RMR Wealth Builders
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1803848
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.3B
Holdings
277
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
RMR Wealth Builders disclosed 277 positions worth $1.3B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 16 new positions and exited 12 — including a new stake in $NEM and a full exit from $QCOM. The portfolio is most concentrated in Other (66.6% of disclosed assets). All figures are sourced directly from RMR Wealth Builders’s Form 13F-HR filing with the SEC under CIK 1803848.
AI Fund Analysis
StableVANGUARD INDEX FDS
9.5% weight
Held 9 quarters
VANGUARD INDEX FDS
9.1% weight
Held 9 quarters
VANGUARD INDEX FDS
8.9% weight
Held 9 quarters
ISHARES TR
5.9% weight
Held 9 quarters
ISHARES TR
5.0% weight
Held 9 quarters
VANGUARD INDEX FDS
4 quarters accumulating
VANGUARD INDEX FDS
4 quarters accumulating
ISHARES TR
4 quarters accumulating
ISHARES TR
4 quarters accumulating
FIRST TR EXCH TRADED FD II
4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$120.9M202,306 shVANGUARD INDEX FDS
—Quality
$115.6M264,722 shVANGUARD INDEX FDS
—Quality
$112.6M573,956 shISHARES TR
—Quality
$74.9M1,109,425 shISHARES TR
—Quality
$62.9M694,475 shNORTHERN LTS FD TR II
—Quality
$52.8M2,257,306 sh- 90.2
Quality
$43.5M249,419 sh ISHARES TR
—Quality
$42.6M99,977 sh- 76.1
Quality
$39.1M154,071 sh ISHARES TR
—Quality
$31.4M294,637 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $120.9M | 202,306 |
| VANGUARD INDEX FDS | — | $115.6M | 264,722 |
| VANGUARD INDEX FDS | — | $112.6M | 573,956 |
| ISHARES TR | — | $74.9M | 1,109,425 |
| ISHARES TR | — | $62.9M | 694,475 |
| NORTHERN LTS FD TR II | — | $52.8M | 2,257,306 |
 NVIDIA CORP$NVDA | 90.2 | $43.5M | 249,419 |
| ISHARES TR | — | $42.6M | 99,977 |
 Apple Inc.$AAPL | 76.1 | $39.1M | 154,071 |
| ISHARES TR | — | $31.4M | 294,637 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of RMR Wealth Builders's 277 positions.
Showing top 10 of 277 holdings.
Sector Allocation
Other
$845.2M
Technology
$198.8M
Financials
$65.8M
Consumer Discretionary
$44.0M
Healthcare
$30.0M
Industrials
$26.2M
Energy
$14.8M
Utilities
$12.8M
Full Holdings — RMR Wealth Builders (Q1 2026)
All 277 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 | $120.9M | 9.5% | +8% | — |
| 2 | — | VANGUARD INDEX FDS | $115.6M | 9.1% | +11% | — |
| 3 | — | VANGUARD INDEX FDS | $112.6M | 8.9% | +3% | — |
| 4 | — | ISHARES TR | $74.9M | 5.9% | -2% | — |
| 5 | — | ISHARES TR | $62.9M | 5.0% | +7% | — |
| 6 | — | NORTHERN LTS FD TR II | $52.8M | 4.2% | +25% | — |
| 7 | $NVDA | NVIDIA CORP | $43.5M | 3.4% | -1% | 90.2 |
| 8 | — | ISHARES TR | $42.6M | 3.4% | -1% | — |
| 9 | $AAPL | Apple Inc. | $39.1M | 3.1% | +16% | 76.1 |
| 10 | — | ISHARES TR | $31.4M | 2.5% | +2% | — |
| 11 | — | ISHARES TR | $29.3M | 2.3% | -1% | — |
| 12 | — | FIRST TR EXCH TRADED FD III | $21.5M | 1.7% | +5% | — |
| 13 |  $MSFT | MICROSOFT CORP | $19.9M | 1.6% | +5% | 83.7 |
| 14 | — | SCHWAB STRATEGIC TR | $19.3M | 1.5% | +21% | — |
| 15 | — | PIMCO ETF TR | $19.1M | 1.5% | +8% | — |
| 16 | — | FIRST TR EXCH TRADED FD III | $16.9M | 1.3% | +5% | — |
| 17 | — | ISHARES TR | $16.2M | 1.3% | +6% | — |
| 18 |  $AMZN | AMAZON COM INC | $15.9M | 1.3% | +3% | 74.6 |
| 19 |  $AVGO | Broadcom Inc. | $14.1M | 1.1% | -1% | 86.4 |
| 20 |  $JPM | JPMORGAN CHASE & CO | $11.5M | 0.9% | +4% | 35.6 |
| 21 |  $SPY | SPDR S&P 500 ETF TRUST | $11.4M | 0.9% | -0% | — |
| 22 | — | CAPITAL GRP FIXED INCM ETF T | $10.5M | 0.8% | +14% | — |
| 23 |  $GOOGL | Alphabet Inc. | $9.1M | 0.7% | +3% | 80.2 |
| 24 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $8.6M | 0.7% | -3% | — |
| 25 |  $META | Meta Platforms, Inc. | $8.0M | 0.6% | +4% | 80.9 |
| 26 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $7.1M | 0.6% | -2% | — |
| 27 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.6M | 0.5% | +5% | 64.5 |
| 28 |  $XOM | EXXON MOBIL CORP | $6.3M | 0.5% | -7% | 61.8 |
| 29 |  $COST | COSTCO WHOLESALE CORP /NEW | $6.2M | 0.5% | +6% | 67 |
| 30 | — | ISHARES TR | $6.1M | 0.5% | +3% | — |
| 31 |  $TSLA | Tesla, Inc. | $6.0M | 0.5% | +7% | 50.1 |
| 32 | — | FEDERATED HERMES ETF TRUST | $5.9M | 0.5% | +13% | — |
| 33 |  $V | VISA INC. | $5.8M | 0.5% | +11% | 83.5 |
| 34 |  $NFLX | NETFLIX INC | $5.7M | 0.5% | +8% | 86.7 |
| 35 |  $GOOG | Alphabet Inc. | $5.6M | 0.4% | +0% | 80.2 |
| 36 |  $LLY | ELI LILLY & Co | $5.5M | 0.4% | +7% | 89.3 |
| 37 | — | SELECT SECTOR SPDR TR | $5.5M | 0.4% | +3% | — |
| 38 |  $AMD | ADVANCED MICRO DEVICES INC | $5.4M | 0.4% | +6% | 78.8 |
| 39 |  $CVX | CHEVRON CORP | $5.3M | 0.4% | +5% | 54.7 |
| 40 |  $WMT | Walmart Inc. | $5.2M | 0.4% | +2% | 63.2 |
| 41 |  $HD | HOME DEPOT, INC. | $5.0M | 0.4% | +13% | 69.2 |
| 42 |  $VZ | VERIZON COMMUNICATIONS INC | $4.4M | 0.3% | +2% | 71.6 |
| 43 |  $GS | GOLDMAN SACHS GROUP INC | $4.3M | 0.3% | +13% | — |
| 44 |  $JNJ | JOHNSON & JOHNSON | $4.3M | 0.3% | +175% | 72.8 |
| 45 | — | SCHWAB STRATEGIC TR | $4.2M | 0.3% | -1% | — |
| 46 |  $GLW | CORNING INC /NY | $4.2M | 0.3% | -10% | 72.7 |
| 47 |  $CRWD | CrowdStrike Holdings, Inc. | $4.1M | 0.3% | +12% | 55 |
| 48 |  $ANET | Arista Networks, Inc. | $3.9M | 0.3% | +4% | 86 |
| 49 |  $MU | MICRON TECHNOLOGY INC | $3.7M | 0.3% | +134% | 88.4 |
| 50 |  $BX | Blackstone Inc. | $3.6M | 0.3% | +41% | 68 |
| 51 |  $CEG | Constellation Energy Corp | $3.5M | 0.3% | +9% | 62.5 |
| 52 |  $TJX | TJX COMPANIES INC /DE/ | $3.4M | 0.3% | +11% | 70.7 |
| 53 |  $AXP | AMERICAN EXPRESS CO | $3.4M | 0.3% | +15% | 73.2 |
| 54 |  $PLTR | Palantir Technologies Inc. | $3.3M | 0.3% | +22% | 85.8 |
| 55 |  $DUK | Duke Energy CORP | $3.3M | 0.3% | +14% | 64 |
| 56 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.3M | 0.3% | +16% | 66.7 |
| 57 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $3.2M | 0.3% | +23% | 76.6 |
| 58 |  $GE | GENERAL ELECTRIC CO | $3.2M | 0.3% | +33% | 74.8 |
| 59 |  $WM | WASTE MANAGEMENT INC | $3.2M | 0.3% | +19% | 70.7 |
| 60 |  $MCD | MCDONALDS CORP | $3.1M | 0.3% | +18% | 73.9 |
| 61 |  $PANW | Palo Alto Networks Inc | $3.1M | 0.3% | +31% | 66.5 |
| 62 |  $AMT | AMERICAN TOWER CORP /MA/ | $3.1M | 0.2% | +37% | 69.8 |
| 63 | — | ISHARES TR | $3.1M | 0.2% | -58% | — |
| 64 | — | SPDR SERIES TRUST | $3.1M | 0.2% | +0% | — |
| 65 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $3.0M | 0.2% | +12% | 75.1 |
| 66 |  $MMM | 3M CO | $3.0M | 0.2% | +18% | 60.7 |
| 67 | — | PIMCO ETF TR | $2.9M | 0.2% | +19% | — |
| 68 | — | ISHARES TR | $2.9M | 0.2% | +0% | — |
| 69 |  $UBER | Uber Technologies, Inc | $2.9M | 0.2% | +28% | 79.3 |
| 70 |  $MO | ALTRIA GROUP, INC. | $2.9M | 0.2% | +765% | 72.1 |
| 71 |  $CRM | Salesforce, Inc. | $2.7M | 0.2% | +39% | 75.2 |
| 72 |  $NEM | NEWMONT Corp /DE/ | $2.7M | 0.2% | NEW | 88.3 |
| 73 |  $ORCL | ORACLE CORP | $2.7M | 0.2% | +35% | 67.2 |
| 74 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.7M | 0.2% | +21% | 63.7 |
| 75 |  $ASML | ASML HOLDING NV | $2.7M | 0.2% | +0% | — |
| 76 |  $PGR | PROGRESSIVE CORP/OH/ | $2.4M | 0.2% | +45% | 83.6 |
| 77 | — | ISHARES TR | $2.3M | 0.2% | -64% | — |
| 78 | — | ISHARES TR | $2.3M | 0.2% | -3% | — |
| 79 |  $KLAC | KLA CORP | $2.3M | 0.2% | +407% | 84.4 |
| 80 |  $AMAT | APPLIED MATERIALS INC /DE | $2.3M | 0.2% | +449% | 74.8 |
| 81 |  $MA | Mastercard Inc | $2.2M | 0.2% | -1% | 81.7 |
| 82 |  $GILD | GILEAD SCIENCES, INC. | $1.9M | 0.1% | +0% | 77.8 |
| 83 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.9M | 0.1% | +2% | — |
| 84 |  $GM | General Motors Co | $1.8M | 0.1% | -5% | 58.7 |
| 85 | — | STATE STR SPDR DOW JONES IND | $1.7M | 0.1% | -13% | — |
| 86 |  $HON | HONEYWELL INTERNATIONAL INC | $1.7M | 0.1% | +0% | 65.7 |
| 87 |  $BLK | BlackRock, Inc. | $1.7M | 0.1% | +1% | 70.3 |
| 88 |  $CME | CME GROUP INC. | $1.7M | 0.1% | +0% | 74.5 |
| 89 | — | J P MORGAN EXCHANGE TRADED F | $1.6M | 0.1% | +5% | — |
| 90 |  $MRK | Merck & Co., Inc. | $1.6M | 0.1% | +9% | 70.9 |
| 91 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $1.6M | 0.1% | -1% | 71.5 |
| 92 |  $ABBV | AbbVie Inc. | $1.6M | 0.1% | -1% | 59.3 |
| 93 |  $ISRG | INTUITIVE SURGICAL INC | $1.5M | 0.1% | -59% | 81.4 |
| 94 |  $WT | WisdomTree, Inc. | $1.5M | 0.1% | -8% | 62.9 |
| 95 |  $KO | COCA COLA CO | $1.5M | 0.1% | -2% | 74 |
| 96 |  $TER | TERADYNE, INC | $1.4M | 0.1% | -6% | 74.6 |
| 97 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.4M | 0.1% | -1% | 70.9 |
| 98 | — | SPDR SERIES TRUST | $1.4M | 0.1% | +13% | — |
| 99 |  $C | CITIGROUP INC | $1.4M | 0.1% | +0% | 54.8 |
| 100 |  $CBNA | CHAIN BRIDGE BANCORP INC | $1.4M | 0.1% | +0% | — |
| 101 | — | ISHARES TR | $1.3M | 0.1% | -3% | — |
| 102 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $1.3M | 0.1% | +1% | 74.6 |
| 103 |  $TWLO | TWILIO INC | $1.3M | 0.1% | +0% | 59.5 |
| 104 |  $CAT | CATERPILLAR INC | $1.3M | 0.1% | -0% | 67.8 |
| 105 | — | VANECK ETF TRUST | $1.3M | 0.1% | +29% | — |
| 106 | — | SELECT SECTOR SPDR TR | $1.2M | 0.1% | -10% | — |
| 107 |  $CCZ | COMCAST CORP | $1.2M | 0.1% | -4% | 70.4 |
| 108 | — | PUTNAM ETF TRUST | $1.2M | 0.1% | +1% | — |
| 109 | — | SCHWAB STRATEGIC TR | $1.1M | 0.1% | -0% | — |
| 110 |  $CSX | CSX CORP | $1.1M | 0.1% | -0% | 66.4 |
| 111 |  $MS | MORGAN STANLEY | $1.1M | 0.1% | +1% | — |
| 112 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $1.1M | 0.1% | +2% | 76.3 |
| 113 |  $LRCX | LAM RESEARCH CORP | $1.0M | 0.1% | +10% | 82.4 |
| 114 |  $GLDM | World Gold Trust | $1.0M | 0.1% | +33% | — |
| 115 |  $COP | CONOCOPHILLIPS | $1.0M | 0.1% | -13% | 74.8 |
| 116 |  $PCAR | PACCAR INC | $1.0M | 0.1% | +0% | 56.5 |
| 117 |  $CB | Chubb Ltd | $1.0M | 0.1% | -17% | — |
| 118 | — | SPDR SERIES TRUST | $996,375 | 0.1% | +0% | — |
| 119 |  $CVS | CVS HEALTH Corp | $986,781 | 0.1% | -0% | 51.3 |
| 120 | — | SCHWAB STRATEGIC TR | $933,694 | 0.1% | -0% | — |
| 121 | — | ISHARES TR | $922,874 | 0.1% | -1% | — |
| 122 |  $TFC | TRUIST FINANCIAL CORP | $921,285 | 0.1% | -1% | — |
| 123 |  $COF | CAPITAL ONE FINANCIAL CORP | $917,846 | 0.1% | +0% | 71 |
| 124 | — | ANGEL OAK FUNDS TRUST | $911,883 | 0.1% | NEW | — |
| 125 |  $SHOP | SHOPIFY INC. | $892,260 | 0.1% | -10% | — |
| 126 |  $TXN | TEXAS INSTRUMENTS INC | $881,217 | 0.1% | -1% | 70.4 |
| 127 |  $HLT | Hilton Worldwide Holdings Inc. | $876,967 | 0.1% | +0% | 73.1 |
| 128 |  $GLD | SPDR GOLD TRUST | $851,451 | 0.1% | +7% | — |
| 129 |  $UNP | UNION PACIFIC CORP | $821,313 | 0.1% | +0% | 74 |
| 130 | — | SELECT SECTOR SPDR TR | $812,889 | 0.1% | -6% | — |
| 131 |  $EA | ELECTRONIC ARTS INC. | $806,510 | 0.1% | -1% | 71.1 |
| 132 | — | SELECT SECTOR SPDR TR | $792,812 | 0.1% | +7% | — |
| 133 |  $PECO | Phillips Edison & Company, Inc. | $790,220 | 0.1% | -1% | 50.4 |
| 134 |  $BAC | BANK OF AMERICA CORP /DE/ | $768,931 | 0.1% | -10% | 68.4 |
| 135 |  $FAST | FASTENAL CO | $767,642 | 0.1% | +0% | 73.5 |
| 136 |  $RGLD | ROYAL GOLD INC | $764,657 | 0.1% | +0% | 79.4 |
| 137 |  $DIS | Walt Disney Co | $742,424 | 0.1% | -9% | 68.9 |
| 138 |  $NEE | NEXTERA ENERGY INC | $720,117 | 0.1% | -4% | 71.7 |
| 139 |  $PSX | Phillips 66 | $719,975 | 0.1% | +1% | 47.6 |
| 140 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.1% | +0% | 64.5 |
| 141 |  $KEYS | Keysight Technologies, Inc. | $714,114 | 0.1% | +0% | 72.3 |
| 142 |  $RTX | RTX Corp | $713,418 | 0.1% | +4% | 70 |
| 143 | — | SPDR INDEX SHS FDS | $699,157 | 0.1% | -6% | — |
| 144 |  $PG | PROCTER & GAMBLE Co | $688,537 | 0.1% | -73% | 72.9 |
| 145 |  $INTC | INTEL CORP | $684,236 | 0.1% | +7% | 41.5 |
| 146 |  $ICE | Intercontinental Exchange, Inc. | $677,248 | 0.1% | -0% | 73.8 |
| 147 |  $NRK | NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | $675,215 | 0.1% | +0% | — |
| 148 |  $MAIN | Main Street Capital CORP | $673,222 | 0.1% | -2% | — |
| 149 |  $CSGP | COSTAR GROUP, INC. | $668,676 | 0.1% | +3% | 49.5 |
| 150 |  $MRVL | Marvell Technology, Inc. | $661,539 | 0.1% | +8% | 77.3 |
| 151 |  $FRO | Frontline plc | $653,401 | 0.1% | +3% | — |
| 152 | — | SPDR SERIES TRUST | $648,670 | 0.1% | -7% | — |
| 153 |  $ENB | ENBRIDGE INC | $639,935 | 0.1% | +0% | — |
| 154 |  $GEV | GE Vernova Inc. | $633,764 | 0.1% | +6% | 70.1 |
| 155 | — | ISHARES TR | $624,624 | 0.1% | -4% | — |
| 156 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $609,470 | 0.1% | -2% | 72.9 |
| 157 |  $SCHW | SCHWAB CHARLES CORP | $591,467 | 0.1% | +3% | 77.2 |
| 158 | — | J P MORGAN EXCHANGE TRADED F | $590,451 | 0.1% | -65% | — |
| 159 |  $INTU | INTUIT INC. | $583,716 | 0.1% | -64% | 82 |
| 160 |  $BPRE | Bluerock Private Real Estate Fund | $580,209 | 0.1% | -2% | — |
| 161 |  $CSCO | CISCO SYSTEMS, INC. | $577,812 | 0.1% | +6% | 72.3 |
| 162 |  $IVZ | Invesco Ltd. | $553,251 | 0.0% | +1% | — |
| 163 |  $ULTA | Ulta Beauty, Inc. | $550,414 | 0.0% | +2% | 66.6 |
| 164 | $IVZ | Invesco Ltd. | $550,325 | 0.0% | +25% | — |
| 165 | — | VANECK ETF TRUST | $542,509 | 0.0% | -4% | — |
| 166 |  $BKNG | Booking Holdings Inc. | $538,921 | 0.0% | -2% | 55.3 |
| 167 |  $VRT | Vertiv Holdings Co | $537,821 | 0.0% | +4% | 82.7 |
| 168 | — | ISHARES TR | $536,366 | 0.0% | +146% | — |
| 169 |  $ED | CONSOLIDATED EDISON INC | $533,799 | 0.0% | -3% | 71.6 |
| 170 | — | ISHARES TR | $533,700 | 0.0% | +0% | — |
| 171 |  $GWRE | Guidewire Software, Inc. | $532,284 | 0.0% | +0% | 66.2 |
| 172 |  $PM | Philip Morris International Inc. | $530,373 | 0.0% | -1% | 80.5 |
| 173 | — | ISHARES TR | $524,022 | 0.0% | +3% | — |
| 174 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $521,966 | 0.0% | +3% | 66.5 |
| 175 |  $LYB | LyondellBasell Industries N.V. | $520,176 | 0.0% | +4% | — |
| 176 | — | VANGUARD SCOTTSDALE FDS | $513,205 | 0.0% | +20% | — |
| 177 |  $LOW | LOWES COMPANIES INC | $487,150 | 0.0% | +3% | 63.5 |
| 178 | $IVZ | Invesco Ltd. | $484,515 | 0.0% | +5% | — |
| 179 | — | VANECK ETF TRUST | $482,242 | 0.0% | +36% | — |
| 180 |  $MCK | MCKESSON CORP | $479,875 | 0.0% | +17% | 63.7 |
| 181 |  $MLM | MARTIN MARIETTA MATERIALS INC | $477,419 | 0.0% | -0% | 67.6 |
| 182 |  $ELAN | Elanco Animal Health Inc | $473,168 | 0.0% | +0% | 52.2 |
| 183 | — | NUVEEN NEW JERSEY | $472,566 | 0.0% | -1% | — |
| 184 | — | AMERICAN CENTY ETF TR | $467,756 | 0.0% | +0% | — |
| 185 |  $BSX | BOSTON SCIENTIFIC CORP | $467,111 | 0.0% | +4% | 79.9 |
| 186 |  $BMY | BRISTOL MYERS SQUIBB CO | $448,240 | 0.0% | +7% | 70.1 |
| 187 |  $WDC | WESTERN DIGITAL CORP | $447,197 | 0.0% | NEW | 76.8 |
| 188 |  $TMUS | T-Mobile US, Inc. | $440,040 | 0.0% | -0% | 72.7 |
| 189 |  $LIN | LINDE PLC | $436,629 | 0.0% | -86% | — |
| 190 |  $DOCU | DOCUSIGN, INC. | $433,422 | 0.0% | +0% | 67.5 |
| 191 | — | RBB FUND TRUST | $432,749 | 0.0% | +10% | — |
| 192 | — | VANGUARD MUN BD FDS | $429,603 | 0.0% | +0% | — |
| 193 |  $HUM | HUMANA INC | $427,819 | 0.0% | +1% | 82 |
| 194 | — | SPDR SERIES TRUST | $426,407 | 0.0% | -26% | — |
| 195 |  $B | BARRICK MINING CORP | $416,632 | 0.0% | +1% | — |
| 196 |  $ETN | Eaton Corp plc | $412,128 | 0.0% | -18% | — |
| 197 | $IVZ | Invesco Ltd. | $411,487 | 0.0% | -15% | — |
| 198 |  $TRU | TransUnion | $410,158 | 0.0% | +0% | 69.1 |
| 199 |  $SHW | SHERWIN WILLIAMS CO | $407,478 | 0.0% | +0% | 65.3 |
| 200 | $IVZ | Invesco Ltd. | $406,252 | 0.0% | +2% | — |
| 201 |  $AXON | AXON ENTERPRISE, INC. | $402,181 | 0.0% | +7% | 55.6 |
| 202 |  $IBN | ICICI BANK LTD | $397,887 | 0.0% | +0% | — |
| 203 | — | ISHARES TR | $394,988 | 0.0% | -1% | — |
| 204 |  $BWA | BORGWARNER INC | $392,300 | 0.0% | +0% | 57.2 |
| 205 |  $LPLA | LPL Financial Holdings Inc. | $383,859 | 0.0% | +0% | 61.8 |
| 206 |  $MIDD | MIDDLEBY Corp | $380,107 | 0.0% | +0% | 44.9 |
| 207 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $377,566 | 0.0% | +1% | 65.9 |
| 208 |  $COIN | Coinbase Global, Inc. | $363,942 | 0.0% | +15% | 68 |
| 209 |  $MPC | Marathon Petroleum Corp | $359,433 | 0.0% | +7% | 50.7 |
| 210 | — | SCHWAB STRATEGIC TR | $358,020 | 0.0% | -4% | — |
| 211 |  $ADBE | ADOBE INC. | $348,820 | 0.0% | +3% | 80.4 |
| 212 |  $EW | Edwards Lifesciences Corp | $344,905 | 0.0% | +0% | 67.6 |
| 213 |  $LMT | LOCKHEED MARTIN CORP | $342,737 | 0.0% | +5% | 65 |
| 214 |  $DXCM | DEXCOM INC | $339,183 | 0.0% | +1% | 77.9 |
| 215 |  $FTNT | Fortinet, Inc. | $338,321 | 0.0% | +10% | 78.1 |
| 216 | $WT | WisdomTree, Inc. | $335,342 | 0.0% | -8% | 62.9 |
| 217 | — | ISHARES TR | $333,678 | 0.0% | -2% | — |
| 218 |  $TYL | TYLER TECHNOLOGIES INC | $329,370 | 0.0% | +11% | 69.3 |
| 219 | — | ISHARES INC | $326,819 | 0.0% | +0% | — |
| 220 |  $MELI | MERCADOLIBRE INC | $324,924 | 0.0% | +14% | 77.5 |
| 221 |  $T | AT&T INC. | $323,227 | 0.0% | -28% | 71.9 |
| 222 |  $MKTX | MARKETAXESS HOLDINGS INC | $322,866 | 0.0% | -0% | 68.6 |
| 223 | — | ISHARES TR | $322,818 | 0.0% | -99% | — |
| 224 | $WT | WisdomTree, Inc. | $321,504 | 0.0% | -10% | 62.9 |
| 225 | — | SCHWAB STRATEGIC TR | $321,399 | 0.0% | -7% | — |
| 226 | — | VANGUARD SPECIALIZED FUNDS | $313,188 | 0.0% | +0% | — |
| 227 |  $IBIT | iShares Bitcoin Trust ETF | $311,526 | 0.0% | -2% | — |
| 228 |  $AOS | SMITH A O CORP | $309,344 | 0.0% | +0% | 66.7 |
| 229 |  $APO | Apollo Global Management, Inc. | $307,307 | 0.0% | -2% | 55.7 |
| 230 |  $VLO | VALERO ENERGY CORP/TX | $299,728 | 0.0% | NEW | 51.4 |
| 231 |  $RPM | RPM INTERNATIONAL INC/DE/ | $298,101 | 0.0% | +0% | 57.3 |
| 232 | — | ISHARES TR | $295,487 | 0.0% | +28% | — |
| 233 |  $RY | ROYAL BANK OF CANADA | $294,601 | 0.0% | +0% | — |
| 234 |  $ACN | Accenture plc | $293,789 | 0.0% | -18% | — |
| 235 |  $HCXY | Hercules Capital, Inc. | $288,917 | 0.0% | -3% | — |
| 236 |  $IDXX | IDEXX LABORATORIES INC /DE | $283,754 | 0.0% | -0% | 73.6 |
| 237 | — | ISHARES TR | $280,386 | 0.0% | +0% | — |
| 238 |  $SMG | SCOTTS MIRACLE-GRO CO | $279,787 | 0.0% | +0% | 74.9 |
| 239 | — | ISHARES TR | $279,690 | 0.0% | -3% | — |
| 240 |  $IEX | IDEX CORP /DE/ | $277,312 | 0.0% | +0% | 60.6 |
| 241 |  $MCHP | MICROCHIP TECHNOLOGY INC | $277,213 | 0.0% | +1% | 40 |
| 242 | — | JANUS DETROIT STR TR | $276,587 | 0.0% | NEW | — |
| 243 | — | ISHARES TR | $276,272 | 0.0% | -0% | — |
| 244 | — | ISHARES TR | $273,546 | 0.0% | +4% | — |
| 245 |  $BABA | Alibaba Group Holding Ltd | $271,370 | 0.0% | +0% | — |
| 246 |  $PYPL | PayPal Holdings, Inc. | $263,106 | 0.0% | +10% | 70.5 |
| 247 |  $BA | BOEING CO | $258,830 | 0.0% | +1% | 51.8 |
| 248 | — | VANGUARD INDEX FDS | $253,809 | 0.0% | +5% | — |
| 249 |  $ET | Energy Transfer LP | $239,207 | 0.0% | NEW | 64.5 |
| 250 |  $AMGN | AMGEN INC | $237,351 | 0.0% | NEW | 79.5 |
| 251 | — | FIRST TR EXCHANGE-TRADED FD | $236,448 | 0.0% | -2% | — |
| 252 |  $VMI | VALMONT INDUSTRIES INC | $235,347 | 0.0% | +0% | 60.1 |
| 253 | — | ISHARES INC | $235,193 | 0.0% | -3% | — |
| 254 |  $NBIS | Nebius Group N.V. | $234,809 | 0.0% | NEW | — |
| 255 |  $AZO | AUTOZONE INC | $229,689 | 0.0% | -4% | 66.5 |
| 256 | — | VANGUARD INDEX FDS | $226,122 | 0.0% | -15% | — |
| 257 |  $RIO | RIO TINTO PLC | $222,497 | 0.0% | NEW | — |
| 258 |  $TEL | TE Connectivity plc | $222,205 | 0.0% | -5% | — |
| 259 | — | VANECK ETF TRUST | $221,157 | 0.0% | -29% | — |
| 260 | — | VANGUARD INTL EQUITY INDEX F | $216,635 | 0.0% | +9% | — |
| 261 |  $JCI | Johnson Controls International plc | $213,841 | 0.0% | -3% | — |
| 262 |  $OLED | UNIVERSAL DISPLAY CORP \PA\ | $213,659 | 0.0% | +0% | 64.7 |
| 263 | — | GLOBAL X FDS | $212,698 | 0.0% | +0% | — |
| 264 |  $MYN | BLACKROCK MUNIYIELD NEW YORK QUALITY FUND, INC. | $212,597 | 0.0% | NEW | — |
| 265 |  $UNH | UNITEDHEALTH GROUP INC | $211,972 | 0.0% | -21% | 66.8 |
| 266 |  $VST | Vistra Corp. | $209,433 | 0.0% | NEW | 62.9 |
| 267 | — | FIDELITY COVINGTON TRUST | $208,270 | 0.0% | NEW | — |
| 268 | — | GLOBAL X FDS | $208,098 | 0.0% | +4% | — |
| 269 |  $ABT | ABBOTT LABORATORIES | $205,964 | 0.0% | -3% | 67 |
| 270 | — | PUTNAM ETF TRUST | $203,913 | 0.0% | +0% | — |
| 271 |  $BE | Bloom Energy Corp | $203,779 | 0.0% | NEW | 54.4 |
| 272 |  $ON | ON SEMICONDUCTOR CORP | $202,726 | 0.0% | NEW | 42.4 |
| 273 | — | ISHARES TR | $202,699 | 0.0% | -100% | — |
| 274 |  $VALE | Vale S.A. | $171,876 | 0.0% | +0% | — |
| 275 |  $LYG | Lloyds Banking Group plc | $80,797 | 0.0% | NEW | — |
| 276 |  $SOUN | SOUNDHOUND AI, INC. | $80,242 | 0.0% | NEW | 32.3 |
| 277 |  $PHK | PIMCO HIGH INCOME FUND | $54,319 | 0.0% | -8% | — |
New Positions (16)
$NEM NEWMONT Corp /DE/$2.7M ANGEL OAK FUNDS TRUST$911,883
$WDC WESTERN DIGITAL CORP$447,197$VLO VALERO ENERGY CORP/TX$299,728 JANUS DETROIT STR TR$276,587
$ET Energy Transfer LP$239,207$AMGN AMGEN INC$237,351$NBIS Nebius Group N.V.$234,809$RIO RIO TINTO PLC$222,497$MYN BLACKROCK MUNIYIELD NEW YORK QUALITY FUND, INC.$212,597$VST Vistra Corp.$209,433 FIDELITY COVINGTON TRUST$208,270
$BE Bloom Energy Corp$203,779$ON ON SEMICONDUCTOR CORP$202,726$LYG Lloyds Banking Group plc$80,797Exited Positions (12)
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