Golden State Wealth Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1776033
Institutional-grade research for retail investors

13F Reported Value

$914.8M

Holdings

1,609

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Golden State Wealth Management, LLC disclosed 1,609 positions worth $914.8M in its Form 13F-HR for Q1 2026, followed by $SPY and $AAPL. During the quarter the fund opened 46 new positions and exited 106 and a full exit from $CLF. The portfolio is most concentrated in Other (65.6% of disclosed assets). All figures are sourced directly from Golden State Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1776033.

Sector Allocation

OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of Golden State Wealth Management, LLC's 1,609 positions.

Showing top 10 of 1,609 holdings.

Sector Allocation

Other

$599.9M

Technology

$122.3M

Financials

$88.0M

Consumer Discretionary

$33.6M

Industrials

$30.6M

Healthcare

$9.3M

Utilities

$8.3M

Energy

$7.0M

Full Holdings — Golden State Wealth Management, LLC (Q1 2026)

Top 1,000 of 1,609 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1ISHARES CORE$66.2M7.2%+1%
2SPY$SPYSPDR S&P 500 ETF TRUST$46.6M5.1%-9%
3AAPL$AAPLApple Inc.$31.0M3.4%-3%76.1
4ISHARES CORE$25.3M2.8%-3%
5FIRST TRUST$22.7M2.5%+3%
6NVDA$NVDANVIDIA CORP$20.5M2.2%-4%90.2
7GOOG$GOOGAlphabet Inc.$18.9M2.1%+2%80.2
8AMZN$AMZNAMAZON COM INC$18.3M2.0%-1%74.6
9QQQ$QQQINVESCO QQQ TRUST, SERIES 1$18.1M2.0%-6%
10HARBOR LONG$15.4M1.7%+6%
11AMERICAN CENTURY$14.3M1.6%+3%
12PRINCIPAL US$13.5M1.5%+1%
13FIRST TRUST$12.8M1.4%-5%
14STATE STREET$11.8M1.3%-9%
15FIRST TRUST$11.7M1.3%+1%
16ISHARES U S$10.6M1.2%+435%
17FIRST TRUST$10.5M1.1%+5%
18JPMORGAN BETABUILDERS$10.0M1.1%-1%
19SIVR$SIVRabrdn Silver ETF Trust$8.7M0.9%+7842%
20FIRST TRUST$8.7M0.9%-2%
21MSFT$MSFTMICROSOFT CORP$8.1M0.9%-19%83.7
22TSLA$TSLATesla, Inc.$7.9M0.9%-1%50.1
23ISHARES MSCI$7.3M0.8%+4%
24WT$WTWisdomTree, Inc.$6.7M0.7%-38%62.9
25VANGUARD DIVIDEND$5.9M0.7%+2%
26BX$BXBlackstone Inc.$5.8M0.6%+0%68
27RTX$RTXRTX Corp$5.8M0.6%-1%70
28FIRST TRUST$5.8M0.6%+20%
29JPMORGAN US$5.8M0.6%+1%
30AVGO$AVGOBroadcom Inc.$5.7M0.6%+1%86.4
31STATE STREET$5.7M0.6%-37%
32AB ACTIVE$5.5M0.6%-15%
33GLD$GLDSPDR GOLD TRUST$5.4M0.6%-3%
34JANUS HENDERSON$5.3M0.6%-4%
35FIRST TRUST$5.3M0.6%+22%
36META$METAMeta Platforms, Inc.$5.2M0.6%-1%80.9
37STATE STREET$4.8M0.5%-6%
38STATE STREET$4.6M0.5%-37%
39FIRST TRUST$4.5M0.5%+0%
40FIRST TRUST$4.4M0.5%-36%
41ISHARES MSCI$4.4M0.5%+12%
42JPM$JPMJPMORGAN CHASE & CO$4.1M0.5%+8%35.6
43ISHARES INTL$4.1M0.5%-2%
44WT$WTWisdomTree, Inc.$4.1M0.4%-24%62.9
45IVZ$IVZInvesco Ltd.$4.0M0.4%+0%
46COST$COSTCOSTCO WHOLESALE CORP /NEW$4.0M0.4%+4%67
47VANGUARD S&P$3.9M0.4%+1%
48ISHARES 0-3$3.7M0.4%-22%
49ISHARES RUSSELL$3.7M0.4%-8%
50ISHARES S&P$3.6M0.4%-2%
51PACER US$3.6M0.4%-8%
52BRK.B$BRK.BBERKSHIRE HATHAWAY INC$3.4M0.4%-2%64.5
53ISHARES CORE$3.3M0.4%+6%
54GOOGL$GOOGLAlphabet Inc.$3.2M0.3%-7%80.2
55PLTR$PLTRPalantir Technologies Inc.$3.2M0.3%-3%85.8
56ISHARES CORE$3.2M0.3%-0%
57MSTR$MSTRStrategy Inc$3.1M0.3%+5%25.4
58IVZ$IVZInvesco Ltd.$3.1M0.3%+1502%
59JPMORGAN ACTIVE$3.1M0.3%+1599%
60FIRST TRUST$3.1M0.3%-3%
61AVANTIS INTL$3.0M0.3%-1%
62ISHARES RUSSELL$3.0M0.3%-3%
63FIRST TRUST$3.0M0.3%-6%
64WT$WTWisdomTree, Inc.$2.9M0.3%+4647%62.9
65FIRST TRUST$2.9M0.3%-2%
66ISHARES CORE$2.8M0.3%+174%
67JPMORGAN$2.8M0.3%+180%
68FIRST TRUST$2.8M0.3%-0%
69ISHARES S&P$2.8M0.3%+34%
70ISHARES MSCI$2.8M0.3%+32%
71STATE STREET$2.8M0.3%-20%
72FIDELITY TOTAL$2.7M0.3%-7%
73FIRST TRUST$2.7M0.3%+10%
74PIMCO ENHANCED$2.6M0.3%+14%
75FIRST TRUST$2.5M0.3%+18%
76WMT$WMTWalmart Inc.$2.5M0.3%+2%63.2
77STATE STREET$2.5M0.3%-31%
78ISHARES S&P$2.4M0.3%+74%
79FIRST TRUST$2.4M0.3%+208%
80OUNZ$OUNZVanEck Merk Gold ETF$2.3M0.3%+786%
81V$VVISA INC.$2.3M0.3%+1%83.5
82FIRST TRUST$2.3M0.3%+9%
83FIRST TRUST$2.3M0.3%-13%
84FIRST TRUST$2.3M0.3%-2%
85FIDELITY MSCI$2.2M0.2%+4%
86JPMORGAN$2.2M0.2%-20%
87ISHARES MSCI$2.2M0.2%-19%
88STATE STREET$2.2M0.2%+1%
89FIRST TRUST$2.2M0.2%+148%
90GEV$GEVGE Vernova Inc.$2.1M0.2%-3%70.1
91CAT$CATCATERPILLAR INC$2.1M0.2%-4%67.8
92STATE STREET$2.0M0.2%+4%
93JPMORGAN$2.0M0.2%+48%
94HD$HDHOME DEPOT, INC.$2.0M0.2%-14%69.2
95SNDK$SNDKSandisk Corp$2.0M0.2%-15%88.8
96SLV$SLViShares Silver Trust$1.9M0.2%+177%
97NYLI MACKAY$1.9M0.2%+1%
98CEG$CEGConstellation Energy Corp$1.9M0.2%-0%62.5
99CAPITAL GROUP$1.9M0.2%+16%
100IVZ$IVZInvesco Ltd.$1.9M0.2%-10%
101AMD$AMDADVANCED MICRO DEVICES INC$1.9M0.2%+4%78.8
102ISHARES MSCI$1.9M0.2%+82%
103CVX$CVXCHEVRON CORP$1.8M0.2%+1%54.7
104XOM$XOMEXXON MOBIL CORP$1.8M0.2%+1%61.8
105WT$WTWisdomTree, Inc.$1.8M0.2%-23%62.9
106STATE STREET$1.8M0.2%-9%
107PRINCIPAL QUALITY$1.8M0.2%-8%
108FIRST TRUST$1.8M0.2%-28%
109IVZ$IVZInvesco Ltd.$1.7M0.2%-58%
110LMT$LMTLOCKHEED MARTIN CORP$1.7M0.2%+1%65
111JPMORGAN$1.7M0.2%+5%
112STATE STREET$1.7M0.2%-6%
113T ROWE$1.7M0.2%+27%
114TOUCHSTONE DYNAMIC$1.7M0.2%NEW
115ISHARES CORE$1.6M0.2%+9%
116ISHARES SEMICONDUCTOR$1.6M0.2%+309%
117ISHARES U S$1.6M0.2%+420%
118ISHARES A I$1.6M0.2%+213%
119ISHARES S&P$1.6M0.2%+54%
120GAB$GABGABELLI EQUITY TRUST INC$1.6M0.2%+3%
121HORIZON EXPEDITION$1.6M0.2%NEW
122NYLI MACKAY$1.6M0.2%+1%
123BA$BABOEING CO$1.5M0.2%+4%51.8
124AEP$AEPAMERICAN ELECTRIC POWER CO INC$1.5M0.2%+2%75.4
125WT$WTWisdomTree, Inc.$1.5M0.2%+7%62.9
126ISHARES RUSSELL$1.5M0.2%+0%
127VRT$VRTVertiv Holdings Co$1.5M0.2%+17%82.7
128FIRST TRUST$1.5M0.2%+0%
129MDY$MDYSPDR S&P MIDCAP 400 ETF TRUST$1.5M0.2%-1%
130JPMORGAN$1.5M0.2%+7%
131AMAT$AMATAPPLIED MATERIALS INC /DE$1.4M0.1%-5%74.8
132PANW$PANWPalo Alto Networks Inc$1.4M0.1%+8%66.5
133FIRST TRUST$1.3M0.1%-3%
134STATE STREET$1.3M0.1%+6%
135VANGUARD MID$1.3M0.1%+2%
136MU$MUMICRON TECHNOLOGY INC$1.3M0.1%+17%88.4
137VANGUARD TOTAL$1.3M0.1%-4%
138FIRST TRUST$1.3M0.1%-5%
139ISHARES RUSSELL$1.3M0.1%-59%
140NFLX$NFLXNETFLIX INC$1.3M0.1%+2%86.7
141IVZ$IVZInvesco Ltd.$1.3M0.1%-2%
142STATE STREET$1.2M0.1%-1%
143VANGUARD FTSE$1.2M0.1%-2%
144NYLI FTSE$1.2M0.1%-7%
145TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$1.2M0.1%+3%
146VANGUARD GROWTH$1.2M0.1%-8%
147ISHARES CORE$1.2M0.1%+75%
148BAC$BACBANK OF AMERICA CORP /DE/$1.1M0.1%-2%68.4
149JNJ$JNJJOHNSON & JOHNSON$1.1M0.1%-6%72.8
150AXP$AXPAMERICAN EXPRESS CO$1.1M0.1%-14%73.2
151FRANKLIN INTL$1.1M0.1%+0%
152VZ$VZVERIZON COMMUNICATIONS INC$1.1M0.1%-7%71.6
153MCK$MCKMCKESSON CORP$1.1M0.1%+0%63.7
154STATE STREET$1.1M0.1%-21%
155STATE STREET$1.1M0.1%-1%
156IVZ$IVZInvesco Ltd.$1.0M0.1%+9%
157VICTORYSHARES US$1.0M0.1%-1%
158ISHARES RUSSELL$1.0M0.1%-4%
159LLY$LLYELI LILLY & Co$989,2620.1%+12%89.3
160ISHARES MSCI$982,9980.1%+0%
161STATE STREET$967,0000.1%-5%
162AFG$AFGAMERICAN FINANCIAL GROUP INC$957,8250.1%+0%59.9
163STATE STREET$956,0590.1%+0%
164SO$SOSOUTHERN CO$910,1080.1%+0%65.1
165STATE STREET$904,6130.1%-33%
166VANGUARD VALUE$904,2570.1%-15%
167T ROWE$902,9670.1%+279%
168IVZ$IVZInvesco Ltd.$899,5750.1%+1%
169ROK$ROKROCKWELL AUTOMATION, INC$897,5590.1%+0%68.2
170FRANKLIN DYNAMIC$894,9010.1%+1%
171FIRST TRUST$893,4890.1%-6%
172ISHARES 10-20YR$886,3250.1%+488%
173GS$GSGOLDMAN SACHS GROUP INC$882,3220.1%-39%
174FIDELITY SMALL$877,8140.1%-62%
175ETN$ETNEaton Corp plc$876,7320.1%-1%
176STATE STREET$866,6890.1%-6%
177VANGUARD SMALL$858,9180.1%-2%
178GLOBAL X$854,5300.1%-7%
179ISHARES MSCI$847,8520.1%+20%
180IAU$IAUISHARES GOLD TRUST$828,5270.1%+38%
181PG$PGPROCTER & GAMBLE Co$826,8440.1%+3%72.9
182HCXY$HCXYHercules Capital, Inc.$815,8840.1%-13%
183MRK$MRKMerck & Co., Inc.$808,9540.1%-6%70.9
184IVZ$IVZInvesco Ltd.$808,0740.1%+0%
185STATE STREET$805,0990.1%-12%
186FIRST TRUST$803,0380.1%+0%
187NOC$NOCNORTHROP GRUMMAN CORP /DE/$796,8330.1%+3%60.5
188FIRST TRUST$796,6340.1%+525%
189MCD$MCDMCDONALDS CORP$788,8900.1%-10%73.9
190PIMCO SHORT$787,4550.1%+0%
191FRANKLIN CLEARBRIDGE$784,2510.1%+1%
192HLT$HLTHilton Worldwide Holdings Inc.$780,7760.1%+2%73.1
193FIRST TRUST$772,9430.1%-14%
194PIMCO EHNANCED$761,2800.1%-4%
195FIDELITY COVINGTON$756,7320.1%+196%
196ISHARES MSCI$756,6220.1%+8%
197DUK$DUKDuke Energy CORP$753,3320.1%-9%64
198ISHARES ESG$752,9370.1%+0%
199FIRST TRUST$749,3650.1%-16%
200FIDELITY STOCKS$742,6920.1%-62%
201ISHARES CORE$734,6910.1%-1%
202VANGUARD FSTE$731,5470.1%+1%
203ARM$ARMARM HOLDINGS PLC /UK$727,6560.1%+10%
204FIDELITY HIGH$727,0740.1%-61%
205ISRG$ISRGINTUITIVE SURGICAL INC$722,9870.1%+2%81.4
206TMO$TMOTHERMO FISHER SCIENTIFIC INC.$722,3490.1%+0%63.7
207STATE STREET$717,4500.1%-15%
208HORIZON DIGITAL$711,9160.1%NEW
209APO$APOApollo Global Management, Inc.$709,6510.1%+2%55.7
210FIDELITY ENHANCED$696,7250.1%+209%
211SCHWAB US$679,9280.1%+7%
212TXRH$TXRHTexas Roadhouse, Inc.$675,4230.1%+5%68
213STATE STREET$661,5860.1%-12%
214DELL$DELLDell Technologies Inc.$660,7890.1%-8%76
215NEE$NEENEXTERA ENERGY INC$659,7440.1%-1%71.7
216IVZ$IVZInvesco Ltd.$640,9020.1%-18%
217AMGN$AMGNAMGEN INC$636,1450.1%-1%79.5
218DIS$DISWalt Disney Co$611,3400.1%-14%68.9
219ISHARES CORE$608,0720.1%-1%
220BWXT$BWXTBWX Technologies, Inc.$604,2710.1%-9%68
221NKE$NKENIKE, Inc.$601,0410.1%+101%53.4
222LRCX$LRCXLAM RESEARCH CORP$593,1130.1%-3%82.4
223ABBV$ABBVAbbVie Inc.$589,5310.1%+9%59.3
224JPMORGAN HEDGED$589,0200.1%+6%
225ISHARES CORE$586,8260.1%+682%
226IVZ$IVZInvesco Ltd.$585,0520.1%-16%
227GVA$GVAGRANITE CONSTRUCTION INC$585,0140.1%-6%56.9
228ANET$ANETArista Networks, Inc.$582,8380.1%-6%86
229ISHARES CORE$577,6270.1%-16%
230GE$GEGENERAL ELECTRIC CO$576,1360.1%-10%74.8
231ISHARES RUSSELL$575,3050.1%-14%
232CRWD$CRWDCrowdStrike Holdings, Inc.$568,8280.1%+47%55
233HARTFORD TOTAL$567,1880.1%-62%
234CLEARBRIDGE LARGE$565,3540.1%-7%
235VANGUARD RUSSELL$563,3460.1%+1%
236DOV$DOVDOVER Corp$560,1680.1%-2%63.1
237PEG$PEGPUBLIC SERVICE ENTERPRISE GROUP INC$556,1260.1%+0%74.6
238LIN$LINLINDE PLC$550,9090.1%-5%
239QCOM$QCOMQUALCOMM INC/DE$548,6250.1%-0%81.9
240NUE$NUENUCOR CORP$533,4860.1%+4%58.9
241LOW$LOWLOWES COMPANIES INC$532,7670.1%-1%63.5
242WMB$WMBWILLIAMS COMPANIES, INC.$530,5950.1%+12%72.8
243ISHARES ESG$527,1900.1%-1%
244CMI$CMICUMMINS INC$526,4730.1%+0%58.9
245STATE STREET$505,5840.1%-63%
246ISHARES MSCI$499,8080.1%-6%
247IVZ$IVZInvesco Ltd.$499,5510.1%-58%
248UNP$UNPUNION PACIFIC CORP$496,7620.1%-7%74
249INNOVATOR EQUITY$486,4790.1%+12%
250TER$TERTERADYNE, INC$486,0010.1%+0%74.6
251IVZ$IVZInvesco Ltd.$485,2740.1%-8%
252F/M U S$484,4390.1%-2%
253VANGUARD HIGH$474,8600.1%-21%
254O$OREALTY INCOME CORP$474,5650.1%+1%74.6
255AXON$AXONAXON ENTERPRISE, INC.$473,1050.1%-4%55.6
256NUVEEN ESG$466,6360.1%-5%
257UNH$UNHUNITEDHEALTH GROUP INC$464,9910.1%+8%66.8
258MS$MSMORGAN STANLEY$464,3570.1%-4%
259ISHARES 1-5$462,9460.1%-18%
260STATE STREET$462,1350.1%+47%
261FIRST TRUST$460,7600.1%+3%
262SPDR SERIES TRUST$460,2950.1%+1%
263ISHARES RUSSELL$459,3070.1%-2%
264ISHARES ESG$456,1520.1%+5%
265ISHARES ESG$453,9700.1%+0%
266AON$AONAon plc$452,2860.1%+27%
267ORCL$ORCLORACLE CORP$448,5960.1%+7%67.2
268IVZ$IVZInvesco Ltd.$445,8710.1%-22%
269TJX$TJXTJX COMPANIES INC /DE/$444,0790.1%-2%70.7
270WT$WTWisdomTree, Inc.$442,2420.1%+0%62.9
271STATE STREET$436,9130.1%-13%
272STATE STREET$436,5920.1%-24%
273ISHARES TECHNOLOGY$435,5050.1%-9%
274VANGUARD INTERMEDIATE$434,2400.1%-6%
275PEP$PEPPEPSICO INC$432,3100.1%-7%62.7
276AHR$AHRAmerican Healthcare REIT, Inc.$431,2930.1%-7%63.7
277IVZ$IVZInvesco Ltd.$427,5560.1%-15%
278FRANKLIN SHORT$426,4750.1%+1%
279VANECK GREEN$422,5900.1%+2%
280ISHARES CORE$420,6460.1%-12%
281PGIM AAA$418,1620.1%-5%
282KO$KOCOCA COLA CO$416,7800.1%+8%74
283PM$PMPhilip Morris International Inc.$415,8430.1%+7%80.5
284GLOBAL X$415,7590.1%+699%
285KNF$KNFKnife River Corp$415,0320.1%+1%45.8
286FIRST TRUST$414,4660.1%-6%
287ISHARES LOW$414,3620.1%-2%
288ISHARES U S$411,5780.0%+379%
289HON$HONHONEYWELL INTERNATIONAL INC$408,9340.0%-3%65.7
290FIRST TRUST$404,8770.0%-7%
291JANUS HENDERSON$403,8660.0%+16%
292VANGUARD TOTAL$399,4100.0%+1%
293SCHWAB INTL$398,4810.0%+4%
294TIC$TICTIC Solutions, Inc.$394,2670.0%+0%45.7
295NYLI CANDRIAM$393,2030.0%+0%
296DE$DEDEERE & CO$381,8690.0%+12%57.4
297BDX$BDXBECTON DICKINSON & CO$378,9540.0%+10%50.7
298FIRST TRUST$367,4070.0%+0%
299ISHARES 1-3YR$365,6540.0%+5%
300KMB$KMBKIMBERLY CLARK CORP$365,2780.0%+143%61.7
301COP$COPCONOCOPHILLIPS$361,1530.0%-19%74.8
302VMC$VMCVulcan Materials CO$354,8270.0%+6%66.6
303WFC$WFCWELLS FARGO & COMPANY/MN$354,6120.0%-6%
304IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$353,7010.0%-5%66.7
305GLW$GLWCORNING INC /NY$344,8220.0%+263%72.7
306VANGUARD FTSE$343,8970.0%+0%
307SCHWAB EMERGING$343,2070.0%-0%
308MA$MAMastercard Inc$342,3090.0%+0%81.7
309WDC$WDCWESTERN DIGITAL CORP$335,7820.0%+0%76.8
310ASTS$ASTSAST SpaceMobile, Inc.$332,5570.0%+89%29.6
311VANGUARD TOTAL$332,4020.0%+0%
312HARTFORD MULTIFACTOR$329,7150.0%+0%
313MO$MOALTRIA GROUP, INC.$329,6650.0%-1%72.1
314DOV$DOVDOVER Corp$329,6020.0%+28%63.1
315COF$COFCAPITAL ONE FINANCIAL CORP$325,6920.0%+23%71
316PGIM ULTRA$324,1010.0%-55%
317PWR$PWRQUANTA SERVICES, INC.$318,4820.0%+7%62.6
318SCHWAB US$318,1290.0%-0%
319JPMORGAN ACTIVE$313,9880.0%+170%
320SRE$SRESEMPRA$312,9720.0%+4%47.6
321ISHARES IBOXX$310,1680.0%+1%
322UPS$UPSUNITED PARCEL SERVICE INC$305,7620.0%+19%58.2
323ENB$ENBENBRIDGE INC$300,0870.0%-15%
324AMERICAN CENTURY$299,7880.0%-62%
325SBUX$SBUXSTARBUCKS CORP$298,5490.0%-1%54.6
326ISHARES FLEXIBLE$297,8740.0%+42%
327IBIT$IBITiShares Bitcoin Trust ETF$296,5260.0%-16%
328XTRACKERS MSCI$294,7870.0%+0%
329IVZ$IVZInvesco Ltd.$292,0080.0%+223%
330CSCO$CSCOCISCO SYSTEMS, INC.$288,9490.0%-24%72.3
331PFE$PFEPFIZER INC$286,8040.0%-26%69
332ISHARES SELECT$285,8630.0%+8%
333ISHARES 20$284,8340.0%-1%
334SCHWAB US$283,7380.0%-0%
335VANGUARD MID$281,9750.0%-5%
336GLOBAL X$281,7360.0%-1%
337ISHARES GLOBAL$280,9870.0%-62%
338ULTA$ULTAUlta Beauty, Inc.$280,6940.0%+0%66.6
339VANGUARD MATERIALS$273,4100.0%-3%
340STATE STREET$272,2430.0%-62%
341IVZ$IVZInvesco Ltd.$271,0460.0%-30%
342ASML$ASMLASML HOLDING NV$267,0120.0%+74%
343STT$STTSTATE STREET CORP$265,2690.0%-62%61.5
344ISHARES MBS$264,1420.0%+35%
345LITE$LITELumentum Holdings Inc.$261,4280.0%+40%63.4
346ISHARES AEROSPACE$261,2520.0%+143%
347MAR$MARMARRIOTT INTERNATIONAL INC /MD/$261,1880.0%+0%65.9
348GS$GSGOLDMAN SACHS GROUP INC$258,6030.0%+0%
349BLACKROCK ISHARES$258,5670.0%+4%
350NUSHARES ETF TR$257,6720.0%+0%
351PROSHARES S&P$256,8620.0%+0%
352EIX$EIXEDISON INTERNATIONAL$256,0760.0%+804%70.7
353WM$WMWASTE MANAGEMENT INC$254,4900.0%+8%70.7
354MDT$MDTMedtronic plc$251,5610.0%+219%
355VANGUARD SMALL$250,1330.0%-11%
356VANGUARD SMALL$250,0240.0%-9%
357FIRST TRUST$249,6200.0%+0%
358YMM$YMMFull Truck Alliance Co. Ltd.$244,7420.0%+1%
359VLO$VLOVALERO ENERGY CORP/TX$244,4440.0%+238%51.4
360SCHWAB US$244,1400.0%-1%
361FCX$FCXFREEPORT-MCMORAN INC$243,0460.0%+7%73.1
362FIRST TRUST$240,7220.0%-55%
363DRI$DRIDARDEN RESTAURANTS INC$238,0560.0%+8%68.6
364C$CCITIGROUP INC$237,1380.0%+3%54.8
365ISHARES CURRENCY$236,4470.0%-24%
366ISHARES CORE$236,2380.0%+0%
367ISHARES ESG$234,2060.0%+6%
368VICTORYSHARES US$231,7020.0%-3%
369MKL$MKLMARKEL GROUP INC.$229,6880.0%+0%68.2
370NDSN$NDSNNORDSON CORP$228,0130.0%+0%67.8
371BLK$BLKBlackRock, Inc.$227,2420.0%-1%70.3
372ABT$ABTABBOTT LABORATORIES$225,0280.0%+0%67
373APH$APHAMPHENOL CORP /DE/$219,0370.0%+9%80.5
374LHX$LHXL3HARRIS TECHNOLOGIES, INC. /DE/$213,6970.0%+12%66.5
375JCI$JCIJohnson Controls International plc$212,9430.0%+0%
376VANGUARD LARGE$209,6150.0%-11%
377TXN$TXNTEXAS INSTRUMENTS INC$207,7050.0%+21%70.4
378VANECK GOLD$207,2970.0%-3%
379T$TAT&T INC.$206,8530.0%+8%71.9
380JANUS DETROIT$206,5870.0%-12%
381STATE STREET$206,5160.0%+7%
382TEL$TELTE Connectivity plc$203,2160.0%+9%
383ITW$ITWILLINOIS TOOL WORKS INC$202,4230.0%+0%71.2
384AVAV$AVAVAeroVironment Inc$200,9890.0%+66%42.1
385BN$BNBROOKFIELD Corp /ON/$200,9280.0%+0%
386ARK INNOVATION$200,6780.0%-19%
387MMM$MMM3M CO$200,5660.0%-9%60.7
388BFLY$BFLYButterfly Network, Inc.$193,9200.0%+0%29.5
389COLB$COLBCOLUMBIA BANKING SYSTEM, INC.$192,5040.0%+0%33
390TMUS$TMUST-Mobile US, Inc.$189,5330.0%-6%72.7
391FIRST TRUST$188,6370.0%+0%
392INTU$INTUINTUIT INC.$188,4030.0%+25%82
393ISHARES CONV$188,2150.0%+34%
394BMY$BMYBRISTOL MYERS SQUIBB CO$184,1550.0%+0%70.1
395DIMENSIONAL US$183,9760.0%-54%
396AZN$AZNASTRAZENECA PLC$183,6110.0%-37%
397VANECK OIL$182,0530.0%-4%
398JANUS DETROIT$177,7680.0%-28%
399TCBK$TCBKTRICO BANCSHARES /$177,5850.0%+1%57.8
400CRM$CRMSalesforce, Inc.$177,2530.0%+0%75.2
401EW$EWEdwards Lifesciences Corp$176,8970.0%+0%67.6
402AMPLIFY CEF$175,9340.0%+0%
403VANGUARD HEALTH$175,9260.0%-12%
404VANECK SEMICONDUCTOR$170,9970.0%+19%
405GILD$GILDGILEAD SCIENCES, INC.$169,3940.0%+2%77.8
406IVZ$IVZInvesco Ltd.$165,0090.0%-32%
407FIRST TRUST$163,7420.0%-50%
408KKR$KKRKKR & Co. Inc.$163,7250.0%-52%49.8
409CB$CBChubb Ltd$161,9570.0%-2%
410NEM$NEMNEWMONT Corp /DE/$161,4030.0%+110%88.3
411ED$EDCONSOLIDATED EDISON INC$158,0690.0%+56%71.6
412ISHARES RUSSELL$157,8560.0%+268%
413FIRST TRUST$157,4850.0%-92%
414LPLA$LPLALPL Financial Holdings Inc.$156,1300.0%+0%61.8
415ISHARES INTEREST$155,9650.0%-62%
416CCL$CCLCarnival Corp Ltd.$155,1520.0%+33%
417VIK$VIKViking Holdings Ltd$153,2060.0%+1%
418MDLZ$MDLZMondelez International, Inc.$151,1320.0%-5%53.9
419GEHC$GEHCGE HealthCare Technologies Inc.$151,0510.0%+0%58.2
420AER$AERAerCap Holdings N.V.$149,8480.0%+0%
421BKNG$BKNGBooking Holdings Inc.$149,7230.0%+0%55.3
422CSX$CSXCSX CORP$149,5180.0%+0%66.4
423CCZ$CCZCOMCAST CORP$149,3720.0%+29%70.4
424BITMINE IMMERSION$148,7060.0%-9%
425INTC$INTCINTEL CORP$148,2630.0%-21%41.5
426HSY$HSYHERSHEY CO$148,1800.0%-21%59.4
427ISHARES MSCI$148,0110.0%-3%
428STATE STREET$146,9740.0%-3%
429NLY$NLYANNALY CAPITAL MANAGEMENT INC$146,0830.0%+28%
430ISHARES ESG$145,4370.0%-2%
431ISHARES CORE$144,1950.0%+6%
432EPD$EPDENTERPRISE PRODUCTS PARTNERS L.P.$144,1250.0%-46%66.4
433WPM$WPMWheaton Precious Metals Corp.$144,1110.0%+0%
434STATE STREET$143,6560.0%+18%
435ISHARES INTERMEDIATE$143,4130.0%NEW
436EA$EAELECTRONIC ARTS INC.$141,6900.0%+0%71.1
437TGT$TGTTARGET CORP$140,9930.0%+39%53.1
438B$BBARRICK MINING CORP$140,3640.0%+139%
439CRWV$CRWVCoreWeave, Inc.$139,8350.0%+140%46.5
440ISHARES SYSTEMATIC$138,2170.0%NEW
441MPC$MPCMarathon Petroleum Corp$137,2530.0%-3%50.7
442EQT$EQTEQT Corp$136,3170.0%-1%83.3
443XEL$XELXCEL ENERGY INC$136,2400.0%-6%
444HUBB$HUBBHUBBELL INC$134,9560.0%+0%68.7
445RDDT$RDDTReddit, Inc.$134,6500.0%-46%79.3
446PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$134,3920.0%+15%70.9
447ISHARES CORE$134,3700.0%-12%
448CICB$CICBCION Investment Corp$134,3270.0%+2%
449ISHARES RUSSELL$134,1880.0%+5%
450SIMPLIFY HEDGED$133,6800.0%-39%
451AWK$AWKAmerican Water Works Company, Inc.$132,9420.0%-13%61.7
452STATE STREET$132,8530.0%+0%
453DIMENSIONAL WORLD$131,9180.0%-17%
454TRV$TRVTRAVELERS COMPANIES, INC.$131,8460.0%+13%71.5
455WELL$WELLWELLTOWER INC.$131,3270.0%+0%75.7
456SHOP$SHOPSHOPIFY INC.$131,1930.0%+0%
457ISHARES EXPANDED$130,4030.0%+1317%
458STATE STREET$129,5300.0%-17%
459ISHARES U S$129,4230.0%+14%
460GLOBAL X$129,1530.0%+0%
461UTF$UTFCOHEN & STEERS INFRASTRUCTURE FUND INC$129,1230.0%+1%
462PSX$PSXPhillips 66$128,8850.0%-32%47.6
463ISHARES 7-10YR$128,6040.0%-2%
464FIRST TRUST$128,3360.0%-84%
465FDX$FDXFEDEX CORP$128,2990.0%+0%60.3
466FSCO$FSCOFS Credit Opportunities Corp.$127,8860.0%-56%
467AMT$AMTAMERICAN TOWER CORP /MA/$127,6880.0%-1%69.8
468ISHARES BIOTECHNOLOGY$125,9670.0%-2%
469KMI$KMIKINDER MORGAN, INC.$125,6610.0%+14%74.6
470GNRC$GNRCGENERAC HOLDINGS INC.$125,0110.0%+0%58.2
471FIRST TRUST$124,6320.0%-12%
472UBER$UBERUber Technologies, Inc$124,5140.0%-1%79.3
473RCL$RCLROYAL CARIBBEAN CRUISES LTD$124,3870.0%-3%
474MUFG$MUFGMITSUBISHI UFJ FINANCIAL GROUP INC$124,1520.0%+0%
475ISHARES GLOBAL$122,8760.0%+0%
476UBS$UBSUBS Group AG$122,8360.0%+0%
477GS$GSGOLDMAN SACHS GROUP INC$122,1810.0%NEW
478GM$GMGeneral Motors Co$120,3740.0%+269%58.7
479PACER TRENDPILOT$120,3070.0%-14%
480SIMPLIFY TREASURY$120,0540.0%+1%
481ISHARES MSCI$119,6610.0%-17%
482U S GLOBAL$118,3110.0%+43%
483SSRM$SSRMSSR MINING INC.$117,7170.0%+368%61.9
484URI$URIUNITED RENTALS, INC.$117,3010.0%+0%70.7
485MET$METMETLIFE INC$116,1060.0%+25%73.9
486PH$PHParker-Hannifin Corp$115,4950.0%+0%73.8
487LNG$LNGCheniere Energy, Inc.$114,0720.0%+0%48.4
488ALPS OSHARE$113,2290.0%+0%
489FSK$FSKFS KKR Capital Corp$112,8560.0%+0%
490SMR$SMRNUSCALE POWER Corp$112,7250.0%+316%26.6
491PLD$PLDPrologis, Inc.$112,6520.0%+0%67.5
492CVS$CVSCVS HEALTH Corp$112,2550.0%+20%51.3
493MFC$MFCMANULIFE FINANCIAL CORP$110,5520.0%+177%
494VANGUARD ULTRA$110,5090.0%+0%
495WPC$WPCW. P. Carey Inc.$110,2510.0%-1%62.1
496ISHARES INC$109,9130.0%-32%
497ADBE$ADBEADOBE INC.$109,8690.0%-7%80.4
498NVS$NVSNOVARTIS AG$109,5230.0%+1%
499AB$ABALLIANCEBERNSTEIN HOLDING L.P.$108,2340.0%+11%
500TTMI$TTMITTM TECHNOLOGIES INC$108,0390.0%+499%59
501FLY$FLYFirefly Aerospace Inc.$107,9030.0%NEW46
502AIG$AIGAMERICAN INTERNATIONAL GROUP, INC.$107,0160.0%-2%59.5
503DSL$DSLDoubleLine Income Solutions Fund$106,9770.0%-64%
504PSA$PSAPublic Storage$106,9510.0%-12%73.9
505SCHWAB US$105,7570.0%+24%
506MRVL$MRVLMarvell Technology, Inc.$105,6420.0%-22%77.3
507ALERIAN MLP$105,4330.0%-4%
508CLS$CLSCELESTICA INC$105,3490.0%+128%69
509WFC$WFCWELLS FARGO & COMPANY/MN$105,1050.0%+0%
510CTVA$CTVACorteva, Inc.$104,8330.0%+0%48.4
511TTE$TTETotalEnergies SE$104,7470.0%-4%
512HOOD$HOODRobinhood Markets, Inc.$104,7130.0%+147%75.8
513ARK NEXT$104,6900.0%+0%
514USB$USBUS BANCORP DE$104,4830.0%-10%71.4
515TIGO$TIGOMILLICOM INTERNATIONAL CELLULAR SA$104,0170.0%+571%
516IVZ$IVZInvesco Ltd.$103,5880.0%+0%
517INVESCO EXCHANGE$103,2020.0%-32%
518INNOVATOR NASDAQ$101,6340.0%+0%
519VRTX$VRTXVERTEX PHARMACEUTICALS INC / MA$101,3650.0%-9%76.6
520BUD$BUDAnheuser-Busch InBev SA/NV$101,1900.0%+0%
521FIRST TRUST$101,0800.0%+0%
522NTRA$NTRANatera, Inc.$99,9950.0%+0%46.4
523ISHARES CALIFORNIA$99,8050.0%-72%
524GS$GSGOLDMAN SACHS GROUP INC$99,6770.0%+28%
525VICTORYSHARES FREE$98,7000.0%+0%
526HAL$HALHALLIBURTON CO$97,6700.0%+0%50.9
527ADI$ADIANALOG DEVICES INC$96,9890.0%+0%76.2
528HLN$HLNHaleon plc$96,5830.0%+33%
529WT$WTWisdomTree, Inc.$96,5160.0%-30%62.9
530FCNCA$FCNCAFIRST CITIZENS BANCSHARES INC /DE/$96,3210.0%+0%54.8
531SHEL$SHELShell plc$94,9610.0%-5%
532NOK$NOKNOKIA CORP$94,9010.0%-21%
533ISHARES NATIONAL$93,7720.0%-69%
534CAPITAL GROUP$93,6470.0%+1%
535GLOBAL X$93,5150.0%-9%
536PGR$PGRPROGRESSIVE CORP/OH/$93,2530.0%+7%83.6
537FIRST TRUST$93,1300.0%+0%
538CL$CLCOLGATE PALMOLIVE CO$93,0670.0%+0%72.4
539EMR$EMREMERSON ELECTRIC CO$92,7800.0%+45%65.9
540ISHARES TRUST$92,3240.0%+0%
541ACN$ACNAccenture plc$92,2040.0%-17%
542PFGC$PFGCPerformance Food Group Co$92,0850.0%+106%53.1
543ISHARES MSCI$91,5450.0%+353%
544EZPW$EZPWEZCORP INC$91,2410.0%+5698%65.7
545TFC$TFCTRUIST FINANCIAL CORP$90,7110.0%+1%
546MSCI$MSCIMSCI Inc.$90,6340.0%+0%77.6
547EXPE$EXPEExpedia Group, Inc.$89,9910.0%+0%65.7
548VANGUARD ESG$89,7030.0%NEW
549FN$FNFabrinet$89,7020.0%+3340%72.4
550GOLDMAN SACHS$88,3450.0%+0%
551ADP$ADPAUTOMATIC DATA PROCESSING INC$88,0030.0%-3%77.9
552USA$USALIBERTY ALL STAR EQUITY FUND$87,4790.0%+6%
553MTB$MTBM&T BANK CORP$87,4430.0%+161%64.1
554MSIF$MSIFMSC INCOME FUND, INC.$87,2250.0%+70%
555DFP$DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Inc$85,9650.0%+2%
556LDOS$LDOSLeidos Holdings, Inc.$85,3800.0%+3%73.4
557TCW TR$85,0570.0%+0%
558GLOBAL X$84,2180.0%-33%
559ARCC$ARCCARES CAPITAL CORP$83,4330.0%+0%
560ISHARES RUSS$83,3930.0%+0%
561ISHARES MSCI$83,3760.0%+0%
562FIRST TRUST$82,9300.0%+0%
563WT$WTWisdomTree, Inc.$82,1180.0%-97%62.9
564NOTV$NOTVInotiv, Inc.$81,6600.0%-30%29.3
565CCJ$CCJCAMECO CORP$81,4760.0%+0%
566GRAB$GRABGrab Holdings Ltd$80,5200.0%+0%
567VANECK JR$79,8270.0%+0%
568STT$STTSTATE STREET CORP$79,7170.0%-63%61.5
569PFLA$PFLAPennantPark Floating Rate Capital Ltd.$79,2100.0%+1%
570PIMCO ACTIVE$79,1390.0%+52%
571CDE$CDECoeur Mining, Inc.$78,4960.0%+532%78.1
572JD$JDJD.com, Inc.$78,1240.0%+0%
573PYPL$PYPLPayPal Holdings, Inc.$78,1040.0%-51%70.5
574SYK$SYKSTRYKER CORP$77,8050.0%+22%69.8
575NDAQ$NDAQNASDAQ, INC.$77,2490.0%+0%78.5
576SPOT$SPOTSpotify Technology S.A.$77,1010.0%+0%
577QRVO$QRVOQorvo, Inc.$76,9360.0%+0%64.3
578CP$CPCANADIAN PACIFIC KANSAS CITY LTD/CN$76,6940.0%-20%
579LVS$LVSLAS VEGAS SANDS CORP$76,6020.0%-2%73.7
580STRL$STRLSTERLING INFRASTRUCTURE, INC.$76,5680.0%+31%73.3
581STLD$STLDSTEEL DYNAMICS INC$76,1400.0%+0%56
582BP$BPBP PLC$75,7540.0%+1%
583WT$WTWisdomTree, Inc.$74,7520.0%+0%62.9
584ODFL$ODFLOLD DOMINION FREIGHT LINE, INC.$74,0900.0%+20%68.1
585ISHARES CORE$74,0410.0%+0%
586VANGUARD TOTAL$73,3650.0%-16%
587SNPS$SNPSSYNOPSYS INC$72,9520.0%+0%63.1
588ICE$ICEIntercontinental Exchange, Inc.$72,4480.0%+36%73.8
589TXT$TXTTEXTRON INC$71,9770.0%+0%58.2
590ISHARES BROAD$71,9500.0%+20%
591TM$TMTOYOTA MOTOR CORP/$71,9250.0%+0%
592BABA$BABAAlibaba Group Holding Ltd$71,6600.0%+0%
593CRDO$CRDOCredo Technology Group Holding Ltd$71,4350.0%+727%
594FIRST TRUST$71,1610.0%+0%
595WT$WTWisdomTree, Inc.$70,5810.0%+0%62.9
596SU$SUSUNCOR ENERGY INC$70,2860.0%+0%
597MPWR$MPWRMONOLITHIC POWER SYSTEMS INC$70,0050.0%+0%76.3
598VANGUARD TAX$69,8510.0%+0%
599VANGUARD FTSE$68,2780.0%+3%
600PPL$PPLPPL Corp$68,1110.0%+0%70.3
601ADSK$ADSKAutodesk, Inc.$67,5100.0%+0%76.4
602SHW$SHWSHERWIN WILLIAMS CO$67,5070.0%+0%65.3
603APD$APDAir Products & Chemicals, Inc.$67,4430.0%+83%41.2
604AMPLIFY CWP$67,2750.0%-55%
605IP$IPINTERNATIONAL PAPER CO /NEW/$67,2430.0%+0%52.1
606OSCR$OSCROscar Health, Inc.$67,1000.0%+0%70.4
607AB DISRUPTORS$66,9810.0%NEW
608PARR$PARRPAR PACIFIC HOLDINGS, INC.$66,7750.0%+344%54.3
609SCHW$SCHWSCHWAB CHARLES CORP$66,3300.0%+0%77.2
610IVZ$IVZInvesco Ltd.$66,2180.0%-32%
611BPRE$BPREBluerock Private Real Estate Fund$65,8590.0%-72%
612GD$GDGENERAL DYNAMICS CORP$65,4640.0%-15%73
613WTW$WTWWILLIS TOWERS WATSON PLC$65,4120.0%+0%
614SPGI$SPGIS&P Global Inc.$65,2920.0%-13%79.4
615BBDC$BBDCBarings BDC, Inc.$65,1040.0%+1%
616WABC$WABCWESTAMERICA BANCORPORATION$64,9270.0%+0%
617SPG$SPGSIMON PROPERTY GROUP INC.$64,7430.0%+127%76.9
618GS$GSGOLDMAN SACHS GROUP INC$64,6670.0%+1%
619IVZ$IVZInvesco Ltd.$64,3530.0%+0%
620CLNE$CLNEClean Energy Fuels Corp.$64,3240.0%+0%32.1
621OXY$OXYOCCIDENTAL PETROLEUM CORP /DE/$64,2210.0%-14%66.3
622IVZ$IVZInvesco Ltd.$64,0670.0%+254%
623HYT$HYTBLACKROCK CORPORATE HIGH YIELD FUND, INC.$64,0190.0%+0%
624ISHARES IBOXX$63,8440.0%+0%
625MCRI$MCRIMONARCH CASINO & RESORT INC$63,7330.0%+0%65
626FIRST TRUST$63,6560.0%+0%
627PDI$PDIPIMCO Dynamic Income Fund$63,2790.0%-41%
628GWW$GWWW.W. GRAINGER, INC.$63,2770.0%+0%69.5
629GSK$GSKGSK plc$63,2070.0%+0%
630ROAD$ROADConstruction Partners, Inc.$62,5610.0%+0%62.9
631DEO$DEODIAGEO PLC$62,5380.0%+0%
632UNFI$UNFIUNITED NATURAL FOODS INC$62,2280.0%+3534%50.1
633VANECK DIGITAL$61,8830.0%+0%
634LULU$LULUlululemon athletica inc.$61,5460.0%+44%62.9
635DG$DGDOLLAR GENERAL CORP$61,2620.0%-3%60.4
636KR$KRKROGER CO$61,1440.0%+13%51.1
637VANECK$60,9720.0%+0%
638IONQ$IONQIonQ, Inc.$60,2540.0%+2%32.8
639RQI$RQICOHEN & STEERS QUALITY INCOME REALTY FUND INC$60,2500.0%+0%
640ORLY$ORLYO REILLY AUTOMOTIVE INC$59,5400.0%-4%72.7
641FLNC$FLNCFluence Energy, Inc.$59,1680.0%+0%35.9
642CTAS$CTASCINTAS CORP$59,0610.0%+85%76.3
643VANECK FALLEN$58,4360.0%-82%
644ISHARES LARGE$58,4290.0%NEW
645BCO$BCOBRINKS CO$58,3240.0%+0%52
646STATE STREET$58,1430.0%-89%
647MCHP$MCHPMICROCHIP TECHNOLOGY INC$57,9550.0%-1%40
648SMCI$SMCISuper Micro Computer, Inc.$57,6770.0%-3%61.9
649LUV$LUVSOUTHWEST AIRLINES CO$57,5610.0%-5%51.1
650NXPI$NXPINXP Semiconductors N.V.$57,2780.0%+0%
651ISHARES MSCI$56,8190.0%+0%
652VANGUARD S&P$56,6690.0%-38%
653PAAS$PAASPAN AMERICAN SILVER CORP$56,2150.0%+25%
654ECL$ECLECOLAB INC.$55,6940.0%+0%64.3
655FLEXSHARES MORNINGSTAR$54,9780.0%+0%
656COIN$COINCoinbase Global, Inc.$54,8270.0%-13%68
657PIMCO INVESTMENT$54,2090.0%+0%
658FIRST TRUST$54,0290.0%+0%
659INVESCO DIVIDEND$53,8010.0%+0%
660NBIS$NBISNebius Group N.V.$53,6440.0%+1%
661DTB$DTBDTE ENERGY CO$53,3690.0%-9%
662GS$GSGOLDMAN SACHS GROUP INC$53,2880.0%+0%
663CLH$CLHCLEAN HARBORS INC$52,7580.0%+0%56.3
664SLB$SLBSLB LIMITED/NV$52,7170.0%+0%63.2
665PBT$PBTPERMIAN BASIN ROYALTY TRUST$52,6380.0%+0%
666FSSL$FSSLFS Specialty Lending Fund$52,3910.0%-2%
667CRBD$CRBDCorebridge Financial, Inc.$52,3730.0%+0%36.7
668DIMENSIONAL US$52,3270.0%+0%
669NUVEEN ESG$52,2040.0%+0%
670STATE STREET$52,1140.0%+0%
671SCHWAB ULTRA$52,0130.0%+0%
672FTS$FTSFortis Inc.$51,6410.0%+1%
673ET$ETEnergy Transfer LP$51,2040.0%+1%64.5
674ALL$ALLALLSTATE CORP$51,1110.0%-11%76.6
675ISHARES ULTRA$51,0250.0%+0%
676TDG$TDGTransDigm Group INC$50,7590.0%-14%75.4
677STATE STREET$50,7310.0%+0%
678BUSE$BUSEFIRST BUSEY CORP /NV/$50,5650.0%+0%52.6
679MTG$MTGMGIC INVESTMENT CORP$50,3260.0%+0%67.1
680SONY$SONYSony Group Corp$50,1190.0%+0%
681BYD$BYDBOYD GAMING CORP$50,0690.0%+0%70.7
682FHN$FHNFIRST HORIZON CORP$49,9580.0%+0%43.8
683TLN$TLNTalen Energy Corp$49,8000.0%+0%66.5
684VST$VSTVistra Corp.$49,6090.0%-4%62.9
685DKNG$DKNGDraftKings Inc.$49,4680.0%-1%54
686ISHARES DEFENSE$49,0140.0%NEW
687NCLH$NCLHNorwegian Cruise Line Holdings Ltd.$48,9750.0%-8%
688LYV$LYVLive Nation Entertainment, Inc.$48,9560.0%+0%55
689OMF$OMFOneMain Holdings, Inc.$48,7830.0%+0%
690GBTC$GBTCGrayscale Bitcoin Trust ETF$48,5400.0%-6%
691NOW$NOWServiceNow, Inc.$48,4370.0%+64%76
692LYB$LYBLyondellBasell Industries N.V.$48,3360.0%+0%
693BKR$BKRBaker Hughes Co$48,1680.0%+0%63.4
694YUM$YUMYUM BRANDS INC$48,0430.0%+3763%71.7
695VANGUARD RUSSELL$47,9230.0%+0%
696SWX$SWXSouthwest Gas Holdings, Inc.$47,8820.0%-9%
697ZETA$ZETAZeta Global Holdings Corp.$47,7600.0%+79%53.6
698BIIB$BIIBBIOGEN INC.$47,6660.0%-2%65.6
699APP$APPAppLovin Corp$47,3620.0%-20%86.8
700CLX$CLXCLOROX CO /DE/$47,2120.0%+0%63.5
701ISHARES U S$47,0870.0%+89%
702JPMORGAN SMALL$46,8730.0%+0%
703VISN$VISNVistance Networks, Inc.$46,7000.0%+144%43.9
704F$FFORD MOTOR CO$46,4800.0%+0%58.5
705ELV$ELVElevance Health, Inc.$46,2670.0%-5%59.4
706FIDELITY ENHANCED$46,2590.0%-36%
707TTEK$TTEKTETRA TECH INC$46,0530.0%+5172%63
708UGI$UGIUGI CORP /PA/$45,8170.0%+0%70.3
709PAGP$PAGPPLAINS GP HOLDINGS LP$45,5740.0%+0%52.9
710EQIX$EQIXEQUINIX INC$45,1370.0%-2%61.4
711JOBY$JOBYJoby Aviation, Inc.$45,0170.0%-6%28.7
712PBA$PBAPEMBINA PIPELINE CORP$44,7600.0%+0%
713ISHARES RUSSELL$44,5540.0%-24%
714PKG$PKGPACKAGING CORP OF AMERICA$44,4920.0%+0%70
715STATE STREET$44,0280.0%+16%
716AMPLIFY JUNIOR$43,8990.0%+0%
717ISHARES TIPS$43,7380.0%+0%
718ISHARES ESG$43,7200.0%+0%
719ISHARES FALLEN$43,5800.0%+14%
720DHI$DHIHORTON D R INC /DE/$43,2240.0%+62%54.6
721FIDELITY ENHANCED$43,1140.0%-72%
722FLEXSHARES MORNINGSTAR$42,5030.0%+0%
723ATI$ATIATI INC$42,4740.0%+0%64.5
724ACM$ACMAECOM$42,4100.0%NEW58.2
725CPRT$CPRTCOPART INC$42,3630.0%+0%74.9
726RIO$RIORIO TINTO PLC$42,3540.0%-47%
727VANGUARD TOTAL$41,5310.0%-15%
728TT$TTTrane Technologies plc$41,4610.0%+0%
729ZBH$ZBHZIMMER BIOMET HOLDINGS, INC.$41,2950.0%-13%64.9
730DNP$DNPDNP SELECT INCOME FUND INC$41,2000.0%+0%
731FNV$FNVFRANCO NEVADA Corp$41,0110.0%+0%
732BSX$BSXBOSTON SCIENTIFIC CORP$40,9770.0%+0%79.9
733FBTC$FBTCFidelity Wise Origin Bitcoin Fund$40,4350.0%-12%
734ISHARES CHINA$40,3880.0%-38%
735WSO$WSOWATSCO INC$40,2980.0%+1%58.9
736CASY$CASYCASEYS GENERAL STORES INC$40,1100.0%+0%59.9
737ISHARES S&P$39,7510.0%+0%
738CHD$CHDCHURCH & DWIGHT CO INC /DE/$39,7350.0%+0%65.3
739FICO$FICOFAIR ISAAC CORP$39,4990.0%+0%75.6
740CARR$CARRCARRIER GLOBAL Corp$39,4520.0%-10%61.5
741PACER U S$39,3510.0%-46%
742CI$CICigna Group$39,2570.0%-5%66.8
743RSG$RSGREPUBLIC SERVICES, INC.$39,2060.0%-75%72
744ACGL$ACGLARCH CAPITAL GROUP LTD.$39,1640.0%+0%
745DLR$DLRDIGITAL REALTY TRUST, INC.$39,1050.0%-41%70.2
746FIRST TRUST$38,9770.0%+4%
747ASX$ASXASE Technology Holding Co., Ltd.$38,9160.0%+0%
748BITW$BITWBitwise 10 Crypto Index ETF$38,8080.0%-10%
749ROST$ROSTROSS STORES, INC.$38,6380.0%-12%71.5
750ISHARES JPMORGAN$38,5960.0%+211%
751EBAY$EBAYEBAY INC$38,4850.0%+0%69.3
752PAYX$PAYXPAYCHEX INC$37,8410.0%-4%75.1
753VANGUARD MEGA$37,8160.0%-74%
754ISHARES IBONDS$37,7890.0%+3121%
755AMPLIFY ONLINE$37,5100.0%+0%
756PIMCO 15$37,3540.0%NEW
757KRANESHARES CSI$37,3370.0%+0%
758STATE STREET$37,3250.0%+0%
759GLOBAL X$37,1750.0%+0%
760DBX TR$36,8710.0%+0%
761ISHARES MSCI$36,7000.0%+0%
762EAT$EATBRINKER INTERNATIONAL, INC$36,6910.0%+447%74.7
763IVZ$IVZInvesco Ltd.$36,6310.0%-27%
764MNST$MNSTMonster Beverage Corp$36,4470.0%+0%77
765STZ$STZCONSTELLATION BRANDS, INC.$36,3220.0%-36%65
766FAX$FAXABRDN ASIA-PACIFIC INCOME FUND, INC.$36,0500.0%+0%
767IBRX$IBRXImmunityBio, Inc.$36,0490.0%+0%30
768WT$WTWisdomTree, Inc.$35,7320.0%+0%62.9
769WBD$WBDWarner Bros. Discovery, Inc.$35,6980.0%+15%42.1
770SR$SRSPIRE INC$35,6730.0%+0%42.7
771CPB$CPBCAMPBELL'S Co$35,6320.0%+0%54.5
772XYZ$XYZBlock, Inc.$35,6270.0%-10%60.3
773ISHARES$35,5320.0%+40%
774ISHARES IBONDS$35,1150.0%+2745%
775VANGUARD INFORMATION$35,0820.0%-74%
776KGC$KGCKINROSS GOLD CORP$35,0050.0%+123%
777ISHARES 0-5$34,4430.0%NEW
778ADVISORSHARES FOCUSED$34,4300.0%+0%
779META$METAMeta Platforms, Inc.$34,4190.0%+204%80.9
780E$EENI SPA$34,4020.0%+0%
781KVUE$KVUEKenvue Inc.$34,3660.0%+0%60.2
782ISHARES U S$34,1450.0%+0%
783FIRST TRUST$34,1150.0%+0%
784DY$DYDYCOM INDUSTRIES INC$33,8810.0%NEW62.1
785BNY MELLON$33,8040.0%+0%
786VANGUARD MUNICIPAL$33,7160.0%-88%
787CAKE$CAKECHEESECAKE FACTORY INC$33,4980.0%+0%58.3
788PHM$PHMPULTEGROUP INC/MI/$33,4050.0%-41%65.1
789GRMN$GRMNGARMIN LTD$33,4040.0%+0%
790ISHARES MSCI$33,3500.0%+630%
791DIMENSIONAL CORE$33,1430.0%+0%
792VANGUARD INDUSTRIALS$33,1260.0%-39%
793ISHARES CORE$32,9110.0%+0%
794FIRST TRUST$32,7920.0%+1%
795EL$ELESTEE LAUDER COMPANIES INC$32,6530.0%+0%52.5
796FLEXSHARES STOXX$32,5540.0%+0%
797DBL$DBLDoubleLine Opportunistic Credit Fund$32,3060.0%-1%
798MUFG$MUFGMITSUBISHI UFJ FINANCIAL GROUP INC$32,2500.0%-27%
799FLEXSHARES GLOBAL$32,2460.0%+0%
800HWM$HWMHowmet Aerospace Inc.$32,0340.0%+0%79.1
801VANGUARD REAL$31,8840.0%+14%
802WLDN$WLDNWilldan Group, Inc.$31,6960.0%+151%61.5
803VANGUARD SHORT$31,3910.0%-60%
804FIRST TRUST$31,3250.0%+0%
805IVZ$IVZInvesco Ltd.$31,3240.0%+0%
806WT$WTWisdomTree, Inc.$31,3170.0%+0%62.9
807FLR$FLRFLUOR CORP$31,2560.0%+0%66.2
808STATE STREET$31,0070.0%-2%
809UTMD$UTMDUTAH MEDICAL PRODUCTS INC$30,9950.0%+0%55.4
810FIRST TRUST$30,9420.0%+6%
811NTAP$NTAPNetApp, Inc.$30,7170.0%+0%75
812ALPS$ALPSAlps Group Inc$30,6180.0%+0%
813ZTS$ZTSZoetis Inc.$30,5800.0%-45%72.6
814BKTI$BKTIBK Technologies Corp$30,3740.0%NEW68.7
815ISHARES RESIDENTIAL$30,3720.0%+0%
816EXR$EXRExtra Space Storage Inc.$30,1590.0%+45%66.7
817IAF$IAFABRDN AUSTRALIA EQUITY FUND, INC.$29,7670.0%+6%
818GDV$GDVGABELLI DIVIDEND & INCOME TRUST$29,6540.0%NEW
819ADM$ADMArcher-Daniels-Midland Co$29,2340.0%+0%49.4
820RBLX$RBLXRoblox Corp$29,1850.0%+185%53.7
821WAT$WATWATERS CORP /DE/$29,1840.0%+250%69.9
822CG$CGCarlyle Group Inc.$29,0340.0%+0%47.3
823UMH$UMHUMH PROPERTIES, INC.$28,8600.0%+0%55.8
824RACE$RACEFerrari N.V.$28,7690.0%+143%
825AWR$AWRAMERICAN STATES WATER CO$28,7360.0%-3%60.3
826JBL$JBLJABIL INC$28,6900.0%+0%51.9
827RH$RHRH$28,6630.0%+0%53.2
828IONS$IONSIONIS PHARMACEUTICALS INC$28,2340.0%+0%37.1
829VANGUARD ENERGY$28,2050.0%-6%
830WTRG$WTRGEssential Utilities, Inc.$28,1900.0%NEW70.9
831WAB$WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$28,0290.0%+0%70.8
832STATE STREET$27,9910.0%+0%
833NVO$NVONOVO NORDISK A S$27,9670.0%-68%
834SCHWAB FUNDAMENTAL$27,8950.0%-6%
835RYAAY$RYAAYRYANAIR HOLDINGS PLC$27,8030.0%+0%
836FTNT$FTNTFortinet, Inc.$27,7030.0%-31%78.1
837ISHARES HIGH$27,6010.0%-1%
838PROSHARES SHORT$27,4990.0%+0%
839GLOBAL X$27,4400.0%-3%
840INNOVATOR ETFS$27,4230.0%+0%
841CHKP$CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD$26,9990.0%+0%
842STATE STREER$26,9230.0%-16%
843IREN$IRENIREN Ltd$26,7730.0%+0%
844TKO$TKOTKO Group Holdings, Inc.$26,6180.0%+0%73.1
845RBC$RBCRBC Bearings INC$26,6130.0%+0%67.1
846GLOBAL X$26,5870.0%+2%
847CFG$CFGCITIZENS FINANCIAL GROUP INC/RI$26,5650.0%+1%68.8
848FPF$FPFFirst Trust Intermediate Duration Preferred & Income Fund$26,4450.0%+0%
849STATE STREET$26,4330.0%+0%
850PCAR$PCARPACCAR INC$26,3370.0%-37%56.5
851PCQ$PCQPIMCO CALIFORNIA MUNICIPAL INCOME FUND$26,2630.0%+0%
852ILMN$ILMNILLUMINA, INC.$26,1320.0%+0%62.5
853PSKY$PSKYParamount Skydance Corp$25,9010.0%+0%62.5
854ISHARES ESG$25,8890.0%+0%
855SILA$SILASila Realty Trust, Inc.$25,7820.0%+2%51.3
856VKTX$VKTXViking Therapeutics, Inc.$25,7070.0%-30%
857STATE STREET$25,7040.0%+1%
858ARW$ARWARROW ELECTRONICS, INC.$25,6700.0%+0%51.4
859GGG$GGGGRACO INC$25,6490.0%+0%67.2
860BMRC$BMRCBank of Marin Bancorp$25,6300.0%+0%
861VANGUARD MORTGAGE$25,3720.0%-89%
862AEE$AEEAMEREN CORP$25,3600.0%+0%63.5
863DVN$DVNDEVON ENERGY CORP/DE$25,2030.0%+0%70.2
864CMG$CMGCHIPOTLE MEXICAN GRILL INC$25,0960.0%-39%72.9
865ISHARES U S$24,7850.0%+0%
866VANGUARD INTERMEDIATE$24,6400.0%-74%
867DOUG$DOUGDouglas Elliman Inc.$24,6000.0%+0%35
868NUVEEN CALIFORNIA$24,5610.0%+0%
869RRX$RRXREGAL REXNORD CORP$24,3990.0%+0%53.8
870VANGUARD CORE$24,3750.0%NEW
871PUTNAM FRANKLIN$24,2860.0%+0%
872NBIX$NBIXNEUROCRINE BIOSCIENCES INC$24,1080.0%+0%75.4
873BGR$BGRBlackRock Energy & Resources Trust$23,9400.0%+0%
874VANGUARD EXTENDED$23,8720.0%-33%
875HCA$HCAHCA Healthcare, Inc.$23,7380.0%+0%70.5
876VANGUARD CONSUMER$23,5400.0%-92%
877FIRST TRUST$23,5390.0%-91%
878VNOM$VNOMViper Energy, Inc.$23,4950.0%+0%
879SIRI$SIRISIRIUS XM HOLDINGS INC.$23,4470.0%+1%37.7
880ISHARES PFD$23,2740.0%+1%
881AWI$AWIARMSTRONG WORLD INDUSTRIES INC$23,1620.0%+0%69.6
882MRSH$MRSHMARSH & MCLENNAN COMPANIES, INC.$23,1570.0%-9%71.5
883PCG$PCGPG&E Corp$23,1050.0%+127%59.3
884ROP$ROPROPER TECHNOLOGIES INC$23,0360.0%-24%72.2
885ALKS$ALKSAlkermes plc.$22,9840.0%+0%
886COLUMBIA EM$22,6900.0%+0%
887MELI$MELIMERCADOLIBRE INC$22,4770.0%-19%77.5
888ISHARES 5-10 YEAR$22,4210.0%+1%
889SCHWAB 5-10$22,4160.0%-1%
890MLM$MLMMARTIN MARIETTA MATERIALS INC$22,3700.0%+0%67.6
891OTIS$OTISOtis Worldwide Corp$22,3050.0%+0%60.3
892MSI$MSIMotorola Solutions, Inc.$22,1390.0%+0%73.8
893HLI$HLIHOULIHAN LOKEY, INC.$22,1290.0%+1%67.3
894RLI$RLIRLI CORP$21,9730.0%+0%73.8
895MAS$MASMASCO CORP /DE/$21,9540.0%+1%59.9
896VANGUARD INTL$21,4190.0%+0%
897CR$CRCrane Co$21,3750.0%+0%64.8
898SCHWAB US$21,2450.0%+4100%
899CELH$CELHCelsius Holdings, Inc.$21,0410.0%-8%63
900LEVI$LEVILEVI STRAUSS & CO$21,0160.0%+1%58.8
901AME$AMEAMETEK INC/$21,0070.0%+0%74.2
902TPR$TPRTAPESTRY, INC.$21,0010.0%+0%76.4
903UL$ULUNILEVER PLC$20,9390.0%-76%
904FIRST TRUST$20,9310.0%+0%
905COR$CORCencora, Inc.$20,7540.0%+0%59.6
906ABNB$ABNBAirbnb, Inc.$20,7110.0%-5%70.1
907VANECK MORNINGSTAR$20,5970.0%+0%
908ISHARES U S$20,5640.0%+2%
909WSM$WSMWILLIAMS SONOMA INC$20,1960.0%+0%65
910J$JJACOBS SOLUTIONS INC.$20,1760.0%+0%47.7
911RIVN$RIVNRivian Automotive, Inc. / DE$20,1530.0%-1%36
912SCHWAB HIGH$20,0200.0%+0%
913CART$CARTMaplebear Inc.$19,9660.0%+0%76.4
914FIRST TRUST$19,9260.0%+0%
915ALGS$ALGSAligos Therapeutics, Inc.$19,8680.0%+0%
916CAL$CALCALERES INC$19,8450.0%+0%37.3
917CF$CFCF Industries Holdings, Inc.$19,8310.0%+1%76.8
918FIRST TRUST$19,6860.0%+0%
919FIRST TRUST$19,6680.0%+1%
920FRANKLIN FTSE$19,6160.0%+0%
921TRP$TRPTC ENERGY CORP$19,5210.0%+0%
922RUN$RUNSunrun Inc.$19,3910.0%+0%54.6
923FIRST TRUST$19,3880.0%+9%
924SBH$SBHSally Beauty Holdings, Inc.$19,1630.0%+0%53.6
925BAH$BAHBooz Allen Hamilton Holding Corp$19,0880.0%+1%65.5
926SOFI$SOFISoFi Technologies, Inc.$19,0560.0%+0%53.8
927PIMCO INTERMEDIATE$18,6270.0%+1%
928STT$STTSTATE STREET CORP$18,6000.0%+0%61.5
929NGVC$NGVCNatural Grocers by Vitamin Cottage, Inc.$18,5830.0%+0%54.8
930LUNR$LUNRIntuitive Machines, Inc.$18,5600.0%+0%39.2
931ETHA$ETHAiShares Ethereum Trust ETF$18,3470.0%+0%
932IVZ$IVZInvesco Ltd.$18,3440.0%+1%
933CDNS$CDNSCADENCE DESIGN SYSTEMS INC$18,3400.0%-31%74.4
934TEUCRIUM WHEAT$18,1960.0%NEW
935TEUCRIUM CORN$18,1060.0%NEW
936GLOBAL X$18,0370.0%+0%
937GPC$GPCGENUINE PARTS CO$17,9780.0%-37%54.2
938FITB$FITBFIFTH THIRD BANCORP$17,9770.0%+1%
939ESS$ESSESSEX PROPERTY TRUST, INC.$17,9080.0%NEW59.3
940PACERS NASDAQ$17,9010.0%NEW
941Q$QQnity Electronics, Inc.$17,7690.0%+0%
942HENNESSY SUSTAINABLE$17,7280.0%-2%
943KLAC$KLACKLA CORP$17,7220.0%-54%84.4
944EME$EMEEMCOR Group, Inc.$17,7190.0%NEW71.7
945GLOBAL X$17,6720.0%+0%
946ISHARES GLOBAL$17,6400.0%+0%
947ES$ESEVERSOURCE ENERGY$17,4060.0%+2%67
948STT$STTSTATE STREET CORP$17,2780.0%+0%61.5
949WCC$WCCWESCO INTERNATIONAL INC$17,2380.0%+0%55.4
950MSTR$MSTRStrategy Inc$17,1800.0%+0%25.4
951CX$CXCEMEX SAB DE CV$17,1600.0%+0%
952RGTI$RGTIRigetti Computing, Inc.$16,9880.0%+0%8.1
953PROFESSIONALLY MANAGED$16,9650.0%+0%
954KRANESHARES QUADRATIC$16,9520.0%-42%
955D$DDOMINION ENERGY, INC$16,6490.0%+0%74.9
956LKQ$LKQLKQ CORP$16,6350.0%+1%54.3
957IVZ$IVZInvesco Ltd.$16,5880.0%-98%
958INCY$INCYINCYTE CORP$16,5650.0%+66%81.2
959IHG$IHGINTERCONTINENTAL HOTELS GROUP PLC /NEW/$16,5490.0%+0%
960GRX$GRXGabelli Healthcare & WellnessRx Trust$16,3900.0%+0%
961THW$THWabrdn World Healthcare Fund$16,3790.0%+0%
962MUSA$MUSAMurphy USA Inc.$16,3010.0%+0%53.2
963JPMORGAN BETABUILDERS$16,2820.0%+0%
964ROKU$ROKUROKU, INC$16,2740.0%+0%60.5
965MGM$MGMMGM Resorts International$16,2100.0%+0%48
966ING$INGING GROEP NV$16,0910.0%+0%
967OSK$OSKOSHKOSH CORP$16,0820.0%+1%53
968LEN$LENLENNAR CORP /NEW/$16,0650.0%-45%49.2
969HIG$HIGHARTFORD INSURANCE GROUP, INC.$16,0280.0%+0%69.5
970DGX$DGXQUEST DIAGNOSTICS INC$15,8750.0%+0%69.1
971OLN$OLNOLIN Corp$15,8460.0%NEW42.9
972FIRST TRUST$15,8450.0%+0%
973LAC$LACLITHIUM AMERICAS CORP.$15,8000.0%+0%
974MSB$MSBMESABI TRUST$15,7500.0%+0%
975YUMC$YUMCYum China Holdings, Inc.$15,7160.0%+1433%65.2
976SMMT$SMMTSummit Therapeutics Inc.$15,6990.0%+0%
977ISHARES REGIONAL$15,6690.0%-1%
978PACER INDUSTRIAL$15,6280.0%+1%
979FLEXSHARES CREDIT$15,6070.0%+0%
980BCS$BCSBARCLAYS PLC$15,5760.0%+1%
981FIRST TRUST$15,4650.0%+0%
982REGN$REGNREGENERON PHARMACEUTICALS, INC.$15,4620.0%+0%75.1
983FIVE$FIVEFIVE BELOW, INC$15,3080.0%-18%66.1
984AAL$AALAmerican Airlines Group Inc.$15,2620.0%+0%50.6
985FIRST TRUST$15,2280.0%+0%
986STATE STREET$15,0810.0%-19%
987REAX$REAXReal Brokerage Inc$15,0000.0%+0%41.9
988BIT$BITBlackRock Multi-Sector Income Trust$14,9660.0%+2%
989IVZ$IVZInvesco Ltd.$14,7760.0%+0%
990MSGE$MSGEMadison Square Garden Entertainment Corp.$14,7280.0%+0%64.1
991RRR$RRRRed Rock Resorts, Inc.$14,7270.0%+0%60.9
992KEYS$KEYSKeysight Technologies, Inc.$14,6830.0%+0%72.3
993SPROTT JUNIOR$14,6450.0%NEW
994MOTLEY FOOL$14,5340.0%+0%
995ISHARES AAA$14,5240.0%+1%
996BTI$BTIBritish American Tobacco p.l.c.$14,5010.0%+0%
997TGTX$TGTXTG THERAPEUTICS, INC.$14,3840.0%+0%68.4
998KHC$KHCKraft Heinz Co$14,3710.0%+0%42.5
999GLOBAL X$14,3480.0%+0%
1000PFH$PFHPRUDENTIAL FINANCIAL INC$14,2780.0%+15%58.6

New Positions (46)

TOUCHSTONE DYNAMIC$1.7M
HORIZON EXPEDITION$1.6M
HORIZON DIGITAL$711,916
ISHARES INTERMEDIATE$143,413
ISHARES SYSTEMATIC$138,217
FLY$FLY Firefly Aerospace Inc.$107,903
VANGUARD ESG$89,703
AB DISRUPTORS$66,981
ISHARES LARGE$58,429
ISHARES DEFENSE$49,014
ACM$ACM AECOM$42,410
PIMCO 15$37,354
ISHARES 0-5$34,443
DY$DY DYCOM INDUSTRIES INC$33,881
BKTI$BKTI BK Technologies Corp$30,374

Exited Positions (106)

CLF$CLF CLEVELAND-CLIFFS INC.
BKSY$BKSY BlackSky Technology Inc.
VANECK SHORT
JPMORGAN LTD
FIBK$FIBK FIRST INTERSTATE BANCSYSTEM INC
VTR$VTR Ventas, Inc.
AVANTIS U S
OGE$OGE OGE ENERGY CORP.
NFG$NFG NATIONAL FUEL GAS CO
VANGUARD UTILITIES
ALNY$ALNY ALNYLAM PHARMACEUTICALS, INC.
CYBR$CYBR CyberArk Software Ltd.
AMH$AMH American Homes 4 Rent
MLI$MLI MUELLER INDUSTRIES INC
TNL$TNL Travel & Leisure Co.

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AI-Powered Hedge Fund Analysis: Golden State Wealth Management, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Golden State Wealth Management, LLC (SEC CIK: 1776033), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Golden State Wealth Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.