WealthBridge Capital Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1767313
Institutional-grade research for retail investors
13F Reported Value
ⓘ$434.2M
Holdings
221
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WealthBridge Capital Management, LLC disclosed 221 positions worth $434.2M in its Form 13F-HR for Q1 2026, followed by $IVZ and $SPY. During the quarter the fund opened 6 new positions and exited 3 — including a new stake in $SPG and a full exit from $PGR. The portfolio is most concentrated in Other (59.7% of disclosed assets). All figures are sourced directly from WealthBridge Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 1767313.
AI Fund Analysis
DiversifyingISHARES TR
9.8% weight
Held 9 quarters
$IVZ5.0% weight
Held 9 quarters
$SPY4.8% weight
Held 9 quarters
BNY MELLON ETF TRUST
4.2% weight
Held 9 quarters
$QQQ3.9% weight
Held 9 quarters
FIRST TR EXCHANGE-TRADED F
8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
GLOBAL X FDS
8 quarters accumulating
ALPS ETF TR
8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$42.5M65,078 sh- —
Quality
$21.8M113,487 sh - —
Quality
$21.0M32,303 sh BNY MELLON ETF TRUST
—Quality
$18.2M145,919 sh- —
Quality
$16.9M29,296 sh - 64.5
Quality
$14.6M30,519 sh - 76.1
Quality
$12.9M50,735 sh - 74.6
Quality
$10.4M49,876 sh - 90.2
Quality
$10.0M57,453 sh - —
Quality
$9.2M21,356 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $42.5M | 65,078 |
| Invesco Ltd.$IVZ | — | $21.8M | 113,487 |
| SPDR S&P 500 ETF TRUST$SPY | — | $21.0M | 32,303 |
| BNY MELLON ETF TRUST | — | $18.2M | 145,919 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $16.9M | 29,296 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $14.6M | 30,519 |
 Apple Inc.$AAPL | 76.1 | $12.9M | 50,735 |
 AMAZON COM INC$AMZN | 74.6 | $10.4M | 49,876 |
 NVIDIA CORP$NVDA | 90.2 | $10.0M | 57,453 |
 SPDR GOLD TRUST$GLD | — | $9.2M | 21,356 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WealthBridge Capital Management, LLC's 221 positions.
Showing top 10 of 221 holdings.
Sector Allocation
Other
$259.2M
Financials
$74.9M
Technology
$52.2M
Consumer Discretionary
$14.5M
Healthcare
$10.8M
Industrials
$6.3M
Energy
$6.2M
Utilities
$3.0M
Full Holdings — WealthBridge Capital Management, LLC (Q1 2026)
All 221 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 | $42.5M | 9.8% | +0% | — |
| 2 | $IVZ | Invesco Ltd. | $21.8M | 5.0% | +3% | — |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $21.0M | 4.8% | -1% | — |
| 4 | — | BNY MELLON ETF TRUST | $18.2M | 4.2% | -1% | — |
| 5 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $16.9M | 3.9% | -2% | — |
| 6 | $BRK.B | BERKSHIRE HATHAWAY INC | $14.6M | 3.4% | -3% | 64.5 |
| 7 | $AAPL | Apple Inc. | $12.9M | 3.0% | -1% | 76.1 |
| 8 | $AMZN | AMAZON COM INC | $10.4M | 2.4% | -1% | 74.6 |
| 9 | $NVDA | NVIDIA CORP | $10.0M | 2.3% | +0% | 90.2 |
| 10 | $GLD | SPDR GOLD TRUST | $9.2M | 2.1% | -2% | — |
| 11 | — | VANGUARD WHITEHALL FDS | $8.5M | 2.0% | +2% | — |
| 12 |  $GOOGL | Alphabet Inc. | $8.1M | 1.9% | -1% | 80.2 |
| 13 | — | ISHARES TR | $8.0M | 1.9% | +0% | — |
| 14 | — | VANGUARD SPECIALIZED FUNDS | $6.7M | 1.5% | +3% | — |
| 15 | — | FIRST TR EXCHANGE-TRADED FD | $6.3M | 1.4% | +6% | — |
| 16 | — | ISHARES TR | $5.7M | 1.3% | -2% | — |
| 17 | — | ISHARES TR | $5.4M | 1.3% | +1% | — |
| 18 |  $LLY | ELI LILLY & Co | $5.2M | 1.2% | +0% | 89.3 |
| 19 | — | FIRST TR EXCHANGE TRADED FD | $5.0M | 1.2% | -5% | — |
| 20 | — | ISHARES TR | $5.0M | 1.1% | +3% | — |
| 21 | — | VANGUARD INDEX FDS | $4.7M | 1.1% | -1% | — |
| 22 |  $MSFT | MICROSOFT CORP | $4.7M | 1.1% | +2% | 83.7 |
| 23 |  $EMR | EMERSON ELECTRIC CO | $4.7M | 1.1% | -0% | 65.9 |
| 24 | — | GLOBAL X FDS | $4.6M | 1.1% | +6% | — |
| 25 |  $BTT | BlackRock Municipal 2030 Target Term Trust | $4.4M | 1.0% | +3% | — |
| 26 | — | SELECT SECTOR SPDR TR | $3.9M | 0.9% | +1% | — |
| 27 | — | ISHARES TR | $3.9M | 0.9% | -19% | — |
| 28 | — | INVESCO EXCHANGE TRADED FD T | $3.5M | 0.8% | +7% | — |
| 29 | — | FIRST TR EXCHANGE-TRADED FD | $3.1M | 0.7% | -2% | — |
| 30 |  $JPM | JPMORGAN CHASE & CO | $3.1M | 0.7% | +1% | 35.6 |
| 31 | — | ALPS ETF TR | $3.0M | 0.7% | +4% | — |
| 32 |  $ABBV | AbbVie Inc. | $2.9M | 0.7% | +1% | 59.3 |
| 33 | — | FIRST TR EXCHANGE-TRADED FD | $2.8M | 0.6% | +13% | — |
| 34 |  $MA | Mastercard Inc | $2.8M | 0.6% | +0% | 81.7 |
| 35 |  $XOM | EXXON MOBIL CORP | $2.7M | 0.6% | +2% | 61.8 |
| 36 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $2.7M | 0.6% | +0% | — |
| 37 |  $META | Meta Platforms, Inc. | $2.5M | 0.6% | +2% | 80.9 |
| 38 | — | ISHARES TR | $2.5M | 0.6% | -0% | — |
| 39 | — | ISHARES TR | $2.5M | 0.6% | -0% | — |
| 40 |  $GOOG | Alphabet Inc. | $2.5M | 0.6% | -1% | 80.2 |
| 41 |  $WT | WisdomTree, Inc. | $2.4M | 0.6% | +0% | 62.9 |
| 42 | $IVZ | Invesco Ltd. | $2.4M | 0.6% | +1% | — |
| 43 | — | ISHARES TR | $2.3M | 0.5% | -0% | — |
| 44 | — | GLOBAL X FDS | $2.1M | 0.5% | +14% | — |
| 45 |  $IAU | ISHARES GOLD TRUST | $2.1M | 0.5% | -7% | — |
| 46 |  $PLPC | PREFORMED LINE PRODUCTS CO | $2.1M | 0.5% | -5% | 48.6 |
| 47 | — | ISHARES TR | $2.0M | 0.5% | +0% | — |
| 48 |  $VBF | Invesco Bond Fund | $2.0M | 0.5% | -1% | — |
| 49 |  $NFLX | NETFLIX INC | $1.9M | 0.5% | +5% | 86.7 |
| 50 | — | STATE STR SPDR DOW JONES IND | $1.9M | 0.5% | +0% | — |
| 51 |  $TSLA | Tesla, Inc. | $1.8M | 0.4% | -2% | 50.1 |
| 52 | — | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.4% | +15% | — |
| 53 | — | FIRST TR EXCH TRADED FD III | $1.8M | 0.4% | +8% | — |
| 54 | $IVZ | Invesco Ltd. | $1.7M | 0.4% | -2% | — |
| 55 | — | FIRST TR EXCHANGE-TRADED FD | $1.7M | 0.4% | +19% | — |
| 56 | — | PROSHARES TR | $1.6M | 0.4% | -3% | — |
| 57 | $WT | WisdomTree, Inc. | $1.6M | 0.4% | -1% | 62.9 |
| 58 | — | FIRST TR EXCHANGE-TRADED FD | $1.6M | 0.4% | -42% | — |
| 59 |  $V | VISA INC. | $1.6M | 0.4% | +12% | 83.5 |
| 60 |  $AVGO | Broadcom Inc. | $1.6M | 0.4% | +6% | 86.4 |
| 61 | — | FIDELITY MERRIMACK STR TR | $1.6M | 0.4% | +12% | — |
| 62 | $WT | WisdomTree, Inc. | $1.5M | 0.3% | +0% | 62.9 |
| 63 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.3% | +0% | 64.5 |
| 64 | — | VANGUARD INDEX FDS | $1.4M | 0.3% | +16% | — |
| 65 | — | SCHWAB STRATEGIC TR | $1.4M | 0.3% | +3% | — |
| 66 | — | SPDR SERIES TRUST | $1.4M | 0.3% | -16% | — |
| 67 | — | VANECK ETF TRUST | $1.4M | 0.3% | -82% | — |
| 68 |  $DTB | DTE ENERGY CO | $1.3M | 0.3% | +27% | — |
| 69 | — | TEMA ETF TRUST | $1.3M | 0.3% | +2% | — |
| 70 | — | PACER FDS TR | $1.3M | 0.3% | -1% | — |
| 71 | — | VANGUARD ADMIRAL FDS INC | $1.2M | 0.3% | -4% | — |
| 72 | — | SPDR SERIES TRUST | $1.2M | 0.3% | +31% | — |
| 73 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.3% | +0% | 72.9 |
| 74 | — | VANECK ETF TRUST | $1.1M | 0.3% | +11% | — |
| 75 | — | FIRST TR EXCH TRADED FD III | $1.1M | 0.3% | +24% | — |
| 76 | $IVZ | Invesco Ltd. | $1.1M | 0.3% | NEW | — |
| 77 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $1.0M | 0.2% | +17% | 54.6 |
| 78 | — | PROSHARES TR | $1.0M | 0.2% | +90% | — |
| 79 | — | VANGUARD INDEX FDS | $1.0M | 0.2% | +0% | — |
| 80 | — | ISHARES TR | $989,720 | 0.2% | +144% | — |
| 81 |  $VRT | Vertiv Holdings Co | $984,752 | 0.2% | -12% | 82.7 |
| 82 | — | GOLDMAN SACHS ETF TR | $982,760 | 0.2% | -4% | — |
| 83 |  $MCD | MCDONALDS CORP | $963,449 | 0.2% | +1% | 73.9 |
| 84 | — | FIRST TR EXCHANGE-TRADED FD | $961,466 | 0.2% | -6% | — |
| 85 | — | ISHARES TR | $960,992 | 0.2% | +174% | — |
| 86 |  $APH | AMPHENOL CORP /DE/ | $938,093 | 0.2% | -18% | 80.5 |
| 87 | — | FIRST TR EXCHANGE-TRADED FD | $891,280 | 0.2% | -2% | — |
| 88 | — | SPDR SERIES TRUST | $880,784 | 0.2% | -4% | — |
| 89 | — | INVESCO EXCHANGE TRADED FD T | $876,126 | 0.2% | -3% | — |
| 90 | — | ISHARES TR | $861,219 | 0.2% | +4% | — |
| 91 |  $LRCX | LAM RESEARCH CORP | $821,309 | 0.2% | +0% | 82.4 |
| 92 |  $GS | GOLDMAN SACHS GROUP INC | $815,551 | 0.2% | +14% | — |
| 93 | — | RBB FD INC | $799,651 | 0.2% | -4% | — |
| 94 | $IVZ | Invesco Ltd. | $730,935 | 0.2% | +34% | — |
| 95 |  $PWR | QUANTA SERVICES, INC. | $727,452 | 0.2% | +6% | 62.6 |
| 96 |  $COST | COSTCO WHOLESALE CORP /NEW | $717,617 | 0.2% | +3% | 67 |
| 97 | — | EXCHANGE TRADED CONCEPTS TRU | $699,809 | 0.2% | +3% | — |
| 98 | — | ISHARES TR | $698,946 | 0.2% | -0% | — |
| 99 | — | INVESTMENT MANAGERS SER TR I | $688,509 | 0.2% | -1% | — |
| 100 | — | ISHARES TR | $686,852 | 0.2% | +0% | — |
| 101 | — | FIRST TR EXCHANGE TRADED FD | $671,464 | 0.1% | -67% | — |
| 102 | — | SELECT SECTOR SPDR TR | $668,613 | 0.1% | -18% | — |
| 103 |  $ABT | ABBOTT LABORATORIES | $666,226 | 0.1% | +0% | 67 |
| 104 |  $PEP | PEPSICO INC | $656,411 | 0.1% | +1% | 62.7 |
| 105 |  $JNJ | JOHNSON & JOHNSON | $655,495 | 0.1% | +12% | 72.8 |
| 106 | — | SPDR SERIES TRUST | $640,239 | 0.1% | -2% | — |
| 107 |  $VLO | VALERO ENERGY CORP/TX | $631,784 | 0.1% | +9% | 51.4 |
| 108 |  $T | AT&T INC. | $625,134 | 0.1% | +32% | 71.9 |
| 109 |  $MU | MICRON TECHNOLOGY INC | $625,004 | 0.1% | +3% | 88.4 |
| 110 | $IVZ | Invesco Ltd. | $623,024 | 0.1% | -1% | — |
| 111 | $IVZ | Invesco Ltd. | $619,419 | 0.1% | -3% | — |
| 112 |  $ORLY | O REILLY AUTOMOTIVE INC | $616,908 | 0.1% | +19% | 72.7 |
| 113 | — | SELECT SECTOR SPDR TR | $610,543 | 0.1% | +0% | — |
| 114 | — | ISHARES TR | $601,532 | 0.1% | +0% | — |
| 115 |  $CAT | CATERPILLAR INC | $594,906 | 0.1% | +0% | 67.8 |
| 116 | — | ISHARES TR | $574,894 | 0.1% | +26% | — |
| 117 | — | ISHARES TR | $574,612 | 0.1% | +0% | — |
| 118 |  $EME | EMCOR Group, Inc. | $564,464 | 0.1% | +5% | 71.7 |
| 119 | — | VANGUARD WORLD FD | $548,408 | 0.1% | +0% | — |
| 120 | — | ISHARES TR | $544,059 | 0.1% | -8% | — |
| 121 | — | ISHARES TR | $536,862 | 0.1% | +1% | — |
| 122 |  $PSF | Cohen & Steers Select Preferred & Income Fund, Inc. | $528,746 | 0.1% | +7% | — |
| 123 |  $SPG | SIMON PROPERTY GROUP INC. | $517,241 | 0.1% | NEW | 76.9 |
| 124 |  $WMT | Walmart Inc. | $514,121 | 0.1% | +5% | 63.2 |
| 125 | — | SCHWAB STRATEGIC TR | $513,838 | 0.1% | +18% | — |
| 126 | — | SCHWAB STRATEGIC TR | $513,405 | 0.1% | +6% | — |
| 127 |  $AES | AES CORP | $513,369 | 0.1% | +22% | 50.9 |
| 128 |  $RTX | RTX Corp | $500,576 | 0.1% | -16% | 70 |
| 129 |  $CEF | Sprott Physical Gold & Silver Trust | $494,284 | 0.1% | -37% | — |
| 130 |  $AMAT | APPLIED MATERIALS INC /DE | $486,048 | 0.1% | +25% | 74.8 |
| 131 | — | FIRST TR EXCHANGE TRADED FD | $484,450 | 0.1% | +0% | — |
| 132 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $483,177 | 0.1% | +73% | 69.5 |
| 133 | — | SELECT SECTOR SPDR TR | $475,378 | 0.1% | -19% | — |
| 134 |  $NOTV | Inotiv, Inc. | $472,880 | 0.1% | +0% | 29.3 |
| 135 | — | ISHARES TR | $451,854 | 0.1% | +7% | — |
| 136 | — | ISHARES TR | $441,609 | 0.1% | -5% | — |
| 137 |  $GE | GENERAL ELECTRIC CO | $423,979 | 0.1% | -22% | 74.8 |
| 138 |  $HD | HOME DEPOT, INC. | $422,519 | 0.1% | -1% | 69.2 |
| 139 |  $IRM | IRON MOUNTAIN INC | $421,822 | 0.1% | -4% | 50.7 |
| 140 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $417,105 | 0.1% | +47% | 66.7 |
| 141 | — | FIRST TR EXCHANGE-TRADED FD | $415,842 | 0.1% | +8% | — |
| 142 | — | ISHARES TR | $414,442 | 0.1% | +7% | — |
| 143 |  $CVX | CHEVRON CORP | $407,952 | 0.1% | +48% | 54.7 |
| 144 | — | GLOBAL X FDS | $406,120 | 0.1% | +11% | — |
| 145 | — | SPDR SERIES TRUST | $404,904 | 0.1% | -68% | — |
| 146 | — | VANGUARD INDEX FDS | $399,687 | 0.1% | -32% | — |
| 147 | — | VANECK ETF TRUST | $397,831 | 0.1% | -9% | — |
| 148 | — | ISHARES TR | $395,992 | 0.1% | -4% | — |
| 149 | $IVZ | Invesco Ltd. | $395,951 | 0.1% | NEW | — |
| 150 |  $BLK | BlackRock, Inc. | $391,416 | 0.1% | +85% | 70.3 |
| 151 |  $ALPS | Alps Group Inc | $390,071 | 0.1% | -83% | — |
| 152 |  $UNP | UNION PACIFIC CORP | $387,464 | 0.1% | +47% | 74 |
| 153 |  $BAC | BANK OF AMERICA CORP /DE/ | $385,059 | 0.1% | +0% | 68.4 |
| 154 |  $VEEV | VEEVA SYSTEMS INC | $372,751 | 0.1% | -8% | 77.8 |
| 155 |  $SO | SOUTHERN CO | $368,320 | 0.1% | +11% | 65.1 |
| 156 | — | AMERICAN CENTY ETF TR | $366,786 | 0.1% | -1% | — |
| 157 |  $PHYS | Sprott Physical Gold Trust | $360,389 | 0.1% | -21% | — |
| 158 | — | ISHARES TR | $359,892 | 0.1% | +4% | — |
| 159 | — | PROSHARES TR | $356,399 | 0.1% | +0% | — |
| 160 |  $LDOS | Leidos Holdings, Inc. | $352,719 | 0.1% | -16% | 73.4 |
| 161 | — | FIRST TR EXCHANGE-TRADED FD | $351,097 | 0.1% | -68% | — |
| 162 | $IVZ | Invesco Ltd. | $346,200 | 0.1% | -1% | — |
| 163 | — | ISHARES TR | $342,755 | 0.1% | +0% | — |
| 164 | — | FIRST TR EXCHANGE-TRADED ALP | $340,501 | 0.1% | +0% | — |
| 165 |  $CNS | COHEN & STEERS, INC. | $334,932 | 0.1% | -6% | 58.6 |
| 166 |  $UTF | COHEN & STEERS INFRASTRUCTURE FUND INC | $334,749 | 0.1% | +0% | — |
| 167 |  $YUM | YUM BRANDS INC | $329,307 | 0.1% | +0% | 71.7 |
| 168 | $IVZ | Invesco Ltd. | $329,231 | 0.1% | +7% | — |
| 169 |  $AMGN | AMGEN INC | $326,830 | 0.1% | +1% | 79.5 |
| 170 |  $RCKY | ROCKY BRANDS, INC. | $323,506 | 0.1% | -9% | 49.3 |
| 171 | — | SELECT SECTOR SPDR TR | $318,542 | 0.1% | -2% | — |
| 172 |  $PLTR | Palantir Technologies Inc. | $318,159 | 0.1% | NEW | 85.8 |
| 173 |  $NUV | NUVEEN MUNICIPAL VALUE FUND INC | $316,448 | 0.1% | +0% | — |
| 174 | — | SCHWAB STRATEGIC TR | $316,207 | 0.1% | +0% | — |
| 175 |  $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | $307,440 | 0.1% | +0% | — |
| 176 | — | FIRST TR EXCHANGE-TRADED FD | $306,666 | 0.1% | -69% | — |
| 177 |  $KO | COCA COLA CO | $298,116 | 0.1% | +14% | 74 |
| 178 |  $CLH | CLEAN HARBORS INC | $295,905 | 0.1% | -1% | 56.3 |
| 179 | $IVZ | Invesco Ltd. | $295,609 | 0.1% | +0% | — |
| 180 | — | FIRST TR EXCHANGE-TRADED FD | $295,396 | 0.1% | +53% | — |
| 181 | $IVZ | Invesco Ltd. | $293,449 | 0.1% | +0% | — |
| 182 |  $PANW | Palo Alto Networks Inc | $288,897 | 0.1% | -47% | 66.5 |
| 183 |  $RFI | COHEN & STEERS TOTAL RETURN REALTY FUND INC | $288,469 | 0.1% | -62% | — |
| 184 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $284,444 | 0.1% | -1% | 75.4 |
| 185 | — | VANGUARD WORLD FD | $280,998 | 0.1% | +0% | — |
| 186 |  $GLDM | World Gold Trust | $273,157 | 0.1% | +2% | — |
| 187 | — | VANGUARD STAR FDS | $273,061 | 0.1% | +20% | — |
| 188 |  $VZ | VERIZON COMMUNICATIONS INC | $271,040 | 0.1% | NEW | 71.6 |
| 189 | — | SCHWAB STRATEGIC TR | $269,938 | 0.1% | +0% | — |
| 190 |  $CVS | CVS HEALTH Corp | $269,397 | 0.1% | +1% | 51.3 |
| 191 | — | ISHARES TR | $267,817 | 0.1% | +0% | — |
| 192 | — | FIRST TR EXCHANGE-TRADED FD | $263,368 | 0.1% | -41% | — |
| 193 | — | SPDR SERIES TRUST | $262,964 | 0.1% | +2% | — |
| 194 | — | ISHARES TR | $261,684 | 0.1% | -22% | — |
| 195 | — | ISHARES TR | $256,816 | 0.1% | -16% | — |
| 196 | — | VANGUARD INDEX FDS | $256,578 | 0.1% | +0% | — |
| 197 |  $LMT | LOCKHEED MARTIN CORP | $249,949 | 0.1% | -1% | 65 |
| 198 |  $NXP | NUVEEN SELECT TAX FREE INCOME PORTFOLIO | $249,133 | 0.1% | +0% | — |
| 199 | — | SELECT SECTOR SPDR TR | $239,353 | 0.1% | +0% | — |
| 200 | — | ISHARES TR | $228,769 | 0.1% | -10% | — |
| 201 |  $ONON | On Holding AG | $225,587 | 0.1% | -4% | — |
| 202 | — | INVESCO EXCH TRADED FD TR II | $225,486 | 0.1% | +0% | — |
| 203 |  $PMM | PUTNAM MANAGED MUNICIPAL INCOME TRUST | $224,475 | 0.1% | +7% | — |
| 204 | $IVZ | Invesco Ltd. | $223,986 | 0.1% | NEW | — |
| 205 |  $CRWD | CrowdStrike Holdings, Inc. | $222,924 | 0.1% | +13% | 55 |
| 206 |  $VGM | Invesco Trust for Investment Grade Municipals | $222,075 | 0.1% | +0% | — |
| 207 |  $LEO | BNY MELLON STRATEGIC MUNICIPALS, INC. | $221,767 | 0.1% | +0% | — |
| 208 |  $RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | $220,346 | 0.1% | -5% | — |
| 209 |  $WM | WASTE MANAGEMENT INC | $218,530 | 0.1% | +0% | 70.7 |
| 210 |  $ETN | Eaton Corp plc | $217,821 | 0.1% | NEW | — |
| 211 |  $MSCI | MSCI Inc. | $214,526 | 0.1% | -2% | 77.6 |
| 212 | — | ISHARES TR | $208,149 | 0.1% | +123% | — |
| 213 | — | ISHARES TR | $207,002 | 0.1% | +118% | — |
| 214 |  $OKE | ONEOK INC /NEW/ | $203,755 | 0.1% | NEW | 72 |
| 215 |  $DHR | DANAHER CORP /DE/ | $202,682 | 0.1% | +3% | 63.9 |
| 216 | — | VANGUARD ADMIRAL FDS INC | $202,511 | 0.1% | -38% | — |
| 217 |  $PSX | Phillips 66 | $200,542 | 0.1% | NEW | 47.6 |
| 218 |  $HCXY | Hercules Capital, Inc. | $177,240 | 0.0% | +0% | — |
| 219 | — | EATON VANCE TAX-MANAGED GLOB | $144,250 | 0.0% | +0% | — |
| 220 | — | GLOBAL X FDS | $88,900 | 0.0% | +0% | — |
| 221 |  $ABR | ARBOR REALTY TRUST INC | $84,810 | 0.0% | +3% | — |
New Positions (6)
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