1900 WEALTH MANAGEMENT LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1791996
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.6B
Holdings
253
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
1900 WEALTH MANAGEMENT LLC disclosed 253 positions worth $1.6B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 19 new positions and exited 10 — including a new stake in $EOG. The portfolio is most concentrated in Other (86.2% of disclosed assets). All figures are sourced directly from 1900 WEALTH MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1791996.
AI Fund Analysis
StableSPDR SERIES TRUST
29.6% weight
Held 9 quarters
JANUS DETROIT STR TR
8.0% weight
Held 9 quarters
VICTORY PORTFOLIOS II
6.1% weight
Held 9 quarters
J P MORGAN EXCHANGE TRADED
4.5% weight
Held 9 quarters
DIMENSIONAL ETF TRUST
3.6% weight
Held 9 quarters
SPDR SERIES TRUST
5 quarters accumulating
VICTORY PORTFOLIOS II
5 quarters accumulating
J P MORGAN EXCHANGE TRADED
5 quarters accumulating
SPDR SERIES TRUST
5 quarters accumulating
$BRK-A5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyEnergyIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST
—Quality
$461.2M6,025,725 shJANUS DETROIT STR TR
—Quality
$124.0M2,456,749 shVICTORY PORTFOLIOS II
—Quality
$95.4M4,379,480 shJ P MORGAN EXCHANGE TRADED F
—Quality
$70.3M1,405,829 shDIMENSIONAL ETF TRUST
—Quality
$55.9M788,008 shISHARES TR
—Quality
$45.2M69,133 shSPDR SERIES TRUST
—Quality
$44.8M756,760 shISHARES TR
—Quality
$36.8M192,031 shISHARES TR
—Quality
$31.9M132,730 shVANGUARD TAX-MANAGED FDS
—Quality
$29.6M462,616 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $461.2M | 6,025,725 |
| JANUS DETROIT STR TR | — | $124.0M | 2,456,749 |
| VICTORY PORTFOLIOS II | — | $95.4M | 4,379,480 |
| J P MORGAN EXCHANGE TRADED F | — | $70.3M | 1,405,829 |
| DIMENSIONAL ETF TRUST | — | $55.9M | 788,008 |
| ISHARES TR | — | $45.2M | 69,133 |
| SPDR SERIES TRUST | — | $44.8M | 756,760 |
| ISHARES TR | — | $36.8M | 192,031 |
| ISHARES TR | — | $31.9M | 132,730 |
| VANGUARD TAX-MANAGED FDS | — | $29.6M | 462,616 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of 1900 WEALTH MANAGEMENT LLC's 253 positions.
Showing top 10 of 253 holdings.
Sector Allocation
Other
$1.3B
Financials
$88.2M
Technology
$57.3M
Energy
$17.1M
Industrials
$16.3M
Consumer Discretionary
$11.5M
Healthcare
$11.3M
Materials
$7.9M
Full Holdings — 1900 WEALTH MANAGEMENT LLC (Q1 2026)
All 253 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 | — | SPDR SERIES TRUST | $461.2M | 29.6% | +1% | — |
| 2 | — | JANUS DETROIT STR TR | $124.0M | 8.0% | +1% | — |
| 3 | — | VICTORY PORTFOLIOS II | $95.4M | 6.1% | +2% | — |
| 4 | — | J P MORGAN EXCHANGE TRADED F | $70.3M | 4.5% | +13% | — |
| 5 | — | DIMENSIONAL ETF TRUST | $55.9M | 3.6% | +4% | — |
| 6 | — | ISHARES TR | $45.2M | 2.9% | +0% | — |
| 7 | — | SPDR SERIES TRUST | $44.8M | 2.9% | +2% | — |
| 8 | — | ISHARES TR | $36.8M | 2.4% | -0% | — |
| 9 | — | ISHARES TR | $31.9M | 2.0% | -1% | — |
| 10 | — | VANGUARD TAX-MANAGED FDS | $29.6M | 1.9% | -1% | — |
| 11 | — | GOLDMAN SACHS ETF TR | $25.5M | 1.6% | +0% | — |
| 12 | — | DIMENSIONAL ETF TRUST | $24.6M | 1.6% | -1% | — |
| 13 | — | VANGUARD SCOTTSDALE FDS | $21.4M | 1.4% | +1% | — |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $14.6M | 0.9% | +469% | 64.5 |
| 15 |  $IDCC | InterDigital, Inc. | $13.6M | 0.9% | -0% | 76.2 |
| 16 | — | ISHARES TR | $13.6M | 0.9% | -10% | — |
| 17 | — | SCHWAB STRATEGIC TR | $11.9M | 0.8% | +0% | — |
| 18 |  $GS | GOLDMAN SACHS GROUP INC | $11.4M | 0.7% | -1% | — |
| 19 | — | ISHARES TR | $10.8M | 0.7% | +0% | — |
| 20 | $GS | GOLDMAN SACHS GROUP INC | $10.1M | 0.7% | -0% | — |
| 21 | — | DIMENSIONAL ETF TRUST | $9.4M | 0.6% | -0% | — |
| 22 |  $AAPL | Apple Inc. | $9.3M | 0.6% | -2% | 76.1 |
| 23 | — | VANGUARD SCOTTSDALE FDS | $9.2M | 0.6% | +0% | — |
| 24 | — | VANGUARD INDEX FDS | $8.9M | 0.6% | +7% | — |
| 25 | — | ISHARES TR | $8.8M | 0.6% | -1% | — |
| 26 | — | ISHARES TR | $8.8M | 0.6% | -0% | — |
| 27 | — | VANGUARD INDEX FDS | $8.8M | 0.6% | -1% | — |
| 28 | — | VANGUARD INDEX FDS | $8.3M | 0.5% | -1% | — |
| 29 |  $TPL | Texas Pacific Land Corp | $8.3M | 0.5% | +0% | 79.1 |
| 30 | — | SPDR SERIES TRUST | $8.0M | 0.5% | -4% | — |
| 31 |  $IVZ | Invesco Ltd. | $7.5M | 0.5% | -0% | — |
| 32 | — | ISHARES TR | $7.1M | 0.5% | +5% | — |
| 33 |  $SPY | SPDR S&P 500 ETF TRUST | $7.0M | 0.5% | +0% | — |
| 34 |  $XOM | EXXON MOBIL CORP | $6.9M | 0.4% | +3% | 61.8 |
| 35 | — | DIMENSIONAL ETF TRUST | $6.9M | 0.4% | -3% | — |
| 36 | — | VANGUARD INDEX FDS | $6.8M | 0.4% | -0% | — |
| 37 | — | DIMENSIONAL ETF TRUST | $6.5M | 0.4% | -2% | — |
| 38 | — | INVESCO EXCH TRD SLF IDX FD | $6.5M | 0.4% | -0% | — |
| 39 | — | VANGUARD INTL EQUITY INDEX F | $6.3M | 0.4% | +7% | — |
| 40 |  $BRK.A | BERKSHIRE HATHAWAY INC | $5.7M | 0.4% | +0% | 64.5 |
| 41 |  $WT | WisdomTree, Inc. | $5.6M | 0.4% | +0% | 62.9 |
| 42 |  $MSFT | MICROSOFT CORP | $5.5M | 0.3% | +3% | 83.7 |
| 43 | — | ISHARES TR | $5.5M | 0.3% | -2% | — |
| 44 |  $AMZN | AMAZON COM INC | $5.4M | 0.3% | -5% | 74.6 |
| 45 | — | J P MORGAN EXCHANGE TRADED F | $5.3M | 0.3% | -3% | — |
| 46 | — | ISHARES TR | $5.3M | 0.3% | -0% | — |
| 47 | — | DIMENSIONAL ETF TRUST | $5.3M | 0.3% | -0% | — |
| 48 | — | VANGUARD MUN BD FDS | $5.3M | 0.3% | +3% | — |
| 49 | — | ISHARES TR | $5.1M | 0.3% | -4% | — |
| 50 |  $CSW | CSW INDUSTRIALS, INC. | $4.8M | 0.3% | +0% | 64.1 |
| 51 | $IVZ | Invesco Ltd. | $4.7M | 0.3% | +7% | — |
| 52 |  $GOOGL | Alphabet Inc. | $4.3M | 0.3% | +1% | 80.2 |
| 53 | — | ISHARES TR | $4.2M | 0.3% | -0% | — |
| 54 | — | SPDR SERIES TRUST | $4.1M | 0.3% | -3% | — |
| 55 | — | ISHARES TR | $4.0M | 0.3% | +7% | — |
| 56 | — | VANGUARD INDEX FDS | $4.0M | 0.3% | +0% | — |
| 57 |  $ET | Energy Transfer LP | $4.0M | 0.3% | +0% | 64.5 |
| 58 |  $CAT | CATERPILLAR INC | $3.9M | 0.3% | +1% | 67.8 |
| 59 | — | ISHARES TR | $3.9M | 0.3% | -0% | — |
| 60 | — | VANGUARD WORLD FD | $3.6M | 0.2% | +0% | — |
| 61 |  $GOOG | Alphabet Inc. | $3.5M | 0.2% | -3% | 80.2 |
| 62 | — | SCHWAB STRATEGIC TR | $3.4M | 0.2% | +0% | — |
| 63 | — | VANGUARD WORLD FD | $3.3M | 0.2% | -1% | — |
| 64 | $GS | GOLDMAN SACHS GROUP INC | $3.0M | 0.2% | -7% | — |
| 65 | — | ISHARES TR | $2.9M | 0.2% | +28% | — |
| 66 | — | VANGUARD WHITEHALL FDS | $2.8M | 0.2% | +7% | — |
| 67 | — | VANGUARD SCOTTSDALE FDS | $2.7M | 0.2% | +1% | — |
| 68 | — | SCHWAB STRATEGIC TR | $2.7M | 0.2% | +0% | — |
| 69 |  $NVDA | NVIDIA CORP | $2.7M | 0.2% | -11% | 90.2 |
| 70 |  $TSLA | Tesla, Inc. | $2.4M | 0.1% | +6% | 50.1 |
| 71 | — | VANGUARD ADMIRAL FDS INC | $2.3M | 0.1% | -1% | — |
| 72 | — | ISHARES TR | $2.2M | 0.1% | +10% | — |
| 73 | — | ISHARES TR | $2.2M | 0.1% | +0% | — |
| 74 |  $JPM | JPMORGAN CHASE & CO | $2.2M | 0.1% | -15% | 35.6 |
| 75 |  $AVGO | Broadcom Inc. | $2.1M | 0.1% | -18% | 86.4 |
| 76 |  $JNJ | JOHNSON & JOHNSON | $2.1M | 0.1% | +2% | 72.8 |
| 77 | — | ISHARES INC | $2.0M | 0.1% | -4% | — |
| 78 | — | FIRST TR EXCHANGE-TRADED FD | $1.9M | 0.1% | -0% | — |
| 79 | — | DIMENSIONAL ETF TRUST | $1.9M | 0.1% | -1% | — |
| 80 |  $HD | HOME DEPOT, INC. | $1.7M | 0.1% | -8% | 69.2 |
| 81 | — | INVESCO EXCH TRADED FD TR II | $1.6M | 0.1% | +0% | — |
| 82 | — | J P MORGAN EXCHANGE TRADED F | $1.6M | 0.1% | -12% | — |
| 83 |  $WMT | Walmart Inc. | $1.6M | 0.1% | +0% | 63.2 |
| 84 | — | ISHARES U S ETF TR | $1.5M | 0.1% | +0% | — |
| 85 | $IVZ | Invesco Ltd. | $1.5M | 0.1% | +0% | — |
| 86 | — | DIMENSIONAL ETF TRUST | $1.5M | 0.1% | -40% | — |
| 87 | — | SCHWAB STRATEGIC TR | $1.5M | 0.1% | +0% | — |
| 88 |  $ABBV | AbbVie Inc. | $1.4M | 0.1% | -11% | 59.3 |
| 89 |  $SNPS | SYNOPSYS INC | $1.4M | 0.1% | -1% | 63.1 |
| 90 | — | SELECT SECTOR SPDR TR | $1.4M | 0.1% | +3% | — |
| 91 |  $V | VISA INC. | $1.4M | 0.1% | -4% | 83.5 |
| 92 |  $LLY | ELI LILLY & Co | $1.4M | 0.1% | +6% | 89.3 |
| 93 | — | SPDR SERIES TRUST | $1.3M | 0.1% | +0% | — |
| 94 |  $ALPS | Alps Group Inc | $1.3M | 0.1% | +0% | — |
| 95 | — | VANGUARD SCOTTSDALE FDS | $1.3M | 0.1% | +0% | — |
| 96 |  $ADBE | ADOBE INC. | $1.3M | 0.1% | -7% | 80.4 |
| 97 |  $ETSY | ETSY INC | $1.3M | 0.1% | +0% | 50.4 |
| 98 |  $MCD | MCDONALDS CORP | $1.3M | 0.1% | +35% | 73.9 |
| 99 | — | ISHARES TR | $1.3M | 0.1% | -2% | — |
| 100 |  $CFR | CULLEN/FROST BANKERS, INC. | $1.2M | 0.1% | -7% | 66.5 |
| 101 |  $CVX | CHEVRON CORP | $1.2M | 0.1% | -2% | 54.7 |
| 102 | — | ISHARES TR | $1.2M | 0.1% | -0% | — |
| 103 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.2M | 0.1% | +1% | — |
| 104 |  $MLM | MARTIN MARIETTA MATERIALS INC | $1.1M | 0.1% | -13% | 67.6 |
| 105 |  $PG | PROCTER & GAMBLE Co | $1.1M | 0.1% | +14% | 72.9 |
| 106 |  $PM | Philip Morris International Inc. | $1.1M | 0.1% | +0% | 80.5 |
| 107 | — | SPDR SERIES TRUST | $1.1M | 0.1% | +0% | — |
| 108 | — | ISHARES TR | $1.0M | 0.1% | +0% | — |
| 109 |  $PHM | PULTEGROUP INC/MI/ | $1.0M | 0.1% | +0% | 65.1 |
| 110 |  $LUV | SOUTHWEST AIRLINES CO | $1.0M | 0.1% | +0% | 51.1 |
| 111 |  $ASML | ASML HOLDING NV | $978,736 | 0.1% | -16% | — |
| 112 | — | GLOBAL X FDS | $972,772 | 0.1% | -1% | — |
| 113 |  $EOG | EOG RESOURCES INC | $970,065 | 0.1% | NEW | 71.1 |
| 114 | $IVZ | Invesco Ltd. | $958,730 | 0.1% | -2% | — |
| 115 |  $NVS | NOVARTIS AG | $939,871 | 0.1% | +4% | — |
| 116 |  $DE | DEERE & CO | $889,941 | 0.1% | -0% | 57.4 |
| 117 |  $EFX | EQUIFAX INC | $862,751 | 0.1% | +9% | 69.4 |
| 118 | — | SPDR SERIES TRUST | $861,896 | 0.1% | +0% | — |
| 119 |  $COST | COSTCO WHOLESALE CORP /NEW | $852,044 | 0.1% | +53% | 67 |
| 120 |  $GLW | CORNING INC /NY | $837,712 | 0.1% | -26% | 72.7 |
| 121 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $836,407 | 0.1% | -2% | — |
| 122 |  $MRK | Merck & Co., Inc. | $810,447 | 0.1% | -5% | 70.9 |
| 123 |  $SHEL | Shell plc | $784,170 | 0.1% | +1% | — |
| 124 | — | VANGUARD SCOTTSDALE FDS | $780,257 | 0.1% | -7% | — |
| 125 |  $SBR | SABINE ROYALTY TRUST | $772,787 | 0.1% | +74% | — |
| 126 | — | VANGUARD INDEX FDS | $768,908 | 0.1% | +0% | — |
| 127 |  $WFC | WELLS FARGO & COMPANY/MN | $763,250 | 0.1% | -3% | — |
| 128 |  $MU | MICRON TECHNOLOGY INC | $761,873 | 0.1% | +33% | 88.4 |
| 129 |  $HON | HONEYWELL INTERNATIONAL INC | $755,393 | 0.1% | +14% | 65.7 |
| 130 |  $STT | STATE STREET CORP | $746,700 | 0.1% | +2% | 61.5 |
| 131 | — | ISHARES TR | $745,353 | 0.1% | +0% | — |
| 132 |  $KMI | KINDER MORGAN, INC. | $721,901 | 0.1% | +50% | 74.6 |
| 133 |  $GE | GENERAL ELECTRIC CO | $717,379 | 0.1% | +140% | 74.8 |
| 134 |  $ADSK | Autodesk, Inc. | $710,540 | 0.1% | -9% | 76.4 |
| 135 |  $RTX | RTX Corp | $710,065 | 0.1% | +189% | 70 |
| 136 |  $NSC | NORFOLK SOUTHERN CORP | $709,464 | 0.1% | +0% | 70.8 |
| 137 | $GS | GOLDMAN SACHS GROUP INC | $702,693 | 0.1% | +2% | — |
| 138 |  $FFIN | FIRST FINANCIAL BANKSHARES INC | $701,470 | 0.1% | +1% | — |
| 139 | — | SCHWAB STRATEGIC TR | $691,273 | 0.0% | +13% | — |
| 140 | — | ISHARES TR | $678,549 | 0.0% | -1% | — |
| 141 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $674,917 | 0.0% | -3% | 63.7 |
| 142 | — | VANGUARD SCOTTSDALE FDS | $663,501 | 0.0% | +9% | — |
| 143 |  $PFE | PFIZER INC | $645,143 | 0.0% | +8% | 69 |
| 144 |  $ORCL | ORACLE CORP | $635,876 | 0.0% | -10% | 67.2 |
| 145 |  $ICLR | ICON PLC | $635,632 | 0.0% | +136% | — |
| 146 | — | VANGUARD INDEX FDS | $618,132 | 0.0% | +0% | — |
| 147 |  $BNS | BANK OF NOVA SCOTIA | $617,067 | 0.0% | -2% | — |
| 148 |  $T | AT&T INC. | $605,318 | 0.0% | +40% | 71.9 |
| 149 | — | ISHARES TR | $602,845 | 0.0% | +0% | — |
| 150 |  $CME | CME GROUP INC. | $591,304 | 0.0% | +0% | 74.5 |
| 151 |  $COP | CONOCOPHILLIPS | $591,228 | 0.0% | NEW | 74.8 |
| 152 |  $ANET | Arista Networks, Inc. | $587,135 | 0.0% | +12% | 86 |
| 153 |  $WMB | WILLIAMS COMPANIES, INC. | $584,570 | 0.0% | +108% | 72.8 |
| 154 | — | DIMENSIONAL ETF TRUST | $579,068 | 0.0% | +0% | — |
| 155 |  $TRMB | TRIMBLE INC. | $571,350 | 0.0% | -15% | 52.1 |
| 156 | — | ISHARES TR | $551,415 | 0.0% | +1% | — |
| 157 | — | ISHARES TR | $545,139 | 0.0% | +0% | — |
| 158 |  $PEP | PEPSICO INC | $542,209 | 0.0% | +21% | 62.7 |
| 159 |  $LMT | LOCKHEED MARTIN CORP | $539,508 | 0.0% | +32% | 65 |
| 160 |  $UNP | UNION PACIFIC CORP | $538,374 | 0.0% | +0% | 74 |
| 161 | — | VANGUARD ADMIRAL FDS INC | $529,531 | 0.0% | +3% | — |
| 162 |  $META | Meta Platforms, Inc. | $529,221 | 0.0% | -22% | 80.9 |
| 163 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $528,482 | 0.0% | +0% | 69.4 |
| 164 |  $KO | COCA COLA CO | $518,992 | 0.0% | -17% | 74 |
| 165 | $IVZ | Invesco Ltd. | $518,695 | 0.0% | +0% | — |
| 166 |  $CMI | CUMMINS INC | $494,441 | 0.0% | -4% | 58.9 |
| 167 | — | ISHARES TR | $494,405 | 0.0% | +0% | — |
| 168 |  $__PARK_1390777 | Bank of New York Mellon Corp | $493,027 | 0.0% | +3% | 36.7 |
| 169 | $IVZ | Invesco Ltd. | $481,129 | 0.0% | +0% | — |
| 170 |  $IDXX | IDEXX LABORATORIES INC /DE | $479,293 | 0.0% | +0% | 73.6 |
| 171 |  $KLAC | KLA CORP | $475,589 | 0.0% | -21% | 84.4 |
| 172 |  $INFQ | Infleqtion, Inc. | $470,037 | 0.0% | NEW | — |
| 173 |  $QCOM | QUALCOMM INC/DE | $468,116 | 0.0% | -1% | 81.9 |
| 174 |  $NKE | NIKE, Inc. | $459,956 | 0.0% | +17% | 53.4 |
| 175 |  $UL | UNILEVER PLC | $456,843 | 0.0% | -1% | — |
| 176 |  $GEV | GE Vernova Inc. | $451,291 | 0.0% | NEW | 70.1 |
| 177 |  $ROP | ROPER TECHNOLOGIES INC | $445,864 | 0.0% | +13% | 72.2 |
| 178 |  $ABEV | AMBEV S.A. | $445,633 | 0.0% | +40% | — |
| 179 |  $ROK | ROCKWELL AUTOMATION, INC | $437,507 | 0.0% | -17% | 68.2 |
| 180 |  $UBER | Uber Technologies, Inc | $436,184 | 0.0% | +3% | 79.3 |
| 181 |  $KNTK | Kinetik Holdings Inc. | $434,819 | 0.0% | +0% | 56.7 |
| 182 | — | VANGUARD ADMIRAL FDS INC | $429,454 | 0.0% | +0% | — |
| 183 |  $MPC | Marathon Petroleum Corp | $427,639 | 0.0% | +0% | 50.7 |
| 184 |  $GLD | SPDR GOLD TRUST | $427,278 | 0.0% | -11% | — |
| 185 |  $CSWC | CAPITAL SOUTHWEST CORP | $404,177 | 0.0% | +0% | — |
| 186 |  $DHR | DANAHER CORP /DE/ | $403,980 | 0.0% | -15% | 63.9 |
| 187 |  $AXP | AMERICAN EXPRESS CO | $389,898 | 0.0% | +2% | 73.2 |
| 188 |  $DUK | Duke Energy CORP | $387,969 | 0.0% | +0% | 64 |
| 189 |  $CSCO | CISCO SYSTEMS, INC. | $386,674 | 0.0% | +4% | 72.3 |
| 190 |  $ABT | ABBOTT LABORATORIES | $380,569 | 0.0% | -26% | 67 |
| 191 |  $FITB | FIFTH THIRD BANCORP | $367,521 | 0.0% | NEW | — |
| 192 | — | PIMCO ETF TR | $366,948 | 0.0% | +0% | — |
| 193 |  $MO | ALTRIA GROUP, INC. | $363,143 | 0.0% | +3% | 72.1 |
| 194 | — | SELECT SECTOR SPDR TR | $359,936 | 0.0% | +3% | — |
| 195 |  $NEM | NEWMONT Corp /DE/ | $353,978 | 0.0% | +9% | 88.3 |
| 196 | — | ISHARES TR | $352,010 | 0.0% | +0% | — |
| 197 | — | ISHARES TR | $350,046 | 0.0% | -36% | — |
| 198 | — | ISHARES TR | $348,552 | 0.0% | -31% | — |
| 199 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $344,308 | 0.0% | +1% | 68.8 |
| 200 | — | ISHARES TR | $341,682 | 0.0% | +767% | — |
| 201 | — | J P MORGAN EXCHANGE TRADED F | $340,420 | 0.0% | -0% | — |
| 202 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $337,296 | 0.0% | -9% | 66.5 |
| 203 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $334,995 | 0.0% | +0% | — |
| 204 | — | SELECT SECTOR SPDR TR | $328,639 | 0.0% | +13% | — |
| 205 |  $TRV | TRAVELERS COMPANIES, INC. | $324,932 | 0.0% | NEW | 71.5 |
| 206 |  $FELE | FRANKLIN ELECTRIC CO INC | $323,149 | 0.0% | +3% | 54.1 |
| 207 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $321,774 | 0.0% | -16% | 74.4 |
| 208 |  $ADP | AUTOMATIC DATA PROCESSING INC | $317,165 | 0.0% | -23% | 77.9 |
| 209 | — | VANGUARD BD INDEX FDS | $315,608 | 0.0% | +1% | — |
| 210 | — | LISTED FDS TR | $314,904 | 0.0% | +0% | — |
| 211 |  $FCX | FREEPORT-MCMORAN INC | $309,983 | 0.0% | NEW | 73.1 |
| 212 |  $EMR | EMERSON ELECTRIC CO | $309,601 | 0.0% | -29% | 65.9 |
| 213 | — | ISHARES TR | $307,803 | 0.0% | +7% | — |
| 214 |  $KR | KROGER CO | $304,353 | 0.0% | +3% | 51.1 |
| 215 | — | PGIM ETF TR | $301,191 | 0.0% | +1% | — |
| 216 |  $BSTZ | BlackRock Science & Technology Term Trust | $299,557 | 0.0% | +0% | — |
| 217 | — | VANGUARD WORLD FD | $292,482 | 0.0% | +0% | — |
| 218 | — | ISHARES TR | $291,156 | 0.0% | +0% | — |
| 219 |  $RVTY | REVVITY, INC. | $287,361 | 0.0% | +0% | 52.4 |
| 220 |  $ADI | ANALOG DEVICES INC | $286,505 | 0.0% | +1% | 76.2 |
| 221 | — | GLOBAL X FDS | $283,813 | 0.0% | -65% | — |
| 222 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $278,749 | 0.0% | +48% | 66.7 |
| 223 | — | ISHARES TR | $277,833 | 0.0% | +0% | — |
| 224 |  $NVO | NOVO NORDISK A S | $274,340 | 0.0% | +18% | — |
| 225 |  $DIS | Walt Disney Co | $273,980 | 0.0% | +21% | 68.9 |
| 226 |  $BMY | BRISTOL MYERS SQUIBB CO | $269,590 | 0.0% | NEW | 70.1 |
| 227 |  $TJX | TJX COMPANIES INC /DE/ | $268,972 | 0.0% | NEW | 70.7 |
| 228 |  $ISRG | INTUITIVE SURGICAL INC | $267,375 | 0.0% | +25% | 81.4 |
| 229 | — | T ROWE PRICE ETF INC | $262,522 | 0.0% | -1% | — |
| 230 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $261,217 | 0.0% | NEW | 71.5 |
| 231 |  $DEO | DIAGEO PLC | $253,800 | 0.0% | -1% | — |
| 232 |  $KKR | KKR & Co. Inc. | $253,543 | 0.0% | +60% | 49.8 |
| 233 |  $JCI | Johnson Controls International plc | $248,674 | 0.0% | NEW | — |
| 234 |  $IAU | ISHARES GOLD TRUST | $247,113 | 0.0% | +0% | — |
| 235 | — | ISHARES TR | $245,223 | 0.0% | +0% | — |
| 236 | — | PIMCO ETF TR | $244,871 | 0.0% | +12% | — |
| 237 |  $DCI | DONALDSON Co INC | $244,766 | 0.0% | +0% | 64.7 |
| 238 |  $BP | BP PLC | $239,042 | 0.0% | NEW | — |
| 239 |  $AKAM | AKAMAI TECHNOLOGIES INC | $237,510 | 0.0% | NEW | 62 |
| 240 |  $SYK | STRYKER CORP | $233,957 | 0.0% | NEW | 69.8 |
| 241 |  $AMAT | APPLIED MATERIALS INC /DE | $232,360 | 0.0% | NEW | 74.8 |
| 242 | — | ISHARES TR | $229,236 | 0.0% | +476% | — |
| 243 | — | ISHARES TR | $228,570 | 0.0% | +445% | — |
| 244 | — | ISHARES TR | $227,912 | 0.0% | +439% | — |
| 245 | — | ISHARES TR | $213,318 | 0.0% | +0% | — |
| 246 |  $VLO | VALERO ENERGY CORP/TX | $211,506 | 0.0% | NEW | 51.4 |
| 247 |  $MMM | 3M CO | $207,970 | 0.0% | NEW | 60.7 |
| 248 |  $AMD | ADVANCED MICRO DEVICES INC | $204,448 | 0.0% | +5% | 78.8 |
| 249 |  $CRM | Salesforce, Inc. | $203,025 | 0.0% | -16% | 75.2 |
| 250 | — | GLOBAL X FDS | $192,610 | 0.0% | -1% | — |
| 251 |  $PCG | PG&E Corp | $181,376 | 0.0% | NEW | 59.3 |
| 252 | — | BRAND ENGAGEMENT NETWORK INC | $26,016 | 0.0% | NEW | — |
| 253 |  $NAK | NORTHERN DYNASTY MINERALS LTD | $15,419 | 0.0% | +5% | — |
New Positions (19)
$EOG EOG RESOURCES INC$970,065$COP CONOCOPHILLIPS$591,228$INFQ Infleqtion, Inc.$470,037$GEV GE Vernova Inc.$451,291$FITB FIFTH THIRD BANCORP$367,521$TRV TRAVELERS COMPANIES, INC.$324,932$FCX FREEPORT-MCMORAN INC$309,983$BMY BRISTOL MYERS SQUIBB CO$269,590$TJX TJX COMPANIES INC /DE/$268,972$MRSH MARSH & MCLENNAN COMPANIES, INC.$261,217$JCI Johnson Controls International plc$248,674$BP BP PLC$239,042$AKAM AKAMAI TECHNOLOGIES INC$237,510$SYK STRYKER CORP$233,957$AMAT APPLIED MATERIALS INC /DE$232,360
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