Alliance Wealth Advisors, LLC /UT
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1893261
Institutional-grade research for retail investors
13F Reported Value
ⓘ$462.3M
Holdings
228
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Alliance Wealth Advisors, LLC /UT disclosed 228 positions worth $462.3M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 14 new positions and exited 34 — including a new stake in $TRI and a full exit from $GLDM. The portfolio is most concentrated in Other (62.5% of disclosed assets). All figures are sourced directly from Alliance Wealth Advisors, LLC /UT’s Form 13F-HR filing with the SEC under CIK 1893261.
AI Fund Analysis
ConcentratingVANGUARD SCOTTSDALE FDS
5.7% weight
Held 9 quarters
SPDR SERIES TRUST
5.7% weight
Held 9 quarters
ISHARES TR
4.2% weight
Held 4 quarters
$NVDA1.7% weight
Held 9 quarters
$MSFT1.0% weight
Held 9 quarters
VANGUARD SCOTTSDALE FDS
8 quarters accumulating
$COST4 quarters accumulating
ISHARES TR
3 quarters accumulating
$AAPL3 quarters accumulating
VANGUARD SCOTTSDALE FDS
2 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD SCOTTSDALE FDS
—Quality
$49.9M454,592 shVANGUARD WHITEHALL FDS
—Quality
$36.9M248,838 shVANGUARD SCOTTSDALE FDS
—Quality
$26.5M320,075 shSPDR SERIES TRUST
—Quality
$26.3M287,427 shISHARES TR
—Quality
$23.5M591,926 shSPDR SERIES TRUST
—Quality
$22.3M763,553 shISHARES TR
—Quality
$19.4M224,161 shVANGUARD ADMIRAL FDS INC
—Quality
$12.2M98,113 sh- —
Quality
$8.5M115,672 sh - 90.2
Quality
$7.9M45,540 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | — | $49.9M | 454,592 |
| VANGUARD WHITEHALL FDS | — | $36.9M | 248,838 |
| VANGUARD SCOTTSDALE FDS | — | $26.5M | 320,075 |
| SPDR SERIES TRUST | — | $26.3M | 287,427 |
| ISHARES TR | — | $23.5M | 591,926 |
| SPDR SERIES TRUST | — | $22.3M | 763,553 |
| ISHARES TR | — | $19.4M | 224,161 |
| VANGUARD ADMIRAL FDS INC | — | $12.2M | 98,113 |
 Invesco Ltd.$IVZ | — | $8.5M | 115,672 |
| NVIDIA CORP$NVDA | 90.2 | $7.9M | 45,540 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Alliance Wealth Advisors, LLC /UT's 228 positions.
Showing top 10 of 228 holdings.
Sector Allocation
Other
$288.7M
Technology
$45.3M
Financials
$39.0M
Industrials
$20.7M
Healthcare
$20.2M
Consumer Discretionary
$15.9M
Energy
$7.1M
Communication Services
$7.0M
Full Holdings — Alliance Wealth Advisors, LLC /UT (Q1 2026)
All 228 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 SCOTTSDALE FDS | $49.9M | 10.8% | +71% | — |
| 2 | — | VANGUARD WHITEHALL FDS | $36.9M | 8.0% | +65% | — |
| 3 | — | VANGUARD SCOTTSDALE FDS | $26.5M | 5.7% | +75% | — |
| 4 | — | SPDR SERIES TRUST | $26.3M | 5.7% | +51% | — |
| 5 | — | ISHARES TR | $23.5M | 5.1% | +57% | — |
| 6 | — | SPDR SERIES TRUST | $22.3M | 4.8% | +84% | — |
| 7 | — | ISHARES TR | $19.4M | 4.2% | +51% | — |
| 8 | — | VANGUARD ADMIRAL FDS INC | $12.2M | 2.6% | +64% | — |
| 9 | $IVZ | Invesco Ltd. | $8.5M | 1.8% | +69% | — |
| 10 | $NVDA | NVIDIA CORP | $7.9M | 1.7% | -15% | 90.2 |
| 11 | — | SELECT SECTOR SPDR TR | $7.2M | 1.6% | +65% | — |
| 12 | — | SPDR SERIES TRUST | $6.2M | 1.3% | +78% | — |
| 13 | — | J P MORGAN EXCHANGE TRADED F | $5.5M | 1.2% | +83% | — |
| 14 |  $GSG | iShares S&P GSCI Commodity-Indexed Trust | $5.5M | 1.2% | +62% | — |
| 15 | — | VANGUARD INDEX FDS | $5.2M | 1.1% | +422% | — |
| 16 | — | GLOBAL X FDS | $5.1M | 1.1% | +54% | — |
| 17 | $MSFT | MICROSOFT CORP | $4.8M | 1.0% | -24% | 83.7 |
| 18 |  $AMZN | AMAZON COM INC | $4.4M | 0.9% | -34% | 74.6 |
| 19 | $AAPL | Apple Inc. | $4.1M | 0.9% | +1% | 76.1 |
| 20 | — | VANGUARD INDEX FDS | $3.6M | 0.8% | +0% | — |
| 21 | — | ISHARES TR | $3.5M | 0.8% | -18% | — |
| 22 | — | ISHARES TR | $3.4M | 0.7% | +67% | — |
| 23 |  $GOOG | Alphabet Inc. | $3.3M | 0.7% | -31% | 80.2 |
| 24 |  $GOOGL | Alphabet Inc. | $3.2M | 0.7% | -20% | 80.2 |
| 25 | — | VANECK ETF TRUST | $3.0M | 0.6% | +41% | — |
| 26 | — | ISHARES TR | $2.9M | 0.6% | -24% | — |
| 27 |  $V | VISA INC. | $2.7M | 0.6% | -30% | 83.5 |
| 28 |  $META | Meta Platforms, Inc. | $2.6M | 0.6% | -15% | 80.9 |
| 29 |  $TSLA | Tesla, Inc. | $2.6M | 0.6% | -24% | 50.1 |
| 30 |  $UDN | INVESCO DB US DOLLAR INDEX BEARISH FUND | $2.6M | 0.6% | +76% | — |
| 31 | — | HARBOR ETF TRUST | $2.5M | 0.5% | -41% | — |
| 32 |  $XOM | EXXON MOBIL CORP | $2.4M | 0.5% | -32% | 61.8 |
| 33 |  $ABBV | AbbVie Inc. | $2.4M | 0.5% | -26% | 59.3 |
| 34 |  $IBIT | iShares Bitcoin Trust ETF | $2.3M | 0.5% | +95% | — |
| 35 | — | SPDR SERIES TRUST | $2.3M | 0.5% | -23% | — |
| 36 |  $VZ | VERIZON COMMUNICATIONS INC | $2.1M | 0.5% | -29% | 71.6 |
| 37 |  $ORCL | ORACLE CORP | $2.0M | 0.4% | -46% | 67.2 |
| 38 |  $SOFI | SoFi Technologies, Inc. | $1.9M | 0.4% | -0% | 53.8 |
| 39 |  $MCD | MCDONALDS CORP | $1.9M | 0.4% | -32% | 73.9 |
| 40 |  $WEC | WEC ENERGY GROUP, INC. | $1.9M | 0.4% | -34% | 67 |
| 41 |  $GILD | GILEAD SCIENCES, INC. | $1.9M | 0.4% | -32% | 77.8 |
| 42 |  $NFLX | NETFLIX INC | $1.8M | 0.4% | -24% | 86.7 |
| 43 | — | SPDR INDEX SHS FDS | $1.8M | 0.4% | -24% | — |
| 44 |  $MDT | Medtronic plc | $1.8M | 0.4% | -32% | — |
| 45 |  $AVGO | Broadcom Inc. | $1.8M | 0.4% | -26% | 86.4 |
| 46 |  $HD | HOME DEPOT, INC. | $1.8M | 0.4% | -28% | 69.2 |
| 47 |  $DOV | DOVER Corp | $1.8M | 0.4% | -23% | 63.1 |
| 48 | — | VANGUARD STAR FDS | $1.8M | 0.4% | -54% | — |
| 49 |  $RSG | REPUBLIC SERVICES, INC. | $1.8M | 0.4% | -34% | 72 |
| 50 |  $LLY | ELI LILLY & Co | $1.8M | 0.4% | -33% | 89.3 |
| 51 |  $CME | CME GROUP INC. | $1.7M | 0.4% | +298% | 74.5 |
| 52 |  $ETHA | iShares Ethereum Trust ETF | $1.7M | 0.4% | +112% | — |
| 53 | — | ISHARES TR | $1.7M | 0.4% | +62% | — |
| 54 |  $SNA | Snap-on Inc | $1.7M | 0.4% | -34% | 69.3 |
| 55 |  $TXN | TEXAS INSTRUMENTS INC | $1.7M | 0.4% | -33% | 70.4 |
| 56 |  $OKE | ONEOK INC /NEW/ | $1.6M | 0.3% | -34% | 72 |
| 57 | — | SPDR SERIES TRUST | $1.5M | 0.3% | -23% | — |
| 58 |  $WSO | WATSCO INC | $1.5M | 0.3% | -35% | 58.9 |
| 59 |  $MA | Mastercard Inc | $1.4M | 0.3% | -32% | 81.7 |
| 60 |  $PSLV | Sprott Physical Silver Trust | $1.4M | 0.3% | +0% | — |
| 61 |  $APD | Air Products & Chemicals, Inc. | $1.4M | 0.3% | -33% | 41.2 |
| 62 |  $QCOM | QUALCOMM INC/DE | $1.4M | 0.3% | -34% | 81.9 |
| 63 |  $STRL | STERLING INFRASTRUCTURE, INC. | $1.4M | 0.3% | -25% | 73.3 |
| 64 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.4M | 0.3% | -32% | 77.9 |
| 65 |  $ACN | Accenture plc | $1.3M | 0.3% | -39% | — |
| 66 |  $SHOP | SHOPIFY INC. | $1.3M | 0.3% | -41% | — |
| 67 |  $TRI | THOMSON REUTERS CORP /CAN/ | $1.3M | 0.3% | NEW | — |
| 68 |  $JNJ | JOHNSON & JOHNSON | $1.3M | 0.3% | -35% | 72.8 |
| 69 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.3M | 0.3% | -45% | 66.7 |
| 70 |  $ARES | Ares Management Corp | $1.2M | 0.3% | -35% | 70.8 |
| 71 |  $CW | CURTISS WRIGHT CORP | $1.2M | 0.3% | -43% | 70.7 |
| 72 |  $GLD | SPDR GOLD TRUST | $1.2M | 0.3% | -8% | — |
| 73 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $1.1M | 0.2% | -36% | 63.7 |
| 74 |  $BA | BOEING CO | $1.1M | 0.2% | -32% | 51.8 |
| 75 |  $DIS | Walt Disney Co | $1.1M | 0.2% | -30% | 68.9 |
| 76 |  $SBUX | STARBUCKS CORP | $1.1M | 0.2% | -37% | 54.6 |
| 77 | — | ISHARES TR | $1.1M | 0.2% | -70% | — |
| 78 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.1M | 0.2% | -23% | 64.5 |
| 79 |  $AWK | American Water Works Company, Inc. | $1.1M | 0.2% | -36% | 61.7 |
| 80 | $IVZ | Invesco Ltd. | $1.1M | 0.2% | NEW | — |
| 81 |  $NVT | nVent Electric plc | $1.0M | 0.2% | -24% | — |
| 82 |  $NVO | NOVO NORDISK A S | $971,909 | 0.2% | +5% | — |
| 83 |  $O | REALTY INCOME CORP | $935,587 | 0.2% | -41% | 74.6 |
| 84 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $886,781 | 0.2% | +0% | — |
| 85 |  $FIX | COMFORT SYSTEMS USA INC | $886,691 | 0.2% | -57% | 79.5 |
| 86 | — | VANGUARD MALVERN FDS | $880,269 | 0.2% | +314% | — |
| 87 |  $PEP | PEPSICO INC | $863,534 | 0.2% | -16% | 62.7 |
| 88 |  $NOW | ServiceNow, Inc. | $856,125 | 0.2% | -10% | 76 |
| 89 | — | SPDR SERIES TRUST | $833,445 | 0.2% | -24% | — |
| 90 | — | USCF ETF TR | $826,080 | 0.2% | NEW | — |
| 91 | — | ISHARES TR | $804,567 | 0.2% | -23% | — |
| 92 |  $MKC | MCCORMICK & CO INC | $774,655 | 0.2% | -35% | 73.7 |
| 93 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $763,583 | 0.2% | -27% | 76.6 |
| 94 | — | SPDR SERIES TRUST | $734,222 | 0.2% | -24% | — |
| 95 |  $PEN | Penumbra Inc | $724,713 | 0.2% | -27% | 69.7 |
| 96 | — | AMERICAN CENTY ETF TR | $716,950 | 0.2% | NEW | — |
| 97 |  $MNST | Monster Beverage Corp | $701,920 | 0.1% | -31% | 77 |
| 98 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $701,243 | 0.1% | -24% | 58.8 |
| 99 | — | ISHARES TR | $700,350 | 0.1% | -20% | — |
| 100 |  $ISRG | INTUITIVE SURGICAL INC | $688,719 | 0.1% | -37% | 81.4 |
| 101 | — | ISHARES TR | $672,500 | 0.1% | -24% | — |
| 102 |  $ASML | ASML HOLDING NV | $665,698 | 0.1% | -34% | — |
| 103 | — | SPDR SERIES TRUST | $665,653 | 0.1% | -24% | — |
| 104 |  $CSCO | CISCO SYSTEMS, INC. | $663,095 | 0.1% | -23% | 72.3 |
| 105 |  $VMI | VALMONT INDUSTRIES INC | $658,891 | 0.1% | -25% | 60.1 |
| 106 | — | SPDR INDEX SHS FDS | $652,753 | 0.1% | -91% | — |
| 107 |  $IDXX | IDEXX LABORATORIES INC /DE | $645,050 | 0.1% | -32% | 73.6 |
| 108 |  $KRMN | Karman Holdings Inc. | $626,872 | 0.1% | -18% | 56.1 |
| 109 |  $HALO | HALOZYME THERAPEUTICS, INC. | $603,903 | 0.1% | -26% | 81.2 |
| 110 |  $COP | CONOCOPHILLIPS | $601,920 | 0.1% | -11% | 74.8 |
| 111 |  $PG | PROCTER & GAMBLE Co | $594,877 | 0.1% | -32% | 72.9 |
| 112 |  $RMBS | RAMBUS INC | $591,026 | 0.1% | -25% | 75.2 |
| 113 |  $CRS | CARPENTER TECHNOLOGY CORP | $588,072 | 0.1% | NEW | 69.9 |
| 114 |  $UL | UNILEVER PLC | $581,322 | 0.1% | -31% | — |
| 115 |  $MEDP | Medpace Holdings, Inc. | $580,070 | 0.1% | -25% | 77.4 |
| 116 |  $CVX | CHEVRON CORP | $569,858 | 0.1% | -24% | 54.7 |
| 117 |  $ADSK | Autodesk, Inc. | $567,105 | 0.1% | -30% | 76.4 |
| 118 | — | J P MORGAN EXCHANGE TRADED F | $564,048 | 0.1% | -15% | — |
| 119 | — | ISHARES TR | $563,822 | 0.1% | -33% | — |
| 120 | — | ISHARES TR | $563,653 | 0.1% | -33% | — |
| 121 | — | ISHARES TR | $561,009 | 0.1% | -33% | — |
| 122 | — | ISHARES TR | $557,429 | 0.1% | -33% | — |
| 123 |  $PM | Philip Morris International Inc. | $551,574 | 0.1% | -11% | 80.5 |
| 124 |  $RRC | RANGE RESOURCES CORP | $549,208 | 0.1% | -25% | 82.8 |
| 125 |  $OLLI | Ollie's Bargain Outlet Holdings, Inc. | $543,864 | 0.1% | -29% | 66.5 |
| 126 |  $GD | GENERAL DYNAMICS CORP | $539,051 | 0.1% | -27% | 73 |
| 127 |  $SYY | SYSCO CORP | $534,690 | 0.1% | +0% | 58.4 |
| 128 |  $MRK | Merck & Co., Inc. | $530,238 | 0.1% | -77% | 70.9 |
| 129 |  $MSCI | MSCI Inc. | $528,769 | 0.1% | -46% | 77.6 |
| 130 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $523,077 | 0.1% | -31% | 75.1 |
| 131 |  $PBH | Prestige Consumer Healthcare Inc. | $517,309 | 0.1% | -4% | 61.2 |
| 132 | $COST | COSTCO WHOLESALE CORP /NEW | $517,147 | 0.1% | +14% | 67 |
| 133 |  $MDLZ | Mondelez International, Inc. | $507,059 | 0.1% | +79% | 53.9 |
| 134 |  $JPM | JPMORGAN CHASE & CO | $505,955 | 0.1% | -16% | 35.6 |
| 135 |  $RBRK | Rubrik, Inc. | $502,530 | 0.1% | NEW | 49.5 |
| 136 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $501,995 | 0.1% | -12% | 66.3 |
| 137 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $501,969 | 0.1% | -25% | 60.7 |
| 138 |  $CRM | Salesforce, Inc. | $493,128 | 0.1% | -27% | 75.2 |
| 139 |  $NOVT | NOVANTA INC | $487,676 | 0.1% | NEW | 50.5 |
| 140 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $485,706 | 0.1% | -24% | 67.5 |
| 141 |  $PTC | PTC INC. | $474,349 | 0.1% | -25% | 69.8 |
| 142 |  $ENTG | ENTEGRIS INC | $467,670 | 0.1% | -24% | 57.7 |
| 143 |  $UFPT | UFP TECHNOLOGIES INC | $467,544 | 0.1% | -24% | 66.6 |
| 144 |  $ZTS | Zoetis Inc. | $466,619 | 0.1% | -51% | 72.6 |
| 145 |  $HWKN | HAWKINS INC | $465,562 | 0.1% | -25% | 57.5 |
| 146 |  $SHEL | Shell plc | $453,933 | 0.1% | -23% | — |
| 147 |  $KO | COCA COLA CO | $451,004 | 0.1% | -5% | 74 |
| 148 |  $BOOT | Boot Barn Holdings, Inc. | $448,593 | 0.1% | -10% | 73.5 |
| 149 |  $NVS | NOVARTIS AG | $442,211 | 0.1% | -13% | — |
| 150 |  $RGEN | REPLIGEN CORP | $428,394 | 0.1% | -24% | 54.1 |
| 151 |  $UNP | UNION PACIFIC CORP | $426,769 | 0.1% | -11% | 74 |
| 152 |  $STE | STERIS plc | $421,363 | 0.1% | -25% | — |
| 153 |  $IRM | IRON MOUNTAIN INC | $416,016 | 0.1% | -0% | 50.7 |
| 154 |  $MIR | Mirion Technologies, Inc. | $412,791 | 0.1% | NEW | 51.1 |
| 155 |  $PODD | INSULET CORP | $412,545 | 0.1% | -24% | 70.4 |
| 156 | — | ISHARES TR | $401,821 | 0.1% | -53% | — |
| 157 |  $LRCX | LAM RESEARCH CORP | $400,826 | 0.1% | NEW | 82.4 |
| 158 |  $T | AT&T INC. | $400,671 | 0.1% | +16% | 71.9 |
| 159 |  $ENB | ENBRIDGE INC | $394,735 | 0.1% | -14% | — |
| 160 |  $AON | Aon plc | $392,178 | 0.1% | -53% | — |
| 161 |  $AEM | AGNICO EAGLE MINES LTD | $388,910 | 0.1% | -19% | — |
| 162 |  $SCHW | SCHWAB CHARLES CORP | $386,258 | 0.1% | -10% | 77.2 |
| 163 |  $WFC | WELLS FARGO & COMPANY/MN | $384,683 | 0.1% | -40% | — |
| 164 |  $PJT | PJT Partners Inc. | $380,458 | 0.1% | -25% | 73.7 |
| 165 | — | ISHARES TR | $380,222 | 0.1% | -54% | — |
| 166 |  $CSGP | COSTAR GROUP, INC. | $378,954 | 0.1% | +48% | 49.5 |
| 167 |  $FND | Floor & Decor Holdings, Inc. | $378,054 | 0.1% | -25% | 53.4 |
| 168 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $377,004 | 0.1% | -27% | 63.7 |
| 169 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $374,796 | 0.1% | -26% | 59.8 |
| 170 |  $CELH | Celsius Holdings, Inc. | $363,599 | 0.1% | NEW | 63 |
| 171 |  $LMT | LOCKHEED MARTIN CORP | $349,337 | 0.1% | -8% | 65 |
| 172 |  $COO | COOPER COMPANIES, INC. | $346,990 | 0.1% | -24% | 55.8 |
| 173 |  $ABT | ABBOTT LABORATORIES | $346,135 | 0.1% | -60% | 67 |
| 174 |  $ELF | e.l.f. Beauty, Inc. | $345,962 | 0.1% | -25% | 53.4 |
| 175 |  $DUK | Duke Energy CORP | $338,480 | 0.1% | -13% | 64 |
| 176 |  $AVY | Avery Dennison Corp | $337,589 | 0.1% | -25% | 62.9 |
| 177 | — | ISHARES TR | $337,216 | 0.1% | -88% | — |
| 178 |  $TRNO | Terreno Realty Corp | $334,678 | 0.1% | -25% | 75.4 |
| 179 |  $ABNB | Airbnb, Inc. | $326,366 | 0.1% | -47% | 70.1 |
| 180 |  $APH | AMPHENOL CORP /DE/ | $322,824 | 0.1% | -7% | 80.5 |
| 181 |  $PFE | PFIZER INC | $322,415 | 0.1% | -26% | 69 |
| 182 | — | SPDR SERIES TRUST | $314,554 | 0.1% | -53% | — |
| 183 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $312,385 | 0.1% | -31% | 71.2 |
| 184 |  $KNSL | Kinsale Capital Group, Inc. | $307,836 | 0.1% | -30% | 79.6 |
| 185 | — | J P MORGAN EXCHANGE TRADED F | $300,100 | 0.1% | -24% | — |
| 186 |  $EXLS | ExlService Holdings, Inc. | $298,836 | 0.1% | -27% | 68.2 |
| 187 | — | VANGUARD WORLD FD | $297,926 | 0.1% | +0% | — |
| 188 |  $BMI | BADGER METER INC | $296,625 | 0.1% | -26% | 71.6 |
| 189 | — | ISHARES TR | $295,908 | 0.1% | -54% | — |
| 190 |  $AMGN | AMGEN INC | $294,147 | 0.1% | +5% | 79.5 |
| 191 | — | ISHARES TR | $293,497 | 0.1% | -54% | — |
| 192 |  $WMT | Walmart Inc. | $291,862 | 0.1% | +7% | 63.2 |
| 193 |  $DE | DEERE & CO | $290,100 | 0.1% | -28% | 57.4 |
| 194 |  $BAC | BANK OF AMERICA CORP /DE/ | $287,576 | 0.1% | -12% | 68.4 |
| 195 |  $AXP | AMERICAN EXPRESS CO | $286,146 | 0.1% | -17% | 73.2 |
| 196 |  $WM | WASTE MANAGEMENT INC | $286,089 | 0.1% | -57% | 70.7 |
| 197 |  $CDW | CDW Corp | $282,582 | 0.1% | -27% | 61.6 |
| 198 |  $BN | BROOKFIELD Corp /ON/ | $281,833 | 0.1% | -16% | — |
| 199 |  $TJX | TJX COMPANIES INC /DE/ | $280,433 | 0.1% | -2% | 70.7 |
| 200 |  $CCZ | COMCAST CORP | $279,635 | 0.1% | -1% | 70.4 |
| 201 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $278,283 | 0.1% | -14% | 75.4 |
| 202 |  $BDX | BECTON DICKINSON & CO | $278,027 | 0.1% | -14% | 50.7 |
| 203 |  $MORN | Morningstar, Inc. | $274,368 | 0.1% | -28% | 71 |
| 204 |  $UPS | UNITED PARCEL SERVICE INC | $273,988 | 0.1% | -27% | 58.2 |
| 205 |  $SPG | SIMON PROPERTY GROUP INC. | $272,707 | 0.1% | -13% | 76.9 |
| 206 |  $SNPS | SYNOPSYS INC | $267,228 | 0.1% | -48% | 63.1 |
| 207 |  $PLTR | Palantir Technologies Inc. | $266,376 | 0.1% | +12% | 85.8 |
| 208 | — | SPDR SERIES TRUST | $265,368 | 0.1% | -24% | — |
| 209 |  $AMD | ADVANCED MICRO DEVICES INC | $250,015 | 0.1% | NEW | 78.8 |
| 210 |  $SEIC | SEI INVESTMENTS CO | $249,456 | 0.1% | -32% | 77.9 |
| 211 |  $GEV | GE Vernova Inc. | $247,904 | 0.1% | NEW | 70.1 |
| 212 | — | SPDR SERIES TRUST | $245,125 | 0.1% | -23% | — |
| 213 |  $AMAT | APPLIED MATERIALS INC /DE | $245,063 | 0.1% | NEW | 74.8 |
| 214 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $244,678 | 0.1% | +2% | 66.5 |
| 215 |  $YUM | YUM BRANDS INC | $239,284 | 0.1% | -31% | 71.7 |
| 216 |  $USB | US BANCORP DE | $238,674 | 0.1% | -31% | 71.4 |
| 217 |  $UBER | Uber Technologies, Inc | $236,002 | 0.1% | -41% | 79.3 |
| 218 |  $CVS | CVS HEALTH Corp | $230,686 | 0.1% | -16% | 51.3 |
| 219 |  $POOL | POOL CORP | $227,621 | 0.1% | -25% | 56.3 |
| 220 |  $CAT | CATERPILLAR INC | $221,748 | 0.1% | NEW | 67.8 |
| 221 |  $PYPL | PayPal Holdings, Inc. | $218,519 | 0.1% | +20% | 70.5 |
| 222 |  $MU | MICRON TECHNOLOGY INC | $218,245 | 0.1% | -8% | 88.4 |
| 223 |  $WTW | WILLIS TOWERS WATSON PLC | $217,734 | 0.1% | NEW | — |
| 224 |  $SPY | SPDR S&P 500 ETF TRUST | $217,214 | 0.1% | +1% | — |
| 225 |  $CASY | CASEYS GENERAL STORES INC | $213,991 | 0.1% | -27% | 59.9 |
| 226 |  $CVLT | COMMVAULT SYSTEMS INC | $204,851 | 0.0% | -28% | 58.9 |
| 227 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $204,456 | 0.0% | -21% | 76.3 |
| 228 |  $VNET | VNET Group, Inc. | $95,998 | 0.0% | -15% | — |
New Positions (14)
$TRI THOMSON REUTERS CORP /CAN/$1.3M USCF ETF TR$826,080
AMERICAN CENTY ETF TR$716,950
$CRS CARPENTER TECHNOLOGY CORP$588,072$RBRK Rubrik, Inc.$502,530$NOVT NOVANTA INC$487,676$MIR Mirion Technologies, Inc.$412,791$LRCX LAM RESEARCH CORP$400,826$CELH Celsius Holdings, Inc.$363,599$AMD ADVANCED MICRO DEVICES INC$250,015$GEV GE Vernova Inc.$247,904$AMAT APPLIED MATERIALS INC /DE$245,063$CAT CATERPILLAR INC$221,748$WTW WILLIS TOWERS WATSON PLC$217,734Exited Positions (34)
$GLDM World Gold Trust
$CYBR CyberArk Software Ltd.
$KMB KIMBERLY CLARK CORP
$BSX BOSTON SCIENTIFIC CORP
$RTX RTX Corp
$ADBE ADOBE INC.
$INTU INTUIT INC.
$CWAN Clearwater Analytics Holdings, Inc.
$SPSC SPS COMMERCE INC
$PAYC Paycom Software, Inc.
$CRDO Credo Technology Group Holding Ltd
$ILMN ILLUMINA, INC.
$DUOL Duolingo, Inc.
$XYZ Block, Inc.
$GIS GENERAL MILLS INCBrowse Top Institutional Investors
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