Coastal Investment Advisors, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1776792
Institutional-grade research for retail investors
13F Reported Value
ⓘ$288.3M
Holdings
367
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Coastal Investment Advisors, Inc. disclosed 367 positions worth $288.3M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 7.1% of the equity portfolio, followed by $NVDA and $AMZN. During the quarter the fund opened 36 new positions and exited 28 and a full exit from $OXLC. The portfolio is most concentrated in Other (40.8% of disclosed assets). All figures are sourced directly from Coastal Investment Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1776792.
AI Fund Analysis
Diversifying
$AAPL7.1% weight
Held 9 quarters
$NVDA6.0% weight
Held 9 quarters
$AMZN3.4% weight
Held 9 quarters
$AG3.1% weight
Held 9 quarters
$GOOG2.8% weight
Held 9 quarters
$CDNS8 quarters accumulating
PROSHARES TR
7 quarters accumulating
$PLTR6 quarters accumulating
$META6 quarters accumulating
$NFLX5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsMaterialsIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$20.5M80,611 sh - 90.2#1
Quality
$17.2M98,547 sh - 74.6#152
Quality
$9.8M47,080 sh - —
Quality
$9.0M416,889 sh - 80.2
Quality
$8.0M27,997 sh - 85.8
Quality
$6.7M45,874 sh - 50.1
Quality
$6.4M17,098 sh VANECK ETF TRUST
—Quality
$5.7M47,214 sh- 83.7
Quality
$5.4M14,536 sh - 86.4
Quality
$5.1M16,477 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $20.5M | 80,611 |
| NVIDIA CORP$NVDA | 90.2#1 | $17.2M | 98,547 |
| AMAZON COM INC$AMZN | 74.6#152 | $9.8M | 47,080 |
| FIRST MAJESTIC SILVER CORP$AG | — | $9.0M | 416,889 |
 Alphabet Inc.$GOOGL | 80.2 | $8.0M | 27,997 |
| Palantir Technologies Inc.$PLTR | 85.8 | $6.7M | 45,874 |
 Tesla, Inc.$TSLA | 50.1 | $6.4M | 17,098 |
| VANECK ETF TRUST | — | $5.7M | 47,214 |
 MICROSOFT CORP$MSFT | 83.7 | $5.4M | 14,536 |
 Broadcom Inc.$AVGO | 86.4 | $5.1M | 16,477 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Coastal Investment Advisors, Inc.'s 367 positions.
Showing top 10 of 367 holdings.
Sector Allocation
Other
$117.7M
Technology
$87.1M
Financials
$20.9M
Materials
$17.2M
Industrials
$15.7M
Consumer Discretionary
$15.0M
Energy
$5.0M
Communication Services
$3.6M
Full Holdings — Coastal Investment Advisors, Inc. (Q1 2026)
All 367 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 | $AAPL | Apple Inc. | $20.5M | 7.1% | -2% | 76.1 |
| 2 | $NVDA | NVIDIA CORP | $17.2M | 6.0% | -4% | 90.2 |
| 3 | $AMZN | AMAZON COM INC | $9.8M | 3.4% | -5% | 74.6 |
| 4 | $AG | FIRST MAJESTIC SILVER CORP | $9.0M | 3.1% | -30% | — |
| 5 | $GOOGL | Alphabet Inc. | $8.0M | 2.8% | +0% | 80.2 |
| 6 | $PLTR | Palantir Technologies Inc. | $6.7M | 2.3% | +2% | 85.8 |
| 7 | $TSLA | Tesla, Inc. | $6.4M | 2.2% | +6% | 50.1 |
| 8 | — | VANECK ETF TRUST | $5.7M | 2.0% | -1% | — |
| 9 | $MSFT | MICROSOFT CORP | $5.4M | 1.9% | -2% | 83.7 |
| 10 | $AVGO | Broadcom Inc. | $5.1M | 1.8% | -2% | 86.4 |
| 11 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.1M | 1.8% | -7% | — |
| 12 | — | VANGUARD WORLD FD | $4.6M | 1.6% | -20% | — |
| 13 | — | ISHARES TR | $4.3M | 1.5% | +5% | — |
| 14 | — | SELECT SECTOR SPDR TR | $4.1M | 1.4% | -2% | — |
| 15 | — | AMPLIFY ETF TR | $3.9M | 1.3% | NEW | — |
| 16 | $META | Meta Platforms, Inc. | $3.5M | 1.2% | +6% | 80.9 |
| 17 | — | ISHARES U S ETF TR | $3.3M | 1.1% | +3% | — |
| 18 | — | PROSHARES TR | $2.9M | 1.0% | +9% | — |
| 19 | $GOOG | Alphabet Inc. | $2.9M | 1.0% | -7% | 80.2 |
| 20 |  $NET | Cloudflare, Inc. | $2.8M | 1.0% | -1% | 52.6 |
| 21 |  $SPY | SPDR S&P 500 ETF TRUST | $2.8M | 0.9% | -9% | — |
| 22 | — | SPDR SERIES TRUST | $2.7M | 0.9% | +27% | — |
| 23 | $NFLX | NETFLIX INC | $2.7M | 0.9% | +11% | 86.7 |
| 24 |  $CRWD | CrowdStrike Holdings, Inc. | $2.7M | 0.9% | -28% | 55 |
| 25 | — | VANECK ETF TRUST | $2.5M | 0.9% | -16% | — |
| 26 | — | VANGUARD INDEX FDS | $2.5M | 0.9% | -25% | — |
| 27 | — | ISHARES TR | $2.5M | 0.9% | +2% | — |
| 28 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.5M | 0.8% | -3% | 67 |
| 29 |  $MSTR | Strategy Inc | $2.4M | 0.8% | +13% | 25.4 |
| 30 |  $ALB | ALBEMARLE CORP | $2.3M | 0.8% | -1% | 50.2 |
| 31 | — | ISHARES TR | $2.3M | 0.8% | +3% | — |
| 32 | — | SELECT SECTOR SPDR TR | $2.2M | 0.8% | +8% | — |
| 33 | — | SELECT SECTOR SPDR TR | $2.1M | 0.7% | -17% | — |
| 34 | — | ISHARES TR | $2.0M | 0.7% | +2% | — |
| 35 | — | VANECK ETF TRUST | $2.0M | 0.7% | +0% | — |
| 36 | — | ISHARES TR | $2.0M | 0.7% | -0% | — |
| 37 | — | SELECT SECTOR SPDR TR | $2.0M | 0.7% | -10% | — |
| 38 | — | SPDR INDEX SHS FDS | $1.9M | 0.7% | +26% | — |
| 39 |  $GEV | GE Vernova Inc. | $1.9M | 0.7% | -14% | 70.1 |
| 40 | — | VANGUARD SPECIALIZED FUNDS | $1.9M | 0.7% | +4% | — |
| 41 | — | SELECT SECTOR SPDR TR | $1.8M | 0.6% | +3% | — |
| 42 |  $CVX | CHEVRON CORP | $1.7M | 0.6% | +194% | 54.7 |
| 43 | — | VANGUARD INDEX FDS | $1.7M | 0.6% | -5% | — |
| 44 |  $CAT | CATERPILLAR INC | $1.7M | 0.6% | -13% | 67.8 |
| 45 | — | ISHARES TR | $1.7M | 0.6% | +49% | — |
| 46 |  $JPM | JPMORGAN CHASE & CO | $1.7M | 0.6% | -16% | 35.6 |
| 47 | — | SELECT SECTOR SPDR TR | $1.5M | 0.5% | -22% | — |
| 48 | — | SELECT SECTOR SPDR TR | $1.5M | 0.5% | +50% | — |
| 49 | — | SELECT SECTOR SPDR TR | $1.5M | 0.5% | +54% | — |
| 50 |  $ANET | Arista Networks, Inc. | $1.4M | 0.5% | -4% | 86 |
| 51 |  $AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.5% | +8% | 78.8 |
| 52 |  $COIN | Coinbase Global, Inc. | $1.4M | 0.5% | +2% | 68 |
| 53 |  $GS | GOLDMAN SACHS GROUP INC | $1.4M | 0.5% | -3% | — |
| 54 |  $B | BARRICK MINING CORP | $1.3M | 0.5% | -22% | — |
| 55 |  $SLV | iShares Silver Trust | $1.3M | 0.5% | -11% | — |
| 56 |  $PWR | QUANTA SERVICES, INC. | $1.3M | 0.5% | -7% | 62.6 |
| 57 |  $AXP | AMERICAN EXPRESS CO | $1.3M | 0.4% | +6% | 73.2 |
| 58 |  $UNP | UNION PACIFIC CORP | $1.3M | 0.4% | +439% | 74 |
| 59 | — | ISHARES TR | $1.2M | 0.4% | +3% | — |
| 60 | — | ISHARES TR | $1.2M | 0.4% | -3% | — |
| 61 | — | ISHARES TR | $1.2M | 0.4% | +3% | — |
| 62 | — | ISHARES TR | $1.2M | 0.4% | +0% | — |
| 63 |  $AMGN | AMGEN INC | $1.2M | 0.4% | NEW | 79.5 |
| 64 |  $TPL | Texas Pacific Land Corp | $1.1M | 0.4% | NEW | 79.1 |
| 65 |  $__PARK_1390777 | Bank of New York Mellon Corp | $1.1M | 0.4% | +7% | 36.7 |
| 66 |  $APD | Air Products & Chemicals, Inc. | $1.1M | 0.4% | NEW | 41.2 |
| 67 |  $OKE | ONEOK INC /NEW/ | $1.1M | 0.4% | NEW | 72 |
| 68 |  $KLAC | KLA CORP | $1.1M | 0.4% | -9% | 84.4 |
| 69 | $CDNS | CADENCE DESIGN SYSTEMS INC | $1.1M | 0.4% | +8% | 74.4 |
| 70 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.1M | 0.4% | NEW | 60.5 |
| 71 |  $NEM | NEWMONT Corp /DE/ | $1.1M | 0.4% | -21% | 88.3 |
| 72 |  $GLD | SPDR GOLD TRUST | $1.1M | 0.4% | +88% | — |
| 73 | — | J P MORGAN EXCHANGE TRADED F | $1.0M | 0.4% | -1% | — |
| 74 |  $TJX | TJX COMPANIES INC /DE/ | $1.0M | 0.3% | -5% | 70.7 |
| 75 | — | ISHARES TR | $1.0M | 0.3% | +0% | — |
| 76 |  $GE | GENERAL ELECTRIC CO | $1.0M | 0.3% | +15% | 74.8 |
| 77 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.0M | 0.3% | -11% | 70.9 |
| 78 |  $DE | DEERE & CO | $997,041 | 0.3% | -14% | 57.4 |
| 79 | — | EA SERIES TRUST | $995,134 | 0.3% | +107% | — |
| 80 |  $VLO | VALERO ENERGY CORP/TX | $982,645 | 0.3% | -0% | 51.4 |
| 81 |  $PKG | PACKAGING CORP OF AMERICA | $974,514 | 0.3% | NEW | 70 |
| 82 |  $VFL | abrdn National Municipal Income Fund | $948,112 | 0.3% | +0% | — |
| 83 |  $BA | BOEING CO | $938,625 | 0.3% | +23% | 51.8 |
| 84 |  $PPG | PPG INDUSTRIES INC | $929,010 | 0.3% | NEW | 57.1 |
| 85 | — | VANGUARD INDEX FDS | $846,936 | 0.3% | -33% | — |
| 86 |  $ETN | Eaton Corp plc | $831,225 | 0.3% | -2% | — |
| 87 | — | FIRST TR EXCHANGE-TRADED FD | $799,264 | 0.3% | -5% | — |
| 88 |  $MNST | Monster Beverage Corp | $782,206 | 0.3% | -19% | 77 |
| 89 |  $VST | Vistra Corp. | $779,912 | 0.3% | +4% | 62.9 |
| 90 | — | FIRST TR EXCHANGE TRADED FD | $765,421 | 0.3% | -3% | — |
| 91 | — | FIRST TR EXCHANGE-TRADED FD | $732,555 | 0.3% | NEW | — |
| 92 | — | VANGUARD INDEX FDS | $711,421 | 0.3% | -16% | — |
| 93 | — | SPDR SERIES TRUST | $710,896 | 0.3% | +3% | — |
| 94 | — | FIRST TR EXCHANGE TRADED FD | $709,152 | 0.3% | +1482% | — |
| 95 |  $XOM | EXXON MOBIL CORP | $703,474 | 0.2% | +1% | 61.8 |
| 96 |  $GLDM | World Gold Trust | $699,068 | 0.2% | NEW | — |
| 97 |  $V | VISA INC. | $696,503 | 0.2% | -15% | 83.5 |
| 98 |  $UNH | UNITEDHEALTH GROUP INC | $692,814 | 0.2% | +19% | 66.8 |
| 99 |  $ALAB | Astera Labs, Inc. | $692,124 | 0.2% | -3% | 77.7 |
| 100 |  $HOOD | Robinhood Markets, Inc. | $691,753 | 0.2% | +26% | 75.8 |
| 101 |  $UNG | United States Natural Gas Fund, LP | $656,880 | 0.2% | +14% | — |
| 102 | — | PGIM ETF TR | $654,226 | 0.2% | -12% | — |
| 103 | — | ISHARES TR | $652,344 | 0.2% | +2% | — |
| 104 | — | FIRST TR EXCHANGE-TRADED FD | $633,788 | 0.2% | NEW | — |
| 105 | — | ISHARES TR | $625,596 | 0.2% | -58% | — |
| 106 | — | SPDR SERIES TRUST | $615,559 | 0.2% | +3% | — |
| 107 | — | GLOBAL X FDS | $613,328 | 0.2% | NEW | — |
| 108 | — | LISTED FDS TR | $612,382 | 0.2% | NEW | — |
| 109 | — | ISHARES TR | $605,391 | 0.2% | -26% | — |
| 110 |  $NPV | NUVEEN VIRGINIA QUALITY MUNICIPAL INCOME FUND | $585,410 | 0.2% | +0% | — |
| 111 | — | SPDR SERIES TRUST | $584,472 | 0.2% | -16% | — |
| 112 | — | ISHARES INC | $581,715 | 0.2% | +3% | — |
| 113 | — | VANGUARD INTL EQUITY INDEX F | $578,270 | 0.2% | +1% | — |
| 114 | — | GOLDMAN SACHS ETF TR | $576,650 | 0.2% | -1% | — |
| 115 | — | SPDR SERIES TRUST | $574,956 | 0.2% | +4% | — |
| 116 |  $NAD | Nuveen Quality Municipal Income Fund | $562,316 | 0.2% | +0% | — |
| 117 |  $FSM | FORTUNA MINING CORP. | $551,612 | 0.2% | -0% | — |
| 118 |  $NRK | NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | $544,795 | 0.2% | +0% | — |
| 119 |  $VZ | VERIZON COMMUNICATIONS INC | $535,666 | 0.2% | -2% | 71.6 |
| 120 |  $IVZ | Invesco Ltd. | $533,428 | 0.2% | -4% | — |
| 121 |  $MO | ALTRIA GROUP, INC. | $528,966 | 0.2% | -4% | 72.1 |
| 122 | — | NUVEEN AMT FREE QLTY MUN INC | $525,025 | 0.2% | +0% | — |
| 123 |  $LLY | ELI LILLY & Co | $520,590 | 0.2% | +2% | 89.3 |
| 124 |  $C | CITIGROUP INC | $516,082 | 0.2% | +0% | 54.8 |
| 125 |  $SHOP | SHOPIFY INC. | $509,236 | 0.2% | -1% | — |
| 126 |  $WMT | Walmart Inc. | $508,185 | 0.2% | +2% | 63.2 |
| 127 |  $ABBV | AbbVie Inc. | $505,536 | 0.2% | -9% | 59.3 |
| 128 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $500,896 | 0.2% | -7% | 66.7 |
| 129 | — | PROSHARES TR | $483,297 | 0.2% | +0% | — |
| 130 | — | J P MORGAN EXCHANGE TRADED F | $462,566 | 0.2% | -17% | — |
| 131 | — | ISHARES TR | $450,592 | 0.2% | +0% | — |
| 132 |  $LMT | LOCKHEED MARTIN CORP | $450,286 | 0.2% | -0% | 65 |
| 133 | — | FIRST TR EXCHANGE TRADED FD | $449,052 | 0.2% | +9% | — |
| 134 |  $MA | Mastercard Inc | $443,325 | 0.1% | +2% | 81.7 |
| 135 | — | SELECT SECTOR SPDR TR | $437,537 | 0.1% | +35% | — |
| 136 |  $T | AT&T INC. | $436,407 | 0.1% | -2% | 71.9 |
| 137 | — | ISHARES TR | $416,260 | 0.1% | -74% | — |
| 138 |  $BKKT | Bakkt, Inc. | $410,754 | 0.1% | +472% | 48 |
| 139 | $IVZ | Invesco Ltd. | $394,091 | 0.1% | -2% | — |
| 140 | — | SPDR SERIES TRUST | $391,277 | 0.1% | -12% | — |
| 141 | — | ISHARES TR | $388,227 | 0.1% | -16% | — |
| 142 |  $NKE | NIKE, Inc. | $385,163 | 0.1% | +5% | 53.4 |
| 143 | — | SPDR SERIES TRUST | $383,439 | 0.1% | -8% | — |
| 144 | — | ISHARES TR | $367,806 | 0.1% | -4% | — |
| 145 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $355,523 | 0.1% | +1% | — |
| 146 | $IVZ | Invesco Ltd. | $349,049 | 0.1% | +4385% | — |
| 147 | — | BLACKROCK ETF TRUST II | $348,279 | 0.1% | -12% | — |
| 148 | — | FIRST TR EXCH TRADED FD III | $347,774 | 0.1% | +9% | — |
| 149 |  $UPS | UNITED PARCEL SERVICE INC | $338,446 | 0.1% | -10% | 58.2 |
| 150 | — | VANGUARD MUN BD FDS | $333,764 | 0.1% | +29% | — |
| 151 |  $URI | UNITED RENTALS, INC. | $332,307 | 0.1% | +0% | 70.7 |
| 152 |  $NUW | Nuveen AMT-Free Municipal Value Fund | $329,805 | 0.1% | +0% | — |
| 153 | — | SPDR SERIES TRUST | $327,329 | 0.1% | -22% | — |
| 154 | — | FIRST TR EXCHANGE-TRADED FD | $324,403 | 0.1% | +2% | — |
| 155 |  $SBUX | STARBUCKS CORP | $320,284 | 0.1% | -1% | 54.6 |
| 156 |  $STT | STATE STREET CORP | $319,046 | 0.1% | +20% | 61.5 |
| 157 | — | FIRST TR EXCHANGE-TRADED FD | $318,971 | 0.1% | NEW | — |
| 158 | — | VANECK ETF TRUST | $317,538 | 0.1% | +16% | — |
| 159 |  $PEP | PEPSICO INC | $314,695 | 0.1% | +0% | 62.7 |
| 160 | — | AMERICAN CENTY ETF TR | $312,269 | 0.1% | +33% | — |
| 161 | — | FIRST TR EXCH TRADED FD III | $310,866 | 0.1% | +9% | — |
| 162 | — | FIDELITY COVINGTON TRUST | $305,097 | 0.1% | +361% | — |
| 163 |  $UBER | Uber Technologies, Inc | $305,055 | 0.1% | -2% | 79.3 |
| 164 | — | ISHARES TR | $304,190 | 0.1% | -17% | — |
| 165 | — | VANGUARD INTL EQUITY INDEX F | $296,795 | 0.1% | +9% | — |
| 166 | — | ISHARES TR | $294,929 | 0.1% | +17% | — |
| 167 | — | ISHARES TR | $285,148 | 0.1% | +17% | — |
| 168 |  $RTX | RTX Corp | $283,880 | 0.1% | +4% | 70 |
| 169 | — | J P MORGAN EXCHANGE TRADED F | $270,882 | 0.1% | +13% | — |
| 170 |  $BRK.B | BERKSHIRE HATHAWAY INC | $269,790 | 0.1% | -17% | 64.5 |
| 171 |  $DOV | DOVER Corp | $268,894 | 0.1% | -36% | 63.1 |
| 172 |  $PM | Philip Morris International Inc. | $267,317 | 0.1% | +0% | 80.5 |
| 173 |  $YOU | Clear Secure, Inc. | $266,063 | 0.1% | NEW | 74 |
| 174 |  $XYZ | Block, Inc. | $265,815 | 0.1% | -3% | 60.3 |
| 175 | — | VANGUARD WHITEHALL FDS | $265,335 | 0.1% | -29% | — |
| 176 | — | STRATEGY SHS | $258,302 | 0.1% | +0% | — |
| 177 |  $LOW | LOWES COMPANIES INC | $251,434 | 0.1% | +0% | 63.5 |
| 178 |  $NZF | Nuveen Municipal Credit Income Fund | $249,714 | 0.1% | +0% | — |
| 179 |  $BGC | BGC Group, Inc. | $249,007 | 0.1% | +0% | 69.9 |
| 180 | — | ETF OPPORTUNITIES TRUST | $247,334 | 0.1% | +3% | — |
| 181 | — | ISHARES TR | $243,934 | 0.1% | -5% | — |
| 182 |  $KMI | KINDER MORGAN, INC. | $241,701 | 0.1% | NEW | 74.6 |
| 183 |  $CRDO | Credo Technology Group Holding Ltd | $239,181 | 0.1% | -2% | — |
| 184 |  $ORCL | ORACLE CORP | $234,516 | 0.1% | +35% | 67.2 |
| 185 |  $MCD | MCDONALDS CORP | $234,205 | 0.1% | -42% | 73.9 |
| 186 | — | VANGUARD ADMIRAL FDS INC | $233,951 | 0.1% | +0% | — |
| 187 |  $GNRC | GENERAC HOLDINGS INC. | $228,927 | 0.1% | NEW | 58.2 |
| 188 | — | SPDR SERIES TRUST | $227,382 | 0.1% | -6% | — |
| 189 | — | VANGUARD INDEX FDS | $218,656 | 0.1% | +0% | — |
| 190 | — | SPDR SERIES TRUST | $213,467 | 0.1% | -3% | — |
| 191 |  $PSX | Phillips 66 | $213,174 | 0.1% | NEW | 47.6 |
| 192 |  $CME | CME GROUP INC. | $207,674 | 0.1% | NEW | 74.5 |
| 193 |  $WM | WASTE MANAGEMENT INC | $203,850 | 0.1% | NEW | 70.7 |
| 194 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $202,156 | 0.1% | NEW | 75.4 |
| 195 | — | CALAMOS ETF TR | $199,505 | 0.1% | NEW | — |
| 196 | — | ISHARES TR | $198,278 | 0.1% | -40% | — |
| 197 | — | PACER FDS TR | $191,962 | 0.1% | -8% | — |
| 198 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $191,781 | 0.1% | +0% | — |
| 199 | — | GLOBAL X FDS | $190,209 | 0.1% | +0% | — |
| 200 |  $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | $185,518 | 0.1% | NEW | — |
| 201 | $IVZ | Invesco Ltd. | $175,820 | 0.1% | -3% | — |
| 202 |  $NXP | NUVEEN SELECT TAX FREE INCOME PORTFOLIO | $175,788 | 0.1% | +0% | — |
| 203 | $IVZ | Invesco Ltd. | $173,804 | 0.1% | -2% | — |
| 204 |  $JOBY | Joby Aviation, Inc. | $173,749 | 0.1% | NEW | 28.7 |
| 205 | — | SIMPLIFY EXCHANGE TRADED FUN | $172,426 | 0.1% | NEW | — |
| 206 | — | VANGUARD INDEX FDS | $172,131 | 0.1% | +6% | — |
| 207 |  $RFI | COHEN & STEERS TOTAL RETURN REALTY FUND INC | $169,529 | 0.1% | +0% | — |
| 208 | — | SIMPLIFY EXCHANGE TRADED FUN | $168,164 | 0.1% | NEW | — |
| 209 |  $RIOT | Riot Platforms, Inc. | $167,367 | 0.1% | -18% | 51.3 |
| 210 | — | ISHARES TR | $164,331 | 0.1% | +6% | — |
| 211 | — | ISHARES TR | $146,419 | 0.1% | +0% | — |
| 212 |  $NNY | NUVEEN NEW YORK MUNICIPAL VALUE FUND | $144,772 | 0.1% | +0% | — |
| 213 |  $MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | $141,981 | 0.1% | +0% | — |
| 214 | — | SPDR SERIES TRUST | $140,097 | 0.1% | -9% | — |
| 215 |  $MYI | BLACKROCK MUNIYIELD QUALITY FUND III, INC. | $139,520 | 0.1% | -31% | — |
| 216 | — | ISHARES TR | $133,006 | 0.1% | -11% | — |
| 217 |  $MHD | BLACKROCK MUNIHOLDINGS FUND, INC. | $129,664 | 0.0% | NEW | — |
| 218 | — | RBB FD INC | $125,200 | 0.0% | NEW | — |
| 219 | — | RBB FD INC | $124,650 | 0.0% | NEW | — |
| 220 |  $EIM | Eaton Vance Municipal Bond Fund | $121,744 | 0.0% | +0% | — |
| 221 | — | ISHARES TR | $120,003 | 0.0% | +4% | — |
| 222 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $119,945 | 0.0% | +2% | — |
| 223 | — | FIDELITY COVINGTON TRUST | $115,982 | 0.0% | +0% | — |
| 224 | — | ETF OPPORTUNITIES TRUST | $111,734 | 0.0% | +17% | — |
| 225 | — | ISHARES TR | $101,950 | 0.0% | -4% | — |
| 226 | — | VANGUARD INDEX FDS | $101,363 | 0.0% | +0% | — |
| 227 | — | ISHARES TR | $95,905 | 0.0% | +0% | — |
| 228 | — | ISHARES TR | $95,424 | 0.0% | +0% | — |
| 229 |  $DSM | BNY MELLON STRATEGIC MUNICIPAL BOND FUND, INC. | $91,634 | 0.0% | +0% | — |
| 230 | — | GLOBAL X FDS | $91,525 | 0.0% | +26% | — |
| 231 | $IVZ | Invesco Ltd. | $90,520 | 0.0% | +0% | — |
| 232 | — | ISHARES TR | $86,446 | 0.0% | +0% | — |
| 233 |  $YMM | Full Truck Alliance Co. Ltd. | $85,963 | 0.0% | +0% | — |
| 234 | — | GLOBAL X FDS | $84,944 | 0.0% | +0% | — |
| 235 | — | ISHARES TR | $81,870 | 0.0% | -10% | — |
| 236 | — | VANGUARD INDEX FDS | $81,451 | 0.0% | -2% | — |
| 237 | — | ISHARES TR | $80,155 | 0.0% | +0% | — |
| 238 | — | PACER FDS TR | $80,140 | 0.0% | +180% | — |
| 239 | — | ISHARES TR | $76,996 | 0.0% | -90% | — |
| 240 | — | SPDR SERIES TRUST | $75,105 | 0.0% | +0% | — |
| 241 | — | FIRST TR EXCHANGE TRADED FD | $72,561 | 0.0% | -44% | — |
| 242 | — | FIRST TR EXCHANGE TRADED FD | $71,075 | 0.0% | +0% | — |
| 243 | — | ISHARES TR | $69,055 | 0.0% | -5% | — |
| 244 | — | ISHARES TR | $63,860 | 0.0% | +0% | — |
| 245 | — | ISHARES TR | $62,762 | 0.0% | +0% | — |
| 246 | — | ISHARES TR | $61,640 | 0.0% | +0% | — |
| 247 | — | ISHARES TR | $58,318 | 0.0% | +0% | — |
| 248 | — | ISHARES TR | $57,541 | 0.0% | +159% | — |
| 249 | $IVZ | Invesco Ltd. | $56,209 | 0.0% | +3% | — |
| 250 | — | ISHARES TR | $55,378 | 0.0% | +0% | — |
| 251 | — | PACER FDS TR | $54,720 | 0.0% | +114% | — |
| 252 |  $GGN | GAMCO Global Gold, Natural Resources & Income Trust | $54,445 | 0.0% | -3% | — |
| 253 | — | ISHARES TR | $47,770 | 0.0% | +0% | — |
| 254 | — | ISHARES TR | $44,581 | 0.0% | +14% | — |
| 255 | — | SPDR SERIES TRUST | $43,991 | 0.0% | -15% | — |
| 256 | — | SPDR SERIES TRUST | $43,398 | 0.0% | +0% | — |
| 257 | — | SPDR SERIES TRUST | $41,851 | 0.0% | -5% | — |
| 258 | — | SELECT SECTOR SPDR TR | $40,039 | 0.0% | +0% | — |
| 259 | — | FIRST TR EXCHANGE TRADED FD | $39,212 | 0.0% | +0% | — |
| 260 | — | RBB FD INC | $37,773 | 0.0% | NEW | — |
| 261 | — | PACER FDS TR | $36,609 | 0.0% | +0% | — |
| 262 | — | VANECK ETF TRUST | $31,949 | 0.0% | +0% | — |
| 263 | $IVZ | Invesco Ltd. | $30,982 | 0.0% | NEW | — |
| 264 | — | SPDR SERIES TRUST | $30,380 | 0.0% | +197% | — |
| 265 | — | ISHARES TR | $30,159 | 0.0% | -18% | — |
| 266 | — | J P MORGAN EXCHANGE TRADED F | $29,316 | 0.0% | +0% | — |
| 267 | — | ISHARES TR | $28,512 | 0.0% | +0% | — |
| 268 | $IVZ | Invesco Ltd. | $28,244 | 0.0% | +0% | — |
| 269 | — | RBB FD INC | $27,188 | 0.0% | NEW | — |
| 270 | $IVZ | Invesco Ltd. | $27,182 | 0.0% | -9% | — |
| 271 | — | ISHARES TR | $26,780 | 0.0% | +0% | — |
| 272 | — | ISHARES TR | $24,818 | 0.0% | +0% | — |
| 273 | — | SPDR SERIES TRUST | $24,591 | 0.0% | +0% | — |
| 274 | — | FIRST TR EXCHANGE TRADED FD | $24,295 | 0.0% | +0% | — |
| 275 | — | GLOBAL X FDS | $24,180 | 0.0% | +0% | — |
| 276 | — | RBB FD INC | $23,980 | 0.0% | NEW | — |
| 277 | — | ISHARES TR | $22,766 | 0.0% | -21% | — |
| 278 | — | ISHARES TR | $22,612 | 0.0% | -63% | — |
| 279 | — | ISHARES TR | $22,265 | 0.0% | +40% | — |
| 280 | — | ISHARES TR | $21,544 | 0.0% | -96% | — |
| 281 | — | SIMPLIFY EXCHANGE TRADED FUN | $21,298 | 0.0% | NEW | — |
| 282 | — | ISHARES TR | $19,463 | 0.0% | +0% | — |
| 283 | — | VANGUARD INTL EQUITY INDEX F | $19,289 | 0.0% | +0% | — |
| 284 | — | ISHARES TR | $18,972 | 0.0% | -19% | — |
| 285 | — | FIRST TR EXCH TRADED FD III | $18,405 | 0.0% | -95% | — |
| 286 | — | ISHARES TR | $17,683 | 0.0% | -99% | — |
| 287 | $IVZ | Invesco Ltd. | $16,713 | 0.0% | +0% | — |
| 288 | — | RBB FD INC | $16,493 | 0.0% | NEW | — |
| 289 | — | SPDR SERIES TRUST | $15,150 | 0.0% | -77% | — |
| 290 |  $SM | SM Energy Co | $14,548 | 0.0% | NEW | 66.6 |
| 291 | — | PACER FDS TR | $14,049 | 0.0% | +0% | — |
| 292 | — | ETF OPPORTUNITIES TRUST | $13,310 | 0.0% | -94% | — |
| 293 | — | ISHARES TR | $11,654 | 0.0% | +1733% | — |
| 294 | — | ISHARES TR | $11,386 | 0.0% | +0% | — |
| 295 | — | SPDR SERIES TRUST | $11,306 | 0.0% | +121% | — |
| 296 | — | AMERICAN CENTY ETF TR | $11,205 | 0.0% | +0% | — |
| 297 | — | SPDR SERIES TRUST | $11,195 | 0.0% | +0% | — |
| 298 | — | ISHARES TR | $10,656 | 0.0% | -99% | — |
| 299 | — | VANGUARD WORLD FD | $10,611 | 0.0% | +0% | — |
| 300 | $BKKT | Bakkt, Inc. | $10,547 | 0.0% | +0% | 48 |
| 301 | $GS | GOLDMAN SACHS GROUP INC | $9,715 | 0.0% | +0% | — |
| 302 | — | SPDR SERIES TRUST | $9,662 | 0.0% | +0% | — |
| 303 |  $SNPS | SYNOPSYS INC | $9,285 | 0.0% | -44% | 63.1 |
| 304 | — | SPDR SERIES TRUST | $9,254 | 0.0% | -32% | — |
| 305 | — | ISHARES TR | $9,244 | 0.0% | +0% | — |
| 306 | — | SPDR SERIES TRUST | $9,152 | 0.0% | +0% | — |
| 307 | — | ISHARES TR | $8,654 | 0.0% | +0% | — |
| 308 | — | SPDR SERIES TRUST | $8,642 | 0.0% | -18% | — |
| 309 | — | ISHARES TR | $8,500 | 0.0% | +23% | — |
| 310 | — | J P MORGAN EXCHANGE TRADED F | $7,680 | 0.0% | +0% | — |
| 311 | — | CALAMOS ETF TR | $7,542 | 0.0% | NEW | — |
| 312 | — | ETF OPPORTUNITIES TRUST | $7,218 | 0.0% | -97% | — |
| 313 |  $NOTV | Inotiv, Inc. | $7,167 | 0.0% | +2% | 29.3 |
| 314 | — | ISHARES TR | $6,408 | 0.0% | +0% | — |
| 315 | — | SPDR INDEX SHS FDS | $6,384 | 0.0% | +25% | — |
| 316 | — | FIRST TR EXCHANGE-TRADED FD | $6,268 | 0.0% | -71% | — |
| 317 | — | VANECK ETF TRUST | $6,232 | 0.0% | +21% | — |
| 318 | — | ISHARES TR | $6,197 | 0.0% | +0% | — |
| 319 | — | ISHARES TR | $6,161 | 0.0% | -99% | — |
| 320 | — | VANECK ETF TRUST | $6,139 | 0.0% | -95% | — |
| 321 | — | VANGUARD WORLD FD | $5,744 | 0.0% | +0% | — |
| 322 | — | ISHARES TR | $5,623 | 0.0% | +27% | — |
| 323 | — | SPDR SERIES TRUST | $5,588 | 0.0% | +0% | — |
| 324 | — | CALAMOS ETF TR | $5,483 | 0.0% | NEW | — |
| 325 | — | J P MORGAN EXCHANGE TRADED F | $5,458 | 0.0% | -63% | — |
| 326 | — | ISHARES TR | $5,439 | 0.0% | +0% | — |
| 327 | — | SIMPLIFY EXCHANGE TRADED FUN | $5,386 | 0.0% | NEW | — |
| 328 | — | ISHARES TR | $5,335 | 0.0% | +0% | — |
| 329 | — | SPDR SERIES TRUST | $5,307 | 0.0% | +26% | — |
| 330 | — | ISHARES TR | $5,076 | 0.0% | +27% | — |
| 331 | — | FIRST TR EXCHANGE TRADED FD | $5,028 | 0.0% | -88% | — |
| 332 | — | GLOBAL X FDS | $4,984 | 0.0% | +24% | — |
| 333 | $IVZ | Invesco Ltd. | $4,936 | 0.0% | +1% | — |
| 334 | — | ISHARES TR | $4,790 | 0.0% | +1% | — |
| 335 | $IVZ | Invesco Ltd. | $4,597 | 0.0% | +37% | — |
| 336 | — | PACER FDS TR | $4,487 | 0.0% | +0% | — |
| 337 | $IVZ | Invesco Ltd. | $4,434 | 0.0% | +0% | — |
| 338 | $GS | GOLDMAN SACHS GROUP INC | $3,868 | 0.0% | +0% | — |
| 339 | — | SPDR INDEX SHS FDS | $3,799 | 0.0% | +0% | — |
| 340 | — | ISHARES TR | $3,498 | 0.0% | -63% | — |
| 341 | — | ISHARES TR | $3,477 | 0.0% | -84% | — |
| 342 | — | ISHARES TR | $3,265 | 0.0% | +0% | — |
| 343 | $IVZ | Invesco Ltd. | $1,981 | 0.0% | +0% | — |
| 344 | — | ISHARES TR | $1,732 | 0.0% | +0% | — |
| 345 | — | INVESCO EXCHANGE TRADED FD T | $1,579 | 0.0% | -100% | — |
| 346 | — | SIMPLIFY EXCHANGE TRADED FUN | $1,316 | 0.0% | NEW | — |
| 347 | — | AMERICAN CENTY ETF TR | $886 | 0.0% | +0% | — |
| 348 | — | AMPLIFY ETF TR | $599 | 0.0% | NEW | — |
| 349 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $591 | 0.0% | -100% | — |
| 350 | — | ISHARES TR | $528 | 0.0% | -100% | — |
| 351 | — | SPDR SERIES TRUST | $517 | 0.0% | +0% | — |
| 352 | — | ISHARES TR | $512 | 0.0% | +0% | — |
| 353 | $GS | GOLDMAN SACHS GROUP INC | $426 | 0.0% | +0% | — |
| 354 | — | ISHARES TR | $376 | 0.0% | +33% | — |
| 355 | — | ISHARES TR | $306 | 0.0% | +0% | — |
| 356 | — | SPDR SERIES TRUST | $227 | 0.0% | +0% | — |
| 357 | — | VANGUARD INTL EQUITY INDEX F | $133 | 0.0% | +50% | — |
| 358 | — | FIRST TR EXCHANGE-TRADED FD | $74 | 0.0% | +0% | — |
| 359 | — | ISHARES TR | $69 | 0.0% | +0% | — |
| 360 | — | FIRST TR EXCHANGE-TRADED FD | $54 | 0.0% | +0% | — |
| 361 | — | FIRST TR EXCHANGE-TRADED FD | $51 | 0.0% | -100% | — |
| 362 | — | FIRST TR EXCHANGE-TRADED FD | $47 | 0.0% | -100% | — |
| 363 | — | FIRST TR EXCHANGE-TRADED FD | $46 | 0.0% | -100% | — |
| 364 | — | FIRST TR EXCHANGE-TRADED FD | $38 | 0.0% | NEW | — |
| 365 | — | FIRST TR EXCHANGE-TRADED FD | $33 | 0.0% | +0% | — |
| 366 | — | ISHARES TR | $25 | 0.0% | NEW | — |
| 367 | $GS | GOLDMAN SACHS GROUP INC | $16 | 0.0% | NEW | — |
New Positions (36)
AMPLIFY ETF TR$3.9M
$AMGN AMGEN INC$1.2M$TPL Texas Pacific Land Corp$1.1M$APD Air Products & Chemicals, Inc.$1.1M$OKE ONEOK INC /NEW/$1.1M$NOC NORTHROP GRUMMAN CORP /DE/$1.1M$PKG PACKAGING CORP OF AMERICA$974,514$PPG PPG INDUSTRIES INC$929,010$GLDM World Gold Trust$699,068 LISTED FDS TR$612,382
$YOU Clear Secure, Inc.$266,063$KMI KINDER MORGAN, INC.$241,701$GNRC GENERAC HOLDINGS INC.$228,927$PSX Phillips 66$213,174$CME CME GROUP INC.$207,674Exited Positions (28)
$OXLC Oxford Lane Capital Corp.
$LRCX LAM RESEARCH CORP
$AXON AXON ENTERPRISE, INC.
$EXPE Expedia Group, Inc.
$PANW Palo Alto Networks Inc$AAPLPUT Apple Inc.
$SPGI S&P Global Inc.
$EMR EMERSON ELECTRIC CO
$SOFI SoFi Technologies, Inc. CAPITAL GROUP DIVIDEND VALUE
ETF SER SOLUTIONS
VANGUARD TAX-MANAGED FDS
$MAR MARRIOTT INTERNATIONAL INC /MD/
$WDC WESTERN DIGITAL CORP
$BLK BlackRock, Inc.Browse Top Institutional Investors
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