Great Diamond Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1801112
Institutional-grade research for retail investors
13F Reported Value
ⓘ$581.8M
Holdings
238
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Great Diamond Partners, LLC disclosed 238 positions worth $581.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 22 new positions and exited 12 and a full exit from $XOM. The portfolio is most concentrated in Other (52.6% of disclosed assets). All figures are sourced directly from Great Diamond Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1801112.
AI Fund Analysis
StableVANGUARD INDEX FDS - TOTAL
5.6% weight
Held 10 quarters
ISHARES TR - RUSSELL 3000
5.3% weight
Held 10 quarters
ISHARES TR - CORE MSCI EAF
4.7% weight
Held 10 quarters
VANGUARD INDEX FDS - EXTEN
2.6% weight
Held 10 quarters
SIMPLIFY EXCHANGE TRADED F
2.1% weight
Held 5 quarters
$CVX7 quarters accumulating
ISHARES TR - ISHS 5-10YR I
6 quarters accumulating
$WM5 quarters accumulating
$CAH5 quarters accumulating
$__PARK_13907775 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
$32.6M87,989 shISHARES TR - RUSSELL 3000 ETF
—Quality
$30.8M72,221 shISHARES TR - CORE MSCI EAFE
—Quality
$27.4M284,116 shVANGUARD INDEX FDS - EXTEND MKT ETF
—Quality
$15.2M61,720 shAMERICAN CENTY ETF TR - AVANTIS EMGMKT
—Quality
$12.9M133,492 shSIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF
—Quality
$12.2M603,638 sh- 72.9
Quality
$11.6M78,819 sh DIMENSIONAL ETF TRUST - INTL CORE EQT MK
—Quality
$11.2M272,400 sh- 83.7
Quality
$10.3M27,596 sh - 84.4
Quality
$9.0M29,927 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $32.6M | 87,989 |
| ISHARES TR - RUSSELL 3000 ETF | — | $30.8M | 72,221 |
| ISHARES TR - CORE MSCI EAFE | — | $27.4M | 284,116 |
| VANGUARD INDEX FDS - EXTEND MKT ETF | — | $15.2M | 61,720 |
| AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $12.9M | 133,492 |
| SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF | — | $12.2M | 603,638 |
 PROCTER & GAMBLE Co$PG | 72.9 | $11.6M | 78,819 |
| DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $11.2M | 272,400 |
 MICROSOFT CORP$MSFT | 83.7 | $10.3M | 27,596 |
 KLA CORP$KLAC | 84.4 | $9.0M | 29,927 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Great Diamond Partners, LLC's 238 positions.
Showing top 10 of 238 holdings.
Sector Allocation
Other
$306.2M
Technology
$88.0M
Financials
$44.3M
Industrials
$28.3M
Healthcare
$26.1M
Consumer Discretionary
$25.8M
Consumer Staples
$18.8M
Materials
$18.7M
Full Holdings — Great Diamond Partners, LLC (Q2 2026)
All 238 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 | $32.6M | 5.6% | +2% | — |
| 2 | — | ISHARES TR - RUSSELL 3000 ETF | $30.8M | 5.3% | +0% | — |
| 3 | — | ISHARES TR - CORE MSCI EAFE | $27.4M | 4.7% | +1% | — |
| 4 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $15.2M | 2.6% | +0% | — |
| 5 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $12.9M | 2.2% | +1% | — |
| 6 | — | SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF | $12.2M | 2.1% | +6% | — |
| 7 | $PG | PROCTER & GAMBLE Co | $11.6M | 2.0% | +0% | 72.9 |
| 8 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $11.2M | 1.9% | +2% | — |
| 9 | $MSFT | MICROSOFT CORP | $10.3M | 1.8% | -3% | 83.7 |
| 10 | $KLAC | KLA CORP | $9.0M | 1.6% | +892% | 84.4 |
| 11 | — | PIMCO ETF TR - MULTISECTOR BD | $8.5M | 1.5% | +6% | — |
| 12 | — | VANGUARD INDEX FDS - GROWTH ETF | $8.4M | 1.4% | +499% | — |
| 13 | — | HARBOR ETF TRUST - COMM ALL WEA ETF | $8.4M | 1.4% | +1% | — |
| 14 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $8.3M | 1.4% | +1% | — |
| 15 | — | ISHARES TR - AGENCY BOND ETF | $8.1M | 1.4% | +4% | — |
| 16 |  $AAPL | Apple Inc. | $8.0M | 1.4% | -2% | 76.1 |
| 17 | — | ISHARES TR - IBONDS 27 ETF | $7.8M | 1.4% | +90% | — |
| 18 |  $IDXX | IDEXX LABORATORIES INC /DE | $7.5M | 1.3% | -0% | 73.6 |
| 19 |  $GLW | CORNING INC /NY | $7.4M | 1.3% | -11% | 72.7 |
| 20 | — | ISHARES TR - CORE S&P MCP ETF | $7.2M | 1.2% | +1% | — |
| 21 |  $AVGO | Broadcom Inc. | $7.2M | 1.2% | -9% | 86.4 |
| 22 |  $NVDA | NVIDIA CORP | $7.1M | 1.2% | -3% | 90.2 |
| 23 | — | ISHARES TR - 3 7 YR TREAS BD | $7.1M | 1.2% | +5% | — |
| 24 |  $IVZ | Invesco Ltd. | $6.7M | 1.1% | +3% | — |
| 25 |  $GOOG | Alphabet Inc. | $6.5M | 1.1% | -1% | 80.2 |
| 26 |  $GOOGL | Alphabet Inc. | $5.6M | 1.0% | +0% | 80.2 |
| 27 | — | ISHARES TR - IBONDS DEC 29 | $5.5M | 0.9% | +252% | — |
| 28 |  $WSM | WILLIAMS SONOMA INC | $5.3M | 0.9% | +1% | 65 |
| 29 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4.9M | 0.8% | -3% | — |
| 30 | $WM | WASTE MANAGEMENT INC | $4.8M | 0.8% | +1% | 70.7 |
| 31 | $CAH | CARDINAL HEALTH INC | $4.7M | 0.8% | +1% | 58.6 |
| 32 |  $CAT | CATERPILLAR INC | $4.6M | 0.8% | -1% | 67.8 |
| 33 |  $WELL | WELLTOWER INC. | $4.5M | 0.8% | +0% | 75.7 |
| 34 |  $LLY | ELI LILLY & Co | $4.5M | 0.8% | -0% | 89.3 |
| 35 | $__PARK_1390777 | Bank of New York Mellon Corp | $4.2M | 0.7% | +2% | 36.7 |
| 36 | — | ISHARES TR - IBDS DEC28 ETF | $4.1M | 0.7% | -27% | — |
| 37 |  $PH | Parker-Hannifin Corp | $4.0M | 0.7% | +2% | 73.8 |
| 38 |  $AMZN | AMAZON COM INC | $3.9M | 0.7% | -2% | 74.6 |
| 39 |  $JPM | JPMORGAN CHASE & CO | $3.8M | 0.7% | +0% | 35.6 |
| 40 |  $AMGN | AMGEN INC | $3.7M | 0.6% | -0% | 79.5 |
| 41 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $3.5M | 0.6% | +5% | — |
| 42 | — | ISHARES TR - JPMORGAN USD EMG | $3.5M | 0.6% | +5% | — |
| 43 |  $TPR | TAPESTRY, INC. | $3.4M | 0.6% | +8% | 76.4 |
| 44 | — | ISHARES TR - ISHS 5-10YR INVT | $3.4M | 0.6% | +6% | — |
| 45 | — | SPDR SERIES TRUST - ST TERM HIGH ETF | $3.3M | 0.6% | +6% | — |
| 46 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $3.3M | 0.6% | -27% | — |
| 47 |  $UNM | Unum Group | $3.3M | 0.6% | -3% | 49.5 |
| 48 | — | GLOBAL X FDS - DATA CTR DIG ETF | $3.2M | 0.6% | -1% | — |
| 49 |  $CMI | CUMMINS INC | $3.2M | 0.6% | -1% | 58.9 |
| 50 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $3.2M | 0.6% | -38% | — |
| 51 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $3.1M | 0.5% | -22% | — |
| 52 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $3.1M | 0.5% | NEW | — |
| 53 |  $AU | AngloGold Ashanti PLC | $3.1M | 0.5% | +3% | — |
| 54 | — | SPDR SERIES TRUST - ST STR SP BIOT | $3.1M | 0.5% | NEW | — |
| 55 | — | SPDR SERIES TRUST - ST STR SP TELCO | $3.1M | 0.5% | -5% | — |
| 56 | — | GLOBAL X FDS - ARTIFICIAL ETF | $3.0M | 0.5% | NEW | — |
| 57 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $3.0M | 0.5% | +272% | 59.8 |
| 58 |  $HD | HOME DEPOT, INC. | $2.9M | 0.5% | -2% | 69.2 |
| 59 | $IVZ | Invesco Ltd. | $2.9M | 0.5% | +0% | — |
| 60 | — | ISHARES TR - US AER DEF ETF | $2.9M | 0.5% | +1% | — |
| 61 |  $R | RYDER SYSTEM INC | $2.9M | 0.5% | -1% | 54.7 |
| 62 |  $AFL | AFLAC INC | $2.9M | 0.5% | +1% | 60.3 |
| 63 | — | INVESCO EXCHANGE TRADED FD T - BLDG CONSTR ETF | $2.9M | 0.5% | +1% | — |
| 64 |  $BLK | BlackRock, Inc. | $2.8M | 0.5% | +1% | 70.3 |
| 65 |  $MS | MORGAN STANLEY | $2.8M | 0.5% | +1% | — |
| 66 | — | DOUBLELINE ETF TRUST - MORTGAGE ETF | $2.7M | 0.5% | +5% | — |
| 67 |  $GRMN | GARMIN LTD | $2.7M | 0.5% | +0% | — |
| 68 |  $WMB | WILLIAMS COMPANIES, INC. | $2.7M | 0.5% | +1% | 72.8 |
| 69 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.7M | 0.5% | -3% | 77.9 |
| 70 | — | PGIM ETF TR - AAA CLO ETF | $2.6M | 0.5% | +5% | — |
| 71 |  $NEE | NEXTERA ENERGY INC | $2.6M | 0.4% | -3% | 71.7 |
| 72 |  $VLO | VALERO ENERGY CORP/TX | $2.5M | 0.4% | NEW | 51.4 |
| 73 |  $PAYX | PAYCHEX INC | $2.4M | 0.4% | -1% | 75.1 |
| 74 | — | ISHARES TR - CORE S&P SCP ETF | $2.3M | 0.4% | -0% | — |
| 75 |  $B | BARRICK MINING CORP | $2.1M | 0.4% | +2% | — |
| 76 |  $V | VISA INC. | $2.1M | 0.4% | -2% | 83.5 |
| 77 |  $SPY | SPDR S&P 500 ETF TRUST | $2.1M | 0.4% | -7% | — |
| 78 |  $TJX | TJX COMPANIES INC /DE/ | $2.0M | 0.3% | -3% | 70.7 |
| 79 |  $ABT | ABBOTT LABORATORIES | $1.9M | 0.3% | -3% | 67 |
| 80 |  $AMP | AMERIPRISE FINANCIAL INC | $1.9M | 0.3% | -1% | 70.2 |
| 81 |  $PANW | Palo Alto Networks Inc | $1.9M | 0.3% | -2% | 66.5 |
| 82 |  $CSCO | CISCO SYSTEMS, INC. | $1.8M | 0.3% | -0% | 72.3 |
| 83 | — | ISHARES TR - ESG MSCI KLD ETF | $1.8M | 0.3% | +24% | — |
| 84 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $1.8M | 0.3% | +5% | — |
| 85 |  $META | Meta Platforms, Inc. | $1.8M | 0.3% | -2% | 80.9 |
| 86 |  $EVR | Evercore Inc. | $1.7M | 0.3% | +5% | 76.1 |
| 87 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.6M | 0.3% | -0% | — |
| 88 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.6M | 0.3% | -1% | — |
| 89 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.6M | 0.3% | -0% | — |
| 90 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.3% | +6% | 72.8 |
| 91 |  $LRCX | LAM RESEARCH CORP | $1.6M | 0.3% | -3% | 82.4 |
| 92 |  $WMT | Walmart Inc. | $1.6M | 0.3% | -0% | 63.2 |
| 93 |  $COP | CONOCOPHILLIPS | $1.6M | 0.3% | +0% | 74.8 |
| 94 |  $APH | AMPHENOL CORP /DE/ | $1.6M | 0.3% | -0% | 80.5 |
| 95 |  $TSLA | Tesla, Inc. | $1.5M | 0.3% | -2% | 50.1 |
| 96 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | +1% | 64.5 |
| 97 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $1.5M | 0.3% | -3% | — |
| 98 |  $NEM | NEWMONT Corp /DE/ | $1.4M | 0.2% | +6% | 88.3 |
| 99 | $CVX | CHEVRON CORP | $1.4M | 0.2% | +2% | 54.7 |
| 100 |  $ORCL | ORACLE CORP | $1.4M | 0.2% | -2% | 67.2 |
| 101 |  $NOK | NOKIA CORP | $1.4M | 0.2% | NEW | — |
| 102 |  $ABBV | AbbVie Inc. | $1.4M | 0.2% | -50% | 59.3 |
| 103 | — | ISHARES TR - IBONDS 27 TRM TS | $1.3M | 0.2% | +39% | — |
| 104 |  $LIN | LINDE PLC | $1.3M | 0.2% | -2% | — |
| 105 |  $ECL | ECOLAB INC. | $1.3M | 0.2% | -3% | 64.3 |
| 106 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.3M | 0.2% | +1% | — |
| 107 |  $AXP | AMERICAN EXPRESS CO | $1.3M | 0.2% | -1% | 73.2 |
| 108 | — | ISHARES TR - IBONDS DEC2026 | $1.2M | 0.2% | -71% | — |
| 109 |  $MRK | Merck & Co., Inc. | $1.2M | 0.2% | +13% | 70.9 |
| 110 |  $SHEL | Shell plc | $1.2M | 0.2% | +8% | — |
| 111 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.2M | 0.2% | +316% | — |
| 112 |  $EBAY | EBAY INC | $1.2M | 0.2% | -0% | 69.3 |
| 113 | — | ISHARES TR - IBONDS DEC 2030 | $1.2M | 0.2% | +81% | — |
| 114 | — | ISHARES TR - IBONDS 28 TRM TS | $1.2M | 0.2% | +44% | — |
| 115 |  $WT | WisdomTree, Inc. | $1.1M | 0.2% | +0% | 62.9 |
| 116 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $1.1M | 0.2% | -0% | — |
| 117 |  $TXN | TEXAS INSTRUMENTS INC | $1.1M | 0.2% | +1% | 70.4 |
| 118 |  $DELL | Dell Technologies Inc. | $1.1M | 0.2% | NEW | 76 |
| 119 | $WT | WisdomTree, Inc. | $1.1M | 0.2% | +0% | 62.9 |
| 120 |  $PCAR | PACCAR INC | $1.0M | 0.2% | +0% | 56.5 |
| 121 | — | ISHARES TR - ESG AWR MSCI USA | $1.0M | 0.2% | +25% | — |
| 122 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $1.0M | 0.2% | +1% | — |
| 123 | — | ISHARES TR - IBONDS 26 TRM TS | $1.0M | 0.2% | +14% | — |
| 124 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.0M | 0.2% | NEW | — |
| 125 |  $KO | COCA COLA CO | $1.0M | 0.2% | -0% | 74 |
| 126 |  $NFLX | NETFLIX INC | $969,326 | 0.2% | -4% | 86.7 |
| 127 |  $ETN | Eaton Corp plc | $934,481 | 0.2% | -3% | — |
| 128 | — | ISHARES TR - ESG AWARE MSCI | $925,362 | 0.2% | +25% | — |
| 129 |  $LVS | LAS VEGAS SANDS CORP | $924,493 | 0.2% | -63% | 73.7 |
| 130 |  $PKG | PACKAGING CORP OF AMERICA | $869,022 | 0.1% | +7% | 70 |
| 131 |  $SYK | STRYKER CORP | $851,327 | 0.1% | -2% | 69.8 |
| 132 |  $CARR | CARRIER GLOBAL Corp | $850,567 | 0.1% | +6% | 61.5 |
| 133 | — | ISHARES TR - ESG AW MSCI EAFE | $841,397 | 0.1% | +28% | — |
| 134 |  $WAT | WATERS CORP /DE/ | $835,964 | 0.1% | +0% | 69.9 |
| 135 |  $MA | Mastercard Inc | $833,059 | 0.1% | -6% | 81.7 |
| 136 | — | ISHARES TR - ISHS 1-5YR INVS | $832,795 | 0.1% | +1% | — |
| 137 | — | ISHARES TR - IBONDS 29 TRM TS | $802,674 | 0.1% | +43% | — |
| 138 | — | ISHARES TR - IBONDS DEC 2031 | $799,910 | 0.1% | +84% | — |
| 139 | $IVZ | Invesco Ltd. | $791,548 | 0.1% | +2% | — |
| 140 |  $BAC | BANK OF AMERICA CORP /DE/ | $789,800 | 0.1% | -5% | 68.4 |
| 141 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $785,175 | 0.1% | +0% | — |
| 142 |  $BA | BOEING CO | $770,633 | 0.1% | -4% | 51.8 |
| 143 |  $QCOM | QUALCOMM INC/DE | $743,225 | 0.1% | -19% | 81.9 |
| 144 |  $PEP | PEPSICO INC | $707,330 | 0.1% | +1% | 62.7 |
| 145 |  $RTX | RTX Corp | $674,680 | 0.1% | -0% | 70 |
| 146 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $668,599 | 0.1% | -4% | 76.6 |
| 147 |  $NVO | NOVO NORDISK A S | $657,497 | 0.1% | -7% | — |
| 148 |  $GE | GENERAL ELECTRIC CO | $654,775 | 0.1% | +3% | 74.8 |
| 149 | — | ISHARES TR - MSCI EAFE ETF | $653,094 | 0.1% | -3% | — |
| 150 |  $EMR | EMERSON ELECTRIC CO | $634,011 | 0.1% | -2% | 65.9 |
| 151 | — | ISHARES TR - IBONDS DEC 2032 | $624,848 | 0.1% | +97% | — |
| 152 |  $UNP | UNION PACIFIC CORP | $606,288 | 0.1% | -3% | 74 |
| 153 |  $DHR | DANAHER CORP /DE/ | $589,155 | 0.1% | -1% | 63.9 |
| 154 | — | GLOBAL X FDS - US INFR DEV ETF | $581,894 | 0.1% | -1% | — |
| 155 |  $ASML | ASML HOLDING NV | $549,085 | 0.1% | -15% | — |
| 156 |  $INTC | INTEL CORP | $543,021 | 0.1% | NEW | 41.5 |
| 157 |  $MNST | Monster Beverage Corp | $531,063 | 0.1% | -4% | 77 |
| 158 |  $MCD | MCDONALDS CORP | $520,262 | 0.1% | -0% | 73.9 |
| 159 |  $GS | GOLDMAN SACHS GROUP INC | $515,799 | 0.1% | -0% | — |
| 160 |  $UL | UNILEVER PLC | $514,627 | 0.1% | -2% | — |
| 161 |  $HON | HONEYWELL INTERNATIONAL INC | $514,522 | 0.1% | -49% | 65.7 |
| 162 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $510,396 | 0.1% | +6% | 66.7 |
| 163 |  $HONA | Honeywell Aerospace Inc. | $508,042 | 0.1% | NEW | — |
| 164 |  $GEV | GE Vernova Inc. | $500,490 | 0.1% | -1% | 70.1 |
| 165 |  $SNDK | Sandisk Corp | $495,673 | 0.1% | NEW | 88.8 |
| 166 |  $HWM | Howmet Aerospace Inc. | $485,561 | 0.1% | -2% | 79.1 |
| 167 | — | ISHARES TR - CORE S&P500 ETF | $480,787 | 0.1% | +0% | — |
| 168 |  $ACN | Accenture plc | $478,845 | 0.1% | -14% | — |
| 169 | — | GLOBAL X FDS - LITHIUM BTRY ETF | $478,213 | 0.1% | -14% | — |
| 170 | — | ISHARES INC - CORE MSCI EMKT | $476,661 | 0.1% | +11% | — |
| 171 | — | VANGUARD INDEX FDS - SMALL CP ETF | $468,017 | 0.1% | +0% | — |
| 172 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $465,357 | 0.1% | +20% | — |
| 173 |  $SBUX | STARBUCKS CORP | $463,329 | 0.1% | -4% | 54.6 |
| 174 | — | ISHARES TR - US OIL EQ&SV ETF | $461,658 | 0.1% | NEW | — |
| 175 |  $COST | COSTCO WHOLESALE CORP /NEW | $452,767 | 0.1% | +5% | 67 |
| 176 | — | VANECK ETF TRUST - RARE EAR STR ETF | $451,085 | 0.1% | NEW | — |
| 177 |  $DIS | Walt Disney Co | $450,884 | 0.1% | -4% | 68.9 |
| 178 |  $ROK | ROCKWELL AUTOMATION, INC | $447,552 | 0.1% | +30% | 68.2 |
| 179 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $440,741 | 0.1% | +0% | 68.8 |
| 180 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | $435,092 | 0.1% | -3% | — |
| 181 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $433,004 | 0.1% | -0% | 75.4 |
| 182 |  $INTU | INTUIT INC. | $430,650 | 0.1% | -2% | 82 |
| 183 | — | ISHARES TR - IBOND DEC 2030 | $430,486 | 0.1% | +47% | — |
| 184 |  $ROP | ROPER TECHNOLOGIES INC | $427,725 | 0.1% | -23% | 72.2 |
| 185 |  $SHOP | SHOPIFY INC. | $409,678 | 0.1% | -6% | — |
| 186 |  $MDT | Medtronic plc | $406,640 | 0.1% | +4% | — |
| 187 |  $SHW | SHERWIN WILLIAMS CO | $400,444 | 0.1% | +2% | 65.3 |
| 188 |  $SLB | SLB LIMITED/NV | $390,098 | 0.1% | +0% | 63.2 |
| 189 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $387,719 | 0.1% | +19% | — |
| 190 |  $NVS | NOVARTIS AG | $387,569 | 0.1% | -2% | — |
| 191 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $385,044 | 0.1% | -13% | 63.7 |
| 192 |  $EQT | EQT Corp | $377,082 | 0.1% | +3% | 83.3 |
| 193 | — | SPDR SERIES TRUST - SP KENSHO CLEAN | $375,266 | 0.1% | +20% | — |
| 194 | — | ISHARES TR - IBONDS DEC 2031 | $371,880 | 0.1% | +46% | — |
| 195 |  $AMT | AMERICAN TOWER CORP /MA/ | $365,415 | 0.1% | -1% | 69.8 |
| 196 |  $ICE | Intercontinental Exchange, Inc. | $362,190 | 0.1% | -6% | 73.8 |
| 197 | — | INVESCO EXCHANGE TRADED FD T - WILDERHIL CLAN | $356,161 | 0.1% | +19% | — |
| 198 | — | AMPLIFY ETF TR - AMPLIFY LITHIUM | $345,302 | 0.1% | +21% | — |
| 199 |  $DE | DEERE & CO | $344,441 | 0.1% | -5% | 57.4 |
| 200 |  $CRM | Salesforce, Inc. | $343,869 | 0.1% | -0% | 75.2 |
| 201 |  $Q | Qnity Electronics, Inc. | $338,868 | 0.1% | +0% | — |
| 202 |  $AZN | ASTRAZENECA PLC | $338,282 | 0.1% | -8% | — |
| 203 |  $CTVA | Corteva, Inc. | $309,796 | 0.1% | +0% | 48.4 |
| 204 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $304,082 | 0.1% | -6% | 70.9 |
| 205 |  $T | AT&T INC. | $303,525 | 0.1% | -70% | 71.9 |
| 206 |  $AMAT | APPLIED MATERIALS INC /DE | $289,923 | 0.1% | NEW | 74.8 |
| 207 |  $PSX | Phillips 66 | $282,821 | 0.1% | +0% | 47.6 |
| 208 |  $GLD | SPDR GOLD TRUST | $281,811 | 0.1% | +0% | — |
| 209 |  $XYL | Xylem Inc. | $278,266 | 0.1% | -14% | 65.6 |
| 210 |  $NSC | NORFOLK SOUTHERN CORP | $271,806 | 0.1% | +0% | 70.8 |
| 211 |  $AZO | AUTOZONE INC | $271,655 | 0.1% | +2% | 66.5 |
| 212 |  $MU | MICRON TECHNOLOGY INC | $270,104 | 0.1% | NEW | 88.4 |
| 213 | — | ISHARES TR - IBONDS DEC 2032 | $268,981 | 0.1% | NEW | — |
| 214 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $268,746 | 0.1% | -11% | 75.1 |
| 215 |  $SO | SOUTHERN CO | $268,084 | 0.1% | -0% | 65.1 |
| 216 |  $AMD | ADVANCED MICRO DEVICES INC | $266,638 | 0.1% | NEW | 78.8 |
| 217 |  $XEL | XCEL ENERGY INC | $264,829 | 0.1% | +0% | — |
| 218 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $261,431 | 0.0% | -2% | — |
| 219 |  $ADSK | Autodesk, Inc. | $249,441 | 0.0% | +0% | 76.4 |
| 220 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $247,926 | 0.0% | +8% | — |
| 221 | — | ISHARES TR - IBONDS DEC 2033 | $245,427 | 0.0% | NEW | — |
| 222 |  $PWR | QUANTA SERVICES, INC. | $244,814 | 0.0% | -21% | 62.6 |
| 223 |  $HLT | Hilton Worldwide Holdings Inc. | $244,540 | 0.0% | +0% | 73.1 |
| 224 |  $OTIS | Otis Worldwide Corp | $243,010 | 0.0% | +0% | 60.3 |
| 225 |  $HSIC | HENRY SCHEIN INC | $237,197 | 0.0% | +0% | 52 |
| 226 |  $KMI | KINDER MORGAN, INC. | $233,381 | 0.0% | -0% | 74.6 |
| 227 |  $ISRG | INTUITIVE SURGICAL INC | $230,654 | 0.0% | -7% | 81.4 |
| 228 |  $ADI | ANALOG DEVICES INC | $222,018 | 0.0% | NEW | 76.2 |
| 229 |  $YUM | YUM BRANDS INC | $221,886 | 0.0% | -3% | 71.7 |
| 230 |  $DD | DuPont de Nemours, Inc. | $219,737 | 0.0% | -67% | 31.1 |
| 231 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $217,544 | 0.0% | NEW | — |
| 232 |  $MUSA | Murphy USA Inc. | $213,393 | 0.0% | NEW | 53.2 |
| 233 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $212,293 | 0.0% | NEW | — |
| 234 |  $FISV | FISERV INC | $210,964 | 0.0% | -10% | 67.4 |
| 235 |  $MMM | 3M CO | $208,864 | 0.0% | NEW | 60.7 |
| 236 |  $LOW | LOWES COMPANIES INC | $207,040 | 0.0% | -13% | 63.5 |
| 237 |  $FDX | FEDEX CORP | $202,282 | 0.0% | +0% | 60.3 |
| 238 |  $LYG | Lloyds Banking Group plc | $76,029 | 0.0% | +0% | — |
New Positions (22)
FIRST TR EXCHANGE TRADED FD - RBA INDL ETF$3.1M
SPDR SERIES TRUST - ST STR SP BIOT$3.1M
GLOBAL X FDS - ARTIFICIAL ETF$3.0M
$VLO VALERO ENERGY CORP/TX$2.5M$NOK NOKIA CORP$1.4M$DELL Dell Technologies Inc.$1.1M VANGUARD WORLD FD - HEALTH CAR ETF$1.0M
$INTC INTEL CORP$543,021$HONA Honeywell Aerospace Inc.$508,042$SNDK Sandisk Corp$495,673 ISHARES TR - US OIL EQ&SV ETF$461,658
VANECK ETF TRUST - RARE EAR STR ETF$451,085
$AMAT APPLIED MATERIALS INC /DE$289,923$MU MICRON TECHNOLOGY INC$270,104 ISHARES TR - IBONDS DEC 2032$268,981
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