Laurel Wealth Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1757128
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.0B
Holdings
200
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Laurel Wealth Advisors LLC disclosed 200 positions worth $1.0B in its Form 13F-HR for Q2 2026, led by $BRK.A (BERKSHIRE HATHAWAY INC) at 19.0% of the equity portfolio, followed by $AMZN. During the quarter the fund opened 11 new positions and exited 3 — including a new stake in $HONA. The portfolio is most concentrated in Other (29.5% of disclosed assets). All figures are sourced directly from Laurel Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1757128.
AI Fund Analysis
Stable
$BRK-A19.0% weight
Held 10 quarters
$AMZN7.3% weight
Held 10 quarters
VANGUARD SPECIALIZED FUNDS
4.1% weight
Held 10 quarters
$AAPL3.6% weight
Held 10 quarters
ISHARES TR - TRS FLT RT BD
3.2% weight
Held 10 quarters
$AMZN3 quarters accumulating
VANGUARD SPECIALIZED FUNDS
3 quarters accumulating
ISHARES TR - TRS FLT RT BD
3 quarters accumulating
ISHARES TR - 0-3 MTH TREAS
3 quarters accumulating
$HD3 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryHealthcareUtilities
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 64.5#634
Quality
$196.2M262 sh - 74.6#152
Quality
$75.2M315,498 sh VANGUARD SPECIALIZED FUNDS - DIV APP ETF
—Quality
$42.0M177,445 sh- 76.1
Quality
$37.5M129,713 sh ISHARES TR - TRS FLT RT BD
—Quality
$33.4M659,801 sh- 80.2
Quality
$33.0M92,326 sh ISHARES TR - 0-3 MTH TREASURY
—Quality
$29.7M294,790 sh- 90.2
Quality
$26.4M131,994 sh - 83.7
Quality
$23.2M62,158 sh - 64.0
Quality
$20.7M163,580 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.A | 64.5#634 | $196.2M | 262 |
| AMAZON COM INC$AMZN | 74.6#152 | $75.2M | 315,498 |
| VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $42.0M | 177,445 |
| Apple Inc.$AAPL | 76.1 | $37.5M | 129,713 |
| ISHARES TR - TRS FLT RT BD | — | $33.4M | 659,801 |
 Alphabet Inc.$GOOG | 80.2 | $33.0M | 92,326 |
| ISHARES TR - 0-3 MTH TREASURY | — | $29.7M | 294,790 |
 NVIDIA CORP$NVDA | 90.2 | $26.4M | 131,994 |
 MICROSOFT CORP$MSFT | 83.7 | $23.2M | 62,158 |
 Duke Energy CORP$DUK | 64.0 | $20.7M | 163,580 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Laurel Wealth Advisors LLC's 200 positions.
Showing top 10 of 200 holdings.
Sector Allocation
Other
$304.7M
Financials
$299.2M
Technology
$167.2M
Consumer Discretionary
$116.5M
Healthcare
$56.7M
Utilities
$25.7M
Consumer Staples
$21.2M
Industrials
$21.0M
Full Holdings — Laurel Wealth Advisors LLC (Q2 2026)
All 200 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 | $BRK.A | BERKSHIRE HATHAWAY INC | $196.2M | 19.0% | +0% | 64.5 |
| 2 | $AMZN | AMAZON COM INC | $75.2M | 7.3% | +21% | 74.6 |
| 3 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $42.0M | 4.1% | +1% | — |
| 4 | $AAPL | Apple Inc. | $37.5M | 3.6% | -1% | 76.1 |
| 5 | — | ISHARES TR - TRS FLT RT BD | $33.4M | 3.2% | +4% | — |
| 6 | $GOOG | Alphabet Inc. | $33.0M | 3.2% | +12% | 80.2 |
| 7 | — | ISHARES TR - 0-3 MTH TREASURY | $29.7M | 2.9% | +3% | — |
| 8 | $NVDA | NVIDIA CORP | $26.4M | 2.5% | -1% | 90.2 |
| 9 | $MSFT | MICROSOFT CORP | $23.2M | 2.2% | +0% | 83.7 |
| 10 | $DUK | Duke Energy CORP | $20.7M | 2.0% | -0% | 64 |
| 11 | — | ISHARES TR - CORE S&P SCP ETF | $19.1M | 1.9% | -0% | — |
| 12 |  $JPM | JPMORGAN CHASE & CO | $18.1M | 1.8% | -1% | 35.6 |
| 13 |  $SPY | SPDR S&P 500 ETF TRUST | $17.1M | 1.6% | -2% | — |
| 14 |  $LLY | ELI LILLY & Co | $16.9M | 1.6% | -1% | 89.3 |
| 15 |  $WMT | Walmart Inc. | $13.0M | 1.3% | -1% | 63.2 |
| 16 |  $JNJ | JOHNSON & JOHNSON | $12.5M | 1.2% | -1% | 72.8 |
| 17 |  $MA | Mastercard Inc | $12.2M | 1.2% | -1% | 81.7 |
| 18 |  $BAC | BANK OF AMERICA CORP /DE/ | $11.9M | 1.1% | -0% | 68.4 |
| 19 |  $CSCO | CISCO SYSTEMS, INC. | $11.1M | 1.1% | -5% | 72.3 |
| 20 | $HD | HOME DEPOT, INC. | $10.1M | 1.0% | +1% | 69.2 |
| 21 | — | VANGUARD INDEX FDS - GROWTH ETF | $9.4M | 0.9% | -3% | — |
| 22 | — | ISHARES TR - CORE MSCI EAFE | $9.4M | 0.9% | +0% | — |
| 23 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.7M | 0.8% | +0% | 64.5 |
| 24 |  $AMGN | AMGEN INC | $8.5M | 0.8% | +1% | 79.5 |
| 25 | — | BONDBLOXX ETF TRUST - BLOOMBERG SIX MN | $8.4M | 0.8% | +3% | — |
| 26 |  $GOOGL | Alphabet Inc. | $8.1M | 0.8% | -1% | 80.2 |
| 27 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $8.0M | 0.8% | +0% | — |
| 28 |  $WT | WisdomTree, Inc. | $7.6M | 0.7% | +0% | 62.9 |
| 29 |  $ABBV | AbbVie Inc. | $7.6M | 0.7% | -1% | 59.3 |
| 30 |  $CRWD | CrowdStrike Holdings, Inc. | $7.5M | 0.7% | -2% | 55 |
| 31 |  $KO | COCA COLA CO | $7.5M | 0.7% | -1% | 74 |
| 32 |  $PG | PROCTER & GAMBLE Co | $6.9M | 0.7% | +0% | 72.9 |
| 33 |  $META | Meta Platforms, Inc. | $6.4M | 0.6% | +0% | 80.9 |
| 34 | — | ISHARES TR - RUSSELL 2000 ETF | $6.3M | 0.6% | +2% | — |
| 35 |  $IVZ | Invesco Ltd. | $6.1M | 0.6% | +1% | — |
| 36 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $5.9M | 0.6% | -0% | — |
| 37 | — | ISHARES TR - IBONDS DEC2026 | $5.7M | 0.6% | -2% | — |
| 38 | — | ISHARES TR - U.S. TECH ETF | $5.7M | 0.6% | -0% | — |
| 39 | $IVZ | Invesco Ltd. | $5.6M | 0.5% | +4% | — |
| 40 |  $TJX | TJX COMPANIES INC /DE/ | $5.5M | 0.5% | -1% | 70.7 |
| 41 | $IVZ | Invesco Ltd. | $5.4M | 0.5% | -1% | — |
| 42 |  $MCD | MCDONALDS CORP | $5.4M | 0.5% | -0% | 73.9 |
| 43 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $5.4M | 0.5% | -1% | — |
| 44 |  $CVX | CHEVRON CORP | $4.8M | 0.5% | -1% | 54.7 |
| 45 |  $RTX | RTX Corp | $4.7M | 0.5% | +0% | 70 |
| 46 | — | ISHARES TR - IBDS DEC28 ETF | $4.6M | 0.4% | +5% | — |
| 47 |  $SO | SOUTHERN CO | $4.4M | 0.4% | -1% | 65.1 |
| 48 | — | ISHARES TR - IBONDS 27 ETF | $4.3M | 0.4% | +5% | — |
| 49 | $IVZ | Invesco Ltd. | $4.1M | 0.4% | +7% | — |
| 50 |  $PEP | PEPSICO INC | $4.1M | 0.4% | +0% | 62.7 |
| 51 |  $ABT | ABBOTT LABORATORIES | $4.0M | 0.4% | -1% | 67 |
| 52 |  $XOM | EXXON MOBIL CORP | $4.0M | 0.4% | -1% | 61.8 |
| 53 |  $UPS | UNITED PARCEL SERVICE INC | $3.8M | 0.4% | +2% | 58.2 |
| 54 | — | ISHARES TR - MSCI EAFE ETF | $3.7M | 0.4% | +0% | — |
| 55 | — | ISHARES TR - IBONDS DEC 29 | $3.7M | 0.3% | +9% | — |
| 56 | — | GLOBAL X FDS - US INFR DEV ETF | $3.6M | 0.3% | -2% | — |
| 57 |  $GLD | SPDR GOLD TRUST | $3.6M | 0.3% | -4% | — |
| 58 | — | PACER FDS TR - GLOBL CASH ETF | $3.5M | 0.3% | +2% | — |
| 59 |  $ADP | AUTOMATIC DATA PROCESSING INC | $3.3M | 0.3% | -1% | 77.9 |
| 60 |  $UNP | UNION PACIFIC CORP | $3.2M | 0.3% | -0% | 74 |
| 61 |  $ENB | ENBRIDGE INC | $3.1M | 0.3% | -1% | — |
| 62 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $3.0M | 0.3% | +0% | — |
| 63 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $3.0M | 0.3% | +0% | — |
| 64 | — | ISHARES TR - IBONDS DEC 2030 | $3.0M | 0.3% | +15% | — |
| 65 | — | ISHARES TR - 1 3 YR TREAS BD | $3.0M | 0.3% | +3% | — |
| 66 | $IVZ | Invesco Ltd. | $3.0M | 0.3% | -2% | — |
| 67 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $2.7M | 0.3% | +1% | — |
| 68 | — | BONDBLOXX ETF TRUST - BLOOMBERG ONE YR | $2.7M | 0.3% | +6% | — |
| 69 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $2.7M | 0.3% | +2% | — |
| 70 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $2.6M | 0.3% | -1% | — |
| 71 | — | ISHARES TR - US HLTHCARE ETF | $2.6M | 0.3% | +0% | — |
| 72 | — | CAMBRIA ETF TR - SHSHLD YIELD ETF | $2.6M | 0.3% | +2% | — |
| 73 |  $NFLX | NETFLIX INC | $2.6M | 0.3% | +0% | 86.7 |
| 74 |  $TFC | TRUIST FINANCIAL CORP | $2.5M | 0.2% | +0% | — |
| 75 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $2.4M | 0.2% | +0% | — |
| 76 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $2.3M | 0.2% | +2% | — |
| 77 | — | ISHARES TR - US INDUSTRIALS | $2.3M | 0.2% | +0% | — |
| 78 | — | ISHARES TR - CORE S&P500 ETF | $2.3M | 0.2% | +5% | — |
| 79 | — | ISHARES TR - SELECT DIVID ETF | $2.2M | 0.2% | +0% | — |
| 80 |  $CRM | Salesforce, Inc. | $2.2M | 0.2% | +2% | 75.2 |
| 81 |  $DIS | Walt Disney Co | $2.2M | 0.2% | +2% | 68.9 |
| 82 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $2.2M | 0.2% | -1% | — |
| 83 |  $WFC | WELLS FARGO & COMPANY/MN | $2.1M | 0.2% | +1% | — |
| 84 | — | SPDR SERIES TRUST - ST STR P500VAL | $2.1M | 0.2% | +0% | — |
| 85 | — | ISHARES TR - 0-5YR INVT GR CP | $2.0M | 0.2% | +5% | — |
| 86 | — | ISHARES TR - IBONDS DEC 2031 | $2.0M | 0.2% | +25% | — |
| 87 |  $NKE | NIKE, Inc. | $2.0M | 0.2% | +6% | 53.4 |
| 88 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.9M | 0.2% | +1% | 66.7 |
| 89 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | $1.9M | 0.2% | +3% | — |
| 90 |  $VZ | VERIZON COMMUNICATIONS INC | $1.8M | 0.2% | +1% | 71.6 |
| 91 | — | ISHARES TR - RUS 1000 GRW ETF | $1.8M | 0.2% | +0% | — |
| 92 |  $HON | HONEYWELL INTERNATIONAL INC | $1.8M | 0.2% | -50% | 65.7 |
| 93 |  $HONA | Honeywell Aerospace Inc. | $1.8M | 0.2% | NEW | — |
| 94 |  $AXP | AMERICAN EXPRESS CO | $1.7M | 0.2% | -4% | 73.2 |
| 95 |  $CL | COLGATE PALMOLIVE CO | $1.6M | 0.2% | +0% | 72.4 |
| 96 |  $BLK | BlackRock, Inc. | $1.5M | 0.1% | +1% | 70.3 |
| 97 |  $SSB | SouthState Bank Corp | $1.5M | 0.1% | -0% | — |
| 98 | $IVZ | Invesco Ltd. | $1.4M | 0.1% | +45% | — |
| 99 |  $MMM | 3M CO | $1.4M | 0.1% | +0% | 60.7 |
| 100 | — | ISHARES TR - S&P 500 VAL ETF | $1.4M | 0.1% | +0% | — |
| 101 | — | ISHARES TR - NATIONAL MUN ETF | $1.3M | 0.1% | +2% | — |
| 102 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.3M | 0.1% | +0% | — |
| 103 | — | ISHARES TR - S&P MC 400GR ETF | $1.3M | 0.1% | -0% | — |
| 104 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.3M | 0.1% | +0% | 67 |
| 105 |  $FITB | FIFTH THIRD BANCORP | $1.2M | 0.1% | -2% | — |
| 106 |  $UBER | Uber Technologies, Inc | $1.2M | 0.1% | +5% | 79.3 |
| 107 |  $BDX | BECTON DICKINSON & CO | $1.2M | 0.1% | +2% | 50.7 |
| 108 |  $ORCL | ORACLE CORP | $1.2M | 0.1% | -1% | 67.2 |
| 109 |  $CAT | CATERPILLAR INC | $1.1M | 0.1% | -4% | 67.8 |
| 110 | — | SPDR SERIES TRUST - ST STR P500GRW | $1.1M | 0.1% | +1% | — |
| 111 | — | ISHARES TR - IBOXX INV CP ETF | $1.1M | 0.1% | -1% | — |
| 112 |  $MDT | Medtronic plc | $1.1M | 0.1% | +1% | — |
| 113 |  $DG | DOLLAR GENERAL CORP | $1.1M | 0.1% | +0% | 60.4 |
| 114 |  $COP | CONOCOPHILLIPS | $1.1M | 0.1% | +1% | 74.8 |
| 115 |  $IQV | IQVIA HOLDINGS INC. | $1.0M | 0.1% | +1% | 59.7 |
| 116 |  $LOW | LOWES COMPANIES INC | $1.0M | 0.1% | -2% | 63.5 |
| 117 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $993,801 | 0.1% | +4% | — |
| 118 | — | SPINNAKER ETF SERIES - SELE STO EUR ETF | $988,278 | 0.1% | -0% | — |
| 119 | — | ISHARES TR - CORE S&P MCP ETF | $983,397 | 0.1% | -3% | — |
| 120 |  $TXN | TEXAS INSTRUMENTS INC | $975,286 | 0.1% | -6% | 70.4 |
| 121 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $958,148 | 0.1% | +2% | — |
| 122 | — | TOWNEBANK PORTSMOUTH VA - COM | $883,272 | 0.1% | +0% | — |
| 123 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | $846,434 | 0.1% | +0% | — |
| 124 |  $PFE | PFIZER INC | $806,537 | 0.1% | -6% | 69 |
| 125 |  $AZO | AUTOZONE INC | $805,377 | 0.1% | +0% | 66.5 |
| 126 | — | SPDR SERIES TRUST - ST STR P500ETF | $796,037 | 0.1% | +0% | — |
| 127 |  $GS | GOLDMAN SACHS GROUP INC | $775,570 | 0.1% | -3% | — |
| 128 |  $GE | GENERAL ELECTRIC CO | $726,700 | 0.1% | +0% | 74.8 |
| 129 |  $CARR | CARRIER GLOBAL Corp | $713,329 | 0.1% | +0% | 61.5 |
| 130 |  $V | VISA INC. | $698,532 | 0.1% | -5% | 83.5 |
| 131 | — | ISHARES TR - S&P 500 GRWT ETF | $696,829 | 0.1% | -0% | — |
| 132 | — | ISHARES TR - ISHS 1-5YR INVS | $672,796 | 0.1% | +3% | — |
| 133 |  $MRK | Merck & Co., Inc. | $640,444 | 0.1% | +0% | 70.9 |
| 134 |  $NEE | NEXTERA ENERGY INC | $639,767 | 0.1% | NEW | 71.7 |
| 135 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $630,527 | 0.1% | +14% | — |
| 136 |  $GEV | GE Vernova Inc. | $608,578 | 0.1% | +0% | 70.1 |
| 137 | — | ISHARES TR - CORE S&P TTL STK | $588,087 | 0.1% | +0% | — |
| 138 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $585,098 | 0.1% | +0% | — |
| 139 |  $RY | ROYAL BANK OF CANADA | $584,691 | 0.1% | +0% | — |
| 140 |  $RGA | REINSURANCE GROUP OF AMERICA INC | $556,571 | 0.1% | -2% | 53.3 |
| 141 |  $ANET | Arista Networks, Inc. | $546,844 | 0.1% | +5% | 86 |
| 142 |  $AMD | ADVANCED MICRO DEVICES INC | $535,019 | 0.1% | +0% | 78.8 |
| 143 |  $AMAT | APPLIED MATERIALS INC /DE | $522,729 | 0.1% | +0% | 74.8 |
| 144 |  $NSC | NORFOLK SOUTHERN CORP | $507,749 | 0.1% | -4% | 70.8 |
| 145 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $504,900 | 0.1% | +0% | — |
| 146 |  $TSLA | Tesla, Inc. | $495,888 | 0.1% | +0% | 50.1 |
| 147 |  $USB | US BANCORP DE | $483,684 | 0.1% | +0% | 71.4 |
| 148 |  $HSIC | HENRY SCHEIN INC | $481,076 | 0.1% | -3% | 52 |
| 149 |  $T | AT&T INC. | $465,083 | 0.0% | -1% | 71.9 |
| 150 |  $PM | Philip Morris International Inc. | $443,954 | 0.0% | +0% | 80.5 |
| 151 | — | ISHARES TR - 0-5 YR TIPS ETF | $429,583 | 0.0% | +11% | — |
| 152 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $423,469 | 0.0% | +1% | — |
| 153 | — | VANGUARD WORLD FD - INF TECH ETF | $422,145 | 0.0% | -20% | — |
| 154 | $IVZ | Invesco Ltd. | $415,058 | 0.0% | +0% | — |
| 155 |  $DE | DEERE & CO | $414,386 | 0.0% | +0% | 57.4 |
| 156 |  $BMY | BRISTOL MYERS SQUIBB CO | $411,983 | 0.0% | +0% | 70.1 |
| 157 | — | ISHARES TR - RUS TP200 VL ETF | $410,124 | 0.0% | +0% | — |
| 158 |  $CCI | CROWN CASTLE INC. | $407,807 | 0.0% | +0% | 52.9 |
| 159 | — | ISHARES TR - EAFE GRWTH ETF | $399,070 | 0.0% | +0% | — |
| 160 | — | ISHARES TR - RUS 2000 GRW ETF | $393,173 | 0.0% | -1% | — |
| 161 |  $PSX | Phillips 66 | $392,196 | 0.0% | -2% | 47.6 |
| 162 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $390,973 | 0.0% | +0% | 65.9 |
| 163 | — | TIDAL TRUST II - DEFIA AI PWR ETF | $379,104 | 0.0% | NEW | — |
| 164 |  $ITW | ILLINOIS TOOL WORKS INC | $375,683 | 0.0% | +0% | 71.2 |
| 165 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $375,471 | 0.0% | -12% | — |
| 166 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $354,364 | 0.0% | NEW | — |
| 167 |  $SLV | iShares Silver Trust | $344,401 | 0.0% | -16% | — |
| 168 | — | GLOBAL X FDS - DATA CTR DIG ETF | $335,528 | 0.0% | NEW | — |
| 169 | — | ISHARES TR - RUS 2000 VAL ETF | $335,174 | 0.0% | +0% | — |
| 170 |  $INTC | INTEL CORP | $331,761 | 0.0% | +0% | 41.5 |
| 171 | $WT | WisdomTree, Inc. | $326,748 | 0.0% | -1% | 62.9 |
| 172 |  $EMR | EMERSON ELECTRIC CO | $325,524 | 0.0% | +0% | 65.9 |
| 173 |  $GIS | GENERAL MILLS INC | $321,204 | 0.0% | +0% | 64.1 |
| 174 |  $PGR | PROGRESSIVE CORP/OH/ | $319,811 | 0.0% | +0% | 83.6 |
| 175 | — | VANGUARD WORLD FD - ENERGY ETF | $315,273 | 0.0% | +0% | — |
| 176 | — | VANGUARD INDEX FDS - VALUE ETF | $311,858 | 0.0% | +0% | — |
| 177 | — | ISHARES TR - CORE MSCI EURO | $311,655 | 0.0% | +0% | — |
| 178 | — | ISHARES TR - MORNINGSTAR GRWT | $304,252 | 0.0% | +0% | — |
| 179 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $303,260 | 0.0% | -13% | — |
| 180 |  $MO | ALTRIA GROUP, INC. | $297,397 | 0.0% | +0% | 72.1 |
| 181 |  $MU | MICRON TECHNOLOGY INC | $285,110 | 0.0% | -48% | 88.4 |
| 182 |  $KMI | KINDER MORGAN, INC. | $279,930 | 0.0% | -3% | 74.6 |
| 183 |  $SLB | SLB LIMITED/NV | $277,732 | 0.0% | -5% | 63.2 |
| 184 |  $WAT | WATERS CORP /DE/ | $266,654 | 0.0% | -17% | 69.9 |
| 185 | — | INVESCO EXCHANGE TRADED FD T - DORSEY WRGT FINL | $265,946 | 0.0% | +0% | — |
| 186 |  $ADI | ANALOG DEVICES INC | $262,530 | 0.0% | -3% | 76.2 |
| 187 | — | ISHARES TR - RUS 1000 VAL ETF | $259,401 | 0.0% | +0% | — |
| 188 |  $KLAC | KLA CORP | $256,454 | 0.0% | NEW | 84.4 |
| 189 |  $DXPE | DXP ENTERPRISES INC | $236,236 | 0.0% | +0% | 57.7 |
| 190 |  $GLW | CORNING INC /NY | $232,186 | 0.0% | NEW | 72.7 |
| 191 | — | ISHARES TR - RUS MID CAP ETF | $231,011 | 0.0% | +0% | — |
| 192 |  $YUM | YUM BRANDS INC | $223,804 | 0.0% | +0% | 71.7 |
| 193 |  $LRCX | LAM RESEARCH CORP | $222,732 | 0.0% | NEW | 82.4 |
| 194 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $220,755 | 0.0% | +0% | — |
| 195 | — | ISHARES TR - PFD AND INCM SEC | $216,175 | 0.0% | +0% | — |
| 196 |  $BKNG | Booking Holdings Inc. | $213,888 | 0.0% | NEW | 55.3 |
| 197 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $206,079 | 0.0% | NEW | — |
| 198 |  $VMC | Vulcan Materials CO | $200,017 | 0.0% | NEW | 66.6 |
| 199 |  $RPC | Ridgepost Capital, Inc. | $133,263 | 0.0% | +0% | 53.3 |
| 200 |  $MNKD | MANNKIND CORP | $45,269 | 0.0% | +0% | 44.4 |
New Positions (11)
$HONA Honeywell Aerospace Inc.$1.8M$NEE NEXTERA ENERGY INC$639,767 TIDAL TRUST II - DEFIA AI PWR ETF$379,104
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$354,364 GLOBAL X FDS - DATA CTR DIG ETF$335,528
$KLAC KLA CORP$256,454$GLW CORNING INC /NY$232,186$LRCX LAM RESEARCH CORP$222,732$BKNG Booking Holdings Inc.$213,888$MDY SPDR S&P MIDCAP 400 ETF TRUST$206,079$VMC Vulcan Materials CO$200,017Exited Positions (3)
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