Center for Financial Planning, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1803557
Institutional-grade research for retail investors

13F Reported Value

$958.0M

Holdings

658

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Center for Financial Planning, Inc. disclosed 658 positions worth $958.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 25 new positions and exited 55 and a full exit from $FISV. The portfolio is most concentrated in Other (82.7% of disclosed assets). All figures are sourced directly from Center for Financial Planning, Inc.’s Form 13F-HR filing with the SEC under CIK 1803557.

Sector Allocation

OtherTechnologyFinancialsHealthcareConsumer StaplesConsumer Discretionary

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored
  • VANGUARD INDEX FDS

    Quality

    $325.2M544,225 sh
  • ISHARES TR

    Quality

    $104.6M1,053,708 sh
  • SPDR INDEX SHS FDS

    Quality

    $73.6M1,611,462 sh
  • VANGUARD INDEX FDS

    Quality

    $66.9M255,392 sh
  • VANGUARD INDEX FDS

    Quality

    $48.2M167,789 sh
  • ISHARES TR

    Quality

    $39.4M435,634 sh
  • VANGUARD INTL EQUITY INDEX F

    Quality

    $31.2M578,050 sh
  • ISHARES TR

    Quality

    $17.4M90,570 sh
  • $13.6M19 sh
  • VANGUARD INDEX FDS

    Quality

    $12.1M55,764 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Center for Financial Planning, Inc.'s 658 positions.

Showing top 10 of 658 holdings.

Sector Allocation

Other

$791.8M

Technology

$47.8M

Financials

$39.9M

Healthcare

$18.4M

Consumer Staples

$13.6M

Consumer Discretionary

$13.2M

Industrials

$13.0M

Energy

$8.0M

Full Holdings — Center for Financial Planning, Inc. (Q1 2026)

All 658 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1VANGUARD INDEX FDS$325.2M34.0%+1%
2ISHARES TR$104.6M10.9%+2%
3SPDR INDEX SHS FDS$73.6M7.7%NEW
4VANGUARD INDEX FDS$66.9M7.0%+0%
5VANGUARD INDEX FDS$48.2M5.0%+2%
6ISHARES TR$39.4M4.1%-60%
7VANGUARD INTL EQUITY INDEX F$31.2M3.3%+1%
8ISHARES TR$17.4M1.8%-1%
9BRK.A$BRK.ABERKSHIRE HATHAWAY INC$13.6M1.4%+0%64.5
10VANGUARD INDEX FDS$12.1M1.3%-3%
11VANGUARD STAR FDS$10.1M1.1%-2%
12MSFT$MSFTMICROSOFT CORP$9.8M1.0%+11%83.7
13AAPL$AAPLApple Inc.$8.1M0.8%-1%76.1
14BRK.B$BRK.BBERKSHIRE HATHAWAY INC$7.2M0.8%-1%64.5
15GOOGL$GOOGLAlphabet Inc.$5.6M0.6%+0%80.2
16AMZN$AMZNAMAZON COM INC$5.2M0.5%+0%74.6
17JPM$JPMJPMORGAN CHASE & CO$5.1M0.5%+0%35.6
18VANGUARD INTL EQUITY INDEX F$4.2M0.4%+0%
19JNJ$JNJJOHNSON & JOHNSON$3.9M0.4%-1%72.8
20VANGUARD INDEX FDS$3.9M0.4%+0%
21ABBV$ABBVAbbVie Inc.$3.8M0.4%-0%59.3
22ISHARES TR$3.3M0.3%-1%
23FIRST TR EXCHANGE-TRADED FD$3.3M0.3%+1%
24NEE$NEENEXTERA ENERGY INC$3.3M0.3%-1%71.7
25VANGUARD INDEX FDS$3.2M0.3%-3%
26AVGO$AVGOBroadcom Inc.$3.0M0.3%+3%86.4
27MCK$MCKMCKESSON CORP$2.8M0.3%+0%63.7
28VANGUARD WORLD FD$2.8M0.3%-0%
29SPY$SPYSPDR S&P 500 ETF TRUST$2.8M0.3%-2%
30RJF$RJFRAYMOND JAMES FINANCIAL INC$2.8M0.3%-1%63.8
31PG$PGPROCTER & GAMBLE Co$2.7M0.3%-5%72.9
32XOM$XOMEXXON MOBIL CORP$2.6M0.3%-1%61.8
33CVX$CVXCHEVRON CORP$2.5M0.3%-0%54.7
34VANGUARD INDEX FDS$2.5M0.3%-0%
35FIRST TR EXCHNG TRADED FD VI$2.5M0.3%-4%
36FIRST TR EXCHANGE-TRADED FD$2.5M0.3%-15%
37MSI$MSIMotorola Solutions, Inc.$2.2M0.2%+3%73.8
38VANGUARD INDEX FDS$2.2M0.2%-1%
39PEP$PEPPEPSICO INC$2.1M0.2%+0%62.7
40ISHARES TR$2.1M0.2%-4%
41TMO$TMOTHERMO FISHER SCIENTIFIC INC.$1.9M0.2%+0%63.7
42AXP$AXPAMERICAN EXPRESS CO$1.9M0.2%-3%73.2
43NVDA$NVDANVIDIA CORP$1.9M0.2%+22%90.2
44CL$CLCOLGATE PALMOLIVE CO$1.8M0.2%+0%72.4
45ABT$ABTABBOTT LABORATORIES$1.8M0.2%+0%67
46KO$KOCOCA COLA CO$1.8M0.2%+1%74
47CRM$CRMSalesforce, Inc.$1.8M0.2%+22%75.2
48VANGUARD INDEX FDS$1.7M0.2%+0%
49SYK$SYKSTRYKER CORP$1.7M0.2%+3%69.8
50MCD$MCDMCDONALDS CORP$1.6M0.2%-1%73.9
51ISHARES TR$1.6M0.2%-2%
52HD$HDHOME DEPOT, INC.$1.6M0.2%-1%69.2
53WMT$WMTWalmart Inc.$1.6M0.2%-1%63.2
54ETN$ETNEaton Corp plc$1.5M0.2%-0%
55GOOG$GOOGAlphabet Inc.$1.4M0.1%-11%80.2
56MRK$MRKMerck & Co., Inc.$1.4M0.1%-5%70.9
57ISHARES TR$1.4M0.1%-1%
58VANGUARD MUN BD FDS$1.2M0.1%+2%
59MPC$MPCMarathon Petroleum Corp$1.2M0.1%-1%50.7
60UNP$UNPUNION PACIFIC CORP$1.2M0.1%+1%74
61DTB$DTBDTE ENERGY CO$1.1M0.1%+1%
62TSLA$TSLATesla, Inc.$1.1M0.1%+0%50.1
63VANGUARD SPECIALIZED FUNDS$1.1M0.1%-0%
64MMM$MMM3M CO$1.1M0.1%-0%60.7
65QQQ$QQQINVESCO QQQ TRUST, SERIES 1$1.0M0.1%-4%
66ISHARES TR$1.0M0.1%+0%
67ITW$ITWILLINOIS TOOL WORKS INC$994,0480.1%-10%71.2
68PM$PMPhilip Morris International Inc.$982,9470.1%-1%80.5
69VANGUARD TAX-MANAGED FDS$970,9220.1%-7%
70VANGUARD WORLD FD$950,6820.1%+0%
71IVZ$IVZInvesco Ltd.$932,7910.1%-4%
72AMT$AMTAMERICAN TOWER CORP /MA/$874,2910.1%+11%69.8
73ISHARES TR$869,5060.1%-1%
74DIMENSIONAL ETF TRUST$863,8970.1%+0%
75LLY$LLYELI LILLY & Co$841,5900.1%+16%89.3
76EMR$EMREMERSON ELECTRIC CO$814,0280.1%-8%65.9
77GEV$GEVGE Vernova Inc.$808,3060.1%-0%70.1
78DAN$DANDANA Inc$807,6000.1%+0%60.9
79DAL$DALDELTA AIR LINES, INC.$795,8990.1%-3%64.4
80ISHARES TR$794,8400.1%-1%
81ADI$ADIANALOG DEVICES INC$793,1240.1%+4%76.2
82ISHARES TR$771,4420.1%-13%
83CSCO$CSCOCISCO SYSTEMS, INC.$766,4350.1%-2%72.3
84IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$762,9080.1%-1%66.7
85OMC$OMCOMNICOM GROUP INC.$739,3940.1%+0%60.5
86META$METAMeta Platforms, Inc.$739,2410.1%+3%80.9
87CB$CBChubb Ltd$735,0010.1%+2%
88ISHARES TR$722,7820.1%+0%
89AMD$AMDADVANCED MICRO DEVICES INC$714,6500.1%+0%78.8
90CME$CMECME GROUP INC.$656,8940.1%+2%74.5
91DOV$DOVDOVER Corp$640,7760.1%+0%63.1
92DIMENSIONAL ETF TRUST$640,4480.1%+0%
93TT$TTTrane Technologies plc$636,3040.1%-18%
94F$FFORD MOTOR CO$633,1500.1%-1%58.5
95PGR$PGRPROGRESSIVE CORP/OH/$628,6200.1%+0%83.6
96FIRST TR EXCHNG TRADED FD VI$612,1360.1%+0%
97SCHWAB STRATEGIC TR$606,3100.1%+2%
98V$VVISA INC.$606,1330.1%+9%83.5
99VZ$VZVERIZON COMMUNICATIONS INC$597,8490.1%-6%71.6
100RTX$RTXRTX Corp$582,7510.1%+0%70
101APD$APDAir Products & Chemicals, Inc.$582,1420.1%+4%41.2
102FIRST TR EXCHNG TRADED FD VI$580,1600.1%+0%
103DHR$DHRDANAHER CORP /DE/$579,6080.1%+0%63.9
104NFLX$NFLXNETFLIX INC$533,6330.1%+14%86.7
105DRI$DRIDARDEN RESTAURANTS INC$517,3500.1%+3%68.6
106VANGUARD WORLD FD$510,6190.1%+14%
107JCI$JCIJohnson Controls International plc$509,5270.1%-8%
108MORGAN STANLEY ETF TRUST$499,7220.1%+0%
109ISHARES TR$495,6550.1%+0%
110ADBE$ADBEADOBE INC.$487,6190.1%+181%80.4
111CMI$CMICUMMINS INC$480,9900.1%-2%58.9
112TJX$TJXTJX COMPANIES INC /DE/$478,4180.1%+0%70.7
113AMGN$AMGNAMGEN INC$474,8040.1%+0%79.5
114O$OREALTY INCOME CORP$441,8420.1%-1%74.6
115ISHARES TR$435,7660.1%-1%
116AMAT$AMATAPPLIED MATERIALS INC /DE$433,1100.1%+52%74.8
117ISHARES TR$432,5060.1%+0%
118SPGI$SPGIS&P Global Inc.$422,3630.0%+15%79.4
119GIS$GISGENERAL MILLS INC$408,6760.0%-1%64.1
120ANET$ANETArista Networks, Inc.$399,0350.0%+0%86
121PFE$PFEPFIZER INC$383,8420.0%-7%69
122YUM$YUMYUM BRANDS INC$381,9940.0%+0%71.7
123DIS$DISWalt Disney Co$373,9730.0%-1%68.9
124ISHARES TR$373,7550.0%+0%
125MO$MOALTRIA GROUP, INC.$363,3850.0%+0%72.1
126ETR$ETRENTERGY CORP /DE/$355,5080.0%+0%65.1
127NXPI$NXPINXP Semiconductors N.V.$351,1740.0%+0%
128ZTS$ZTSZoetis Inc.$345,2920.0%+1692%72.6
129ALL$ALLALLSTATE CORP$342,8030.0%-15%76.6
130MDLZ$MDLZMondelez International, Inc.$341,8480.0%+0%53.9
131T$TAT&T INC.$341,4450.0%-4%71.9
132HBAN$HBANHUNTINGTON BANCSHARES INC /MD/$339,9500.0%+0%69.4
133GE$GEGENERAL ELECTRIC CO$332,5790.0%-4%74.8
134LMT$LMTLOCKHEED MARTIN CORP$326,9750.0%+0%65
135DTM$DTMDT Midstream, Inc.$324,4910.0%+2%74.5
136ISHARES TR$321,5230.0%+0%
137GLD$GLDSPDR GOLD TRUST$310,6700.0%-10%
138ASML$ASMLASML HOLDING NV$309,0750.0%-9%
139FANG$FANGDiamondback Energy, Inc.$306,7990.0%+1%81.4
140FIRST TR EXCHNG TRADED FD VI$302,0760.0%+0%
141VANGUARD WHITEHALL FDS$292,4980.0%-2%
142CCZ$CCZCOMCAST CORP$289,4260.0%+5%70.4
143ISHARES TR$284,7290.0%-3%
144COST$COSTCOSTCO WHOLESALE CORP /NEW$279,9970.0%-3%67
145BBY$BBYBEST BUY CO INC$277,2800.0%+5%51.5
146ORCL$ORCLORACLE CORP$271,7130.0%-1%67.2
147AJG$AJGArthur J. Gallagher & Co.$264,8780.0%+0%72.1
148UBER$UBERUber Technologies, Inc$259,3080.0%+25%79.3
149MFC$MFCMANULIFE FINANCIAL CORP$257,8370.0%+8%
150ROK$ROKROCKWELL AUTOMATION, INC$253,7290.0%-8%68.2
151SPDR SERIES TRUST$253,1910.0%+0%
152HSIC$HSICHENRY SCHEIN INC$251,0230.0%+0%52
153CAT$CATCATERPILLAR INC$248,6700.0%-4%67.8
154ISHARES TR$246,4600.0%+2%
155USB$USBUS BANCORP DE$245,8670.0%-54%71.4
156ISHARES TR$240,7070.0%+0%
157IQV$IQVIQVIA HOLDINGS INC.$234,3220.0%+0%59.7
158SPDR SERIES TRUST$233,9420.0%+0%
159LULU$LULUlululemon athletica inc.$230,7220.0%+65%62.9
160CMG$CMGCHIPOTLE MEXICAN GRILL INC$228,6160.0%-0%72.9
161BAC$BACBANK OF AMERICA CORP /DE/$226,0590.0%+0%68.4
162ISHARES TR$224,8640.0%-1%
163FIS$FISFidelity National Information Services, Inc.$221,4160.0%+2%69.6
164EW$EWEdwards Lifesciences Corp$217,4980.0%+43%67.6
165ISHARES TR$216,1650.0%+0%
166STE$STESTERIS plc$212,7280.0%+0%
167UPS$UPSUNITED PARCEL SERVICE INC$212,3050.0%-19%58.2
168ISHARES TR$211,8220.0%+0%
169ISRG$ISRGINTUITIVE SURGICAL INC$211,1340.0%+0%81.4
170AON$AONAon plc$210,7760.0%+0%
171UNH$UNHUNITEDHEALTH GROUP INC$205,2620.0%-35%66.8
172WFC$WFCWELLS FARGO & COMPANY/MN$204,4390.0%+0%
173PSA$PSAPublic Storage$199,3680.0%+0%73.9
174INVESCO EXCHANGE TRADED FD T$199,0760.0%+0%
175LCNB$LCNBLCNB CORP$197,4320.0%+0%
176NEM$NEMNEWMONT Corp /DE/$194,8500.0%+1700%88.3
177APH$APHAMPHENOL CORP /DE/$193,9480.0%+1%80.5
178HAL$HALHALLIBURTON CO$193,4110.0%-13%50.9
179DUK$DUKDuke Energy CORP$188,2920.0%-2%64
180ISHARES TR$186,5040.0%+389%
181VANGUARD INDEX FDS$177,7550.0%-19%
182DXCM$DXCMDEXCOM INC$171,4440.0%+1%77.9
183BA$BABOEING CO$164,9960.0%-1%51.8
184STATE STR SPDR DOW JONES IND$164,8960.0%+0%
185SWK$SWKSTANLEY BLACK & DECKER, INC.$164,0070.0%+0%52.4
186HWM$HWMHowmet Aerospace Inc.$161,3220.0%+0%79.1
187CLS$CLSCELESTICA INC$159,7130.0%+0%69
188CEG$CEGConstellation Energy Corp$159,1730.0%+293%62.5
189VANGUARD WORLD FD$155,1440.0%+0%
190MA$MAMastercard Inc$149,8980.0%+0%81.7
191ISHARES TR$149,0790.0%-4%
192VANGUARD INTL EQUITY INDEX F$143,3660.0%+0%
193ISHARES TR$142,2060.0%+0%
194EA SERIES TRUST$142,0900.0%+300%
195SO$SOSOUTHERN CO$140,7860.0%-5%65.1
196JBL$JBLJABIL INC$139,9880.0%+0%51.9
197RDDT$RDDTReddit, Inc.$139,6330.0%+126%79.3
198ISHARES TR$139,1020.0%+0%
199NUE$NUENUCOR CORP$139,0010.0%+0%58.9
200MDT$MDTMedtronic plc$138,1210.0%-69%
201PLTR$PLTRPalantir Technologies Inc.$137,5040.0%+1346%85.8
202DJT$DJTTrump Media & Technology Group Corp.$137,3910.0%+0%22.2
203VANGUARD INDEX FDS$135,6310.0%+0%
204VANGUARD WELLINGTON FD$134,3100.0%+0%
205RBB FUND TRUST$133,7190.0%NEW
206OGE$OGEOGE ENERGY CORP.$131,3150.0%+0%57.8
207TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$130,1110.0%+7%
208ISHARES TR$125,8430.0%+350%
209DOV$DOVDOVER Corp$123,2440.0%+15%63.1
210CACI$CACICACI INTERNATIONAL INC /DE/$122,3710.0%+0%66.7
211INTU$INTUINTUIT INC.$122,3640.0%+0%82
212AFL$AFLAFLAC INC$119,1460.0%-3%60.3
213COHR$COHRCOHERENT CORP.$119,1050.0%+0%64
214MCO$MCOMOODYS CORP /DE/$117,7880.0%+0%81.3
215IDXX$IDXXIDEXX LABORATORIES INC /DE$115,1880.0%+0%73.6
216PH$PHParker-Hannifin Corp$113,6960.0%+176%73.8
217NVO$NVONOVO NORDISK A S$113,1540.0%+44%
218NSC$NSCNORFOLK SOUTHERN CORP$113,0780.0%-4%70.8
219GLOBAL X FDS$112,8050.0%+0%
220DCH$DCHDauch Corp$112,6700.0%-5%49.4
221CDNS$CDNSCADENCE DESIGN SYSTEMS INC$110,3150.0%+1%74.4
222CAPITAL GROUP DIVIDEND VALUE$109,3710.0%+0%
223DIMENSIONAL ETF TRUST$107,9760.0%+0%
224CVSA$CVSACovista Inc.$107,7590.0%+175%72.6
225CRWD$CRWDCrowdStrike Holdings, Inc.$106,9730.0%+0%55
226YUMC$YUMCYum China Holdings, Inc.$104,8790.0%+0%65.2
227AZN$AZNASTRAZENECA PLC$104,1330.0%-50%
228ES$ESEVERSOURCE ENERGY$103,0890.0%-10%67
229SNPS$SNPSSYNOPSYS INC$102,2920.0%+2%63.1
230ELV$ELVElevance Health, Inc.$102,1700.0%+0%59.4
231CTVA$CTVACorteva, Inc.$101,9180.0%-1%48.4
232BMY$BMYBRISTOL MYERS SQUIBB CO$101,3470.0%-7%70.1
233STT$STTSTATE STREET CORP$101,2480.0%+0%61.5
234CVS$CVSCVS HEALTH Corp$96,3110.0%+0%51.3
235LSTR$LSTRLANDSTAR SYSTEM INC$96,1860.0%+0%49
236SCHW$SCHWSCHWAB CHARLES CORP$95,8600.0%-2%77.2
237EPD$EPDENTERPRISE PRODUCTS PARTNERS L.P.$95,8110.0%+0%66.4
238PPL$PPLPPL Corp$95,4240.0%+0%70.3
239SGOL$SGOLabrdn Gold ETF Trust$93,7020.0%+0%
240XYZ$XYZBlock, Inc.$93,7010.0%-8%60.3
241ISHARES INC$92,8180.0%-5%
242PPG$PPGPPG INDUSTRIES INC$92,7720.0%-10%57.1
243VG$VGVenture Global, Inc.$91,2820.0%+0%69
244VANECK ETF TRUST$90,0520.0%+0%
245COIN$COINCoinbase Global, Inc.$89,9250.0%+10%68
246DVN$DVNDEVON ENERGY CORP/DE$89,3690.0%+25%70.2
247ISHARES TR$87,4500.0%+0%
248PEG$PEGPUBLIC SERVICE ENTERPRISE GROUP INC$86,3740.0%-5%74.6
249COP$COPCONOCOPHILLIPS$86,3280.0%+6%74.8
250UNM$UNMUnum Group$86,0300.0%-5%49.5
251WT$WTWisdomTree, Inc.$84,8060.0%+0%62.9
252ESS$ESSESSEX PROPERTY TRUST, INC.$84,7000.0%+0%59.3
253ISHARES TR$83,1550.0%+0%
254J P MORGAN EXCHANGE TRADED F$81,6600.0%+0%
255KR$KRKROGER CO$81,4780.0%-1%51.1
256DIMENSIONAL ETF TRUST$81,1850.0%+0%
257SCHWAB STRATEGIC TR$79,7070.0%+0%
258FE$FEFIRSTENERGY CORP$78,9790.0%+0%61.6
259LVS$LVSLAS VEGAS SANDS CORP$77,5880.0%+0%73.7
260LHX$LHXL3HARRIS TECHNOLOGIES, INC. /DE/$76,3860.0%-64%66.5
261USPH$USPHU S PHYSICAL THERAPY INC /NV$75,0350.0%+0%57.2
262IAU$IAUISHARES GOLD TRUST$74,9360.0%-3%
263PYPL$PYPLPayPal Holdings, Inc.$74,0420.0%-2%70.5
264BX$BXBlackstone Inc.$73,5940.0%+0%68
265HRB$HRBH&R BLOCK INC$73,0980.0%+0%80.3
266ILMN$ILMNILLUMINA, INC.$72,4770.0%+0%62.5
267QCOM$QCOMQUALCOMM INC/DE$72,2460.0%+0%81.9
268CACC$CACCCREDIT ACCEPTANCE CORP$71,9890.0%+0%70.6
269CARR$CARRCARRIER GLOBAL Corp$71,5710.0%+0%61.5
270TGT$TGTTARGET CORP$70,6440.0%+0%53.1
271DD$DDDuPont de Nemours, Inc.$69,9760.0%-1%31.1
272BE$BEBloom Energy Corp$68,0160.0%-13%54.4
273FIRST TR EXCHANGE-TRADED FD$66,6860.0%+0%
274MAR$MARMARRIOTT INTERNATIONAL INC /MD/$65,0870.0%+0%65.9
275NET$NETCloudflare, Inc.$64,5850.0%+213%52.6
276DOW$DOWDOW INC.$63,9750.0%-6%38
277ISHARES TR$63,3870.0%+0%
278TRMK$TRMKTRUSTMARK CORP$63,2100.0%+0%
279OKTA$OKTAOkta, Inc.$62,5750.0%+77%67.3
280DELL$DELLDell Technologies Inc.$61,2210.0%+8%76
281AMP$AMPAMERIPRISE FINANCIAL INC$60,8830.0%+0%70.2
282DDOG$DDOGDatadog, Inc.$59,2620.0%+0%62.9
283RGTI$RGTIRigetti Computing, Inc.$59,1370.0%+0%8.1
284RGEN$RGENREPLIGEN CORP$58,2040.0%+0%54.1
285BP$BPBP PLC$56,8700.0%+0%
286WT$WTWisdomTree, Inc.$56,5730.0%NEW62.9
287INTC$INTCINTEL CORP$55,1040.0%+0%41.5
288MET$METMETLIFE INC$55,0210.0%+0%73.9
289IVZ$IVZInvesco Ltd.$54,6980.0%+0%
290NU$NUNu Holdings Ltd.$54,4200.0%+0%
291HON$HONHONEYWELL INTERNATIONAL INC$52,8920.0%+0%65.7
292NVR$NVRNVR INC$52,7190.0%NEW62.3
293QBTS$QBTSD-Wave Quantum Inc.$52,5980.0%+0%24.7
294ISHARES TR$52,4960.0%+0%
295TMUS$TMUST-Mobile US, Inc.$52,2980.0%+0%72.7
296ED$EDCONSOLIDATED EDISON INC$51,6110.0%+0%71.6
297ICE$ICEIntercontinental Exchange, Inc.$51,1220.0%-5%73.8
298PRCT$PRCTPROCEPT BioRobotics Corp$51,0210.0%+60%34.8
299TPR$TPRTAPESTRY, INC.$50,2360.0%+0%76.4
300PLPC$PLPCPREFORMED LINE PRODUCTS CO$50,0890.0%+0%48.6
301IBIT$IBITiShares Bitcoin Trust ETF$49,9460.0%NEW
302CCL$CCLCarnival Corp Ltd.$49,4570.0%+111%
303GL$GLGLOBE LIFE INC.$49,2670.0%+0%66.6
304Q$QQnity Electronics, Inc.$49,0370.0%-2%
305GLW$GLWCORNING INC /NY$48,9500.0%+13%72.7
306OTIS$OTISOtis Worldwide Corp$48,9460.0%+0%60.3
307ISHARES TR$48,8720.0%+0%
308VANGUARD WORLD FD$48,8290.0%+0%
309SPDR SERIES TRUST$48,5110.0%+0%
310J P MORGAN EXCHANGE TRADED F$47,1570.0%+0%
311PANW$PANWPalo Alto Networks Inc$47,1350.0%+0%66.5
312WBD$WBDWarner Bros. Discovery, Inc.$46,9570.0%-22%42.1
313VANGUARD BD INDEX FDS$46,4670.0%+0%
314AFG$AFGAMERICAN FINANCIAL GROUP INC$46,3590.0%+0%59.9
315VANGUARD WORLD FD$46,0890.0%+0%
316CI$CICigna Group$45,8810.0%+0%66.8
317CBU$CBUCOMMUNITY FINANCIAL SYSTEM, INC.$45,7470.0%+0%65.8
318CCJ$CCJCAMECO CORP$45,6170.0%+140%
319NBIS$NBISNebius Group N.V.$45,2400.0%+112%
320IVZ$IVZInvesco Ltd.$44,8890.0%+0%
321SBAC$SBACSBA COMMUNICATIONS CORP$44,2330.0%+0%71.3
322GNTX$GNTXGENTEX CORP$43,7000.0%+0%65.5
323SOLV$SOLVSolventum Corp$43,6860.0%+0%55.7
324DE$DEDEERE & CO$42,8110.0%+0%57.4
325L$LLOEWS CORP$42,6960.0%+0%75.2
326ISHARES TR$42,5210.0%+13%
327ACM$ACMAECOM$42,4100.0%+0%58.2
328ADP$ADPAUTOMATIC DATA PROCESSING INC$41,6520.0%+0%77.9
329FBK$FBKFB Financial Corp$41,5520.0%+0%
330APO$APOApollo Global Management, Inc.$41,4490.0%+0%55.7
331MTDR$MTDRMatador Resources Co$41,0670.0%NEW66.1
332WDFC$WDFCWD 40 CO$40,7880.0%+0%54.1
333OWL$OWLBLUE OWL CAPITAL INC.$40,1720.0%+2100%59.4
334SELECT SECTOR SPDR TR$40,0250.0%+137%
335D$DDOMINION ENERGY, INC$39,6270.0%-11%74.9
336VRT$VRTVertiv Holdings Co$39,3420.0%+554%82.7
337ETHW$ETHWBitwise Ethereum ETF$39,0000.0%NEW
338WEC$WECWEC ENERGY GROUP, INC.$38,5520.0%+0%67
339CRWV$CRWVCoreWeave, Inc.$38,4260.0%+5%46.5
340ASAN$ASANAsana, Inc.$38,4000.0%+0%42.1
341USAR$USARUSA Rare Earth, Inc.$37,8830.0%+5%28.1
342ALTG$ALTGALTA EQUIPMENT GROUP INC.$37,8270.0%+0%34.6
343ENB$ENBENBRIDGE INC$37,6280.0%+0%
344INVH$INVHInvitation Homes Inc.$37,2750.0%+0%59.7
345APLD$APLDApplied Digital Corp.$36,4890.0%+0%35.4
346ISHARES TR$36,4750.0%+0%
347BHP$BHPBHP Group Ltd$36,3700.0%+0%
348HIG$HIGHARTFORD INSURANCE GROUP, INC.$35,9720.0%+0%69.5
349SCHWAB STRATEGIC TR$35,8630.0%+0%
350SELECT SECTOR SPDR TR$35,7940.0%+0%
351KMX$KMXCARMAX INC$35,3430.0%+0%54.1
352META$METAMeta Platforms, Inc.$35,2850.0%-58%80.9
353ETX$ETXEaton Vance Municipal Income 2028 Term Trust$35,2520.0%+0%
354FIRST TR EXCHANGE-TRADED FD$35,1440.0%+0%
355KEYS$KEYSKeysight Technologies, Inc.$34,7320.0%+0%72.3
356EOT$EOTEaton Vance National Municipal Opportunities Trust$34,2400.0%+0%
357SLV$SLViShares Silver Trust$34,0700.0%-33%
358IVZ$IVZInvesco Ltd.$33,8370.0%+0%
359FIRST TR EXCHNG TRADED FD VI$32,8320.0%+0%
360CHEF$CHEFChefs' Warehouse, Inc.$32,6980.0%+0%58.3
361SYF$SYFSynchrony Financial$32,6450.0%+243%
362NVS$NVSNOVARTIS AG$32,0780.0%+0%
363EXC$EXCEXELON CORP$32,0110.0%-18%63.9
364XYL$XYLXylem Inc.$31,7870.0%+0%65.6
365STX$STXSeagate Technology Holdings plc$31,3410.0%+0%
366MAS$MASMASCO CORP /DE/$31,2120.0%+0%59.9
367SM$SMSM Energy Co$31,1800.0%NEW66.6
368SPDR SERIES TRUST$30,7960.0%+0%
369BLD$BLDQXO Insulation, LLC$29,8610.0%+0%62
370CSX$CSXCSX CORP$29,5560.0%+0%66.4
371BOX$BOXBOX INC$29,5500.0%+0%61.7
372VANGUARD CHARLOTTE FDS$29,3110.0%-1%
373WT$WTWisdomTree, Inc.$29,0030.0%+0%62.9
374SPDR SERIES TRUST$28,4850.0%-6%
375CLF$CLFCLEVELAND-CLIFFS INC.$28,0710.0%+119%35.7
376NKE$NKENIKE, Inc.$27,8370.0%+55%53.4
377NOW$NOWServiceNow, Inc.$27,7060.0%-73%76
378SCHWAB STRATEGIC TR$27,7030.0%-34%
379VLO$VLOVALERO ENERGY CORP/TX$27,6730.0%+0%51.4
380COR$CORCencora, Inc.$27,6450.0%+0%59.6
381ROST$ROSTROSS STORES, INC.$27,2960.0%+0%71.5
382AWK$AWKAmerican Water Works Company, Inc.$27,2180.0%+0%61.7
383AAL$AALAmerican Airlines Group Inc.$27,1730.0%+0%50.6
384ISHARES TR$26,9940.0%+0%
385GDV$GDVGABELLI DIVIDEND & INCOME TRUST$26,9300.0%+0%
386GD$GDGENERAL DYNAMICS CORP$26,7720.0%-16%73
387SPDR SERIES TRUST$25,9920.0%+0%
388DG$DGDOLLAR GENERAL CORP$25,7650.0%+0%60.4
389ITT$ITTITT INC.$25,3410.0%+0%63.1
390ENR$ENRENERGIZER HOLDINGS, INC.$25,3200.0%+0%57
391VANGUARD INDEX FDS$25,1080.0%+0%
392FITB$FITBFIFTH THIRD BANCORP$24,9960.0%NEW
393MRVL$MRVLMarvell Technology, Inc.$24,4660.0%+0%77.3
394SPDR SERIES TRUST$24,1600.0%-6%
395BABA$BABAAlibaba Group Holding Ltd$24,0890.0%+0%
396BLK$BLKBlackRock, Inc.$24,0430.0%+0%70.3
397PFG$PFGPRINCIPAL FINANCIAL GROUP INC$23,7900.0%+0%50.6
398GS$GSGOLDMAN SACHS GROUP INC$23,6880.0%+0%
399FIRST TR EXCHNG TRADED FD VI$23,6850.0%+0%
400VANGUARD INDEX FDS$22,6470.0%+0%
401AIG$AIGAMERICAN INTERNATIONAL GROUP, INC.$22,5750.0%+0%59.5
402KF$KFKOREA FUND INC$22,4500.0%+0%
403URI$URIUNITED RENTALS, INC.$21,8570.0%-50%70.7
404EVERPURE INC$21,8450.0%+118%
405GEHC$GEHCGE HealthCare Technologies Inc.$21,4970.0%-4%58.2
406VANECK ETF TRUST$21,4710.0%+0%
407GM$GMGeneral Motors Co$21,1580.0%+230%58.7
408FIDELITY COVINGTON TRUST$21,1080.0%+0%
409VANECK ETF TRUST$21,0160.0%+0%
410MPWR$MPWRMONOLITHIC POWER SYSTEMS INC$20,7740.0%+0%76.3
411ADM$ADMArcher-Daniels-Midland Co$20,6440.0%-75%49.4
412AHR$AHRAmerican Healthcare REIT, Inc.$20,3740.0%+0%63.7
413KMI$KMIKINDER MORGAN, INC.$20,1180.0%+0%74.6
414LUV$LUVSOUTHWEST AIRLINES CO$20,0250.0%-88%51.1
415AEE$AEEAMEREN CORP$19,8960.0%+0%63.5
416VANGUARD SCOTTSDALE FDS$19,8180.0%+0%
417CZWI$CZWICitizens Community Bancorp Inc.$19,8000.0%+0%
418CCLD$CCLDCareCloud, Inc.$19,6740.0%+0%58.3
419RIVN$RIVNRivian Automotive, Inc. / DE$19,6410.0%+1908%36
420NFG$NFGNATIONAL FUEL GAS CO$18,7920.0%-22%80.4
421NUV$NUVNUVEEN MUNICIPAL VALUE FUND INC$18,7360.0%+0%
422LNG$LNGCheniere Energy, Inc.$18,4450.0%-43%48.4
423TXN$TXNTEXAS INSTRUMENTS INC$18,2500.0%-10%70.4
424TTE$TTETotalEnergies SE$18,1960.0%+0%
425ACHR$ACHRArcher Aviation Inc.$18,1470.0%-1%25
426MGY$MGYMagnolia Oil & Gas Corp$17,8690.0%+0%71.2
427NGVT$NGVTIngevity Corp$17,5230.0%+0%52.7
428ZS$ZSZscaler, Inc.$17,3960.0%+0%57.9
429SHW$SHWSHERWIN WILLIAMS CO$17,3100.0%+0%65.3
430ISHARES TR$16,9060.0%-45%
431IRT$IRTINDEPENDENCE REALTY TRUST, INC.$16,8860.0%+0%44.6
432PSKY$PSKYParamount Skydance Corp$16,7420.0%+0%62.5
433AXGN$AXGNAxogen, Inc.$16,5650.0%+0%38
434LOB$LOBLive Oak Bancshares, Inc.$16,5350.0%+0%
435VANGUARD WORLD FD$16,4310.0%+0%
436AIZ$AIZASSURANT, INC.$16,3360.0%+0%62.6
437HPQ$HPQHP INC$16,3290.0%+0%58.9
438GILD$GILDGILEAD SCIENCES, INC.$16,0290.0%+0%77.8
439ISHARES TR$15,8450.0%+66%
440HGTY$HGTYHagerty, Inc.$15,8270.0%NEW68.2
441MNST$MNSTMonster Beverage Corp$15,6520.0%+0%77
442MELI$MELIMERCADOLIBRE INC$15,5620.0%NEW77.5
443KBH$KBHKB HOME$15,5250.0%+0%45.9
444C$CCITIGROUP INC$15,4240.0%+0%54.8
445DY$DYDYCOM INDUSTRIES INC$15,2470.0%NEW62.1
446AME$AMEAMETEK INC/$15,2200.0%+0%74.2
447GDLC$GDLCGrayscale CoinDesk Crypto 5 ETF$14,9720.0%NEW
448RUN$RUNSunrun Inc.$14,9710.0%+0%54.6
449UWMC$UWMCUWM Holdings Corp$14,7590.0%+0%49.4
450SOFI$SOFISoFi Technologies, Inc.$14,6890.0%+0%53.8
451MBWM$MBWMMERCANTILE BANK CORP$14,2920.0%+0%
452SPG$SPGSIMON PROPERTY GROUP INC.$14,1770.0%+0%76.9
453ISHARES TR$14,0600.0%-30%
454AMPLIFY ETF TR$13,9970.0%NEW
455STWD$STWDSTARWOOD PROPERTY TRUST, INC.$13,8630.0%+0%54.6
456GDRX$GDRXGoodRx Holdings, Inc.$13,7200.0%+0%52.5
457DNP$DNPDNP SELECT INCOME FUND INC$13,6380.0%+0%
458SNPS$SNPSSYNOPSYS INC$13,5980.0%+0%63.1
459ADMA$ADMAADMA BIOLOGICS, INC.$13,5150.0%+0%76
460HSBC$HSBCHSBC HOLDINGS PLC$13,4460.0%+0%
461IVZ$IVZInvesco Ltd.$13,3720.0%+0%
462TRV$TRVTRAVELERS COMPANIES, INC.$13,1260.0%+0%71.5
463BSX$BSXBOSTON SCIENTIFIC CORP$13,1150.0%+0%79.9
464JOBY$JOBYJoby Aviation, Inc.$13,0680.0%+0%28.7
465CCI$CCICROWN CASTLE INC.$12,3600.0%+0%52.9
466TEL$TELTE Connectivity plc$12,3330.0%+0%
467SCI$SCISERVICE CORP INTERNATIONAL$12,2940.0%+0%54.8
468ISHARES TR$12,2510.0%+0%
469EA$EAELECTRONIC ARTS INC.$12,2330.0%+0%71.1
470SCHWAB STRATEGIC TR$12,1600.0%+0%
471NIO$NIONIO Inc.$11,9100.0%+0%
472GLOBAL X FDS$11,8220.0%+0%
473UA$UAUnder Armour, Inc.$11,8120.0%+2%40.5
474CHI$CHICALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND$11,7500.0%+0%
475SBUX$SBUXSTARBUCKS CORP$11,7430.0%+0%54.6
476FBIN$FBINFortune Brands Innovations, Inc.$11,6910.0%+0%48.7
477SELECT SECTOR SPDR TR$11,6410.0%-40%
478RMAX$RMAXRE/MAX Holdings, Inc.$11,5200.0%+0%34.9
479PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$11,4450.0%+0%70.9
480DOCS$DOCSDoximity, Inc.$11,1840.0%NEW77.5
481HPE$HPEHewlett Packard Enterprise Co$11,1200.0%+0%52.5
482CART$CARTMaplebear Inc.$11,0510.0%+48%76.4
483VANGUARD SCOTTSDALE FDS$10,9230.0%-4%
484KMB$KMBKIMBERLY CLARK CORP$10,9020.0%-21%61.7
485VSNT$VSNTVersant Media Group, Inc.$10,8100.0%NEW
486SPINNAKER ETF SERIES$10,7970.0%+96%
487KNX$KNXKnight-Swift Transportation Holdings Inc.$10,7680.0%+0%49.3
488SPOT$SPOTSpotify Technology S.A.$10,6690.0%+0%
489MRNA$MRNAModerna, Inc.$10,6680.0%+0%15.9
490PSX$PSXPhillips 66$10,3850.0%+0%47.6
491ISHARES TR$10,2510.0%+0%
492J P MORGAN EXCHANGE TRADED F$10,1300.0%+0%
493VANGUARD SCOTTSDALE FDS$9,9820.0%-64%
494SU$SUSUNCOR ENERGY INC$9,9170.0%+0%
495BB$BBBLACKBERRY Ltd$9,9080.0%+0%
496NGL$NGLNGL Energy Partners LP$9,8640.0%+0%66.7
497CHPT$CHPTChargePoint Holdings, Inc.$9,7200.0%+0%14.9
498YMM$YMMFull Truck Alliance Co. Ltd.$9,6860.0%+0%
499SJM$SJMJ M SMUCKER Co$9,6440.0%+0%46.4
500IBN$IBNICICI BANK LTD$9,6090.0%+0%
501CMS$CMSCMS ENERGY CORP$9,4800.0%+0%61.5
502OPEN$OPENOpendoor Technologies Inc.$9,3600.0%+0%37.1
503ISHARES TR$9,2370.0%+0%
504LEN$LENLENNAR CORP /NEW/$9,1190.0%+0%49.2
505LPLA$LPLALPL Financial Holdings Inc.$9,0850.0%+0%61.8
506MUFG$MUFGMITSUBISHI UFJ FINANCIAL GROUP INC$9,0490.0%+0%
507EXPE$EXPEExpedia Group, Inc.$9,0050.0%+0%65.7
508SPDR SERIES TRUST$8,9880.0%+0%
509SPDR SERIES TRUST$8,6870.0%+0%
510ALV$ALVAUTOLIV INC$8,6240.0%+0%56.9
511RBLX$RBLXRoblox Corp$8,4840.0%+0%53.7
512REYN$REYNReynolds Consumer Products Inc.$8,4720.0%+0%52.8
513SHOP$SHOPSHOPIFY INC.$8,3040.0%+0%
514WTRG$WTRGEssential Utilities, Inc.$8,0540.0%NEW70.9
515VST$VSTVistra Corp.$7,8180.0%NEW62.9
516SLB$SLBSLB LIMITED/NV$7,7600.0%+0%63.2
517SELECT SECTOR SPDR TR$7,6960.0%+0%
518METC$METCRamaco Resources, Inc.$7,6840.0%+0%24.1
519PFH$PFHPRUDENTIAL FINANCIAL INC$7,5880.0%+0%58.6
520J P MORGAN EXCHANGE TRADED F$7,4310.0%+0%
521VRSK$VRSKVerisk Analytics, Inc.$7,2110.0%+0%77.3
522EQIX$EQIXEQUINIX INC$7,1380.0%-30%61.4
523STZ$STZCONSTELLATION BRANDS, INC.$6,7500.0%+0%65
524SAP$SAPSAP SE$6,6780.0%-60%
525ISHARES U S ETF TR$6,6600.0%NEW
526ISHARES TR$6,6060.0%-28%
527HTFL$HTFLHeartflow, Inc.$6,5210.0%+0%45.3
528VTRS$VTRSViatris Inc$6,4780.0%-13%47.1
529LOW$LOWLOWES COMPANIES INC$6,1850.0%+0%63.5
530SLDP$SLDPSolid Power, Inc.$6,0000.0%+100%14.5
531DOC$DOCHEALTHPEAK PROPERTIES, INC.$5,9650.0%+0%62
532BAC$BACBANK OF AMERICA CORP /DE/$5,9580.0%+0%68.4
533GLOBAL X FDS$5,8500.0%-73%
534WFC$WFCWELLS FARGO & COMPANY/MN$5,7750.0%+0%
535WAB$WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$5,7480.0%+0%70.8
536CAG$CAGCONAGRA BRANDS INC.$5,4870.0%-22%48.2
537ISHARES TR$5,3680.0%-54%
538TU$TUTELUS CORP$5,1840.0%+0%
539FCX$FCXFREEPORT-MCMORAN INC$5,0560.0%+0%73.1
540INVESCO EXCHANGE TRADED FD T$5,0530.0%+0%
541ABNB$ABNBAirbnb, Inc.$5,0520.0%+0%70.1
542HDB$HDBHDFC BANK LTD$5,0260.0%+0%
543PDM$PDMPiedmont Realty Trust, Inc.$4,9670.0%+0%
544CX$CXCEMEX SAB DE CV$4,9650.0%NEW
545MPLX$MPLXMPLX LP$4,8510.0%+0%76.5
546RITM$RITMRithm Capital Corp.$4,7400.0%+0%52
547ISHARES TR$4,6460.0%-81%
548AMX$AMXAMERICA MOVIL SAB DE CV/$4,0770.0%+0%
549SOLS$SOLSSolstice Advanced Materials Inc.$3,7320.0%-16%
550CNC$CNCCENTENE CORP$3,4710.0%+0%52.7
551HOOD$HOODRobinhood Markets, Inc.$3,4650.0%+0%75.8
552ARR$ARRArmour Residential REIT, Inc.$3,3360.0%+0%
553COF$COFCAPITAL ONE FINANCIAL CORP$3,2840.0%+0%71
554LISTED FDS TR$3,1270.0%+0%
555KD$KDKyndryl Holdings, Inc.$3,0310.0%-10%46
556TEVA$TEVATEVA PHARMACEUTICAL INDUSTRIES LTD$3,0120.0%+0%
557SMCI$SMCISuper Micro Computer, Inc.$2,9610.0%+0%61.9
558MAN$MANManpowerGroup Inc.$2,9460.0%+0%42.6
559ETHE$ETHEGrayscale Ethereum Staking ETF$2,8000.0%NEW
560RYN$RYNRAYONIER INC$2,7840.0%-25%68.1
561LITMAN GREGORY FDS TR$2,7440.0%-76%
562ZBH$ZBHZIMMER BIOMET HOLDINGS, INC.$2,7130.0%+0%64.9
563CHTR$CHTRCHARTER COMMUNICATIONS, INC. /MO/$2,5910.0%NEW57.7
564CFG$CFGCITIZENS FINANCIAL GROUP INC/RI$2,5790.0%+0%68.8
565SNAP$SNAPSnap Inc$2,5760.0%+0%46.8
566FSLR$FSLRFIRST SOLAR, INC.$2,5650.0%+0%73.8
567ISHARES INC$2,4900.0%-76%
568OKLO$OKLOOklo Inc.$2,4800.0%+0%
569IVZ$IVZInvesco Ltd.$2,4770.0%-76%
570SELECT SECTOR SPDR TR$2,3930.0%+0%
571VOYG$VOYGVoyager Technologies, Inc./TX$2,3390.0%+0%27.6
572KHC$KHCKraft Heinz Co$2,3390.0%-9%42.5
573REGN$REGNREGENERON PHARMACEUTICALS, INC.$2,3180.0%NEW75.1
574NB$NBNIOCORP DEVELOPMENTS LTD$2,2300.0%+0%
575DKNG$DKNGDraftKings Inc.$2,1620.0%+0%54
576FOXA$FOXAFox Corp$2,1030.0%+0%65.1
577RNG$RNGRingCentral, Inc.$2,0460.0%+0%57
578SIRI$SIRISIRIUS XM HOLDINGS INC.$2,0320.0%+0%37.7
579PTLO$PTLOPortillo's Inc.$2,0210.0%+0%40.6
580NCLH$NCLHNorwegian Cruise Line Holdings Ltd.$1,8700.0%+0%
581DNN$DNNDENISON MINES CORP.$1,7300.0%+0%
582FWONA$FWONALiberty Media Corp$1,7010.0%+0%51
583LLYVA$LLYVALiberty Live Holdings, Inc.$1,6940.0%+0%
584CALY$CALYCallaway Golf Co$1,6660.0%NEW34.1
585EL$ELESTEE LAUDER COMPANIES INC$1,6650.0%+0%52.5
586TDC$TDCTERADATA CORP /DE/$1,6410.0%-58%69
587BNY MELLON ETF TRUST II$1,5520.0%NEW
588SOHU$SOHUSohu.com Ltd$1,5450.0%+0%
589SNOW$SNOWSnowflake Inc.$1,5090.0%+0%49.6
590ALC$ALCALCON INC$1,5070.0%+0%
591BEEM$BEEMBeam Global$1,4700.0%+0%7.5
592NAT$NATNORDIC AMERICAN TANKERS Ltd$1,4650.0%+0%
593MAT$MATMATTEL INC /DE/$1,4100.0%+0%54
594QS$QSQuantumScape Corp$1,3980.0%+0%
595ACN$ACNAccenture plc$1,3890.0%+0%
596MU$MUMICRON TECHNOLOGY INC$1,3520.0%+0%88.4
597LAC$LACLITHIUM AMERICAS CORP.$1,2680.0%+0%
598DLB$DLBDolby Laboratories, Inc.$1,2620.0%+0%65.7
599HUBS$HUBSHUBSPOT INC$1,2210.0%+0%58.1
600PNR$PNRPENTAIR plc$1,2200.0%+0%
601BEAM$BEAMBeam Therapeutics Inc.$1,1920.0%+0%12.1
602PCG$PCGPG&E Corp$1,1780.0%-50%59.3
603BNY MELLON ETF TRUST II$1,0710.0%NEW
604EXP WORLD HLDGS INC$1,0430.0%+0%
605ADNT$ADNTAdient plc$1,0110.0%+0%
606LBRDA$LBRDALiberty Broadband Corp$1,0060.0%+0%59.4
607BEPC$BEPCBrookfield Renewable Corp$8770.0%+0%
608MNKD$MNKDMANNKIND CORP$8680.0%+103%44.4
609RIG$RIGTransocean Ltd.$8620.0%+0%
610ISHARES TR$8280.0%-99%
611LLYVA$LLYVALiberty Live Holdings, Inc.$8250.0%+0%
612TY$TYTRI-CONTINENTAL Corp$7900.0%+0%
613FWONA$FWONALiberty Media Corp$7810.0%+0%51
614BEPC$BEPCBrookfield Renewable Corp$7190.0%+0%
615ORC$ORCOrchid Island Capital, Inc.$7030.0%+0%
616NMAX$NMAXNewsmax Inc.$6270.0%+0%33.1
617LBRDA$LBRDALiberty Broadband Corp$5030.0%+0%59.4
618CRSP$CRSPCRISPR Therapeutics AG$4760.0%+0%4.5
619ALAR$ALARAlarum Technologies Ltd.$4120.0%+0%
620SMR$SMRNUSCALE POWER Corp$3800.0%+0%26.6
621SAFE$SAFESafehold Inc.$3520.0%+0%55.3
622NBR$NBRNABORS INDUSTRIES LTD$3450.0%+0%
623ENPH$ENPHEnphase Energy, Inc.$3410.0%+0%44.1
624RACE$RACEFerrari N.V.$3390.0%+0%
625FLGT$FLGTFulgent Genetics, Inc.$3180.0%+0%27.2
626PENN$PENNPENN Entertainment, Inc.$3010.0%+0%44.8
627UAA$UAAUnder Armour, Inc.$2370.0%NEW40.5
628VOD$VODVODAFONE GROUP PUBLIC LTD CO$2110.0%+0%
629GTX$GTXGarrett Motion Inc.$1820.0%+0%59.6
630METC$METCRamaco Resources, Inc.$1740.0%+0%24.1
631DXC$DXCDXC Technology Co$1510.0%+0%52.1
632GME$GMEGameStop Corp.$1390.0%NEW60.6
633STHO$STHOStar Holdings$1290.0%+0%25.9
634RENT$RENTRent the Runway, Inc.$1250.0%+0%51.5
635EDIT$EDITEditas Medicine, Inc.$1240.0%+0%10.8
636STLA$STLAStellantis N.V.$1210.0%+0%
637BHF$BHFBrighthouse Financial, Inc.$1200.0%+0%54.9
638EMBC$EMBCEmbecta Corp.$1150.0%+0%60.2
639SEDG$SEDGSOLAREDGE TECHNOLOGIES, INC.$1030.0%+0%25.9
640SPDR SERIES TRUST$960.0%-99%
641AQMS$AQMSAqua Metals, Inc.$950.0%+0%
642BYND$BYNDBEYOND MEAT, INC.$950.0%+0%13.1
643SWX$SWXSouthwest Gas Holdings, Inc.$870.0%-98%
644CSIQ$CSIQCanadian Solar Inc.$700.0%+0%
645OGN$OGNOrganon & Co.$600.0%-97%55.1
646IVZ$IVZInvesco Ltd.$560.0%+0%
647OPEN$OPENOpendoor Technologies Inc.$400.0%+0%37.1
648LCID$LCIDLucid Group, Inc.$390.0%+0%30.1
649AGNC$AGNCAGNC Investment Corp.$310.0%+0%
650CNDT$CNDTCONDUENT Inc$260.0%+0%30
651CGC$CGCCanopy Growth Corp$240.0%+0%20.1
652OPEN$OPENOpendoor Technologies Inc.$170.0%+0%37.1
653OPEN$OPENOpendoor Technologies Inc.$160.0%+0%37.1
654AQN$AQNALGONQUIN POWER & UTILITIES CORP.$130.0%+0%
655EVGO$EVGOEVgo Inc.$40.0%+0%39.1
656ACB$ACBAURORA CANNABIS INC$40.0%+0%
657DSS$DSSDSS, INC.$10.0%+0%
658IBO$IBOIMPACT BIOMEDICAL INC.$10.0%NEW

New Positions (25)

RBB FUND TRUST$133,719
NVR$NVR NVR INC$52,719
IBIT$IBIT iShares Bitcoin Trust ETF$49,946
MTDR$MTDR Matador Resources Co$41,067
ETHW$ETHW Bitwise Ethereum ETF$39,000
SM$SM SM Energy Co$31,180
FITB$FITB FIFTH THIRD BANCORP$24,996
MELI$MELI MERCADOLIBRE INC$15,562
DY$DY DYCOM INDUSTRIES INC$15,247
GDLC$GDLC Grayscale CoinDesk Crypto 5 ETF$14,972
AMPLIFY ETF TR$13,997
DOCS$DOCS Doximity, Inc.$11,184
VSNT$VSNT Versant Media Group, Inc.$10,810
WTRG$WTRG Essential Utilities, Inc.$8,054
VST$VST Vistra Corp.$7,818

Exited Positions (55)

FISV$FISV FISERV INC
MSCI$MSCI MSCI Inc.
MFM$MFM ABERDEEN MUNICIPAL INCOME FUND
RMD$RMD RESMED INC
FDX$FDX FEDEX CORP
EGP$EGP EASTGROUP PROPERTIES INC
CXH$CXH MFS INVESTMENT GRADE MUNICIPAL TRUST
MMD$MMD NYLI MacKay DefinedTerm Muni Opportunities Fund
COMERICA INC
VRTX$VRTX VERTEX PHARMACEUTICALS INC / MA
BAX$BAX BAXTER INTERNATIONAL INC
BBVA$BBVA BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
SONY$SONY Sony Group Corp
ORLY$ORLY O REILLY AUTOMOTIVE INC
ABRDN ETFS

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