Investment Research & Advisory Group, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1802136
Institutional-grade research for retail investors
13F Reported Value
ⓘ$286.3M
incl. option notional
Equity Holdings
ⓘ$286.3M
Option Notional
ⓘ$509
$0 puts / $509 calls
Holdings
279
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Investment Research & Advisory Group, Inc. disclosed 279 positions worth $286.3M in its Form 13F-HR for Q1 2026 — $286.3M in common stock plus $509 of put/call option positions (reported at underlying notional value, not premium at risk), followed by $AAPL and $GOOG. During the quarter the fund opened 22 new positions and exited 18 — including a new stake in $CLX and a full exit from $BMY. The portfolio is most concentrated in Other (31.6% of disclosed assets). All figures are sourced directly from Investment Research & Advisory Group, Inc.’s Form 13F-HR filing with the SEC under CIK 1802136.
AI Fund Analysis
DiversifyingVANGUARD S&P 500 ETF
24.1% weight
Held 9 quarters
$AAPL6.8% weight
Held 9 quarters
$GOOG4.3% weight
Held 9 quarters
$NVDA4.0% weight
Held 9 quarters
$AMZN3.0% weight
Held 9 quarters
$IVZ8 quarters accumulating
$LLY6 quarters accumulating
$COST6 quarters accumulating
STATE STREET SPDR PORTFOLI
6 quarters accumulating
$OXY6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$GOOGCALL$291 notional
CALL VNGRD S&P 500 $625 EXP 04/24/26CALL$218 notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD S&P 500 ETF
—Quality
$69.0M115,534 sh- 76.1#112
Quality
$19.5M76,013 sh - 80.2#45
Quality
$12.2M41,758 sh - 90.2
Quality
$11.6M64,299 sh - 74.6
Quality
$8.6M41,231 sh - 83.7
Quality
$7.9M21,208 sh - 35.6
Quality
$7.6M25,874 sh - 81.7
Quality
$6.8M13,690 sh - 89.3
Quality
$6.8M7,361 sh - 77.2
Quality
$6.3M66,924 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD S&P 500 ETF | — | $69.0M | 115,534 |
| Apple Inc.$AAPL | 76.1#112 | $19.5M | 76,013 |
| Alphabet Inc.$GOOG | 80.2#45 | $12.2M | 41,758 |
| NVIDIA CORP$NVDA | 90.2 | $11.6M | 64,299 |
| AMAZON COM INC$AMZN | 74.6 | $8.6M | 41,231 |
 MICROSOFT CORP$MSFT | 83.7 | $7.9M | 21,208 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $7.6M | 25,874 |
 Mastercard Inc$MA | 81.7 | $6.8M | 13,690 |
| ELI LILLY & Co$LLY | 89.3 | $6.8M | 7,361 |
 SCHWAB CHARLES CORP$SCHW | 77.2 | $6.3M | 66,924 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Investment Research & Advisory Group, Inc.'s 279 positions.
Showing top 10 of 279 holdings.
Sector Allocation
Other
$90.3M
Technology
$81.1M
Financials
$44.0M
Consumer Discretionary
$21.4M
Industrials
$19.6M
Healthcare
$16.7M
Consumer Staples
$6.0M
Communication Services
$3.8M
Full Holdings — Investment Research & Advisory Group, Inc. (Q1 2026)
All 279 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 S&P 500 ETF | $69.0M | 24.1% | +0% | — |
| 2 | $AAPL | Apple Inc. | $19.5M | 6.8% | -1% | 76.1 |
| 3 | $GOOG | Alphabet Inc. | $12.2M | 4.3% | -3% | 80.2 |
| 4 | $NVDA | NVIDIA CORP | $11.6M | 4.0% | -5% | 90.2 |
| 5 | $AMZN | AMAZON COM INC | $8.6M | 3.0% | -0% | 74.6 |
| 6 | $MSFT | MICROSOFT CORP | $7.9M | 2.7% | +0% | 83.7 |
| 7 | $JPM | JPMORGAN CHASE & CO | $7.6M | 2.7% | +0% | 35.6 |
| 8 | $MA | Mastercard Inc | $6.8M | 2.4% | -0% | 81.7 |
| 9 | $LLY | ELI LILLY & Co | $6.8M | 2.4% | +1% | 89.3 |
| 10 | $SCHW | SCHWAB CHARLES CORP | $6.3M | 2.2% | +1% | 77.2 |
| 11 |  $V | VISA INC. | $6.0M | 2.1% | +1% | 83.5 |
| 12 |  $META | Meta Platforms, Inc. | $5.6M | 2.0% | -1% | 80.9 |
| 13 |  $JNJ | JOHNSON & JOHNSON | $5.3M | 1.9% | -3% | 72.8 |
| 14 |  $BLK | BlackRock, Inc. | $5.1M | 1.8% | +1% | 70.3 |
| 15 |  $ASML | ASML HOLDING NV | $5.0M | 1.7% | -1% | — |
| 16 | $COST | COSTCO WHOLESALE CORP /NEW | $4.9M | 1.7% | +1% | 67 |
| 17 |  $CB | Chubb Ltd | $4.7M | 1.6% | +1% | — |
| 18 |  $GE | GENERAL ELECTRIC CO | $4.4M | 1.5% | -3% | 74.8 |
| 19 |  $UBER | Uber Technologies, Inc | $4.2M | 1.5% | -1% | 79.3 |
| 20 |  $GD | GENERAL DYNAMICS CORP | $3.9M | 1.4% | +3% | 73 |
| 21 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.7M | 1.3% | +0% | 64.5 |
| 22 |  $NFLX | NETFLIX INC | $3.6M | 1.3% | -4% | 86.7 |
| 23 |  $PM | Philip Morris International Inc. | $3.5M | 1.2% | +0% | 80.5 |
| 24 |  $LMT | LOCKHEED MARTIN CORP | $3.4M | 1.2% | -7% | 65 |
| 25 |  $IQV | IQVIA HOLDINGS INC. | $3.1M | 1.1% | +2% | 59.7 |
| 26 |  $SBUX | STARBUCKS CORP | $3.1M | 1.1% | +3% | 54.6 |
| 27 |  $CAT | CATERPILLAR INC | $3.1M | 1.1% | +4% | 67.8 |
| 28 |  $CRM | Salesforce, Inc. | $3.0M | 1.1% | -1% | 75.2 |
| 29 |  $BA | BOEING CO | $3.0M | 1.0% | +8% | 51.8 |
| 30 |  $BKNG | Booking Holdings Inc. | $2.8M | 1.0% | -13% | 55.3 |
| 31 | — | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $2.7M | 0.9% | -2% | — |
| 32 | — | VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES | $2.7M | 0.9% | +9% | — |
| 33 |  $VEEV | VEEVA SYSTEMS INC | $2.4M | 0.8% | -9% | 77.8 |
| 34 | — | STATE STREET SPDR S&P 500 ETF TRUST | $2.1M | 0.7% | +14% | — |
| 35 |  $ADM | Archer-Daniels-Midland Co | $1.9M | 0.7% | -1% | 49.4 |
| 36 |  $PANW | Palo Alto Networks Inc | $1.9M | 0.7% | +22% | 66.5 |
| 37 |  $GEV | GE Vernova Inc. | $1.8M | 0.6% | -2% | 70.1 |
| 38 | — | ISHARES CORE MSCI EAFE ETF | $1.7M | 0.6% | +1% | — |
| 39 |  $CLX | CLOROX CO /DE/ | $1.6M | 0.6% | NEW | 63.5 |
| 40 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.6M | 0.6% | +1% | 63.7 |
| 41 |  $DHR | DANAHER CORP /DE/ | $1.3M | 0.5% | +15% | 63.9 |
| 42 |  $SHOP | SHOPIFY INC. | $1.3M | 0.5% | +47% | — |
| 43 | — | VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES | $1.2M | 0.4% | +5% | — |
| 44 |  $GOOGL | Alphabet Inc. | $1.2M | 0.4% | +0% | 80.2 |
| 45 | — | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES | $1.1M | 0.4% | -1% | — |
| 46 |  $KKR | KKR & Co. Inc. | $986,698 | 0.3% | NEW | 49.8 |
| 47 | — | ISHARES CORE S&P MID-CAPETF | $951,813 | 0.3% | -9% | — |
| 48 | — | ISHARES CORE MSCI EMERGING MARKETS ETF | $935,942 | 0.3% | +1% | — |
| 49 | — | ISHARES CORE S&P 500 ETF | $911,381 | 0.3% | -3% | — |
| 50 | — | ISHARES S&P 500 GROWTH ETF | $800,126 | 0.3% | +0% | — |
| 51 |  $HD | HOME DEPOT, INC. | $768,384 | 0.3% | +1% | 69.2 |
| 52 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES | $759,742 | 0.3% | +0% | — |
| 53 |  $MRK | Merck & Co., Inc. | $756,287 | 0.3% | -8% | 70.9 |
| 54 | — | VANGUARD ENERGY INDEX FUND ETF SHARES | $706,429 | 0.3% | +1% | — |
| 55 |  $GL | GLOBE LIFE INC. | $663,749 | 0.2% | +2010% | 66.6 |
| 56 | — | VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES | $550,832 | 0.2% | +0% | — |
| 57 | — | ISHARES S&P 500 VALUE ETF | $546,525 | 0.2% | +0% | — |
| 58 | — | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | $461,258 | 0.2% | +7% | — |
| 59 |  $CHH | CHOICE HOTELS INTERNATIONAL INC /DE | $439,544 | 0.1% | +0% | 65.3 |
| 60 |  $FDX | FEDEX CORP | $426,736 | 0.1% | +1% | 60.3 |
| 61 |  $TSLA | Tesla, Inc. | $386,248 | 0.1% | +60% | 50.1 |
| 62 |  $IRT | INDEPENDENCE REALTY TRUST, INC. | $377,003 | 0.1% | -16% | 44.6 |
| 63 |  $AVGO | Broadcom Inc. | $351,849 | 0.1% | -17% | 86.4 |
| 64 |  $KO | COCA COLA CO | $324,956 | 0.1% | -3% | 74 |
| 65 |  $VMC | Vulcan Materials CO | $304,480 | 0.1% | +2126% | 66.6 |
| 66 |  $LOW | LOWES COMPANIES INC | $277,258 | 0.1% | -4% | 63.5 |
| 67 | — | ISHARES CORE S&P SMALL-CAP ETF | $274,218 | 0.1% | +0% | — |
| 68 |  $PNFP | Pinnacle Financial Partners, Inc. | $265,386 | 0.1% | +1% | — |
| 69 | — | AVANTIS US SMALL CAP VALUE ETF | $258,900 | 0.1% | +0% | — |
| 70 |  $BAC | BANK OF AMERICA CORP /DE/ | $248,518 | 0.1% | +0% | 68.4 |
| 71 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $244,701 | 0.1% | +0% | — |
| 72 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $238,251 | 0.1% | +0% | 50.6 |
| 73 | — | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | $229,936 | 0.1% | +1% | — |
| 74 | — | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | $223,967 | 0.1% | +0% | — |
| 75 |  $ABBV | AbbVie Inc. | $202,772 | 0.1% | +0% | 59.3 |
| 76 |  $GS | GOLDMAN SACHS GROUP INC | $191,354 | 0.1% | +0% | — |
| 77 |  $AMGN | AMGEN INC | $179,528 | 0.1% | -5% | 79.5 |
| 78 |  $MCD | MCDONALDS CORP | $172,765 | 0.1% | -22% | 73.9 |
| 79 | $IVZ | Invesco Ltd. | $160,829 | 0.1% | NEW | — |
| 80 |  $WMT | Walmart Inc. | $158,404 | 0.1% | +0% | 63.2 |
| 81 |  $LRCX | LAM RESEARCH CORP | $153,117 | 0.1% | +0% | 82.4 |
| 82 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $143,408 | 0.1% | +72% | — |
| 83 | — | STATE STREET SPDR S&P DIVIDEND ETF | $143,292 | 0.1% | -2% | — |
| 84 |  $BN | BROOKFIELD Corp /ON/ | $136,586 | 0.1% | +0% | — |
| 85 |  $C | CITIGROUP INC | $134,681 | 0.1% | +1% | 54.8 |
| 86 |  $CRWD | CrowdStrike Holdings, Inc. | $133,520 | 0.1% | +0% | 55 |
| 87 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $133,209 | 0.1% | +1% | — |
| 88 | — | VANECK SEMICONDUCTOR ETF | $128,777 | 0.0% | +10% | — |
| 89 | — | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $120,677 | 0.0% | +0% | — |
| 90 |  $MU | MICRON TECHNOLOGY INC | $119,933 | 0.0% | +65% | 88.4 |
| 91 |  $ANET | Arista Networks, Inc. | $115,413 | 0.0% | +0% | 86 |
| 92 | — | VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES | $106,686 | 0.0% | +9% | — |
| 93 |  $T | AT&T INC. | $106,393 | 0.0% | +0% | 71.9 |
| 94 |  $RTX | RTX Corp | $106,095 | 0.0% | +0% | 70 |
| 95 |  $WFC | WELLS FARGO & COMPANY/MN | $104,105 | 0.0% | +0% | — |
| 96 | $IVZ | Invesco Ltd. | $101,400 | 0.0% | +143% | — |
| 97 |  $DUK | Duke Energy CORP | $92,246 | 0.0% | -8% | 64 |
| 98 |  $SOFI | SoFi Technologies, Inc. | $91,262 | 0.0% | +15% | 53.8 |
| 99 |  $AMT | AMERICAN TOWER CORP /MA/ | $88,563 | 0.0% | +1% | 69.8 |
| 100 |  $CVX | CHEVRON CORP | $87,312 | 0.0% | +0% | 54.7 |
| 101 | — | DIMENSIONAL INTERNATIONAL VALUE ETF | $84,448 | 0.0% | NEW | — |
| 102 |  $XOM | EXXON MOBIL CORP | $83,642 | 0.0% | +0% | 61.8 |
| 103 |  $TFC | TRUIST FINANCIAL CORP | $81,055 | 0.0% | +1% | — |
| 104 |  $CEG | Constellation Energy Corp | $78,190 | 0.0% | -1% | 62.5 |
| 105 | $IVZ | Invesco Ltd. | $76,017 | 0.0% | +0% | — |
| 106 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $74,945 | 0.0% | NEW | — |
| 107 |  $PLTR | Palantir Technologies Inc. | $71,092 | 0.0% | +87% | 85.8 |
| 108 |  $MO | ALTRIA GROUP, INC. | $70,131 | 0.0% | +5% | 72.1 |
| 109 |  $AA | Alcoa Corp | $68,108 | 0.0% | +0% | 66.2 |
| 110 |  $GILD | GILEAD SCIENCES, INC. | $67,888 | 0.0% | +0% | 77.8 |
| 111 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $67,403 | 0.0% | +0% | — |
| 112 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $64,335 | 0.0% | +1298% | — |
| 113 |  $PG | PROCTER & GAMBLE Co | $62,831 | 0.0% | -97% | 72.9 |
| 114 |  $GRDN | Guardian Pharmacy Services, Inc. | $62,742 | 0.0% | +0% | 47.3 |
| 115 |  $GBTC | Grayscale Bitcoin Trust ETF | $62,389 | 0.0% | +0% | — |
| 116 |  $RDDT | Reddit, Inc. | $57,900 | 0.0% | +0% | 79.3 |
| 117 |  $SO | SOUTHERN CO | $57,815 | 0.0% | +0% | 65.1 |
| 118 | — | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $57,768 | 0.0% | +0% | — |
| 119 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $56,010 | 0.0% | +0% | 66.3 |
| 120 |  $APD | Air Products & Chemicals, Inc. | $55,957 | 0.0% | +1% | 41.2 |
| 121 |  $PEP | PEPSICO INC | $55,376 | 0.0% | +1% | 62.7 |
| 122 |  $BRO | BROWN & BROWN, INC. | $54,450 | 0.0% | +0% | 75.1 |
| 123 |  $ACN | Accenture plc | $52,943 | 0.0% | +175% | — |
| 124 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF | $52,651 | 0.0% | +0% | — |
| 125 | $IVZ | Invesco Ltd. | $50,540 | 0.0% | +0% | — |
| 126 | — | STATE STREET HEALTH CARESELECT SECTOR SPDR ETF | $50,509 | 0.0% | +1% | — |
| 127 | — | AVANTIS INTERNATIONAL EQUITY ETF | $49,971 | 0.0% | +0% | — |
| 128 | — | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $49,115 | 0.0% | NEW | — |
| 129 |  $DIS | Walt Disney Co | $48,600 | 0.0% | -21% | 68.9 |
| 130 | $IVZ | Invesco Ltd. | $48,258 | 0.0% | +0% | — |
| 131 |  $EXC | EXELON CORP | $47,843 | 0.0% | +0% | 63.9 |
| 132 |  $ORCL | ORACLE CORP | $47,835 | 0.0% | +0% | 67.2 |
| 133 |  $ADBE | ADOBE INC. | $45,699 | 0.0% | -96% | 80.4 |
| 134 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $43,571 | 0.0% | NEW | — |
| 135 | — | HARTFORD TOTAL RETURN BOND ETF | $43,423 | 0.0% | +0% | — |
| 136 |  $CRUS | CIRRUS LOGIC, INC. | $43,386 | 0.0% | +0% | 75.3 |
| 137 |  $PFGC | Performance Food Group Co | $42,830 | 0.0% | +0% | 53.1 |
| 138 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $41,821 | 0.0% | +51% | — |
| 139 |  $NVO | NOVO NORDISK A S | $40,976 | 0.0% | +0% | — |
| 140 | — | FIDELITY LIMITED TERM BOND ETF | $40,769 | 0.0% | +0% | — |
| 141 | — | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FU | $40,013 | 0.0% | +0% | — |
| 142 | — | ISHARES MSCI EAFE ETF | $39,143 | 0.0% | NEW | — |
| 143 |  $CSCO | CISCO SYSTEMS, INC. | $38,504 | 0.0% | -23% | 72.3 |
| 144 |  $DAL | DELTA AIR LINES, INC. | $38,359 | 0.0% | +0% | 64.4 |
| 145 |  $TGT | TARGET CORP | $37,572 | 0.0% | +0% | 53.1 |
| 146 |  $ETN | Eaton Corp plc | $37,198 | 0.0% | NEW | — |
| 147 |  $AXP | AMERICAN EXPRESS CO | $36,617 | 0.0% | -31% | 73.2 |
| 148 |  $O | REALTY INCOME CORP | $33,546 | 0.0% | +0% | 74.6 |
| 149 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $32,912 | 0.0% | +0% | — |
| 150 |  $SMR | NUSCALE POWER Corp | $32,878 | 0.0% | NEW | 26.6 |
| 151 |  $ADP | AUTOMATIC DATA PROCESSING INC | $32,712 | 0.0% | +0% | 77.9 |
| 152 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST | $32,423 | 0.0% | +0% | — |
| 153 | — | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES | $30,323 | 0.0% | +0% | — |
| 154 |  $MUSA | Murphy USA Inc. | $30,271 | 0.0% | +0% | 53.2 |
| 155 |  $ORLY | O REILLY AUTOMOTIVE INC | $28,985 | 0.0% | -24% | 72.7 |
| 156 | — | VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES | $28,932 | 0.0% | +0% | — |
| 157 |  $CARR | CARRIER GLOBAL Corp | $26,691 | 0.0% | +0% | 61.5 |
| 158 |  $MHK | MOHAWK INDUSTRIES INC | $26,486 | 0.0% | +0% | 56.8 |
| 159 |  $EMR | EMERSON ELECTRIC CO | $26,335 | 0.0% | +0% | 65.9 |
| 160 |  $NOW | ServiceNow, Inc. | $25,615 | 0.0% | +0% | 76 |
| 161 |  $ADSK | Autodesk, Inc. | $25,137 | 0.0% | +0% | 76.4 |
| 162 | — | BROOKFIELD ASSET MGMT FCLASS A | $25,114 | 0.0% | +0% | — |
| 163 |  $MSTR | Strategy Inc | $24,885 | 0.0% | NEW | 25.4 |
| 164 | — | ISHARES MSCI CHINA ETF | $24,663 | 0.0% | +0% | — |
| 165 |  $CRH | CRH PUBLIC LTD CO | $23,442 | 0.0% | +0% | — |
| 166 |  $MDLZ | Mondelez International, Inc. | $23,344 | 0.0% | +0% | 53.9 |
| 167 | — | COLUMBIA EM CORE EX-CHINA ETF | $23,221 | 0.0% | +0% | — |
| 168 | — | VANGUARD RUSSELL 1000 GROWTH INDEX FUND ETF SHARES | $22,486 | 0.0% | +0% | — |
| 169 |  $OTIS | Otis Worldwide Corp | $22,353 | 0.0% | +0% | 60.3 |
| 170 |  $GM | General Motors Co | $22,249 | 0.0% | +0% | 58.7 |
| 171 |  $WBD | Warner Bros. Discovery, Inc. | $21,666 | 0.0% | +0% | 42.1 |
| 172 |  $NU | Nu Holdings Ltd. | $21,555 | 0.0% | +0% | — |
| 173 |  $AMD | ADVANCED MICRO DEVICES INC | $21,360 | 0.0% | NEW | 78.8 |
| 174 | — | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $21,204 | 0.0% | NEW | — |
| 175 |  $DOV | DOVER Corp | $20,954 | 0.0% | -50% | 63.1 |
| 176 | — | ISHARES RUSSELL 2000 ETF | $20,497 | 0.0% | NEW | — |
| 177 |  $STT | STATE STREET CORP | $19,992 | 0.0% | +1% | 61.5 |
| 178 |  $BKR | Baker Hughes Co | $19,501 | 0.0% | +0% | 63.4 |
| 179 |  $KMB | KIMBERLY CLARK CORP | $19,005 | 0.0% | +0% | 61.7 |
| 180 |  $HOOD | Robinhood Markets, Inc. | $18,642 | 0.0% | NEW | 75.8 |
| 181 |  $PFE | PFIZER INC | $17,956 | 0.0% | +0% | 69 |
| 182 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF | $17,938 | 0.0% | +1% | — |
| 183 |  $COP | CONOCOPHILLIPS | $17,787 | 0.0% | +1% | 74.8 |
| 184 |  $UNH | UNITEDHEALTH GROUP INC | $17,588 | 0.0% | +260% | 66.8 |
| 185 |  $IDXX | IDEXX LABORATORIES INC /DE | $17,419 | 0.0% | +0% | 73.6 |
| 186 |  $MELI | MERCADOLIBRE INC | $17,290 | 0.0% | +0% | 77.5 |
| 187 |  $HRL | HORMEL FOODS CORP /DE/ | $17,085 | 0.0% | +1% | 58.4 |
| 188 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $16,946 | 0.0% | +0% | 60.5 |
| 189 | — | SCHWAB U.S. BROAD MARKETETF | $16,625 | 0.0% | +21% | — |
| 190 |  $INTC | INTEL CORP | $15,843 | 0.0% | +0% | 41.5 |
| 191 |  $EME | EMCOR Group, Inc. | $15,517 | 0.0% | +0% | 71.7 |
| 192 |  $SHEL | Shell plc | $15,345 | 0.0% | +0% | — |
| 193 |  $ABT | ABBOTT LABORATORIES | $13,883 | 0.0% | -59% | 67 |
| 194 |  $MDT | Medtronic plc | $13,171 | 0.0% | +0% | — |
| 195 | — | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES | $13,083 | 0.0% | +0% | — |
| 196 |  $SCI | SERVICE CORP INTERNATIONAL | $13,082 | 0.0% | +1% | 54.8 |
| 197 |  $ZTS | Zoetis Inc. | $12,915 | 0.0% | +0% | 72.6 |
| 198 |  $FE | FIRSTENERGY CORP | $11,804 | 0.0% | -66% | 61.6 |
| 199 |  $KMX | CARMAX INC | $11,767 | 0.0% | +0% | 54.1 |
| 200 |  $CTVA | Corteva, Inc. | $11,719 | 0.0% | +0% | 48.4 |
| 201 |  $PFH | PRUDENTIAL FINANCIAL INC | $11,166 | 0.0% | +0% | 58.6 |
| 202 | $META | Meta Platforms, Inc. | $10,888 | 0.0% | +1% | 80.9 |
| 203 |  $PLD | Prologis, Inc. | $10,310 | 0.0% | +0% | 67.5 |
| 204 | $IVZ | Invesco Ltd. | $10,209 | 0.0% | NEW | — |
| 205 |  $SE | Sea Ltd | $9,606 | 0.0% | +0% | — |
| 206 |  $MS | MORGAN STANLEY | $9,380 | 0.0% | +0% | — |
| 207 |  $ABNB | Airbnb, Inc. | $8,840 | 0.0% | +0% | 70.1 |
| 208 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $8,616 | 0.0% | NEW | — |
| 209 |  $GEHC | GE HealthCare Technologies Inc. | $8,186 | 0.0% | +0% | 58.2 |
| 210 |  $WT | WisdomTree, Inc. | $8,160 | 0.0% | +0% | 62.9 |
| 211 |  $DXCM | DEXCOM INC | $7,034 | 0.0% | +0% | 77.9 |
| 212 |  $CSX | CSX CORP | $6,890 | 0.0% | +1% | 66.4 |
| 213 |  $IT | GARTNER INC | $6,809 | 0.0% | +0% | 65.2 |
| 214 |  $XYZ | Block, Inc. | $6,800 | 0.0% | +0% | 60.3 |
| 215 | $IVZ | Invesco Ltd. | $6,562 | 0.0% | +0% | — |
| 216 |  $WING | Wingstop Inc. | $6,540 | 0.0% | +0% | 75.1 |
| 217 | — | UNUSUAL WHALES SUBVERSIVE DEMOCRATIC TRADING ETF | $6,428 | 0.0% | +0% | — |
| 218 |  $IBIT | iShares Bitcoin Trust ETF | $6,186 | 0.0% | +0% | — |
| 219 |  $Q | Qnity Electronics, Inc. | $5,769 | 0.0% | +0% | — |
| 220 |  $HSY | HERSHEY CO | $5,749 | 0.0% | +0% | 59.4 |
| 221 | — | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $5,628 | 0.0% | +0% | — |
| 222 |  $DD | DuPont de Nemours, Inc. | $5,542 | 0.0% | +0% | 31.1 |
| 223 |  $RSG | REPUBLIC SERVICES, INC. | $5,256 | 0.0% | +0% | 72 |
| 224 | — | VANGUARD MID-CAP INDEX FUND ETF SHARES | $4,882 | 0.0% | +0% | — |
| 225 |  $DOW | DOW INC. | $4,831 | 0.0% | +0% | 38 |
| 226 |  $KHC | Kraft Heinz Co | $4,723 | 0.0% | +0% | 42.5 |
| 227 |  $FCX | FREEPORT-MCMORAN INC | $4,526 | 0.0% | NEW | 73.1 |
| 228 |  $MTCH | Match Group, Inc. | $4,440 | 0.0% | +1% | 66.4 |
| 229 |  $LULU | lululemon athletica inc. | $4,287 | 0.0% | +0% | 62.9 |
| 230 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $3,893 | 0.0% | +2% | 66.4 |
| 231 | — | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $3,598 | 0.0% | +0% | — |
| 232 |  $TEAM | Atlassian Corp | $3,071 | 0.0% | +0% | 56.8 |
| 233 | — | ADVISORSHARES PURE US CANNABIS ETF | $2,840 | 0.0% | +0% | — |
| 234 |  $MMM | 3M CO | $2,793 | 0.0% | +0% | 60.7 |
| 235 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2,704 | 0.0% | +0% | — |
| 236 |  $IHG | INTERCONTINENTAL HOTELS GROUP PLC /NEW/ | $2,536 | 0.0% | +0% | — |
| 237 |  $JOBY | Joby Aviation, Inc. | $2,478 | 0.0% | +0% | 28.7 |
| 238 |  $UL | UNILEVER PLC | $2,450 | 0.0% | +59% | — |
| 239 |  $PLX | Protalix BioTherapeutics, Inc. | $2,170 | 0.0% | +0% | 67 |
| 240 |  $SEDG | SOLAREDGE TECHNOLOGIES, INC. | $1,940 | 0.0% | +0% | 25.9 |
| 241 |  $APO | Apollo Global Management, Inc. | $1,894 | 0.0% | NEW | 55.7 |
| 242 |  $OWL | BLUE OWL CAPITAL INC. | $1,826 | 0.0% | NEW | 59.4 |
| 243 |  $F | FORD MOTOR CO | $1,812 | 0.0% | +0% | 58.5 |
| 244 |  $BGR | BlackRock Energy & Resources Trust | $1,766 | 0.0% | +0% | — |
| 245 | $MSTR | Strategy Inc | $1,498 | 0.0% | NEW | 25.4 |
| 246 |  $RBLX | Roblox Corp | $1,430 | 0.0% | +4% | 53.7 |
| 247 |  $BBUC | Brookfield Business Corp | $1,424 | 0.0% | +200% | — |
| 248 | — | VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES | $1,287 | 0.0% | +0% | — |
| 249 |  $MFA | MFA FINANCIAL, INC. | $1,268 | 0.0% | +3% | — |
| 250 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1,240 | 0.0% | +0% | 66.7 |
| 251 | — | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $1,214 | 0.0% | +0% | — |
| 252 |  $PTON | PELOTON INTERACTIVE, INC. | $1,115 | 0.0% | +0% | 41.6 |
| 253 | — | XRP ETF | $1,107 | 0.0% | +0% | — |
| 254 |  $VTRS | Viatris Inc | $1,081 | 0.0% | +0% | 47.1 |
| 255 |  $ONDS | Ondas Inc. | $994 | 0.0% | +0% | 31.8 |
| 256 |  $SPOT | Spotify Technology S.A. | $970 | 0.0% | +0% | — |
| 257 | — | ISHARES MSCI INDIA ETF | $937 | 0.0% | +0% | — |
| 258 |  $BNT | Brookfield Wealth Solutions Ltd. | $911 | 0.0% | +0% | — |
| 259 | — | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $870 | 0.0% | +0% | — |
| 260 |  $UAMY | UNITED STATES ANTIMONY CORP | $681 | 0.0% | +0% | 32.2 |
| 261 |  $OKLO | Oklo Inc. | $446 | 0.0% | +0% | — |
| 262 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $300 | 0.0% | +0% | 66.3 |
| 263 | $GOOGCALL | Alphabet Inc. | $291 | — | NEW | 80.2 |
| 264 |  $AER | AerCap Holdings N.V. | $274 | 0.0% | +0% | — |
| 265 |  $CRWV | CoreWeave, Inc. | $232 | 0.0% | NEW | 46.5 |
| 266 | — | CALL VNGRD S&P 500 $625 EXP 04/24/26 | $218 | — | NEW | — |
| 267 |  $BP | BP PLC | $188 | 0.0% | +0% | — |
| 268 |  $SMG | SCOTTS MIRACLE-GRO CO | $182 | 0.0% | +0% | 74.9 |
| 269 | — | PRINCIPAL U.S. SMALL-CAPETF | $172 | 0.0% | +50% | — |
| 270 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $163 | 0.0% | +0% | 77.6 |
| 271 | — | SCHWAB U.S. DIVIDEND EQUITY ETF | $158 | 0.0% | +0% | — |
| 272 |  $RKT | Rocket Companies, Inc. | $157 | 0.0% | +0% | — |
| 273 |  $EPSM | Epsium Enterprise Ltd | $127 | 0.0% | +0% | — |
| 274 | — | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $120 | 0.0% | +0% | — |
| 275 |  $RVLV | Revolve Group, Inc. | $113 | 0.0% | +0% | 60.3 |
| 276 | — | FIDELITY ENHANCED INTERNATIONAL ETF | $76 | 0.0% | +0% | — |
| 277 | — | EATON VANCE TOTAL RETURNBOND ETF | $53 | 0.0% | +0% | — |
| 278 | — | VICTORYSHARES CORE INTERMEDIATE BOND ETF | $47 | 0.0% | +0% | — |
| 279 |  $CGC | Canopy Growth Corp | $5 | 0.0% | +0% | 20.1 |
New Positions (22)
$CLX CLOROX CO /DE/$1.6M$KKR KKR & Co. Inc.$986,698 DIMENSIONAL INTERNATIONAL VALUE ETF$84,448
$MDY SPDR S&P MIDCAP 400 ETF TRUST$74,945 STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF$49,115
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$43,571
ISHARES MSCI EAFE ETF$39,143
$ETN Eaton Corp plc$37,198$SMR NUSCALE POWER Corp$32,878$MSTR Strategy Inc$24,885$AMD ADVANCED MICRO DEVICES INC$21,360 STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF$21,204
ISHARES RUSSELL 2000 ETF$20,497
$HOOD Robinhood Markets, Inc.$18,642 STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF$8,616
Exited Positions (18)
$BMY BRISTOL MYERS SQUIBB CO
$ZETA Zeta Global Holdings Corp.
$FFIN FIRST FINANCIAL BANKSHARES INC
$CCZ COMCAST CORP
$CME CME GROUP INC.
$ICE Intercontinental Exchange, Inc.
$NUV NUVEEN MUNICIPAL VALUE FUND INC
$PEG PUBLIC SERVICE ENTERPRISE GROUP INC
$BSX BOSTON SCIENTIFIC CORP VANGUARD S&P 500 GROWTH ETF
$TMUS T-Mobile US, Inc.
$DTB DTE ENERGY CO
$DECK DECKERS OUTDOOR CORP
$LUMN Lumen Technologies, Inc.
$DBX DROPBOX, INC.Browse Top Institutional Investors
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