REUTER JAMES WEALTH MANAGEMENT, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1894484
Institutional-grade research for retail investors
13F Reported Value
ⓘ$697.0M
incl. option notional
Equity Holdings
ⓘ$697.0M
Option Notional
ⓘ$41,650
$0 puts / $41,650 calls
Holdings
218
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
REUTER JAMES WEALTH MANAGEMENT, LLC disclosed 218 positions worth $697.0M in its Form 13F-HR for Q1 2026 — $697.0M in common stock plus $41,650 of put/call option positions (reported at underlying notional value, not premium at risk), led by $WMT (Walmart Inc.) at 9.2% of the equity portfolio, followed by $WT and $IAU. During the quarter the fund opened 20 new positions and exited 32 — including a new stake in $WT. The portfolio is most concentrated in Financials (21.9% of disclosed assets). All figures are sourced directly from REUTER JAMES WEALTH MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1894484.
AI Fund Analysis
Concentrating
$WMT9.2% weight
Held 9 quarters
$IAU4.9% weight
Held 9 quarters
$XOM4.2% weight
Held 9 quarters
$ET2.5% weight
Held 9 quarters
$GLD2.4% weight
Held 7 quarters
$ET8 quarters accumulating
$PCT7 quarters accumulating
$TDY6 quarters accumulating
SELECT SECTOR SPDR TR
6 quarters accumulating
$IVZ6 quarters accumulating
Sector Allocation
FinancialsOtherConsumer DiscretionaryTechnologyEnergyIndustrials
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.
$DOWCALL$42K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 63.2#694
Quality
$64.4M518,000 sh - 62.9#716
Quality
$58.6M1,164,700 sh - —
Quality
$34.1M386,566 sh - 61.8
Quality
$29.2M172,043 sh PROSHARES TR
—Quality
$17.8M552,024 shPROSHARES TR
—Quality
$17.6M464,668 sh- 64.5
Quality
$17.2M890,413 sh - —
Quality
$16.8M38,955 sh ETF OPPORTUNITIES TRUST
—Quality
$14.8M554,393 sh- 76.1
Quality
$13.9M54,618 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Walmart Inc.$WMT | 63.2#694 | $64.4M | 518,000 |
 WisdomTree, Inc.$WT | 62.9#716 | $58.6M | 1,164,700 |
| ISHARES GOLD TRUST$IAU | — | $34.1M | 386,566 |
| EXXON MOBIL CORP$XOM | 61.8 | $29.2M | 172,043 |
| PROSHARES TR | — | $17.8M | 552,024 |
| PROSHARES TR | — | $17.6M | 464,668 |
| Energy Transfer LP$ET | 64.5 | $17.2M | 890,413 |
| SPDR GOLD TRUST$GLD | — | $16.8M | 38,955 |
| ETF OPPORTUNITIES TRUST | — | $14.8M | 554,393 |
 Apple Inc.$AAPL | 76.1 | $13.9M | 54,618 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of REUTER JAMES WEALTH MANAGEMENT, LLC's 218 positions.
Showing top 10 of 218 holdings.
Sector Allocation
Financials
$152.9M
Other
$132.6M
Consumer Discretionary
$90.0M
Technology
$86.1M
Energy
$84.0M
Industrials
$50.8M
Healthcare
$43.2M
Consumer Staples
$24.0M
Full Holdings — REUTER JAMES WEALTH MANAGEMENT, LLC (Q1 2026)
All 218 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 | $WMT | Walmart Inc. | $64.4M | 9.2% | -0% | 63.2 |
| 2 | $WT | WisdomTree, Inc. | $58.6M | 8.4% | NEW | 62.9 |
| 3 | $IAU | ISHARES GOLD TRUST | $34.1M | 4.9% | -36% | — |
| 4 | $XOM | EXXON MOBIL CORP | $29.2M | 4.2% | -3% | 61.8 |
| 5 | — | PROSHARES TR | $17.8M | 2.5% | NEW | — |
| 6 | — | PROSHARES TR | $17.6M | 2.5% | NEW | — |
| 7 | $ET | Energy Transfer LP | $17.2M | 2.5% | +1% | 64.5 |
| 8 | $GLD | SPDR GOLD TRUST | $16.8M | 2.4% | -5% | — |
| 9 | — | ETF OPPORTUNITIES TRUST | $14.8M | 2.1% | NEW | — |
| 10 | $AAPL | Apple Inc. | $13.9M | 2.0% | -1% | 76.1 |
| 11 |  $LLY | ELI LILLY & Co | $12.5M | 1.8% | -10% | 89.3 |
| 12 |  $CAT | CATERPILLAR INC | $12.3M | 1.8% | -1% | 67.8 |
| 13 | — | FEDERATED HERMES ETF TRUST | $12.2M | 1.7% | -48% | — |
| 14 | — | SELECT SECTOR SPDR TR | $12.0M | 1.7% | +2592% | — |
| 15 |  $UNP | UNION PACIFIC CORP | $11.2M | 1.6% | -1% | 74 |
| 16 | — | VANECK ETF TRUST | $10.8M | 1.6% | -85% | — |
| 17 |  $MSFT | MICROSOFT CORP | $10.8M | 1.6% | -2% | 83.7 |
| 18 |  $JNJ | JOHNSON & JOHNSON | $8.6M | 1.2% | -12% | 72.8 |
| 19 |  $APH | AMPHENOL CORP /DE/ | $8.2M | 1.2% | -3% | 80.5 |
| 20 |  $MDT | Medtronic plc | $8.0M | 1.1% | +5% | — |
| 21 | — | PACER FDS TR | $8.0M | 1.1% | +1% | — |
| 22 |  $GOOGL | Alphabet Inc. | $7.5M | 1.1% | -2% | 80.2 |
| 23 |  $WMB | WILLIAMS COMPANIES, INC. | $7.5M | 1.1% | -0% | 72.8 |
| 24 |  $DE | DEERE & CO | $6.9M | 1.0% | -0% | 57.4 |
| 25 |  $LNG | Cheniere Energy, Inc. | $6.8M | 1.0% | -1% | 48.4 |
| 26 | — | VANECK ETF TRUST | $6.8M | 1.0% | -58% | — |
| 27 | — | VANGUARD INDEX FDS | $5.9M | 0.8% | -47% | — |
| 28 | — | FIRST TR EXCHANGE TRADED FD | $5.9M | 0.8% | -51% | — |
| 29 |  $GE | GENERAL ELECTRIC CO | $5.7M | 0.8% | -0% | 74.8 |
| 30 |  $CME | CME GROUP INC. | $5.7M | 0.8% | +7% | 74.5 |
| 31 |  $VLO | VALERO ENERGY CORP/TX | $5.6M | 0.8% | -0% | 51.4 |
| 32 |  $AMZN | AMAZON COM INC | $5.5M | 0.8% | -3% | 74.6 |
| 33 |  $CVX | CHEVRON CORP | $5.4M | 0.8% | +4% | 54.7 |
| 34 |  $ISRG | INTUITIVE SURGICAL INC | $5.4M | 0.8% | -1% | 81.4 |
| 35 |  $MA | Mastercard Inc | $5.0M | 0.7% | +1% | 81.7 |
| 36 |  $PEP | PEPSICO INC | $4.9M | 0.7% | -0% | 62.7 |
| 37 |  $SHW | SHERWIN WILLIAMS CO | $4.9M | 0.7% | -2% | 65.3 |
| 38 |  $UBER | Uber Technologies, Inc | $4.6M | 0.7% | +17% | 79.3 |
| 39 |  $KR | KROGER CO | $4.6M | 0.7% | -0% | 51.1 |
| 40 |  $AJG | Arthur J. Gallagher & Co. | $4.6M | 0.7% | -23% | 72.1 |
| 41 |  $MCK | MCKESSON CORP | $4.5M | 0.7% | +26% | 63.7 |
| 42 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $4.5M | 0.7% | -3% | 63.7 |
| 43 | — | VANGUARD INTL EQUITY INDEX F | $4.4M | 0.6% | +1% | — |
| 44 |  $BA | BOEING CO | $4.2M | 0.6% | +29% | 51.8 |
| 45 |  $ASML | ASML HOLDING NV | $3.8M | 0.6% | -1% | — |
| 46 |  $AMP | AMERIPRISE FINANCIAL INC | $3.8M | 0.5% | +4% | 70.2 |
| 47 |  $ORLY | O REILLY AUTOMOTIVE INC | $3.7M | 0.5% | -1% | 72.7 |
| 48 |  $T | AT&T INC. | $3.5M | 0.5% | -1% | 71.9 |
| 49 |  $KO | COCA COLA CO | $3.5M | 0.5% | -9% | 74 |
| 50 |  $NVDA | NVIDIA CORP | $3.4M | 0.5% | +5% | 90.2 |
| 51 |  $META | Meta Platforms, Inc. | $3.4M | 0.5% | +8% | 80.9 |
| 52 |  $AMAT | APPLIED MATERIALS INC /DE | $3.1M | 0.5% | -1% | 74.8 |
| 53 |  $ICE | Intercontinental Exchange, Inc. | $3.0M | 0.4% | +0% | 73.8 |
| 54 |  $HD | HOME DEPOT, INC. | $2.6M | 0.4% | -2% | 69.2 |
| 55 |  $NFLX | NETFLIX INC | $2.5M | 0.3% | +362% | 86.7 |
| 56 | $IVZ | Invesco Ltd. | $2.3M | 0.3% | +123% | — |
| 57 |  $TJX | TJX COMPANIES INC /DE/ | $2.2M | 0.3% | +328% | 70.7 |
| 58 |  $MPLX | MPLX LP | $2.2M | 0.3% | +0% | 76.5 |
| 59 |  $MRK | Merck & Co., Inc. | $2.2M | 0.3% | +8% | 70.9 |
| 60 | $TDY | TELEDYNE TECHNOLOGIES INC | $2.2M | 0.3% | +9% | 70.2 |
| 61 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.2M | 0.3% | +398% | — |
| 62 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 0.3% | +0% | 64.5 |
| 63 |  $CSCO | CISCO SYSTEMS, INC. | $2.1M | 0.3% | -0% | 72.3 |
| 64 |  $VZ | VERIZON COMMUNICATIONS INC | $2.1M | 0.3% | +19% | 71.6 |
| 65 |  $LIN | LINDE PLC | $2.1M | 0.3% | -0% | — |
| 66 | $IVZ | Invesco Ltd. | $2.1M | 0.3% | +50% | — |
| 67 |  $ENB | ENBRIDGE INC | $2.0M | 0.3% | -3% | — |
| 68 |  $NUE | NUCOR CORP | $2.0M | 0.3% | -2% | 58.9 |
| 69 |  $TTE | TotalEnergies SE | $1.9M | 0.3% | +0% | — |
| 70 |  $TGT | TARGET CORP | $1.9M | 0.3% | NEW | 53.1 |
| 71 | — | SELECT SECTOR SPDR TR | $1.9M | 0.3% | +11% | — |
| 72 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.9M | 0.3% | -2% | 60.5 |
| 73 |  $OGE | OGE ENERGY CORP. | $1.8M | 0.3% | -26% | 57.8 |
| 74 |  $ANET | Arista Networks, Inc. | $1.7M | 0.3% | NEW | 86 |
| 75 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.7M | 0.3% | +253% | 66.7 |
| 76 |  $MCD | MCDONALDS CORP | $1.6M | 0.2% | -0% | 73.9 |
| 77 |  $RIO | RIO TINTO PLC | $1.6M | 0.2% | +0% | — |
| 78 |  $MLM | MARTIN MARIETTA MATERIALS INC | $1.6M | 0.2% | -1% | 67.6 |
| 79 |  $MIDD | MIDDLEBY Corp | $1.6M | 0.2% | -13% | 44.9 |
| 80 |  $VRT | Vertiv Holdings Co | $1.5M | 0.2% | +262% | 82.7 |
| 81 |  $AVGO | Broadcom Inc. | $1.5M | 0.2% | -4% | 86.4 |
| 82 |  $SPY | SPDR S&P 500 ETF TRUST | $1.5M | 0.2% | +1% | — |
| 83 |  $PG | PROCTER & GAMBLE Co | $1.5M | 0.2% | -2% | 72.9 |
| 84 | $IVZ | Invesco Ltd. | $1.4M | 0.2% | +21% | — |
| 85 |  $DUK | Duke Energy CORP | $1.4M | 0.2% | +0% | 64 |
| 86 |  $USB | US BANCORP DE | $1.3M | 0.2% | -0% | 71.4 |
| 87 |  $DOW | DOW INC. | $1.3M | 0.2% | +42% | 38 |
| 88 |  $PFE | PFIZER INC | $1.3M | 0.2% | +13% | 69 |
| 89 |  $SNY | Sanofi | $1.3M | 0.2% | +31% | — |
| 90 |  $BTI | British American Tobacco p.l.c. | $1.2M | 0.2% | +8% | — |
| 91 |  $RTX | RTX Corp | $1.2M | 0.2% | -9% | 70 |
| 92 |  $FE | FIRSTENERGY CORP | $1.2M | 0.2% | +33% | 61.6 |
| 93 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $1.2M | 0.2% | +2% | 70.9 |
| 94 | — | CAPITAL GROUP CORE EQUITY ET | $1.2M | 0.2% | +19% | — |
| 95 |  $ABBV | AbbVie Inc. | $1.2M | 0.2% | -1% | 59.3 |
| 96 |  $GOOG | Alphabet Inc. | $1.2M | 0.2% | -0% | 80.2 |
| 97 |  $AVAV | AeroVironment Inc | $1.2M | 0.2% | -1% | 42.1 |
| 98 |  $PM | Philip Morris International Inc. | $1.1M | 0.2% | -11% | 80.5 |
| 99 | $IVZ | Invesco Ltd. | $1.1M | 0.2% | NEW | — |
| 100 | — | CAPITAL GROUP GROWTH ETF | $1.1M | 0.2% | +18% | — |
| 101 |  $MO | ALTRIA GROUP, INC. | $1.1M | 0.2% | +1% | 72.1 |
| 102 |  $PAYX | PAYCHEX INC | $1.1M | 0.1% | +105% | 75.1 |
| 103 |  $PLD | Prologis, Inc. | $1.1M | 0.1% | -11% | 67.5 |
| 104 | — | ALPS ETF TR | $1.0M | 0.1% | -4% | — |
| 105 |  $AMT | AMERICAN TOWER CORP /MA/ | $971,625 | 0.1% | NEW | 69.8 |
| 106 |  $SO | SOUTHERN CO | $958,906 | 0.1% | +0% | 65.1 |
| 107 |  $WEC | WEC ENERGY GROUP, INC. | $937,042 | 0.1% | +96% | 67 |
| 108 |  $TREX | TREX CO INC | $930,822 | 0.1% | +0% | 60.1 |
| 109 |  $BRK.B | BERKSHIRE HATHAWAY INC | $918,626 | 0.1% | -1% | 64.5 |
| 110 |  $AMCR | Amcor plc | $895,766 | 0.1% | -70% | — |
| 111 |  $TFC | TRUIST FINANCIAL CORP | $886,696 | 0.1% | -0% | — |
| 112 |  $XEL | XCEL ENERGY INC | $885,120 | 0.1% | -24% | — |
| 113 |  $NGG | NATIONAL GRID PLC | $881,798 | 0.1% | -33% | — |
| 114 |  $HEI | HEICO CORP | $880,281 | 0.1% | +272% | 79.2 |
| 115 | $IVZ | Invesco Ltd. | $872,536 | 0.1% | NEW | — |
| 116 |  $KMB | KIMBERLY CLARK CORP | $861,381 | 0.1% | +21% | 61.7 |
| 117 |  $AIR | AAR CORP | $859,261 | 0.1% | +0% | 65.3 |
| 118 |  $TRP | TC ENERGY CORP | $851,172 | 0.1% | +0% | — |
| 119 |  $GS | GOLDMAN SACHS GROUP INC | $845,403 | 0.1% | +60% | — |
| 120 |  $UL | UNILEVER PLC | $808,974 | 0.1% | +45% | — |
| 121 |  $OKE | ONEOK INC /NEW/ | $780,465 | 0.1% | +0% | 72 |
| 122 |  $AMGN | AMGEN INC | $771,999 | 0.1% | -33% | 79.5 |
| 123 |  $COP | CONOCOPHILLIPS | $766,460 | 0.1% | +0% | 74.8 |
| 124 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $753,313 | 0.1% | -5% | 76.6 |
| 125 |  $PPL | PPL Corp | $751,318 | 0.1% | +0% | 70.3 |
| 126 | $IVZ | Invesco Ltd. | $745,119 | 0.1% | +8% | — |
| 127 | — | SELECT SECTOR SPDR TR | $731,384 | 0.1% | -94% | — |
| 128 |  $CTVA | Corteva, Inc. | $724,092 | 0.1% | -5% | 48.4 |
| 129 | — | ISHARES TR | $711,932 | 0.1% | -9% | — |
| 130 | — | SELECT SECTOR SPDR TR | $697,604 | 0.1% | +18% | — |
| 131 |  $NDAQ | NASDAQ, INC. | $689,816 | 0.1% | NEW | 78.5 |
| 132 |  $V | VISA INC. | $688,805 | 0.1% | -1% | 83.5 |
| 133 | — | SELECT SECTOR SPDR TR | $686,680 | 0.1% | +19% | — |
| 134 |  $TSLA | Tesla, Inc. | $682,905 | 0.1% | -3% | 50.1 |
| 135 | $IVZ | Invesco Ltd. | $681,400 | 0.1% | +27% | — |
| 136 |  $HPE | Hewlett Packard Enterprise Co | $678,418 | 0.1% | -1% | 52.5 |
| 137 | — | CAPITAL GROUP DIVIDEND VALUE | $677,540 | 0.1% | -97% | — |
| 138 | — | SELECT SECTOR SPDR TR | $674,775 | 0.1% | +18% | — |
| 139 |  $DVN | DEVON ENERGY CORP/DE | $660,755 | 0.1% | -19% | 70.2 |
| 140 |  $JPM | JPMORGAN CHASE & CO | $660,715 | 0.1% | -0% | 35.6 |
| 141 | — | SELECT SECTOR SPDR TR | $649,053 | 0.1% | -0% | — |
| 142 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $647,972 | 0.1% | +1% | 66.4 |
| 143 | — | ISHARES TR | $646,288 | 0.1% | -71% | — |
| 144 |  $COST | COSTCO WHOLESALE CORP /NEW | $645,687 | 0.1% | +2% | 67 |
| 145 |  $CBRE | CBRE GROUP, INC. | $643,977 | 0.1% | NEW | 62.9 |
| 146 |  $COIN | Coinbase Global, Inc. | $634,009 | 0.1% | NEW | 68 |
| 147 |  $STX | Seagate Technology Holdings plc | $629,445 | 0.1% | +0% | — |
| 148 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $609,493 | 0.1% | -2% | 66.5 |
| 149 |  $O | REALTY INCOME CORP | $601,730 | 0.1% | -38% | 74.6 |
| 150 |  $SPG | SIMON PROPERTY GROUP INC. | $601,559 | 0.1% | +0% | 76.9 |
| 151 |  $KIM | KIMCO REALTY CORP | $585,613 | 0.1% | NEW | 70.1 |
| 152 |  $EOG | EOG RESOURCES INC | $571,052 | 0.1% | +0% | 71.1 |
| 153 | — | VANGUARD TAX-MANAGED FDS | $546,947 | 0.1% | +0% | — |
| 154 |  $HPQ | HP INC | $538,668 | 0.1% | +1% | 58.9 |
| 155 |  $MDLZ | Mondelez International, Inc. | $537,262 | 0.1% | NEW | 53.9 |
| 156 |  $TEL | TE Connectivity plc | $535,718 | 0.1% | -12% | — |
| 157 | — | ISHARES TR | $531,362 | 0.1% | +0% | — |
| 158 |  $PSX | Phillips 66 | $527,836 | 0.1% | -0% | 47.6 |
| 159 |  $GWW | W.W. GRAINGER, INC. | $525,770 | 0.1% | -1% | 69.5 |
| 160 | — | ISHARES TR | $503,688 | 0.1% | +0% | — |
| 161 |  $GEV | GE Vernova Inc. | $495,541 | 0.1% | -1% | 70.1 |
| 162 |  $Q | Qnity Electronics, Inc. | $495,211 | 0.1% | -5% | — |
| 163 | $IVZ | Invesco Ltd. | $489,343 | 0.1% | +30% | — |
| 164 |  $WBD | Warner Bros. Discovery, Inc. | $459,200 | 0.1% | +0% | 42.1 |
| 165 |  $BDX | BECTON DICKINSON & CO | $444,395 | 0.1% | -1% | 50.7 |
| 166 |  $JCI | Johnson Controls International plc | $423,492 | 0.1% | -5% | — |
| 167 |  $BMO | BANK OF MONTREAL /CAN/ | $412,652 | 0.1% | -27% | — |
| 168 |  $DD | DuPont de Nemours, Inc. | $412,200 | 0.1% | +0% | 31.1 |
| 169 |  $CRWD | CrowdStrike Holdings, Inc. | $401,341 | 0.1% | -2% | 55 |
| 170 | — | SPDR SERIES TRUST | $388,287 | 0.1% | -22% | — |
| 171 |  $YUM | YUM BRANDS INC | $379,371 | 0.1% | +0% | 71.7 |
| 172 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $366,576 | 0.1% | NEW | 50.6 |
| 173 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $355,192 | 0.1% | +0% | 69.4 |
| 174 |  $ABNB | Airbnb, Inc. | $345,123 | 0.1% | -2% | 70.1 |
| 175 |  $FCX | FREEPORT-MCMORAN INC | $336,047 | 0.1% | -16% | 73.1 |
| 176 | — | VANGUARD SPECIALIZED FUNDS | $328,827 | 0.1% | +0% | — |
| 177 |  $ETN | Eaton Corp plc | $328,699 | 0.1% | +7% | — |
| 178 | — | SPDR SERIES TRUST | $327,549 | 0.1% | -20% | — |
| 179 |  $BMY | BRISTOL MYERS SQUIBB CO | $326,479 | 0.1% | +0% | 70.1 |
| 180 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $317,375 | 0.1% | -0% | — |
| 181 |  $ADSK | Autodesk, Inc. | $313,614 | 0.0% | -13% | 76.4 |
| 182 |  $HON | HONEYWELL INTERNATIONAL INC | $308,689 | 0.0% | -6% | 65.7 |
| 183 |  $HAL | HALLIBURTON CO | $304,912 | 0.0% | -10% | 50.9 |
| 184 | — | SERIES PORTFOLIOS TR | $302,493 | 0.0% | -98% | — |
| 185 |  $CARR | CARRIER GLOBAL Corp | $300,470 | 0.0% | -0% | 61.5 |
| 186 |  $PLTR | Palantir Technologies Inc. | $289,927 | 0.0% | +0% | 85.8 |
| 187 |  $HLT | Hilton Worldwide Holdings Inc. | $288,876 | 0.0% | +5% | 73.1 |
| 188 |  $ADI | ANALOG DEVICES INC | $285,361 | 0.0% | -2% | 76.2 |
| 189 | — | SPDR INDEX SHS FDS | $284,650 | 0.0% | +0% | — |
| 190 |  $PANW | Palo Alto Networks Inc | $279,758 | 0.0% | +0% | 66.5 |
| 191 |  $ITW | ILLINOIS TOOL WORKS INC | $267,058 | 0.0% | -94% | 71.2 |
| 192 |  $ARW | ARROW ELECTRONICS, INC. | $265,022 | 0.0% | NEW | 51.4 |
| 193 | — | VANGUARD SCOTTSDALE FDS | $240,365 | 0.0% | +0% | — |
| 194 |  $SPGI | S&P Global Inc. | $239,041 | 0.0% | -11% | 79.4 |
| 195 | — | VICTORY PORTFOLIOS II | $236,683 | 0.0% | -11% | — |
| 196 |  $MMM | 3M CO | $235,495 | 0.0% | -20% | 60.7 |
| 197 |  $ADP | AUTOMATIC DATA PROCESSING INC | $234,673 | 0.0% | +1% | 77.9 |
| 198 | — | SELECT SECTOR SPDR TR | $234,296 | 0.0% | -27% | — |
| 199 |  $ORCL | ORACLE CORP | $229,344 | 0.0% | +26% | 67.2 |
| 200 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $228,631 | 0.0% | NEW | 60.9 |
| 201 |  $C | CITIGROUP INC | $228,370 | 0.0% | +0% | 54.8 |
| 202 |  $TKO | TKO Group Holdings, Inc. | $225,445 | 0.0% | -3% | 73.1 |
| 203 |  $OTIS | Otis Worldwide Corp | $221,913 | 0.0% | +3% | 60.3 |
| 204 |  $MNST | Monster Beverage Corp | $221,800 | 0.0% | -11% | 77 |
| 205 |  $GPC | GENUINE PARTS CO | $217,634 | 0.0% | +0% | 54.2 |
| 206 |  $PTEN | PATTERSON UTI ENERGY INC | $216,275 | 0.0% | +0% | 50.1 |
| 207 | — | PIMCO ETF TR | $214,733 | 0.0% | -22% | — |
| 208 |  $LOW | LOWES COMPANIES INC | $209,817 | 0.0% | -0% | 63.5 |
| 209 |  $FDX | FEDEX CORP | $209,434 | 0.0% | -35% | 60.3 |
| 210 |  $CNP | CENTERPOINT ENERGY INC | $209,369 | 0.0% | NEW | 55.9 |
| 211 |  $MGA | MAGNA INTERNATIONAL INC | $208,562 | 0.0% | -22% | — |
| 212 |  $WELL | WELLTOWER INC. | $207,635 | 0.0% | NEW | 75.7 |
| 213 |  $VST | Vistra Corp. | $204,148 | 0.0% | NEW | 62.9 |
| 214 |  $WM | WASTE MANAGEMENT INC | $200,836 | 0.0% | NEW | 70.7 |
| 215 | $PCT | PureCycle Technologies, Inc. | $181,681 | 0.0% | +4% | 26.6 |
| 216 |  $LUMN | Lumen Technologies, Inc. | $83,434 | 0.0% | +0% | 39.8 |
| 217 |  $HIO | WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC. | $56,141 | 0.0% | +0% | — |
| 218 | $DOWCALL | DOW INC. | $41,650 | — | NEW | 38 |
New Positions (20)
$WT WisdomTree, Inc.$58.6M PROSHARES TR$17.8M
PROSHARES TR$17.6M
ETF OPPORTUNITIES TRUST$14.8M
$TGT TARGET CORP$1.9M$ANET Arista Networks, Inc.$1.7M$AMT AMERICAN TOWER CORP /MA/$971,625$NDAQ NASDAQ, INC.$689,816$CBRE CBRE GROUP, INC.$643,977$COIN Coinbase Global, Inc.$634,009$KIM KIMCO REALTY CORP$585,613$MDLZ Mondelez International, Inc.$537,262$PFG PRINCIPAL FINANCIAL GROUP INC$366,576$ARW ARROW ELECTRONICS, INC.$265,022$ALNY ALNYLAM PHARMACEUTICALS, INC.$228,631Exited Positions (32)
CAPITAL GROUP DIVIDEND GROWE
SIMPLIFY EXCHANGE TRADED FUN
SIMPLIFY EXCHANGE TRADED FUN
$SLV iShares Silver Trust KRANESHARES TRUST
$INTU INTUIT INC.
$ROP ROPER TECHNOLOGIES INC
$TSCO TRACTOR SUPPLY CO /DE/
$QCOM QUALCOMM INC/DE
$NOW ServiceNow, Inc.
$GSK GSK plc
$AEP AMERICAN ELECTRIC POWER CO INC
$GILD GILEAD SCIENCES, INC.
$TXN TEXAS INSTRUMENTS INC
$NMFC New Mountain Finance CorpBrowse Top Institutional Investors
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