HOWARD FINANCIAL SERVICES, LTD.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1768130
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.0B
incl. option notional
Equity Holdings
ⓘ$1.0B
Option Notional
ⓘ$19,856
$0 puts / $19,856 calls
Holdings
269
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
HOWARD FINANCIAL SERVICES, LTD. disclosed 269 positions worth $1.0B in its Form 13F-HR for Q2 2026 — $1.0B in common stock plus $19,856 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 54 new positions and exited 10. The portfolio is most concentrated in Other (61.2% of disclosed assets). All figures are sourced directly from HOWARD FINANCIAL SERVICES, LTD.’s Form 13F-HR filing with the SEC under CIK 1768130.
AI Fund Analysis
DiversifyingISHARES TR - MSCI USA QLT
11.3% weight
Held 10 quarters
SCHWAB STRATEGIC TR - US D
6.2% weight
Held 10 quarters
VANGUARD SPECIALIZED FUNDS
4.7% weight
Held 10 quarters
$AAPL4.0% weight
Held 10 quarters
$IVZ4.0% weight
Held 10 quarters
$WT9 quarters accumulating
VANECK ETF TRUST - FALLEN
9 quarters accumulating
$AVGO9 quarters accumulating
$EPD9 quarters accumulating
$MPLX9 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyEnergyConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$NOWCALL$20K notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - MSCI USA QLT FCT
—Quality
$112.7M513,557 shSCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$61.9M1,953,598 shVANGUARD SPECIALIZED FUNDS - DIV APP ETF
—Quality
$47.5M200,595 sh- 76.1
Quality
$40.1M138,692 sh - —
Quality
$40.1M327,925 sh - —
Quality
$39.9M187,403 sh - 62.9
Quality
$38.1M398,575 sh - —
Quality
$37.5M799,598 sh HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF
—Quality
$34.3M1,016,250 shPGIM ETF TR - TOTAL RETURN BON
—Quality
$32.4M781,736 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - MSCI USA QLT FCT | — | $112.7M | 513,557 |
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $61.9M | 1,953,598 |
| VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $47.5M | 200,595 |
| Apple Inc.$AAPL | 76.1 | $40.1M | 138,692 |
| Invesco Ltd.$IVZ | — | $40.1M | 327,925 |
| Invesco Ltd.$IVZ | — | $39.9M | 187,403 |
| WisdomTree, Inc.$WT | 62.9 | $38.1M | 398,575 |
| Invesco Ltd.$IVZ | — | $37.5M | 799,598 |
| HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF | — | $34.3M | 1,016,250 |
| PGIM ETF TR - TOTAL RETURN BON | — | $32.4M | 781,736 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of HOWARD FINANCIAL SERVICES, LTD.'s 269 positions.
Showing top 10 of 269 holdings.
Sector Allocation
Other
$613.3M
Financials
$191.4M
Technology
$117.1M
Energy
$23.9M
Consumer Discretionary
$19.5M
Healthcare
$10.6M
Industrials
$10.0M
Consumer Staples
$5.9M
Full Holdings — HOWARD FINANCIAL SERVICES, LTD. (Q2 2026)
All 269 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 - MSCI USA QLT FCT | $112.7M | 11.3% | +2% | — |
| 2 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $61.9M | 6.2% | +0% | — |
| 3 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $47.5M | 4.7% | -0% | — |
| 4 | $AAPL | Apple Inc. | $40.1M | 4.0% | +1% | 76.1 |
| 5 | $IVZ | Invesco Ltd. | $40.1M | 4.0% | -4% | — |
| 6 | $IVZ | Invesco Ltd. | $39.9M | 4.0% | -3% | — |
| 7 | $WT | WisdomTree, Inc. | $38.1M | 3.8% | +6% | 62.9 |
| 8 | $IVZ | Invesco Ltd. | $37.5M | 3.7% | +4% | — |
| 9 | — | HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF | $34.3M | 3.4% | +3% | — |
| 10 | — | PGIM ETF TR - TOTAL RETURN BON | $32.4M | 3.2% | +0% | — |
| 11 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $27.6M | 2.8% | +15% | — |
| 12 | — | ISHARES TR - MSCI INTL QUALTY | $25.6M | 2.6% | +8% | — |
| 13 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $24.3M | 2.4% | +4% | — |
| 14 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $23.8M | 2.4% | +9% | — |
| 15 | — | VANECK ETF TRUST - FALLEN ANGEL HG | $20.2M | 2.0% | +3% | — |
| 16 | — | SSGA ACTIVE ETF TR - STATE STREET DOU | $19.4M | 1.9% | -8% | — |
| 17 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $18.4M | 1.8% | +6% | — |
| 18 | — | WISDOMTREE TR - EM EX ST-OWNED | $18.3M | 1.8% | +11% | — |
| 19 |  $SPY | SPDR S&P 500 ETF TRUST | $17.8M | 1.8% | +0% | — |
| 20 | — | SPDR SERIES TRUST - STATE STREET SPD | $16.8M | 1.7% | -10% | — |
| 21 |  $NVDA | NVIDIA CORP | $16.4M | 1.6% | -2% | 90.2 |
| 22 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $12.3M | 1.2% | -5% | — |
| 23 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $10.2M | 1.0% | -9% | — |
| 24 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETF | $9.7M | 1.0% | +45% | — |
| 25 |  $MSFT | MICROSOFT CORP | $9.4M | 0.9% | -2% | 83.7 |
| 26 | — | PACER FDS TR - US SMALL CAP CAS | $8.8M | 0.9% | -4% | — |
| 27 |  $AMZN | AMAZON COM INC | $8.8M | 0.9% | +12% | 74.6 |
| 28 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.6M | 0.8% | -0% | 64.5 |
| 29 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $7.6M | 0.8% | -32% | — |
| 30 | $AVGO | Broadcom Inc. | $6.9M | 0.7% | +13% | 86.4 |
| 31 |  $GOOG | Alphabet Inc. | $6.3M | 0.6% | +20% | 80.2 |
| 32 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $6.1M | 0.6% | -4% | — |
| 33 | — | ISHARES TR - CORE S&P500 ETF | $5.5M | 0.6% | +6% | — |
| 34 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $5.1M | 0.5% | +4% | 66.4 |
| 35 |  $SBR | SABINE ROYALTY TRUST | $5.0M | 0.5% | +0% | — |
| 36 |  $INTC | INTEL CORP | $4.3M | 0.4% | +217% | 41.5 |
| 37 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $4.1M | 0.4% | +0% | — |
| 38 |  $ET | Energy Transfer LP | $3.9M | 0.4% | +2% | 64.5 |
| 39 | — | LATTICE STRATEGIES TR - HARTFORD MLT ETF | $3.6M | 0.4% | +1% | — |
| 40 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $3.2M | 0.3% | -0% | 72.9 |
| 41 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.1M | 0.3% | +4% | — |
| 42 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $2.9M | 0.3% | -1% | — |
| 43 |  $XOM | EXXON MOBIL CORP | $2.9M | 0.3% | +6% | 61.8 |
| 44 | $MPLX | MPLX LP | $2.7M | 0.3% | +6% | 76.5 |
| 45 |  $GEV | GE Vernova Inc. | $2.6M | 0.3% | +63% | 70.1 |
| 46 |  $MU | MICRON TECHNOLOGY INC | $2.6M | 0.3% | +0% | 88.4 |
| 47 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $2.5M | 0.3% | -9% | — |
| 48 |  $JPM | JPMORGAN CHASE & CO | $2.5M | 0.3% | +8% | 35.6 |
| 49 | — | FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD | $2.5M | 0.3% | -4% | — |
| 50 | — | ISHARES TR - ISHS 1-5YR INVS | $2.3M | 0.2% | +7% | — |
| 51 |  $TSLA | Tesla, Inc. | $2.2M | 0.2% | +4% | 50.1 |
| 52 |  $GOOGL | Alphabet Inc. | $2.1M | 0.2% | -3% | 80.2 |
| 53 |  $SCHW | SCHWAB CHARLES CORP | $2.1M | 0.2% | +28% | 77.2 |
| 54 |  $PEP | PEPSICO INC | $2.1M | 0.2% | -2% | 62.7 |
| 55 |  $LLY | ELI LILLY & Co | $2.0M | 0.2% | +43% | 89.3 |
| 56 |  $MRVL | Marvell Technology, Inc. | $2.0M | 0.2% | +12% | 77.3 |
| 57 |  $JNJ | JOHNSON & JOHNSON | $1.9M | 0.2% | +23% | 72.8 |
| 58 |  $PLTR | Palantir Technologies Inc. | $1.9M | 0.2% | +19% | 85.8 |
| 59 | — | ISHARES TR - CORE MSCI EAFE | $1.8M | 0.2% | -0% | — |
| 60 |  $TPL | Texas Pacific Land Corp | $1.8M | 0.2% | -1% | 79.1 |
| 61 |  $CRWD | CrowdStrike Holdings, Inc. | $1.7M | 0.2% | +4% | 55 |
| 62 |  $WMT | Walmart Inc. | $1.6M | 0.2% | +5% | 63.2 |
| 63 |  $SSB | SouthState Bank Corp | $1.6M | 0.2% | +0% | — |
| 64 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $1.5M | 0.1% | +0% | — |
| 65 |  $META | Meta Platforms, Inc. | $1.5M | 0.1% | +0% | 80.9 |
| 66 |  $CSCO | CISCO SYSTEMS, INC. | $1.5M | 0.1% | +9% | 72.3 |
| 67 |  $GE | GENERAL ELECTRIC CO | $1.5M | 0.1% | +12% | 74.8 |
| 68 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.4M | 0.1% | +5% | 66.7 |
| 69 |  $MA | Mastercard Inc | $1.4M | 0.1% | +3% | 81.7 |
| 70 |  $VNOM | Viper Energy, Inc. | $1.3M | 0.1% | +0% | — |
| 71 | $META | Meta Platforms, Inc. | $1.3M | 0.1% | -19% | 80.9 |
| 72 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $1.3M | 0.1% | +9% | — |
| 73 |  $ABBV | AbbVie Inc. | $1.3M | 0.1% | +25% | 59.3 |
| 74 |  $DMLP | DORCHESTER MINERALS, L.P. | $1.3M | 0.1% | +0% | 72.1 |
| 75 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $1.3M | 0.1% | +1% | 69.4 |
| 76 |  $PANW | Palo Alto Networks Inc | $1.3M | 0.1% | +59% | 66.5 |
| 77 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.3M | 0.1% | +99% | — |
| 78 |  $BSM | Black Stone Minerals, L.P. | $1.3M | 0.1% | +0% | 65.3 |
| 79 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $1.2M | 0.1% | +0% | — |
| 80 |  $OKE | ONEOK INC /NEW/ | $1.2M | 0.1% | -3% | 72 |
| 81 |  $KO | COCA COLA CO | $1.2M | 0.1% | +19% | 74 |
| 82 | — | TIDAL TRUST II - ROUNDHILL GENER | $1.2M | 0.1% | NEW | — |
| 83 |  $MRK | Merck & Co., Inc. | $1.1M | 0.1% | +6% | 70.9 |
| 84 | — | SPDR INDEX SHS FDS - STATE STREET SPD | $1.1M | 0.1% | +0% | — |
| 85 |  $LUV | SOUTHWEST AIRLINES CO | $1.1M | 0.1% | -6% | 51.1 |
| 86 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $1.1M | 0.1% | +13% | — |
| 87 |  $AMD | ADVANCED MICRO DEVICES INC | $1.1M | 0.1% | +19% | 78.8 |
| 88 |  $PM | Philip Morris International Inc. | $1.0M | 0.1% | +6% | 80.5 |
| 89 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.0M | 0.1% | -1% | 67 |
| 90 | — | SPDR SERIES TRUST - STATE STREET SPD | $980,713 | 0.1% | -1% | — |
| 91 | — | ISHARES TR - CORE S&P MCP ETF | $980,604 | 0.1% | +0% | — |
| 92 |  $BAC | BANK OF AMERICA CORP /DE/ | $980,417 | 0.1% | +7% | 68.4 |
| 93 |  $V | VISA INC. | $974,560 | 0.1% | +3% | 83.5 |
| 94 | — | ISHARES INC - CORE MSCI EMKT | $969,712 | 0.1% | +0% | — |
| 95 |  $MS | MORGAN STANLEY | $967,494 | 0.1% | +7% | — |
| 96 |  $GHC | Graham Holdings Co | $962,806 | 0.1% | +0% | 62 |
| 97 |  $NBHC | National Bank Holdings Corp | $941,516 | 0.1% | -25% | 53.3 |
| 98 |  $CVX | CHEVRON CORP | $932,566 | 0.1% | +9% | 54.7 |
| 99 | — | VANGUARD INDEX FDS - SMALL CP ETF | $929,723 | 0.1% | +0% | — |
| 100 | — | VANGUARD INDEX FDS - MID CAP ETF | $922,043 | 0.1% | +300% | — |
| 101 | — | ISHARES TR - ISHARES SEMICDTR | $879,274 | 0.1% | NEW | — |
| 102 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $875,420 | 0.1% | +0% | — |
| 103 |  $AGNC | AGNC Investment Corp. | $832,458 | 0.1% | +3% | — |
| 104 |  $NUV | NUVEEN MUNICIPAL VALUE FUND INC | $830,353 | 0.1% | +0% | — |
| 105 |  $NFLX | NETFLIX INC | $811,604 | 0.1% | -1% | 86.7 |
| 106 | — | ISHARES TR - ESG AWR MSCI USA | $783,191 | 0.1% | +0% | — |
| 107 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $780,795 | 0.1% | +0% | — |
| 108 |  $GLD | SPDR GOLD TRUST | $778,387 | 0.1% | -8% | — |
| 109 |  $TXN | TEXAS INSTRUMENTS INC | $776,145 | 0.1% | +7% | 70.4 |
| 110 |  $AMGN | AMGEN INC | $762,204 | 0.1% | +2% | 79.5 |
| 111 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.1% | +0% | 64.5 |
| 112 |  $CRWV | CoreWeave, Inc. | $746,550 | 0.1% | +0% | 46.5 |
| 113 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $743,946 | 0.1% | -3% | — |
| 114 | — | ISHARES TR - MSCI EMG MKT ETF | $740,880 | 0.1% | +0% | — |
| 115 |  $CAT | CATERPILLAR INC | $711,937 | 0.1% | +6% | 67.8 |
| 116 |  $DELL | Dell Technologies Inc. | $711,892 | 0.1% | -29% | 76 |
| 117 | — | ISHARES TR - S&P 500 GRWT ETF | $710,449 | 0.1% | +9% | — |
| 118 |  $HD | HOME DEPOT, INC. | $701,923 | 0.1% | +2% | 69.2 |
| 119 |  $TDAY | USA TODAY Co., Inc. | $684,000 | 0.1% | +0% | 48.4 |
| 120 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $678,086 | 0.1% | +0% | — |
| 121 |  $KMB | KIMBERLY CLARK CORP | $677,174 | 0.1% | +129% | 61.7 |
| 122 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $668,257 | 0.1% | NEW | — |
| 123 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | $668,070 | 0.1% | +0% | — |
| 124 |  $BKNG | Booking Holdings Inc. | $667,687 | 0.1% | +2576% | 55.3 |
| 125 | $IVZ | Invesco Ltd. | $664,604 | 0.1% | NEW | — |
| 126 |  $MO | ALTRIA GROUP, INC. | $639,974 | 0.1% | -6% | 72.1 |
| 127 |  $KRP | Kimbell Royalty Partners, LP | $636,632 | 0.1% | +0% | 68.1 |
| 128 |  $EMR | EMERSON ELECTRIC CO | $635,243 | 0.1% | +106% | 65.9 |
| 129 |  $UBER | Uber Technologies, Inc | $627,658 | 0.1% | +5% | 79.3 |
| 130 | $IVZ | Invesco Ltd. | $615,658 | 0.1% | -7% | — |
| 131 |  $NEE | NEXTERA ENERGY INC | $611,254 | 0.1% | -1% | 71.7 |
| 132 |  $RTX | RTX Corp | $609,748 | 0.1% | +3% | 70 |
| 133 |  $UPS | UNITED PARCEL SERVICE INC | $597,573 | 0.1% | +39% | 58.2 |
| 134 |  $AXP | AMERICAN EXPRESS CO | $587,637 | 0.1% | +16% | 73.2 |
| 135 |  $NSC | NORFOLK SOUTHERN CORP | $586,396 | 0.1% | +1% | 70.8 |
| 136 |  $JBI | Janus International Group, Inc. | $582,339 | 0.1% | +0% | 40.6 |
| 137 |  $AMAT | APPLIED MATERIALS INC /DE | $581,591 | 0.1% | -3% | 74.8 |
| 138 | — | SIREN ETF TR - DIVCN LDRS ETF | $568,486 | 0.1% | -8% | — |
| 139 |  $LRCX | LAM RESEARCH CORP | $566,707 | 0.1% | +0% | 82.4 |
| 140 |  $COP | CONOCOPHILLIPS | $556,452 | 0.1% | +2% | 74.8 |
| 141 | $IVZ | Invesco Ltd. | $548,461 | 0.1% | +0% | — |
| 142 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $544,563 | 0.1% | -9% | 60.5 |
| 143 |  $WFC | WELLS FARGO & COMPANY/MN | $540,730 | 0.1% | +1% | — |
| 144 | — | SPDR SERIES TRUST - STATE STREET SPD | $534,049 | 0.1% | +0% | — |
| 145 | — | FRANKLIN TEMPLETON ETF TR - INTELLIGENT MACH | $532,024 | 0.1% | NEW | — |
| 146 |  $PG | PROCTER & GAMBLE Co | $531,202 | 0.1% | +74% | 72.9 |
| 147 |  $NXPI | NXP Semiconductors N.V. | $530,304 | 0.1% | +1% | — |
| 148 |  $YUM | YUM BRANDS INC | $530,096 | 0.1% | -1% | 71.7 |
| 149 |  $WES | Western Midstream Partners, LP | $498,928 | 0.1% | +2% | 78.1 |
| 150 | — | SPDR SERIES TRUST - STATE STREET SPD | $480,856 | 0.1% | +0% | — |
| 151 |  $CAVA | CAVA GROUP, INC. | $477,551 | 0.1% | +0% | 62.7 |
| 152 |  $OSTX | OS Therapies Inc | $471,202 | 0.1% | +1% | — |
| 153 | — | INVESCO EXCHANGE TRADED FD T - S&P500 EQL ENR | $467,010 | 0.1% | +41% | — |
| 154 | — | ISHARES TR - 1 3 YR TREAS BD | $464,502 | 0.1% | +0% | — |
| 155 |  $LIN | LINDE PLC | $462,894 | 0.1% | +7% | — |
| 156 | — | DIREXION SHARES ETF TRUST - NASDAQ 100 EQ WT | $460,164 | 0.1% | +0% | — |
| 157 |  $IAU | ISHARES GOLD TRUST | $454,797 | 0.1% | +31% | — |
| 158 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $424,505 | 0.0% | +1% | — |
| 159 | — | VANGUARD WORLD FD - INF TECH ETF | $411,912 | 0.0% | +701% | — |
| 160 |  $KLAC | KLA CORP | $410,665 | 0.0% | NEW | 84.4 |
| 161 |  $UNH | UNITEDHEALTH GROUP INC | $408,415 | 0.0% | +21% | 66.8 |
| 162 | — | ADVISORSHARES TR - MSOS DAILY LVRGD | $402,000 | 0.0% | +0% | — |
| 163 |  $AZN | ASTRAZENECA PLC | $401,994 | 0.0% | NEW | — |
| 164 |  $GS | GOLDMAN SACHS GROUP INC | $398,806 | 0.0% | +1% | — |
| 165 | — | TORTOISE CAPITAL SERIES TRUS - NORTH AMRCN PIPE | $393,420 | 0.0% | -1% | — |
| 166 |  $JOUT | JOHNSON OUTDOORS INC | $392,961 | 0.0% | +1% | 44 |
| 167 |  $T | AT&T INC. | $380,939 | 0.0% | +21% | 71.9 |
| 168 |  $APH | AMPHENOL CORP /DE/ | $375,914 | 0.0% | +14% | 80.5 |
| 169 |  $CRM | Salesforce, Inc. | $374,424 | 0.0% | +20% | 75.2 |
| 170 | — | SPDR SERIES TRUST - STATE STREET SPD | $371,889 | 0.0% | -24% | — |
| 171 |  $UNP | UNION PACIFIC CORP | $370,319 | 0.0% | +7% | 74 |
| 172 |  $UAMY | UNITED STATES ANTIMONY CORP | $368,162 | 0.0% | -80% | 32.2 |
| 173 |  $VZ | VERIZON COMMUNICATIONS INC | $367,393 | 0.0% | +9% | 71.6 |
| 174 |  $DUK | Duke Energy CORP | $367,248 | 0.0% | NEW | 64 |
| 175 | — | ISHARES TR - MSCI USA MIN VOL | $365,487 | 0.0% | NEW | — |
| 176 | — | SELECT SECTOR SPDR TR - STATE STREET ENE | $364,229 | 0.0% | +0% | — |
| 177 |  $ISRG | INTUITIVE SURGICAL INC | $359,503 | 0.0% | -19% | 81.4 |
| 178 |  $ORCL | ORACLE CORP | $359,437 | 0.0% | +32% | 67.2 |
| 179 | — | ISHARES TR - CORE DIV GRWTH | $358,763 | 0.0% | NEW | — |
| 180 | — | ISHARES INC - MSCI EMRG CHN | $357,690 | 0.0% | +0% | — |
| 181 |  $C | CITIGROUP INC | $352,435 | 0.0% | +12% | 54.8 |
| 182 | — | VANECK ETF TRUST - GOLD MINERS ETF | $347,041 | 0.0% | +20% | — |
| 183 | — | SELECT SECTOR SPDR TR - STATE STREET UTI | $333,068 | 0.0% | NEW | — |
| 184 |  $SO | SOUTHERN CO | $316,609 | 0.0% | NEW | 65.1 |
| 185 |  $BA | BOEING CO | $313,460 | 0.0% | +15% | 51.8 |
| 186 |  $TJX | TJX COMPANIES INC /DE/ | $307,394 | 0.0% | +4% | 70.7 |
| 187 |  $PFE | PFIZER INC | $304,075 | 0.0% | +14% | 69 |
| 188 |  $WDC | WESTERN DIGITAL CORP | $302,753 | 0.0% | NEW | 76.8 |
| 189 |  $PLD | Prologis, Inc. | $300,202 | 0.0% | +11% | 67.5 |
| 190 | — | ISHARES TR - RUS 1000 GRW ETF | $299,510 | 0.0% | +300% | — |
| 191 | — | RBB FD INC - MOTLEY FOL ETF | $295,432 | 0.0% | -18% | — |
| 192 |  $D | DOMINION ENERGY, INC | $291,443 | 0.0% | +7% | 74.9 |
| 193 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $291,088 | 0.0% | -20% | 63.7 |
| 194 | — | ISHARES TR - RUS 1000 VAL ETF | $290,916 | 0.0% | +0% | — |
| 195 |  $DHI | HORTON D R INC /DE/ | $290,177 | 0.0% | NEW | 54.6 |
| 196 |  $TRV | TRAVELERS COMPANIES, INC. | $290,175 | 0.0% | +2% | 71.5 |
| 197 |  $INTU | INTUIT INC. | $283,968 | 0.0% | NEW | 82 |
| 198 |  $NOW | ServiceNow, Inc. | $283,742 | 0.0% | NEW | 76 |
| 199 |  $ENB | ENBRIDGE INC | $278,314 | 0.0% | NEW | — |
| 200 |  $SCCO | SOUTHERN COPPER CORP/ | $276,628 | 0.0% | +5% | 86.6 |
| 201 |  $EOG | EOG RESOURCES INC | $274,583 | 0.0% | +4% | 71.1 |
| 202 |  $PFH | PRUDENTIAL FINANCIAL INC | $271,067 | 0.0% | +6% | 58.6 |
| 203 |  $EQT | EQT Corp | $264,521 | 0.0% | -3% | 83.3 |
| 204 | — | ISHARES TR - CORE US AGGBD ET | $263,513 | 0.0% | +1% | — |
| 205 |  $SLV | iShares Silver Trust | $263,381 | 0.0% | +17% | — |
| 206 |  $ADP | AUTOMATIC DATA PROCESSING INC | $261,895 | 0.0% | NEW | 77.9 |
| 207 |  $SHEL | Shell plc | $257,152 | 0.0% | NEW | — |
| 208 |  $NEM | NEWMONT Corp /DE/ | $255,277 | 0.0% | +2% | 88.3 |
| 209 |  $ANET | Arista Networks, Inc. | $254,650 | 0.0% | NEW | 86 |
| 210 | — | CALAMOS CONV & HIGH INCOME F - COM SHS | $254,027 | 0.0% | NEW | — |
| 211 |  $BLK | BlackRock, Inc. | $251,929 | 0.0% | +2% | 70.3 |
| 212 |  $MCD | MCDONALDS CORP | $251,805 | 0.0% | +4% | 73.9 |
| 213 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $249,792 | 0.0% | NEW | — |
| 214 |  $EGY | VAALCO ENERGY INC /DE/ | $249,768 | 0.0% | NEW | 29.9 |
| 215 | $IVZ | Invesco Ltd. | $249,741 | 0.0% | NEW | — |
| 216 |  $COF | CAPITAL ONE FINANCIAL CORP | $249,170 | 0.0% | -18% | 71 |
| 217 |  $ELV | Elevance Health, Inc. | $246,090 | 0.0% | NEW | 59.4 |
| 218 |  $CB | Chubb Ltd | $244,311 | 0.0% | -2% | — |
| 219 |  $LITE | Lumentum Holdings Inc. | $243,689 | 0.0% | NEW | 63.4 |
| 220 | — | ISHARES TR - EXPANDED TECH | $243,544 | 0.0% | +1% | — |
| 221 |  $STHO | Star Holdings | $243,123 | 0.0% | +0% | 25.9 |
| 222 |  $RF | REGIONS FINANCIAL CORP | $242,657 | 0.0% | -1% | — |
| 223 |  $OKLO | Oklo Inc. | $240,927 | 0.0% | +2% | — |
| 224 |  $ADI | ANALOG DEVICES INC | $237,971 | 0.0% | NEW | 76.2 |
| 225 |  $BABA | Alibaba Group Holding Ltd | $234,767 | 0.0% | +0% | — |
| 226 |  $AEM | AGNICO EAGLE MINES LTD | $233,471 | 0.0% | -3% | — |
| 227 |  $SNDK | Sandisk Corp | $231,920 | 0.0% | NEW | 88.8 |
| 228 |  $O | REALTY INCOME CORP | $230,930 | 0.0% | NEW | 74.6 |
| 229 | — | ISHARES TR - ESG AW MSCI EAFE | $230,753 | 0.0% | +1% | — |
| 230 |  $GIL | Gildan Activewear Inc. | $230,291 | 0.0% | +4% | — |
| 231 |  $BX | Blackstone Inc. | $229,262 | 0.0% | -2% | 68 |
| 232 |  $TFIN | Triumph Financial, Inc. | $228,930 | 0.0% | NEW | — |
| 233 | — | ISHARES TR - EXPND TEC SC ETF | $227,703 | 0.0% | NEW | — |
| 234 |  $BMY | BRISTOL MYERS SQUIBB CO | $225,169 | 0.0% | +4% | 70.1 |
| 235 |  $QCOM | QUALCOMM INC/DE | $224,800 | 0.0% | NEW | 81.9 |
| 236 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | $223,402 | 0.0% | NEW | — |
| 237 |  $LMT | LOCKHEED MARTIN CORP | $223,142 | 0.0% | -11% | 65 |
| 238 | — | SELECT SECTOR SPDR TR - STATE STREET FIN | $222,482 | 0.0% | +1% | — |
| 239 |  $ABT | ABBOTT LABORATORIES | $222,363 | 0.0% | +5% | 67 |
| 240 |  $MMM | 3M CO | $220,350 | 0.0% | NEW | 60.7 |
| 241 | — | SPDR SERIES TRUST - STATE STREET SPD | $216,508 | 0.0% | NEW | — |
| 242 |  $MDLZ | Mondelez International, Inc. | $215,249 | 0.0% | +6% | 53.9 |
| 243 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $214,560 | 0.0% | NEW | 63.2 |
| 244 |  $FCX | FREEPORT-MCMORAN INC | $214,304 | 0.0% | NEW | 73.1 |
| 245 |  $EAT | BRINKER INTERNATIONAL, INC | $212,352 | 0.0% | NEW | 74.7 |
| 246 |  $VLO | VALERO ENERGY CORP/TX | $205,145 | 0.0% | NEW | 51.4 |
| 247 |  $GILD | GILEAD SCIENCES, INC. | $205,135 | 0.0% | +4% | 77.8 |
| 248 |  $CL | COLGATE PALMOLIVE CO | $204,851 | 0.0% | NEW | 72.4 |
| 249 |  $USB | US BANCORP DE | $204,098 | 0.0% | NEW | 71.4 |
| 250 | — | ISHARES TR - LOW CARBON OPTIM | $203,894 | 0.0% | NEW | — |
| 251 |  $CVS | CVS HEALTH Corp | $203,486 | 0.0% | NEW | 51.3 |
| 252 |  $STX | Seagate Technology Holdings plc | $202,650 | 0.0% | NEW | — |
| 253 |  $DIS | Walt Disney Co | $201,289 | 0.0% | NEW | 68.9 |
| 254 |  $ICE | Intercontinental Exchange, Inc. | $201,285 | 0.0% | -13% | 73.8 |
| 255 |  $PWR | QUANTA SERVICES, INC. | $200,184 | 0.0% | NEW | 62.6 |
| 256 |  $RQI | COHEN & STEERS QUALITY INCOME REALTY FUND INC | $185,593 | 0.0% | NEW | — |
| 257 |  $QXO | QXO, Inc. | $184,516 | 0.0% | NEW | 53.5 |
| 258 | — | EATON VANCE TAX-MANAGED DIVE - COM | $181,750 | 0.0% | NEW | — |
| 259 |  $ETHE | Grayscale Ethereum Staking ETF | $151,206 | 0.0% | +0% | — |
| 260 |  $ELDN | Eledon Pharmaceuticals, Inc. | $118,200 | 0.0% | +0% | — |
| 261 |  $ETW | Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | $104,739 | 0.0% | NEW | — |
| 262 | — | GRANITESHARES ETF TR - 2X LONG NOW DAIL | $87,400 | 0.0% | NEW | — |
| 263 | — | THEMES ETF TR - LEVERAGE SHS 2X | $81,600 | 0.0% | NEW | — |
| 264 | — | THEMES ETF TR - LEVERAGE SHS 2X | $74,750 | 0.0% | NEW | — |
| 265 | — | DIREXION SHARES ETF TRUST - DAILY SEMICONDUC | $64,800 | 0.0% | NEW | — |
| 266 |  $ZJK | ZJK Industrial Co., Ltd. | $24,438 | 0.0% | +0% | — |
| 267 | $NOWCALL | ServiceNow, Inc. | $19,856 | — | NEW | 76 |
| 268 |  $CNDT | CONDUENT Inc | $14,600 | 0.0% | +0% | 30 |
| 269 |  $ORBS | Eightco Holdings Inc. | $6,955 | 0.0% | NEW | 7.4 |
New Positions (54)
TIDAL TRUST II - ROUNDHILL GENER$1.2M
ISHARES TR - ISHARES SEMICDTR$879,274
FIDELITY COVINGTON TRUST - MSCI INFO TECH I$668,257
FRANKLIN TEMPLETON ETF TR - INTELLIGENT MACH$532,024
$KLAC KLA CORP$410,665$AZN ASTRAZENECA PLC$401,994$DUK Duke Energy CORP$367,248 ISHARES TR - MSCI USA MIN VOL$365,487
ISHARES TR - CORE DIV GRWTH$358,763
SELECT SECTOR SPDR TR - STATE STREET UTI$333,068
$SO SOUTHERN CO$316,609$WDC WESTERN DIGITAL CORP$302,753$DHI HORTON D R INC /DE/$290,177$INTU INTUIT INC.$283,968$NOW ServiceNow, Inc.$283,742
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