Bradley & Co. Private Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1861678
Institutional-grade research for retail investors
13F Reported Value
ⓘ$189.7M
Holdings
215
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Bradley & Co. Private Wealth Management, LLC disclosed 215 positions worth $189.7M in its Form 13F-HR for Q1 2026, led by $GOOGL (Alphabet Inc.) at 7.9% of the equity portfolio, followed by $AAPL. During the quarter the fund opened 13 new positions and exited 14 — including a new stake in $KBR. The portfolio is most concentrated in Technology (30.9% of disclosed assets). All figures are sourced directly from Bradley & Co. Private Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1861678.
AI Fund Analysis
Diversifying
$GOOG7.9% weight
Held 8 quarters
$AAPL7.8% weight
Held 8 quarters
VANGUARD TOTAL STOCK MARKE
7.4% weight
Held 8 quarters
$WMT6.6% weight
Held 8 quarters
$BRK-A6.4% weight
Held 8 quarters
$GLD3 quarters accumulating
VANGUARD TOTAL INTERNATION
3 quarters accumulating
ISHARES IBONDS OCT 2032 TE
3 quarters accumulating
$DIS2 quarters accumulating
ISHARES IBONDS OCT 2035 TE
2 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryIndustrialsCommunication Services
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 80.2#45
Quality
$14.9M52,066 sh - 76.1#112
Quality
$14.9M58,531 sh VANGUARD TOTAL STOCK MARKET ETF
—Quality
$14.1M43,998 sh- 63.2
Quality
$12.5M100,213 sh - 64.5
Quality
$12.1M25,231 sh - 67.0
Quality
$11.7M11,703 sh - 35.6
Quality
$11.5M39,211 sh - 73.2
Quality
$11.5M38,041 sh - 90.2
Quality
$10.9M62,385 sh - 74.6
Quality
$10.4M49,727 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Alphabet Inc.$GOOGL | 80.2#45 | $14.9M | 52,066 |
| Apple Inc.$AAPL | 76.1#112 | $14.9M | 58,531 |
| VANGUARD TOTAL STOCK MARKET ETF | — | $14.1M | 43,998 |
| Walmart Inc.$WMT | 63.2 | $12.5M | 100,213 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $12.1M | 25,231 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $11.7M | 11,703 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $11.5M | 39,211 |
 AMERICAN EXPRESS CO$AXP | 73.2 | $11.5M | 38,041 |
 NVIDIA CORP$NVDA | 90.2 | $10.9M | 62,385 |
 AMAZON COM INC$AMZN | 74.6 | $10.4M | 49,727 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Bradley & Co. Private Wealth Management, LLC's 215 positions.
Showing top 10 of 215 holdings.
Sector Allocation
Technology
$58.7M
Other
$44.2M
Financials
$40.7M
Consumer Discretionary
$36.1M
Industrials
$5.5M
Communication Services
$2.1M
Healthcare
$921,330
Consumer Staples
$809,450
Full Holdings — Bradley & Co. Private Wealth Management, 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 | $GOOGL | Alphabet Inc. | $14.9M | 7.9% | +0% | 80.2 |
| 2 | $AAPL | Apple Inc. | $14.9M | 7.8% | +6% | 76.1 |
| 3 | — | VANGUARD TOTAL STOCK MARKET ETF | $14.1M | 7.4% | +3% | — |
| 4 | $WMT | Walmart Inc. | $12.5M | 6.6% | -0% | 63.2 |
| 5 | $BRK.B | BERKSHIRE HATHAWAY INC | $12.1M | 6.4% | +7% | 64.5 |
| 6 | $COST | COSTCO WHOLESALE CORP /NEW | $11.7M | 6.2% | +7% | 67 |
| 7 | $JPM | JPMORGAN CHASE & CO | $11.5M | 6.1% | +4% | 35.6 |
| 8 | $AXP | AMERICAN EXPRESS CO | $11.5M | 6.1% | +6% | 73.2 |
| 9 | $NVDA | NVIDIA CORP | $10.9M | 5.7% | +3% | 90.2 |
| 10 | $AMZN | AMAZON COM INC | $10.4M | 5.5% | +7% | 74.6 |
| 11 |  $MSFT | MICROSOFT CORP | $9.3M | 4.9% | +11% | 83.7 |
| 12 | — | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $7.8M | 4.1% | +0% | — |
| 13 | $GOOG | Alphabet Inc. | $4.0M | 2.1% | -1% | 80.2 |
| 14 | — | ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF | $3.4M | 1.8% | +0% | — |
| 15 |  $TSLA | Tesla, Inc. | $2.9M | 1.5% | -3% | 50.1 |
| 16 | $GLD | SPDR GOLD TRUST | $2.6M | 1.4% | +1% | — |
| 17 |  $IAU | ISHARES GOLD TRUST | $2.3M | 1.2% | +9% | — |
| 18 |  $SPY | SPDR S&P 500 ETF TRUST | $2.2M | 1.2% | +0% | — |
| 19 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.1M | 1.1% | +0% | — |
| 20 | $DIS | Walt Disney Co | $1.9M | 1.0% | +691% | 68.9 |
| 21 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $1.8M | 1.0% | +12% | — |
| 22 |  $META | Meta Platforms, Inc. | $1.5M | 0.8% | -2% | 80.9 |
| 23 | — | VANGUARD S&P 500 ETF | $1.4M | 0.7% | NEW | — |
| 24 |  $SLAB | SILICON LABORATORIES INC. | $1.4M | 0.7% | -17% | 36.6 |
| 25 |  $PLTR | Palantir Technologies Inc. | $1.2M | 0.6% | +13% | 85.8 |
| 26 |  $FDX | FEDEX CORP | $854,378 | 0.5% | +0% | 60.3 |
| 27 | — | ISHARES IBONDS OCT 2030 TERM TIPS ETF | $743,096 | 0.4% | +112% | — |
| 28 |  $SBUX | STARBUCKS CORP | $665,833 | 0.3% | +0% | 54.6 |
| 29 | — | ISHARES IBONDS OCT 2032 TERM TIPS ETF | $645,090 | 0.3% | +17% | — |
| 30 | — | ISHARES IBONDS OCT 2028 TERM TIPS ETF | $628,815 | 0.3% | +213% | — |
| 31 | — | ISHARES RUSSELL 3000 ETF | $612,734 | 0.3% | +0% | — |
| 32 | — | ISHARES IBONDS OCT 2031 TERM TIPS ETF | $596,453 | 0.3% | +204% | — |
| 33 | — | ISHARES IBONDS OCT 2027 TERM TIPS ETF | $596,049 | 0.3% | +172% | — |
| 34 |  $DAL | DELTA AIR LINES, INC. | $592,305 | 0.3% | +0% | 64.4 |
| 35 |  $KO | COCA COLA CO | $589,130 | 0.3% | +0% | 74 |
| 36 | — | ISHARES IBONDS OCT 2035 TERM TIPS ETF | $568,000 | 0.3% | +20% | — |
| 37 | — | ISHARES IBONDS OCT 2034 TERM TIPS ETF | $567,427 | 0.3% | +20% | — |
| 38 | — | ISHARES IBONDS OCT 2033 TERM TIPS ETF | $567,014 | 0.3% | +20% | — |
| 39 | — | ISHARES ESG OPTIMIZED MSCI USA ETF | $526,286 | 0.3% | +0% | — |
| 40 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $492,881 | 0.3% | +0% | — |
| 41 | — | ISHARES IBONDS OCT 2029 TERM TIPS ETF | $481,517 | 0.3% | +412% | — |
| 42 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $477,181 | 0.3% | +0% | — |
| 43 |  $NEE | NEXTERA ENERGY INC | $464,679 | 0.2% | +28% | 71.7 |
| 44 | — | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $408,801 | 0.2% | +0% | — |
| 45 |  $BCS | BARCLAYS PLC | $407,626 | 0.2% | +0% | — |
| 46 | — | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $398,932 | 0.2% | +0% | — |
| 47 | — | VANGUARD SMALL CAP VALUE ETF | $368,239 | 0.2% | +235% | — |
| 48 | — | ISHARES ESG MSCI KLD 400 ETF | $347,936 | 0.2% | +0% | — |
| 49 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $282,545 | 0.1% | +0% | — |
| 50 |  $KBR | KBR, INC. | $267,506 | 0.1% | NEW | 64.7 |
| 51 | — | INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF | $258,099 | 0.1% | +0% | — |
| 52 |  $JNJ | JOHNSON & JOHNSON | $250,306 | 0.1% | +0% | 72.8 |
| 53 |  $NFLX | NETFLIX INC | $249,125 | 0.1% | +0% | 86.7 |
| 54 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $248,246 | 0.1% | +0% | 65.9 |
| 55 |  $MCD | MCDONALDS CORP | $228,120 | 0.1% | +0% | 73.9 |
| 56 | — | VANGUARD VALUE ETF | $190,118 | 0.1% | NEW | — |
| 57 | — | ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $174,157 | 0.1% | +0% | — |
| 58 |  $LUV | SOUTHWEST AIRLINES CO | $169,875 | 0.1% | +0% | 51.1 |
| 59 |  $TILE | INTERFACE INC | $164,421 | 0.1% | +0% | 62.2 |
| 60 |  $FTRE | Fortrea Holdings Inc. | $154,338 | 0.1% | +0% | 31.4 |
| 61 | — | ISHARES CORE MSCI EAFE ETF | $146,387 | 0.1% | +0% | — |
| 62 |  $CDNA | CareDx, Inc. | $140,390 | 0.1% | +0% | 44.8 |
| 63 |  $BA | BOEING CO | $138,923 | 0.1% | +0% | 51.8 |
| 64 |  $HD | HOME DEPOT, INC. | $137,805 | 0.1% | +0% | 69.2 |
| 65 | — | VANGUARD GROWTH ETF | $124,048 | 0.1% | +0% | — |
| 66 | — | ISHARES COPPER AND METALS MINING ETF | $118,848 | 0.1% | NEW | — |
| 67 |  $PG | PROCTER & GAMBLE Co | $116,708 | 0.1% | +0% | 72.9 |
| 68 | — | TIDAL TRUST III NAACP MINORITY EMPOWERMENT ETF | $112,193 | 0.1% | +0% | — |
| 69 |  $ASML | ASML HOLDING NV | $110,949 | 0.1% | +0% | — |
| 70 | — | GLOBAL X COPPER MINERS ETF | $108,035 | 0.1% | NEW | — |
| 71 |  $RTX | RTX Corp | $107,639 | 0.1% | +0% | 70 |
| 72 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $101,562 | 0.1% | +0% | 66.7 |
| 73 | — | ISHARES IBONDS OCT 2026 TERM TIPS ETF | $95,067 | 0.1% | NEW | — |
| 74 |  $CRM | Salesforce, Inc. | $95,015 | 0.1% | +0% | 75.2 |
| 75 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $93,105 | 0.1% | NEW | 76.3 |
| 76 |  $LLY | ELI LILLY & Co | $89,218 | 0.1% | NEW | 89.3 |
| 77 |  $AMD | ADVANCED MICRO DEVICES INC | $84,219 | 0.0% | +5075% | 78.8 |
| 78 |  $HON | HONEYWELL INTERNATIONAL INC | $82,727 | 0.0% | +0% | 65.7 |
| 79 |  $PODD | INSULET CORP | $81,838 | 0.0% | NEW | 70.4 |
| 80 |  $BE | Bloom Energy Corp | $81,294 | 0.0% | NEW | 54.4 |
| 81 |  $MELI | MERCADOLIBRE INC | $81,264 | 0.0% | NEW | 77.5 |
| 82 |  $RGTI | Rigetti Computing, Inc. | $77,683 | 0.0% | NEW | 8.1 |
| 83 |  $IONQ | IonQ, Inc. | $75,477 | 0.0% | NEW | 32.8 |
| 84 |  $CL | COLGATE PALMOLIVE CO | $72,105 | 0.0% | +0% | 72.4 |
| 85 |  $GD | GENERAL DYNAMICS CORP | $66,585 | 0.0% | +0% | 73 |
| 86 |  $CVX | CHEVRON CORP | $66,208 | 0.0% | +0% | 54.7 |
| 87 | — | VANGUARD MID-CAP ETF | $63,180 | 0.0% | +0% | — |
| 88 | — | ISHARES CORE S&P 500 ETF | $62,055 | 0.0% | +0% | — |
| 89 | — | ISHARES MSCI UNITED KINGDOM SMALL CAP ETF | $60,547 | 0.0% | +0% | — |
| 90 | — | VANGUARD SMALL-CAP GROWTH ETF | $60,450 | 0.0% | +0% | — |
| 91 |  $INCY | INCYTE CORP | $57,413 | 0.0% | +0% | 81.2 |
| 92 | — | ISHARES 0-5 YEAR TIPS BOND ETF | $53,784 | 0.0% | +0% | — |
| 93 |  $DHR | DANAHER CORP /DE/ | $52,630 | 0.0% | +0% | 63.9 |
| 94 | — | ISHARES MSCI UNITED KINGDOM ETF | $52,394 | 0.0% | +0% | — |
| 95 | — | ISHARES MSCI EAFE GROWTH ETF | $46,998 | 0.0% | +0% | — |
| 96 | — | ISHARES MSCI INDIA ETF | $44,873 | 0.0% | +0% | — |
| 97 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $44,870 | 0.0% | +0% | 66.5 |
| 98 |  $IVZ | Invesco Ltd. | $42,059 | 0.0% | +0% | — |
| 99 |  $WFC | WELLS FARGO & COMPANY/MN | $41,477 | 0.0% | +0% | — |
| 100 | — | ISHARES BIOTECHNOLOGY ETF | $41,368 | 0.0% | +0% | — |
| 101 | — | ISHARES GLOBAL COMM SERVICES ETF | $40,201 | 0.0% | +0% | — |
| 102 | — | ISHARES CORE S&P SMALL CAP ETF | $36,050 | 0.0% | +0% | — |
| 103 | — | ISHARES PREFERRED & INCOME SECURITIES ETF | $34,656 | 0.0% | +0% | — |
| 104 |  $ABBV | AbbVie Inc. | $31,971 | 0.0% | +0% | 59.3 |
| 105 | — | ISHARES CORE U.S. AGGREGATE BOND ETF | $29,980 | 0.0% | +0% | — |
| 106 |  $EMN | EASTMAN CHEMICAL CO | $29,938 | 0.0% | +0% | 49.4 |
| 107 |  $DUK | Duke Energy CORP | $29,068 | 0.0% | +0% | 64 |
| 108 |  $CARR | CARRIER GLOBAL Corp | $27,930 | 0.0% | +0% | 61.5 |
| 109 |  $V | VISA INC. | $25,388 | 0.0% | +0% | 83.5 |
| 110 | — | ISHARES RUSSELL 2000 ETF | $24,800 | 0.0% | +0% | — |
| 111 | — | VANGUARD ESG INTERNATIONAL STOCK ETF | $23,958 | 0.0% | +0% | — |
| 112 |  $DOV | DOVER Corp | $22,961 | 0.0% | +0% | 63.1 |
| 113 |  $LH | LABCORP HOLDINGS INC. | $21,345 | 0.0% | +0% | 54.8 |
| 114 |  $TM | TOYOTA MOTOR CORP/ | $20,609 | 0.0% | +0% | — |
| 115 | — | VANGUARD CONSUMER STAPLES ETF | $20,438 | 0.0% | +0% | — |
| 116 |  $DGX | QUEST DIAGNOSTICS INC | $19,598 | 0.0% | +0% | 69.1 |
| 117 |  $CSCO | CISCO SYSTEMS, INC. | $18,233 | 0.0% | +262% | 72.3 |
| 118 |  $BBY | BEST BUY CO INC | $17,854 | 0.0% | +0% | 51.5 |
| 119 |  $OTIS | Otis Worldwide Corp | $17,728 | 0.0% | +0% | 60.3 |
| 120 |  $MMM | 3M CO | $16,991 | 0.0% | +0% | 60.7 |
| 121 |  $PEP | PEPSICO INC | $16,305 | 0.0% | +0% | 62.7 |
| 122 | — | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $15,223 | 0.0% | +0% | — |
| 123 | — | INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $14,985 | 0.0% | +0% | — |
| 124 |  $GWRE | Guidewire Software, Inc. | $14,806 | 0.0% | +0% | 66.2 |
| 125 |  $SLB | SLB LIMITED/NV | $14,472 | 0.0% | +0% | 63.2 |
| 126 |  $MDGL | MADRIGAL PHARMACEUTICALS, INC. | $14,134 | 0.0% | +0% | 25.4 |
| 127 |  $MORN | Morningstar, Inc. | $14,031 | 0.0% | +0% | 71 |
| 128 |  $USB | US BANCORP DE | $13,815 | 0.0% | +0% | 71.4 |
| 129 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $12,485 | 0.0% | +0% | 70.9 |
| 130 |  $PSX | Phillips 66 | $12,206 | 0.0% | +0% | 47.6 |
| 131 |  $BX | Blackstone Inc. | $11,499 | 0.0% | +0% | 68 |
| 132 |  $ORCL | ORACLE CORP | $11,033 | 0.0% | +0% | 67.2 |
| 133 |  $XOM | EXXON MOBIL CORP | $10,350 | 0.0% | +0% | 61.8 |
| 134 | — | ISHARES U.S. INDUSTRIALS ETF | $10,328 | 0.0% | +0% | — |
| 135 |  $BCX | BlackRock Resources & Commodities Strategy Trust | $10,218 | 0.0% | +0% | — |
| 136 |  $VZ | VERIZON COMMUNICATIONS INC | $10,040 | 0.0% | +0% | 71.6 |
| 137 |  $COKE | Coca-Cola Consolidated, Inc. | $9,587 | 0.0% | +0% | 65.1 |
| 138 |  $AVGO | Broadcom Inc. | $9,285 | 0.0% | +0% | 86.4 |
| 139 |  $LMT | LOCKHEED MARTIN CORP | $9,066 | 0.0% | +0% | 65 |
| 140 |  $__PARK_1390777 | Bank of New York Mellon Corp | $8,423 | 0.0% | +0% | 36.7 |
| 141 |  $VLTO | Veralto Corp | $8,147 | 0.0% | +0% | 74.4 |
| 142 |  $LUNR | Intuitive Machines, Inc. | $7,424 | 0.0% | +0% | 39.2 |
| 143 |  $INTC | INTEL CORP | $7,281 | 0.0% | +0% | 41.5 |
| 144 | — | VANGUARD ENERGY ETF | $7,095 | 0.0% | +0% | — |
| 145 |  $SOLS | Solstice Advanced Materials Inc. | $6,931 | 0.0% | +0% | — |
| 146 |  $NVS | NOVARTIS AG | $6,874 | 0.0% | +0% | — |
| 147 |  $ADP | AUTOMATIC DATA PROCESSING INC | $6,761 | 0.0% | +0% | 77.9 |
| 148 |  $MRK | Merck & Co., Inc. | $6,178 | 0.0% | +0% | 70.9 |
| 149 |  $COP | CONOCOPHILLIPS | $6,072 | 0.0% | +0% | 74.8 |
| 150 |  $WM | WASTE MANAGEMENT INC | $5,975 | 0.0% | +0% | 70.7 |
| 151 | — | ISHARES MSCI GERMANY ETF | $5,911 | 0.0% | +0% | — |
| 152 |  $UAL | United Airlines Holdings, Inc. | $5,892 | 0.0% | +0% | 61.3 |
| 153 | — | VANGUARD CONSUMER DISCRETIONARY ETF | $5,744 | 0.0% | +0% | — |
| 154 |  $UNH | UNITEDHEALTH GROUP INC | $5,683 | 0.0% | +0% | 66.8 |
| 155 |  $UTL | UNITIL CORP | $5,537 | 0.0% | +0% | 49.1 |
| 156 |  $ITW | ILLINOIS TOOL WORKS INC | $4,976 | 0.0% | +0% | 71.2 |
| 157 |  $RKT | Rocket Companies, Inc. | $4,959 | 0.0% | +0% | — |
| 158 | — | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $4,933 | 0.0% | +0% | — |
| 159 |  $AMGN | AMGEN INC | $4,925 | 0.0% | +0% | 79.5 |
| 160 | $DOV | DOVER Corp | $4,794 | 0.0% | +0% | 63.1 |
| 161 |  $MDLZ | Mondelez International, Inc. | $4,651 | 0.0% | +0% | 53.9 |
| 162 |  $EMR | EMERSON ELECTRIC CO | $4,586 | 0.0% | +0% | 65.9 |
| 163 |  $MTB | M&T BANK CORP | $4,548 | 0.0% | +0% | 64.1 |
| 164 |  $PFE | PFIZER INC | $4,493 | 0.0% | +0% | 69 |
| 165 | — | ISHARES MSCI EAFE ETF | $4,079 | 0.0% | +0% | — |
| 166 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $4,063 | 0.0% | +0% | 75.4 |
| 167 |  $MET | METLIFE INC | $4,031 | 0.0% | +0% | 73.9 |
| 168 | — | ISHARES RUSSELL 2000 VALUE ETF | $3,602 | 0.0% | +0% | — |
| 169 |  $DG | DOLLAR GENERAL CORP | $3,562 | 0.0% | +0% | 60.4 |
| 170 |  $BCRX | BIOCRYST PHARMACEUTICALS INC | $3,522 | 0.0% | +0% | 37.2 |
| 171 |  $INTU | INTUIT INC. | $3,459 | 0.0% | +0% | 82 |
| 172 |  $RL | RALPH LAUREN CORP | $3,449 | 0.0% | +0% | 76.6 |
| 173 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $3,296 | 0.0% | +0% | 71.5 |
| 174 |  $TGT | TARGET CORP | $2,909 | 0.0% | +0% | 53.1 |
| 175 |  $RKLB | Rocket Lab Corp | $2,890 | 0.0% | +0% | 37.2 |
| 176 |  $CCI | CROWN CASTLE INC. | $2,846 | 0.0% | +0% | 52.9 |
| 177 |  $GPC | GENUINE PARTS CO | $2,777 | 0.0% | +0% | 54.2 |
| 178 |  $D | DOMINION ENERGY, INC | $2,720 | 0.0% | +0% | 74.9 |
| 179 |  $EQT | EQT Corp | $2,227 | 0.0% | +0% | 83.3 |
| 180 |  $ECG | Everus Construction Group, Inc. | $2,125 | 0.0% | +0% | 67 |
| 181 |  $REZI | RESIDEO TECHNOLOGIES, INC. | $2,124 | 0.0% | +0% | 40.1 |
| 182 |  $FXF | Invesco CurrencyShares Swiss Franc Trust | $2,098 | 0.0% | +0% | — |
| 183 |  $NKE | NIKE, Inc. | $2,076 | 0.0% | +0% | 53.4 |
| 184 |  $UPS | UNITED PARCEL SERVICE INC | $2,066 | 0.0% | +0% | 58.2 |
| 185 |  $ALXO | ALX ONCOLOGY HOLDINGS INC | $2,005 | 0.0% | +0% | — |
| 186 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $1,975 | 0.0% | +0% | 47.2 |
| 187 | — | VANGUARD FTSE EMERGING MARKETS ETF | $1,946 | 0.0% | +0% | — |
| 188 |  $FXY | Invesco CurrencyShares Japanese Yen Trust | $1,910 | 0.0% | +0% | — |
| 189 |  $SOLV | Solventum Corp | $1,894 | 0.0% | +0% | 55.7 |
| 190 |  $MDU | MDU RESOURCES GROUP INC | $1,565 | 0.0% | +0% | 31.6 |
| 191 |  $WHR | WHIRLPOOL CORP /DE/ | $1,564 | 0.0% | +0% | 40.6 |
| 192 | — | ISHARES CORE DIVIDEND GROWTH ETF | $1,404 | 0.0% | +0% | — |
| 193 |  $NOK | NOKIA CORP | $1,206 | 0.0% | +0% | — |
| 194 |  $XYZ | Block, Inc. | $1,204 | 0.0% | +0% | 60.3 |
| 195 | — | VANGUARD S&P MID-CAP 400 ETF | $1,143 | 0.0% | +0% | — |
| 196 |  $T | AT&T INC. | $1,073 | 0.0% | +0% | 71.9 |
| 197 |  $ABT | ABBOTT LABORATORIES | $1,026 | 0.0% | +0% | 67 |
| 198 |  $KD | Kyndryl Holdings, Inc. | $1,023 | 0.0% | +0% | 46 |
| 199 |  $SJM | J M SMUCKER Co | $964 | 0.0% | +0% | 46.4 |
| 200 |  $UA | Under Armour, Inc. | $805 | 0.0% | +0% | 40.5 |
| 201 |  $RIVN | Rivian Automotive, Inc. / DE | $768 | 0.0% | +0% | 36 |
| 202 |  $SPHR | Sphere Entertainment Co. | $704 | 0.0% | +0% | 50.3 |
| 203 |  $GTX | Garrett Motion Inc. | $690 | 0.0% | +0% | 59.6 |
| 204 |  $F | FORD MOTOR CO | $577 | 0.0% | +0% | 58.5 |
| 205 | — | ISHARES TIPS BOND ETF | $552 | 0.0% | +0% | — |
| 206 |  $GM | General Motors Co | $447 | 0.0% | +0% | 58.7 |
| 207 |  $GTLB | Gitlab Inc. | $433 | 0.0% | +0% | 54.1 |
| 208 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $339 | 0.0% | +0% | — |
| 209 |  $SAIC | Science Applications International Corp | $285 | 0.0% | +0% | 55.3 |
| 210 |  $GE | GENERAL ELECTRIC CO | $284 | 0.0% | +0% | 74.8 |
| 211 |  $VTRS | Viatris Inc | $257 | 0.0% | +0% | 47.1 |
| 212 |  $COIN | Coinbase Global, Inc. | $174 | 0.0% | NEW | 68 |
| 213 |  $QS | QuantumScape Corp | $64 | 0.0% | +0% | — |
| 214 |  $NIO | NIO Inc. | $54 | 0.0% | +0% | — |
| 215 | — | NEOS S&P 500 HIGH INCOME ETF | $49 | 0.0% | +0% | — |
New Positions (13)
$KBR KBR, INC.$267,506 VANGUARD VALUE ETF$190,118
ISHARES COPPER AND METALS MINING ETF$118,848
GLOBAL X COPPER MINERS ETF$108,035
ISHARES IBONDS OCT 2026 TERM TIPS ETF$95,067
$MPWR MONOLITHIC POWER SYSTEMS INC$93,105$LLY ELI LILLY & Co$89,218$PODD INSULET CORP$81,838$BE Bloom Energy Corp$81,294$MELI MERCADOLIBRE INC$81,264$RGTI Rigetti Computing, Inc.$77,683$IONQ IonQ, Inc.$75,477$COIN Coinbase Global, Inc.$174Exited Positions (14)
CALL WALMART INC COM
CALL APPLE INC COM
CALL AMERICAN EXPRESS CO COM
CALL JPMORGAN CHASE & CO. COM
$GOOGCALL Alphabet Inc.CALL MICROSOFT CORP COM
CALL AMAZON COM INC COM
CALL COSTCO WHOLESALE CORPORATION COM
CALL NVIDIA CORPORATION COM
$PLTRCALL Palantir Technologies Inc.CALL ORACLE CORP COM
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF
$EXK ENDEAVOUR SILVER CORPBrowse Top Institutional Investors
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