ARS Wealth Advisors Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1886707
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.3B
Holdings
220
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ARS Wealth Advisors Group, LLC disclosed 220 positions worth $1.3B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 25 new positions and exited 7 — including a new stake in $HONA and a full exit from $XOM. The portfolio is most concentrated in Other (41.6% of disclosed assets). All figures are sourced directly from ARS Wealth Advisors Group, LLC’s Form 13F-HR filing with the SEC under CIK 1886707.
AI Fund Analysis
ConcentratingT ROWE PRICE EXCHANGE-TRAD
13.9% weight
Held 4 quarters
SPDR SERIES TRUST - ST STR
7.2% weight
Held 10 quarters
$AVGO4.1% weight
Held 10 quarters
$AAPL4.0% weight
Held 5 quarters
SELECT SECTOR SPDR TR - ST
3.5% weight
Held 10 quarters
$CVX9 quarters accumulating
$UPS8 quarters accumulating
SCHWAB STRATEGIC TR - 1000
8 quarters accumulating
$HD7 quarters accumulating
$META7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
T ROWE PRICE EXCHANGE-TRADED - ULTRA SHRT TRM
—Quality
$177.4M3,564,289 shSPDR SERIES TRUST - ST STR PR SP1500
—Quality
$92.5M1,018,751 sh- 86.4#9
Quality
$51.9M137,281 sh - 76.1
Quality
$51.8M179,048 sh SELECT SECTOR SPDR TR - ST STR TECHN ETF
—Quality
$44.9M235,568 sh- 80.2
Quality
$41.9M118,637 sh - 74.6
Quality
$39.4M165,174 sh - 35.6
Quality
$35.9M109,673 sh ISHARES TR - MSCI USA QLT FCT
—Quality
$34.2M156,054 shISHARES TR - MSCI USA MIN ETF
—Quality
$34.0M352,667 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| T ROWE PRICE EXCHANGE-TRADED - ULTRA SHRT TRM | — | $177.4M | 3,564,289 |
| SPDR SERIES TRUST - ST STR PR SP1500 | — | $92.5M | 1,018,751 |
| Broadcom Inc.$AVGO | 86.4#9 | $51.9M | 137,281 |
| Apple Inc.$AAPL | 76.1 | $51.8M | 179,048 |
| SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $44.9M | 235,568 |
 Alphabet Inc.$GOOGL | 80.2 | $41.9M | 118,637 |
 AMAZON COM INC$AMZN | 74.6 | $39.4M | 165,174 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $35.9M | 109,673 |
| ISHARES TR - MSCI USA QLT FCT | — | $34.2M | 156,054 |
| ISHARES TR - MSCI USA MIN ETF | — | $34.0M | 352,667 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ARS Wealth Advisors Group, LLC's 220 positions.
Showing top 10 of 220 holdings.
Sector Allocation
Other
$531.3M
Technology
$268.9M
Financials
$123.0M
Healthcare
$76.4M
Consumer Discretionary
$74.8M
Industrials
$66.7M
Consumer Staples
$40.5M
Energy
$36.3M
Full Holdings — ARS Wealth Advisors Group, LLC (Q2 2026)
All 220 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 | — | T ROWE PRICE EXCHANGE-TRADED - ULTRA SHRT TRM | $177.4M | 13.9% | +5% | — |
| 2 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $92.5M | 7.2% | -1% | — |
| 3 | $AVGO | Broadcom Inc. | $51.9M | 4.1% | -4% | 86.4 |
| 4 | $AAPL | Apple Inc. | $51.8M | 4.0% | +1% | 76.1 |
| 5 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $44.9M | 3.5% | -1% | — |
| 6 | $GOOGL | Alphabet Inc. | $41.9M | 3.3% | -5% | 80.2 |
| 7 | $AMZN | AMAZON COM INC | $39.4M | 3.1% | +0% | 74.6 |
| 8 | $JPM | JPMORGAN CHASE & CO | $35.9M | 2.8% | -1% | 35.6 |
| 9 | — | ISHARES TR - MSCI USA QLT FCT | $34.2M | 2.7% | -2% | — |
| 10 | — | ISHARES TR - MSCI USA MIN ETF | $34.0M | 2.7% | -4% | — |
| 11 |  $MSFT | MICROSOFT CORP | $32.9M | 2.6% | +4% | 83.7 |
| 12 | — | ISHARES U S ETF TR - IT RT HDG HGYL | $31.1M | 2.4% | +106% | — |
| 13 |  $JNJ | JOHNSON & JOHNSON | $30.8M | 2.4% | -2% | 72.8 |
| 14 |  $MRK | Merck & Co., Inc. | $22.8M | 1.8% | +1% | 70.9 |
| 15 | $CVX | CHEVRON CORP | $22.3M | 1.8% | +1% | 54.7 |
| 16 |  $GLD | SPDR GOLD TRUST | $19.3M | 1.5% | -3% | — |
| 17 |  $PG | PROCTER & GAMBLE Co | $19.3M | 1.5% | +2% | 72.9 |
| 18 |  $DUK | Duke Energy CORP | $18.6M | 1.5% | -1% | 64 |
| 19 |  $BAH | Booz Allen Hamilton Holding Corp | $18.4M | 1.4% | +7% | 65.5 |
| 20 |  $VZ | VERIZON COMMUNICATIONS INC | $18.1M | 1.4% | +0% | 71.6 |
| 21 |  $CSCO | CISCO SYSTEMS, INC. | $17.2M | 1.4% | -3% | 72.3 |
| 22 |  $WMT | Walmart Inc. | $17.2M | 1.4% | -0% | 63.2 |
| 23 |  $NVDA | NVIDIA CORP | $16.0M | 1.3% | +9% | 90.2 |
| 24 |  $MA | Mastercard Inc | $15.5M | 1.2% | +0% | 81.7 |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $15.3M | 1.2% | +4% | 64.5 |
| 26 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | $14.7M | 1.1% | +92% | — |
| 27 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $14.3M | 1.1% | +4% | 63.7 |
| 28 | $HD | HOME DEPOT, INC. | $12.3M | 1.0% | +5% | 69.2 |
| 29 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $11.7M | 0.9% | +3% | 66.7 |
| 30 |  $GS | GOLDMAN SACHS GROUP INC | $11.3M | 0.9% | -4% | — |
| 31 |  $SO | SOUTHERN CO | $10.5M | 0.8% | +2% | 65.1 |
| 32 |  $HON | HONEYWELL INTERNATIONAL INC | $10.4M | 0.8% | -49% | 65.7 |
| 33 |  $HONA | Honeywell Aerospace Inc. | $10.1M | 0.8% | NEW | — |
| 34 |  $MO | ALTRIA GROUP, INC. | $10.1M | 0.8% | +0% | 72.1 |
| 35 |  $BAC | BANK OF AMERICA CORP /DE/ | $9.5M | 0.7% | +2% | 68.4 |
| 36 |  $KMI | KINDER MORGAN, INC. | $9.3M | 0.7% | -1% | 74.6 |
| 37 | $META | Meta Platforms, Inc. | $8.6M | 0.7% | +8% | 80.9 |
| 38 |  $LMT | LOCKHEED MARTIN CORP | $8.0M | 0.6% | +2% | 65 |
| 39 |  $PEP | PEPSICO INC | $7.5M | 0.6% | +1% | 62.7 |
| 40 |  $GOOG | Alphabet Inc. | $7.4M | 0.6% | -1% | 80.2 |
| 41 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $7.4M | 0.6% | -5% | — |
| 42 |  $GSK | GSK plc | $6.7M | 0.5% | +0% | — |
| 43 | $UPS | UNITED PARCEL SERVICE INC | $6.4M | 0.5% | +9% | 58.2 |
| 44 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $6.1M | 0.5% | +190% | — |
| 45 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $5.5M | 0.4% | -13% | — |
| 46 |  $CAT | CATERPILLAR INC | $5.4M | 0.4% | +1% | 67.8 |
| 47 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $5.2M | 0.4% | +164% | — |
| 48 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $4.8M | 0.4% | -0% | — |
| 49 |  $SLV | iShares Silver Trust | $4.8M | 0.4% | +0% | — |
| 50 |  $RTX | RTX Corp | $4.7M | 0.4% | -1% | 70 |
| 51 |  $BDX | BECTON DICKINSON & CO | $4.4M | 0.3% | +15% | 50.7 |
| 52 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQU | $4.3M | 0.3% | -0% | — |
| 53 | — | ISHARES TR - 1 3 YR TREAS BD | $4.2M | 0.3% | +34% | — |
| 54 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQU | $3.6M | 0.3% | -4% | — |
| 55 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $3.6M | 0.3% | -4% | — |
| 56 |  $SPY | SPDR S&P 500 ETF TRUST | $3.2M | 0.3% | -1% | — |
| 57 |  $GD | GENERAL DYNAMICS CORP | $2.9M | 0.2% | -0% | 73 |
| 58 | — | INNOVATOR ETFS TRUST - EQUTY DUL DIRCT | $2.9M | 0.2% | -1% | — |
| 59 |  $LLY | ELI LILLY & Co | $2.7M | 0.2% | +0% | 89.3 |
| 60 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.6M | 0.2% | -0% | 67 |
| 61 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQU | $2.5M | 0.2% | +0% | — |
| 62 |  $KO | COCA COLA CO | $2.4M | 0.2% | +15% | 74 |
| 63 |  $ABBV | AbbVie Inc. | $2.4M | 0.2% | +21% | 59.3 |
| 64 |  $BLK | BlackRock, Inc. | $2.3M | 0.2% | +0% | 70.3 |
| 65 |  $FSV | FirstService Corp | $2.3M | 0.2% | +0% | — |
| 66 |  $TSLA | Tesla, Inc. | $2.1M | 0.2% | +58% | 50.1 |
| 67 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQ | $2.1M | 0.2% | -0% | — |
| 68 |  $MCD | MCDONALDS CORP | $2.0M | 0.2% | +10% | 73.9 |
| 69 |  $SHEL | Shell plc | $2.0M | 0.1% | -1% | — |
| 70 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.8M | 0.1% | +3% | — |
| 71 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.7M | 0.1% | -7% | — |
| 72 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQU | $1.6M | 0.1% | +0% | — |
| 73 |  $TD | TORONTO DOMINION BANK | $1.6M | 0.1% | -1% | — |
| 74 | — | INNOVATOR ETFS TRUST - EQUI DUAL 15 MAY | $1.6M | 0.1% | NEW | — |
| 75 |  $SOLS | Solstice Advanced Materials Inc. | $1.5M | 0.1% | -7% | — |
| 76 |  $AMAT | APPLIED MATERIALS INC /DE | $1.5M | 0.1% | +2% | 74.8 |
| 77 |  $DIS | Walt Disney Co | $1.5M | 0.1% | +102% | 68.9 |
| 78 | — | INNOVATOR ETFS TRUST - US EQTY PWR BF | $1.5M | 0.1% | +0% | — |
| 79 | — | ISHARES TR - NATIONAL MUN ETF | $1.5M | 0.1% | +46% | — |
| 80 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $1.4M | 0.1% | -14% | — |
| 81 | — | INNOVATOR ETFS TRUST - EQUI DU DI JANU | $1.4M | 0.1% | +0% | — |
| 82 | — | ISHARES TR - SHRT NAT MUN ETF | $1.4M | 0.1% | +31% | — |
| 83 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $1.3M | 0.1% | +35% | — |
| 84 |  $GLW | CORNING INC /NY | $1.3M | 0.1% | +1% | 72.7 |
| 85 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.3M | 0.1% | +1% | — |
| 86 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.3M | 0.1% | +6% | — |
| 87 |  $AMGN | AMGEN INC | $1.2M | 0.1% | -2% | 79.5 |
| 88 |  $UNP | UNION PACIFIC CORP | $1.2M | 0.1% | +19% | 74 |
| 89 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.2M | 0.1% | -1% | — |
| 90 |  $WELL | WELLTOWER INC. | $1.2M | 0.1% | +0% | 75.7 |
| 91 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.1M | 0.1% | +0% | 75.4 |
| 92 |  $NFLX | NETFLIX INC | $1.1M | 0.1% | +0% | 86.7 |
| 93 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $1.1M | 0.1% | +0% | — |
| 94 | — | INNOVATOR ETFS TRUST - EQUITY DUAL NOV | $1.0M | 0.1% | -3% | — |
| 95 | — | ISHARES TR - CORE S&P500 ETF | $1.0M | 0.1% | +3% | — |
| 96 |  $NEE | NEXTERA ENERGY INC | $989,864 | 0.1% | +3% | 71.7 |
| 97 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $962,565 | 0.1% | +1% | 70.9 |
| 98 |  $V | VISA INC. | $956,186 | 0.1% | +1% | 83.5 |
| 99 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $948,968 | 0.1% | +0% | — |
| 100 |  $DVA | DAVITA INC. | $934,416 | 0.1% | +2% | 57.5 |
| 101 |  $GE | GENERAL ELECTRIC CO | $914,306 | 0.1% | -0% | 74.8 |
| 102 |  $PFE | PFIZER INC | $865,527 | 0.1% | +31% | 69 |
| 103 |  $LRCX | LAM RESEARCH CORP | $857,993 | 0.1% | +0% | 82.4 |
| 104 |  $CVS | CVS HEALTH Corp | $832,816 | 0.1% | +3% | 51.3 |
| 105 | — | INNOVATOR ETFS TRUST - EQTY DUL DIRCT15 | $782,832 | 0.1% | NEW | — |
| 106 | — | FIRST TR EXCHANGE-TRADED ALP - MID CP GR ALPH | $780,406 | 0.1% | +0% | — |
| 107 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $764,687 | 0.1% | +0% | — |
| 108 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.1% | +0% | 64.5 |
| 109 |  $GEV | GE Vernova Inc. | $746,230 | 0.1% | +1% | 70.1 |
| 110 |  $VLO | VALERO ENERGY CORP/TX | $729,232 | 0.1% | +0% | 51.4 |
| 111 | — | INNOVATOR ETFS TRUST - EQUITY DUAL DIRT | $723,943 | 0.1% | NEW | — |
| 112 |  $ABT | ABBOTT LABORATORIES | $721,453 | 0.1% | +5% | 67 |
| 113 |  $LOW | LOWES COMPANIES INC | $719,958 | 0.1% | +2% | 63.5 |
| 114 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $713,811 | 0.1% | +3% | — |
| 115 | — | INNOVATOR ETFS TRUST - EQUI DUA 15 APRI | $713,585 | 0.1% | NEW | — |
| 116 | — | INNOVATOR ETFS TRUST - EQUI DUAL 15 DEC | $711,499 | 0.1% | +0% | — |
| 117 | — | FIRST TR EXCHANGE-TRADED ALP - MID CAP VAL FD | $704,487 | 0.1% | +0% | — |
| 118 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $695,433 | 0.1% | +0% | — |
| 119 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $692,079 | 0.1% | +68% | — |
| 120 | — | ISHARES TR - CORE S&P TTL STK | $686,743 | 0.1% | +0% | — |
| 121 | — | VANECK ETF TRUST - GOLD MINERS ETF | $681,842 | 0.1% | +1% | — |
| 122 |  $WEC | WEC ENERGY GROUP, INC. | $662,689 | 0.1% | +0% | 67 |
| 123 |  $ET | Energy Transfer LP | $660,413 | 0.1% | +0% | 64.5 |
| 124 |  $WAT | WATERS CORP /DE/ | $651,444 | 0.1% | -36% | 69.9 |
| 125 | — | VANGUARD INDEX FDS - VALUE ETF | $633,916 | 0.1% | +35% | — |
| 126 | — | VANGUARD SCOTTSDALE FDS - VNG RUS3000IDX | $607,973 | 0.1% | +6% | — |
| 127 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $572,613 | 0.0% | +44% | — |
| 128 |  $ETN | Eaton Corp plc | $565,461 | 0.0% | +1% | — |
| 129 |  $T | AT&T INC. | $542,552 | 0.0% | +2% | 71.9 |
| 130 | — | VANGUARD INDEX FDS - GROWTH ETF | $537,944 | 0.0% | +743% | — |
| 131 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $534,878 | 0.0% | -3% | — |
| 132 |  $PM | Philip Morris International Inc. | $532,926 | 0.0% | +3% | 80.5 |
| 133 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $532,370 | 0.0% | +0% | — |
| 134 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $523,589 | 0.0% | -2% | — |
| 135 |  $EMR | EMERSON ELECTRIC CO | $520,610 | 0.0% | +0% | 65.9 |
| 136 |  $INTC | INTEL CORP | $502,741 | 0.0% | NEW | 41.5 |
| 137 |  $HSY | HERSHEY CO | $501,535 | 0.0% | -0% | 59.4 |
| 138 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQU | $495,039 | 0.0% | +0% | — |
| 139 |  $ORCL | ORACLE CORP | $486,654 | 0.0% | +59% | 67.2 |
| 140 |  $AMD | ADVANCED MICRO DEVICES INC | $483,898 | 0.0% | NEW | 78.8 |
| 141 | — | ISHARES TR - RUS MID CAP ETF | $483,566 | 0.0% | +34% | — |
| 142 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $475,063 | 0.0% | +34% | — |
| 143 |  $JCI | Johnson Controls International plc | $466,516 | 0.0% | +63% | — |
| 144 |  $CSX | CSX CORP | $456,432 | 0.0% | -2% | 66.4 |
| 145 |  $MU | MICRON TECHNOLOGY INC | $455,945 | 0.0% | NEW | 88.4 |
| 146 | — | INNOVATOR ETFS TRUST - EQUI DUA 15 MARC | $455,638 | 0.0% | +0% | — |
| 147 |  $TFC | TRUIST FINANCIAL CORP | $453,758 | 0.0% | +37% | — |
| 148 |  $RNST | RENASANT CORP | $440,885 | 0.0% | NEW | — |
| 149 | — | ISHARES TR - RUSSELL 3000 ETF | $437,060 | 0.0% | -28% | — |
| 150 | — | ISHARES TR - CORE S&P MCP ETF | $436,703 | 0.0% | +0% | — |
| 151 | — | SPDR SERIES TRUST - ST STR R1K LOWV | $430,305 | 0.0% | +0% | — |
| 152 |  $IAU | ISHARES GOLD TRUST | $422,403 | 0.0% | +0% | — |
| 153 |  $AXP | AMERICAN EXPRESS CO | $418,676 | 0.0% | +1% | 73.2 |
| 154 |  $QCOM | QUALCOMM INC/DE | $414,275 | 0.0% | +1% | 81.9 |
| 155 |  $CEG | Constellation Energy Corp | $412,791 | 0.0% | -3% | 62.5 |
| 156 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $405,767 | 0.0% | +32% | — |
| 157 |  $PANW | Palo Alto Networks Inc | $402,404 | 0.0% | NEW | 66.5 |
| 158 |  $GM | General Motors Co | $392,076 | 0.0% | +2% | 58.7 |
| 159 | — | ISHARES TR - CORE S&P SCP ETF | $390,930 | 0.0% | +0% | — |
| 160 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $389,222 | 0.0% | +493% | — |
| 161 |  $PSLV | Sprott Physical Silver Trust | $388,722 | 0.0% | +0% | — |
| 162 |  $CRM | Salesforce, Inc. | $380,034 | 0.0% | -22% | 75.2 |
| 163 | — | ISHARES TR - CORE HIGH DV ETF | $373,193 | 0.0% | +383% | — |
| 164 | — | ISHARES TR - RUSSELL 2000 ETF | $370,455 | 0.0% | +0% | — |
| 165 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $367,262 | 0.0% | NEW | — |
| 166 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | $365,046 | 0.0% | +0% | — |
| 167 |  $DE | DEERE & CO | $359,232 | 0.0% | -6% | 57.4 |
| 168 | — | VANGUARD INDEX FDS - MID CAP ETF | $354,649 | 0.0% | +294% | — |
| 169 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $346,445 | 0.0% | +4% | — |
| 170 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $342,419 | 0.0% | +0% | 66.4 |
| 171 |  $WM | WASTE MANAGEMENT INC | $338,025 | 0.0% | +0% | 70.7 |
| 172 |  $EIX | EDISON INTERNATIONAL | $332,419 | 0.0% | +0% | 70.7 |
| 173 |  $AFL | AFLAC INC | $324,901 | 0.0% | +33% | 60.3 |
| 174 | — | FIDELITY COVINGTON TRUST - LOW VOLITY ETF | $320,974 | 0.0% | -2% | — |
| 175 |  $ROK | ROCKWELL AUTOMATION, INC | $316,851 | 0.0% | +1% | 68.2 |
| 176 |  $MS | MORGAN STANLEY | $310,844 | 0.0% | NEW | — |
| 177 |  $IVZ | Invesco Ltd. | $307,453 | 0.0% | +0% | — |
| 178 |  $MPC | Marathon Petroleum Corp | $303,736 | 0.0% | +3% | 50.7 |
| 179 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $302,526 | 0.0% | +0% | — |
| 180 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $300,850 | 0.0% | NEW | — |
| 181 | — | ISHARES TR - SELECT DIVID ETF | $298,391 | 0.0% | -4% | — |
| 182 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $296,109 | 0.0% | +0% | — |
| 183 |  $SCHW | SCHWAB CHARLES CORP | $294,319 | 0.0% | -3% | 77.2 |
| 184 | $IVZ | Invesco Ltd. | $291,663 | 0.0% | +0% | — |
| 185 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $291,370 | 0.0% | +0% | — |
| 186 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $290,208 | 0.0% | -7% | — |
| 187 |  $AWK | American Water Works Company, Inc. | $289,476 | 0.0% | -3% | 61.7 |
| 188 | — | ISHARES TR - IBOXX INV CP ETF | $287,262 | 0.0% | +1% | — |
| 189 |  $YUM | YUM BRANDS INC | $286,537 | 0.0% | +0% | 71.7 |
| 190 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $285,640 | 0.0% | +0% | — |
| 191 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $276,722 | 0.0% | +0% | — |
| 192 |  $BMY | BRISTOL MYERS SQUIBB CO | $274,827 | 0.0% | NEW | 70.1 |
| 193 | — | ISHARES TR - CORE US AGGBD ET | $273,005 | 0.0% | +6% | — |
| 194 |  $COF | CAPITAL ONE FINANCIAL CORP | $272,241 | 0.0% | +17% | 71 |
| 195 |  $GLXY | Galaxy Digital Inc. | $265,198 | 0.0% | NEW | 40.8 |
| 196 |  $XEL | XCEL ENERGY INC | $263,190 | 0.0% | +0% | — |
| 197 | — | SCHWAB STRATEGIC TR - 5 10YR CORP BD | $260,518 | 0.0% | NEW | — |
| 198 |  $NKE | NIKE, Inc. | $257,941 | 0.0% | +0% | 53.4 |
| 199 |  $NSC | NORFOLK SOUTHERN CORP | $250,728 | 0.0% | +0% | 70.8 |
| 200 |  $SYK | STRYKER CORP | $244,001 | 0.0% | -9% | 69.8 |
| 201 |  $WMB | WILLIAMS COMPANIES, INC. | $241,531 | 0.0% | +2% | 72.8 |
| 202 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $240,372 | 0.0% | -43% | — |
| 203 |  $LMND | Lemonade, Inc. | $236,782 | 0.0% | +0% | 36.8 |
| 204 | — | ISHARES TR - RUS 2000 GRW ETF | $235,588 | 0.0% | NEW | — |
| 205 |  $D | DOMINION ENERGY, INC | $234,407 | 0.0% | NEW | 74.9 |
| 206 | $IVZ | Invesco Ltd. | $232,200 | 0.0% | NEW | — |
| 207 |  $COP | CONOCOPHILLIPS | $231,767 | 0.0% | -1% | 74.8 |
| 208 | — | ISHARES TR - GLOBAL TECH ETF | $231,362 | 0.0% | NEW | — |
| 209 | — | ISHARES TR - LARG CAP JUN ETF | $231,263 | 0.0% | +0% | — |
| 210 |  $RRX | REGAL REXNORD CORP | $224,851 | 0.0% | NEW | 53.8 |
| 211 |  $MCK | MCKESSON CORP | $222,973 | 0.0% | -1% | 63.7 |
| 212 | — | PROSHARES TR - S&P 500 DV ARIST | $218,844 | 0.0% | +100% | — |
| 213 |  $OKE | ONEOK INC /NEW/ | $215,177 | 0.0% | +0% | 72 |
| 214 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $214,476 | 0.0% | NEW | — |
| 215 |  $ADP | AUTOMATIC DATA PROCESSING INC | $209,841 | 0.0% | NEW | 77.9 |
| 216 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $209,482 | 0.0% | NEW | — |
| 217 |  $C | CITIGROUP INC | $206,418 | 0.0% | NEW | 54.8 |
| 218 |  $BA | BOEING CO | $203,265 | 0.0% | NEW | 51.8 |
| 219 |  $THQ | abrdn Healthcare Opportunities Fund | $198,313 | 0.0% | -16% | — |
| 220 |  $DBL | DoubleLine Opportunistic Credit Fund | $177,593 | 0.0% | +0% | — |
New Positions (25)
$HONA Honeywell Aerospace Inc.$10.1M INNOVATOR ETFS TRUST - EQUI DUAL 15 MAY$1.6M
INNOVATOR ETFS TRUST - EQTY DUL DIRCT15$782,832
INNOVATOR ETFS TRUST - EQUITY DUAL DIRT$723,943
INNOVATOR ETFS TRUST - EQUI DUA 15 APRI$713,585
$INTC INTEL CORP$502,741$AMD ADVANCED MICRO DEVICES INC$483,898$MU MICRON TECHNOLOGY INC$455,945$RNST RENASANT CORP$440,885$PANW Palo Alto Networks Inc$402,404 VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$367,262
$MS MORGAN STANLEY$310,844 SCHWAB STRATEGIC TR - INTL EQTY ETF$300,850
$BMY BRISTOL MYERS SQUIBB CO$274,827$GLXY Galaxy Digital Inc.$265,198
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