Winthrop Advisory Group LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1739043
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.5B
Holdings
226
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Winthrop Advisory Group LLC disclosed 226 positions worth $1.5B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 39 new positions and exited 9 and a full exit from $HON. The portfolio is most concentrated in Other (82.3% of disclosed assets). All figures are sourced directly from Winthrop Advisory Group LLC’s Form 13F-HR filing with the SEC under CIK 1739043.
AI Fund Analysis
DiversifyingISHARES TR - CORE S&P TTL
11.3% weight
Held 10 quarters
ISHARES TR - CORE S&P500 E
10.0% weight
Held 10 quarters
ISHARES TR - MSCI ACWI EX
7.1% weight
Held 10 quarters
ISHARES TR - RUS 1000 ETF
6.8% weight
Held 10 quarters
$QQQ6.3% weight
Held 10 quarters
ISHARES TR - CORE S&P MCP
3 quarters accumulating
SCHWAB STRATEGIC TR - US L
3 quarters accumulating
VANGUARD SCOTTSDALE FDS -
2 quarters accumulating
VANGUARD WORLD FD - MEGA G
2 quarters accumulating
$BKNG2 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P TTL STK
—Quality
$168.5M1,025,806 shISHARES TR - CORE S&P500 ETF
—Quality
$148.1M197,805 shISHARES TR - MSCI ACWI EX US
—Quality
$105.2M1,382,668 shISHARES TR - RUS 1000 ETF
—Quality
$101.4M247,599 sh- —
Quality
$93.6M127,279 sh SCHWAB STRATEGIC TR - US BRD MKT ETF
—Quality
$72.0M2,487,708 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$71.9M194,227 shISHARES TR - ULTRA SHORT DUR
—Quality
$68.8M1,360,435 sh- 76.1
Quality
$44.4M153,589 sh ISHARES TR - CORE S&P MCP ETF
—Quality
$42.0M545,312 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P TTL STK | — | $168.5M | 1,025,806 |
| ISHARES TR - CORE S&P500 ETF | — | $148.1M | 197,805 |
| ISHARES TR - MSCI ACWI EX US | — | $105.2M | 1,382,668 |
| ISHARES TR - RUS 1000 ETF | — | $101.4M | 247,599 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $93.6M | 127,279 |
| SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $72.0M | 2,487,708 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $71.9M | 194,227 |
| ISHARES TR - ULTRA SHORT DUR | — | $68.8M | 1,360,435 |
 Apple Inc.$AAPL | 76.1 | $44.4M | 153,589 |
| ISHARES TR - CORE S&P MCP ETF | — | $42.0M | 545,312 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Winthrop Advisory Group LLC's 226 positions.
Showing top 10 of 226 holdings.
Sector Allocation
Other
$1.2B
Technology
$112.7M
Financials
$90.1M
Consumer Discretionary
$22.0M
Industrials
$14.3M
Healthcare
$13.3M
Consumer Staples
$3.5M
Communication Services
$3.2M
Full Holdings — Winthrop Advisory Group LLC (Q2 2026)
All 226 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 - CORE S&P TTL STK | $168.5M | 11.3% | +6% | — |
| 2 | — | ISHARES TR - CORE S&P500 ETF | $148.1M | 10.0% | +5% | — |
| 3 | — | ISHARES TR - MSCI ACWI EX US | $105.2M | 7.1% | +9% | — |
| 4 | — | ISHARES TR - RUS 1000 ETF | $101.4M | 6.8% | -1% | — |
| 5 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $93.6M | 6.3% | -2% | — |
| 6 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $72.0M | 4.8% | +4% | — |
| 7 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $71.9M | 4.8% | +2% | — |
| 8 | — | ISHARES TR - ULTRA SHORT DUR | $68.8M | 4.6% | +11% | — |
| 9 | $AAPL | Apple Inc. | $44.4M | 3.0% | -0% | 76.1 |
| 10 | — | ISHARES TR - CORE S&P MCP ETF | $42.0M | 2.8% | +2% | — |
| 11 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $42.0M | 2.8% | -0% | — |
| 12 |  $WT | WisdomTree, Inc. | $34.1M | 2.3% | +21% | 62.9 |
| 13 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $25.9M | 1.8% | +7% | — |
| 14 | — | ISHARES TR - RUS 1000 GRW ETF | $23.6M | 1.6% | +298% | — |
| 15 | — | ISHARES TR - INTL EQTY FACTOR | $22.3M | 1.5% | -2% | — |
| 16 |  $SPY | SPDR S&P 500 ETF TRUST | $22.0M | 1.5% | +1% | — |
| 17 |  $IVZ | Invesco Ltd. | $20.9M | 1.4% | +40% | — |
| 18 |  $MSFT | MICROSOFT CORP | $15.9M | 1.1% | +4% | 83.7 |
| 19 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $14.0M | 0.9% | +29% | — |
| 20 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $14.0M | 0.9% | -2% | — |
| 21 | — | ISHARES INC - CORE MSCI EMKT | $13.1M | 0.9% | +6% | — |
| 22 | — | VANGUARD STAR FDS - VG TL INTL STK F | $12.0M | 0.8% | +5% | — |
| 23 |  $AMZN | AMAZON COM INC | $11.8M | 0.8% | +4% | 74.6 |
| 24 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $11.6M | 0.8% | -2% | — |
| 25 | — | VANGUARD INDEX FDS - GROWTH ETF | $11.4M | 0.8% | +498% | — |
| 26 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $10.3M | 0.7% | -1% | — |
| 27 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $10.0M | 0.7% | +59% | — |
| 28 |  $GOOG | Alphabet Inc. | $9.0M | 0.6% | +10% | 80.2 |
| 29 | — | ISHARES TR - CORE MSCI TOTAL | $8.9M | 0.6% | +126% | — |
| 30 |  $NVDA | NVIDIA CORP | $8.4M | 0.6% | +21% | 90.2 |
| 31 | — | J P MORGAN EXCHANGE TRADED F - NEW YORK TAX FRE | $7.4M | 0.5% | NEW | — |
| 32 | — | ISHARES TR - RUSSELL 3000 ETF | $7.1M | 0.5% | -1% | — |
| 33 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $6.6M | 0.5% | -1% | — |
| 34 | — | ISHARES TR - S&P 500 GRWT ETF | $6.4M | 0.4% | +6% | — |
| 35 |  $GOOGL | Alphabet Inc. | $6.4M | 0.4% | -2% | 80.2 |
| 36 |  $JPM | JPMORGAN CHASE & CO | $6.4M | 0.4% | +5% | 35.6 |
| 37 |  $GS | GOLDMAN SACHS GROUP INC | $6.1M | 0.4% | +5% | — |
| 38 | — | VANGUARD INDEX FDS - VALUE ETF | $6.1M | 0.4% | -2% | — |
| 39 | — | ISHARES TR - RUS 1000 VAL ETF | $5.9M | 0.4% | +1% | — |
| 40 |  $LPLA | LPL Financial Holdings Inc. | $5.6M | 0.4% | +0% | 61.8 |
| 41 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $5.1M | 0.3% | -5% | — |
| 42 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $5.0M | 0.3% | -2% | — |
| 43 |  $META | Meta Platforms, Inc. | $4.6M | 0.3% | +3% | 80.9 |
| 44 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.5M | 0.3% | +2% | 64.5 |
| 45 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $4.4M | 0.3% | +12% | — |
| 46 |  $TSLA | Tesla, Inc. | $4.1M | 0.3% | -0% | 50.1 |
| 47 | — | SPDR SERIES TRUST - ST STR P500GRW | $4.1M | 0.3% | -1% | — |
| 48 |  $V | VISA INC. | $3.5M | 0.2% | +4% | 83.5 |
| 49 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $3.2M | 0.2% | +3% | — |
| 50 |  $KLAC | KLA CORP | $3.2M | 0.2% | +930% | 84.4 |
| 51 |  $AVGO | Broadcom Inc. | $3.2M | 0.2% | +22% | 86.4 |
| 52 |  $HD | HOME DEPOT, INC. | $3.1M | 0.2% | -1% | 69.2 |
| 53 | — | ISHARES TR - CORE DIV GRWTH | $3.1M | 0.2% | -0% | — |
| 54 |  $JNJ | JOHNSON & JOHNSON | $2.8M | 0.2% | +4% | 72.8 |
| 55 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $2.6M | 0.2% | +43% | — |
| 56 |  $WMT | Walmart Inc. | $2.5M | 0.2% | -3% | 63.2 |
| 57 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $2.4M | 0.2% | +4% | — |
| 58 |  $CAT | CATERPILLAR INC | $2.3M | 0.2% | +5% | 67.8 |
| 59 |  $LLY | ELI LILLY & Co | $2.3M | 0.2% | +11% | 89.3 |
| 60 |  $CSCO | CISCO SYSTEMS, INC. | $2.3M | 0.1% | +107% | 72.3 |
| 61 | — | ISHARES TR - CORE MSCI EAFE | $2.2M | 0.1% | -8% | — |
| 62 | — | ISHARES TR - ESG OPTIMIZED | $2.0M | 0.1% | +14% | — |
| 63 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.9M | 0.1% | +6% | 68.4 |
| 64 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.9M | 0.1% | +336% | — |
| 65 |  $AMAT | APPLIED MATERIALS INC /DE | $1.9M | 0.1% | +10% | 74.8 |
| 66 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.8M | 0.1% | +35% | — |
| 67 |  $MA | Mastercard Inc | $1.6M | 0.1% | +11% | 81.7 |
| 68 |  $PG | PROCTER & GAMBLE Co | $1.5M | 0.1% | +7% | 72.9 |
| 69 | — | ISHARES TR - RUS MID CAP ETF | $1.5M | 0.1% | +4% | — |
| 70 |  $HCA | HCA Healthcare, Inc. | $1.4M | 0.1% | -0% | 70.5 |
| 71 |  $MU | MICRON TECHNOLOGY INC | $1.4M | 0.1% | +96% | 88.4 |
| 72 | — | ISHARES TR - SELECT DIVID ETF | $1.4M | 0.1% | +0% | — |
| 73 |  $DIS | Walt Disney Co | $1.3M | 0.1% | +3% | 68.9 |
| 74 |  $GLD | SPDR GOLD TRUST | $1.3M | 0.1% | +31% | — |
| 75 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.3M | 0.1% | +12% | 66.7 |
| 76 |  $AMD | ADVANCED MICRO DEVICES INC | $1.3M | 0.1% | +9% | 78.8 |
| 77 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.3M | 0.1% | +72% | — |
| 78 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.3M | 0.1% | +7% | 67 |
| 79 |  $ABBV | AbbVie Inc. | $1.2M | 0.1% | +9% | 59.3 |
| 80 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.2M | 0.1% | +8% | — |
| 81 | — | ISHARES TR - MSCI ACWI ETF | $1.1M | 0.1% | +0% | — |
| 82 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $1.1M | 0.1% | +10% | — |
| 83 | — | ISHARES TR - 0-3 MTH TREASURY | $1.0M | 0.1% | NEW | — |
| 84 | — | ISHARES TR - ISHARES SEMICDTR | $1.0M | 0.1% | +32% | — |
| 85 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $1.0M | 0.1% | NEW | — |
| 86 |  $MRK | Merck & Co., Inc. | $1.0M | 0.1% | +6% | 70.9 |
| 87 |  $BA | BOEING CO | $1.0M | 0.1% | +11% | 51.8 |
| 88 |  $SBUX | STARBUCKS CORP | $1.0M | 0.1% | +0% | 54.6 |
| 89 |  $XOM | EXXON MOBIL CORP | $1.0M | 0.1% | +7% | 61.8 |
| 90 |  $TT | Trane Technologies plc | $974,462 | 0.1% | +1% | — |
| 91 |  $CI | Cigna Group | $967,678 | 0.1% | +3% | 66.8 |
| 92 | — | ISHARES TR - RUSSELL 2000 ETF | $945,621 | 0.1% | +26% | — |
| 93 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE DIV GRWT | $934,949 | 0.1% | +18% | — |
| 94 | — | ISHARES TR - NATIONAL MUN ETF | $931,597 | 0.1% | +38% | — |
| 95 |  $LUV | SOUTHWEST AIRLINES CO | $896,911 | 0.1% | +2% | 51.1 |
| 96 |  $PEP | PEPSICO INC | $846,751 | 0.1% | +2% | 62.7 |
| 97 |  $CVX | CHEVRON CORP | $830,179 | 0.1% | +5% | 54.7 |
| 98 |  $ORCL | ORACLE CORP | $812,737 | 0.1% | +8% | 67.2 |
| 99 |  $RTX | RTX Corp | $785,498 | 0.1% | +11% | 70 |
| 100 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $762,329 | 0.1% | +45% | — |
| 101 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $754,435 | 0.1% | +0% | — |
| 102 | — | ISHARES TR - CORE S&P SCP ETF | $749,957 | 0.1% | +14% | — |
| 103 | — | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | $713,198 | 0.1% | +80% | — |
| 104 |  $PANW | Palo Alto Networks Inc | $682,040 | 0.1% | +29% | 66.5 |
| 105 |  $GEV | GE Vernova Inc. | $680,502 | 0.1% | +1% | 70.1 |
| 106 |  $GE | GENERAL ELECTRIC CO | $667,495 | 0.0% | +1% | 74.8 |
| 107 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $647,563 | 0.0% | +49% | — |
| 108 |  $MKL | MARKEL GROUP INC. | $638,634 | 0.0% | +0% | 68.2 |
| 109 |  $UNH | UNITEDHEALTH GROUP INC | $626,477 | 0.0% | +1% | 66.8 |
| 110 | — | PIMCO ETF TR - MULTISECTOR BD | $624,012 | 0.0% | +113% | — |
| 111 |  $SHOP | SHOPIFY INC. | $612,690 | 0.0% | +2% | — |
| 112 | — | ISHARES TR - US AER DEF ETF | $610,357 | 0.0% | +81% | — |
| 113 |  $MCD | MCDONALDS CORP | $603,232 | 0.0% | -11% | 73.9 |
| 114 |  $EMR | EMERSON ELECTRIC CO | $602,397 | 0.0% | -3% | 65.9 |
| 115 |  $LRCX | LAM RESEARCH CORP | $586,167 | 0.0% | +41% | 82.4 |
| 116 | — | ISHARES TR - S&P 500 VAL ETF | $582,023 | 0.0% | +143% | — |
| 117 | $GS | GOLDMAN SACHS GROUP INC | $576,428 | 0.0% | +21% | — |
| 118 |  $MS | MORGAN STANLEY | $569,771 | 0.0% | +2% | — |
| 119 |  $INTC | INTEL CORP | $565,008 | 0.0% | NEW | 41.5 |
| 120 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $543,242 | 0.0% | NEW | — |
| 121 |  $LMT | LOCKHEED MARTIN CORP | $542,136 | 0.0% | -20% | 65 |
| 122 | — | PIMCO ETF TR - ACTIVE BD ETF | $526,120 | 0.0% | +28% | — |
| 123 |  $KO | COCA COLA CO | $523,585 | 0.0% | +19% | 74 |
| 124 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $521,290 | 0.0% | -7% | — |
| 125 |  $GLW | CORNING INC /NY | $520,980 | 0.0% | +22% | 72.7 |
| 126 |  $EXPE | Expedia Group, Inc. | $505,292 | 0.0% | +85% | 65.7 |
| 127 |  $UPS | UNITED PARCEL SERVICE INC | $500,641 | 0.0% | +4% | 58.2 |
| 128 |  $LYV | Live Nation Entertainment, Inc. | $499,707 | 0.0% | -0% | 55 |
| 129 |  $APH | AMPHENOL CORP /DE/ | $498,877 | 0.0% | +11% | 80.5 |
| 130 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $459,723 | 0.0% | +91% | — |
| 131 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $457,924 | 0.0% | -1% | — |
| 132 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $447,193 | 0.0% | NEW | — |
| 133 |  $C | CITIGROUP INC | $445,621 | 0.0% | -15% | 54.8 |
| 134 |  $CVS | CVS HEALTH Corp | $445,515 | 0.0% | +5% | 51.3 |
| 135 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $424,304 | 0.0% | NEW | — |
| 136 | — | ISHARES TR - ISHS 1-5YR INVS | $423,006 | 0.0% | +14% | — |
| 137 |  $ADI | ANALOG DEVICES INC | $422,805 | 0.0% | +13% | 76.2 |
| 138 | — | ISHARES TR - CORE US AGGBD ET | $417,171 | 0.0% | -47% | — |
| 139 |  $ASML | ASML HOLDING NV | $416,813 | 0.0% | +12% | — |
| 140 |  $NOW | ServiceNow, Inc. | $414,693 | 0.0% | +28% | 76 |
| 141 |  $VRT | Vertiv Holdings Co | $412,269 | 0.0% | NEW | 82.7 |
| 142 |  $NFLX | NETFLIX INC | $409,182 | 0.0% | -0% | 86.7 |
| 143 |  $CRWD | CrowdStrike Holdings, Inc. | $396,833 | 0.0% | NEW | 55 |
| 144 |  $GD | GENERAL DYNAMICS CORP | $391,592 | 0.0% | +10% | 73 |
| 145 |  $T | AT&T INC. | $383,570 | 0.0% | -2% | 71.9 |
| 146 |  $AMGN | AMGEN INC | $380,849 | 0.0% | +40% | 79.5 |
| 147 |  $AXP | AMERICAN EXPRESS CO | $370,195 | 0.0% | -4% | 73.2 |
| 148 |  $COF | CAPITAL ONE FINANCIAL CORP | $363,937 | 0.0% | +18% | 71 |
| 149 | — | VANGUARD INDEX FDS - SMALL CP ETF | $352,660 | 0.0% | NEW | — |
| 150 |  $PFE | PFIZER INC | $346,363 | 0.0% | +5% | 69 |
| 151 |  $TJX | TJX COMPANIES INC /DE/ | $341,539 | 0.0% | +2% | 70.7 |
| 152 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $337,790 | 0.0% | NEW | — |
| 153 |  $VZ | VERIZON COMMUNICATIONS INC | $333,943 | 0.0% | +37% | 71.6 |
| 154 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $333,371 | 0.0% | +0% | — |
| 155 |  $BABA | Alibaba Group Holding Ltd | $331,975 | 0.0% | +2% | — |
| 156 |  $DUK | Duke Energy CORP | $330,723 | 0.0% | +16% | 64 |
| 157 |  $SYY | SYSCO CORP | $329,951 | 0.0% | -0% | 58.4 |
| 158 |  $ABT | ABBOTT LABORATORIES | $326,208 | 0.0% | +32% | 67 |
| 159 | — | ISHARES INC - MSCI JAPAN ETF | $325,821 | 0.0% | NEW | — |
| 160 | — | SPDR SERIES TRUST - ST STR CONV ETF | $321,735 | 0.0% | +0% | — |
| 161 |  $EW | Edwards Lifesciences Corp | $318,872 | 0.0% | +9% | 67.6 |
| 162 | — | ISHARES TR - EAFE VALUE ETF | $318,417 | 0.0% | NEW | — |
| 163 |  $CRM | Salesforce, Inc. | $314,688 | 0.0% | +5% | 75.2 |
| 164 | — | VANGUARD WORLD FD - ESG US STK ETF | $312,161 | 0.0% | NEW | — |
| 165 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $309,596 | 0.0% | +6% | 69.5 |
| 166 |  $TRV | TRAVELERS COMPANIES, INC. | $309,252 | 0.0% | +13% | 71.5 |
| 167 |  $GILD | GILEAD SCIENCES, INC. | $306,880 | 0.0% | +26% | 77.8 |
| 168 |  $DOV | DOVER Corp | $306,602 | 0.0% | -28% | 63.1 |
| 169 | — | ISHARES TR - MSCI USA QLT FCT | $304,678 | 0.0% | NEW | — |
| 170 | — | ISHARES TR - MSCI EAFE ETF | $303,457 | 0.0% | +0% | — |
| 171 |  $WM | WASTE MANAGEMENT INC | $302,834 | 0.0% | -7% | 70.7 |
| 172 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $302,358 | 0.0% | +0% | — |
| 173 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $299,221 | 0.0% | -0% | — |
| 174 | — | ISHARES TR - CORE UNIVRSL USD | $298,259 | 0.0% | NEW | — |
| 175 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $294,945 | 0.0% | +21% | 76.6 |
| 176 |  $LOW | LOWES COMPANIES INC | $294,316 | 0.0% | +7% | 63.5 |
| 177 |  $ACI | Albertsons Companies, Inc. | $293,339 | 0.0% | -26% | 52.2 |
| 178 |  $WELL | WELLTOWER INC. | $288,761 | 0.0% | +25% | 75.7 |
| 179 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US B | $286,165 | 0.0% | +1% | — |
| 180 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $284,994 | 0.0% | NEW | — |
| 181 | — | KRANESHARES TRUST - PUBLIC-PRIVATE A | $281,340 | 0.0% | NEW | — |
| 182 |  $BMY | BRISTOL MYERS SQUIBB CO | $276,344 | 0.0% | +7% | 70.1 |
| 183 |  $MGNI | MAGNITE, INC. | $275,590 | 0.0% | +0% | 42.6 |
| 184 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $271,925 | 0.0% | -48% | — |
| 185 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $270,909 | 0.0% | -29% | — |
| 186 | — | ISHARES TR - MSCI USA MIN ETF | $270,009 | 0.0% | +1% | — |
| 187 |  $DKNG | DraftKings Inc. | $269,196 | 0.0% | -0% | 54 |
| 188 | — | ISHARES TR - SHRT NAT MUN ETF | $267,946 | 0.0% | +3% | — |
| 189 | — | ISHARES TR - IBOXX INV CP ETF | $264,857 | 0.0% | -13% | — |
| 190 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $261,371 | 0.0% | +8% | — |
| 191 |  $MO | ALTRIA GROUP, INC. | $258,795 | 0.0% | NEW | 72.1 |
| 192 | — | ISHARES TR - EAFE GRWTH ETF | $258,716 | 0.0% | NEW | — |
| 193 |  $DE | DEERE & CO | $251,061 | 0.0% | NEW | 57.4 |
| 194 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $245,012 | 0.0% | +0% | 66.4 |
| 195 |  $WDC | WESTERN DIGITAL CORP | $242,209 | 0.0% | NEW | 76.8 |
| 196 |  $PLTR | Palantir Technologies Inc. | $239,640 | 0.0% | +11% | 85.8 |
| 197 | — | SPDR SERIES TRUST - ST STR P500ETF | $238,015 | 0.0% | NEW | — |
| 198 | — | ISHARES TR - PFD AND INCM SEC | $237,670 | 0.0% | +0% | — |
| 199 |  $CRH | CRH PUBLIC LTD CO | $236,898 | 0.0% | -6% | — |
| 200 | — | VANGUARD WORLD FD - INF TECH ETF | $236,858 | 0.0% | NEW | — |
| 201 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $230,941 | 0.0% | NEW | — |
| 202 | — | ISHARES TR - S&P MC 400GR ETF | $230,769 | 0.0% | NEW | — |
| 203 |  $TXN | TEXAS INSTRUMENTS INC | $228,391 | 0.0% | NEW | 70.4 |
| 204 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $222,868 | 0.0% | NEW | — |
| 205 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $220,880 | 0.0% | NEW | — |
| 206 | — | ISHARES INC - MSCI ISRAEL ETF | $220,296 | 0.0% | NEW | — |
| 207 | — | ISHARES INC - MSCI GBL ETF NEW | $219,288 | 0.0% | NEW | — |
| 208 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $214,051 | 0.0% | -1% | — |
| 209 |  $QCOM | QUALCOMM INC/DE | $212,273 | 0.0% | NEW | 81.9 |
| 210 |  $ETN | Eaton Corp plc | $210,243 | 0.0% | NEW | — |
| 211 |  $MRVL | Marvell Technology, Inc. | $208,410 | 0.0% | NEW | 77.3 |
| 212 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $208,405 | 0.0% | +17% | 66.5 |
| 213 | $BKNG | Booking Holdings Inc. | $208,184 | 0.0% | NEW | 55.3 |
| 214 |  $CEG | Constellation Energy Corp | $207,279 | 0.0% | +5% | 62.5 |
| 215 |  $WMB | WILLIAMS COMPANIES, INC. | $206,813 | 0.0% | +0% | 72.8 |
| 216 |  $ACN | Accenture plc | $206,286 | 0.0% | +20% | — |
| 217 | $IVZ | Invesco Ltd. | $205,080 | 0.0% | NEW | — |
| 218 |  $IAU | ISHARES GOLD TRUST | $202,442 | 0.0% | -28% | — |
| 219 | — | ARK ETF TR - INNOVATION ETF | $201,344 | 0.0% | NEW | — |
| 220 |  $CB | Chubb Ltd | $201,183 | 0.0% | NEW | — |
| 221 |  $LH | LABCORP HOLDINGS INC. | $200,860 | 0.0% | -7% | 54.8 |
| 222 | — | GLOBAL X FDS - ARTIFICIAL ETF | $200,243 | 0.0% | NEW | — |
| 223 |  $ACVA | ACV Auctions Inc. | $161,775 | 0.0% | +0% | 51.5 |
| 224 |  $ABEV | AMBEV S.A. | $84,737 | 0.0% | +9% | — |
| 225 |  $WIT | WIPRO LTD | $26,411 | 0.0% | NEW | — |
| 226 |  $MVIS | MICROVISION, INC. | $18,995 | 0.0% | +41% | 4.9 |
New Positions (39)
J P MORGAN EXCHANGE TRADED F - NEW YORK TAX FRE$7.4M
ISHARES TR - 0-3 MTH TREASURY$1.0M
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US$1.0M
$INTC INTEL CORP$565,008 SPDR SERIES TRUST - ST STR BLO 1 ETF$543,242
VANGUARD WORLD FD - MEGA GRWTH IND$447,193
BLACKROCK ETF TRUST - ISHARES US EQUIT$424,304
$VRT Vertiv Holdings Co$412,269$CRWD CrowdStrike Holdings, Inc.$396,833 VANGUARD INDEX FDS - SMALL CP ETF$352,660
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$337,790 ISHARES INC - MSCI JAPAN ETF$325,821
ISHARES TR - EAFE VALUE ETF$318,417
VANGUARD WORLD FD - ESG US STK ETF$312,161
ISHARES TR - MSCI USA QLT FCT$304,678
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