Principle Wealth Partners LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1743413
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.7B
Holdings
380
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Principle Wealth Partners LLC disclosed 380 positions worth $1.7B in its Form 13F-HR for Q1 2026, led by $IVZ (Invesco Ltd.) at 8.0% of the equity portfolio. During the quarter the fund opened 20 new positions and exited 12 and a full exit from $QQQ. The portfolio is most concentrated in Other (31.0% of disclosed assets). All figures are sourced directly from Principle Wealth Partners LLC’s Form 13F-HR filing with the SEC under CIK 1743413.
AI Fund Analysis
Diversifying
$IVZ8.0% weight
Held 9 quarters
BNY MELLON ETF TRUST II
6.7% weight
Held 5 quarters
$JPM6.0% weight
Held 9 quarters
$AAPL5.3% weight
Held 9 quarters
VANGUARD INDEX FDS
3.1% weight
Held 9 quarters
$AVGO7 quarters accumulating
$TPL6 quarters accumulating
AMPLIFY ETF TR
6 quarters accumulating
$FBTC6 quarters accumulating
$TSLA5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$139.3M2,552,987 sh BNY MELLON ETF TRUST II
—Quality
$117.7M3,969,257 sh- 35.6#2,134
Quality
$105.2M357,768 sh - 76.1
Quality
$93.1M366,709 sh VANGUARD INDEX FDS
—Quality
$53.6M122,819 sh- 90.2
Quality
$49.5M283,806 sh VANGUARD SPECIALIZED FUNDS
—Quality
$49.0M227,881 sh- 83.7
Quality
$42.4M114,654 sh - 74.6
Quality
$34.9M167,632 sh - 72.8
Quality
$27.7M113,128 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Invesco Ltd.$IVZ | — | $139.3M | 2,552,987 |
| BNY MELLON ETF TRUST II | — | $117.7M | 3,969,257 |
| JPMORGAN CHASE & CO$JPM | 35.6#2,134 | $105.2M | 357,768 |
| Apple Inc.$AAPL | 76.1 | $93.1M | 366,709 |
| VANGUARD INDEX FDS | — | $53.6M | 122,819 |
 NVIDIA CORP$NVDA | 90.2 | $49.5M | 283,806 |
| VANGUARD SPECIALIZED FUNDS | — | $49.0M | 227,881 |
 MICROSOFT CORP$MSFT | 83.7 | $42.4M | 114,654 |
 AMAZON COM INC$AMZN | 74.6 | $34.9M | 167,632 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $27.7M | 113,128 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Principle Wealth Partners LLC's 380 positions.
Showing top 10 of 380 holdings.
Sector Allocation
Other
$542.5M
Financials
$389.4M
Technology
$346.0M
Industrials
$123.6M
Healthcare
$114.7M
Consumer Discretionary
$93.3M
Energy
$41.1M
Utilities
$41.0M
Full Holdings — Principle Wealth Partners LLC (Q1 2026)
All 380 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 | $IVZ | Invesco Ltd. | $139.3M | 8.0% | +3% | — |
| 2 | — | BNY MELLON ETF TRUST II | $117.7M | 6.7% | +4% | — |
| 3 | $JPM | JPMORGAN CHASE & CO | $105.2M | 6.0% | -0% | 35.6 |
| 4 | $AAPL | Apple Inc. | $93.1M | 5.3% | -1% | 76.1 |
| 5 | — | VANGUARD INDEX FDS | $53.6M | 3.1% | +0% | — |
| 6 | $NVDA | NVIDIA CORP | $49.5M | 2.8% | +1% | 90.2 |
| 7 | — | VANGUARD SPECIALIZED FUNDS | $49.0M | 2.8% | -2% | — |
| 8 | $MSFT | MICROSOFT CORP | $42.4M | 2.4% | +1% | 83.7 |
| 9 | $AMZN | AMAZON COM INC | $34.9M | 2.0% | +2% | 74.6 |
| 10 | $JNJ | JOHNSON & JOHNSON | $27.7M | 1.6% | -0% | 72.8 |
| 11 | — | VANGUARD INDEX FDS | $27.2M | 1.6% | -3% | — |
| 12 |  $GOOGL | Alphabet Inc. | $27.1M | 1.6% | -1% | 80.2 |
| 13 |  $GOOG | Alphabet Inc. | $26.7M | 1.5% | -3% | 80.2 |
| 14 | — | VANGUARD ADMIRAL FDS INC | $25.6M | 1.5% | +9% | — |
| 15 |  $RTX | RTX Corp | $22.8M | 1.3% | -1% | 70 |
| 16 | — | VANECK ETF TRUST | $21.8M | 1.3% | -3% | — |
| 17 |  $MCD | MCDONALDS CORP | $21.4M | 1.2% | -0% | 73.9 |
| 18 | — | SCHWAB STRATEGIC TR | $19.8M | 1.1% | -1% | — |
| 19 |  $ALPS | Alps Group Inc | $17.4M | 1.0% | -5% | — |
| 20 | — | AMPLIFY ETF TR | $17.1M | 1.0% | +242% | — |
| 21 | — | VANGUARD WHITEHALL FDS | $16.8M | 1.0% | -5% | — |
| 22 |  $XOM | EXXON MOBIL CORP | $16.4M | 0.9% | -2% | 61.8 |
| 23 |  $GS | GOLDMAN SACHS GROUP INC | $15.5M | 0.9% | -2% | — |
| 24 |  $CSCO | CISCO SYSTEMS, INC. | $14.9M | 0.8% | -0% | 72.3 |
| 25 |  $CAT | CATERPILLAR INC | $14.9M | 0.8% | -3% | 67.8 |
| 26 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $14.3M | 0.8% | +0% | 66.7 |
| 27 |  $HD | HOME DEPOT, INC. | $13.9M | 0.8% | -1% | 69.2 |
| 28 |  $BRK.B | BERKSHIRE HATHAWAY INC | $13.1M | 0.8% | +0% | 64.5 |
| 29 |  $META | Meta Platforms, Inc. | $12.6M | 0.7% | +12% | 80.9 |
| 30 |  $BAH | Booz Allen Hamilton Holding Corp | $12.5M | 0.7% | +3% | 65.5 |
| 31 | — | VANGUARD WORLD FD | $12.1M | 0.7% | +3% | — |
| 32 |  $V | VISA INC. | $11.5M | 0.7% | -2% | 83.5 |
| 33 | — | J P MORGAN EXCHANGE TRADED F | $11.4M | 0.7% | +0% | — |
| 34 |  $SPY | SPDR S&P 500 ETF TRUST | $11.4M | 0.7% | -5% | — |
| 35 |  $LLY | ELI LILLY & Co | $11.2M | 0.6% | -4% | 89.3 |
| 36 |  $AMGN | AMGEN INC | $11.1M | 0.6% | -1% | 79.5 |
| 37 |  $CVX | CHEVRON CORP | $10.9M | 0.6% | -0% | 54.7 |
| 38 |  $PG | PROCTER & GAMBLE Co | $10.7M | 0.6% | -0% | 72.9 |
| 39 | — | FIRST TR EXCH TRADED FD III | $10.7M | 0.6% | -2% | — |
| 40 |  $SO | SOUTHERN CO | $9.6M | 0.6% | -1% | 65.1 |
| 41 |  $MRK | Merck & Co., Inc. | $9.6M | 0.6% | -3% | 70.9 |
| 42 | $TSLA | Tesla, Inc. | $9.0M | 0.5% | +1% | 50.1 |
| 43 |  $GD | GENERAL DYNAMICS CORP | $9.0M | 0.5% | -2% | 73 |
| 44 | — | VANGUARD INDEX FDS | $8.7M | 0.5% | -4% | — |
| 45 |  $CMI | CUMMINS INC | $8.6M | 0.5% | -2% | 58.9 |
| 46 |  $ORCL | ORACLE CORP | $8.6M | 0.5% | +2% | 67.2 |
| 47 | — | J P MORGAN EXCHANGE TRADED F | $8.4M | 0.5% | +5% | — |
| 48 | — | ISHARES TR | $8.4M | 0.5% | +10% | — |
| 49 |  $KO | COCA COLA CO | $8.2M | 0.5% | +0% | 74 |
| 50 | — | TCW ETF TRUST | $8.1M | 0.5% | +73% | — |
| 51 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $7.3M | 0.4% | -4% | — |
| 52 |  $UNH | UNITEDHEALTH GROUP INC | $7.3M | 0.4% | +52% | 66.8 |
| 53 |  $ABBV | AbbVie Inc. | $7.2M | 0.4% | +0% | 59.3 |
| 54 |  $MMM | 3M CO | $6.6M | 0.4% | +0% | 60.7 |
| 55 | — | ISHARES TR | $6.4M | 0.4% | -1% | — |
| 56 | $IVZ | Invesco Ltd. | $6.4M | 0.4% | +14% | — |
| 57 |  $COST | COSTCO WHOLESALE CORP /NEW | $6.2M | 0.3% | -1% | 67 |
| 58 |  $OFLX | Omega Flex, Inc. | $6.0M | 0.3% | +0% | 49.4 |
| 59 | $IVZ | Invesco Ltd. | $5.9M | 0.3% | -3% | — |
| 60 |  $BAC | BANK OF AMERICA CORP /DE/ | $5.9M | 0.3% | +1% | 68.4 |
| 61 |  $PM | Philip Morris International Inc. | $5.8M | 0.3% | -0% | 80.5 |
| 62 | — | ISHARES TR | $5.7M | 0.3% | -2% | — |
| 63 |  $BLK | BlackRock, Inc. | $5.5M | 0.3% | +1% | 70.3 |
| 64 |  $WM | WASTE MANAGEMENT INC | $5.5M | 0.3% | -4% | 70.7 |
| 65 | — | J P MORGAN EXCHANGE TRADED F | $5.5M | 0.3% | +2% | — |
| 66 |  $DUK | Duke Energy CORP | $5.4M | 0.3% | -0% | 64 |
| 67 |  $ALL | ALLSTATE CORP | $5.2M | 0.3% | +0% | 76.6 |
| 68 |  $EMR | EMERSON ELECTRIC CO | $5.1M | 0.3% | -0% | 65.9 |
| 69 |  $ASML | ASML HOLDING NV | $4.9M | 0.3% | -0% | — |
| 70 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $4.9M | 0.3% | +0% | 70.9 |
| 71 | $IVZ | Invesco Ltd. | $4.9M | 0.3% | +56% | — |
| 72 |  $KMB | KIMBERLY CLARK CORP | $4.9M | 0.3% | +14% | 61.7 |
| 73 | — | VANGUARD WORLD FD | $4.8M | 0.3% | -3% | — |
| 74 |  $COP | CONOCOPHILLIPS | $4.8M | 0.3% | -3% | 74.8 |
| 75 |  $PSX | Phillips 66 | $4.8M | 0.3% | +0% | 47.6 |
| 76 |  $TRV | TRAVELERS COMPANIES, INC. | $4.6M | 0.3% | -0% | 71.5 |
| 77 |  $PFE | PFIZER INC | $4.6M | 0.3% | +4% | 69 |
| 78 |  $LMT | LOCKHEED MARTIN CORP | $4.6M | 0.3% | +0% | 65 |
| 79 |  $PANW | Palo Alto Networks Inc | $4.5M | 0.3% | +2% | 66.5 |
| 80 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $4.4M | 0.3% | +0% | 75.4 |
| 81 |  $PLTR | Palantir Technologies Inc. | $4.4M | 0.3% | +32% | 85.8 |
| 82 |  $WMT | Walmart Inc. | $4.3M | 0.3% | -1% | 63.2 |
| 83 |  $BRK.A | BERKSHIRE HATHAWAY INC | $4.3M | 0.3% | +0% | 64.5 |
| 84 |  $QCOM | QUALCOMM INC/DE | $4.3M | 0.2% | -10% | 81.9 |
| 85 |  $PFH | PRUDENTIAL FINANCIAL INC | $4.3M | 0.2% | +2% | 58.6 |
| 86 | — | VANGUARD INDEX FDS | $4.0M | 0.2% | +10% | — |
| 87 | — | LEGG MASON ETF INVT | $3.9M | 0.2% | +2% | — |
| 88 |  $PEP | PEPSICO INC | $3.9M | 0.2% | +1% | 62.7 |
| 89 |  $MSI | Motorola Solutions, Inc. | $3.9M | 0.2% | +0% | 73.8 |
| 90 |  $BA | BOEING CO | $3.9M | 0.2% | -0% | 51.8 |
| 91 |  $D | DOMINION ENERGY, INC | $3.9M | 0.2% | +5% | 74.9 |
| 92 | — | VANGUARD STAR FDS | $3.8M | 0.2% | +0% | — |
| 93 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $3.8M | 0.2% | -9% | 68.1 |
| 94 |  $NFLX | NETFLIX INC | $3.8M | 0.2% | +3% | 86.7 |
| 95 | — | FIDELITY COVINGTON TRUST | $3.8M | 0.2% | -13% | — |
| 96 |  $HON | HONEYWELL INTERNATIONAL INC | $3.7M | 0.2% | +2% | 65.7 |
| 97 |  $NEE | NEXTERA ENERGY INC | $3.7M | 0.2% | -1% | 71.7 |
| 98 | $IVZ | Invesco Ltd. | $3.6M | 0.2% | -27% | — |
| 99 | — | VANGUARD INDEX FDS | $3.5M | 0.2% | -0% | — |
| 100 |  $TXN | TEXAS INSTRUMENTS INC | $3.2M | 0.2% | +0% | 70.4 |
| 101 |  $LOW | LOWES COMPANIES INC | $3.2M | 0.2% | -1% | 63.5 |
| 102 | — | SPDR SERIES TRUST | $3.1M | 0.2% | -2% | — |
| 103 | — | VANECK ETF TRUST | $3.0M | 0.2% | +97% | — |
| 104 |  $TFC | TRUIST FINANCIAL CORP | $3.0M | 0.2% | +4% | — |
| 105 |  $NSC | NORFOLK SOUTHERN CORP | $3.0M | 0.2% | -2% | 70.8 |
| 106 |  $MA | Mastercard Inc | $2.9M | 0.2% | -1% | 81.7 |
| 107 | — | SELECT SECTOR SPDR TR | $2.9M | 0.2% | -5% | — |
| 108 |  $GE | GENERAL ELECTRIC CO | $2.8M | 0.2% | +7% | 74.8 |
| 109 |  $GWW | W.W. GRAINGER, INC. | $2.8M | 0.2% | -8% | 69.5 |
| 110 |  $BX | Blackstone Inc. | $2.7M | 0.2% | -20% | 68 |
| 111 |  $PH | Parker-Hannifin Corp | $2.7M | 0.1% | +0% | 73.8 |
| 112 |  $AXP | AMERICAN EXPRESS CO | $2.6M | 0.1% | -1% | 73.2 |
| 113 | — | SELECT SECTOR SPDR TR | $2.6M | 0.1% | -1% | — |
| 114 | — | VANGUARD INDEX FDS | $2.5M | 0.1% | -0% | — |
| 115 |  $TJX | TJX COMPANIES INC /DE/ | $2.5M | 0.1% | -4% | 70.7 |
| 116 |  $EXC | EXELON CORP | $2.5M | 0.1% | +0% | 63.9 |
| 117 |  $GLD | SPDR GOLD TRUST | $2.3M | 0.1% | +22% | — |
| 118 |  $ETN | Eaton Corp plc | $2.3M | 0.1% | -3% | — |
| 119 |  $DIS | Walt Disney Co | $2.2M | 0.1% | -1% | 68.9 |
| 120 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.2M | 0.1% | +1% | 77.9 |
| 121 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.2M | 0.1% | +5% | — |
| 122 |  $VST | Vistra Corp. | $2.2M | 0.1% | +1% | 62.9 |
| 123 |  $GEV | GE Vernova Inc. | $2.1M | 0.1% | +7% | 70.1 |
| 124 | — | ISHARES TR | $2.1M | 0.1% | +0% | — |
| 125 |  $VZ | VERIZON COMMUNICATIONS INC | $2.1M | 0.1% | +1% | 71.6 |
| 126 | $TPL | Texas Pacific Land Corp | $2.0M | 0.1% | +0% | 79.1 |
| 127 |  $MS | MORGAN STANLEY | $2.0M | 0.1% | +4% | — |
| 128 | — | AMPLIFY ETF TR | $2.0M | 0.1% | +8% | — |
| 129 | — | J P MORGAN EXCHANGE TRADED F | $2.0M | 0.1% | +0% | — |
| 130 |  $__PARK_1390777 | Bank of New York Mellon Corp | $2.0M | 0.1% | +0% | 36.7 |
| 131 |  $CRWD | CrowdStrike Holdings, Inc. | $1.9M | 0.1% | +243% | 55 |
| 132 | — | VANGUARD WORLD FD | $1.8M | 0.1% | -6% | — |
| 133 |  $USB | US BANCORP DE | $1.8M | 0.1% | -1% | 71.4 |
| 134 | $AVGO | Broadcom Inc. | $1.8M | 0.1% | +8% | 86.4 |
| 135 |  $CRWV | CoreWeave, Inc. | $1.8M | 0.1% | +80% | 46.5 |
| 136 |  $CI | Cigna Group | $1.7M | 0.1% | +0% | 66.8 |
| 137 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.6M | 0.1% | -6% | 63.7 |
| 138 |  $IAU | ISHARES GOLD TRUST | $1.6M | 0.1% | +0% | — |
| 139 |  $NOW | ServiceNow, Inc. | $1.6M | 0.1% | +33% | 76 |
| 140 |  $ISRG | INTUITIVE SURGICAL INC | $1.6M | 0.1% | -7% | 81.4 |
| 141 |  $ITW | ILLINOIS TOOL WORKS INC | $1.6M | 0.1% | +1% | 71.2 |
| 142 | — | VANGUARD WHITEHALL FDS | $1.6M | 0.1% | +0% | — |
| 143 | — | ISHARES TR | $1.6M | 0.1% | -2% | — |
| 144 | $FBTC | Fidelity Wise Origin Bitcoin Fund | $1.5M | 0.1% | +9% | — |
| 145 |  $CVS | CVS HEALTH Corp | $1.5M | 0.1% | +0% | 51.3 |
| 146 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.5M | 0.1% | -4% | 60.5 |
| 147 |  $UNP | UNION PACIFIC CORP | $1.5M | 0.1% | -1% | 74 |
| 148 | $IVZ | Invesco Ltd. | $1.5M | 0.1% | +0% | — |
| 149 |  $CARR | CARRIER GLOBAL Corp | $1.4M | 0.1% | -0% | 61.5 |
| 150 |  $MKL | MARKEL GROUP INC. | $1.4M | 0.1% | +0% | 68.2 |
| 151 | — | SELECT SECTOR SPDR TR | $1.4M | 0.1% | -0% | — |
| 152 | — | ISHARES TR | $1.4M | 0.1% | +2% | — |
| 153 | — | COLUMBIA ETF TR I | $1.4M | 0.1% | NEW | — |
| 154 |  $AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.1% | +9% | 78.8 |
| 155 |  $DOV | DOVER Corp | $1.3M | 0.1% | +2% | 63.1 |
| 156 |  $ES | EVERSOURCE ENERGY | $1.3M | 0.1% | +4% | 67 |
| 157 |  $MTB | M&T BANK CORP | $1.3M | 0.1% | -1% | 64.1 |
| 158 | — | J P MORGAN EXCHANGE TRADED F | $1.2M | 0.1% | +45% | — |
| 159 |  $WFC | WELLS FARGO & COMPANY/MN | $1.2M | 0.1% | +2% | — |
| 160 |  $T | AT&T INC. | $1.2M | 0.1% | +12% | 71.9 |
| 161 | — | VANGUARD INDEX FDS | $1.2M | 0.1% | +0% | — |
| 162 |  $CB | Chubb Ltd | $1.1M | 0.1% | +1% | — |
| 163 | — | ISHARES TR | $1.1M | 0.1% | +0% | — |
| 164 | — | VANGUARD WORLD FD | $1.1M | 0.1% | +0% | — |
| 165 | — | ISHARES TR | $1.1M | 0.1% | +16% | — |
| 166 |  $WT | WisdomTree, Inc. | $1.1M | 0.1% | +0% | 62.9 |
| 167 |  $WPM | Wheaton Precious Metals Corp. | $1.1M | 0.1% | +0% | — |
| 168 |  $AFL | AFLAC INC | $1.0M | 0.1% | -13% | 60.3 |
| 169 | $IVZ | Invesco Ltd. | $1.0M | 0.1% | +0% | — |
| 170 |  $CRM | Salesforce, Inc. | $1.0M | 0.1% | -42% | 75.2 |
| 171 | — | VANECK ETF TRUST | $1.0M | 0.1% | +0% | — |
| 172 |  $CTVA | Corteva, Inc. | $993,805 | 0.1% | +0% | 48.4 |
| 173 |  $MO | ALTRIA GROUP, INC. | $972,050 | 0.1% | +3% | 72.1 |
| 174 | — | SELECT SECTOR SPDR TR | $948,233 | 0.1% | +0% | — |
| 175 |  $OR | OR Royalties Inc. | $932,098 | 0.1% | +0% | — |
| 176 | — | CAPITAL GROUP GLOBAL EQUITY | $925,980 | 0.1% | -5% | — |
| 177 | — | ISHARES TR | $922,137 | 0.1% | +0% | — |
| 178 |  $AMAT | APPLIED MATERIALS INC /DE | $885,389 | 0.1% | +0% | 74.8 |
| 179 |  $ABT | ABBOTT LABORATORIES | $860,622 | 0.1% | -1% | 67 |
| 180 | $IVZ | Invesco Ltd. | $851,180 | 0.1% | +0% | — |
| 181 |  $DHR | DANAHER CORP /DE/ | $848,809 | 0.1% | -10% | 63.9 |
| 182 | $IVZ | Invesco Ltd. | $840,045 | 0.1% | +49% | — |
| 183 |  $FULT | FULTON FINANCIAL CORP | $835,893 | 0.1% | -3% | 52.1 |
| 184 |  $LIN | LINDE PLC | $835,753 | 0.1% | +1% | — |
| 185 | — | ISHARES TR | $834,636 | 0.1% | +0% | — |
| 186 |  $SBUX | STARBUCKS CORP | $828,125 | 0.1% | -1% | 54.6 |
| 187 |  $OTIS | Otis Worldwide Corp | $823,080 | 0.1% | -4% | 60.3 |
| 188 |  $TROW | PRICE T ROWE GROUP INC | $813,514 | 0.1% | +0% | 75.8 |
| 189 | — | ISHARES TR | $807,272 | 0.1% | +0% | — |
| 190 |  $ENB | ENBRIDGE INC | $806,632 | 0.1% | -0% | — |
| 191 |  $ZTS | Zoetis Inc. | $792,716 | 0.1% | +0% | 72.6 |
| 192 | $BAC | BANK OF AMERICA CORP /DE/ | $782,855 | 0.0% | +2% | 68.4 |
| 193 |  $SYK | STRYKER CORP | $771,262 | 0.0% | -1% | 69.8 |
| 194 |  $BMY | BRISTOL MYERS SQUIBB CO | $757,215 | 0.0% | +0% | 70.1 |
| 195 |  $CME | CME GROUP INC. | $754,915 | 0.0% | +0% | 74.5 |
| 196 |  $INTC | INTEL CORP | $754,430 | 0.0% | +1% | 41.5 |
| 197 | — | ISHARES TR | $753,639 | 0.0% | +9% | — |
| 198 | — | ISHARES TR | $748,663 | 0.0% | +0% | — |
| 199 |  $ELV | Elevance Health, Inc. | $747,989 | 0.0% | +2% | 59.4 |
| 200 |  $NVS | NOVARTIS AG | $728,923 | 0.0% | -1% | — |
| 201 |  $APD | Air Products & Chemicals, Inc. | $711,188 | 0.0% | -1% | 41.2 |
| 202 |  $SHEL | Shell plc | $710,484 | 0.0% | -5% | — |
| 203 |  $ARW | ARROW ELECTRONICS, INC. | $703,426 | 0.0% | +0% | 51.4 |
| 204 | — | SPDR SERIES TRUST | $702,602 | 0.0% | +0% | — |
| 205 | — | ISHARES TR | $700,848 | 0.0% | +2% | — |
| 206 | — | VANGUARD WORLD FD | $693,843 | 0.0% | +3% | — |
| 207 |  $HOOD | Robinhood Markets, Inc. | $687,248 | 0.0% | +203% | 75.8 |
| 208 |  $DE | DEERE & CO | $683,283 | 0.0% | -10% | 57.4 |
| 209 |  $ADI | ANALOG DEVICES INC | $678,440 | 0.0% | -2% | 76.2 |
| 210 | — | VANGUARD WORLD FD | $675,556 | 0.0% | -26% | — |
| 211 |  $MSTR | Strategy Inc | $648,116 | 0.0% | +9% | 25.4 |
| 212 |  $CL | COLGATE PALMOLIVE CO | $645,923 | 0.0% | -3% | 72.4 |
| 213 |  $R | RYDER SYSTEM INC | $636,443 | 0.0% | +0% | 54.7 |
| 214 | — | FIRST TR EXCH TRADED FD III | $628,600 | 0.0% | +31% | — |
| 215 | — | SELECT SECTOR SPDR TR | $625,722 | 0.0% | -4% | — |
| 216 |  $ED | CONSOLIDATED EDISON INC | $618,344 | 0.0% | +0% | 71.6 |
| 217 |  $PLD | Prologis, Inc. | $616,255 | 0.0% | +2% | 67.5 |
| 218 |  $GM | General Motors Co | $607,514 | 0.0% | +0% | 58.7 |
| 219 |  $NDAQ | NASDAQ, INC. | $601,996 | 0.0% | NEW | 78.5 |
| 220 | — | ISHARES TR | $601,632 | 0.0% | +0% | — |
| 221 | — | ISHARES TR | $598,991 | 0.0% | +0% | — |
| 222 | — | ISHARES TR | $598,320 | 0.0% | +0% | — |
| 223 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $593,121 | 0.0% | +38% | 66.4 |
| 224 | — | VANGUARD INDEX FDS | $591,907 | 0.0% | +0% | — |
| 225 |  $SCHW | SCHWAB CHARLES CORP | $588,886 | 0.0% | +0% | 77.2 |
| 226 |  $O | REALTY INCOME CORP | $579,892 | 0.0% | -4% | 74.6 |
| 227 |  $TEL | TE Connectivity plc | $562,055 | 0.0% | +0% | — |
| 228 |  $ADBE | ADOBE INC. | $559,327 | 0.0% | +19% | 80.4 |
| 229 |  $DOW | DOW INC. | $540,717 | 0.0% | +0% | 38 |
| 230 |  $SPGI | S&P Global Inc. | $539,536 | 0.0% | +0% | 79.4 |
| 231 |  $DELL | Dell Technologies Inc. | $534,900 | 0.0% | +0% | 76 |
| 232 | $IVZ | Invesco Ltd. | $530,672 | 0.0% | +0% | — |
| 233 |  $UPS | UNITED PARCEL SERVICE INC | $530,325 | 0.0% | -2% | 58.2 |
| 234 | — | PROSHARES TR | $519,767 | 0.0% | +0% | — |
| 235 | — | JANUS DETROIT STR TR | $518,922 | 0.0% | -16% | — |
| 236 |  $INTU | INTUIT INC. | $517,399 | 0.0% | -16% | 82 |
| 237 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $516,947 | 0.0% | NEW | 74.6 |
| 238 | — | FIRST TR EXCH TRADED FD III | $504,100 | 0.0% | +0% | — |
| 239 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $503,928 | 0.0% | +0% | 65.3 |
| 240 |  $MDLZ | Mondelez International, Inc. | $502,717 | 0.0% | -9% | 53.9 |
| 241 | — | VANGUARD WORLD FD | $492,419 | 0.0% | +0% | — |
| 242 |  $PJT | PJT Partners Inc. | $491,027 | 0.0% | +0% | 73.7 |
| 243 |  $CLX | CLOROX CO /DE/ | $485,365 | 0.0% | +84% | 63.5 |
| 244 |  $ADM | Archer-Daniels-Midland Co | $483,098 | 0.0% | +0% | 49.4 |
| 245 | — | ISHARES TR | $482,256 | 0.0% | +0% | — |
| 246 |  $AMT | AMERICAN TOWER CORP /MA/ | $475,803 | 0.0% | -1% | 69.8 |
| 247 |  $IBIT | iShares Bitcoin Trust ETF | $475,636 | 0.0% | +17% | — |
| 248 | — | ISHARES TR | $475,087 | 0.0% | +0% | — |
| 249 | — | FIDELITY COVINGTON TRUST | $466,859 | 0.0% | +3% | — |
| 250 |  $KKR | KKR & Co. Inc. | $465,275 | 0.0% | +0% | 49.8 |
| 251 |  $UL | UNILEVER PLC | $456,615 | 0.0% | -4% | — |
| 252 |  $NVO | NOVO NORDISK A S | $454,414 | 0.0% | +5% | — |
| 253 |  $UBER | Uber Technologies, Inc | $453,087 | 0.0% | -30% | 79.3 |
| 254 |  $CWEN | Clearway Energy, Inc. | $452,061 | 0.0% | -5% | 64.2 |
| 255 |  $CEF | Sprott Physical Gold & Silver Trust | $450,954 | 0.0% | +0% | — |
| 256 | — | SCHWAB STRATEGIC TR | $450,072 | 0.0% | +0% | — |
| 257 |  $MU | MICRON TECHNOLOGY INC | $448,163 | 0.0% | NEW | 88.4 |
| 258 |  $GIS | GENERAL MILLS INC | $438,737 | 0.0% | +0% | 64.1 |
| 259 | — | ISHARES TR | $434,669 | 0.0% | +0% | — |
| 260 | — | SPDR SERIES TRUST | $433,669 | 0.0% | +2% | — |
| 261 | — | ISHARES TR | $431,986 | 0.0% | +0% | — |
| 262 |  $PWR | QUANTA SERVICES, INC. | $430,981 | 0.0% | -0% | 62.6 |
| 263 | — | FIDELITY COVINGTON TRUST | $427,990 | 0.0% | +0% | — |
| 264 |  $KMI | KINDER MORGAN, INC. | $425,609 | 0.0% | +10% | 74.6 |
| 265 |  $MSA | MSA Safety Inc | $425,450 | 0.0% | -0% | 59.1 |
| 266 |  $SWK | STANLEY BLACK & DECKER, INC. | $423,802 | 0.0% | -0% | 52.4 |
| 267 | — | FIRST TR EXCHANGE-TRADED FD | $422,534 | 0.0% | +0% | — |
| 268 | — | PUTNAM ETF TRUST | $422,256 | 0.0% | -10% | — |
| 269 |  $TT | Trane Technologies plc | $416,660 | 0.0% | -1% | — |
| 270 |  $HOLX | HOLOGIC INC | $415,745 | 0.0% | +0% | 62.3 |
| 271 | — | ARK ETF TR | $415,543 | 0.0% | -0% | — |
| 272 |  $ABNB | Airbnb, Inc. | $414,198 | 0.0% | +0% | 70.1 |
| 273 | — | VANECK ETF TRUST | $408,909 | 0.0% | -2% | — |
| 274 | — | NUSHARES ETF TR | $408,229 | 0.0% | +0% | — |
| 275 | — | FIRST TR EXCHANGE-TRADED FD | $402,082 | 0.0% | +0% | — |
| 276 | — | VANGUARD INDEX FDS | $399,272 | 0.0% | +0% | — |
| 277 | — | BNY MELLON ETF TRUST | $398,982 | 0.0% | NEW | — |
| 278 |  $CHDN | Churchill Downs Inc | $395,252 | 0.0% | +0% | 65.5 |
| 279 |  $Q | Qnity Electronics, Inc. | $395,061 | 0.0% | -3% | — |
| 280 |  $MELI | MERCADOLIBRE INC | $393,629 | 0.0% | -14% | 77.5 |
| 281 |  $CBOE | Cboe Global Markets, Inc. | $393,498 | 0.0% | -13% | 81.2 |
| 282 | — | VANGUARD INDEX FDS | $391,446 | 0.0% | +0% | — |
| 283 |  $HSY | HERSHEY CO | $388,546 | 0.0% | +0% | 59.4 |
| 284 |  $WASH | WASHINGTON TRUST BANCORP INC | $384,589 | 0.0% | +0% | 66.5 |
| 285 |  $MGM | MGM Resorts International | $384,164 | 0.0% | +0% | 48 |
| 286 | $IVZ | Invesco Ltd. | $383,613 | 0.0% | +11% | — |
| 287 | — | J P MORGAN EXCHANGE TRADED F | $378,342 | 0.0% | +1% | — |
| 288 |  $XEL | XCEL ENERGY INC | $370,373 | 0.0% | +3% | — |
| 289 | — | FIRST TR EXCHANGE-TRADED FD | $368,808 | 0.0% | +0% | — |
| 290 | — | VANGUARD WORLD FD | $354,100 | 0.0% | +0% | — |
| 291 |  $QBTS | D-Wave Quantum Inc. | $353,174 | 0.0% | NEW | 24.7 |
| 292 |  $MCHP | MICROCHIP TECHNOLOGY INC | $352,359 | 0.0% | -1% | 40 |
| 293 |  $MET | METLIFE INC | $352,221 | 0.0% | +2% | 73.9 |
| 294 |  $FAST | FASTENAL CO | $350,493 | 0.0% | +0% | 73.5 |
| 295 |  $CG | Carlyle Group Inc. | $345,069 | 0.0% | +0% | 47.3 |
| 296 |  $CAE | CAE INC | $342,610 | 0.0% | +0% | — |
| 297 |  $EOG | EOG RESOURCES INC | $338,891 | 0.0% | +0% | 71.1 |
| 298 |  $GILD | GILEAD SCIENCES, INC. | $337,136 | 0.0% | -4% | 77.8 |
| 299 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $335,906 | 0.0% | +0% | 42.4 |
| 300 |  $WEC | WEC ENERGY GROUP, INC. | $335,154 | 0.0% | +0% | 67 |
| 301 | — | ISHARES TR | $335,013 | 0.0% | +0% | — |
| 302 | — | ISHARES TR | $331,446 | 0.0% | +0% | — |
| 303 |  $HCXY | Hercules Capital, Inc. | $328,415 | 0.0% | +15% | — |
| 304 |  $IQV | IQVIA HOLDINGS INC. | $327,437 | 0.0% | +0% | 59.7 |
| 305 |  $SBRA | Sabra Health Care REIT, Inc. | $324,641 | 0.0% | +0% | 73.5 |
| 306 |  $SNOW | Snowflake Inc. | $322,906 | 0.0% | NEW | 49.6 |
| 307 | — | ISHARES TR | $320,167 | 0.0% | -25% | — |
| 308 |  $DD | DuPont de Nemours, Inc. | $313,730 | 0.0% | -3% | 31.1 |
| 309 | — | SPDR SERIES TRUST | $312,632 | 0.0% | +0% | — |
| 310 |  $WMB | WILLIAMS COMPANIES, INC. | $311,503 | 0.0% | -42% | 72.8 |
| 311 |  $LAMR | LAMAR ADVERTISING CO/NEW | $310,570 | 0.0% | +2% | 67.8 |
| 312 | — | ISHARES TR | $310,539 | 0.0% | +0% | — |
| 313 | — | SPDR SERIES TRUST | $310,452 | 0.0% | +0% | — |
| 314 | — | VANGUARD ADMIRAL FDS INC | $310,151 | 0.0% | +0% | — |
| 315 |  $YUM | YUM BRANDS INC | $304,896 | 0.0% | +3% | 71.7 |
| 316 | — | FIRST TR EXCHANGE TRADED FD | $303,231 | 0.0% | +0% | — |
| 317 | — | ISHARES TR | $298,441 | 0.0% | +0% | — |
| 318 |  $TGT | TARGET CORP | $294,516 | 0.0% | -1% | 53.1 |
| 319 |  $KLAC | KLA CORP | $291,963 | 0.0% | +11% | 84.4 |
| 320 |  $ACN | Accenture plc | $290,449 | 0.0% | -11% | — |
| 321 |  $RJF | RAYMOND JAMES FINANCIAL INC | $289,580 | 0.0% | -0% | 63.8 |
| 322 |  $PAYX | PAYCHEX INC | $289,441 | 0.0% | +0% | 75.1 |
| 323 | — | ISHARES TR | $283,307 | 0.0% | -6% | — |
| 324 |  $C | CITIGROUP INC | $278,648 | 0.0% | +2% | 54.8 |
| 325 |  $PAGP | PLAINS GP HOLDINGS LP | $277,885 | 0.0% | NEW | 52.9 |
| 326 | — | SPDR SERIES TRUST | $276,258 | 0.0% | -1% | — |
| 327 | — | INVESCO EXCHANGE TRADED FD T | $275,220 | 0.0% | +0% | — |
| 328 |  $MDT | Medtronic plc | $272,254 | 0.0% | -20% | — |
| 329 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $261,535 | 0.0% | -7% | 69.5 |
| 330 |  $VRSN | VERISIGN INC/CA | $260,778 | 0.0% | +0% | 71.6 |
| 331 |  $CTAS | CINTAS CORP | $259,122 | 0.0% | -0% | 76.3 |
| 332 |  $AJG | Arthur J. Gallagher & Co. | $257,514 | 0.0% | -1% | 72.1 |
| 333 | — | VANGUARD SCOTTSDALE FDS | $257,482 | 0.0% | NEW | — |
| 334 |  $ICE | Intercontinental Exchange, Inc. | $256,366 | 0.0% | +6% | 73.8 |
| 335 | — | SPDR SERIES TRUST | $250,876 | 0.0% | -6% | — |
| 336 |  $COF | CAPITAL ONE FINANCIAL CORP | $248,378 | 0.0% | +0% | 71 |
| 337 | — | ISHARES TR | $244,049 | 0.0% | +5% | — |
| 338 |  $NKE | NIKE, Inc. | $243,870 | 0.0% | +0% | 53.4 |
| 339 |  $KNTK | Kinetik Holdings Inc. | $239,968 | 0.0% | NEW | 56.7 |
| 340 | $WT | WisdomTree, Inc. | $237,658 | 0.0% | +0% | 62.9 |
| 341 | — | ISHARES TR | $237,311 | 0.0% | -35% | — |
| 342 |  $KVUE | Kenvue Inc. | $236,085 | 0.0% | +0% | 60.2 |
| 343 |  $MCO | MOODYS CORP /DE/ | $235,670 | 0.0% | +1% | 81.3 |
| 344 |  $RHP | Ryman Hospitality Properties, Inc. | $234,366 | 0.0% | -10% | 64.8 |
| 345 | — | FIRST TR EXCHNG TRADED FD VI | $234,338 | 0.0% | -17% | — |
| 346 | $IVZ | Invesco Ltd. | $232,643 | 0.0% | +0% | — |
| 347 |  $FLNG | Flex LNG Ltd. | $231,916 | 0.0% | NEW | — |
| 348 |  $TTE | TotalEnergies SE | $230,401 | 0.0% | NEW | — |
| 349 |  $BIP | Brookfield Infrastructure Partners L.P. | $227,989 | 0.0% | NEW | — |
| 350 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $226,988 | 0.0% | +0% | 63.2 |
| 351 |  $VICI | VICI PROPERTIES INC. | $222,112 | 0.0% | NEW | 76.2 |
| 352 |  $MPC | Marathon Petroleum Corp | $220,250 | 0.0% | NEW | 50.7 |
| 353 | — | SELECT SECTOR SPDR TR | $219,278 | 0.0% | -14% | — |
| 354 | — | VANGUARD BD INDEX FDS | $217,572 | 0.0% | +0% | — |
| 355 |  $BWA | BORGWARNER INC | $217,040 | 0.0% | -38% | 57.2 |
| 356 | — | DIMENSIONAL ETF TRUST | $216,449 | 0.0% | NEW | — |
| 357 |  $BUD | Anheuser-Busch InBev SA/NV | $216,088 | 0.0% | -1% | — |
| 358 |  $BN | BROOKFIELD Corp /ON/ | $215,988 | 0.0% | +0% | — |
| 359 |  $BSX | BOSTON SCIENTIFIC CORP | $212,853 | 0.0% | -1% | 79.9 |
| 360 |  $TMUS | T-Mobile US, Inc. | $212,550 | 0.0% | +0% | 72.7 |
| 361 | — | ISHARES TR | $211,067 | 0.0% | -15% | — |
| 362 |  $TEX | TEREX CORP | $211,046 | 0.0% | NEW | 49.9 |
| 363 |  $TSLX | Sixth Street Specialty Lending, Inc. | $207,859 | 0.0% | +10% | — |
| 364 |  $PSTL | Postal Realty Trust, Inc. | $207,501 | 0.0% | -1% | 62.7 |
| 365 | — | ISHARES TR | $207,256 | 0.0% | +0% | — |
| 366 |  $AEE | AMEREN CORP | $206,869 | 0.0% | NEW | 63.5 |
| 367 | — | STATE STR SPDR DOW JONES IND | $203,804 | 0.0% | -19% | — |
| 368 |  $CCZ | COMCAST CORP | $203,209 | 0.0% | -1% | 70.4 |
| 369 |  $AMCR | Amcor plc | $202,089 | 0.0% | -80% | — |
| 370 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $200,952 | 0.0% | +0% | 33 |
| 371 |  $BBY | BEST BUY CO INC | $200,946 | 0.0% | NEW | 51.5 |
| 372 |  $AMBP | Ardagh Metal Packaging S.A. | $178,548 | 0.0% | +0% | — |
| 373 |  $ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $174,976 | 0.0% | +0% | — |
| 374 |  $CAG | CONAGRA BRANDS INC. | $173,234 | 0.0% | +0% | 48.2 |
| 375 |  $VTRS | Viatris Inc | $165,389 | 0.0% | +0% | 47.1 |
| 376 |  $WU | Western Union CO | $153,063 | 0.0% | +0% | 52.8 |
| 377 |  $ABTC | American Bitcoin Corp. | $147,904 | 0.0% | +220% | 34.9 |
| 378 |  $RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | $146,443 | 0.0% | +17% | — |
| 379 |  $SMR | NUSCALE POWER Corp | $130,080 | 0.0% | NEW | 26.6 |
| 380 |  $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | $114,180 | 0.0% | +0% | — |
New Positions (20)
COLUMBIA ETF TR I$1.4M
$NDAQ NASDAQ, INC.$601,996$PEG PUBLIC SERVICE ENTERPRISE GROUP INC$516,947$MU MICRON TECHNOLOGY INC$448,163 BNY MELLON ETF TRUST$398,982
$QBTS D-Wave Quantum Inc.$353,174$SNOW Snowflake Inc.$322,906$PAGP PLAINS GP HOLDINGS LP$277,885 VANGUARD SCOTTSDALE FDS$257,482
$KNTK Kinetik Holdings Inc.$239,968$FLNG Flex LNG Ltd.$231,916$TTE TotalEnergies SE$230,401$BIP Brookfield Infrastructure Partners L.P.$227,989$VICI VICI PROPERTIES INC.$222,112$MPC Marathon Petroleum Corp$220,250
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