Foster Victor Wealth Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1769063
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.7B
incl. option notional
Equity Holdings
ⓘ$1.7B
Option Notional
ⓘ$1,380
$1,380 puts / $0 calls
Holdings
243
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Foster Victor Wealth Advisors, LLC disclosed 243 positions worth $1.7B in its Form 13F-HR for Q1 2026 — $1.7B in common stock plus $1,380 of put/call option positions (reported at underlying notional value, not premium at risk), followed by $AMZN and $GOOG. During the quarter the fund opened 16 new positions and exited 10 — including a new stake in $AMD and a full exit from $NKE. The portfolio is most concentrated in Technology (21.7% of disclosed assets). All figures are sourced directly from Foster Victor Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1769063.
AI Fund Analysis
StableVANGUARD INDEX FDS
3.4% weight
Held 9 quarters
$AMZN2.7% weight
Held 9 quarters
$GOOG2.7% weight
Held 9 quarters
SCHWAB STRATEGIC TR
2.0% weight
Held 9 quarters
$LRCX1.9% weight
Held 6 quarters
$MSFT8 quarters accumulating
$GSK8 quarters accumulating
$STE8 quarters accumulating
$HD8 quarters accumulating
$PEP8 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsHealthcareIndustrialsConsumer Discretionary
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.
$KOPUT$1K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$60.0M295,702 sh- 74.6#152
Quality
$46.9M188,389 sh - 80.2#45
Quality
$46.8M140,526 sh SCHWAB STRATEGIC TR
—Quality
$35.1M1,282,553 sh- 82.4
Quality
$33.5M123,034 sh ISHARES TR
—Quality
$33.0M669,809 sh- 83.7
Quality
$29.7M75,450 sh - 76.1
Quality
$28.5M110,161 sh - 78.5
Quality
$28.5M328,706 sh PACER FDS TR
—Quality
$25.4M409,058 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $60.0M | 295,702 |
| AMAZON COM INC$AMZN | 74.6#152 | $46.9M | 188,389 |
| Alphabet Inc.$GOOG | 80.2#45 | $46.8M | 140,526 |
| SCHWAB STRATEGIC TR | — | $35.1M | 1,282,553 |
| LAM RESEARCH CORP$LRCX | 82.4 | $33.5M | 123,034 |
| ISHARES TR | — | $33.0M | 669,809 |
| MICROSOFT CORP$MSFT | 83.7 | $29.7M | 75,450 |
 Apple Inc.$AAPL | 76.1 | $28.5M | 110,161 |
 NASDAQ, INC.$NDAQ | 78.5 | $28.5M | 328,706 |
| PACER FDS TR | — | $25.4M | 409,058 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Foster Victor Wealth Advisors, LLC's 243 positions.
Showing top 10 of 243 holdings.
Sector Allocation
Technology
$380.0M
Other
$276.4M
Financials
$207.5M
Healthcare
$206.1M
Industrials
$176.1M
Consumer Discretionary
$161.2M
Energy
$129.5M
Consumer Staples
$78.4M
Full Holdings — Foster Victor Wealth Advisors, LLC (Q1 2026)
All 243 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 | — | VANGUARD INDEX FDS | $60.0M | 3.4% | +1% | — |
| 2 | $AMZN | AMAZON COM INC | $46.9M | 2.7% | +3% | 74.6 |
| 3 | $GOOG | Alphabet Inc. | $46.8M | 2.7% | +31% | 80.2 |
| 4 | — | SCHWAB STRATEGIC TR | $35.1M | 2.0% | +3% | — |
| 5 | $LRCX | LAM RESEARCH CORP | $33.5M | 1.9% | -18% | 82.4 |
| 6 | — | ISHARES TR | $33.0M | 1.9% | +2% | — |
| 7 | $MSFT | MICROSOFT CORP | $29.7M | 1.7% | +4% | 83.7 |
| 8 | $AAPL | Apple Inc. | $28.5M | 1.6% | +68% | 76.1 |
| 9 | $NDAQ | NASDAQ, INC. | $28.5M | 1.6% | +9% | 78.5 |
| 10 | — | PACER FDS TR | $25.4M | 1.4% | +3% | — |
| 11 |  $MA | Mastercard Inc | $25.2M | 1.4% | -9% | 81.7 |
| 12 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $25.1M | 1.4% | -46% | — |
| 13 |  $VLO | VALERO ENERGY CORP/TX | $25.0M | 1.4% | +0% | 51.4 |
| 14 |  $LPLA | LPL Financial Holdings Inc. | $24.1M | 1.4% | +14% | 61.8 |
| 15 | $GSK | GSK plc | $23.4M | 1.3% | +1% | — |
| 16 |  $OKE | ONEOK INC /NEW/ | $22.5M | 1.3% | +9% | 72 |
| 17 |  $GRMN | GARMIN LTD | $22.2M | 1.3% | -2% | — |
| 18 |  $HAL | HALLIBURTON CO | $21.9M | 1.3% | -8% | 50.9 |
| 19 |  $CSCO | CISCO SYSTEMS, INC. | $21.6M | 1.2% | +10% | 72.3 |
| 20 |  $AMGN | AMGEN INC | $21.3M | 1.2% | -1% | 79.5 |
| 21 |  $PFE | PFIZER INC | $21.3M | 1.2% | +13% | 69 |
| 22 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $21.2M | 1.2% | +13% | — |
| 23 | $STE | STERIS plc | $20.3M | 1.2% | +6% | — |
| 24 |  $EMR | EMERSON ELECTRIC CO | $20.3M | 1.2% | +5% | 65.9 |
| 25 |  $FCX | FREEPORT-MCMORAN INC | $20.1M | 1.1% | -25% | 73.1 |
| 26 |  $META | Meta Platforms, Inc. | $20.1M | 1.1% | +4% | 80.9 |
| 27 |  $QCOM | QUALCOMM INC/DE | $19.8M | 1.1% | -9% | 81.9 |
| 28 |  $JNJ | JOHNSON & JOHNSON | $19.6M | 1.1% | -9% | 72.8 |
| 29 |  $PM | Philip Morris International Inc. | $19.5M | 1.1% | +7% | 80.5 |
| 30 |  $C | CITIGROUP INC | $19.1M | 1.1% | +3% | 54.8 |
| 31 |  $ORLY | O REILLY AUTOMOTIVE INC | $18.7M | 1.1% | -3% | 72.7 |
| 32 | $HD | HOME DEPOT, INC. | $18.5M | 1.1% | +17% | 69.2 |
| 33 |  $WMT | Walmart Inc. | $18.3M | 1.1% | -0% | 63.2 |
| 34 |  $AVGO | Broadcom Inc. | $18.1M | 1.0% | -8% | 86.4 |
| 35 |  $ABBV | AbbVie Inc. | $18.1M | 1.0% | +6% | 59.3 |
| 36 |  $LMT | LOCKHEED MARTIN CORP | $17.3M | 1.0% | -5% | 65 |
| 37 | $PEP | PEPSICO INC | $17.2M | 1.0% | +11% | 62.7 |
| 38 |  $NVDA | NVIDIA CORP | $17.0M | 1.0% | +133% | 90.2 |
| 39 |  $DHR | DANAHER CORP /DE/ | $16.6M | 0.9% | +5% | 63.9 |
| 40 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $16.5M | 0.9% | +7% | 58.8 |
| 41 |  $MAS | MASCO CORP /DE/ | $16.4M | 0.9% | +8% | 59.9 |
| 42 |  $BRK.B | BERKSHIRE HATHAWAY INC | $16.3M | 0.9% | +6% | 64.5 |
| 43 |  $CVX | CHEVRON CORP | $16.2M | 0.9% | +10% | 54.7 |
| 44 |  $SPY | SPDR S&P 500 ETF TRUST | $16.1M | 0.9% | +100% | — |
| 45 |  $ENB | ENBRIDGE INC | $15.9M | 0.9% | +5% | — |
| 46 | — | VANGUARD MUN BD FDS | $15.8M | 0.9% | +4% | — |
| 47 |  $CARR | CARRIER GLOBAL Corp | $15.7M | 0.9% | +32% | 61.5 |
| 48 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $15.6M | 0.9% | +16% | 66.7 |
| 49 |  $AMD | ADVANCED MICRO DEVICES INC | $15.4M | 0.9% | NEW | 78.8 |
| 50 |  $UBER | Uber Technologies, Inc | $14.8M | 0.8% | +30% | 79.3 |
| 51 |  $CMI | CUMMINS INC | $14.7M | 0.8% | -23% | 58.9 |
| 52 |  $BKNG | Booking Holdings Inc. | $14.7M | 0.8% | +2432% | 55.3 |
| 53 |  $CRM | Salesforce, Inc. | $14.5M | 0.8% | +22% | 75.2 |
| 54 |  $CI | Cigna Group | $14.2M | 0.8% | +13% | 66.8 |
| 55 |  $MRK | Merck & Co., Inc. | $14.0M | 0.8% | -14% | 70.9 |
| 56 |  $HSY | HERSHEY CO | $13.9M | 0.8% | +3% | 59.4 |
| 57 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $13.7M | 0.8% | -7% | 76.6 |
| 58 |  $OWL | BLUE OWL CAPITAL INC. | $13.6M | 0.8% | +88% | 59.4 |
| 59 |  $CSGP | COSTAR GROUP, INC. | $12.8M | 0.7% | +72% | 49.5 |
| 60 |  $SSNC | SS&C Technologies Holdings Inc | $12.7M | 0.7% | -39% | 67.2 |
| 61 |  $BA | BOEING CO | $12.3M | 0.7% | +45% | 51.8 |
| 62 |  $MET | METLIFE INC | $12.3M | 0.7% | +6% | 73.9 |
| 63 |  $T | AT&T INC. | $12.1M | 0.7% | NEW | 71.9 |
| 64 |  $MGY | Magnolia Oil & Gas Corp | $12.1M | 0.7% | +2% | 71.2 |
| 65 |  $CCJ | CAMECO CORP | $12.1M | 0.7% | -15% | — |
| 66 |  $VZ | VERIZON COMMUNICATIONS INC | $11.8M | 0.7% | +8% | 71.6 |
| 67 |  $CGNX | COGNEX CORP | $11.6M | 0.7% | -41% | 63.6 |
| 68 |  $NFLX | NETFLIX INC | $11.3M | 0.6% | NEW | 86.7 |
| 69 |  $PG | PROCTER & GAMBLE Co | $10.7M | 0.6% | +15% | 72.9 |
| 70 |  $NEE | NEXTERA ENERGY INC | $10.5M | 0.6% | +3% | 71.7 |
| 71 |  $USB | US BANCORP DE | $10.3M | 0.6% | +4% | 71.4 |
| 72 |  $RPRX | Royalty Pharma plc | $10.1M | 0.6% | +15% | — |
| 73 |  $EOG | EOG RESOURCES INC | $10.0M | 0.6% | +12% | 71.1 |
| 74 |  $DLR | DIGITAL REALTY TRUST, INC. | $9.9M | 0.6% | +7% | 70.2 |
| 75 |  $RF | REGIONS FINANCIAL CORP | $9.8M | 0.6% | +4% | — |
| 76 |  $SPGI | S&P Global Inc. | $9.6M | 0.6% | -49% | 79.4 |
| 77 |  $MDT | Medtronic plc | $9.6M | 0.6% | +12% | — |
| 78 |  $SO | SOUTHERN CO | $9.5M | 0.5% | +8% | 65.1 |
| 79 |  $PPL | PPL Corp | $9.4M | 0.5% | +7% | 70.3 |
| 80 |  $O | REALTY INCOME CORP | $9.2M | 0.5% | +7% | 74.6 |
| 81 |  $GXO | GXO Logistics, Inc. | $9.1M | 0.5% | +2% | 51.9 |
| 82 |  $LLY | ELI LILLY & Co | $9.0M | 0.5% | +321% | 89.3 |
| 83 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $9.0M | 0.5% | +6% | 69.4 |
| 84 |  $ETN | Eaton Corp plc | $8.9M | 0.5% | NEW | — |
| 85 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $8.9M | 0.5% | +31% | 62 |
| 86 |  $BDX | BECTON DICKINSON & CO | $8.8M | 0.5% | +12% | 50.7 |
| 87 |  $MDLZ | Mondelez International, Inc. | $8.4M | 0.5% | +24% | 53.9 |
| 88 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $8.1M | 0.5% | -3% | 72.9 |
| 89 |  $ADBE | ADOBE INC. | $7.9M | 0.5% | -37% | 80.4 |
| 90 |  $KO | COCA COLA CO | $7.8M | 0.5% | -6% | 74 |
| 91 |  $DELL | Dell Technologies Inc. | $7.6M | 0.4% | NEW | 76 |
| 92 |  $GPC | GENUINE PARTS CO | $7.6M | 0.4% | +12% | 54.2 |
| 93 |  $PYPL | PayPal Holdings, Inc. | $7.0M | 0.4% | -9% | 70.5 |
| 94 |  $ADI | ANALOG DEVICES INC | $6.9M | 0.4% | NEW | 76.2 |
| 95 |  $TXN | TEXAS INSTRUMENTS INC | $6.8M | 0.4% | NEW | 70.4 |
| 96 | — | SPDR SERIES TRUST | $6.3M | 0.4% | +22% | — |
| 97 | — | SPDR SERIES TRUST | $6.1M | 0.3% | +19% | — |
| 98 |  $RDDT | Reddit, Inc. | $5.4M | 0.3% | NEW | 79.3 |
| 99 |  $JPM | JPMORGAN CHASE & CO | $4.5M | 0.3% | +2% | 35.6 |
| 100 | — | ISHARES INC | $4.2M | 0.2% | +0% | — |
| 101 | — | SCHWAB STRATEGIC TR | $4.2M | 0.2% | -2% | — |
| 102 |  $IVZ | Invesco Ltd. | $4.1M | 0.2% | -6% | — |
| 103 | — | VANGUARD SCOTTSDALE FDS | $4.0M | 0.2% | +5% | — |
| 104 | — | VANGUARD INDEX FDS | $4.0M | 0.2% | -1% | — |
| 105 | — | SCHWAB STRATEGIC TR | $3.9M | 0.2% | -48% | — |
| 106 | — | SCHWAB STRATEGIC TR | $3.2M | 0.2% | -56% | — |
| 107 |  $RSG | REPUBLIC SERVICES, INC. | $3.1M | 0.2% | +12% | 72 |
| 108 | — | J P MORGAN EXCHANGE TRADED F | $3.1M | 0.2% | +17% | — |
| 109 |  $TFC | TRUIST FINANCIAL CORP | $3.0M | 0.2% | -0% | — |
| 110 |  $GOOGL | Alphabet Inc. | $3.0M | 0.2% | +18% | 80.2 |
| 111 | — | VANGUARD INDEX FDS | $2.8M | 0.2% | +0% | — |
| 112 |  $XOM | EXXON MOBIL CORP | $2.0M | 0.1% | +4% | 61.8 |
| 113 | — | VANGUARD INDEX FDS | $2.0M | 0.1% | -77% | — |
| 114 |  $HUBB | HUBBELL INC | $1.9M | 0.1% | +0% | 68.7 |
| 115 |  $TSLA | Tesla, Inc. | $1.7M | 0.1% | +31% | 50.1 |
| 116 | — | ISHARES TR | $1.7M | 0.1% | -1% | — |
| 117 |  $ORCL | ORACLE CORP | $1.6M | 0.1% | -71% | 67.2 |
| 118 | — | ISHARES TR | $1.5M | 0.1% | -1% | — |
| 119 | — | SCHWAB STRATEGIC TR | $1.3M | 0.1% | -86% | — |
| 120 | — | SCHWAB STRATEGIC TR | $1.2M | 0.1% | -5% | — |
| 121 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.2M | 0.1% | -1% | — |
| 122 | — | ISHARES TR | $1.1M | 0.1% | +48% | — |
| 123 |  $SON | SONOCO PRODUCTS CO | $1.1M | 0.1% | -0% | 63 |
| 124 |  $EA | ELECTRONIC ARTS INC. | $1.1M | 0.1% | -20% | 71.1 |
| 125 |  $ASML | ASML HOLDING NV | $1.1M | 0.1% | -6% | — |
| 126 |  $UBSI | UNITED BANKSHARES INC/WV | $1.1M | 0.1% | +0% | — |
| 127 |  $DUK | Duke Energy CORP | $1.1M | 0.1% | -4% | 64 |
| 128 | — | SCHWAB STRATEGIC TR | $1.0M | 0.1% | -90% | — |
| 129 | — | VANGUARD SPECIALIZED FUNDS | $1.0M | 0.1% | +0% | — |
| 130 | — | J P MORGAN EXCHANGE TRADED F | $1.0M | 0.1% | +28% | — |
| 131 |  $PLTR | Palantir Technologies Inc. | $912,175 | 0.1% | +24% | 85.8 |
| 132 |  $GE | GENERAL ELECTRIC CO | $866,027 | 0.1% | +1% | 74.8 |
| 133 |  $WELL | WELLTOWER INC. | $863,160 | 0.1% | +0% | 75.7 |
| 134 |  $STT | STATE STREET CORP | $858,069 | 0.1% | -3% | 61.5 |
| 135 | — | VANGUARD TAX-MANAGED FDS | $852,986 | 0.1% | +189% | — |
| 136 |  $GLD | SPDR GOLD TRUST | $848,787 | 0.1% | +31% | — |
| 137 |  $LIN | LINDE PLC | $847,789 | 0.1% | +23% | — |
| 138 | — | J P MORGAN EXCHANGE TRADED F | $817,496 | 0.1% | +3% | — |
| 139 | — | SCHWAB STRATEGIC TR | $817,066 | 0.1% | -2% | — |
| 140 |  $BE | Bloom Energy Corp | $779,309 | 0.0% | +0% | 54.4 |
| 141 |  $V | VISA INC. | $777,852 | 0.0% | -92% | 83.5 |
| 142 |  $BRK.A | BERKSHIRE HATHAWAY INC | $716,783 | 0.0% | +0% | 64.5 |
| 143 |  $RTX | RTX Corp | $714,050 | 0.0% | -1% | 70 |
| 144 | — | DIMENSIONAL ETF TRUST | $712,031 | 0.0% | +0% | — |
| 145 | — | SPDR SERIES TRUST | $695,330 | 0.0% | +0% | — |
| 146 |  $SHW | SHERWIN WILLIAMS CO | $670,202 | 0.0% | +0% | 65.3 |
| 147 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $668,909 | 0.0% | -28% | 70.9 |
| 148 |  $TRGP | Targa Resources Corp. | $668,548 | 0.0% | +0% | 70 |
| 149 |  $RITM | Rithm Capital Corp. | $654,451 | 0.0% | +2% | 52 |
| 150 |  $AZN | ASTRAZENECA PLC | $650,474 | 0.0% | -46% | — |
| 151 |  $CAT | CATERPILLAR INC | $645,725 | 0.0% | +2% | 67.8 |
| 152 |  $BAC | BANK OF AMERICA CORP /DE/ | $644,496 | 0.0% | +5% | 68.4 |
| 153 |  $MPC | Marathon Petroleum Corp | $640,664 | 0.0% | +0% | 50.7 |
| 154 |  $SHEL | Shell plc | $632,574 | 0.0% | +28% | — |
| 155 |  $VRT | Vertiv Holdings Co | $615,380 | 0.0% | +22% | 82.7 |
| 156 |  $LOW | LOWES COMPANIES INC | $601,068 | 0.0% | -0% | 63.5 |
| 157 |  $INTC | INTEL CORP | $593,737 | 0.0% | +5% | 41.5 |
| 158 |  $WMB | WILLIAMS COMPANIES, INC. | $566,693 | 0.0% | +1% | 72.8 |
| 159 |  $PAYC | Paycom Software, Inc. | $562,529 | 0.0% | +0% | 69.8 |
| 160 |  $SFST | SOUTHERN FIRST BANCSHARES INC | $556,309 | 0.0% | +2% | 61.8 |
| 161 |  $BTI | British American Tobacco p.l.c. | $552,982 | 0.0% | +8% | — |
| 162 | — | FIRST TR EXCH TRADED FD III | $549,349 | 0.0% | +1% | — |
| 163 | — | ISHARES TR | $543,656 | 0.0% | -1% | — |
| 164 |  $HON | HONEYWELL INTERNATIONAL INC | $539,159 | 0.0% | +90% | 65.7 |
| 165 |  $EZBC | Franklin Templeton Digital Holdings Trust | $534,079 | 0.0% | +0% | — |
| 166 |  $MCD | MCDONALDS CORP | $526,663 | 0.0% | +9% | 73.9 |
| 167 |  $IBN | ICICI BANK LTD | $519,982 | 0.0% | +32% | — |
| 168 | — | ISHARES TR | $500,754 | 0.0% | -63% | — |
| 169 | — | VANGUARD INDEX FDS | $483,301 | 0.0% | +1% | — |
| 170 |  $NXPI | NXP Semiconductors N.V. | $476,870 | 0.0% | -94% | — |
| 171 | — | FIDELITY COVINGTON TRUST | $460,416 | 0.0% | +0% | — |
| 172 |  $SNX | TD SYNNEX CORP | $454,661 | 0.0% | -13% | 55.2 |
| 173 |  $HDB | HDFC BANK LTD | $453,604 | 0.0% | +37% | — |
| 174 |  $COST | COSTCO WHOLESALE CORP /NEW | $450,045 | 0.0% | +0% | 67 |
| 175 |  $NSC | NORFOLK SOUTHERN CORP | $449,550 | 0.0% | +0% | 70.8 |
| 176 |  $BN | BROOKFIELD Corp /ON/ | $438,860 | 0.0% | +12% | — |
| 177 |  $SLB | SLB LIMITED/NV | $435,010 | 0.0% | +2% | 63.2 |
| 178 |  $ET | Energy Transfer LP | $424,827 | 0.0% | +1% | 64.5 |
| 179 | — | VANGUARD WHITEHALL FDS | $423,817 | 0.0% | -21% | — |
| 180 |  $BCSF | Bain Capital Specialty Finance, Inc. | $419,937 | 0.0% | +10% | — |
| 181 |  $ABT | ABBOTT LABORATORIES | $419,544 | 0.0% | +12% | 67 |
| 182 | — | ISHARES TR | $409,225 | 0.0% | -1% | — |
| 183 |  $FLR | FLUOR CORP | $408,100 | 0.0% | +4% | 66.2 |
| 184 |  $RIO | RIO TINTO PLC | $400,443 | 0.0% | -8% | — |
| 185 |  $LYG | Lloyds Banking Group plc | $398,357 | 0.0% | +1% | — |
| 186 |  $DOV | DOVER Corp | $398,066 | 0.0% | NEW | 63.1 |
| 187 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $397,125 | 0.0% | +0% | — |
| 188 |  $TM | TOYOTA MOTOR CORP/ | $396,018 | 0.0% | +11% | — |
| 189 |  $BLK | BlackRock, Inc. | $386,754 | 0.0% | +7% | 70.3 |
| 190 |  $UMC | UNITED MICROELECTRONICS CORP | $383,228 | 0.0% | +3% | — |
| 191 |  $GEV | GE Vernova Inc. | $378,245 | 0.0% | +12% | 70.1 |
| 192 |  $CRH | CRH PUBLIC LTD CO | $376,271 | 0.0% | +17% | — |
| 193 |  $BABA | Alibaba Group Holding Ltd | $371,219 | 0.0% | +21% | — |
| 194 |  $BX | Blackstone Inc. | $361,136 | 0.0% | -28% | 68 |
| 195 | — | ISHARES TR | $357,489 | 0.0% | +2% | — |
| 196 |  $DEO | DIAGEO PLC | $343,644 | 0.0% | +51% | — |
| 197 |  $BSX | BOSTON SCIENTIFIC CORP | $341,373 | 0.0% | -97% | 79.9 |
| 198 |  $TJX | TJX COMPANIES INC /DE/ | $340,916 | 0.0% | +2% | 70.7 |
| 199 |  $MELI | MERCADOLIBRE INC | $338,962 | 0.0% | +53% | 77.5 |
| 200 |  $GLW | CORNING INC /NY | $335,360 | 0.0% | NEW | 72.7 |
| 201 |  $FHN | FIRST HORIZON CORP | $335,281 | 0.0% | +0% | 43.8 |
| 202 |  $NVO | NOVO NORDISK A S | $331,987 | 0.0% | +49% | — |
| 203 | — | VANGUARD INDEX FDS | $324,038 | 0.0% | +6% | — |
| 204 |  $SAP | SAP SE | $323,129 | 0.0% | -11% | — |
| 205 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $315,590 | 0.0% | -2% | 66.4 |
| 206 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $313,709 | 0.0% | +18% | 63.7 |
| 207 |  $PNFP | Pinnacle Financial Partners, Inc. | $309,244 | 0.0% | +30% | — |
| 208 | — | SELECT SECTOR SPDR TR | $301,812 | 0.0% | +0% | — |
| 209 |  $UNH | UNITEDHEALTH GROUP INC | $293,869 | 0.0% | +20% | 66.8 |
| 210 | — | VANGUARD WORLD FD | $291,505 | 0.0% | -4% | — |
| 211 | — | ISHARES TR | $287,482 | 0.0% | +0% | — |
| 212 | — | ISHARES TR | $283,297 | 0.0% | +4% | — |
| 213 | — | ISHARES TR | $280,825 | 0.0% | -79% | — |
| 214 | — | ISHARES TR | $279,117 | 0.0% | -1% | — |
| 215 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $273,412 | 0.0% | +0% | 60.5 |
| 216 |  $EFX | EQUIFAX INC | $272,001 | 0.0% | +0% | 69.4 |
| 217 |  $MS | MORGAN STANLEY | $270,994 | 0.0% | +20% | — |
| 218 |  $GD | GENERAL DYNAMICS CORP | $259,668 | 0.0% | +18% | 73 |
| 219 |  $AXP | AMERICAN EXPRESS CO | $257,866 | 0.0% | +8% | 73.2 |
| 220 | — | ISHARES TR | $255,574 | 0.0% | -14% | — |
| 221 |  $WT | WisdomTree, Inc. | $250,060 | 0.0% | NEW | 62.9 |
| 222 | — | ISHARES TR | $246,539 | 0.0% | +0% | — |
| 223 | — | VANGUARD BD INDEX FDS | $241,539 | 0.0% | +1% | — |
| 224 | — | ISHARES U S ETF TR | $235,931 | 0.0% | -57% | — |
| 225 | — | VANGUARD STAR FDS | $233,359 | 0.0% | NEW | — |
| 226 | — | ISHARES TR | $231,425 | 0.0% | -20% | — |
| 227 |  $PFH | PRUDENTIAL FINANCIAL INC | $226,852 | 0.0% | +0% | 58.6 |
| 228 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $225,256 | 0.0% | NEW | 75.4 |
| 229 | — | ISHARES TR | $223,844 | 0.0% | -94% | — |
| 230 |  $LNG | Cheniere Energy, Inc. | $223,325 | 0.0% | NEW | 48.4 |
| 231 | — | ISHARES TR | $221,964 | 0.0% | -77% | — |
| 232 |  $TRMD | TORM plc | $219,775 | 0.0% | NEW | — |
| 233 |  $UAL | United Airlines Holdings, Inc. | $219,186 | 0.0% | +0% | 61.3 |
| 234 |  $AJG | Arthur J. Gallagher & Co. | $213,481 | 0.0% | +8% | 72.1 |
| 235 |  $PCT | PureCycle Technologies, Inc. | $209,081 | 0.0% | +0% | 26.6 |
| 236 |  $UPS | UNITED PARCEL SERVICE INC | $203,417 | 0.0% | +5% | 58.2 |
| 237 |  $FITB | FIFTH THIRD BANCORP | $202,713 | 0.0% | NEW | — |
| 238 | — | SCHWAB STRATEGIC TR | $200,889 | 0.0% | -97% | — |
| 239 |  $SGHT | Sight Sciences, Inc. | $137,119 | 0.0% | +0% | 17.4 |
| 240 |  $AVXL | ANAVEX LIFE SCIENCES CORP. | $124,566 | 0.0% | +0% | — |
| 241 |  $AAME | ATLANTIC AMERICAN CORP | $111,320 | 0.0% | +0% | 48.1 |
| 242 |  $LIDR | AEye, Inc. | $22,420 | 0.0% | +28% | — |
| 243 | $KOPUT | COCA COLA CO | $1,380 | — | -51% | 74 |
New Positions (16)
$AMD ADVANCED MICRO DEVICES INC$15.4M$T AT&T INC.$12.1M$NFLX NETFLIX INC$11.3M$ETN Eaton Corp plc$8.9M$DELL Dell Technologies Inc.$7.6M$ADI ANALOG DEVICES INC$6.9M$TXN TEXAS INSTRUMENTS INC$6.8M$RDDT Reddit, Inc.$5.4M$DOV DOVER Corp$398,066$GLW CORNING INC /NY$335,360$WT WisdomTree, Inc.$250,060 VANGUARD STAR FDS$233,359
$AEP AMERICAN ELECTRIC POWER CO INC$225,256$LNG Cheniere Energy, Inc.$223,325$TRMD TORM plc$219,775
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