Lifeworks Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1882132
Institutional-grade research for retail investors
13F Reported Value
ⓘ$779.4M
incl. option notional
Equity Holdings
ⓘ$779.2M
Option Notional
ⓘ$205,725
$205,725 puts / $0 calls
Holdings
297
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Lifeworks Advisors, LLC disclosed 297 positions worth $779.4M in its Form 13F-HR for Q1 2026 — $779.2M in common stock plus $205,725 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 17 new positions and exited 25 — including a new stake in $GSG. The portfolio is most concentrated in Other (38.0% of disclosed assets). All figures are sourced directly from Lifeworks Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1882132.
AI Fund Analysis
StableSPDR INDEX SHS FDS
6.8% weight
Held 9 quarters
ISHARES TR
3.4% weight
Held 9 quarters
ISHARES TR
2.6% weight
Held 9 quarters
$IAU2.4% weight
Held 9 quarters
VANGUARD CHARLOTTE FDS
2.3% weight
Held 9 quarters
SPDR INDEX SHS FDS
8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
VANGUARD CHARLOTTE FDS
8 quarters accumulating
$HPQ8 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsFinancialsHealthcareConsumer Staples
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.
$AMZNPUT$206K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR INDEX SHS FDS
—Quality
$53.1M1,163,737 shISHARES TR
—Quality
$26.1M1,138,418 shISHARES TR
—Quality
$20.4M186,982 sh- —
Quality
$18.4M208,507 sh VANGUARD CHARLOTTE FDS
—Quality
$17.8M370,227 shISHARES TR
—Quality
$17.7M186,396 shVANGUARD MALVERN FDS
—Quality
$15.4M308,937 sh- —
Quality
$14.1M32,836 sh FIDELITY COVINGTON TRUST
—Quality
$11.8M56,848 sh- 76.0
Quality
$11.0M66,915 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR INDEX SHS FDS | — | $53.1M | 1,163,737 |
| ISHARES TR | — | $26.1M | 1,138,418 |
| ISHARES TR | — | $20.4M | 186,982 |
| ISHARES GOLD TRUST$IAU | — | $18.4M | 208,507 |
| VANGUARD CHARLOTTE FDS | — | $17.8M | 370,227 |
| ISHARES TR | — | $17.7M | 186,396 |
| VANGUARD MALVERN FDS | — | $15.4M | 308,937 |
 SPDR GOLD TRUST$GLD | — | $14.1M | 32,836 |
| FIDELITY COVINGTON TRUST | — | $11.8M | 56,848 |
 Dell Technologies Inc.$DELL | 76.0 | $11.0M | 66,915 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lifeworks Advisors, LLC's 297 positions.
Showing top 10 of 297 holdings.
Sector Allocation
Other
$295.7M
Technology
$137.4M
Industrials
$87.1M
Financials
$87.0M
Healthcare
$66.2M
Consumer Staples
$28.5M
Materials
$26.5M
Utilities
$21.4M
Full Holdings — Lifeworks Advisors, LLC (Q1 2026)
All 297 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 | — | SPDR INDEX SHS FDS | $53.1M | 6.8% | +2% | — |
| 2 | — | ISHARES TR | $26.1M | 3.4% | +2% | — |
| 3 | — | ISHARES TR | $20.4M | 2.6% | +1% | — |
| 4 | $IAU | ISHARES GOLD TRUST | $18.4M | 2.4% | -9% | — |
| 5 | — | VANGUARD CHARLOTTE FDS | $17.8M | 2.3% | +3% | — |
| 6 | — | ISHARES TR | $17.7M | 2.3% | -1% | — |
| 7 | — | VANGUARD MALVERN FDS | $15.4M | 2.0% | -0% | — |
| 8 | $GLD | SPDR GOLD TRUST | $14.1M | 1.8% | +24% | — |
| 9 | — | FIDELITY COVINGTON TRUST | $11.8M | 1.5% | +10% | — |
| 10 | $DELL | Dell Technologies Inc. | $11.0M | 1.4% | +22% | 76 |
| 11 |  $GSG | iShares S&P GSCI Commodity-Indexed Trust | $10.9M | 1.4% | NEW | — |
| 12 |  $STX | Seagate Technology Holdings plc | $10.9M | 1.4% | -23% | — |
| 13 |  $GILD | GILEAD SCIENCES, INC. | $10.3M | 1.3% | +5% | 77.8 |
| 14 | — | FIDELITY COVINGTON TRUST | $9.7M | 1.3% | +0% | — |
| 15 |  $AAPL | Apple Inc. | $9.3M | 1.2% | +9% | 76.1 |
| 16 |  $MO | ALTRIA GROUP, INC. | $9.1M | 1.2% | -2% | 72.1 |
| 17 |  $JNJ | JOHNSON & JOHNSON | $9.0M | 1.2% | +1% | 72.8 |
| 18 |  $MSFT | MICROSOFT CORP | $8.8M | 1.1% | +27% | 83.7 |
| 19 |  $ABBV | AbbVie Inc. | $8.6M | 1.1% | +7% | 59.3 |
| 20 |  $JBL | JABIL INC | $8.6M | 1.1% | -8% | 51.9 |
| 21 |  $MRK | Merck & Co., Inc. | $8.1M | 1.0% | -4% | 70.9 |
| 22 |  $PCAR | PACCAR INC | $8.0M | 1.0% | -8% | 56.5 |
| 23 |  $SO | SOUTHERN CO | $7.9M | 1.0% | +20% | 65.1 |
| 24 |  $GLW | CORNING INC /NY | $7.9M | 1.0% | -3% | 72.7 |
| 25 |  $IBIT | iShares Bitcoin Trust ETF | $7.9M | 1.0% | +23% | — |
| 26 |  $PFE | PFIZER INC | $7.8M | 1.0% | -4% | 69 |
| 27 |  $ORCL | ORACLE CORP | $7.7M | 1.0% | +73% | 67.2 |
| 28 |  $OUNZ | VanEck Merk Gold ETF | $7.5M | 1.0% | -10% | — |
| 29 |  $CSCO | CISCO SYSTEMS, INC. | $7.5M | 1.0% | -4% | 72.3 |
| 30 |  $HPE | Hewlett Packard Enterprise Co | $7.4M | 0.9% | +25% | 52.5 |
| 31 |  $SPY | SPDR S&P 500 ETF TRUST | $7.0M | 0.9% | +1% | — |
| 32 |  $EBAY | EBAY INC | $7.0M | 0.9% | +14% | 69.3 |
| 33 |  $CAT | CATERPILLAR INC | $6.7M | 0.9% | -11% | 67.8 |
| 34 | — | FIDELITY COVINGTON TRUST | $6.6M | 0.8% | -16% | — |
| 35 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $6.5M | 0.8% | +40% | 69.5 |
| 36 |  $QCOM | QUALCOMM INC/DE | $6.4M | 0.8% | +18% | 81.9 |
| 37 |  $CLX | CLOROX CO /DE/ | $6.3M | 0.8% | +14% | 63.5 |
| 38 |  $CMI | CUMMINS INC | $6.3M | 0.8% | -1% | 58.9 |
| 39 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $6.3M | 0.8% | +4% | 66.7 |
| 40 |  $LIN | LINDE PLC | $6.1M | 0.8% | +10% | — |
| 41 |  $KEYS | Keysight Technologies, Inc. | $6.1M | 0.8% | -3% | 72.3 |
| 42 |  $CPB | CAMPBELL'S Co | $6.1M | 0.8% | +16% | 54.5 |
| 43 |  $DE | DEERE & CO | $6.0M | 0.8% | -12% | 57.4 |
| 44 |  $KR | KROGER CO | $6.0M | 0.8% | +526% | 51.1 |
| 45 |  $GRMN | GARMIN LTD | $5.9M | 0.8% | +17% | — |
| 46 | — | ISHARES TR | $5.8M | 0.7% | -22% | — |
| 47 |  $FFIV | F5, INC. | $5.7M | 0.7% | +32% | 70 |
| 48 |  $RSG | REPUBLIC SERVICES, INC. | $5.7M | 0.7% | -6% | 72 |
| 49 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $5.6M | 0.7% | -13% | 70.8 |
| 50 | — | ISHARES TR | $5.4M | 0.7% | +5% | — |
| 51 |  $RTX | RTX Corp | $5.3M | 0.7% | +258% | 70 |
| 52 | — | SPDR SERIES TRUST | $5.2M | 0.7% | -0% | — |
| 53 |  $ITW | ILLINOIS TOOL WORKS INC | $5.2M | 0.7% | -11% | 71.2 |
| 54 |  $NTAP | NetApp, Inc. | $5.2M | 0.7% | +24% | 75 |
| 55 |  $HON | HONEYWELL INTERNATIONAL INC | $5.0M | 0.6% | +10% | 65.7 |
| 56 |  $L | LOEWS CORP | $4.8M | 0.6% | NEW | 75.2 |
| 57 |  $EVRG | Evergy, Inc. | $4.8M | 0.6% | +8% | 56.2 |
| 58 | $HPQ | HP INC | $4.8M | 0.6% | +50% | 58.9 |
| 59 | — | SPDR SERIES TRUST | $4.5M | 0.6% | -7% | — |
| 60 |  $GEN | Gen Digital Inc. | $4.4M | 0.6% | +16% | 67.7 |
| 61 |  $MDT | Medtronic plc | $4.4M | 0.6% | +8% | — |
| 62 |  $V | VISA INC. | $4.3M | 0.6% | +294% | 83.5 |
| 63 |  $AMZN | AMAZON COM INC | $4.3M | 0.6% | -1% | 74.6 |
| 64 | — | EA SERIES TRUST | $4.2M | 0.5% | -4% | — |
| 65 |  $ABT | ABBOTT LABORATORIES | $4.2M | 0.5% | +41% | 67 |
| 66 |  $PNR | PENTAIR plc | $4.0M | 0.5% | +17% | — |
| 67 |  $OTIS | Otis Worldwide Corp | $4.0M | 0.5% | +3% | 60.3 |
| 68 |  $NVDA | NVIDIA CORP | $3.9M | 0.5% | -3% | 90.2 |
| 69 |  $AMCR | Amcor plc | $3.8M | 0.5% | -83% | — |
| 70 |  $TJX | TJX COMPANIES INC /DE/ | $3.8M | 0.5% | +401% | 70.7 |
| 71 |  $ADP | AUTOMATIC DATA PROCESSING INC | $3.6M | 0.5% | +26% | 77.9 |
| 72 | — | FIDELITY COVINGTON TRUST | $3.5M | 0.5% | -14% | — |
| 73 |  $IVZ | Invesco Ltd. | $3.5M | 0.5% | -0% | — |
| 74 | — | ISHARES TR | $3.3M | 0.4% | +19% | — |
| 75 |  $VTRS | Viatris Inc | $3.0M | 0.4% | -67% | 47.1 |
| 76 | — | ISHARES TR | $2.9M | 0.4% | +30% | — |
| 77 | — | VANGUARD INTL EQUITY INDEX F | $2.9M | 0.4% | -39% | — |
| 78 |  $VRSN | VERISIGN INC/CA | $2.8M | 0.3% | NEW | 71.6 |
| 79 |  $LYB | LyondellBasell Industries N.V. | $2.7M | 0.3% | -68% | — |
| 80 | — | VANGUARD INDEX FDS | $2.7M | 0.3% | -18% | — |
| 81 | — | ISHARES INC | $2.6M | 0.3% | +35% | — |
| 82 | — | SCHWAB STRATEGIC TR | $2.6M | 0.3% | -11% | — |
| 83 |  $MSI | Motorola Solutions, Inc. | $2.6M | 0.3% | -49% | 73.8 |
| 84 |  $GOOG | Alphabet Inc. | $2.6M | 0.3% | +63% | 80.2 |
| 85 | — | ISHARES TR | $2.5M | 0.3% | -21% | — |
| 86 | — | FIDELITY COVINGTON TRUST | $2.4M | 0.3% | +7% | — |
| 87 | — | FIDELITY COVINGTON TRUST | $2.3M | 0.3% | +21% | — |
| 88 | — | FIDELITY COVINGTON TRUST | $2.2M | 0.3% | -13% | — |
| 89 |  $WMT | Walmart Inc. | $2.2M | 0.3% | -25% | 63.2 |
| 90 | — | FIDELITY COVINGTON TRUST | $2.0M | 0.3% | +10% | — |
| 91 |  $XOM | EXXON MOBIL CORP | $1.9M | 0.2% | +2% | 61.8 |
| 92 |  $GDDY | GoDaddy Inc. | $1.9M | 0.2% | -56% | 72.4 |
| 93 | — | VANGUARD INDEX FDS | $1.9M | 0.2% | +2% | — |
| 94 |  $TSLA | Tesla, Inc. | $1.8M | 0.2% | +22% | 50.1 |
| 95 |  $LLY | ELI LILLY & Co | $1.7M | 0.2% | -8% | 89.3 |
| 96 | — | SPDR SERIES TRUST | $1.7M | 0.2% | -4% | — |
| 97 |  $AMAT | APPLIED MATERIALS INC /DE | $1.7M | 0.2% | +19% | 74.8 |
| 98 | — | VANGUARD INDEX FDS | $1.7M | 0.2% | -13% | — |
| 99 | — | SPDR SERIES TRUST | $1.6M | 0.2% | -0% | — |
| 100 | — | SPDR SERIES TRUST | $1.6M | 0.2% | -10% | — |
| 101 |  $META | Meta Platforms, Inc. | $1.6M | 0.2% | +0% | 80.9 |
| 102 |  $CARR | CARRIER GLOBAL Corp | $1.6M | 0.2% | -64% | 61.5 |
| 103 |  $NFLX | NETFLIX INC | $1.5M | 0.2% | +50% | 86.7 |
| 104 |  $CTVA | Corteva, Inc. | $1.5M | 0.2% | -2% | 48.4 |
| 105 |  $ETN | Eaton Corp plc | $1.5M | 0.2% | -57% | — |
| 106 | — | DIMENSIONAL ETF TRUST | $1.5M | 0.2% | +0% | — |
| 107 |  $GEV | GE Vernova Inc. | $1.4M | 0.2% | -4% | 70.1 |
| 108 | — | VANGUARD INDEX FDS | $1.4M | 0.2% | -16% | — |
| 109 | — | BLACKROCK ETF TRUST | $1.4M | 0.2% | -6% | — |
| 110 | — | ISHARES TR | $1.4M | 0.2% | +3% | — |
| 111 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.3M | 0.2% | +3% | 76.6 |
| 112 | — | ISHARES TR | $1.3M | 0.2% | -8% | — |
| 113 |  $ISRG | INTUITIVE SURGICAL INC | $1.3M | 0.2% | -1% | 81.4 |
| 114 | — | SPDR INDEX SHS FDS | $1.3M | 0.2% | -6% | — |
| 115 | — | SPDR SERIES TRUST | $1.3M | 0.2% | +10% | — |
| 116 |  $AVGO | Broadcom Inc. | $1.2M | 0.2% | -7% | 86.4 |
| 117 | — | ISHARES TR | $1.2M | 0.2% | -8% | — |
| 118 | — | ISHARES INC | $1.1M | 0.1% | -14% | — |
| 119 |  $KLAC | KLA CORP | $1.1M | 0.1% | -24% | 84.4 |
| 120 |  $AXP | AMERICAN EXPRESS CO | $1.1M | 0.1% | +39% | 73.2 |
| 121 |  $HD | HOME DEPOT, INC. | $1.1M | 0.1% | -1% | 69.2 |
| 122 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.1% | +1% | 35.6 |
| 123 | — | SPDR SERIES TRUST | $1.1M | 0.1% | -0% | — |
| 124 |  $UBER | Uber Technologies, Inc | $1.1M | 0.1% | +9% | 79.3 |
| 125 |  $EA | ELECTRONIC ARTS INC. | $1.0M | 0.1% | NEW | 71.1 |
| 126 |  $KO | COCA COLA CO | $1.0M | 0.1% | -1% | 74 |
| 127 |  $PEP | PEPSICO INC | $992,341 | 0.1% | +8% | 62.7 |
| 128 |  $PG | PROCTER & GAMBLE Co | $989,046 | 0.1% | +2% | 72.9 |
| 129 |  $BA | BOEING CO | $972,213 | 0.1% | +140% | 51.8 |
| 130 |  $MU | MICRON TECHNOLOGY INC | $962,844 | 0.1% | -43% | 88.4 |
| 131 |  $INCY | INCYTE CORP | $947,105 | 0.1% | +22% | 81.2 |
| 132 |  $SGOL | abrdn Gold ETF Trust | $946,113 | 0.1% | -64% | — |
| 133 | — | ISHARES TR | $933,546 | 0.1% | +4% | — |
| 134 |  $COST | COSTCO WHOLESALE CORP /NEW | $927,586 | 0.1% | +1% | 67 |
| 135 | — | ISHARES TR | $920,362 | 0.1% | +157% | — |
| 136 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $912,898 | 0.1% | -76% | — |
| 137 | — | SPDR SERIES TRUST | $902,635 | 0.1% | +9% | — |
| 138 |  $LMT | LOCKHEED MARTIN CORP | $894,761 | 0.1% | -2% | 65 |
| 139 | — | ISHARES TR | $844,569 | 0.1% | -20% | — |
| 140 |  $AMGN | AMGEN INC | $834,723 | 0.1% | -2% | 79.5 |
| 141 |  $APP | AppLovin Corp | $829,724 | 0.1% | +42% | 86.8 |
| 142 |  $CRWD | CrowdStrike Holdings, Inc. | $819,075 | 0.1% | -3% | 55 |
| 143 |  $BRK.B | BERKSHIRE HATHAWAY INC | $811,286 | 0.1% | +2% | 64.5 |
| 144 | — | VANGUARD BD INDEX FDS | $809,527 | 0.1% | +10% | — |
| 145 |  $EG | EVEREST GROUP, LTD. | $802,617 | 0.1% | +3% | — |
| 146 |  $DGX | QUEST DIAGNOSTICS INC | $787,830 | 0.1% | -6% | 69.1 |
| 147 |  $CF | CF Industries Holdings, Inc. | $783,710 | 0.1% | -5% | 76.8 |
| 148 |  $VZ | VERIZON COMMUNICATIONS INC | $779,984 | 0.1% | -7% | 71.6 |
| 149 |  $XEL | XCEL ENERGY INC | $771,771 | 0.1% | +110% | — |
| 150 | — | VANGUARD INDEX FDS | $771,495 | 0.1% | +20% | — |
| 151 |  $HWM | Howmet Aerospace Inc. | $749,679 | 0.1% | -3% | 79.1 |
| 152 |  $DLTR | DOLLAR TREE, INC. | $746,753 | 0.1% | -13% | 53.2 |
| 153 | — | ISHARES TR | $741,969 | 0.1% | -13% | — |
| 154 |  $MSTR | Strategy Inc | $738,957 | 0.1% | +2% | 25.4 |
| 155 | — | DIMENSIONAL ETF TRUST | $726,636 | 0.1% | -5% | — |
| 156 |  $GE | GENERAL ELECTRIC CO | $725,841 | 0.1% | +8% | 74.8 |
| 157 | — | SPDR SERIES TRUST | $720,113 | 0.1% | -0% | — |
| 158 |  $AMD | ADVANCED MICRO DEVICES INC | $700,928 | 0.1% | NEW | 78.8 |
| 159 | — | ISHARES TR | $700,502 | 0.1% | +30% | — |
| 160 | — | VANGUARD INDEX FDS | $694,478 | 0.1% | -25% | — |
| 161 | — | VANGUARD SCOTTSDALE FDS | $677,754 | 0.1% | -22% | — |
| 162 |  $CCZ | COMCAST CORP | $670,076 | 0.1% | +19% | 70.4 |
| 163 | — | BLACKROCK ETF TRUST | $661,504 | 0.1% | +9% | — |
| 164 |  $MPC | Marathon Petroleum Corp | $658,283 | 0.1% | +9% | 50.7 |
| 165 |  $BIIB | BIOGEN INC. | $635,232 | 0.1% | -12% | 65.6 |
| 166 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $629,285 | 0.1% | +0% | 76.3 |
| 167 |  $CL | COLGATE PALMOLIVE CO | $619,687 | 0.1% | -17% | 72.4 |
| 168 |  $VLO | VALERO ENERGY CORP/TX | $616,425 | 0.1% | +2% | 51.4 |
| 169 |  $TRV | TRAVELERS COMPANIES, INC. | $613,151 | 0.1% | +1% | 71.5 |
| 170 | — | SPDR SERIES TRUST | $610,812 | 0.1% | -21% | — |
| 171 |  $DIS | Walt Disney Co | $610,162 | 0.1% | +0% | 68.9 |
| 172 | — | SCHWAB STRATEGIC TR | $609,244 | 0.1% | -58% | — |
| 173 |  $HOOD | Robinhood Markets, Inc. | $608,301 | 0.1% | +59% | 75.8 |
| 174 |  $ADSK | Autodesk, Inc. | $603,025 | 0.1% | +29% | 76.4 |
| 175 |  $HRL | HORMEL FOODS CORP /DE/ | $602,731 | 0.1% | NEW | 58.4 |
| 176 |  $TXN | TEXAS INSTRUMENTS INC | $599,631 | 0.1% | -13% | 70.4 |
| 177 |  $MCD | MCDONALDS CORP | $591,615 | 0.1% | -2% | 73.9 |
| 178 | — | SPDR SERIES TRUST | $581,848 | 0.1% | -68% | — |
| 179 |  $CVX | CHEVRON CORP | $573,554 | 0.1% | +5% | 54.7 |
| 180 |  $TER | TERADYNE, INC | $570,075 | 0.1% | +0% | 74.6 |
| 181 | — | VANGUARD MUN BD FDS | $568,777 | 0.1% | -10% | — |
| 182 |  $ELV | Elevance Health, Inc. | $559,726 | 0.1% | +18% | 59.4 |
| 183 |  $GIS | GENERAL MILLS INC | $557,505 | 0.1% | +11% | 64.1 |
| 184 |  $TRMB | TRIMBLE INC. | $554,614 | 0.1% | +14% | 52.1 |
| 185 |  $DRI | DARDEN RESTAURANTS INC | $552,449 | 0.1% | -3% | 68.6 |
| 186 |  $ED | CONSOLIDATED EDISON INC | $550,093 | 0.1% | -12% | 71.6 |
| 187 |  $KMB | KIMBERLY CLARK CORP | $547,690 | 0.1% | +26% | 61.7 |
| 188 |  $UNH | UNITEDHEALTH GROUP INC | $545,900 | 0.1% | +17% | 66.8 |
| 189 | — | PROSHARES TR | $540,762 | 0.1% | +6% | — |
| 190 |  $BSX | BOSTON SCIENTIFIC CORP | $523,460 | 0.1% | -2% | 79.9 |
| 191 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $520,828 | 0.1% | +10% | 74.4 |
| 192 | — | VANGUARD TAX-MANAGED FDS | $520,287 | 0.1% | +14% | — |
| 193 |  $PKG | PACKAGING CORP OF AMERICA | $520,062 | 0.1% | +1% | 70 |
| 194 |  $AXON | AXON ENTERPRISE, INC. | $519,637 | 0.1% | -6% | 55.6 |
| 195 | — | SELECT SECTOR SPDR TR | $506,498 | 0.1% | -13% | — |
| 196 |  $PM | Philip Morris International Inc. | $503,229 | 0.1% | -2% | 80.5 |
| 197 |  $JCI | Johnson Controls International plc | $497,872 | 0.1% | NEW | — |
| 198 |  $GOOGL | Alphabet Inc. | $497,542 | 0.1% | +22% | 80.2 |
| 199 | — | BLACKROCK ETF TRUST | $482,269 | 0.1% | -3% | — |
| 200 |  $CME | CME GROUP INC. | $480,935 | 0.1% | +1% | 74.5 |
| 201 |  $FOX | Fox Corp | $479,184 | 0.1% | +1% | 65.1 |
| 202 | — | FIRST TR EXCHNG TRADED FD VI | $478,285 | 0.1% | +0% | — |
| 203 | — | FIDELITY COVINGTON TRUST | $477,308 | 0.1% | -18% | — |
| 204 | — | EA SERIES TRUST | $465,745 | 0.1% | -44% | — |
| 205 |  $T | AT&T INC. | $458,308 | 0.1% | +11% | 71.9 |
| 206 | — | VANGUARD INDEX FDS | $458,267 | 0.1% | +2% | — |
| 207 | — | SPDR SERIES TRUST | $448,837 | 0.1% | +0% | — |
| 208 | — | ISHARES TR | $436,540 | 0.1% | -34% | — |
| 209 | — | SPDR SERIES TRUST | $435,937 | 0.1% | -2% | — |
| 210 |  $FE | FIRSTENERGY CORP | $430,861 | 0.1% | +51% | 61.6 |
| 211 | — | ISHARES TR | $426,991 | 0.1% | -2% | — |
| 212 |  $ALB | ALBEMARLE CORP | $426,204 | 0.1% | NEW | 50.2 |
| 213 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $424,378 | 0.1% | -3% | 75.4 |
| 214 | — | ISHARES TR | $419,137 | 0.1% | -28% | — |
| 215 |  $CVS | CVS HEALTH Corp | $412,177 | 0.1% | NEW | 51.3 |
| 216 |  $WELL | WELLTOWER INC. | $409,708 | 0.1% | NEW | 75.7 |
| 217 |  $UPS | UNITED PARCEL SERVICE INC | $409,242 | 0.1% | +5% | 58.2 |
| 218 |  $DASH | DoorDash, Inc. | $406,035 | 0.1% | +10% | 70.6 |
| 219 | — | AMERICAN CENTY ETF TR | $403,353 | 0.1% | +0% | — |
| 220 | — | SCHWAB STRATEGIC TR | $387,686 | 0.1% | -45% | — |
| 221 | — | ISHARES TR | $383,369 | 0.1% | -14% | — |
| 222 | — | SELECT SECTOR SPDR TR | $383,092 | 0.1% | -8% | — |
| 223 |  $LOW | LOWES COMPANIES INC | $382,757 | 0.1% | -7% | 63.5 |
| 224 | — | BLACKROCK ETF TRUST | $381,842 | 0.1% | -53% | — |
| 225 | — | ISHARES TR | $371,379 | 0.1% | +13% | — |
| 226 | — | SPDR SERIES TRUST | $368,310 | 0.1% | -1% | — |
| 227 | — | BLACKROCK ETF TRUST | $367,692 | 0.1% | -64% | — |
| 228 | — | DIMENSIONAL ETF TRUST | $364,399 | 0.1% | -1% | — |
| 229 | — | SPDR INDEX SHS FDS | $357,181 | 0.1% | -0% | — |
| 230 |  $DOW | DOW INC. | $355,097 | 0.1% | -36% | 38 |
| 231 |  $ATO | ATMOS ENERGY CORP | $354,387 | 0.1% | NEW | 72 |
| 232 | — | ISHARES TR | $352,662 | 0.1% | -67% | — |
| 233 |  $UNP | UNION PACIFIC CORP | $338,543 | 0.0% | +3% | 74 |
| 234 |  $CAG | CONAGRA BRANDS INC. | $334,167 | 0.0% | -3% | 48.2 |
| 235 |  $PNW | PINNACLE WEST CAPITAL CORP | $330,373 | 0.0% | +1% | 55.5 |
| 236 | $MSTR | Strategy Inc | $327,819 | 0.0% | -51% | 25.4 |
| 237 | — | VANGUARD SCOTTSDALE FDS | $327,604 | 0.0% | -5% | — |
| 238 |  $WFC | WELLS FARGO & COMPANY/MN | $325,939 | 0.0% | -0% | — |
| 239 |  $ADI | ANALOG DEVICES INC | $321,015 | 0.0% | -3% | 76.2 |
| 240 | — | J P MORGAN EXCHANGE TRADED F | $320,811 | 0.0% | -82% | — |
| 241 |  $DVN | DEVON ENERGY CORP/DE | $319,612 | 0.0% | -5% | 70.2 |
| 242 |  $ENB | ENBRIDGE INC | $314,431 | 0.0% | +1% | — |
| 243 |  $SYY | SYSCO CORP | $308,612 | 0.0% | +1% | 58.4 |
| 244 |  $BMY | BRISTOL MYERS SQUIBB CO | $305,610 | 0.0% | +1% | 70.1 |
| 245 | — | ISHARES TR | $301,066 | 0.0% | -47% | — |
| 246 |  $NXPI | NXP Semiconductors N.V. | $294,125 | 0.0% | -35% | — |
| 247 | — | SELECT SECTOR SPDR TR | $292,570 | 0.0% | -5% | — |
| 248 | — | FIRST TR EXCHNG TRADED FD VI | $290,015 | 0.0% | +0% | — |
| 249 | — | ISHARES TR | $287,820 | 0.0% | -6% | — |
| 250 |  $DAL | DELTA AIR LINES, INC. | $287,214 | 0.0% | -3% | 64.4 |
| 251 |  $BKNG | Booking Holdings Inc. | $286,373 | 0.0% | +13% | 55.3 |
| 252 | — | SPDR SERIES TRUST | $285,662 | 0.0% | -13% | — |
| 253 |  $MCHP | MICROCHIP TECHNOLOGY INC | $280,041 | 0.0% | -23% | 40 |
| 254 | — | FIDELITY COVINGTON TRUST | $278,652 | 0.0% | +0% | — |
| 255 |  $DVA | DAVITA INC. | $278,179 | 0.0% | +0% | 57.5 |
| 256 | — | ISHARES TR | $274,444 | 0.0% | -3% | — |
| 257 | — | VANGUARD WORLD FD | $272,887 | 0.0% | NEW | — |
| 258 |  $PLTR | Palantir Technologies Inc. | $270,791 | 0.0% | +3% | 85.8 |
| 259 |  $SCHW | SCHWAB CHARLES CORP | $269,490 | 0.0% | -5% | 77.2 |
| 260 | — | ISHARES TR | $268,436 | 0.0% | -12% | — |
| 261 | — | STRATEGIC TRUST | $268,180 | 0.0% | +0% | — |
| 262 |  $EL | ESTEE LAUDER COMPANIES INC | $262,937 | 0.0% | NEW | 52.5 |
| 263 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $259,746 | 0.0% | -6% | — |
| 264 | — | BLACKROCK ETF TRUST II | $259,081 | 0.0% | -27% | — |
| 265 | — | FIRST TR EXCHNG TRADED FD VI | $256,273 | 0.0% | +0% | — |
| 266 |  $HEI | HEICO CORP | $254,749 | 0.0% | +0% | 79.2 |
| 267 |  $AEE | AMEREN CORP | $254,668 | 0.0% | NEW | 63.5 |
| 268 | $IVZ | Invesco Ltd. | $253,079 | 0.0% | NEW | — |
| 269 | — | SPDR INDEX SHS FDS | $251,048 | 0.0% | -2% | — |
| 270 | — | FIDELITY COVINGTON TRUST | $246,650 | 0.0% | -25% | — |
| 271 | — | BLACKROCK ETF TRUST II | $245,265 | 0.0% | -34% | — |
| 272 | — | SPDR SERIES TRUST | $243,582 | 0.0% | -79% | — |
| 273 | — | DIREXION SHARES ETF TRUST | $243,467 | 0.0% | +55% | — |
| 274 |  $TROW | PRICE T ROWE GROUP INC | $241,096 | 0.0% | +2% | 75.8 |
| 275 |  $GBTC | Grayscale Bitcoin Trust ETF | $239,847 | 0.0% | -18% | — |
| 276 |  $GSK | GSK plc | $235,093 | 0.0% | +1% | — |
| 277 | — | SSGA ACTIVE ETF TR | $233,133 | 0.0% | -1% | — |
| 278 | — | FIRST TR EXCHNG TRADED FD VI | $232,612 | 0.0% | +0% | — |
| 279 | — | VANECK ETF TRUST | $231,306 | 0.0% | -3% | — |
| 280 | — | SPDR SERIES TRUST | $228,264 | 0.0% | +9% | — |
| 281 |  $TEL | TE Connectivity plc | $222,778 | 0.0% | -2% | — |
| 282 | — | VANECK ETF TRUST | $218,669 | 0.0% | +250% | — |
| 283 | — | ISHARES U S ETF TR | $216,630 | 0.0% | NEW | — |
| 284 | — | SPDR SERIES TRUST | $213,528 | 0.0% | -1% | — |
| 285 |  $CVNA | CARVANA CO. | $211,272 | 0.0% | +0% | 69.2 |
| 286 | — | SSGA ACTIVE ETF TR | $210,630 | 0.0% | -85% | — |
| 287 |  $BBY | BEST BUY CO INC | $210,175 | 0.0% | -2% | 51.5 |
| 288 |  $NRG | NRG ENERGY, INC. | $207,266 | 0.0% | +0% | 59.5 |
| 289 | — | SELECT SECTOR SPDR TR | $206,918 | 0.0% | -26% | — |
| 290 | — | VANGUARD INDEX FDS | $206,898 | 0.0% | -7% | — |
| 291 |  $BAC | BANK OF AMERICA CORP /DE/ | $205,996 | 0.0% | -9% | 68.4 |
| 292 | $AMZNPUT | AMAZON COM INC | $205,725 | — | NEW | 74.6 |
| 293 |  $BDX | BECTON DICKINSON & CO | $204,541 | 0.0% | +24% | 50.7 |
| 294 |  $HST | HOST HOTELS & RESORTS, INC. | $203,891 | 0.0% | NEW | 72.6 |
| 295 |  $BPRE | Bluerock Private Real Estate Fund | $189,005 | 0.0% | -19% | — |
| 296 |  $DNP | DNP SELECT INCOME FUND INC | $159,749 | 0.0% | +2% | — |
| 297 |  $LYG | Lloyds Banking Group plc | $125,078 | 0.0% | +3% | — |
New Positions (17)
$GSG iShares S&P GSCI Commodity-Indexed Trust$10.9M$L LOEWS CORP$4.8M$VRSN VERISIGN INC/CA$2.8M$EA ELECTRONIC ARTS INC.$1.0M$AMD ADVANCED MICRO DEVICES INC$700,928$HRL HORMEL FOODS CORP /DE/$602,731$JCI Johnson Controls International plc$497,872$ALB ALBEMARLE CORP$426,204$CVS CVS HEALTH Corp$412,177$WELL WELLTOWER INC.$409,708$ATO ATMOS ENERGY CORP$354,387 VANGUARD WORLD FD$272,887
$EL ESTEE LAUDER COMPANIES INC$262,937$AEE AMEREN CORP$254,668 ISHARES U S ETF TR$216,630
Exited Positions (25)
NEOS ETF TRUST
NEOS ETF TRUST
PACER FDS TR
CAPITAL GROUP GROWTH ETF
FIRST TR EXCHANGE-TRADED FD
INNOVATOR ETFS TRUST
PRINCIPAL EXCHANGE TRADED FD
ETF SER SOLUTIONS
$FICO FAIR ISAAC CORP
$HSY HERSHEY CO
$INTU INTUIT INC.
$REGN REGENERON PHARMACEUTICALS, INC.
$NOW ServiceNow, Inc. DBX ETF TR
$EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INCBrowse Top Institutional Investors
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