IFS Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1765617
Institutional-grade research for retail investors
13F Reported Value
ⓘ$194.0M
Holdings
217
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
IFS Advisors, LLC disclosed 217 positions worth $194.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 27 new positions and exited 3 — including a new stake in $NEE and a full exit from $CYBR. The portfolio is most concentrated in Other (88.2% of disclosed assets). All figures are sourced directly from IFS Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1765617.
AI Fund Analysis
StableISHARES CORE S&P 500 ETF
15.6% weight
Held 9 quarters
ISHARES 0-3 MONTH TREASURY
9.2% weight
Held 9 quarters
ISHARES CORE DIVIDEND GROW
8.7% weight
Held 9 quarters
SCHWAB U.S. LARGE-CAP GROW
7.5% weight
Held 4 quarters
ISHARES CORE MSCI EAFE ETF
7.2% weight
Held 5 quarters
VANGUARD MID-CAP ETF
7 quarters accumulating
ISHARES CORE DIVIDEND GROW
3 quarters accumulating
SCHWAB U.S. SMALL-CAP ETF
3 quarters accumulating
ISHARES IBONDS DEC 2026 TE
2 quarters accumulating
$IVZ2 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyUtilitiesConsumer StaplesIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES CORE S&P 500 ETF
—Quality
$30.3M46,422 shISHARES IBONDS DEC 2026 TERM CORPORATE ETF
—Quality
$23.5M967,802 shISHARES 0-3 MONTH TREASURY BOND ETF
—Quality
$17.8M177,167 shISHARES CORE DIVIDEND GROWTH ETF
—Quality
$16.9M241,130 sh- —
Quality
$14.8M759,178 sh SCHWAB U.S. LARGE-CAP GROWTH ETF
—Quality
$14.6M500,081 shISHARES CORE MSCI EAFE ETF
—Quality
$13.9M153,578 shISHARES CORE S&P MID-CAP ETF
—Quality
$11.0M163,242 shSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
—Quality
$8.5M185,542 shISHARES CORE S&P SMALL CAP ETF
—Quality
$7.9M63,266 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | — | $30.3M | 46,422 |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | — | $23.5M | 967,802 |
| ISHARES 0-3 MONTH TREASURY BOND ETF | — | $17.8M | 177,167 |
| ISHARES CORE DIVIDEND GROWTH ETF | — | $16.9M | 241,130 |
| Invesco Ltd.$IVZ | — | $14.8M | 759,178 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | — | $14.6M | 500,081 |
| ISHARES CORE MSCI EAFE ETF | — | $13.9M | 153,578 |
| ISHARES CORE S&P MID-CAP ETF | — | $11.0M | 163,242 |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | — | $8.5M | 185,542 |
| ISHARES CORE S&P SMALL CAP ETF | — | $7.9M | 63,266 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of IFS Advisors, LLC's 217 positions.
Showing top 10 of 217 holdings.
Sector Allocation
Other
$171.2M
Financials
$18.6M
Technology
$1.2M
Utilities
$705,661
Consumer Staples
$636,687
Industrials
$634,763
Energy
$302,360
Healthcare
$279,778
Full Holdings — IFS Advisors, LLC (Q1 2026)
All 217 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 CORE S&P 500 ETF | $30.3M | 15.6% | -1% | — |
| 2 | — | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $23.5M | 12.1% | +3% | — |
| 3 | — | ISHARES 0-3 MONTH TREASURY BOND ETF | $17.8M | 9.2% | +1% | — |
| 4 | — | ISHARES CORE DIVIDEND GROWTH ETF | $16.9M | 8.7% | +2% | — |
| 5 | $IVZ | Invesco Ltd. | $14.8M | 7.6% | +1% | — |
| 6 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF | $14.6M | 7.5% | +4% | — |
| 7 | — | ISHARES CORE MSCI EAFE ETF | $13.9M | 7.2% | -2% | — |
| 8 | — | ISHARES CORE S&P MID-CAP ETF | $11.0M | 5.7% | -0% | — |
| 9 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $8.5M | 4.4% | +5% | — |
| 10 | — | ISHARES CORE S&P SMALL CAP ETF | $7.9M | 4.0% | -2% | — |
| 11 | — | VANGUARD MID-CAP ETF | $7.2M | 3.7% | +5% | — |
| 12 | — | VANGUARD TOTAL BOND MARKET ETF | $5.8M | 3.0% | +2% | — |
| 13 | — | ISHARES CORE U.S. AGGREGATE BOND ETF | $4.7M | 2.4% | -2% | — |
| 14 | — | SCHWAB U.S. SMALL-CAP ETF | $4.4M | 2.3% | +4% | — |
| 15 | — | ISHARES TREASURY FLOATING RATE BOND ETF | $2.7M | 1.4% | +0% | — |
| 16 |  $WT | WisdomTree, Inc. | $1.9M | 1.0% | +15% | 62.9 |
| 17 | — | ISHARES RUSSELL 1000 ETF | $754,124 | 0.4% | -1% | — |
| 18 |  $BRK.B | BERKSHIRE HATHAWAY INC | $581,269 | 0.3% | +0% | 64.5 |
| 19 |  $AAPL | Apple Inc. | $461,030 | 0.2% | +3% | 76.1 |
| 20 | $WT | WisdomTree, Inc. | $331,900 | 0.2% | +0% | 62.9 |
| 21 | — | ISHARES RUSSELL 1000 GROWTH ETF | $327,048 | 0.2% | +3% | — |
| 22 |  $CAH | CARDINAL HEALTH INC | $270,476 | 0.1% | +0% | 58.6 |
| 23 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $248,764 | 0.1% | +0% | — |
| 24 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $227,426 | 0.1% | +0% | — |
| 25 |  $JPM | JPMORGAN CHASE & CO | $213,387 | 0.1% | +6491% | 35.6 |
| 26 |  $TSLA | Tesla, Inc. | $201,488 | 0.1% | +0% | 50.1 |
| 27 |  $NVDA | NVIDIA CORP | $184,515 | 0.1% | +8% | 90.2 |
| 28 |  $V | VISA INC. | $184,215 | 0.1% | +8% | 83.5 |
| 29 |  $DE | DEERE & CO | $161,286 | 0.1% | +0% | 57.4 |
| 30 |  $NEE | NEXTERA ENERGY INC | $160,218 | 0.1% | NEW | 71.7 |
| 31 |  $ADP | AUTOMATIC DATA PROCESSING INC | $140,397 | 0.1% | -22% | 77.9 |
| 32 |  $XOM | EXXON MOBIL CORP | $132,504 | 0.1% | +270% | 61.8 |
| 33 | — | INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF | $123,943 | 0.1% | +23% | — |
| 34 |  $CVX | CHEVRON CORP | $116,277 | 0.1% | +159% | 54.7 |
| 35 |  $XEL | XCEL ENERGY INC | $115,188 | 0.1% | +54% | — |
| 36 |  $LNT | ALLIANT ENERGY CORP | $111,443 | 0.1% | NEW | 56.7 |
| 37 |  $AMZN | AMAZON COM INC | $107,050 | 0.1% | +21% | 74.6 |
| 38 | $IVZ | Invesco Ltd. | $102,791 | 0.1% | +0% | — |
| 39 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $99,489 | 0.1% | +33% | 75.4 |
| 40 |  $TPL | Texas Pacific Land Corp | $93,962 | 0.1% | +0% | 79.1 |
| 41 | — | ISHARES RUSSELL 1000 VALUE ETF | $81,835 | 0.0% | +0% | — |
| 42 |  $MO | ALTRIA GROUP, INC. | $81,827 | 0.0% | +446% | 72.1 |
| 43 | $IVZ | Invesco Ltd. | $81,404 | 0.0% | +0% | — |
| 44 | — | VANGUARD S&P 500 ETF | $78,876 | 0.0% | +0% | — |
| 45 |  $PM | Philip Morris International Inc. | $72,253 | 0.0% | NEW | 80.5 |
| 46 |  $MRK | Merck & Co., Inc. | $71,813 | 0.0% | +0% | 70.9 |
| 47 |  $META | Meta Platforms, Inc. | $71,516 | 0.0% | +17% | 80.9 |
| 48 | — | VANGUARD INFORMATION TECHNOLOGY ETF | $67,567 | 0.0% | +0% | — |
| 49 |  $PG | PROCTER & GAMBLE Co | $67,294 | 0.0% | +0% | 72.9 |
| 50 |  $VZ | VERIZON COMMUNICATIONS INC | $61,637 | 0.0% | +0% | 71.6 |
| 51 |  $CRWD | CrowdStrike Holdings, Inc. | $58,171 | 0.0% | +0% | 55 |
| 52 |  $PFE | PFIZER INC | $51,105 | 0.0% | +0% | 69 |
| 53 | — | ISHARES FLOATING RATE BOND ETF | $50,950 | 0.0% | +0% | — |
| 54 | — | ISHARES 1-3 YEAR TREASURY BOND ETF | $49,542 | 0.0% | +0% | — |
| 55 |  $GOOGL | Alphabet Inc. | $48,479 | 0.0% | +2% | 80.2 |
| 56 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $47,750 | 0.0% | +0% | 66.7 |
| 57 | — | VANGUARD FTSE DEVELOPED MARKETS ETF | $46,458 | 0.0% | +0% | — |
| 58 |  $INGR | Ingredion Inc | $44,838 | 0.0% | NEW | 58.3 |
| 59 |  $F | FORD MOTOR CO | $43,794 | 0.0% | +0% | 58.5 |
| 60 |  $ABBV | AbbVie Inc. | $43,498 | 0.0% | +0% | 59.3 |
| 61 |  $IBIT | iShares Bitcoin Trust ETF | $42,069 | 0.0% | +41% | — |
| 62 |  $CAT | CATERPILLAR INC | $37,991 | 0.0% | +0% | 67.8 |
| 63 |  $ED | CONSOLIDATED EDISON INC | $37,575 | 0.0% | NEW | 71.6 |
| 64 | — | SCHWAB US DIVIDEND EQUITY ETF | $37,429 | 0.0% | +0% | — |
| 65 |  $AMD | ADVANCED MICRO DEVICES INC | $36,617 | 0.0% | +0% | 78.8 |
| 66 |  $BMY | BRISTOL MYERS SQUIBB CO | $35,116 | 0.0% | NEW | 70.1 |
| 67 |  $SO | SOUTHERN CO | $33,588 | 0.0% | NEW | 65.1 |
| 68 |  $CFFN | Capitol Federal Financial, Inc. | $31,671 | 0.0% | +0% | 37.4 |
| 69 | — | PROSHARES SHORT VIX SHORT-TERM FUTURES ETF | $31,556 | 0.0% | +130% | — |
| 70 |  $AVGO | Broadcom Inc. | $30,951 | 0.0% | +0% | 86.4 |
| 71 |  $CBC | Central Bancompany, Inc. | $27,183 | 0.0% | NEW | — |
| 72 |  $ADM | Archer-Daniels-Midland Co | $26,749 | 0.0% | +110% | 49.4 |
| 73 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $26,551 | 0.0% | NEW | 74.6 |
| 74 |  $UPS | UNITED PARCEL SERVICE INC | $26,169 | 0.0% | +116% | 58.2 |
| 75 | — | ISHARES RUSSELL 2000 ETF | $26,040 | 0.0% | +0% | — |
| 76 |  $EIX | EDISON INTERNATIONAL | $25,759 | 0.0% | NEW | 70.7 |
| 77 |  $T | AT&T INC. | $25,068 | 0.0% | +0% | 71.9 |
| 78 |  $BIP | Brookfield Infrastructure Partners L.P. | $24,381 | 0.0% | +0% | — |
| 79 |  $DOW | DOW INC. | $24,115 | 0.0% | +210% | 38 |
| 80 |  $NFLX | NETFLIX INC | $24,037 | 0.0% | +150% | 86.7 |
| 81 |  $USO | United States Oil Fund, LP | $23,668 | 0.0% | +0% | — |
| 82 |  $MDLZ | Mondelez International, Inc. | $23,632 | 0.0% | NEW | 53.9 |
| 83 |  $MMM | 3M CO | $22,946 | 0.0% | +0% | 60.7 |
| 84 |  $MSFT | MICROSOFT CORP | $21,099 | 0.0% | +2% | 83.7 |
| 85 | — | ISHARES CORE MSCI EMERGING MARKETS ETF | $20,925 | 0.0% | +46% | — |
| 86 |  $COST | COSTCO WHOLESALE CORP /NEW | $20,925 | 0.0% | +11% | 67 |
| 87 |  $UNG | United States Natural Gas Fund, LP | $20,820 | 0.0% | +0% | — |
| 88 |  $HD | HOME DEPOT, INC. | $20,720 | 0.0% | +0% | 69.2 |
| 89 |  $DUK | Duke Energy CORP | $20,164 | 0.0% | NEW | 64 |
| 90 |  $TRV | TRAVELERS COMPANIES, INC. | $20,125 | 0.0% | +0% | 71.5 |
| 91 |  $DIS | Walt Disney Co | $19,468 | 0.0% | +98% | 68.9 |
| 92 |  $BG | Bunge Global SA | $19,080 | 0.0% | NEW | 55.9 |
| 93 |  $CSX | CSX CORP | $18,938 | 0.0% | +0% | 66.4 |
| 94 |  $JNJ | JOHNSON & JOHNSON | $17,599 | 0.0% | +0% | 72.8 |
| 95 |  $SKT | TANGER INC. | $16,990 | 0.0% | +0% | — |
| 96 |  $CNP | CENTERPOINT ENERGY INC | $16,702 | 0.0% | NEW | 55.9 |
| 97 |  $GE | GENERAL ELECTRIC CO | $16,458 | 0.0% | NEW | 74.8 |
| 98 |  $DTB | DTE ENERGY CO | $15,353 | 0.0% | NEW | — |
| 99 |  $UL | UNILEVER PLC | $15,154 | 0.0% | NEW | — |
| 100 |  $UNH | UNITEDHEALTH GROUP INC | $15,062 | 0.0% | +0% | 66.8 |
| 101 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $14,468 | 0.0% | +0% | 72.9 |
| 102 | — | ARK INNOVATION ETF | $14,396 | 0.0% | +0% | — |
| 103 |  $PANW | Palo Alto Networks Inc | $14,268 | 0.0% | NEW | 66.5 |
| 104 |  $OKE | ONEOK INC /NEW/ | $14,010 | 0.0% | +0% | 72 |
| 105 |  $CEG | Constellation Energy Corp | $13,962 | 0.0% | NEW | 62.5 |
| 106 |  $HEI | HEICO CORP | $13,710 | 0.0% | +0% | 79.2 |
| 107 |  $SRE | SEMPRA | $13,603 | 0.0% | NEW | 47.6 |
| 108 |  $BAC | BANK OF AMERICA CORP /DE/ | $13,261 | 0.0% | +9% | 68.4 |
| 109 |  $TRMB | TRIMBLE INC. | $13,046 | 0.0% | +0% | 52.1 |
| 110 |  $LNG | Cheniere Energy, Inc. | $12,485 | 0.0% | +0% | 48.4 |
| 111 |  $ORLY | O REILLY AUTOMOTIVE INC | $12,461 | 0.0% | +0% | 72.7 |
| 112 |  $UBER | Uber Technologies, Inc | $12,443 | 0.0% | +33% | 79.3 |
| 113 |  $DELL | Dell Technologies Inc. | $12,309 | 0.0% | +0% | 76 |
| 114 |  $GEV | GE Vernova Inc. | $12,220 | 0.0% | NEW | 70.1 |
| 115 |  $SONY | Sony Group Corp | $12,213 | 0.0% | +0% | — |
| 116 |  $NKE | NIKE, Inc. | $12,148 | 0.0% | +0% | 53.4 |
| 117 |  $HSY | HERSHEY CO | $11,849 | 0.0% | +0% | 59.4 |
| 118 |  $LPL | LG Display Co., Ltd. | $11,795 | 0.0% | +0% | — |
| 119 |  $KO | COCA COLA CO | $11,255 | 0.0% | +0% | 74 |
| 120 |  $LUV | SOUTHWEST AIRLINES CO | $11,120 | 0.0% | +0% | 51.1 |
| 121 |  $KKR | KKR & Co. Inc. | $11,007 | 0.0% | +0% | 49.8 |
| 122 |  $PPL | PPL Corp | $11,001 | 0.0% | +0% | 70.3 |
| 123 |  $INTC | INTEL CORP | $10,370 | 0.0% | +0% | 41.5 |
| 124 |  $SBUX | STARBUCKS CORP | $10,034 | 0.0% | +0% | 54.6 |
| 125 |  $O | REALTY INCOME CORP | $9,727 | 0.0% | +0% | 74.6 |
| 126 |  $KNTK | Kinetik Holdings Inc. | $9,682 | 0.0% | +0% | 56.7 |
| 127 |  $SYM | Symbotic Inc. | $9,682 | 0.0% | +0% | 55.1 |
| 128 |  $PK | Park Hotels & Resorts Inc. | $9,403 | 0.0% | +0% | 40.3 |
| 129 |  $WFC | WELLS FARGO & COMPANY/MN | $9,393 | 0.0% | +0% | — |
| 130 |  $LAND | GLADSTONE LAND Corp | $8,935 | 0.0% | +0% | 37.5 |
| 131 |  $SNOW | Snowflake Inc. | $8,747 | 0.0% | +0% | 49.6 |
| 132 |  $SR | SPIRE INC | $8,510 | 0.0% | NEW | 42.7 |
| 133 |  $ISRG | INTUITIVE SURGICAL INC | $8,297 | 0.0% | +0% | 81.4 |
| 134 |  $LMT | LOCKHEED MARTIN CORP | $7,857 | 0.0% | +0% | 65 |
| 135 |  $USB | US BANCORP DE | $7,021 | 0.0% | +0% | 71.4 |
| 136 |  $CPER | United States Commodity Index Funds Trust | $6,886 | 0.0% | +0% | — |
| 137 |  $GLD | SPDR GOLD TRUST | $6,884 | 0.0% | +0% | — |
| 138 | — | KURV GOLD ENHANCED INCOME ETF | $6,514 | 0.0% | +0% | — |
| 139 |  $DTM | DT Midstream, Inc. | $6,464 | 0.0% | NEW | 74.5 |
| 140 |  $RTX | RTX Corp | $6,172 | 0.0% | +0% | 70 |
| 141 |  $AXP | AMERICAN EXPRESS CO | $6,049 | 0.0% | +0% | 73.2 |
| 142 |  $COIN | Coinbase Global, Inc. | $5,762 | 0.0% | +0% | 68 |
| 143 |  $WBD | Warner Bros. Discovery, Inc. | $5,629 | 0.0% | +0% | 42.1 |
| 144 |  $TRMD | TORM plc | $5,580 | 0.0% | +0% | — |
| 145 |  $TMUS | T-Mobile US, Inc. | $5,460 | 0.0% | +0% | 72.7 |
| 146 |  $NSA | National Storage Affiliates Trust | $5,359 | 0.0% | +0% | 44.8 |
| 147 |  $ASML | ASML HOLDING NV | $5,283 | 0.0% | +0% | — |
| 148 |  $UNP | UNION PACIFIC CORP | $5,095 | 0.0% | +0% | 74 |
| 149 |  $GNL | Global Net Lease, Inc. | $4,998 | 0.0% | +0% | 39.5 |
| 150 | — | NEOS NASDAQ 100 HIGH INCOME ETF | $4,969 | 0.0% | +0% | — |
| 151 | — | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $4,743 | 0.0% | +0% | — |
| 152 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $4,735 | 0.0% | NEW | 54.6 |
| 153 |  $EVRG | Evergy, Inc. | $4,669 | 0.0% | +0% | 56.2 |
| 154 |  $COF | CAPITAL ONE FINANCIAL CORP | $4,560 | 0.0% | +0% | 71 |
| 155 |  $BUD | Anheuser-Busch InBev SA/NV | $4,231 | 0.0% | +0% | — |
| 156 |  $BA | BOEING CO | $4,179 | 0.0% | +0% | 51.8 |
| 157 |  $GLW | CORNING INC /NY | $4,079 | 0.0% | +0% | 72.7 |
| 158 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $3,933 | 0.0% | +0% | — |
| 159 |  $ALLY | Ally Financial Inc. | $3,923 | 0.0% | +0% | 69.3 |
| 160 |  $WMT | Walmart Inc. | $3,728 | 0.0% | +0% | 63.2 |
| 161 |  $NET | Cloudflare, Inc. | $3,507 | 0.0% | +0% | 52.6 |
| 162 |  $GILD | GILEAD SCIENCES, INC. | $3,431 | 0.0% | +0% | 77.8 |
| 163 |  $WPC | W. P. Carey Inc. | $3,262 | 0.0% | +0% | 62.1 |
| 164 |  $SHAK | Shake Shack Inc. | $3,096 | 0.0% | +0% | 54.5 |
| 165 |  $ANDE | Andersons, Inc. | $3,014 | 0.0% | +0% | 39.7 |
| 166 |  $TTAN | ServiceTitan, Inc. | $2,982 | 0.0% | +0% | 42.7 |
| 167 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $2,962 | 0.0% | +0% | — |
| 168 |  $DPZ | DOMINOS PIZZA INC | $2,870 | 0.0% | +0% | 69.8 |
| 169 |  $CRSP | CRISPR Therapeutics AG | $2,806 | 0.0% | +0% | 4.5 |
| 170 |  $CMP | COMPASS MINERALS INTERNATIONAL INC | $2,802 | 0.0% | +0% | 60.4 |
| 171 |  $CSCO | CISCO SYSTEMS, INC. | $2,801 | 0.0% | +3% | 72.3 |
| 172 |  $MRNA | Moderna, Inc. | $2,794 | 0.0% | +0% | 15.9 |
| 173 | — | UBS AG ETRACS SILVER SHARES COVERED CALL ETNS DUE APRIL 21, 2033 ETP 2022-2 | $2,665 | 0.0% | +0% | — |
| 174 |  $SOLV | Solventum Corp | $2,546 | 0.0% | +0% | 55.7 |
| 175 | — | WESTWOOD SALIENT ENHANCED ENERGY INCOME ETF | $2,459 | 0.0% | NEW | — |
| 176 |  $PAGP | PLAINS GP HOLDINGS LP | $2,428 | 0.0% | +0% | 52.9 |
| 177 |  $TGT | TARGET CORP | $2,424 | 0.0% | +0% | 53.1 |
| 178 |  $OKTA | Okta, Inc. | $2,361 | 0.0% | +0% | 67.3 |
| 179 |  $ARM | ARM HOLDINGS PLC /UK | $2,269 | 0.0% | +0% | — |
| 180 |  $OBDC | Blue Owl Capital Corp | $2,212 | 0.0% | +0% | — |
| 181 |  $EBF | ENNIS, INC. | $2,142 | 0.0% | +0% | 56.4 |
| 182 |  $ROK | ROCKWELL AUTOMATION, INC | $1,794 | 0.0% | NEW | 68.2 |
| 183 |  $TER | TERADYNE, INC | $1,778 | 0.0% | NEW | 74.6 |
| 184 |  $MET | METLIFE INC | $1,768 | 0.0% | +0% | 73.9 |
| 185 |  $DARE | Dare Bioscience, Inc. | $1,729 | 0.0% | +0% | — |
| 186 |  $ESCA | ESCALADE INC | $1,717 | 0.0% | +0% | 49.6 |
| 187 |  $XYZ | Block, Inc. | $1,504 | 0.0% | +0% | 60.3 |
| 188 |  $S | SentinelOne, Inc. | $1,288 | 0.0% | +0% | 41.4 |
| 189 |  $MSIF | MSC INCOME FUND, INC. | $1,218 | 0.0% | +0% | — |
| 190 |  $PFH | PRUDENTIAL FINANCIAL INC | $1,172 | 0.0% | +0% | 58.6 |
| 191 |  $SGA | SAGA COMMUNICATIONS INC | $1,170 | 0.0% | +0% | 32.5 |
| 192 |  $CG | Carlyle Group Inc. | $1,152 | 0.0% | +0% | 47.3 |
| 193 |  $PYPL | PayPal Holdings, Inc. | $1,130 | 0.0% | +0% | 70.5 |
| 194 |  $IIPR | INNOVATIVE INDUSTRIAL PROPERTIES INC | $1,003 | 0.0% | +0% | 56.3 |
| 195 |  $MP | MP Materials Corp. / DE | $965 | 0.0% | +0% | 23.5 |
| 196 |  $RBLX | Roblox Corp | $904 | 0.0% | +0% | 53.7 |
| 197 |  $BHF | Brighthouse Financial, Inc. | $778 | 0.0% | +0% | 54.9 |
| 198 |  $CRM | Salesforce, Inc. | $746 | 0.0% | +0% | 75.2 |
| 199 |  $VTRS | Viatris Inc | $689 | 0.0% | +0% | 47.1 |
| 200 |  $MGM | MGM Resorts International | $666 | 0.0% | +0% | 48 |
| 201 |  $KD | Kyndryl Holdings, Inc. | $551 | 0.0% | +0% | 46 |
| 202 | — | ADVISORSHARES PURE US CANNABIS ETF | $550 | 0.0% | +0% | — |
| 203 |  $ARCC | ARES CAPITAL CORP | $540 | 0.0% | +0% | — |
| 204 |  $AI | C3.ai, Inc. | $421 | 0.0% | +0% | 15.2 |
| 205 |  $KSCP | Knightscope, Inc. | $417 | 0.0% | +0% | — |
| 206 |  $CLNE | Clean Energy Fuels Corp. | $396 | 0.0% | +0% | 32.1 |
| 207 |  $NCLH | Norwegian Cruise Line Holdings Ltd. | $355 | 0.0% | +0% | — |
| 208 |  $OGN | Organon & Co. | $347 | 0.0% | +0% | 55.1 |
| 209 |  $DNUT | Krispy Kreme, Inc. | $189 | 0.0% | +0% | 24.9 |
| 210 |  $LUMN | Lumen Technologies, Inc. | $180 | 0.0% | +0% | 39.8 |
| 211 |  $M | Macy's, Inc. | $180 | 0.0% | +0% | 48.9 |
| 212 |  $SLQT | SelectQuote, Inc. | $116 | 0.0% | +0% | 64.2 |
| 213 |  $PRPL | Purple Innovation, Inc. | $92 | 0.0% | +0% | 20.1 |
| 214 |  $SPCE | Virgin Galactic Holdings, Inc | $53 | 0.0% | +0% | 3.2 |
| 215 |  $NLOP | Net Lease Office Properties | $34 | 0.0% | +0% | 26.7 |
| 216 |  $ONL | Orion Properties Inc. | $32 | 0.0% | +0% | 20.5 |
| 217 | — | SCHWAB U.S. BROAD MARKET ETF | $18 | 0.0% | -100% | — |
New Positions (27)
$NEE NEXTERA ENERGY INC$160,218$LNT ALLIANT ENERGY CORP$111,443$PM Philip Morris International Inc.$72,253$INGR Ingredion Inc$44,838$ED CONSOLIDATED EDISON INC$37,575$BMY BRISTOL MYERS SQUIBB CO$35,116$SO SOUTHERN CO$33,588$CBC Central Bancompany, Inc.$27,183$PEG PUBLIC SERVICE ENTERPRISE GROUP INC$26,551$EIX EDISON INTERNATIONAL$25,759$MDLZ Mondelez International, Inc.$23,632$DUK Duke Energy CORP$20,164$BG Bunge Global SA$19,080$CNP CENTERPOINT ENERGY INC$16,702$GE GENERAL ELECTRIC CO$16,458
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