Lion Street Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1801991
Institutional-grade research for retail investors
13F Reported Value
ⓘ$289.0M
Holdings
224
Latest Filing
2025-09-30
Filing Quarter
Q3 2025
Portfolio Overview
Lion Street Advisors, LLC disclosed 224 positions worth $289.0M in its Form 13F-HR for Q3 2025, followed by $DRI. During the quarter the fund opened 41 new positions and exited 66. The portfolio is most concentrated in Other (67.9% of disclosed assets). All figures are sourced directly from Lion Street Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1801991.
AI Fund Analysis
ConcentratingGENERAL MLS INC
34.8% weight
Held 7 quarters
$DRI2.9% weight
Held 7 quarters
VANGUARD INDEX FDS
2.0% weight
Held 7 quarters
$AAPL2.0% weight
Held 7 quarters
VANGUARD INDEX FDS
1.9% weight
Held 7 quarters
$JPM4 quarters accumulating
$AMGN4 quarters accumulating
$PM4 quarters accumulating
VANGUARD INDEX FDS
4 quarters accumulating
$AAPL3 quarters accumulating
Sector Allocation
OtherConsumer DiscretionaryTechnologyIndustrialsHealthcareFinancials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q3 2025
Click any card to unlockTop Holdings
AI Quality Scored
GENERAL MLS INC
—Quality
$100.5M1,626,426 sh- 68.6#410
Quality
$8.3M57,370 sh VANGUARD INDEX FDS
—Quality
$5.8M27,006 sh- 76.1
Quality
$5.7M38,070 sh VANGUARD INDEX FDS
—Quality
$5.4M22,634 sh- 67.0
Quality
$5.2M10,558 sh INVESCO QQQ TR
—Quality
$5.0M12,975 sh- 74.6
Quality
$3.9M1,167 sh - 61.8
Quality
$3.1M48,063 sh SELECT SECTOR SPDR TR
—Quality
$2.6M16,077 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| GENERAL MLS INC | — | $100.5M | 1,626,426 |
| DARDEN RESTAURANTS INC$DRI | 68.6#410 | $8.3M | 57,370 |
| VANGUARD INDEX FDS | — | $5.8M | 27,006 |
| Apple Inc.$AAPL | 76.1 | $5.7M | 38,070 |
| VANGUARD INDEX FDS | — | $5.4M | 22,634 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $5.2M | 10,558 |
| INVESCO QQQ TR | — | $5.0M | 12,975 |
 AMAZON COM INC$AMZN | 74.6 | $3.9M | 1,167 |
 EXXON MOBIL CORP$XOM | 61.8 | $3.1M | 48,063 |
| SELECT SECTOR SPDR TR | — | $2.6M | 16,077 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lion Street Advisors, LLC's 224 positions.
Showing top 10 of 224 holdings.
Sector Allocation
Other
$196.3M
Consumer Discretionary
$20.7M
Technology
$20.5M
Industrials
$10.1M
Healthcare
$9.0M
Financials
$7.9M
Energy
$7.4M
Consumer Staples
$6.6M
Full Holdings — Lion Street Advisors, LLC (Q3 2025)
All 224 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 | — | GENERAL MLS INC | $100.5M | 34.8% | +51% | — |
| 2 | $DRI | DARDEN RESTAURANTS INC | $8.3M | 2.9% | +186% | 68.6 |
| 3 | — | VANGUARD INDEX FDS | $5.8M | 2.0% | +25% | — |
| 4 | $AAPL | Apple Inc. | $5.7M | 2.0% | +36% | 76.1 |
| 5 | — | VANGUARD INDEX FDS | $5.4M | 1.9% | +93% | — |
| 6 | $COST | COSTCO WHOLESALE CORP /NEW | $5.2M | 1.8% | +28% | 67 |
| 7 | — | INVESCO QQQ TR | $5.0M | 1.7% | -33% | — |
| 8 | $AMZN | AMAZON COM INC | $3.9M | 1.4% | -95% | 74.6 |
| 9 | $XOM | EXXON MOBIL CORP | $3.1M | 1.1% | +55% | 61.8 |
| 10 | — | SELECT SECTOR SPDR TR | $2.6M | 0.9% | +54% | — |
| 11 | — | VANGUARD STAR FDS | $2.5M | 0.9% | NEW | — |
| 12 | — | ISHARES TR | $2.5M | 0.8% | -18% | — |
| 13 |  $MSFT | MICROSOFT CORP | $2.4M | 0.8% | -7% | 83.7 |
| 14 | — | VANGUARD BD INDEX FDS | $2.4M | 0.8% | +115% | — |
| 15 | — | ISHARES TR | $2.2M | 0.8% | -9% | — |
| 16 | — | VANGUARD INDEX FDS | $2.2M | 0.8% | -66% | — |
| 17 | — | SCHWAB STRATEGIC TR | $2.0M | 0.7% | -44% | — |
| 18 | — | VANGUARD INDEX FDS | $1.9M | 0.7% | +241% | — |
| 19 | — | VANGUARD INDEX FDS | $1.9M | 0.7% | -49% | — |
| 20 | $JPM | JPMORGAN CHASE & CO | $1.9M | 0.7% | +38% | 35.6 |
| 21 |  $ETN | Eaton Corp plc | $1.7M | 0.6% | +277% | — |
| 22 |  $SPY | SPDR S&P 500 ETF TRUST | $1.7M | 0.6% | -25% | — |
| 23 |  $CVX | CHEVRON CORP | $1.7M | 0.6% | +51% | 54.7 |
| 24 |  $GOOG | Alphabet Inc. | $1.7M | 0.6% | -94% | 80.2 |
| 25 | — | VANGUARD WHITEHALL FDS | $1.6M | 0.6% | -44% | — |
| 26 |  $KO | COCA COLA CO | $1.6M | 0.6% | +116% | 74 |
| 27 | — | VANGUARD TAX-MANAGED FDS | $1.6M | 0.6% | +21% | — |
| 28 | — | ISHARES TR | $1.6M | 0.6% | +16% | — |
| 29 | — | VANGUARD CHARLOTTE FDS | $1.5M | 0.5% | +69% | — |
| 30 | — | VANGUARD INDEX FDS | $1.5M | 0.5% | +28% | — |
| 31 | — | SPDR SERIES TRUST | $1.5M | 0.5% | +166% | — |
| 32 |  $CSCO | CISCO SYSTEMS, INC. | $1.4M | 0.5% | +19% | 72.3 |
| 33 | — | VANGUARD SCOTTSDALE FDS | $1.4M | 0.5% | -44% | — |
| 34 |  $KMB | KIMBERLY CLARK CORP | $1.4M | 0.5% | +37% | 61.7 |
| 35 | — | ISHARES TR | $1.3M | 0.5% | -61% | — |
| 36 |  $JNJ | JOHNSON & JOHNSON | $1.3M | 0.5% | +37% | 72.8 |
| 37 | — | ISHARES TR | $1.3M | 0.5% | +254% | — |
| 38 |  $OKE | ONEOK INC /NEW/ | $1.3M | 0.4% | +31% | 72 |
| 39 |  $UNP | UNION PACIFIC CORP | $1.2M | 0.4% | -12% | 74 |
| 40 |  $FTNT | Fortinet, Inc. | $1.2M | 0.4% | -80% | 78.1 |
| 41 | — | FIRST TR EXCHANGE-TRADED FD | $1.2M | 0.4% | -37% | — |
| 42 | — | ISHARES TR | $1.2M | 0.4% | -7% | — |
| 43 |  $PEP | PEPSICO INC | $1.1M | 0.4% | -17% | 62.7 |
| 44 | — | ISHARES TR | $1.1M | 0.4% | +541% | — |
| 45 |  $TT | Trane Technologies plc | $1.1M | 0.4% | +56% | — |
| 46 | — | VANGUARD SPECIALIZED FUNDS | $1.1M | 0.4% | -44% | — |
| 47 | — | FIRST TR EXCH TRADED FD III | $1.1M | 0.4% | -6% | — |
| 48 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.1M | 0.4% | +35% | 66.7 |
| 49 | — | VANGUARD INDEX FDS | $1.1M | 0.4% | -9% | — |
| 50 | — | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.4% | +152% | — |
| 51 |  $GLW | CORNING INC /NY | $1.1M | 0.4% | +24% | 72.7 |
| 52 | — | INVESCO EXCH TRADED FD TR II | $1.1M | 0.4% | +83% | — |
| 53 |  $VEEV | VEEVA SYSTEMS INC | $1.1M | 0.4% | +47% | 77.8 |
| 54 |  $TSLA | Tesla, Inc. | $1.0M | 0.4% | -61% | 50.1 |
| 55 |  $META | Meta Platforms, Inc. | $1.0M | 0.4% | +80% | 80.9 |
| 56 | — | ISHARES TR | $1.0M | 0.3% | +558% | — |
| 57 |  $TSN | TYSON FOODS, INC. | $1.0M | 0.3% | +17% | 51.9 |
| 58 | — | ISHARES TR | $1.0M | 0.3% | +25% | — |
| 59 |  $WHR | WHIRLPOOL CORP /DE/ | $1.0M | 0.3% | -55% | 40.6 |
| 60 |  $ADM | Archer-Daniels-Midland Co | $982,166 | 0.3% | NEW | 49.4 |
| 61 |  $DOW | DOW INC. | $942,601 | 0.3% | -1% | 38 |
| 62 | — | J P MORGAN EXCHANGE TRADED F | $901,017 | 0.3% | +30% | — |
| 63 | — | VANGUARD BD INDEX FDS | $893,538 | 0.3% | +81% | — |
| 64 |  $DIS | Walt Disney Co | $888,478 | 0.3% | +57% | 68.9 |
| 65 |  $NVDA | NVIDIA CORP | $882,572 | 0.3% | -86% | 90.2 |
| 66 | — | FIRST TR EXCHNG TRADED FD VI | $864,256 | 0.3% | -59% | — |
| 67 | — | ISHARES TR | $858,560 | 0.3% | -6% | — |
| 68 |  $V | VISA INC. | $852,261 | 0.3% | +12% | 83.5 |
| 69 | — | FOUR CORNERS PPTY TR INC | $832,445 | 0.3% | +186% | — |
| 70 | — | SPDR SERIES TRUST | $824,726 | 0.3% | +9% | — |
| 71 |  $BMY | BRISTOL MYERS SQUIBB CO | $822,932 | 0.3% | +14% | 70.1 |
| 72 | — | SCHWAB STRATEGIC TR | $818,647 | 0.3% | -73% | — |
| 73 |  $EVRG | Evergy, Inc. | $813,775 | 0.3% | +21% | 56.2 |
| 74 |  $CVS | CVS HEALTH Corp | $811,823 | 0.3% | +9% | 51.3 |
| 75 |  $ABBV | AbbVie Inc. | $800,710 | 0.3% | -19% | 59.3 |
| 76 |  $T | AT&T INC. | $796,771 | 0.3% | +172% | 71.9 |
| 77 | — | FIRST TR EXCHNG TRADED FD VI | $773,464 | 0.3% | -61% | — |
| 78 |  $CLX | CLOROX CO /DE/ | $752,130 | 0.3% | -10% | 63.5 |
| 79 | $AMGN | AMGEN INC | $751,512 | 0.3% | +31% | 79.5 |
| 80 |  $HAS | HASBRO, INC. | $744,668 | 0.3% | +77% | 43.1 |
| 81 | — | SELECT SECTOR SPDR TR | $735,462 | 0.3% | +158% | — |
| 82 |  $CAT | CATERPILLAR INC | $725,817 | 0.3% | +22% | 67.8 |
| 83 |  $INTC | INTEL CORP | $723,195 | 0.3% | -7% | 41.5 |
| 84 | — | VANGUARD INTL EQUITY INDEX F | $713,978 | 0.3% | +30% | — |
| 85 | — | SPDR SERIES TRUST | $704,581 | 0.2% | +1% | — |
| 86 | — | VANECK ETF TRUST | $682,933 | 0.2% | +630% | — |
| 87 | — | ARK ETF TR | $673,952 | 0.2% | NEW | — |
| 88 | — | ISHARES TR | $673,581 | 0.2% | +107% | — |
| 89 |  $BAC | BANK OF AMERICA CORP /DE/ | $673,507 | 0.2% | -20% | 68.4 |
| 90 | — | ISHARES TR | $663,260 | 0.2% | -70% | — |
| 91 |  $CCI | CROWN CASTLE INC. | $655,758 | 0.2% | -12% | 52.9 |
| 92 | $PM | Philip Morris International Inc. | $641,644 | 0.2% | +47% | 80.5 |
| 93 | — | VANGUARD WORLD FD | $628,341 | 0.2% | +137% | — |
| 94 | — | FIRST TR EXCHANGE TRADED FD | $622,449 | 0.2% | -59% | — |
| 95 | — | PACER FDS TR | $621,641 | 0.2% | +8% | — |
| 96 |  $HD | HOME DEPOT, INC. | $585,435 | 0.2% | +14% | 69.2 |
| 97 | — | INVESCO EXCHANGE TRADED FD T | $580,240 | 0.2% | -5% | — |
| 98 |  $USB | US BANCORP DE | $573,575 | 0.2% | -25% | 71.4 |
| 99 | — | PRUDENTIAL FINL INC | $570,980 | 0.2% | -25% | — |
| 100 |  $APD | Air Products & Chemicals, Inc. | $565,742 | 0.2% | +3% | 41.2 |
| 101 |  $AXSM | Axsome Therapeutics, Inc. | $565,067 | 0.2% | +62% | 36.6 |
| 102 | — | PRINCIPAL FINANCIAL GROUP IN | $556,915 | 0.2% | +23% | — |
| 103 |  $FDX | FEDEX CORP | $541,653 | 0.2% | +13% | 60.3 |
| 104 | — | WISDOMTREE TR | $531,575 | 0.2% | +21% | — |
| 105 |  $SMG | SCOTTS MIRACLE-GRO CO | $528,966 | 0.2% | -20% | 74.9 |
| 106 | — | VANECK ETF TRUST | $526,288 | 0.2% | +745% | — |
| 107 | — | SPDR SERIES TRUST | $525,791 | 0.2% | +2% | — |
| 108 |  $DE | DEERE & CO | $524,420 | 0.2% | +113% | 57.4 |
| 109 | — | SELECT SECTOR SPDR TR | $524,212 | 0.2% | -29% | — |
| 110 | — | SCHWAB STRATEGIC TR | $521,663 | 0.2% | -91% | — |
| 111 | — | WISDOMTREE TR | $521,281 | 0.2% | -5% | — |
| 112 |  $CRM | Salesforce, Inc. | $519,964 | 0.2% | +66% | 75.2 |
| 113 | — | ISHARES TR | $510,259 | 0.2% | -24% | — |
| 114 |  $CHWY | Chewy, Inc. | $504,449 | 0.2% | -45% | 61.3 |
| 115 | — | ISHARES TR | $504,377 | 0.2% | +21% | — |
| 116 | — | SELECT SECTOR SPDR TR | $503,408 | 0.2% | +59% | — |
| 117 |  $MA | Mastercard Inc | $502,609 | 0.2% | +5% | 81.7 |
| 118 | — | SELECT SECTOR SPDR TR | $501,861 | 0.2% | -5% | — |
| 119 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $500,327 | 0.2% | +70% | 66.4 |
| 120 | — | PROSHARES TR | $498,088 | 0.2% | +148% | — |
| 121 | — | FIRST TR EXCHNG TRADED FD VI | $492,120 | 0.2% | +64% | — |
| 122 |  $PGR | PROGRESSIVE CORP/OH/ | $474,115 | 0.2% | +87% | 83.6 |
| 123 |  $NTRA | Natera, Inc. | $469,164 | 0.2% | +58% | 46.4 |
| 124 |  $PFE | PFIZER INC | $463,636 | 0.2% | +2% | 69 |
| 125 | — | SPDR SERIES TRUST | $460,843 | 0.2% | +78% | — |
| 126 | — | FIRST TR EXCHNG TRADED FD VI | $455,136 | 0.2% | +11% | — |
| 127 | — | INVESCO EXCHANGE TRADED FD T | $451,593 | 0.2% | +8% | — |
| 128 |  $ABT | ABBOTT LABORATORIES | $439,879 | 0.1% | -9% | 67 |
| 129 | — | ISHARES TR | $428,543 | 0.1% | -49% | — |
| 130 |  $VZ | VERIZON COMMUNICATIONS INC | $426,933 | 0.1% | +68% | 71.6 |
| 131 |  $SBSI | SOUTHSIDE BANCSHARES INC | $424,629 | 0.1% | +4% | — |
| 132 | — | VANGUARD INDEX FDS | $424,557 | 0.1% | +79% | — |
| 133 |  $LMT | LOCKHEED MARTIN CORP | $418,906 | 0.1% | +10% | 65 |
| 134 |  $GOOGL | Alphabet Inc. | $418,122 | 0.1% | -98% | 80.2 |
| 135 | — | ISHARES TR | $416,581 | 0.1% | -81% | — |
| 136 |  $TAP | MOLSON COORS BEVERAGE CO | $406,517 | 0.1% | +32% | 42.2 |
| 137 | — | INVESCO EXCHANGE TRADED FD T | $403,870 | 0.1% | +4% | — |
| 138 |  $MDLZ | Mondelez International, Inc. | $403,253 | 0.1% | NEW | 53.9 |
| 139 | — | FS KKR CAP CORP | $400,199 | 0.1% | NEW | — |
| 140 |  $SE | Sea Ltd | $397,853 | 0.1% | NEW | — |
| 141 |  $BRK.B | BERKSHIRE HATHAWAY INC | $397,222 | 0.1% | -27% | 64.5 |
| 142 | — | ARK ETF TR | $392,270 | 0.1% | NEW | — |
| 143 |  $MDT | Medtronic plc | $391,357 | 0.1% | NEW | — |
| 144 |  $ETSY | ETSY INC | $388,322 | 0.1% | NEW | 50.4 |
| 145 |  $LVS | LAS VEGAS SANDS CORP | $387,327 | 0.1% | NEW | 73.7 |
| 146 |  $GM | General Motors Co | $387,322 | 0.1% | NEW | 58.7 |
| 147 |  $NFLX | NETFLIX INC | $387,263 | 0.1% | +2% | 86.7 |
| 148 |  $ISRG | INTUITIVE SURGICAL INC | $373,770 | 0.1% | -2% | 81.4 |
| 149 |  $PG | PROCTER & GAMBLE Co | $363,553 | 0.1% | +24% | 72.9 |
| 150 |  $UL | UNILEVER PLC | $357,278 | 0.1% | NEW | — |
| 151 | — | ISHARES TR | $351,726 | 0.1% | -13% | — |
| 152 | — | PACER FDS TR | $350,113 | 0.1% | +19% | — |
| 153 |  $WMT | Walmart Inc. | $337,066 | 0.1% | -70% | 63.2 |
| 154 | — | FIRST TR EXCHANGE TRADED FD | $330,975 | 0.1% | -57% | — |
| 155 |  $SBAC | SBA COMMUNICATIONS CORP | $329,445 | 0.1% | NEW | 71.3 |
| 156 |  $PYPL | PayPal Holdings, Inc. | $322,370 | 0.1% | NEW | 70.5 |
| 157 |  $NOW | ServiceNow, Inc. | $320,273 | 0.1% | -28% | 76 |
| 158 | — | VANGUARD WORLD FD | $314,882 | 0.1% | -3% | — |
| 159 | — | UNITED STS OIL FD LP | $307,981 | 0.1% | NEW | — |
| 160 |  $CMI | CUMMINS INC | $305,797 | 0.1% | +2% | 58.9 |
| 161 |  $IR | Ingersoll Rand Inc. | $304,926 | 0.1% | -1% | 55.4 |
| 162 | — | FIRST TR EXCHNG TRADED FD VI | $304,782 | 0.1% | -17% | — |
| 163 |  $GBTC | Grayscale Bitcoin Trust ETF | $297,845 | 0.1% | NEW | — |
| 164 | — | ETFIS SER TR I | $295,930 | 0.1% | NEW | — |
| 165 |  $QCRH | QCR HOLDINGS INC | $290,588 | 0.1% | NEW | — |
| 166 |  $ED | CONSOLIDATED EDISON INC | $279,234 | 0.1% | +12% | 71.6 |
| 167 |  $UFCS | UNITED FIRE GROUP INC | $275,805 | 0.1% | +44% | 64.7 |
| 168 | — | INVESCO EXCH TRADED FD TR II | $273,980 | 0.1% | -94% | — |
| 169 |  $MCD | MCDONALDS CORP | $273,479 | 0.1% | -38% | 73.9 |
| 170 | — | WISDOMTREE TR | $272,007 | 0.1% | -50% | — |
| 171 |  $COP | CONOCOPHILLIPS | $271,965 | 0.1% | NEW | 74.8 |
| 172 | — | INTERCONTINENTAL EXCHANGE IN | $268,612 | 0.1% | NEW | — |
| 173 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $265,375 | 0.1% | +142% | 76.6 |
| 174 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $264,210 | 0.1% | NEW | 71.5 |
| 175 | — | ISHARES U S ETF TR | $263,145 | 0.1% | NEW | — |
| 176 |  $ALC | ALCON INC | $256,728 | 0.1% | NEW | — |
| 177 |  $UNM | Unum Group | $256,483 | 0.1% | +75% | 49.5 |
| 178 |  $RTX | RTX Corp | $252,592 | 0.1% | +98% | 70 |
| 179 |  $UNH | UNITEDHEALTH GROUP INC | $252,338 | 0.1% | -75% | 66.8 |
| 180 |  $GPK | GRAPHIC PACKAGING HOLDING CO | $252,094 | 0.1% | NEW | 46.3 |
| 181 | — | VANGUARD INDEX FDS | $251,480 | 0.1% | +5% | — |
| 182 |  $SHW | SHERWIN WILLIAMS CO | $251,389 | 0.1% | -30% | 65.3 |
| 183 |  $SONY | Sony Group Corp | $249,758 | 0.1% | NEW | — |
| 184 | — | ISHARES TR | $246,411 | 0.1% | -20% | — |
| 185 |  $ADSK | Autodesk, Inc. | $244,242 | 0.1% | NEW | 76.4 |
| 186 | — | ISHARES TR | $242,011 | 0.1% | -29% | — |
| 187 |  $F | FORD MOTOR CO | $240,149 | 0.1% | NEW | 58.5 |
| 188 |  $CORT | CORCEPT THERAPEUTICS INC | $239,400 | 0.1% | NEW | 55.4 |
| 189 | — | SELECT SECTOR SPDR TR | $234,238 | 0.1% | -40% | — |
| 190 | — | ISHARES TR | $232,911 | 0.1% | -71% | — |
| 191 |  $MCO | MOODYS CORP /DE/ | $232,792 | 0.1% | -12% | 81.3 |
| 192 | — | PIMCO ETF TR | $232,619 | 0.1% | -72% | — |
| 193 |  $ADBE | ADOBE INC. | $231,529 | 0.1% | NEW | 80.4 |
| 194 | — | GLOBAL X FDS | $231,244 | 0.1% | NEW | — |
| 195 |  $MRK | Merck & Co., Inc. | $231,132 | 0.1% | +1% | 70.9 |
| 196 | — | FIRST TR EXCHANGE-TRADED FD | $229,906 | 0.1% | -92% | — |
| 197 | — | VANGUARD INDEX FDS | $229,699 | 0.1% | -45% | — |
| 198 |  $NVS | NOVARTIS AG | $229,411 | 0.1% | NEW | — |
| 199 | — | FIRST TR EXCHNG TRADED FD VI | $228,803 | 0.1% | -17% | — |
| 200 | — | ISHARES TR | $227,558 | 0.1% | -48% | — |
| 201 | — | SPDR SERIES TRUST | $227,124 | 0.1% | -48% | — |
| 202 |  $BMRC | Bank of Marin Bancorp | $224,837 | 0.1% | NEW | — |
| 203 |  $FMC | FMC CORP | $223,975 | 0.1% | NEW | 28.6 |
| 204 | — | FIRST TR EXCHANGE-TRADED FD | $221,894 | 0.1% | +6% | — |
| 205 | — | VANGUARD INTL EQUITY INDEX F | $221,549 | 0.1% | -67% | — |
| 206 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $219,042 | 0.1% | -33% | 63.7 |
| 207 |  $WMB | WILLIAMS COMPANIES, INC. | $217,461 | 0.1% | NEW | 72.8 |
| 208 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $216,973 | 0.1% | NEW | 66.3 |
| 209 |  $HON | HONEYWELL INTERNATIONAL INC | $215,508 | 0.1% | NEW | 65.7 |
| 210 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $215,305 | 0.1% | NEW | — |
| 211 |  $ROKU | ROKU, INC | $213,124 | 0.1% | NEW | 60.5 |
| 212 |  $SBUX | STARBUCKS CORP | $212,387 | 0.1% | NEW | 54.6 |
| 213 | — | WISDOMTREE TR | $210,387 | 0.1% | +8% | — |
| 214 | — | ISHARES TR | $210,200 | 0.1% | -89% | — |
| 215 | — | INVESCO EXCHANGE TRADED FD T | $207,386 | 0.1% | -55% | — |
| 216 | — | DIMENSIONAL ETF TRUST | $207,072 | 0.1% | -79% | — |
| 217 | — | ISHARES TR | $204,124 | 0.1% | +13% | — |
| 218 | — | SPDR SERIES TRUST | $203,481 | 0.1% | -24% | — |
| 219 | — | ISHARES TR | $202,562 | 0.1% | -54% | — |
| 220 | — | DIMENSIONAL ETF TRUST | $201,320 | 0.1% | -88% | — |
| 221 |  $ET | Energy Transfer LP | $183,335 | 0.1% | NEW | 64.5 |
| 222 |  $DNP | DNP SELECT INCOME FUND INC | $161,082 | 0.1% | +14% | — |
| 223 |  $AVAH | Aveanna Healthcare Holdings, Inc. | $77,200 | 0.0% | NEW | 59.2 |
| 224 |  $LFT | Lument Finance Trust, Inc. | $42,824 | 0.0% | +0% | — |
New Positions (41)
VANGUARD STAR FDS$2.5M
$ADM Archer-Daniels-Midland Co$982,166 ARK ETF TR$673,952
$MDLZ Mondelez International, Inc.$403,253 FS KKR CAP CORP$400,199
$SE Sea Ltd$397,853 ARK ETF TR$392,270
$MDT Medtronic plc$391,357$ETSY ETSY INC$388,322$LVS LAS VEGAS SANDS CORP$387,327$GM General Motors Co$387,322$UL UNILEVER PLC$357,278$SBAC SBA COMMUNICATIONS CORP$329,445$PYPL PayPal Holdings, Inc.$322,370 UNITED STS OIL FD LP$307,981
Exited Positions (66)
PGIM ETF TR
AMERICAN CENTY ETF TR
TRUST FOR PROFESSIONAL MANAG
TRUST FOR PROFESSIONAL MANAG
AMERICAN CENTY ETF TR
GOLDMAN SACHS ETF TR
SPDR GOLD TR
$GRMN GARMIN LTD AMERICAN CENTY ETF TR
$PLTR Palantir Technologies Inc.
$AVGO Broadcom Inc. TRUST FOR PROFESSIONAL MANAG
AMERICAN CENTY ETF TR
SPDR DOW JONES INDL AVERAGE
BLACKROCK ETF TRUST
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