRUST, INC. | $180 | 0.0% | +0% | 70.2 |
| 349 |  $MMM | 3M CO | $162 | 0.0% | +0% | 60.7 |
| 350 |  $CBRE | CBRE GROUP, INC. | $135 | 0.0% | +0% | 62.9 |
| 351 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $133 | 0.0% | +0% | 69.5 |
| 352 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $115 | 0.0% | +0% | 52.1 |
| 353 |  $ASIX | AdvanSix Inc. | $80 | 0.0% | +0% | 45.5 |
| 354 |  $NLOP | Net Lease Office Properties | $56 | 0.0% | +0% | 26.7 |
| 355 |  $KPTI | Karyopharm Therapeutics Inc. | $30 | 0.0% | +0% | 20.4 |
New Positions (17)
ISHARES INC - MSCI GERMANY ETF$102,764
VANGUARD INDEX FDS - GROWTH ETF$66,648
$SLV iShares Silver Trust$26,830$HONA Honeywell Aerospace Inc.$25,867$WELL WELLTOWER INC.$22,697$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$18,453$CM CANADIAN IMPERIAL BANK OF COMMERCE /CAN/$15,295$MET METLIFE INC$14,046$XYL Xylem Inc.$11,821$SYF Synchrony Financial$10,115$BGS B&G Foods, Inc.$4,999$JCI Johnson Controls International plc$4,530$SJM J M SMUCKER Co$4,388$DOV DOVER Corp$3,589$SBSW Sibanye Stillwater Ltd$3,549Exited Positions (41)
SELECT SECTOR SPDR TR
$HON HONEYWELL INTERNATIONAL INC ISHARES TR
ISHARES TR
$TYG TORTOISE ENERGY INFRASTRUCTURE CORP FIRST TR EXCHANGE-TRADED FD
$EPD ENTERPRISE PRODUCTS PARTNERS L.P. ISHARES TR
ISHARES TR
$PCVX Vaxcyte, Inc. SCHWAB STRATEGIC TR
BLACKROCK ETF TRUST
$VFC V F CORP
$ACN Accenture plc ISHARES TR
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