Capital Advisors Wealth Management, LLC
13F Reported Value
ⓘ$744.9M
incl. option notional
Equity Holdings
ⓘ$744.6M
Option Notional
ⓘ$310,836
$0 puts / $310,836 calls
Holdings
219
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Capital Advisors Wealth Management, LLC disclosed 219 positions worth $744.9M in its Form 13F-HR for Q1 2026 — $744.6M in common stock plus $310,836 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 12 new positions and exited 9 and a full exit from $BLK. The portfolio is most concentrated in Other (77.5% of disclosed assets). All figures are sourced directly from Capital Advisors Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1824700.
AI Fund Analysis
Diversifying
$SPY
$XOM
$LMT
$WMTSector Allocation
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.
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
SCHWAB STRATEGIC TR
—Quality
$51.5M1,051,665 shVANGUARD SPECIALIZED FUNDS
—Quality
$43.1M200,326 shISHARES TR
—Quality
$41.3M63,290 shVANGUARD SCOTTSDALE FDS
—Quality
$35.0M423,173 shISHARES TR
—Quality
$31.4M73,740 shJ P MORGAN EXCHANGE TRADED F
—Quality
$30.3M656,955 sh- —
Quality
$25.5M44,164 sh J P MORGAN EXCHANGE TRADED F
—Quality
$22.6M446,612 shVANGUARD WORLD FD
—Quality
$21.3M30,531 shVANGUARD WHITEHALL FDS
—Quality
$15.5M164,228 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR | — | $51.5M | 1,051,665 |
| VANGUARD SPECIALIZED FUNDS | — | $43.1M | 200,326 |
| ISHARES TR | — | $41.3M | 63,290 |
| VANGUARD SCOTTSDALE FDS | — | $35.0M | 423,173 |
| ISHARES TR | — | $31.4M | 73,740 |
| J P MORGAN EXCHANGE TRADED F | — | $30.3M | 656,955 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $25.5M | 44,164 |
| J P MORGAN EXCHANGE TRADED F | — | $22.6M | 446,612 |
| VANGUARD WORLD FD | — | $21.3M | 30,531 |
| VANGUARD WHITEHALL FDS | — | $15.5M | 164,228 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Capital Advisors Wealth Management, LLC's 219 positions.
Showing top 10 of 219 holdings.
Sector Allocation
Other
$577.4M
Technology
$70.5M
Financials
$37.4M
Consumer Discretionary
$21.3M
Industrials
$8.6M
Healthcare
$7.9M
Energy
$7.7M
Utilities
$4.8M
Full Holdings — Capital Advisors Wealth Management, LLC (Q1 2026)
All 219 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 | — | SCHWAB STRATEGIC TR | $51.5M | 6.9% | -2% | — |
| 2 | — | VANGUARD SPECIALIZED FUNDS | $43.1M | 5.8% | -3% | — |
| 3 | — | ISHARES TR | $41.3M | 5.5% | +2% | — |
| 4 | — | VANGUARD SCOTTSDALE FDS | $35.0M | 4.7% | +9% | — |
| 5 | — | ISHARES TR | $31.4M | 4.2% | -12% | — |
| 6 | — | J P MORGAN EXCHANGE TRADED F | $30.3M | 4.1% | +1% | — |
| 7 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $25.5M | 3.4% | -6% | — |
| 8 | — | J P MORGAN EXCHANGE TRADED F | $22.6M | 3.0% | +0% | — |
| 9 | — | VANGUARD WORLD FD | $21.3M | 2.9% | -19% | — |
| 10 | — | VANGUARD WHITEHALL FDS | $15.5M | 2.1% | +2% | — |
| 11 | — | VANGUARD WHITEHALL FDS | $14.9M | 2.0% | +2% | — |
| 12 |  $AAPL | Apple Inc. | $14.8M | 2.0% | -3% | 76.1 |
| 13 | — | AMERICAN CENTY ETF TR | $14.1M | 1.9% | NEW | — |
| 14 | $SPY | SPDR S&P 500 ETF TRUST | $13.9M | 1.9% | +3% | — |
| 15 | — | ISHARES INC | $13.9M | 1.9% | +2269% | — |
| 16 | — | J P MORGAN EXCHANGE TRADED F | $12.3M | 1.6% | +28% | — |
| 17 | — | VANGUARD INDEX FDS | $11.1M | 1.5% | +62% | — |
| 18 |  $AMZN | AMAZON COM INC | $10.6M | 1.4% | +3% | 74.6 |
| 19 |  $MSFT | MICROSOFT CORP | $10.5M | 1.4% | +1% | 83.7 |
| 20 | — | ISHARES TR | $10.4M | 1.4% | +6% | — |
| 21 |  $GOOG | Alphabet Inc. | $10.1M | 1.4% | -0% | 80.2 |
| 22 | — | ISHARES TR | $9.8M | 1.3% | +94% | — |
| 23 | — | VANGUARD INDEX FDS | $9.0M | 1.2% | +457% | — |
| 24 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.0M | 1.1% | +3% | 64.5 |
| 25 | — | BLACKROCK ETF TRUST II | $7.8M | 1.1% | +14% | — |
| 26 | — | VANGUARD MUN BD FDS | $7.5M | 1.0% | +10% | — |
| 27 | — | J P MORGAN EXCHANGE TRADED F | $7.4M | 1.0% | +7% | — |
| 28 | — | J P MORGAN EXCHANGE TRADED F | $7.1M | 0.9% | +37% | — |
| 29 |  $NVDA | NVIDIA CORP | $6.6M | 0.9% | +0% | 90.2 |
| 30 |  $META | Meta Platforms, Inc. | $6.5M | 0.9% | +0% | 80.9 |
| 31 | — | VANGUARD INDEX FDS | $6.3M | 0.8% | +1% | — |
| 32 | — | GOLDMAN SACHS ETF TR | $6.3M | 0.8% | +29% | — |
| 33 |  $COST | COSTCO WHOLESALE CORP /NEW | $6.1M | 0.8% | +1% | 67 |
| 34 | — | SCHWAB STRATEGIC TR | $5.9M | 0.8% | +5% | — |
| 35 | — | VANGUARD INDEX FDS | $5.7M | 0.8% | +2% | — |
| 36 | — | VANGUARD WELLINGTON FD | $5.7M | 0.8% | +1% | — |
| 37 | — | PIMCO ETF TR | $5.4M | 0.7% | +5% | — |
| 38 | — | SELECT SECTOR SPDR TR | $5.2M | 0.7% | -0% | — |
| 39 | — | J P MORGAN EXCHANGE TRADED F | $4.8M | 0.6% | -5% | — |
| 40 | — | GOLDMAN SACHS ETF TR | $4.6M | 0.6% | -5% | — |
| 41 |  $AVGO | Broadcom Inc. | $4.1M | 0.6% | +1% | 86.4 |
| 42 | — | ISHARES TR | $4.0M | 0.5% | -7% | — |
| 43 | — | ISHARES TR | $4.0M | 0.5% | +15% | — |
| 44 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $3.9M | 0.5% | +1% | 33 |
| 45 | — | ISHARES TR | $3.7M | 0.5% | +1% | — |
| 46 | — | J P MORGAN EXCHANGE TRADED F | $3.6M | 0.5% | +45% | — |
| 47 |  $JPM | JPMORGAN CHASE & CO | $3.5M | 0.5% | +1% | 35.6 |
| 48 |  $V | VISA INC. | $3.5M | 0.5% | -26% | 83.5 |
| 49 | — | ISHARES TR | $3.4M | 0.5% | -10% | — |
| 50 |  $CEG | Constellation Energy Corp | $3.2M | 0.4% | +4% | 62.5 |
| 51 |  $PLTR | Palantir Technologies Inc. | $3.2M | 0.4% | +1% | 85.8 |
| 52 | — | VANGUARD INDEX FDS | $3.1M | 0.4% | -0% | — |
| 53 | — | GLOBAL X FDS | $3.1M | 0.4% | +1% | — |
| 54 | — | ALPS ETF TR | $2.8M | 0.4% | NEW | — |
| 55 |  $FNF | Fidelity National Financial, Inc. | $2.8M | 0.4% | +1% | 69.7 |
| 56 |  $ABBV | AbbVie Inc. | $2.8M | 0.4% | +1% | 59.3 |
| 57 | — | J P MORGAN EXCHANGE TRADED F | $2.7M | 0.4% | +4% | — |
| 58 | — | VANGUARD INDEX FDS | $2.7M | 0.4% | -3% | — |
| 59 | — | VANGUARD INDEX FDS | $2.6M | 0.3% | -2% | — |
| 60 |  $GOOGL | Alphabet Inc. | $2.3M | 0.3% | -3% | 80.2 |
| 61 | — | VANGUARD INDEX FDS | $2.2M | 0.3% | +17% | — |
| 62 |  $CVX | CHEVRON CORP | $2.2M | 0.3% | +6% | 54.7 |
| 63 | $XOM | EXXON MOBIL CORP | $2.1M | 0.3% | +53% | 61.8 |
| 64 |  $IAU | ISHARES GOLD TRUST | $2.0M | 0.3% | -21% | — |
| 65 |  $CRWD | CrowdStrike Holdings, Inc. | $1.9M | 0.3% | +3% | 55 |
| 66 |  $SOFI | SoFi Technologies, Inc. | $1.8M | 0.2% | +1% | 53.8 |
| 67 | — | SPDR SERIES TRUST | $1.6M | 0.2% | -4% | — |
| 68 |  $GS | GOLDMAN SACHS GROUP INC | $1.6M | 0.2% | -1% | — |
| 69 |  $PSX | Phillips 66 | $1.6M | 0.2% | +5% | 47.6 |
| 70 |  $PANW | Palo Alto Networks Inc | $1.6M | 0.2% | -6% | 66.5 |
| 71 | — | SELECT SECTOR SPDR TR | $1.6M | 0.2% | -5% | — |
| 72 | — | SCHWAB STRATEGIC TR | $1.6M | 0.2% | -9% | — |
| 73 | — | VANGUARD TAX-MANAGED FDS | $1.5M | 0.2% | +2% | — |
| 74 | — | PIMCO ETF TR | $1.5M | 0.2% | +44% | — |
| 75 |  $NXP | NUVEEN SELECT TAX FREE INCOME PORTFOLIO | $1.5M | 0.2% | +147% | — |
| 76 |  $JNJ | JOHNSON & JOHNSON | $1.5M | 0.2% | +101% | 72.8 |
| 77 | — | J P MORGAN EXCHANGE TRADED F | $1.4M | 0.2% | -91% | — |
| 78 |  $PWR | QUANTA SERVICES, INC. | $1.3M | 0.2% | +5% | 62.6 |
| 79 | — | ISHARES TR | $1.3M | 0.2% | +17% | — |
| 80 |  $GLD | SPDR GOLD TRUST | $1.3M | 0.2% | +0% | — |
| 81 | $LMT | LOCKHEED MARTIN CORP | $1.2M | 0.2% | +4% | 65 |
| 82 | — | VANECK ETF TRUST | $1.1M | 0.1% | -11% | — |
| 83 | $WMT | Walmart Inc. | $1.1M | 0.1% | +0% | 63.2 |
| 84 | — | VANGUARD ADMIRAL FDS INC | $1.1M | 0.1% | +0% | — |
| 85 |  $QCOM | QUALCOMM INC/DE | $1.1M | 0.1% | -7% | 81.9 |
| 86 |  $MCD | MCDONALDS CORP | $1.1M | 0.1% | +0% | 73.9 |
| 87 |  $STT | STATE STREET CORP | $1.1M | 0.1% | -2% | 61.5 |
| 88 |  $NFLX | NETFLIX INC | $1.0M | 0.1% | -47% | 86.7 |
| 89 | — | J P MORGAN EXCHANGE TRADED F | $1.0M | 0.1% | +72% | — |
| 90 | — | PROFESIONALLY MANAGED PORTFO | $1.0M | 0.1% | -39% | — |
| 91 |  $CAT | CATERPILLAR INC | $990,506 | 0.1% | +1% | 67.8 |
| 92 |  $MO | ALTRIA GROUP, INC. | $894,122 | 0.1% | +2% | 72.1 |
| 93 | — | VANGUARD INDEX FDS | $890,247 | 0.1% | +12% | — |
| 94 | — | J P MORGAN EXCHANGE TRADED F | $888,704 | 0.1% | +13% | — |
| 95 |  $GEV | GE Vernova Inc. | $881,212 | 0.1% | +1% | 70.1 |
| 96 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $880,226 | 0.1% | +6% | 66.5 |
| 97 |  $T | AT&T INC. | $879,680 | 0.1% | +3% | 71.9 |
| 98 | $GS | GOLDMAN SACHS GROUP INC | $877,953 | 0.1% | -89% | — |
| 99 |  $KOF | COCA COLA FEMSA SAB DE CV | $876,097 | 0.1% | +1% | — |
| 100 |  $MPC | Marathon Petroleum Corp | $869,717 | 0.1% | -1% | 50.7 |
| 101 |  $DCTH | DELCATH SYSTEMS, INC. | $863,040 | 0.1% | +3% | 54.9 |
| 102 | — | VANGUARD BD INDEX FDS | $859,466 | 0.1% | -48% | — |
| 103 |  $RKLB | Rocket Lab Corp | $858,878 | 0.1% | -1% | 37.2 |
| 104 | — | ISHARES TR | $858,104 | 0.1% | -0% | — |
| 105 | — | ISHARES TR | $855,768 | 0.1% | -2% | — |
| 106 |  $WPM | Wheaton Precious Metals Corp. | $851,696 | 0.1% | +110% | — |
| 107 |  $MU | MICRON TECHNOLOGY INC | $840,975 | 0.1% | -28% | 88.4 |
| 108 |  $PEP | PEPSICO INC | $828,133 | 0.1% | -0% | 62.7 |
| 109 |  $TSLA | Tesla, Inc. | $826,029 | 0.1% | +2% | 50.1 |
| 110 |  $SO | SOUTHERN CO | $797,004 | 0.1% | +2% | 65.1 |
| 111 |  $PG | PROCTER & GAMBLE Co | $784,709 | 0.1% | +5% | 72.9 |
| 112 |  $USB | US BANCORP DE | $773,223 | 0.1% | -11% | 71.4 |
| 113 |  $WT | WisdomTree, Inc. | $760,115 | 0.1% | -1% | 62.9 |
| 114 |  $IVZ | Invesco Ltd. | $744,747 | 0.1% | +15% | — |
| 115 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $740,997 | 0.1% | +3% | 66.7 |
| 116 |  $SBUX | STARBUCKS CORP | $715,199 | 0.1% | -0% | 54.6 |
| 117 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $698,023 | 0.1% | -5% | 63.7 |
| 118 |  $GE | GENERAL ELECTRIC CO | $635,631 | 0.1% | -0% | 74.8 |
| 119 | — | SCHWAB STRATEGIC TR | $610,558 | 0.1% | +1% | — |
| 120 | — | VANGUARD INDEX FDS | $604,566 | 0.1% | -7% | — |
| 121 |  $PM | Philip Morris International Inc. | $588,730 | 0.1% | +6% | 80.5 |
| 122 |  $KO | COCA COLA CO | $571,754 | 0.1% | +1% | 74 |
| 123 |  $CSCO | CISCO SYSTEMS, INC. | $558,155 | 0.1% | -1% | 72.3 |
| 124 | — | J P MORGAN EXCHANGE TRADED F | $551,420 | 0.1% | +2% | — |
| 125 |  $MRK | Merck & Co., Inc. | $525,927 | 0.1% | +12% | 70.9 |
| 126 |  $ASML | ASML HOLDING NV | $521,728 | 0.1% | +4% | — |
| 127 | — | SCHWAB STRATEGIC TR | $518,964 | 0.1% | +94% | — |
| 128 |  $AMAT | APPLIED MATERIALS INC /DE | $511,962 | 0.1% | -0% | 74.8 |
| 129 |  $CRCL | Circle Internet Group, Inc. | $511,111 | 0.1% | +55% | 44.8 |
| 130 |  $FG | F&G Annuities & Life, Inc. | $497,245 | 0.1% | -5% | 61.9 |
| 131 | — | ISHARES TR | $496,738 | 0.1% | -4% | — |
| 132 |  $LLY | ELI LILLY & Co | $479,059 | 0.1% | -2% | 89.3 |
| 133 |  $ETN | Eaton Corp plc | $475,343 | 0.1% | +0% | — |
| 134 |  $AMD | ADVANCED MICRO DEVICES INC | $471,958 | 0.1% | +36% | 78.8 |
| 135 | — | JANUS DETROIT STR TR | $470,237 | 0.1% | -5% | — |
| 136 |  $BA | BOEING CO | $467,322 | 0.1% | -1% | 51.8 |
| 137 | — | VANGUARD BD INDEX FDS | $462,339 | 0.1% | +1% | — |
| 138 | — | ISHARES TR | $453,771 | 0.1% | +5% | — |
| 139 |  $GILD | GILEAD SCIENCES, INC. | $451,459 | 0.1% | +0% | 77.8 |
| 140 |  $NUV | NUVEEN MUNICIPAL VALUE FUND INC | $451,027 | 0.1% | +37% | — |
| 141 |  $DUK | Duke Energy CORP | $444,923 | 0.1% | +10% | 64 |
| 142 | — | ISHARES TR | $435,936 | 0.1% | +1% | — |
| 143 | — | VANECK ETF TRUST | $434,251 | 0.1% | -69% | — |
| 144 | — | VANGUARD BD INDEX FDS | $428,145 | 0.1% | +4% | — |
| 145 |  $HLT | Hilton Worldwide Holdings Inc. | $426,928 | 0.1% | +0% | 73.1 |
| 146 |  $WELL | WELLTOWER INC. | $422,679 | 0.1% | +0% | 75.7 |
| 147 | $WT | WisdomTree, Inc. | $418,723 | 0.1% | +1% | 62.9 |
| 148 | — | ISHARES TR | $416,743 | 0.1% | +0% | — |
| 149 |  $VZ | VERIZON COMMUNICATIONS INC | $414,645 | 0.1% | -6% | 71.6 |
| 150 |  $VIRT | Virtu Financial, Inc. | $411,885 | 0.1% | +2% | 62.6 |
| 151 |  $BAM | Brookfield Asset Management Ltd. | $399,917 | 0.1% | -0% | — |
| 152 |  $KLAC | KLA CORP | $386,653 | 0.1% | +0% | 84.4 |
| 153 | — | FIRST TR EXCH TRADED FD III | $376,269 | 0.1% | +23% | — |
| 154 |  $CRWV | CoreWeave, Inc. | $372,631 | 0.1% | +22% | 46.5 |
| 155 | — | ISHARES TR | $370,680 | 0.1% | +0% | — |
| 156 |  $INTC | INTEL CORP | $359,638 | 0.1% | -1% | 41.5 |
| 157 |  $WM | WASTE MANAGEMENT INC | $349,308 | 0.1% | +5% | 70.7 |
| 158 |  $CCB | COASTAL FINANCIAL CORP | $343,515 | 0.1% | +0% | — |
| 159 | $GS | GOLDMAN SACHS GROUP INC | $337,449 | 0.1% | -69% | — |
| 160 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $336,605 | 0.1% | +7% | 63.7 |
| 161 |  $TT | Trane Technologies plc | $336,309 | 0.1% | -0% | — |
| 162 | — | FIDELITY COVINGTON TRUST | $335,178 | 0.1% | +3% | — |
| 163 | — | FIRST TR EXCHNG TRADED FD VI | $333,873 | 0.0% | +2% | — |
| 164 |  $BWXT | BWX Technologies, Inc. | $324,476 | 0.0% | +2% | 68 |
| 165 | — | SELECT SECTOR SPDR TR | $314,987 | 0.0% | +1% | — |
| 166 | — | ISHARES TR | $313,024 | 0.0% | -7% | — |
| 167 |  $PCAR | PACCAR INC | $306,493 | 0.0% | +0% | 56.5 |
| 168 |  $PFE | PFIZER INC | $305,076 | 0.0% | +0% | 69 |
| 169 |  $WFC | WELLS FARGO & COMPANY/MN | $303,120 | 0.0% | -0% | — |
| 170 |  $ADP | AUTOMATIC DATA PROCESSING INC | $300,910 | 0.0% | -6% | 77.9 |
| 171 |  $AXP | AMERICAN EXPRESS CO | $298,469 | 0.0% | +0% | 73.2 |
| 172 |  $AMGN | AMGEN INC | $297,571 | 0.0% | +0% | 79.5 |
| 173 |  $RTX | RTX Corp | $290,545 | 0.0% | +9% | 70 |
| 174 | $WT | WisdomTree, Inc. | $288,900 | 0.0% | +0% | 62.9 |
| 175 | — | J P MORGAN EXCHANGE TRADED F | $286,608 | 0.0% | +0% | — |
| 176 | — | SSGA ACTIVE ETF TR | $284,563 | 0.0% | -1% | — |
| 177 |  $MMM | 3M CO | $280,881 | 0.0% | -0% | 60.7 |
| 178 | — | SPDR SERIES TRUST | $274,976 | 0.0% | -5% | — |
| 179 | — | ISHARES TR | $274,796 | 0.0% | +5% | — |
| 180 | — | ISHARES INC | $271,425 | 0.0% | +7% | — |
| 181 | — | VANGUARD INTL EQUITY INDEX F | $270,217 | 0.0% | +0% | — |
| 182 |  $ECL | ECOLAB INC. | $269,318 | 0.0% | +0% | 64.3 |
| 183 |  $DINO | HF Sinclair Corp | $268,447 | 0.0% | NEW | 54 |
| 184 | — | ISHARES TR | $263,019 | 0.0% | -2% | — |
| 185 |  $COIN | Coinbase Global, Inc. | $258,597 | 0.0% | -3% | 68 |
| 186 | — | PROSHARES TR | $258,563 | 0.0% | -15% | — |
| 187 |  $SLBCALL | SLB LIMITED/NV | $256,950 | — | NEW | 63.2 |
| 188 |  $QBTS | D-Wave Quantum Inc. | $256,363 | 0.0% | +8% | 24.7 |
| 189 | — | VANGUARD STAR FDS | $252,132 | 0.0% | +4% | — |
| 190 |  $MELI | MERCADOLIBRE INC | $248,979 | 0.0% | NEW | 77.5 |
| 191 |  $TM | TOYOTA MOTOR CORP/ | $248,338 | 0.0% | -6% | — |
| 192 | $IVZ | Invesco Ltd. | $245,857 | 0.0% | +0% | — |
| 193 |  $CTAS | CINTAS CORP | $244,915 | 0.0% | +0% | 76.3 |
| 194 | — | PACER FDS TR | $244,655 | 0.0% | -26% | — |
| 195 |  $LOW | LOWES COMPANIES INC | $241,481 | 0.0% | +1% | 63.5 |
| 196 |  $ESPR | Esperion Therapeutics, Inc. | $239,901 | 0.0% | +30% | 34.3 |
| 197 |  $COP | CONOCOPHILLIPS | $236,879 | 0.0% | NEW | 74.8 |
| 198 | — | ISHARES TR | $233,400 | 0.0% | +1% | — |
| 199 | — | VANECK ETF TRUST | $230,326 | 0.0% | +0% | — |
| 200 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $229,806 | 0.0% | NEW | — |
| 201 |  $PSLV | Sprott Physical Silver Trust | $219,510 | 0.0% | NEW | — |
| 202 | $GS | GOLDMAN SACHS GROUP INC | $218,993 | 0.0% | +3% | — |
| 203 |  $SNDK | Sandisk Corp | $217,922 | 0.0% | NEW | 88.8 |
| 204 |  $UNH | UNITEDHEALTH GROUP INC | $215,570 | 0.0% | -56% | 66.8 |
| 205 | — | J P MORGAN EXCHANGE TRADED F | $214,565 | 0.0% | +0% | — |
| 206 | — | J P MORGAN EXCHANGE TRADED F | $212,656 | 0.0% | +0% | — |
| 207 |  $YUM | YUM BRANDS INC | $211,081 | 0.0% | +0% | 71.7 |
| 208 |  $ET | Energy Transfer LP | $206,984 | 0.0% | +0% | 64.5 |
| 209 | — | NUSHARES ETF TR | $205,114 | 0.0% | +0% | — |
| 210 |  $INTU | INTUIT INC. | $203,327 | 0.0% | NEW | 82 |
| 211 |  $HD | HOME DEPOT, INC. | $202,841 | 0.0% | -14% | 69.2 |
| 212 | — | ISHARES TR | $201,025 | 0.0% | +0% | — |
| 213 | $SLB | SLB LIMITED/NV | $151,266 | 0.0% | -78% | 63.2 |
| 214 |  $BTG | B2GOLD CORP | $54,360 | 0.0% | +0% | — |
| 215 | $AMDCALL | ADVANCED MICRO DEVICES INC | $40,686 | — | NEW | 78.8 |
| 216 |  $ALDX | Aldeyra Therapeutics, Inc. | $25,350 | 0.0% | -5% | — |
| 217 |  $CRDF | Cardiff Oncology, Inc. | $24,300 | 0.0% | +43% | — |
| 218 |  $SABR | Sabre Corp | $21,750 | 0.0% | +0% | 56.2 |
| 219 | $COPCALL | CONOCOPHILLIPS | $13,200 | — | NEW | 74.8 |
New Positions (12)
$DINO HF Sinclair Corp$268,447$SLBCALL SLB LIMITED/NV$256,950$MELI MERCADOLIBRE INC$248,979$COP CONOCOPHILLIPS$236,879$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$229,806$PSLV Sprott Physical Silver Trust$219,510$SNDK Sandisk Corp$217,922$INTU INTUIT INC.$203,327$AMDCALL ADVANCED MICRO DEVICES INC$40,686$COPCALL CONOCOPHILLIPS$13,200
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