Fountainhead AM, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1843581
Institutional-grade research for retail investors
13F Reported Value
ⓘ$111.4M
Holdings
215
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Fountainhead AM, LLC disclosed 215 positions worth $111.4M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 7.0% of the equity portfolio. During the quarter the fund opened 43 new positions and exited 5 — including a new stake in $NVO. The portfolio is most concentrated in Other (54.1% of disclosed assets). All figures are sourced directly from Fountainhead AM, LLC’s Form 13F-HR filing with the SEC under CIK 1843581.
AI Fund Analysis
DiversifyingSector Allocation
OtherTechnologyHealthcareFinancialsConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$7.9M30,955 sh VANGUARD INDEX FDS
—Quality
$5.5M18,352 sh- 79.5#53
Quality
$4.3M12,237 sh ISHARES TR
—Quality
$4.3M11,957 shISHARES TR
—Quality
$3.8M30,469 shISHARES TR
—Quality
$3.6M5,483 shJ P MORGAN EXCHANGE TRADED F
—Quality
$3.4M40,083 sh- 86.4
Quality
$2.9M9,325 sh - 74.6
Quality
$2.7M12,837 sh J P MORGAN EXCHANGE TRADED F
—Quality
$2.7M52,451 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $7.9M | 30,955 |
| VANGUARD INDEX FDS | — | $5.5M | 18,352 |
 AMGEN INC$AMGN | 79.5#53 | $4.3M | 12,237 |
| ISHARES TR | — | $4.3M | 11,957 |
| ISHARES TR | — | $3.8M | 30,469 |
| ISHARES TR | — | $3.6M | 5,483 |
| J P MORGAN EXCHANGE TRADED F | — | $3.4M | 40,083 |
 Broadcom Inc.$AVGO | 86.4 | $2.9M | 9,325 |
 AMAZON COM INC$AMZN | 74.6 | $2.7M | 12,837 |
| J P MORGAN EXCHANGE TRADED F | — | $2.7M | 52,451 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Fountainhead AM, LLC's 215 positions.
Showing top 10 of 215 holdings.
Sector Allocation
Other
$60.3M
Technology
$25.2M
Healthcare
$8.3M
Financials
$7.6M
Consumer Discretionary
$3.5M
Industrials
$2.9M
Energy
$1.3M
Consumer Staples
$967,013
Full Holdings — Fountainhead AM, LLC (Q1 2026)
All 215 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 | $AAPL | Apple Inc. | $7.9M | 7.0% | +271% | 76.1 |
| 2 | — | VANGUARD INDEX FDS | $5.5M | 4.9% | +28% | — |
| 3 | $AMGN | AMGEN INC | $4.3M | 3.9% | +5488% | 79.5 |
| 4 | — | ISHARES TR | $4.3M | 3.8% | -3% | — |
| 5 | — | ISHARES TR | $3.8M | 3.4% | +24% | — |
| 6 | — | ISHARES TR | $3.6M | 3.2% | +6% | — |
| 7 | — | J P MORGAN EXCHANGE TRADED F | $3.4M | 3.1% | +21% | — |
| 8 | $AVGO | Broadcom Inc. | $2.9M | 2.6% | +430% | 86.4 |
| 9 | $AMZN | AMAZON COM INC | $2.7M | 2.4% | +446% | 74.6 |
| 10 | — | J P MORGAN EXCHANGE TRADED F | $2.7M | 2.4% | -14% | — |
| 11 | — | ISHARES TR | $2.6M | 2.4% | +22% | — |
| 12 | — | VANGUARD INDEX FDS | $2.6M | 2.4% | +20% | — |
| 13 |  $NVDA | NVIDIA CORP | $2.6M | 2.3% | +268% | 90.2 |
| 14 |  $META | Meta Platforms, Inc. | $2.3M | 2.1% | +89% | 80.9 |
| 15 |  $GOOG | Alphabet Inc. | $2.3M | 2.0% | +46% | 80.2 |
| 16 |  $NVO | NOVO NORDISK A S | $2.1M | 1.9% | NEW | — |
| 17 | — | SCHWAB STRATEGIC TR | $2.1M | 1.9% | -0% | — |
| 18 | — | ISHARES TR | $2.0M | 1.8% | NEW | — |
| 19 | — | VANGUARD INDEX FDS | $2.0M | 1.8% | +7% | — |
| 20 |  $MSFT | MICROSOFT CORP | $1.9M | 1.7% | +353% | 83.7 |
| 21 | — | VANGUARD INDEX FDS | $1.9M | 1.7% | +28% | — |
| 22 | — | VANGUARD SCOTTSDALE FDS | $1.9M | 1.7% | +20% | — |
| 23 |  $GOOGL | Alphabet Inc. | $1.6M | 1.4% | NEW | 80.2 |
| 24 | — | VANGUARD SCOTTSDALE FDS | $1.5M | 1.3% | -23% | — |
| 25 | — | VANGUARD INTL EQUITY INDEX F | $1.3M | 1.2% | +32% | — |
| 26 | — | GLOBAL X FDS | $1.1M | 1.0% | +7% | — |
| 27 |  $PLTR | Palantir Technologies Inc. | $1.1M | 1.0% | +19% | 85.8 |
| 28 | — | GLOBAL X FDS | $1.1M | 1.0% | +44% | — |
| 29 | — | VANGUARD INTL EQUITY INDEX F | $1.0M | 0.9% | +36% | — |
| 30 |  $BMO | BANK OF MONTREAL /CAN/ | $966,598 | 0.9% | NEW | — |
| 31 |  $TSLA | Tesla, Inc. | $940,899 | 0.8% | +58% | 50.1 |
| 32 |  $JPM | JPMORGAN CHASE & CO | $890,386 | 0.8% | +93% | 35.6 |
| 33 |  $IVZ | Invesco Ltd. | $880,322 | 0.8% | NEW | — |
| 34 | — | SPDR SERIES TRUST | $847,321 | 0.8% | +196% | — |
| 35 | — | VANGUARD BD INDEX FDS | $830,574 | 0.8% | -4% | — |
| 36 | — | ISHARES TR | $763,142 | 0.7% | +12% | — |
| 37 |  $RTX | RTX Corp | $741,773 | 0.7% | +291% | 70 |
| 38 | — | ISHARES TR | $701,092 | 0.6% | +97% | — |
| 39 | — | FIRST TR EXCHANGE-TRADED FD | $663,996 | 0.6% | -4% | — |
| 40 | — | ISHARES TR | $636,149 | 0.6% | NEW | — |
| 41 |  $NFLX | NETFLIX INC | $624,110 | 0.6% | +899% | 86.7 |
| 42 |  $FSK | FS KKR Capital Corp | $575,808 | 0.5% | +36% | — |
| 43 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $575,170 | 0.5% | +994% | 66.7 |
| 44 |  $GS | GOLDMAN SACHS GROUP INC | $569,179 | 0.5% | +14% | — |
| 45 | — | ISHARES TR | $552,394 | 0.5% | +37% | — |
| 46 |  $JNJ | JOHNSON & JOHNSON | $537,221 | 0.5% | +31% | 72.8 |
| 47 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $526,290 | 0.5% | +1% | — |
| 48 | — | SCHWAB STRATEGIC TR | $525,840 | 0.5% | +22% | — |
| 49 | — | ISHARES TR | $516,245 | 0.5% | +10% | — |
| 50 |  $CVX | CHEVRON CORP | $500,407 | 0.5% | +69% | 54.7 |
| 51 |  $BAC | BANK OF AMERICA CORP /DE/ | $458,502 | 0.4% | +675% | 68.4 |
| 52 |  $ABBV | AbbVie Inc. | $433,242 | 0.4% | +57% | 59.3 |
| 53 |  $VLO | VALERO ENERGY CORP/TX | $411,698 | 0.4% | NEW | 51.4 |
| 54 |  $BX | Blackstone Inc. | $399,307 | 0.4% | NEW | 68 |
| 55 |  $KO | COCA COLA CO | $382,731 | 0.3% | +47% | 74 |
| 56 | — | ISHARES TR | $365,617 | 0.3% | +13% | — |
| 57 | — | ISHARES INC | $362,887 | 0.3% | +179% | — |
| 58 |  $XOM | EXXON MOBIL CORP | $362,191 | 0.3% | +36% | 61.8 |
| 59 | $IVZ | Invesco Ltd. | $358,866 | 0.3% | NEW | — |
| 60 |  $PANW | Palo Alto Networks Inc | $350,620 | 0.3% | NEW | 66.5 |
| 61 | — | ISHARES TR | $346,014 | 0.3% | +5% | — |
| 62 |  $HD | HOME DEPOT, INC. | $324,143 | 0.3% | +80% | 69.2 |
| 63 | — | ISHARES TR | $323,887 | 0.3% | NEW | — |
| 64 |  $RVSB | RIVERVIEW BANCORP INC | $317,728 | 0.3% | NEW | — |
| 65 | — | ISHARES TR | $304,854 | 0.3% | +378% | — |
| 66 |  $LLY | ELI LILLY & Co | $299,990 | 0.3% | +609% | 89.3 |
| 67 |  $GEV | GE Vernova Inc. | $299,914 | 0.3% | +93% | 70.1 |
| 68 | — | VANGUARD INDEX FDS | $297,475 | 0.3% | +1% | — |
| 69 |  $GE | GENERAL ELECTRIC CO | $290,021 | 0.3% | +11% | 74.8 |
| 70 | — | ISHARES TR | $279,894 | 0.3% | +2% | — |
| 71 |  $STX | Seagate Technology Holdings plc | $265,222 | 0.2% | NEW | — |
| 72 | — | ISHARES TR | $264,334 | 0.2% | -49% | — |
| 73 | — | ISHARES TR | $263,778 | 0.2% | NEW | — |
| 74 | — | ISHARES TR | $252,927 | 0.2% | +0% | — |
| 75 |  $MSDL | Morgan Stanley Direct Lending Fund | $247,677 | 0.2% | +3% | — |
| 76 |  $PFH | PRUDENTIAL FINANCIAL INC | $247,373 | 0.2% | +5% | 58.6 |
| 77 | — | J P MORGAN EXCHANGE TRADED F | $246,953 | 0.2% | +23% | — |
| 78 | — | VANECK ETF TRUST | $244,378 | 0.2% | +174% | — |
| 79 | $IVZ | Invesco Ltd. | $234,547 | 0.2% | +16% | — |
| 80 | — | FIDELITY COVINGTON TRUST | $230,644 | 0.2% | +1% | — |
| 81 | — | SCHWAB STRATEGIC TR | $230,491 | 0.2% | +6% | — |
| 82 | — | PGIM ETF TR | $230,365 | 0.2% | +23% | — |
| 83 | — | ISHARES TR | $229,252 | 0.2% | +7% | — |
| 84 |  $V | VISA INC. | $229,148 | 0.2% | +299% | 83.5 |
| 85 | — | SPDR SERIES TRUST | $228,709 | 0.2% | +55% | — |
| 86 |  $WT | WisdomTree, Inc. | $225,935 | 0.2% | NEW | 62.9 |
| 87 | — | ISHARES TR | $220,066 | 0.2% | NEW | — |
| 88 |  $WMT | Walmart Inc. | $220,021 | 0.2% | +208% | 63.2 |
| 89 | — | SPDR SERIES TRUST | $218,118 | 0.2% | +54% | — |
| 90 | — | ISHARES TR | $214,922 | 0.2% | +7100% | — |
| 91 |  $MS | MORGAN STANLEY | $213,455 | 0.2% | +81% | — |
| 92 | — | ISHARES TR | $211,011 | 0.2% | NEW | — |
| 93 | — | J P MORGAN EXCHANGE TRADED F | $209,039 | 0.2% | +0% | — |
| 94 |  $UNM | Unum Group | $206,856 | 0.2% | NEW | 49.5 |
| 95 | $IVZ | Invesco Ltd. | $198,401 | 0.2% | NEW | — |
| 96 | — | VANGUARD INDEX FDS | $197,676 | 0.2% | +0% | — |
| 97 |  $IBIT | iShares Bitcoin Trust ETF | $193,406 | 0.2% | +0% | — |
| 98 | — | VANGUARD SPECIALIZED FUNDS | $192,612 | 0.2% | +7% | — |
| 99 | — | SPDR SERIES TRUST | $192,079 | 0.2% | +27% | — |
| 100 |  $CSCO | CISCO SYSTEMS, INC. | $191,683 | 0.2% | +175% | 72.3 |
| 101 |  $WDC | WESTERN DIGITAL CORP | $187,720 | 0.2% | +2470% | 76.8 |
| 102 | — | JANUS DETROIT STR TR | $187,508 | 0.2% | +13% | — |
| 103 |  $PG | PROCTER & GAMBLE Co | $172,680 | 0.1% | +427% | 72.9 |
| 104 |  $HON | HONEYWELL INTERNATIONAL INC | $171,351 | 0.1% | NEW | 65.7 |
| 105 |  $MRK | Merck & Co., Inc. | $169,364 | 0.1% | +2608% | 70.9 |
| 106 | $IVZ | Invesco Ltd. | $168,820 | 0.1% | +0% | — |
| 107 | — | ISHARES TR | $166,685 | 0.1% | +55% | — |
| 108 |  $OKLO | Oklo Inc. | $166,275 | 0.1% | +69% | — |
| 109 | — | SELECT SECTOR SPDR TR | $166,270 | 0.1% | +289% | — |
| 110 | — | VANGUARD INDEX FDS | $165,223 | 0.1% | +55% | — |
| 111 |  $PGR | PROGRESSIVE CORP/OH/ | $159,818 | 0.1% | NEW | 83.6 |
| 112 |  $ADP | AUTOMATIC DATA PROCESSING INC | $159,383 | 0.1% | +11% | 77.9 |
| 113 |  $UNH | UNITEDHEALTH GROUP INC | $157,429 | 0.1% | NEW | 66.8 |
| 114 |  $COR | Cencora, Inc. | $156,135 | 0.1% | +9% | 59.6 |
| 115 | — | VANGUARD WORLD FD | $152,366 | 0.1% | -99% | — |
| 116 |  $MYN | BLACKROCK MUNIYIELD NEW YORK QUALITY FUND, INC. | $150,384 | 0.1% | NEW | — |
| 117 |  $BLK | BlackRock, Inc. | $148,444 | 0.1% | +431% | 70.3 |
| 118 |  $PEP | PEPSICO INC | $145,669 | 0.1% | NEW | 62.7 |
| 119 |  $GLD | SPDR GOLD TRUST | $145,008 | 0.1% | +4% | — |
| 120 |  $CRWD | CrowdStrike Holdings, Inc. | $143,671 | 0.1% | NEW | 55 |
| 121 |  $SPY | SPDR S&P 500 ETF TRUST | $143,052 | 0.1% | +38% | — |
| 122 |  $CI | Cigna Group | $139,444 | 0.1% | +87% | 66.8 |
| 123 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $133,152 | 0.1% | +19% | — |
| 124 |  $PH | Parker-Hannifin Corp | $132,861 | 0.1% | NEW | 73.8 |
| 125 |  $MA | Mastercard Inc | $128,413 | 0.1% | +634% | 81.7 |
| 126 |  $MCD | MCDONALDS CORP | $126,847 | 0.1% | NEW | 73.9 |
| 127 | — | VANGUARD STAR FDS | $125,809 | 0.1% | NEW | — |
| 128 | — | ALPS ETF TR | $116,966 | 0.1% | +0% | — |
| 129 |  $LMT | LOCKHEED MARTIN CORP | $116,647 | 0.1% | NEW | 65 |
| 130 |  $WFC | WELLS FARGO & COMPANY/MN | $112,584 | 0.1% | +156% | — |
| 131 | — | J P MORGAN EXCHANGE TRADED F | $110,500 | 0.1% | +68% | — |
| 132 |  $SNDK | Sandisk Corp | $108,643 | 0.1% | NEW | 88.8 |
| 133 |  $CCZ | COMCAST CORP | $107,835 | 0.1% | +548% | 70.4 |
| 134 | — | SELECT SECTOR SPDR TR | $106,515 | 0.1% | +86% | — |
| 135 |  $COST | COSTCO WHOLESALE CORP /NEW | $101,636 | 0.1% | +325% | 67 |
| 136 |  $VZ | VERIZON COMMUNICATIONS INC | $99,256 | 0.1% | +93% | 71.6 |
| 137 |  $ORCL | ORACLE CORP | $98,798 | 0.1% | +446% | 67.2 |
| 138 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $98,713 | 0.1% | NEW | 66.5 |
| 139 | — | SPDR SERIES TRUST | $97,910 | 0.1% | +0% | — |
| 140 |  $UNP | UNION PACIFIC CORP | $92,681 | 0.1% | +1058% | 74 |
| 141 | — | ISHARES TR | $85,095 | 0.1% | +30% | — |
| 142 | — | VANGUARD TAX-MANAGED FDS | $81,042 | 0.1% | +11% | — |
| 143 |  $MU | MICRON TECHNOLOGY INC | $79,171 | 0.1% | +141% | 88.4 |
| 144 |  $BRK.B | BERKSHIRE HATHAWAY INC | $75,234 | 0.1% | +336% | 64.5 |
| 145 |  $AXP | AMERICAN EXPRESS CO | $72,522 | 0.1% | +7% | 73.2 |
| 146 |  $LRCX | LAM RESEARCH CORP | $67,303 | 0.1% | NEW | 82.4 |
| 147 | — | SELECT SECTOR SPDR TR | $66,724 | 0.1% | +2% | — |
| 148 |  $T | AT&T INC. | $64,253 | 0.1% | +9% | 71.9 |
| 149 |  $AMAT | APPLIED MATERIALS INC /DE | $61,502 | 0.1% | NEW | 74.8 |
| 150 |  $UBER | Uber Technologies, Inc | $57,472 | 0.1% | +412% | 79.3 |
| 151 |  $PM | Philip Morris International Inc. | $55,208 | 0.1% | +13% | 80.5 |
| 152 | — | VANGUARD WORLD FD | $55,137 | 0.1% | -99% | — |
| 153 | — | VANGUARD WHITEHALL FDS | $51,250 | 0.1% | +1% | — |
| 154 |  $DUK | Duke Energy CORP | $49,861 | 0.0% | +37% | 64 |
| 155 |  $BABA | Alibaba Group Holding Ltd | $49,306 | 0.0% | +347% | — |
| 156 | — | PROSHARES TR | $47,811 | 0.0% | NEW | — |
| 157 |  $ETR | ENTERGY CORP /DE/ | $46,437 | 0.0% | +557% | 65.1 |
| 158 |  $SHOP | SHOPIFY INC. | $46,380 | 0.0% | +90% | — |
| 159 |  $SO | SOUTHERN CO | $45,397 | 0.0% | NEW | 65.1 |
| 160 |  $CL | COLGATE PALMOLIVE CO | $40,996 | 0.0% | NEW | 72.4 |
| 161 |  $ADI | ANALOG DEVICES INC | $40,086 | 0.0% | NEW | 76.2 |
| 162 | — | VANECK ETF TRUST | $39,874 | 0.0% | +79% | — |
| 163 |  $DIS | Walt Disney Co | $34,811 | 0.0% | +292% | 68.9 |
| 164 |  $NFG | NATIONAL FUEL GAS CO | $32,047 | 0.0% | NEW | 80.4 |
| 165 |  $HLT | Hilton Worldwide Holdings Inc. | $29,496 | 0.0% | NEW | 73.1 |
| 166 |  $BKNG | Booking Holdings Inc. | $29,472 | 0.0% | NEW | 55.3 |
| 167 |  $CEG | Constellation Energy Corp | $28,789 | 0.0% | +63% | 62.5 |
| 168 |  $GD | GENERAL DYNAMICS CORP | $27,836 | 0.0% | NEW | 73 |
| 169 |  $ACHR | Archer Aviation Inc. | $27,660 | 0.0% | +19% | 25 |
| 170 |  $PFE | PFIZER INC | $26,300 | 0.0% | +338% | 69 |
| 171 |  $ABNB | Airbnb, Inc. | $25,635 | 0.0% | NEW | 70.1 |
| 172 |  $AMD | ADVANCED MICRO DEVICES INC | $24,818 | 0.0% | -18% | 78.8 |
| 173 |  $MRNA | Moderna, Inc. | $24,486 | 0.0% | NEW | 15.9 |
| 174 |  $QCOM | QUALCOMM INC/DE | $22,174 | 0.0% | +537% | 81.9 |
| 175 | — | SELECT SECTOR SPDR TR | $22,031 | 0.0% | +5% | — |
| 176 |  $OZ | Belpointe PREP, LLC | $19,844 | 0.0% | +0% | 34.8 |
| 177 | — | SELECT SECTOR SPDR TR | $18,895 | 0.0% | +0% | — |
| 178 | $WT | WisdomTree, Inc. | $17,579 | 0.0% | +0% | 62.9 |
| 179 | — | SCHWAB STRATEGIC TR | $15,538 | 0.0% | +0% | — |
| 180 |  $SBUX | STARBUCKS CORP | $15,087 | 0.0% | +171% | 54.6 |
| 181 | — | ISHARES TR | $15,010 | 0.0% | +33% | — |
| 182 |  $SNOW | Snowflake Inc. | $13,725 | 0.0% | +2175% | 49.6 |
| 183 |  $MO | ALTRIA GROUP, INC. | $13,594 | 0.0% | NEW | 72.1 |
| 184 |  $ISRG | INTUITIVE SURGICAL INC | $13,369 | 0.0% | NEW | 81.4 |
| 185 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $12,963 | 0.0% | NEW | 60.5 |
| 186 | — | ISHARES TR | $11,998 | 0.0% | -18% | — |
| 187 |  $BMY | BRISTOL MYERS SQUIBB CO | $11,887 | 0.0% | +39% | 70.1 |
| 188 | — | ISHARES TR | $9,906 | 0.0% | +1% | — |
| 189 |  $GBTC | Grayscale Bitcoin Trust ETF | $9,233 | 0.0% | +0% | — |
| 190 |  $GILD | GILEAD SCIENCES, INC. | $8,920 | 0.0% | NEW | 77.8 |
| 191 |  $CRM | Salesforce, Inc. | $7,653 | 0.0% | +128% | 75.2 |
| 192 | — | NUSHARES ETF TR | $7,466 | 0.0% | -14% | — |
| 193 |  $MPC | Marathon Petroleum Corp | $6,105 | 0.0% | NEW | 50.7 |
| 194 | — | SELECT SECTOR SPDR TR | $5,896 | 0.0% | +0% | — |
| 195 | — | FIRST TR EXCHANGE-TRADED FD | $5,510 | 0.0% | -12% | — |
| 196 |  $URI | UNITED RENTALS, INC. | $5,100 | 0.0% | NEW | 70.7 |
| 197 |  $KKR | KKR & Co. Inc. | $4,533 | 0.0% | -28% | 49.8 |
| 198 | — | NUSHARES ETF TR | $4,274 | 0.0% | -11% | — |
| 199 | — | VANGUARD WORLD FD | $3,923 | 0.0% | -100% | — |
| 200 | — | ISHARES TR | $3,825 | 0.0% | -30% | — |
| 201 | — | NUSHARES ETF TR | $3,234 | 0.0% | -38% | — |
| 202 |  $ARCC | ARES CAPITAL CORP | $3,107 | 0.0% | +7% | — |
| 203 |  $ETHA | iShares Ethereum Trust ETF | $3,055 | 0.0% | +0% | — |
| 204 | — | ISHARES TR | $2,307 | 0.0% | +71% | — |
| 205 |  $PENN | PENN Entertainment, Inc. | $2,255 | 0.0% | NEW | 44.8 |
| 206 |  $WRB | BERKLEY W R CORP | $2,254 | 0.0% | NEW | 71.8 |
| 207 | — | ARK ETF TR | $2,095 | 0.0% | -9% | — |
| 208 |  $TRV | TRAVELERS COMPANIES, INC. | $2,042 | 0.0% | NEW | 71.5 |
| 209 | — | ETF SER SOLUTIONS | $1,398 | 0.0% | +0% | — |
| 210 | — | ISHARES TR | $1,270 | 0.0% | +0% | — |
| 211 | — | ISHARES TR | $1,236 | 0.0% | +0% | — |
| 212 |  $PCG | PG&E Corp | $1,054 | 0.0% | NEW | 59.3 |
| 213 |  $TPL | Texas Pacific Land Corp | $949 | 0.0% | NEW | 79.1 |
| 214 | — | ISHARES TR | $858 | 0.0% | +0% | — |
| 215 |  $LOW | LOWES COMPANIES INC | $709 | 0.0% | NEW | 63.5 |
New Positions (43)
$NVO NOVO NORDISK A S$2.1M$BMO BANK OF MONTREAL /CAN/$966,598$VLO VALERO ENERGY CORP/TX$411,698$BX Blackstone Inc.$399,307$RVSB RIVERVIEW BANCORP INC$317,728$STX Seagate Technology Holdings plc$265,222$UNM Unum Group$206,856$HON HONEYWELL INTERNATIONAL INC$171,351$PGR PROGRESSIVE CORP/OH/$159,818$UNH UNITEDHEALTH GROUP INC$157,429$MYN BLACKROCK MUNIYIELD NEW YORK QUALITY FUND, INC.$150,384$PEP PEPSICO INC$145,669$CRWD CrowdStrike Holdings, Inc.$143,671$PH Parker-Hannifin Corp$132,861$MCD MCDONALDS CORP$126,847
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