Thrive Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1847610
Institutional-grade research for retail investors
13F Reported Value
ⓘ$787.1M
incl. option notional
Equity Holdings
ⓘ$777.1M
Option Notional
ⓘ$10.0M
$4.4M puts / $5.7M calls
Holdings
260
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Thrive Wealth Management, LLC disclosed 260 positions worth $787.1M in its Form 13F-HR for Q2 2026 — $777.1M in common stock plus $10.0M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 40 new positions and exited 11 — including a new stake in $SPY and a full exit from $INTU. The portfolio is most concentrated in Other (76.5% of disclosed assets). All figures are sourced directly from Thrive Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1847610.
AI Fund Analysis
StableVANGUARD INDEX FDS - VALUE
24.4% weight
Held 10 quarters
SCHWAB STRATEGIC TR - US L
23.6% weight
Held 10 quarters
$SPY3.1% weight
Held 10 quarters
ISHARES TR - INTL EQTY FAC
2.7% weight
Held 10 quarters
$AAPL2.2% weight
Held 10 quarters
ISHARES TR - SELECT DIVID
9 quarters accumulating
VANGUARD INDEX FDS - MID C
8 quarters accumulating
$AMZN6 quarters accumulating
CAPITAL GRP FIXED INCM ETF
6 quarters accumulating
ISHARES TR - CORE S&P SCP
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
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.
$SPYCALL$6M notional
$AAPLPUT$2M notional
$SNOWPUT$1M notional
$NVDAPUT$760K notional
$NOWCALL$109K notional
$ONDSCALL$16K notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - VALUE ETF
—Quality
$189.4M869,143 shSCHWAB STRATEGIC TR - US LCAP GR ETF
—Quality
$183.8M5,430,697 sh- —
Quality
$24.3M32,564 sh ISHARES TR - INTL EQTY FACTOR
—Quality
$20.9M509,257 sh- 76.1
Quality
$16.8M58,074 sh VANGUARD INDEX FDS - GROWTH ETF
—Quality
$16.7M193,880 sh- —
Quality
$12.7M18,001 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$11.4M16,561 shSCHWAB STRATEGIC TR - INTL EQTY ETF
—Quality
$10.6M384,011 shVANGUARD INDEX FDS - SMALL CP ETF
—Quality
$10.4M34,451 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - VALUE ETF | — | $189.4M | 869,143 |
| SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $183.8M | 5,430,697 |
| SPDR S&P 500 ETF TRUST$SPY | — | $24.3M | 32,564 |
| ISHARES TR - INTL EQTY FACTOR | — | $20.9M | 509,257 |
| Apple Inc.$AAPL | 76.1 | $16.8M | 58,074 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $16.7M | 193,880 |
 SPDR S&P MIDCAP 400 ETF TRUST$MDY | — | $12.7M | 18,001 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $11.4M | 16,561 |
| SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $10.6M | 384,011 |
| VANGUARD INDEX FDS - SMALL CP ETF | — | $10.4M | 34,451 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Thrive Wealth Management, LLC's 260 positions.
Showing top 10 of 260 holdings.
Sector Allocation
Other
$594.6M
Technology
$77.8M
Financials
$30.2M
Industrials
$22.3M
Healthcare
$16.5M
Consumer Discretionary
$12.7M
Consumer Staples
$6.7M
Utilities
$4.8M
Full Holdings — Thrive Wealth Management, LLC (Q2 2026)
All 260 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 - VALUE ETF | $189.4M | 24.4% | +1% | — |
| 2 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $183.8M | 23.6% | +2% | — |
| 3 | $SPY | SPDR S&P 500 ETF TRUST | $24.3M | 3.1% | +0% | — |
| 4 | — | ISHARES TR - INTL EQTY FACTOR | $20.9M | 2.7% | +49% | — |
| 5 | $AAPL | Apple Inc. | $16.8M | 2.2% | +2% | 76.1 |
| 6 | — | VANGUARD INDEX FDS - GROWTH ETF | $16.7M | 2.1% | +503% | — |
| 7 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $12.7M | 1.6% | +1% | — |
| 8 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $11.4M | 1.5% | +0% | — |
| 9 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $10.6M | 1.4% | +5% | — |
| 10 | — | VANGUARD INDEX FDS - SMALL CP ETF | $10.4M | 1.3% | +1% | — |
| 11 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $10.4M | 1.3% | -2% | — |
| 12 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $10.2M | 1.3% | +2% | — |
| 13 |  $GOOGL | Alphabet Inc. | $9.2M | 1.2% | -5% | 80.2 |
| 14 |  $NVDA | NVIDIA CORP | $8.5M | 1.1% | -1% | 90.2 |
| 15 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $7.5M | 1.0% | +3% | — |
| 16 |  $MSFT | MICROSOFT CORP | $7.4M | 0.9% | +1% | 83.7 |
| 17 |  $SEIC | SEI INVESTMENTS CO | $6.5M | 0.8% | -4% | 77.9 |
| 18 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $6.2M | 0.8% | -1% | — |
| 19 | $AMZN | AMAZON COM INC | $6.2M | 0.8% | +3% | 74.6 |
| 20 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $6.1M | 0.8% | -1% | — |
| 21 |  $JNJ | JOHNSON & JOHNSON | $5.7M | 0.7% | -2% | 72.8 |
| 22 | $SPYCALL | SPDR S&P 500 ETF TRUST | $5.5M | — | NEW | — |
| 23 | — | ISHARES TR - NATIONAL MUN ETF | $5.2M | 0.7% | +24% | — |
| 24 |  $GOOG | Alphabet Inc. | $5.1M | 0.7% | +1% | 80.2 |
| 25 | — | ISHARES TR - CORE S&P500 ETF | $5.0M | 0.6% | +1% | — |
| 26 | — | ISHARES TR - MSCI EAFE ETF | $4.6M | 0.6% | +6% | — |
| 27 | — | ISHARES TR - MSCI INTL QUALTY | $4.5M | 0.6% | +0% | — |
| 28 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $3.9M | 0.5% | +3% | — |
| 29 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | $3.5M | 0.5% | +4% | — |
| 30 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $3.2M | 0.4% | +1% | — |
| 31 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.2M | 0.4% | -2% | 64.5 |
| 32 | — | ISHARES INC - CORE MSCI EMKT | $3.0M | 0.4% | +2% | — |
| 33 | — | ISHARES TR - MSCI USA QLT FCT | $3.0M | 0.4% | -2% | — |
| 34 |  $LOAR | Loar Holdings Inc. | $2.9M | 0.4% | -1% | 70.5 |
| 35 |  $V | VISA INC. | $2.8M | 0.4% | -1% | 83.5 |
| 36 | — | ISHARES TR - RUS 1000 GRW ETF | $2.5M | 0.3% | +459% | — |
| 37 | — | ISHARES TR - CORE S&P SCP ETF | $2.5M | 0.3% | +2% | — |
| 38 |  $AVGO | Broadcom Inc. | $2.5M | 0.3% | +3% | 86.4 |
| 39 |  $JPM | JPMORGAN CHASE & CO | $2.4M | 0.3% | +0% | 35.6 |
| 40 |  $TSLA | Tesla, Inc. | $2.4M | 0.3% | +3% | 50.1 |
| 41 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.4M | 0.3% | -1% | 66.7 |
| 42 |  $MRK | Merck & Co., Inc. | $2.3M | 0.3% | +3% | 70.9 |
| 43 |  $SNOW | Snowflake Inc. | $2.3M | 0.3% | NEW | 49.6 |
| 44 |  $CAT | CATERPILLAR INC | $2.3M | 0.3% | -1% | 67.8 |
| 45 | — | HARTFORD FDS EXCHANGE TRADED - MUN OPORTUNITE | $2.2M | 0.3% | +27% | — |
| 46 | $AAPLPUT | Apple Inc. | $2.1M | — | NEW | 76.1 |
| 47 |  $PG | PROCTER & GAMBLE Co | $1.9M | 0.3% | -1% | 72.9 |
| 48 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $1.9M | 0.2% | +13% | — |
| 49 |  $CSCO | CISCO SYSTEMS, INC. | $1.9M | 0.2% | -5% | 72.3 |
| 50 |  $META | Meta Platforms, Inc. | $1.8M | 0.2% | -7% | 80.9 |
| 51 |  $MA | Mastercard Inc | $1.8M | 0.2% | +5% | 81.7 |
| 52 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | $1.8M | 0.2% | +2% | — |
| 53 |  $ORCL | ORACLE CORP | $1.8M | 0.2% | -13% | 67.2 |
| 54 |  $LRCX | LAM RESEARCH CORP | $1.7M | 0.2% | -2% | 82.4 |
| 55 |  $LMT | LOCKHEED MARTIN CORP | $1.7M | 0.2% | +16% | 65 |
| 56 |  $XOM | EXXON MOBIL CORP | $1.7M | 0.2% | -6% | 61.8 |
| 57 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $1.7M | 0.2% | -0% | — |
| 58 | — | ISHARES TR - RUS 1000 VAL ETF | $1.5M | 0.2% | +3% | — |
| 59 |  $LLY | ELI LILLY & Co | $1.5M | 0.2% | +5% | 89.3 |
| 60 | $SNOWPUT | Snowflake Inc. | $1.5M | — | NEW | 49.6 |
| 61 |  $ABBV | AbbVie Inc. | $1.4M | 0.2% | -4% | 59.3 |
| 62 | — | CAPITAL GRP FIXED INCM ETF T - MUN HIGH ETF | $1.4M | 0.2% | +21% | — |
| 63 |  $AMD | ADVANCED MICRO DEVICES INC | $1.4M | 0.2% | +1% | 78.8 |
| 64 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $1.4M | 0.2% | -1% | — |
| 65 |  $TJX | TJX COMPANIES INC /DE/ | $1.3M | 0.2% | -1% | 70.7 |
| 66 | — | ISHARES TR - S&P 500 GRWT ETF | $1.3M | 0.2% | -1% | — |
| 67 | — | ISHARES TR - CORE S&P MCP ETF | $1.3M | 0.2% | -0% | — |
| 68 |  $AMAT | APPLIED MATERIALS INC /DE | $1.3M | 0.2% | -1% | 74.8 |
| 69 |  $PM | Philip Morris International Inc. | $1.3M | 0.2% | +1% | 80.5 |
| 70 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.2M | 0.2% | -0% | — |
| 71 |  $CVX | CHEVRON CORP | $1.2M | 0.1% | -8% | 54.7 |
| 72 |  $AMGN | AMGEN INC | $1.2M | 0.1% | -1% | 79.5 |
| 73 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.2M | 0.1% | +30% | — |
| 74 |  $KO | COCA COLA CO | $1.1M | 0.1% | -2% | 74 |
| 75 | — | PIMCO ETF TR - MULTISECTOR BD | $1.1M | 0.1% | +15% | — |
| 76 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.1M | 0.1% | -11% | 63.7 |
| 77 |  $MCK | MCKESSON CORP | $1.1M | 0.1% | -0% | 63.7 |
| 78 |  $LIN | LINDE PLC | $1.1M | 0.1% | -2% | — |
| 79 |  $FTNT | Fortinet, Inc. | $1.1M | 0.1% | -6% | 78.1 |
| 80 |  $C | CITIGROUP INC | $1.0M | 0.1% | -6% | 54.8 |
| 81 | — | ISHARES TR - RUSSELL 2000 ETF | $1.0M | 0.1% | -4% | — |
| 82 |  $HD | HOME DEPOT, INC. | $987,357 | 0.1% | -5% | 69.2 |
| 83 |  $CRM | Salesforce, Inc. | $955,823 | 0.1% | -10% | 75.2 |
| 84 | — | ISHARES TR - CORE S&P TTL STK | $910,011 | 0.1% | -1% | — |
| 85 |  $INTC | INTEL CORP | $892,115 | 0.1% | -4% | 41.5 |
| 86 |  $UNP | UNION PACIFIC CORP | $883,703 | 0.1% | -14% | 74 |
| 87 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $879,813 | 0.1% | -1% | — |
| 88 |  $MCD | MCDONALDS CORP | $860,118 | 0.1% | -1% | 73.9 |
| 89 |  $ECL | ECOLAB INC. | $850,946 | 0.1% | -2% | 64.3 |
| 90 |  $SPGI | S&P Global Inc. | $848,621 | 0.1% | -6% | 79.4 |
| 91 |  $APH | AMPHENOL CORP /DE/ | $837,093 | 0.1% | -22% | 80.5 |
| 92 |  $RTX | RTX Corp | $836,896 | 0.1% | -2% | 70 |
| 93 |  $WFC | WELLS FARGO & COMPANY/MN | $816,810 | 0.1% | -6% | — |
| 94 |  $MU | MICRON TECHNOLOGY INC | $815,415 | 0.1% | +4% | 88.4 |
| 95 |  $DUK | Duke Energy CORP | $803,623 | 0.1% | -22% | 64 |
| 96 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $795,358 | 0.1% | +269% | — |
| 97 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $788,003 | 0.1% | -32% | 70.9 |
| 98 |  $VRSN | VERISIGN INC/CA | $783,358 | 0.1% | -3% | 71.6 |
| 99 |  $WMT | Walmart Inc. | $780,799 | 0.1% | +5% | 63.2 |
| 100 |  $DHR | DANAHER CORP /DE/ | $763,453 | 0.1% | -6% | 63.9 |
| 101 | $NVDAPUT | NVIDIA CORP | $760,342 | — | NEW | 90.2 |
| 102 | — | VANGUARD WELLINGTON FD - SHORT TRM TAX EX | $759,116 | 0.1% | +11% | — |
| 103 |  $WT | WisdomTree, Inc. | $758,362 | 0.1% | +7% | 62.9 |
| 104 |  $COST | COSTCO WHOLESALE CORP /NEW | $743,546 | 0.1% | -1% | 67 |
| 105 |  $PBA | PEMBINA PIPELINE CORP | $708,226 | 0.1% | -35% | — |
| 106 |  $PFE | PFIZER INC | $690,005 | 0.1% | -2% | 69 |
| 107 |  $GS | GOLDMAN SACHS GROUP INC | $682,848 | 0.1% | +2% | — |
| 108 |  $UNH | UNITEDHEALTH GROUP INC | $679,802 | 0.1% | -0% | 66.8 |
| 109 |  $CMI | CUMMINS INC | $672,557 | 0.1% | +0% | 58.9 |
| 110 |  $IBKR | Interactive Brokers Group, Inc. | $671,171 | 0.1% | -9% | 75.5 |
| 111 |  $BAC | BANK OF AMERICA CORP /DE/ | $668,772 | 0.1% | -3% | 68.4 |
| 112 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $657,315 | 0.1% | +0% | — |
| 113 |  $AXP | AMERICAN EXPRESS CO | $657,232 | 0.1% | -3% | 73.2 |
| 114 |  $GD | GENERAL DYNAMICS CORP | $650,546 | 0.1% | -4% | 73 |
| 115 |  $VRSK | Verisk Analytics, Inc. | $650,256 | 0.1% | +21% | 77.3 |
| 116 | — | ISHARES TR - CORE US AGGBD ET | $647,044 | 0.1% | +0% | — |
| 117 |  $T | AT&T INC. | $645,502 | 0.1% | +1% | 71.9 |
| 118 |  $VZ | VERIZON COMMUNICATIONS INC | $634,159 | 0.1% | -5% | 71.6 |
| 119 | — | ISHARES TR - MSCI EMG MKT ETF | $632,793 | 0.1% | +0% | — |
| 120 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $602,953 | 0.1% | -5% | — |
| 121 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $595,049 | 0.1% | +58% | — |
| 122 |  $XYL | Xylem Inc. | $594,883 | 0.1% | +2% | 65.6 |
| 123 |  $LNT | ALLIANT ENERGY CORP | $594,452 | 0.1% | -1% | 56.7 |
| 124 |  $ETR | ENTERGY CORP /DE/ | $581,996 | 0.1% | -2% | 65.1 |
| 125 |  $PLTR | Palantir Technologies Inc. | $562,816 | 0.1% | -18% | 85.8 |
| 126 |  $APD | Air Products & Chemicals, Inc. | $557,365 | 0.1% | -1% | 41.2 |
| 127 | — | VANGUARD INDEX FDS - MID CAP ETF | $546,413 | 0.1% | +307% | — |
| 128 |  $GE | GENERAL ELECTRIC CO | $546,142 | 0.1% | +4% | 74.8 |
| 129 |  $NEE | NEXTERA ENERGY INC | $537,424 | 0.1% | -2% | 71.7 |
| 130 |  $GLW | CORNING INC /NY | $529,409 | 0.1% | -6% | 72.7 |
| 131 |  $SO | SOUTHERN CO | $526,110 | 0.1% | -2% | 65.1 |
| 132 |  $PEP | PEPSICO INC | $522,329 | 0.1% | -1% | 62.7 |
| 133 |  $MS | MORGAN STANLEY | $519,125 | 0.1% | -4% | — |
| 134 | — | ISHARES TR - CORE MSCI TOTAL | $514,417 | 0.1% | +10% | — |
| 135 |  $SNDK | Sandisk Corp | $505,309 | 0.1% | NEW | 88.8 |
| 136 |  $WEC | WEC ENERGY GROUP, INC. | $505,203 | 0.1% | -0% | 67 |
| 137 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $497,910 | 0.1% | +7% | — |
| 138 | — | ISHARES TR - CORE MSCI EAFE | $495,202 | 0.1% | -8% | — |
| 139 |  $DOV | DOVER Corp | $487,909 | 0.1% | -25% | 63.1 |
| 140 | — | ISHARES TR - SELECT DIVID ETF | $479,096 | 0.1% | +0% | — |
| 141 |  $NXPI | NXP Semiconductors N.V. | $473,817 | 0.1% | -2% | — |
| 142 |  $MRVL | Marvell Technology, Inc. | $471,947 | 0.1% | NEW | 77.3 |
| 143 |  $PANW | Palo Alto Networks Inc | $461,741 | 0.1% | -4% | 66.5 |
| 144 |  $ET | Energy Transfer LP | $460,705 | 0.1% | -49% | 64.5 |
| 145 |  $GEV | GE Vernova Inc. | $455,045 | 0.1% | +2% | 70.1 |
| 146 |  $TDY | TELEDYNE TECHNOLOGIES INC | $453,602 | 0.1% | +1% | 70.2 |
| 147 |  $NFLX | NETFLIX INC | $448,279 | 0.1% | -8% | 86.7 |
| 148 | — | ISHARES TR - EXPANDED TECH | $443,034 | 0.1% | +0% | — |
| 149 |  $QCOM | QUALCOMM INC/DE | $439,921 | 0.1% | -4% | 81.9 |
| 150 |  $ZWS | Zurn Elkay Water Solutions Corp | $439,712 | 0.1% | +6% | 67.4 |
| 151 |  $AZN | ASTRAZENECA PLC | $429,300 | 0.1% | NEW | — |
| 152 |  $WRB | BERKLEY W R CORP | $428,256 | 0.1% | +0% | 71.8 |
| 153 | $WT | WisdomTree, Inc. | $424,657 | 0.1% | +2% | 62.9 |
| 154 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $416,124 | 0.1% | +1% | — |
| 155 |  $RBLX | Roblox Corp | $409,808 | 0.1% | -3% | 53.7 |
| 156 |  $ULS | UL Solutions Inc. | $400,412 | 0.1% | +17% | 64.1 |
| 157 |  $NDSN | NORDSON CORP | $398,473 | 0.1% | +1% | 67.8 |
| 158 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $390,084 | 0.1% | -6% | — |
| 159 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $387,961 | 0.1% | -4% | 71.5 |
| 160 |  $DE | DEERE & CO | $387,083 | 0.1% | -9% | 57.4 |
| 161 |  $BE | Bloom Energy Corp | $371,110 | 0.1% | -24% | 54.4 |
| 162 |  $DIS | Walt Disney Co | $360,123 | 0.1% | -6% | 68.9 |
| 163 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $357,304 | 0.1% | -2% | — |
| 164 |  $ARMK | Aramark | $356,308 | 0.1% | -0% | 53 |
| 165 |  $UPS | UNITED PARCEL SERVICE INC | $354,656 | 0.1% | +6% | 58.2 |
| 166 |  $TXN | TEXAS INSTRUMENTS INC | $354,100 | 0.1% | -2% | 70.4 |
| 167 |  $AMT | AMERICAN TOWER CORP /MA/ | $353,802 | 0.1% | -6% | 69.8 |
| 168 |  $SBUX | STARBUCKS CORP | $351,879 | 0.1% | -3% | 54.6 |
| 169 |  $ETN | Eaton Corp plc | $348,992 | 0.0% | -6% | — |
| 170 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $347,907 | 0.0% | +1% | — |
| 171 |  $SOFI | SoFi Technologies, Inc. | $346,892 | 0.0% | -9% | 53.8 |
| 172 | $WFC | WELLS FARGO & COMPANY/MN | $345,943 | 0.0% | +0% | — |
| 173 |  $PPL | PPL Corp | $341,169 | 0.0% | +7% | 70.3 |
| 174 |  $KLAC | KLA CORP | $332,484 | 0.0% | NEW | 84.4 |
| 175 |  $CEG | Constellation Energy Corp | $327,234 | 0.0% | -6% | 62.5 |
| 176 |  $ASML | ASML HOLDING NV | $325,827 | 0.0% | -4% | — |
| 177 |  $LII | LENNOX INTERNATIONAL INC | $324,833 | 0.0% | +22% | 64.8 |
| 178 |  $MO | ALTRIA GROUP, INC. | $322,010 | 0.0% | +7% | 72.1 |
| 179 |  $CCJ | CAMECO CORP | $321,470 | 0.0% | NEW | — |
| 180 |  $DG | DOLLAR GENERAL CORP | $320,008 | 0.0% | -3% | 60.4 |
| 181 |  $SAIA | SAIA INC | $319,660 | 0.0% | +1% | 57.3 |
| 182 |  $__PARK_1390777 | Bank of New York Mellon Corp | $318,226 | 0.0% | -5% | 36.7 |
| 183 | — | ISHARES TR - RUS 1000 ETF | $317,363 | 0.0% | +15% | — |
| 184 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $316,839 | 0.0% | +0% | — |
| 185 |  $GSK | GSK plc | $316,145 | 0.0% | +0% | — |
| 186 |  $ADI | ANALOG DEVICES INC | $311,065 | 0.0% | -1% | 76.2 |
| 187 |  $EMR | EMERSON ELECTRIC CO | $309,842 | 0.0% | -1% | 65.9 |
| 188 |  $GLD | SPDR GOLD TRUST | $309,439 | 0.0% | -4% | — |
| 189 |  $LPLA | LPL Financial Holdings Inc. | $307,031 | 0.0% | -0% | 61.8 |
| 190 |  $ALLE | Allegion plc | $305,425 | 0.0% | -5% | — |
| 191 | — | ISHARES TR - S&P 500 VAL ETF | $305,291 | 0.0% | -4% | — |
| 192 |  $COP | CONOCOPHILLIPS | $304,488 | 0.0% | +8% | 74.8 |
| 193 |  $EXC | EXELON CORP | $298,902 | 0.0% | -1% | 63.9 |
| 194 |  $SCHW | SCHWAB CHARLES CORP | $297,429 | 0.0% | -6% | 77.2 |
| 195 |  $BSX | BOSTON SCIENTIFIC CORP | $296,626 | 0.0% | -7% | 79.9 |
| 196 |  $ICE | Intercontinental Exchange, Inc. | $296,377 | 0.0% | -7% | 73.8 |
| 197 |  $MDT | Medtronic plc | $292,971 | 0.0% | -15% | — |
| 198 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $292,654 | 0.0% | +0% | — |
| 199 | — | ISHARES TR - RUS MID CAP ETF | $290,583 | 0.0% | +0% | — |
| 200 |  $ALAB | Astera Labs, Inc. | $290,295 | 0.0% | NEW | 77.7 |
| 201 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDERS US | $290,029 | 0.0% | +0% | — |
| 202 | — | SPDR SERIES TRUST - ST STR SP DIV | $287,379 | 0.0% | +0% | — |
| 203 |  $CRWD | CrowdStrike Holdings, Inc. | $285,414 | 0.0% | NEW | 55 |
| 204 |  $BEAM | Beam Therapeutics Inc. | $280,635 | 0.0% | NEW | 12.1 |
| 205 |  $WSO | WATSCO INC | $280,459 | 0.0% | -0% | 58.9 |
| 206 |  $PFH | PRUDENTIAL FINANCIAL INC | $273,518 | 0.0% | -11% | 58.6 |
| 207 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $269,910 | 0.0% | +0% | — |
| 208 |  $BAM | Brookfield Asset Management Ltd. | $269,100 | 0.0% | NEW | — |
| 209 |  $LOW | LOWES COMPANIES INC | $266,772 | 0.0% | -4% | 63.5 |
| 210 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $265,129 | 0.0% | +0% | 66.4 |
| 211 |  $ES | EVERSOURCE ENERGY | $263,280 | 0.0% | -12% | 67 |
| 212 |  $COHR | COHERENT CORP. | $262,717 | 0.0% | NEW | 64 |
| 213 |  $RIO | RIO TINTO PLC | $262,671 | 0.0% | -0% | — |
| 214 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $262,640 | 0.0% | NEW | — |
| 215 |  $CVS | CVS HEALTH Corp | $261,437 | 0.0% | NEW | 51.3 |
| 216 |  $CB | Chubb Ltd | $260,402 | 0.0% | -4% | — |
| 217 |  $EBAY | EBAY INC | $259,753 | 0.0% | -2% | 69.3 |
| 218 |  $BLK | BlackRock, Inc. | $250,094 | 0.0% | -4% | 70.3 |
| 219 |  $WDC | WESTERN DIGITAL CORP | $246,546 | 0.0% | NEW | 76.8 |
| 220 |  $TRV | TRAVELERS COMPANIES, INC. | $243,454 | 0.0% | -3% | 71.5 |
| 221 |  $ADP | AUTOMATIC DATA PROCESSING INC | $242,947 | 0.0% | +4% | 77.9 |
| 222 |  $INTA | Intapp, Inc. | $242,823 | 0.0% | NEW | 47.5 |
| 223 |  $STLD | STEEL DYNAMICS INC | $240,933 | 0.0% | NEW | 56 |
| 224 |  $BLLN | BillionToOne, Inc. | $239,960 | 0.0% | NEW | — |
| 225 |  $ABT | ABBOTT LABORATORIES | $238,415 | 0.0% | -19% | 67 |
| 226 | — | GRANITESHARES ETF TR - GRANITE 2X LONG | $237,989 | 0.0% | NEW | — |
| 227 |  $PH | Parker-Hannifin Corp | $235,727 | 0.0% | -2% | 73.8 |
| 228 |  $FIX | COMFORT SYSTEMS USA INC | $233,870 | 0.0% | NEW | 79.5 |
| 229 |  $SMPL | Simply Good Foods Co | $233,768 | 0.0% | NEW | 42.9 |
| 230 |  $TER | TERADYNE, INC | $226,617 | 0.0% | NEW | 74.6 |
| 231 |  $COR | Cencora, Inc. | $226,325 | 0.0% | -2% | 59.6 |
| 232 |  $VOYA | Voya Financial, Inc. | $223,338 | 0.0% | NEW | 62.4 |
| 233 |  $CCZ | COMCAST CORP | $222,163 | 0.0% | -11% | 70.4 |
| 234 |  $GDV | GABELLI DIVIDEND & INCOME TRUST | $220,500 | 0.0% | +0% | — |
| 235 |  $BA | BOEING CO | $220,376 | 0.0% | NEW | 51.8 |
| 236 |  $CME | CME GROUP INC. | $219,953 | 0.0% | -35% | 74.5 |
| 237 |  $A | AGILENT TECHNOLOGIES, INC. | $217,515 | 0.0% | NEW | 64.6 |
| 238 |  $CI | Cigna Group | $216,902 | 0.0% | +4% | 66.8 |
| 239 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $214,811 | 0.0% | NEW | — |
| 240 |  $MMM | 3M CO | $214,800 | 0.0% | NEW | 60.7 |
| 241 |  $PSA | Public Storage | $214,187 | 0.0% | NEW | 73.9 |
| 242 |  $APP | AppLovin Corp | $213,820 | 0.0% | NEW | 86.8 |
| 243 |  $AFL | AFLAC INC | $211,554 | 0.0% | NEW | 60.3 |
| 244 |  $EFX | EQUIFAX INC | $208,717 | 0.0% | -31% | 69.4 |
| 245 |  $RKLB | Rocket Lab Corp | $208,179 | 0.0% | NEW | 37.2 |
| 246 | — | ISHARES TR - S&P SML 600 GWT | $204,854 | 0.0% | NEW | — |
| 247 |  $ROL | ROLLINS INC | $204,572 | 0.0% | -17% | 73.2 |
| 248 |  $COIN | Coinbase Global, Inc. | $203,496 | 0.0% | -10% | 68 |
| 249 |  $IVZ | Invesco Ltd. | $202,613 | 0.0% | NEW | — |
| 250 |  $UBER | Uber Technologies, Inc | $201,976 | 0.0% | -2% | 79.3 |
| 251 |  $PWR | QUANTA SERVICES, INC. | $200,921 | 0.0% | NEW | 62.6 |
| 252 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $200,344 | 0.0% | -7% | 58.8 |
| 253 |  $PUSA | Aureus Greenway Holdings Inc | $119,700 | 0.0% | +0% | — |
| 254 |  $NOWCALL | ServiceNow, Inc. | $109,208 | — | NEW | 76 |
| 255 |  $EDIT | Editas Medicine, Inc. | $108,540 | 0.0% | +0% | 10.8 |
| 256 |  $ONDS | Ondas Inc. | $107,120 | 0.0% | -0% | 31.8 |
| 257 | $NOW | ServiceNow, Inc. | $92,947 | 0.0% | NEW | 76 |
| 258 |  $CRBU | Caribou Biosciences, Inc. | $56,320 | 0.0% | +0% | 6.1 |
| 259 |  $OABI | OmniAb, Inc. | $44,393 | 0.0% | +4% | 9.7 |
| 260 | $ONDSCALL | Ondas Inc. | $16,480 | — | NEW | 31.8 |
New Positions (40)
$SPYCALL SPDR S&P 500 ETF TRUST$5.5M$SNOW Snowflake Inc.$2.3M$AAPLPUT Apple Inc.$2.1M$SNOWPUT Snowflake Inc.$1.5M$NVDAPUT NVIDIA CORP$760,342$SNDK Sandisk Corp$505,309$MRVL Marvell Technology, Inc.$471,947$AZN ASTRAZENECA PLC$429,300$KLAC KLA CORP$332,484$CCJ CAMECO CORP$321,470$ALAB Astera Labs, Inc.$290,295$CRWD CrowdStrike Holdings, Inc.$285,414$BEAM Beam Therapeutics Inc.$280,635$BAM Brookfield Asset Management Ltd.$269,100$COHR COHERENT CORP.$262,717
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