PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1773830
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.7B
Holdings
240
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. disclosed 240 positions worth $1.7B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 9 new positions and exited 5 — including a new stake in $INTC and a full exit from $XOM. The portfolio is most concentrated in Other (94.3% of disclosed assets). All figures are sourced directly from PATRIOT INVESTMENT MANAGEMENT GROUP, INC.’s Form 13F-HR filing with the SEC under CIK 1773830.
AI Fund Analysis
StableVANGUARD INDEX FDS - TOTAL
31.5% weight
Held 10 quarters
VANGUARD BD INDEX FDS - TO
8.3% weight
Held 10 quarters
VANGUARD TAX-MANAGED FDS -
5.8% weight
Held 10 quarters
VANGUARD SCOTTSDALE FDS -
4.1% weight
Held 10 quarters
VANGUARD INTL EQUITY INDEX
3.8% weight
Held 10 quarters
VANGUARD BD INDEX FDS - TO
9 quarters accumulating
VANGUARD SCOTTSDALE FDS -
9 quarters accumulating
SPDR SERIES TRUST - ST STR
9 quarters accumulating
VANGUARD INDEX FDS - REAL
9 quarters accumulating
VANGUARD SCOTTSDALE FDS -
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$543.1M1,467,704 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$142.8M1,945,569 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$99.4M1,394,427 shVANGUARD SCOTTSDALE FDS - INT-TERM CORP
—Quality
$70.5M852,735 shVANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
—Quality
$66.1M789,158 shVANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
—Quality
$55.8M935,099 shSPDR SERIES TRUST - ST STR SP600 SML
—Quality
$48.1M833,994 shVANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
—Quality
$41.2M521,512 shVANGUARD INDEX FDS - SMALL CP ETF
—Quality
$29.9M98,662 shSCHWAB STRATEGIC TR - US BRD MKT ETF
—Quality
$29.1M1,004,233 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $543.1M | 1,467,704 |
| VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $142.8M | 1,945,569 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $99.4M | 1,394,427 |
| VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $70.5M | 852,735 |
| VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $66.1M | 789,158 |
| VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $55.8M | 935,099 |
| SPDR SERIES TRUST - ST STR SP600 SML | — | $48.1M | 833,994 |
| VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $41.2M | 521,512 |
| VANGUARD INDEX FDS - SMALL CP ETF | — | $29.9M | 98,662 |
| SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $29.1M | 1,004,233 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s 240 positions.
Showing top 10 of 240 holdings.
Sector Allocation
Other
$1.6B
Technology
$37.0M
Financials
$26.6M
Industrials
$10.6M
Healthcare
$8.7M
Consumer Discretionary
$6.7M
Consumer Staples
$4.0M
Energy
$1.6M
Full Holdings — PATRIOT INVESTMENT MANAGEMENT GROUP, INC. (Q2 2026)
All 240 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 - TOTAL STK MKT | $543.1M | 31.5% | +0% | — |
| 2 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $142.8M | 8.3% | +3% | — |
| 3 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $99.4M | 5.8% | +1% | — |
| 4 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $70.5M | 4.1% | +2% | — |
| 5 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $66.1M | 3.8% | -0% | — |
| 6 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $55.8M | 3.2% | +1% | — |
| 7 | — | SPDR SERIES TRUST - ST STR SP600 SML | $48.1M | 2.8% | +3% | — |
| 8 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $41.2M | 2.4% | +3% | — |
| 9 | — | VANGUARD INDEX FDS - SMALL CP ETF | $29.9M | 1.7% | -1% | — |
| 10 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $29.1M | 1.7% | -2% | — |
| 11 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $24.8M | 1.4% | +3% | — |
| 12 | — | ISHARES TR - CORE US AGGBD ET | $19.9M | 1.1% | +0% | — |
| 13 | — | ISHARES TR - CORE S&P500 ETF | $18.9M | 1.1% | -0% | — |
| 14 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $18.3M | 1.1% | +11% | — |
| 15 | — | VANGUARD WORLD FD - UTILITIES ETF | $17.7M | 1.0% | -1% | — |
| 16 | — | VANGUARD INDEX FDS - MID CAP ETF | $16.7M | 1.0% | +292% | — |
| 17 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $16.1M | 0.9% | -2% | — |
| 18 |  $SPY | SPDR S&P 500 ETF TRUST | $15.8M | 0.9% | -0% | — |
| 19 | — | VANGUARD WORLD FD - CONSUM STP ETF | $15.3M | 0.9% | -2% | — |
| 20 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $14.4M | 0.8% | +2% | — |
| 21 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $13.5M | 0.8% | -0% | — |
| 22 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $13.5M | 0.8% | -1% | — |
| 23 | — | ISHARES INC - CORE MSCI EMKT | $13.3M | 0.8% | -2% | — |
| 24 |  $AAPL | Apple Inc. | $12.2M | 0.7% | +18% | 76.1 |
| 25 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $12.1M | 0.7% | -4% | — |
| 26 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $10.3M | 0.6% | -4% | — |
| 27 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $10.3M | 0.6% | -0% | — |
| 28 | — | ISHARES TR - CORE MSCI EAFE | $9.8M | 0.6% | +0% | — |
| 29 | — | ISHARES TR - ISHS 1-5YR INVS | $9.8M | 0.6% | +0% | — |
| 30 | — | ISHARES TR - NATIONAL MUN ETF | $9.4M | 0.5% | -1% | — |
| 31 | — | ISHARES TR - CORE S&P TTL STK | $8.9M | 0.5% | -8% | — |
| 32 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $8.9M | 0.5% | -1% | — |
| 33 | — | ISHARES TR - CORE MSCI INTL | $7.6M | 0.4% | -3% | — |
| 34 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $7.4M | 0.4% | -3% | — |
| 35 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | $7.0M | 0.4% | +0% | — |
| 36 | — | ISHARES TR - 1 3 YR TREAS BD | $6.9M | 0.4% | -2% | — |
| 37 | — | ISHARES TR - S&P 500 GRWT ETF | $6.8M | 0.4% | -1% | — |
| 38 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.8M | 0.4% | -5% | — |
| 39 | — | ISHARES TR - ISHS 5-10YR INVT | $6.2M | 0.4% | +2% | — |
| 40 |  $META | Meta Platforms, Inc. | $6.0M | 0.3% | -15% | 80.9 |
| 41 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $6.0M | 0.3% | +5% | — |
| 42 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $5.8M | 0.3% | +0% | — |
| 43 | — | VANGUARD WORLD FD - INF TECH ETF | $5.6M | 0.3% | +700% | — |
| 44 |  $NVDA | NVIDIA CORP | $5.5M | 0.3% | -15% | 90.2 |
| 45 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $4.9M | 0.3% | -1% | — |
| 46 |  $BRK.A | BERKSHIRE HATHAWAY INC | $4.5M | 0.3% | +0% | 64.5 |
| 47 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $4.3M | 0.3% | +0% | — |
| 48 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $3.8M | 0.2% | -2% | — |
| 49 | — | VANGUARD WORLD FD - ESG US STK ETF | $3.6M | 0.2% | +0% | — |
| 50 | — | VANGUARD STAR FDS - VG TL INTL STK F | $3.5M | 0.2% | +2% | — |
| 51 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $3.4M | 0.2% | +0% | — |
| 52 |  $MSFT | MICROSOFT CORP | $3.4M | 0.2% | -2% | 83.7 |
| 53 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $3.3M | 0.2% | +0% | — |
| 54 | — | GLOBAL X FDS - GLB X MLP ENRG I | $3.3M | 0.2% | -1% | — |
| 55 |  $CAT | CATERPILLAR INC | $3.2M | 0.2% | +7% | 67.8 |
| 56 |  $IAU | ISHARES GOLD TRUST | $3.0M | 0.2% | -16% | — |
| 57 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $2.9M | 0.2% | +0% | — |
| 58 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $2.9M | 0.2% | -1% | — |
| 59 |  $PNFP | Pinnacle Financial Partners, Inc. | $2.8M | 0.2% | +0% | — |
| 60 | — | ISHARES TR - MSCI USA MIN ETF | $2.8M | 0.2% | +1% | — |
| 61 |  $JNJ | JOHNSON & JOHNSON | $2.7M | 0.2% | -0% | 72.8 |
| 62 | — | ISHARES TR - CORE UNIVRSL USD | $2.6M | 0.1% | +0% | — |
| 63 | — | ISHARES TR - CORE INTL AGGR | $2.5M | 0.1% | +19% | — |
| 64 | — | ISHARES TR - CORE S&P SCP ETF | $2.4M | 0.1% | -0% | — |
| 65 |  $IVZ | Invesco Ltd. | $2.4M | 0.1% | -0% | — |
| 66 |  $AMZN | AMAZON COM INC | $2.3M | 0.1% | -4% | 74.6 |
| 67 | — | VANGUARD INDEX FDS - VALUE ETF | $2.2M | 0.1% | -1% | — |
| 68 |  $SNPS | SYNOPSYS INC | $2.2M | 0.1% | +0% | 63.1 |
| 69 | $IVZ | Invesco Ltd. | $2.2M | 0.1% | +0% | — |
| 70 | — | ISHARES TR - S&P 500 VAL ETF | $2.1M | 0.1% | +0% | — |
| 71 |  $JPM | JPMORGAN CHASE & CO | $2.1M | 0.1% | -0% | 35.6 |
| 72 | — | ISHARES TR - RUSSELL 2000 ETF | $2.1M | 0.1% | +0% | — |
| 73 | — | SCHWAB STRATEGIC TR - US REIT ETF | $2.1M | 0.1% | -0% | — |
| 74 |  $HD | HOME DEPOT, INC. | $2.0M | 0.1% | -12% | 69.2 |
| 75 | — | VANGUARD MALVERN FDS - CORE BD ETF | $2.0M | 0.1% | -3% | — |
| 76 | — | ISHARES TR - GLOBAL TECH ETF | $2.0M | 0.1% | -3% | — |
| 77 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $1.9M | 0.1% | +0% | — |
| 78 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.8M | 0.1% | +0% | — |
| 79 | — | ISHARES TR - MSCI EAFE ETF | $1.8M | 0.1% | +5% | — |
| 80 | — | ISHARES TR - SELECT DIVID ETF | $1.8M | 0.1% | -0% | — |
| 81 | — | VANECK ETF TRUST - GOLD MINERS ETF | $1.8M | 0.1% | +0% | — |
| 82 | — | ISHARES TR - CORE HIGH DV ETF | $1.8M | 0.1% | +382% | — |
| 83 | — | ISHARES TR - CORE DIV GRWTH | $1.7M | 0.1% | -5% | — |
| 84 |  $TSLA | Tesla, Inc. | $1.7M | 0.1% | +1% | 50.1 |
| 85 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $1.7M | 0.1% | -0% | — |
| 86 | — | ISHARES TR - BROAD USD HIGH | $1.7M | 0.1% | -10% | — |
| 87 |  $AMGN | AMGEN INC | $1.7M | 0.1% | -1% | 79.5 |
| 88 | — | ISHARES TR - ISHARES SEMICDTR | $1.7M | 0.1% | +0% | — |
| 89 |  $DOV | DOVER Corp | $1.6M | 0.1% | +0% | 63.1 |
| 90 | — | VANGUARD WORLD FD - ENERGY ETF | $1.6M | 0.1% | -2% | — |
| 91 |  $SMBK | SMARTFINANCIAL INC. | $1.6M | 0.1% | +0% | — |
| 92 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $1.6M | 0.1% | +0% | — |
| 93 |  $DE | DEERE & CO | $1.6M | 0.1% | -2% | 57.4 |
| 94 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.5M | 0.1% | +500% | — |
| 95 | — | ISHARES TR - ISHARES BIOTECH | $1.5M | 0.1% | -9% | — |
| 96 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $1.5M | 0.1% | +40% | — |
| 97 | — | ISHARES TR - RUS MID CAP ETF | $1.5M | 0.1% | +0% | — |
| 98 | — | ISHARES TR - U.S. TECH ETF | $1.5M | 0.1% | +0% | — |
| 99 | — | ISHARES TR - JPMORGAN USD EMG | $1.5M | 0.1% | +0% | — |
| 100 |  $JBL | JABIL INC | $1.4M | 0.1% | -4% | 51.9 |
| 101 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $1.4M | 0.1% | +0% | — |
| 102 | — | ISHARES TR - CORE S&P MCP ETF | $1.4M | 0.1% | -1% | — |
| 103 | — | ISHARES TR - S&P SML 600 GWT | $1.3M | 0.1% | -1% | — |
| 104 | — | ISHARES TR - USD INV GRDE ETF | $1.3M | 0.1% | -1% | — |
| 105 |  $STT | STATE STREET CORP | $1.3M | 0.1% | -7% | 61.5 |
| 106 |  $LLY | ELI LILLY & Co | $1.3M | 0.1% | -4% | 89.3 |
| 107 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $1.2M | 0.1% | +23% | — |
| 108 |  $WMT | Walmart Inc. | $1.2M | 0.1% | -3% | 63.2 |
| 109 | — | INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO | $1.2M | 0.1% | +0% | — |
| 110 |  $MCI | BARINGS CORPORATE INVESTORS | $1.2M | 0.1% | +0% | — |
| 111 | — | SPDR SERIES TRUST - ST STR SP DIV | $1.2M | 0.1% | -1% | — |
| 112 | — | ISHARES U S ETF TR - U.S. TECH INDEPD | $1.2M | 0.1% | -6% | — |
| 113 | — | ISHARES TR - GLB CNSM STP ETF | $1.2M | 0.1% | +11% | — |
| 114 | — | ISHARES TR - GLOB INDSTRL ETF | $1.1M | 0.1% | +0% | — |
| 115 |  $GOOG | Alphabet Inc. | $1.1M | 0.1% | -8% | 80.2 |
| 116 | — | ISHARES TR - SP SMCP600VL ETF | $1.1M | 0.1% | +0% | — |
| 117 |  $MRK | Merck & Co., Inc. | $1.1M | 0.1% | -7% | 70.9 |
| 118 | — | SPDR SERIES TRUST - ST STR SP BIOT | $1.1M | 0.1% | -3% | — |
| 119 | — | ISHARES TR - TIPS BD ETF | $1.0M | 0.1% | +0% | — |
| 120 | — | ISHARES TR - MSCI USA SMCP MN | $1.0M | 0.1% | +0% | — |
| 121 |  $ADI | ANALOG DEVICES INC | $1.0M | 0.1% | -2% | 76.2 |
| 122 | — | ISHARES TR - MSCI EMG MKT ETF | $1.0M | 0.1% | -7% | — |
| 123 |  $ABBV | AbbVie Inc. | $982,892 | 0.1% | -17% | 59.3 |
| 124 | — | ISHARES TR - US AER DEF ETF | $962,755 | 0.1% | -9% | — |
| 125 | $IVZ | Invesco Ltd. | $956,148 | 0.1% | +0% | — |
| 126 | — | ISHARES TR - 0-5 YR TIPS ETF | $942,018 | 0.1% | -2% | — |
| 127 | — | ISHARES TR - CORE MSCI EURO | $933,879 | 0.1% | +0% | — |
| 128 |  $CSX | CSX CORP | $917,234 | 0.1% | -1% | 66.4 |
| 129 | — | ISHARES TR - PFD AND INCM SEC | $895,034 | 0.1% | +1% | — |
| 130 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | $885,246 | 0.1% | +0% | — |
| 131 |  $PG | PROCTER & GAMBLE Co | $879,718 | 0.1% | -10% | 72.9 |
| 132 |  $KO | COCA COLA CO | $858,683 | 0.1% | +0% | 74 |
| 133 | — | ISHARES TR - IBONDS 27 ETF | $855,354 | 0.1% | -3% | — |
| 134 | — | ISHARES TR - SHRT NAT MUN ETF | $817,690 | 0.1% | +1% | — |
| 135 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $811,978 | 0.1% | +0% | — |
| 136 | — | ISHARES TR - MSCI EAFE MIN VL | $768,629 | 0.0% | -3% | — |
| 137 |  $MCO | MOODYS CORP /DE/ | $764,982 | 0.0% | +0% | 81.3 |
| 138 |  $DJP | BARCLAYS BANK PLC | $759,025 | 0.0% | -1% | — |
| 139 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $725,974 | 0.0% | +0% | — |
| 140 | — | ISHARES TR - IBONDS DEC2026 | $701,435 | 0.0% | -2% | — |
| 141 |  $PEP | PEPSICO INC | $698,800 | 0.0% | +0% | 62.7 |
| 142 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $690,643 | 0.0% | -4% | — |
| 143 | — | ISHARES TR - RUS 2000 VAL ETF | $681,739 | 0.0% | +0% | — |
| 144 |  $AVGO | Broadcom Inc. | $677,684 | 0.0% | +0% | 86.4 |
| 145 | — | ISHARES TR - IBOXX INV CP ETF | $676,344 | 0.0% | +0% | — |
| 146 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $654,525 | 0.0% | +1% | — |
| 147 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $646,474 | 0.0% | +0% | — |
| 148 |  $GLD | SPDR GOLD TRUST | $644,665 | 0.0% | -12% | — |
| 149 |  $RTX | RTX Corp | $640,908 | 0.0% | -6% | 70 |
| 150 | — | ISHARES TR - GLB INFRASTR ETF | $640,691 | 0.0% | -4% | — |
| 151 |  $PM | Philip Morris International Inc. | $638,432 | 0.0% | +0% | 80.5 |
| 152 |  $MSTR | Strategy Inc | $631,460 | 0.0% | -50% | 25.4 |
| 153 |  $UCB | UNITED COMMUNITY BANKS INC | $626,638 | 0.0% | +0% | 64.8 |
| 154 | — | ISHARES TR - US HLTHCARE ETF | $624,238 | 0.0% | -1% | — |
| 155 |  $CRS | CARPENTER TECHNOLOGY CORP | $616,840 | 0.0% | +0% | 69.9 |
| 156 | — | ISHARES INC - MSCI EMERG MRKT | $614,581 | 0.0% | -1% | — |
| 157 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $592,797 | 0.0% | -25% | 66.4 |
| 158 | — | ISHARES TR - US CONSM STAPLES | $578,305 | 0.0% | +15% | — |
| 159 | — | ISHARES TR - 0-5YR HI YL CP | $567,319 | 0.0% | +4% | — |
| 160 | — | ETF SER SOLUTIONS - US GLB JETS | $563,054 | 0.0% | -6% | — |
| 161 |  $COST | COSTCO WHOLESALE CORP /NEW | $543,886 | 0.0% | -35% | 67 |
| 162 | — | ISHARES TR - FUTU EXPO TE ETF | $543,474 | 0.0% | -0% | — |
| 163 |  $INTC | INTEL CORP | $541,486 | 0.0% | NEW | 41.5 |
| 164 |  $SQM | CHEMICAL & MINING CO OF CHILE INC | $538,641 | 0.0% | +0% | — |
| 165 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $533,528 | 0.0% | NEW | — |
| 166 |  $RY | ROYAL BANK OF CANADA | $517,632 | 0.0% | -1% | — |
| 167 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $496,168 | 0.0% | +0% | — |
| 168 | — | ISHARES TR - US CONSUM DISCRE | $490,818 | 0.0% | +0% | — |
| 169 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $473,252 | 0.0% | +0% | — |
| 170 | — | ISHARES TR - RUS 1000 GRW ETF | $464,893 | 0.0% | +300% | — |
| 171 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $461,511 | 0.0% | +0% | — |
| 172 |  $EQT | EQT Corp | $457,209 | 0.0% | +0% | 83.3 |
| 173 |  $TFC | TRUIST FINANCIAL CORP | $450,971 | 0.0% | +0% | — |
| 174 | — | ISHARES TR - RUS 2000 GRW ETF | $443,205 | 0.0% | +0% | — |
| 175 | — | ISHARES TR - GLOB HLTHCRE ETF | $428,140 | 0.0% | -0% | — |
| 176 | — | ISHARES TR - U.S. BAS MTL ETF | $427,820 | 0.0% | +0% | — |
| 177 | — | ISHARES TR - IBOXX HI YD ETF | $426,161 | 0.0% | +0% | — |
| 178 |  $VZ | VERIZON COMMUNICATIONS INC | $417,177 | 0.0% | -0% | 71.6 |
| 179 |  $STX | Seagate Technology Holdings plc | $410,125 | 0.0% | NEW | — |
| 180 |  $SO | SOUTHERN CO | $407,928 | 0.0% | +0% | 65.1 |
| 181 |  $V | VISA INC. | $407,248 | 0.0% | -1% | 83.5 |
| 182 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $406,686 | 0.0% | -6% | — |
| 183 |  $AZN | ASTRAZENECA PLC | $405,408 | 0.0% | +0% | — |
| 184 | — | ISHARES TR - RUS MDCP VAL ETF | $397,674 | 0.0% | +0% | — |
| 185 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $395,711 | 0.0% | -18% | — |
| 186 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $395,491 | 0.0% | +9% | — |
| 187 | — | ISHARES TR - US INDUSTRIALS | $394,961 | 0.0% | +0% | — |
| 188 | — | ISHARES TR - ESG AWR MSCI USA | $391,413 | 0.0% | +2% | — |
| 189 |  $DUK | Duke Energy CORP | $383,032 | 0.0% | +0% | 64 |
| 190 |  $IBIT | iShares Bitcoin Trust ETF | $374,746 | 0.0% | -2% | — |
| 191 |  $ADM | Archer-Daniels-Midland Co | $366,562 | 0.0% | +0% | 49.4 |
| 192 |  $MU | MICRON TECHNOLOGY INC | $357,830 | 0.0% | NEW | 88.4 |
| 193 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $356,578 | 0.0% | +0% | — |
| 194 | — | ISHARES TR - IBDS DEC28 ETF | $345,749 | 0.0% | -3% | — |
| 195 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $341,199 | 0.0% | +0% | — |
| 196 | — | ISHARES TR - S&P MC 400VL ETF | $331,622 | 0.0% | +0% | — |
| 197 |  $TJX | TJX COMPANIES INC /DE/ | $330,450 | 0.0% | +0% | 70.7 |
| 198 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $326,022 | 0.0% | +0% | — |
| 199 | — | ISHARES TR - INDIA 50 ETF | $325,615 | 0.0% | +0% | — |
| 200 |  $MPC | Marathon Petroleum Corp | $318,821 | 0.0% | +0% | 50.7 |
| 201 |  $NXPI | NXP Semiconductors N.V. | $315,597 | 0.0% | -1% | — |
| 202 | — | ISHARES INC - MSCI GBL MIN VOL | $308,871 | 0.0% | +0% | — |
| 203 | — | ISHARES TR - ASIA 50 ETF | $299,611 | 0.0% | +0% | — |
| 204 |  $CSCO | CISCO SYSTEMS, INC. | $293,532 | 0.0% | -52% | 72.3 |
| 205 | — | ISHARES TR - US INFRASTRUC | $289,683 | 0.0% | -0% | — |
| 206 | — | ISHARES TR - 3 7 YR TREAS BD | $288,927 | 0.0% | +3% | — |
| 207 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $287,243 | 0.0% | -10% | — |
| 208 |  $UPS | UNITED PARCEL SERVICE INC | $286,254 | 0.0% | -5% | 58.2 |
| 209 | — | ISHARES TR - CORE MSCI TOTAL | $279,449 | 0.0% | +0% | — |
| 210 | — | ISHARES TR - S&P MC 400GR ETF | $279,180 | 0.0% | +0% | — |
| 211 | — | ISHARES TR - RUS 1000 VAL ETF | $277,825 | 0.0% | +0% | — |
| 212 |  $LOW | LOWES COMPANIES INC | $277,648 | 0.0% | -4% | 63.5 |
| 213 |  $ABT | ABBOTT LABORATORIES | $276,924 | 0.0% | -3% | 67 |
| 214 |  $CVX | CHEVRON CORP | $268,200 | 0.0% | -6% | 54.7 |
| 215 |  $T | AT&T INC. | $267,710 | 0.0% | +0% | 71.9 |
| 216 |  $GOOGL | Alphabet Inc. | $267,178 | 0.0% | +0% | 80.2 |
| 217 |  $GE | GENERAL ELECTRIC CO | $262,359 | 0.0% | NEW | 74.8 |
| 218 | $META | Meta Platforms, Inc. | $260,808 | 0.0% | -2% | 80.9 |
| 219 | — | VANGUARD WORLD FD - ESG INTL STK ETF | $256,721 | 0.0% | +1% | — |
| 220 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $254,607 | 0.0% | -18% | 66.7 |
| 221 | — | ISHARES TR - GLB CNS DISC ETF | $251,804 | 0.0% | +0% | — |
| 222 | — | BNY MELLON ETF TRUST - US MDCP CORE EQT | $247,790 | 0.0% | +0% | — |
| 223 |  $BAC | BANK OF AMERICA CORP /DE/ | $247,121 | 0.0% | +0% | 68.4 |
| 224 |  $BMY | BRISTOL MYERS SQUIBB CO | $244,083 | 0.0% | -18% | 70.1 |
| 225 | — | ISHARES TR - GLOBAL MATER ETF | $243,432 | 0.0% | +0% | — |
| 226 |  $XEL | XCEL ENERGY INC | $236,243 | 0.0% | +0% | — |
| 227 | — | ISHARES INC - JP MRGN EM HI BD | $235,939 | 0.0% | -16% | — |
| 228 | — | ISHARES TR - CORE 1 5 YR USD | $234,833 | 0.0% | +0% | — |
| 229 |  $MO | ALTRIA GROUP, INC. | $234,270 | 0.0% | -23% | 72.1 |
| 230 |  $GD | GENERAL DYNAMICS CORP | $228,840 | 0.0% | -4% | 73 |
| 231 |  $HSY | HERSHEY CO | $226,857 | 0.0% | +0% | 59.4 |
| 232 |  $MA | Mastercard Inc | $224,444 | 0.0% | +0% | 81.7 |
| 233 | — | ISHARES TR - ESG AWARE MSCI | $221,896 | 0.0% | NEW | — |
| 234 | — | ISHARES TR - FALN ANGLS USD | $219,255 | 0.0% | -17% | — |
| 235 | — | SPDR INDEX SHS FDS - ST STR NAT ETF | $210,344 | 0.0% | -14% | — |
| 236 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | $210,239 | 0.0% | NEW | — |
| 237 |  $GEV | GE Vernova Inc. | $204,426 | 0.0% | NEW | 70.1 |
| 238 |  $DCI | DONALDSON Co INC | $204,203 | 0.0% | NEW | 64.7 |
| 239 | $IVZ | Invesco Ltd. | $198,806 | 0.0% | +14% | — |
| 240 |  $WEST | Westrock Coffee Co | $97,815 | 0.0% | +0% | 40 |
New Positions (9)
$INTC INTEL CORP$541,486$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$533,528$STX Seagate Technology Holdings plc$410,125$MU MICRON TECHNOLOGY INC$357,830$GE GENERAL ELECTRIC CO$262,359 ISHARES TR - ESG AWARE MSCI$221,896
ISHARES U S ETF TR - SHOR DURA BD ETF$210,239
$GEV GE Vernova Inc.$204,426$DCI DONALDSON Co INC$204,203
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