Tempus Wealth Planning, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1806428
Institutional-grade research for retail investors
13F Reported Value
ⓘ$435.2M
incl. option notional
Equity Holdings
ⓘ$435.0M
Option Notional
ⓘ$225,595
$225,595 puts / $0 calls
Holdings
270
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Tempus Wealth Planning, LLC disclosed 270 positions worth $435.2M in its Form 13F-HR for Q1 2026 — $435.0M in common stock plus $225,595 of put/call option positions (reported at underlying notional value, not premium at risk), led by $GE (GENERAL ELECTRIC CO) at 5.7% of the equity portfolio, followed by $GEV and $NVDA. During the quarter the fund opened 11 new positions and exited 19. The portfolio is most concentrated in Other (55.7% of disclosed assets). All figures are sourced directly from Tempus Wealth Planning, LLC’s Form 13F-HR filing with the SEC under CIK 1806428.
AI Fund Analysis
Stable
$GE5.7% weight
Held 8 quarters
$GEV4.3% weight
Held 8 quarters
$NVDA2.6% weight
Held 9 quarters
CAPITAL GROUP DIVIDEND VAL
2.4% weight
Held 9 quarters
SCHWAB STRATEGIC TR
2.4% weight
Held 9 quarters
SCHWAB STRATEGIC TR
8 quarters accumulating
CAPITAL GROUP CORE BALANCE
8 quarters accumulating
$WMT8 quarters accumulating
SCHWAB STRATEGIC TR
8 quarters accumulating
$META8 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.
$SPYPUT$226K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 74.8#146
Quality
$24.9M87,834 sh - 70.1#331
Quality
$18.7M21,395 sh - 90.2#1
Quality
$11.3M64,951 sh CAPITAL GROUP DIVIDEND VALUE
—Quality
$10.5M246,258 shSCHWAB STRATEGIC TR
—Quality
$10.2M440,395 sh- 76.1
Quality
$9.0M35,558 sh - —
Quality
$8.2M14,241 sh - 83.7
Quality
$7.9M21,315 sh SPDR SERIES TRUST
—Quality
$7.6M96,528 shSPDR SERIES TRUST
—Quality
$7.3M79,222 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| GENERAL ELECTRIC CO$GE | 74.8#146 | $24.9M | 87,834 |
| GE Vernova Inc.$GEV | 70.1#331 | $18.7M | 21,395 |
| NVIDIA CORP$NVDA | 90.2#1 | $11.3M | 64,951 |
| CAPITAL GROUP DIVIDEND VALUE | — | $10.5M | 246,258 |
| SCHWAB STRATEGIC TR | — | $10.2M | 440,395 |
 Apple Inc.$AAPL | 76.1 | $9.0M | 35,558 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $8.2M | 14,241 |
 MICROSOFT CORP$MSFT | 83.7 | $7.9M | 21,315 |
| SPDR SERIES TRUST | — | $7.6M | 96,528 |
| SPDR SERIES TRUST | — | $7.3M | 79,222 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Tempus Wealth Planning, LLC's 270 positions.
Showing top 10 of 270 holdings.
Sector Allocation
Other
$242.3M
Technology
$93.3M
Financials
$34.1M
Consumer Discretionary
$17.4M
Industrials
$15.9M
Healthcare
$15.5M
Consumer Staples
$4.3M
Energy
$3.5M
Full Holdings — Tempus Wealth Planning, LLC (Q1 2026)
All 270 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 | $GE | GENERAL ELECTRIC CO | $24.9M | 5.7% | -0% | 74.8 |
| 2 | $GEV | GE Vernova Inc. | $18.7M | 4.3% | -0% | 70.1 |
| 3 | $NVDA | NVIDIA CORP | $11.3M | 2.6% | -0% | 90.2 |
| 4 | — | CAPITAL GROUP DIVIDEND VALUE | $10.5M | 2.4% | -2% | — |
| 5 | — | SCHWAB STRATEGIC TR | $10.2M | 2.4% | +11% | — |
| 6 | $AAPL | Apple Inc. | $9.0M | 2.1% | +0% | 76.1 |
| 7 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.2M | 1.9% | -1% | — |
| 8 | $MSFT | MICROSOFT CORP | $7.9M | 1.8% | +2% | 83.7 |
| 9 | — | SPDR SERIES TRUST | $7.6M | 1.8% | -1% | — |
| 10 | — | SPDR SERIES TRUST | $7.3M | 1.7% | +52% | — |
| 11 | — | SCHWAB STRATEGIC TR | $7.1M | 1.6% | +2% | — |
| 12 |  $SPY | SPDR S&P 500 ETF TRUST | $6.9M | 1.6% | -0% | — |
| 13 |  $IVZ | Invesco Ltd. | $6.2M | 1.4% | -30% | — |
| 14 |  $TSLA | Tesla, Inc. | $6.0M | 1.4% | +4% | 50.1 |
| 15 | — | CAPITAL GROUP CORE BALANCED | $6.0M | 1.4% | +4% | — |
| 16 | — | ISHARES TR | $5.7M | 1.3% | -1% | — |
| 17 | — | ISHARES TR | $5.2M | 1.2% | -14% | — |
| 18 | — | SPDR SERIES TRUST | $5.2M | 1.2% | +30% | — |
| 19 | — | VANGUARD SPECIALIZED FUNDS | $5.0M | 1.1% | -3% | — |
| 20 | — | SCHWAB STRATEGIC TR | $4.8M | 1.1% | -0% | — |
| 21 | — | GMO ETF TRUST | $4.8M | 1.1% | -4% | — |
| 22 | — | SCHWAB STRATEGIC TR | $4.2M | 1.0% | +2% | — |
| 23 |  $AMZN | AMAZON COM INC | $4.1M | 0.9% | +1% | 74.6 |
| 24 |  $GOOG | Alphabet Inc. | $4.1M | 0.9% | +1% | 80.2 |
| 25 | — | SCHWAB STRATEGIC TR | $3.6M | 0.8% | +2% | — |
| 26 | $IVZ | Invesco Ltd. | $3.5M | 0.8% | +3% | — |
| 27 |  $JPM | JPMORGAN CHASE & CO | $3.4M | 0.8% | +2% | 35.6 |
| 28 | $WMT | Walmart Inc. | $3.4M | 0.8% | +4% | 63.2 |
| 29 | — | PUTNAM ETF TRUST | $3.3M | 0.8% | +7% | — |
| 30 | — | ISHARES TR | $3.2M | 0.7% | -10% | — |
| 31 | — | BLACKROCK ETF TRUST | $3.0M | 0.7% | +21% | — |
| 32 | — | TIDAL TRUST I | $2.9M | 0.7% | +13% | — |
| 33 | — | GMO ETF TRUST | $2.9M | 0.7% | -43% | — |
| 34 | — | VANGUARD INDEX FDS | $2.8M | 0.7% | -0% | — |
| 35 | — | ISHARES TR | $2.8M | 0.6% | +99% | — |
| 36 | — | SCHWAB STRATEGIC TR | $2.7M | 0.6% | +0% | — |
| 37 | — | ISHARES TR | $2.7M | 0.6% | +34% | — |
| 38 | — | CAPITAL GRP FIXED INCM ETF T | $2.6M | 0.6% | +3% | — |
| 39 | — | ISHARES TR | $2.5M | 0.6% | -2% | — |
| 40 | — | ISHARES TR | $2.5M | 0.6% | +24% | — |
| 41 | — | SPDR SERIES TRUST | $2.4M | 0.6% | +1% | — |
| 42 |  $AMAT | APPLIED MATERIALS INC /DE | $2.4M | 0.6% | +67% | 74.8 |
| 43 | — | CAPITAL GROUP DIVIDEND GROWE | $2.4M | 0.6% | +0% | — |
| 44 | — | SPDR SERIES TRUST | $2.4M | 0.6% | +3% | — |
| 45 | — | J P MORGAN EXCHANGE TRADED F | $2.4M | 0.5% | +1047% | — |
| 46 | — | ISHARES TR | $2.3M | 0.5% | +48% | — |
| 47 |  $ORCL | ORACLE CORP | $2.3M | 0.5% | -3% | 67.2 |
| 48 | — | ISHARES TR | $2.2M | 0.5% | +4% | — |
| 49 |  $GEHC | GE HealthCare Technologies Inc. | $2.2M | 0.5% | -0% | 58.2 |
| 50 | $META | Meta Platforms, Inc. | $2.1M | 0.5% | +3% | 80.9 |
| 51 | — | ISHARES TR | $2.1M | 0.5% | -6% | — |
| 52 |  $AMGN | AMGEN INC | $2.1M | 0.5% | -1% | 79.5 |
| 53 |  $LLY | ELI LILLY & Co | $2.1M | 0.5% | +0% | 89.3 |
| 54 | — | FIRST TR EXCHANGE TRADED FD | $2.1M | 0.5% | +51% | — |
| 55 |  $WT | WisdomTree, Inc. | $2.1M | 0.5% | -2% | 62.9 |
| 56 |  $JNJ | JOHNSON & JOHNSON | $2.0M | 0.5% | +3% | 72.8 |
| 57 |  $CSCO | CISCO SYSTEMS, INC. | $2.0M | 0.5% | +2% | 72.3 |
| 58 |  $TJX | TJX COMPANIES INC /DE/ | $2.0M | 0.5% | +2% | 70.7 |
| 59 | — | ISHARES TR | $2.0M | 0.5% | +11% | — |
| 60 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.0M | 0.5% | +3% | 67 |
| 61 | — | ISHARES TR | $2.0M | 0.5% | -0% | — |
| 62 | — | SPDR INDEX SHS FDS | $2.0M | 0.5% | +5% | — |
| 63 | — | ISHARES TR | $1.9M | 0.4% | +2% | — |
| 64 | — | ISHARES TR | $1.9M | 0.4% | +11% | — |
| 65 | — | VANGUARD WHITEHALL FDS | $1.8M | 0.4% | +4% | — |
| 66 | — | CAPITAL GROUP CORE EQUITY ET | $1.8M | 0.4% | +1% | — |
| 67 | — | SPDR INDEX SHS FDS | $1.8M | 0.4% | +7% | — |
| 68 | — | ISHARES TR | $1.8M | 0.4% | +1% | — |
| 69 |  $ROK | ROCKWELL AUTOMATION, INC | $1.7M | 0.4% | -0% | 68.2 |
| 70 |  $WM | WASTE MANAGEMENT INC | $1.7M | 0.4% | +2% | 70.7 |
| 71 | $IVZ | Invesco Ltd. | $1.7M | 0.4% | +9% | — |
| 72 |  $BA | BOEING CO | $1.7M | 0.4% | +4% | 51.8 |
| 73 | $IVZ | Invesco Ltd. | $1.6M | 0.4% | +67% | — |
| 74 |  $RKLB | Rocket Lab Corp | $1.6M | 0.4% | +4% | 37.2 |
| 75 | — | ALPS ETF TR | $1.6M | 0.4% | +0% | — |
| 76 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.5M | 0.4% | -0% | 68.4 |
| 77 | — | BONDBLOXX ETF TRUST | $1.5M | 0.4% | +29% | — |
| 78 | — | SPDR SERIES TRUST | $1.5M | 0.4% | +5% | — |
| 79 | — | SCHWAB STRATEGIC TR | $1.5M | 0.3% | -1% | — |
| 80 | — | ISHARES TR | $1.5M | 0.3% | +4% | — |
| 81 | $IVZ | Invesco Ltd. | $1.5M | 0.3% | +1% | — |
| 82 | — | ISHARES TR | $1.5M | 0.3% | +22% | — |
| 83 | — | CAPITAL GROUP GROWTH ETF | $1.4M | 0.3% | -1% | — |
| 84 | — | CAPITAL GROUP GLOBAL EQUITY | $1.4M | 0.3% | +1% | — |
| 85 |  $V | VISA INC. | $1.4M | 0.3% | +4% | 83.5 |
| 86 | — | FIDELITY COVINGTON TRUST | $1.4M | 0.3% | -14% | — |
| 87 | — | J P MORGAN EXCHANGE TRADED F | $1.4M | 0.3% | +351% | — |
| 88 | — | VANGUARD WORLD FD | $1.4M | 0.3% | +0% | — |
| 89 |  $PLTR | Palantir Technologies Inc. | $1.4M | 0.3% | +6% | 85.8 |
| 90 |  $HSY | HERSHEY CO | $1.4M | 0.3% | +0% | 59.4 |
| 91 |  $HD | HOME DEPOT, INC. | $1.4M | 0.3% | +20% | 69.2 |
| 92 | $IVZ | Invesco Ltd. | $1.4M | 0.3% | +1% | — |
| 93 |  $CVX | CHEVRON CORP | $1.3M | 0.3% | +76% | 54.7 |
| 94 | — | ISHARES TR | $1.3M | 0.3% | +29% | — |
| 95 | — | CAPITAL GROUP GBL GROWTH EQT | $1.3M | 0.3% | +1% | — |
| 96 |  $RTX | RTX Corp | $1.3M | 0.3% | -11% | 70 |
| 97 | — | ISHARES TR | $1.3M | 0.3% | -14% | — |
| 98 | — | BLACKROCK ETF TRUST II | $1.3M | 0.3% | +7% | — |
| 99 | — | VANGUARD WHITEHALL FDS | $1.3M | 0.3% | -5% | — |
| 100 |  $PEP | PEPSICO INC | $1.3M | 0.3% | +7% | 62.7 |
| 101 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $1.3M | 0.3% | +3% | 56.5 |
| 102 | — | BLACKROCK ETF TRUST | $1.2M | 0.3% | +47% | — |
| 103 | — | ISHARES TR | $1.2M | 0.3% | +0% | — |
| 104 | — | SCHWAB STRATEGIC TR | $1.2M | 0.3% | +2% | — |
| 105 |  $WYNN | WYNN RESORTS LTD | $1.2M | 0.3% | -2% | — |
| 106 | — | SCHWAB STRATEGIC TR | $1.2M | 0.3% | +11% | — |
| 107 | — | BLACKROCK ETF TRUST | $1.2M | 0.3% | +37% | — |
| 108 | — | SPDR SERIES TRUST | $1.2M | 0.3% | -2% | — |
| 109 |  $PFE | PFIZER INC | $1.2M | 0.3% | +87% | 69 |
| 110 | — | ISHARES TR | $1.1M | 0.3% | +113% | — |
| 111 | — | AMERICAN CENTY ETF TR | $1.1M | 0.3% | +19% | — |
| 112 |  $HON | HONEYWELL INTERNATIONAL INC | $1.1M | 0.3% | -3% | 65.7 |
| 113 | — | BLACKROCK ETF TRUST | $1.1M | 0.3% | +33% | — |
| 114 | — | ISHARES TR | $1.1M | 0.3% | +219% | — |
| 115 | — | ISHARES TR | $1.1M | 0.2% | +145% | — |
| 116 | — | SPDR SERIES TRUST | $1.1M | 0.2% | +0% | — |
| 117 | — | ISHARES TR | $1.1M | 0.2% | +100% | — |
| 118 |  $O | REALTY INCOME CORP | $1.0M | 0.2% | +149% | 74.6 |
| 119 | — | ISHARES TR | $998,840 | 0.2% | -94% | — |
| 120 |  $BRK.B | BERKSHIRE HATHAWAY INC | $996,257 | 0.2% | +0% | 64.5 |
| 121 | — | GOLDMAN SACHS ETF TR | $989,800 | 0.2% | NEW | — |
| 122 | — | SCHWAB STRATEGIC TR | $981,982 | 0.2% | +4% | — |
| 123 |  $ABBV | AbbVie Inc. | $960,322 | 0.2% | +0% | 59.3 |
| 124 |  $GOOGL | Alphabet Inc. | $955,760 | 0.2% | -3% | 80.2 |
| 125 | — | SPDR SERIES TRUST | $930,701 | 0.2% | +1% | — |
| 126 | $IVZ | Invesco Ltd. | $930,330 | 0.2% | +0% | — |
| 127 |  $BXSL | Blackstone Secured Lending Fund | $924,028 | 0.2% | +55% | — |
| 128 | — | CAPITAL GRP FIXED INCM ETF T | $900,571 | 0.2% | +3% | — |
| 129 |  $VZ | VERIZON COMMUNICATIONS INC | $894,775 | 0.2% | -9% | 71.6 |
| 130 |  $SNA | Snap-on Inc | $893,778 | 0.2% | +1% | 69.3 |
| 131 | — | ISHARES TR | $880,160 | 0.2% | +3% | — |
| 132 | — | ISHARES TR | $865,702 | 0.2% | +0% | — |
| 133 |  $BMY | BRISTOL MYERS SQUIBB CO | $862,040 | 0.2% | -2% | 70.1 |
| 134 | $IVZ | Invesco Ltd. | $858,953 | 0.2% | -23% | — |
| 135 |  $TGT | TARGET CORP | $853,490 | 0.2% | -9% | 53.1 |
| 136 |  $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $852,000 | 0.2% | +100% | — |
| 137 | — | ISHARES INC | $851,435 | 0.2% | -24% | — |
| 138 | $IVZ | Invesco Ltd. | $850,442 | 0.2% | +17% | — |
| 139 |  $MRK | Merck & Co., Inc. | $834,399 | 0.2% | +1% | 70.9 |
| 140 | — | SCHWAB STRATEGIC TR | $810,946 | 0.2% | +1% | — |
| 141 |  $DIS | Walt Disney Co | $806,114 | 0.2% | -20% | 68.9 |
| 142 | — | PROSHARES TR | $789,419 | 0.2% | +0% | — |
| 143 | — | PROSHARES TR | $785,399 | 0.2% | -19% | — |
| 144 | — | CAPITAL GROUP EQUITY ETF TR | $771,852 | 0.2% | +1% | — |
| 145 |  $GLD | SPDR GOLD TRUST | $761,613 | 0.2% | -56% | — |
| 146 |  $ULTA | Ulta Beauty, Inc. | $759,498 | 0.2% | +1% | 66.6 |
| 147 | — | GLOBAL X FDS | $742,616 | 0.2% | +146% | — |
| 148 |  $XOM | EXXON MOBIL CORP | $740,374 | 0.2% | -16% | 61.8 |
| 149 | — | SPDR SERIES TRUST | $731,598 | 0.2% | -3% | — |
| 150 | — | CAPITAL GRP FIXED INCM ETF T | $718,749 | 0.2% | +2% | — |
| 151 | — | CAPITAL GRP FIXED INCM ETF T | $716,448 | 0.2% | +2% | — |
| 152 |  $ARCC | ARES CAPITAL CORP | $696,329 | 0.2% | +15% | — |
| 153 |  $JD | JD.com, Inc. | $689,720 | 0.2% | -25% | — |
| 154 |  $LMT | LOCKHEED MARTIN CORP | $671,085 | 0.1% | +4% | 65 |
| 155 | — | BLACKROCK ETF TRUST | $659,571 | 0.1% | -0% | — |
| 156 |  $UNH | UNITEDHEALTH GROUP INC | $644,404 | 0.1% | +1% | 66.8 |
| 157 |  $HOOD | Robinhood Markets, Inc. | $641,302 | 0.1% | +11% | 75.8 |
| 158 | — | SCHWAB STRATEGIC TR | $630,731 | 0.1% | +2% | — |
| 159 |  $DLR | DIGITAL REALTY TRUST, INC. | $627,175 | 0.1% | NEW | 70.2 |
| 160 | — | SELECT SECTOR SPDR TR | $609,580 | 0.1% | +0% | — |
| 161 |  $LH | LABCORP HOLDINGS INC. | $601,887 | 0.1% | -4% | 54.8 |
| 162 | — | SCHWAB STRATEGIC TR | $601,485 | 0.1% | +1% | — |
| 163 |  $GLDM | World Gold Trust | $597,758 | 0.1% | -41% | — |
| 164 | — | BLACKROCK ETF TRUST | $577,304 | 0.1% | -45% | — |
| 165 |  $EXR | Extra Space Storage Inc. | $568,317 | 0.1% | NEW | 66.7 |
| 166 | — | SELECT SECTOR SPDR TR | $565,355 | 0.1% | +0% | — |
| 167 | — | ISHARES TR | $562,695 | 0.1% | -98% | — |
| 168 | — | ISHARES TR | $554,630 | 0.1% | -4% | — |
| 169 |  $HLN | Haleon plc | $548,341 | 0.1% | +2% | — |
| 170 | — | J P MORGAN EXCHANGE TRADED F | $531,666 | 0.1% | +76% | — |
| 171 | — | ISHARES TR | $527,967 | 0.1% | -1% | — |
| 172 | — | CAPITAL GRP FIXED INCM ETF T | $521,793 | 0.1% | +3% | — |
| 173 |  $RSG | REPUBLIC SERVICES, INC. | $513,602 | 0.1% | NEW | 72 |
| 174 | — | LATTICE STRATEGIES TR | $511,620 | 0.1% | NEW | — |
| 175 |  $SCHW | SCHWAB CHARLES CORP | $505,317 | 0.1% | +0% | 77.2 |
| 176 |  $T | AT&T INC. | $475,495 | 0.1% | +0% | 71.9 |
| 177 | — | ISHARES TR | $453,879 | 0.1% | +11% | — |
| 178 |  $FINW | Finwise Bancorp | $444,429 | 0.1% | +0% | — |
| 179 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $442,630 | 0.1% | -25% | — |
| 180 |  $TMUS | T-Mobile US, Inc. | $442,533 | 0.1% | -36% | 72.7 |
| 181 | — | VANECK ETF TRUST | $432,123 | 0.1% | -1% | — |
| 182 |  $PINS | PINTEREST, INC. | $430,018 | 0.1% | -14% | 62 |
| 183 | — | PROSHARES TR | $427,326 | 0.1% | +0% | — |
| 184 |  $ADBE | ADOBE INC. | $426,848 | 0.1% | -21% | 80.4 |
| 185 |  $NVO | NOVO NORDISK A S | $426,631 | 0.1% | -8% | — |
| 186 | $WT | WisdomTree, Inc. | $426,613 | 0.1% | -2% | 62.9 |
| 187 |  $MA | Mastercard Inc | $422,311 | 0.1% | +5% | 81.7 |
| 188 | — | VANGUARD WORLD FD | $421,307 | 0.1% | +0% | — |
| 189 |  $COP | CONOCOPHILLIPS | $400,752 | 0.1% | -1% | 74.8 |
| 190 |  $NKE | NIKE, Inc. | $399,995 | 0.1% | -1% | 53.4 |
| 191 |  $AVGO | Broadcom Inc. | $398,827 | 0.1% | +11% | 86.4 |
| 192 |  $MCD | MCDONALDS CORP | $397,072 | 0.1% | +4% | 73.9 |
| 193 |  $TENB | Tenable Holdings, Inc. | $395,659 | 0.1% | -0% | 51.9 |
| 194 |  $APO | Apollo Global Management, Inc. | $392,310 | 0.1% | +0% | 55.7 |
| 195 |  $NFLX | NETFLIX INC | $387,388 | 0.1% | +2% | 86.7 |
| 196 | — | CAPITAL GROUP NEW GEOGRAPHY | $378,357 | 0.1% | -0% | — |
| 197 |  $KO | COCA COLA CO | $378,284 | 0.1% | -23% | 74 |
| 198 |  $Q | Qnity Electronics, Inc. | $375,100 | 0.1% | -1% | — |
| 199 | — | ISHARES TR | $372,890 | 0.1% | -25% | — |
| 200 |  $IBIT | iShares Bitcoin Trust ETF | $370,830 | 0.1% | +6% | — |
| 201 |  $EVH | Evolent Health, Inc. | $363,592 | 0.1% | -8% | 31.5 |
| 202 | — | VANGUARD SCOTTSDALE FDS | $361,549 | 0.1% | +15% | — |
| 203 | — | ISHARES TR | $360,912 | 0.1% | -2% | — |
| 204 | — | VANGUARD INDEX FDS | $353,776 | 0.1% | -1% | — |
| 205 |  $INTC | INTEL CORP | $346,300 | 0.1% | -11% | 41.5 |
| 206 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $342,386 | 0.1% | -50% | 57.7 |
| 207 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $339,373 | 0.1% | -5% | 66.4 |
| 208 | — | SPDR INDEX SHS FDS | $332,304 | 0.1% | +2% | — |
| 209 |  $VAC | MARRIOTT VACATIONS WORLDWIDE Corp | $331,587 | 0.1% | +1% | 46.2 |
| 210 |  $DD | DuPont de Nemours, Inc. | $329,302 | 0.1% | +9% | 31.1 |
| 211 | — | VANGUARD INDEX FDS | $329,044 | 0.1% | +0% | — |
| 212 |  $IAU | ISHARES GOLD TRUST | $325,134 | 0.1% | -15% | — |
| 213 | — | ISHARES TR | $320,372 | 0.1% | -6% | — |
| 214 | — | PGIM ETF TR | $319,424 | 0.1% | +31% | — |
| 215 | — | ISHARES TR | $318,855 | 0.1% | +2% | — |
| 216 |  $MDLZ | Mondelez International, Inc. | $313,677 | 0.1% | -0% | 53.9 |
| 217 |  $GS | GOLDMAN SACHS GROUP INC | $305,669 | 0.1% | +23% | — |
| 218 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $297,375 | 0.1% | -5% | 67.3 |
| 219 |  $DOX | AMDOCS LTD | $297,259 | 0.1% | -13% | — |
| 220 | $IVZ | Invesco Ltd. | $296,258 | 0.1% | -1% | — |
| 221 |  $CCD | Calamos Dynamic Convertible & Income Fund | $292,901 | 0.1% | +0% | — |
| 222 |  $EBAY | EBAY INC | $292,720 | 0.1% | -1% | 69.3 |
| 223 | — | SCHWAB STRATEGIC TR | $287,840 | 0.1% | +3% | — |
| 224 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $285,461 | 0.1% | +0% | — |
| 225 | — | VANGUARD BD INDEX FDS | $283,775 | 0.1% | -7% | — |
| 226 | — | CAPITAL GRP FIXED INCM ETF T | $279,953 | 0.1% | -5% | — |
| 227 | — | AMPLIFY ETF TR | $276,693 | 0.1% | -0% | — |
| 228 |  $HSIC | HENRY SCHEIN INC | $266,352 | 0.1% | -9% | 52 |
| 229 | — | ISHARES TR | $265,761 | 0.1% | +0% | — |
| 230 | — | ISHARES TR | $265,757 | 0.1% | +10% | — |
| 231 | — | VANGUARD INDEX FDS | $265,595 | 0.1% | +7% | — |
| 232 |  $AMD | ADVANCED MICRO DEVICES INC | $265,273 | 0.1% | -2% | 78.8 |
| 233 |  $GILD | GILEAD SCIENCES, INC. | $264,803 | 0.1% | +4% | 77.8 |
| 234 |  $FNV | FRANCO NEVADA Corp | $263,108 | 0.1% | +0% | — |
| 235 |  $MET | METLIFE INC | $262,725 | 0.1% | -1% | 73.9 |
| 236 | — | FIRST TR EXCHANGE TRADED FD | $256,548 | 0.1% | -7% | — |
| 237 |  $GSK | GSK plc | $252,108 | 0.1% | +0% | — |
| 238 | — | SCHWAB STRATEGIC TR | $249,278 | 0.1% | -9% | — |
| 239 | — | FIRST TR EXCHANGE-TRADED FD | $248,478 | 0.1% | -18% | — |
| 240 | — | SELECT SECTOR SPDR TR | $247,099 | 0.1% | -22% | — |
| 241 | $WT | WisdomTree, Inc. | $246,163 | 0.1% | -6% | 62.9 |
| 242 |  $MUC | BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC. | $246,033 | 0.1% | +0% | — |
| 243 |  $CMI | CUMMINS INC | $236,729 | 0.1% | NEW | 58.9 |
| 244 | — | TIDAL TRUST II | $235,958 | 0.1% | +0% | — |
| 245 |  $RPD | Rapid7, Inc. | $233,079 | 0.1% | +13% | 52.4 |
| 246 |  $PG | PROCTER & GAMBLE Co | $232,178 | 0.1% | NEW | 72.9 |
| 247 |  $CRM | Salesforce, Inc. | $231,247 | 0.1% | +34% | 75.2 |
| 248 | — | ISHARES TR | $231,195 | 0.1% | +10% | — |
| 249 |  $AZO | AUTOZONE INC | $229,689 | 0.1% | +0% | 66.5 |
| 250 | — | CAPITAL GRP FIXED INCM ETF T | $228,665 | 0.1% | +5% | — |
| 251 |  $NNOX | Nano-X Imaging Ltd. | $228,332 | 0.1% | -5% | — |
| 252 | $SPYPUT | SPDR S&P 500 ETF TRUST | $225,595 | — | NEW | — |
| 253 |  $MDT | Medtronic plc | $225,519 | 0.1% | -1% | — |
| 254 |  $PSX | Phillips 66 | $224,446 | 0.1% | NEW | 47.6 |
| 255 |  $ENB | ENBRIDGE INC | $224,248 | 0.1% | NEW | — |
| 256 | — | ISHARES TR | $219,420 | 0.1% | -53% | — |
| 257 | — | FIRST TR EXCHANGE-TRADED FD | $218,350 | 0.1% | -7% | — |
| 258 | — | FIRST TR EXCHANGE-TRADED FD | $216,873 | 0.1% | -14% | — |
| 259 | — | VANGUARD SCOTTSDALE FDS | $215,138 | 0.1% | -5% | — |
| 260 |  $KMI | KINDER MORGAN, INC. | $213,318 | 0.1% | NEW | 74.6 |
| 261 | — | J P MORGAN EXCHANGE TRADED F | $208,210 | 0.1% | -27% | — |
| 262 |  $QCOM | QUALCOMM INC/DE | $207,438 | 0.1% | -25% | 81.9 |
| 263 |  $MCK | MCKESSON CORP | $201,332 | 0.1% | -11% | 63.7 |
| 264 |  $S | SentinelOne, Inc. | $167,041 | 0.0% | -27% | 41.4 |
| 265 |  $RXST | RxSight, Inc. | $159,341 | 0.0% | -27% | 32 |
| 266 |  $ALVO | Alvotech | $151,651 | 0.0% | -18% | — |
| 267 |  $F | FORD MOTOR CO | $145,071 | 0.0% | -1% | 58.5 |
| 268 |  $ACVA | ACV Auctions Inc. | $120,119 | 0.0% | +4% | 51.5 |
| 269 |  $PHK | PIMCO HIGH INCOME FUND | $105,240 | 0.0% | +0% | — |
| 270 |  $PDSB | PDS Biotechnology Corp | $37,389 | 0.0% | +0% | — |
New Positions (11)
GOLDMAN SACHS ETF TR$989,800
$DLR DIGITAL REALTY TRUST, INC.$627,175$EXR Extra Space Storage Inc.$568,317$RSG REPUBLIC SERVICES, INC.$513,602 LATTICE STRATEGIES TR$511,620
$CMI CUMMINS INC$236,729$PG PROCTER & GAMBLE Co$232,178$SPYPUT SPDR S&P 500 ETF TRUST$225,595$PSX Phillips 66$224,446$ENB ENBRIDGE INC$224,248$KMI KINDER MORGAN, INC.$213,318Exited Positions (19)
COLUMBIA ETF TR I
T ROWE PRICE ETF INC
ENTREPRENEURSHARES SERIES TR
$DKNG DraftKings Inc.
$ENPH Enphase Energy, Inc.
$TTD Trade Desk, Inc.
$DXCM DEXCOM INC
$FLUT Flutter Entertainment plc
$LEGN Legend Biotech Corp
$WFC WELLS FARGO & COMPANY/MN
$UBER Uber Technologies, Inc
$SLV iShares Silver Trust
$DUOL Duolingo, Inc.
$JKHY JACK HENRY & ASSOCIATES INC
$CVS CVS HEALTH CorpBrowse Top Institutional Investors
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