Kathleen S. Wright Associates Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1908433
Institutional-grade research for retail investors
13F Reported Value
ⓘ$269.7M
Holdings
236
Latest Filing
2025-09-30
Filing Quarter
Q3 2025
Portfolio Overview
Kathleen S. Wright Associates Inc. disclosed 236 positions worth $269.7M in its Form 13F-HR for Q3 2025, followed by $BRK.B. During the quarter the fund opened 3 new positions and exited 12. The portfolio is most concentrated in Other (75.6% of disclosed assets). All figures are sourced directly from Kathleen S. Wright Associates Inc.’s Form 13F-HR filing with the SEC under CIK 1908433.
AI Fund Analysis
StableVANGUARD INDEX FDS
10.7% weight
Held 7 quarters
$BRK-A9.1% weight
Held 7 quarters
VANECK ETF TRUST
6.2% weight
Held 7 quarters
ISHARES TR
5.0% weight
Held 7 quarters
VANGUARD INDEX FDS
4.2% weight
Held 7 quarters
VANGUARD INDEX FDS
6 quarters accumulating
VANECK ETF TRUST
6 quarters accumulating
VANGUARD INDEX FDS
6 quarters accumulating
VANGUARD WHITEHALL FDS
6 quarters accumulating
HARTFORD FDS EXCHANGE TRAD
6 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyReal EstateConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q3 2025
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$29.0M47,275 sh- 64.5#634
Quality
$24.6M48,969 sh VANECK ETF TRUST
—Quality
$16.7M168,156 shISHARES TR
—Quality
$13.5M133,816 shVANGUARD INDEX FDS
—Quality
$11.3M23,620 shVANGUARD INDEX FDS
—Quality
$9.3M31,693 shWISDOMTREE TR
—Quality
$7.5M134,121 shVANGUARD INDEX FDS
—Quality
$7.3M22,129 shVANGUARD WHITEHALL FDS
—Quality
$7.2M79,851 sh- 73.2
Quality
$6.6M20,083 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $29.0M | 47,275 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $24.6M | 48,969 |
| VANECK ETF TRUST | — | $16.7M | 168,156 |
| ISHARES TR | — | $13.5M | 133,816 |
| VANGUARD INDEX FDS | — | $11.3M | 23,620 |
| VANGUARD INDEX FDS | — | $9.3M | 31,693 |
| WISDOMTREE TR | — | $7.5M | 134,121 |
| VANGUARD INDEX FDS | — | $7.3M | 22,129 |
| VANGUARD WHITEHALL FDS | — | $7.2M | 79,851 |
 AMERICAN EXPRESS CO$AXP | 73.2 | $6.6M | 20,083 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Kathleen S. Wright Associates Inc.'s 236 positions.
Showing top 10 of 236 holdings.
Sector Allocation
Other
$203.8M
Financials
$41.0M
Technology
$9.1M
Real Estate
$6.1M
Consumer Discretionary
$4.7M
Healthcare
$2.2M
Consumer Staples
$986,526
Communication Services
$885,514
Full Holdings — Kathleen S. Wright Associates Inc. (Q3 2025)
All 236 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 INDEX FDS | $29.0M | 10.7% | +4% | — |
| 2 | $BRK.B | BERKSHIRE HATHAWAY INC | $24.6M | 9.1% | -3% | 64.5 |
| 3 | — | VANECK ETF TRUST | $16.7M | 6.2% | +3% | — |
| 4 | — | ISHARES TR | $13.5M | 5.0% | -9% | — |
| 5 | — | VANGUARD INDEX FDS | $11.3M | 4.2% | +1% | — |
| 6 | — | VANGUARD INDEX FDS | $9.3M | 3.5% | +3% | — |
| 7 | — | WISDOMTREE TR | $7.5M | 2.8% | -0% | — |
| 8 | — | VANGUARD INDEX FDS | $7.3M | 2.7% | +4% | — |
| 9 | — | VANGUARD WHITEHALL FDS | $7.2M | 2.6% | +1% | — |
| 10 | $AXP | AMERICAN EXPRESS CO | $6.6M | 2.4% | -2% | 73.2 |
| 11 | — | SCHWAB STRATEGIC TR | $6.4M | 2.4% | +4% | — |
| 12 | — | ISHARES TR | $6.1M | 2.3% | +0% | — |
| 13 | — | SCHWAB STRATEGIC TR | $5.8M | 2.1% | +1% | — |
| 14 |  $BN | BROOKFIELD Corp /ON/ | $5.6M | 2.1% | -0% | — |
| 15 | — | EA SERIES TRUST | $4.9M | 1.8% | -1% | — |
| 16 | — | VANGUARD INDEX FDS | $3.9M | 1.4% | +4% | — |
| 17 | — | VANGUARD INDEX FDS | $3.7M | 1.4% | +1% | — |
| 18 | — | HARTFORD FDS EXCHANGE TRADED | $3.5M | 1.3% | +0% | — |
| 19 | — | DIMENSIONAL ETF TRUST | $3.5M | 1.3% | -2% | — |
| 20 |  $AMZN | AMAZON COM INC | $3.1M | 1.1% | -0% | 74.6 |
| 21 | — | ISHARES TR | $3.0M | 1.1% | -1% | — |
| 22 | — | SCHWAB STRATEGIC TR | $2.8M | 1.0% | +11% | — |
| 23 |  $V | VISA INC. | $2.7M | 1.0% | +0% | 83.5 |
| 24 |  $MKL | MARKEL GROUP INC. | $2.7M | 1.0% | -6% | 68.2 |
| 25 |  $GOOG | Alphabet Inc. | $2.6M | 1.0% | +2% | 80.2 |
| 26 | — | SPDR INDEX SHS FDS | $2.5M | 0.9% | +3% | — |
| 27 | — | WISDOMTREE TR | $2.3M | 0.9% | +0% | — |
| 28 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2.2M | 0.8% | +0% | 77.9 |
| 29 | — | VANGUARD INTL EQUITY INDEX F | $2.2M | 0.8% | -3% | — |
| 30 | — | J P MORGAN EXCHANGE TRADED F | $2.1M | 0.8% | -2% | — |
| 31 | — | DIMENSIONAL ETF TRUST | $2.1M | 0.8% | +0% | — |
| 32 | — | VANGUARD BD INDEX FDS | $2.1M | 0.8% | +2% | — |
| 33 | — | VANGUARD STAR FDS | $2.0M | 0.7% | +15% | — |
| 34 | — | VANGUARD ADMIRAL FDS INC | $2.0M | 0.7% | +0% | — |
| 35 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.6% | +16% | 72.8 |
| 36 |  $BAM | Brookfield Asset Management Ltd. | $1.6M | 0.6% | +0% | — |
| 37 | — | SPDR INDEX SHS FDS | $1.6M | 0.6% | -3% | — |
| 38 | — | ISHARES TR | $1.6M | 0.6% | -1% | — |
| 39 | — | VANGUARD WELLINGTON FD | $1.5M | 0.6% | +2% | — |
| 40 | — | DIMENSIONAL ETF TRUST | $1.5M | 0.6% | +10% | — |
| 41 | — | VANGUARD WHITEHALL FDS | $1.5M | 0.6% | +1% | — |
| 42 | — | SPDR SERIES TRUST | $1.5M | 0.6% | +12% | — |
| 43 |  $GOOGL | Alphabet Inc. | $1.5M | 0.5% | +0% | 80.2 |
| 44 | — | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.5% | +0% | — |
| 45 | — | ISHARES TR | $1.2M | 0.5% | -0% | — |
| 46 | — | DIMENSIONAL ETF TRUST | $1.2M | 0.4% | +5% | — |
| 47 | — | VANECK ETF TRUST | $1.2M | 0.4% | -0% | — |
| 48 | — | DAVIS FUNDAMENTAL ETF TR | $1.1M | 0.4% | +0% | — |
| 49 | — | VANGUARD INDEX FDS | $1.1M | 0.4% | +0% | — |
| 50 | — | ISHARES TR | $1.1M | 0.4% | +0% | — |
| 51 | — | VANGUARD SCOTTSDALE FDS | $1.1M | 0.4% | +11% | — |
| 52 | — | ISHARES TR | $1.0M | 0.4% | -0% | — |
| 53 |  $MSFT | MICROSOFT CORP | $991,874 | 0.4% | +1% | 83.7 |
| 54 | — | ISHARES TR | $963,739 | 0.4% | -3% | — |
| 55 | — | VANGUARD WHITEHALL FDS | $926,341 | 0.3% | -0% | — |
| 56 | — | DIMENSIONAL ETF TRUST | $888,940 | 0.3% | +4% | — |
| 57 | — | DIMENSIONAL ETF TRUST | $863,351 | 0.3% | +125% | — |
| 58 | — | DIMENSIONAL ETF TRUST | $814,315 | 0.3% | +0% | — |
| 59 | — | ISHARES INC | $805,768 | 0.3% | -2% | — |
| 60 | — | DAVIS FUNDAMENTAL ETF TR | $804,552 | 0.3% | +3% | — |
| 61 | — | SELECT SECTOR SPDR TR | $798,467 | 0.3% | +0% | — |
| 62 | — | VANGUARD SPECIALIZED FUNDS | $788,963 | 0.3% | +2% | — |
| 63 | — | 1/100 BERKSHIRE HTWY CLASS A | $751,045 | 0.3% | +0% | — |
| 64 | — | SPDR INDEX SHS FDS | $749,420 | 0.3% | -5% | — |
| 65 |  $COKE | Coca-Cola Consolidated, Inc. | $727,183 | 0.3% | +0% | 65.1 |
| 66 | — | WISDOMTREE TR | $651,111 | 0.2% | +0% | — |
| 67 | — | WHITE MOUNTAINS INS F | $646,782 | 0.2% | -11% | — |
| 68 | — | ISHARES TR | $594,355 | 0.2% | -3% | — |
| 69 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $583,745 | 0.2% | -21% | 70.9 |
| 70 | — | DIMENSIONAL ETF TRUST | $564,389 | 0.2% | +0% | — |
| 71 |  $BKNG | Booking Holdings Inc. | $534,090 | 0.2% | +0% | 55.3 |
| 72 |  $ROST | ROSS STORES, INC. | $513,211 | 0.2% | +0% | 71.5 |
| 73 |  $WFC | WELLS FARGO & COMPANY/MN | $503,271 | 0.2% | +0% | — |
| 74 | — | C S W INDUSTRIALS INC | $489,660 | 0.2% | +0% | — |
| 75 | — | ISHARES TR | $484,016 | 0.2% | +1% | — |
| 76 | — | ISHARES GOLD TR | $483,848 | 0.2% | +0% | — |
| 77 |  $AAPL | Apple Inc. | $476,413 | 0.2% | +0% | 76.1 |
| 78 |  $AMT | AMERICAN TOWER CORP /MA/ | $473,148 | 0.2% | -12% | 69.8 |
| 79 | — | J P MORGAN EXCHANGE TRADED F | $471,647 | 0.2% | -5% | — |
| 80 | — | NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $446,284 | 0.2% | +0% | — |
| 81 |  $MCO | MOODYS CORP /DE/ | $434,897 | 0.2% | +0% | 81.3 |
| 82 | — | ISHARES TR | $413,646 | 0.1% | +0% | — |
| 83 |  $VZ | VERIZON COMMUNICATIONS INC | $403,495 | 0.1% | -1% | 71.6 |
| 84 | — | VANGUARD INTL EQUITY INDEX F | $399,319 | 0.1% | +0% | — |
| 85 |  $CSGP | COSTAR GROUP, INC. | $375,125 | 0.1% | -10% | 49.5 |
| 86 | — | VANGUARD ADMIRAL FDS INC | $367,906 | 0.1% | +0% | — |
| 87 | — | LATTICE STRATEGIES TR | $356,443 | 0.1% | +0% | — |
| 88 | — | SPDR SERIES TRUST | $353,222 | 0.1% | +0% | — |
| 89 |  $DIS | Walt Disney Co | $352,088 | 0.1% | +0% | 68.9 |
| 90 | — | ISHARES TR | $351,706 | 0.1% | +0% | — |
| 91 | — | DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $330,742 | 0.1% | +0% | — |
| 92 | — | DIMENSIONAL ETF TRUST | $328,394 | 0.1% | +0% | — |
| 93 | — | ISHARES TR | $319,902 | 0.1% | +8% | — |
| 94 |  $PFE | PFIZER INC | $289,717 | 0.1% | +0% | 69 |
| 95 |  $MA | Mastercard Inc | $289,341 | 0.1% | +0% | 81.7 |
| 96 |  $SCHW | SCHWAB CHARLES CORP | $285,938 | 0.1% | +0% | 77.2 |
| 97 | — | LATTICE STRATEGIES TR | $283,916 | 0.1% | +0% | — |
| 98 | — | VANGUARD INDEX FDS | $283,854 | 0.1% | +0% | — |
| 99 |  $DKS | DICK'S SPORTING GOODS, INC. | $277,775 | 0.1% | +0% | 67.9 |
| 100 | — | INVESCO EXCHANGE TRADED FD T | $273,628 | 0.1% | +0% | — |
| 101 | — | PIMCO EQUITY SER | $271,670 | 0.1% | +0% | — |
| 102 |  $BX | Blackstone Inc. | $258,667 | 0.1% | +0% | 68 |
| 103 |  $AFRM | Affirm Holdings, Inc. | $243,576 | 0.1% | -18% | 71.7 |
| 104 | — | ISHARES TR | $243,172 | 0.1% | +6% | — |
| 105 |  $UBER | Uber Technologies, Inc | $226,409 | 0.1% | +0% | 79.3 |
| 106 | — | SCHWAB STRATEGIC TR | $223,088 | 0.1% | -3% | — |
| 107 | — | LATTICE STRATEGIES TR | $220,118 | 0.1% | +0% | — |
| 108 | — | ISHARES INC | $205,940 | 0.1% | +0% | — |
| 109 | — | AMERICAN CENTY ETF TR | $201,164 | 0.1% | +0% | — |
| 110 | — | ISHARES TR | $188,570 | 0.1% | +2% | — |
| 111 | — | ISHARES TR | $186,117 | 0.1% | -1% | — |
| 112 |  $DEO | DIAGEO PLC | $164,646 | 0.1% | +105% | — |
| 113 | — | DAVIS FUNDAMENTAL ETF TR | $141,313 | 0.1% | +0% | — |
| 114 | — | ISHARES TR | $139,783 | 0.1% | +0% | — |
| 115 | — | 2023 ETF SERIES TRUST II | $138,354 | 0.1% | +88% | — |
| 116 | — | DIMENSIONAL ETF TRUST | $128,484 | 0.1% | +0% | — |
| 117 | — | ISHARES TR | $126,794 | 0.1% | +0% | — |
| 118 | — | VANGUARD WORLD FD | $125,860 | 0.1% | +0% | — |
| 119 |  $NFLX | NETFLIX INC | $123,528 | 0.1% | +0% | 86.7 |
| 120 | — | SCHWAB STRATEGIC TR | $120,532 | 0.0% | +0% | — |
| 121 | — | VANGUARD SCOTTSDALE FDS | $120,060 | 0.0% | +0% | — |
| 122 |  $AMAT | APPLIED MATERIALS INC /DE | $119,177 | 0.0% | +0% | 74.8 |
| 123 |  $CB | Chubb Ltd | $118,545 | 0.0% | +0% | — |
| 124 |  $GHC | Graham Holdings Co | $117,731 | 0.0% | +0% | 62 |
| 125 |  $NSC | NORFOLK SOUTHERN CORP | $113,185 | 0.0% | -40% | 70.8 |
| 126 |  $TSLA | Tesla, Inc. | $105,843 | 0.0% | -9% | 50.1 |
| 127 |  $PANW | Palo Alto Networks Inc | $105,068 | 0.0% | +0% | 66.5 |
| 128 | — | DIMENSIONAL ETF TRUST | $103,795 | 0.0% | +86% | — |
| 129 |  $NVDA | NVIDIA CORP | $99,447 | 0.0% | -5% | 90.2 |
| 130 |  $COR | Cencora, Inc. | $94,697 | 0.0% | +0% | 59.6 |
| 131 | — | ALPS ETF TR | $93,860 | 0.0% | +0% | — |
| 132 | — | ISHARES TR | $79,780 | 0.0% | +0% | — |
| 133 |  $WDC | WESTERN DIGITAL CORP | $74,077 | 0.0% | +0% | 76.8 |
| 134 |  $TGT | TARGET CORP | $71,760 | 0.0% | -20% | 53.1 |
| 135 | — | SPDR SERIES TRUST | $70,887 | 0.0% | +0% | — |
| 136 |  $FTNT | Fortinet, Inc. | $70,291 | 0.0% | +0% | 78.1 |
| 137 |  $FLEX | FLEX LTD. | $68,347 | 0.0% | +0% | — |
| 138 | — | RBB FUND TRUST | $66,419 | 0.0% | +44% | — |
| 139 |  $CORT | CORCEPT THERAPEUTICS INC | $65,324 | 0.0% | +0% | 55.4 |
| 140 | — | SPDR SERIES TRUST | $64,055 | 0.0% | +0% | — |
| 141 |  $ACM | AECOM | $62,626 | 0.0% | +0% | 58.2 |
| 142 | — | EA SERIES TRUST | $60,336 | 0.0% | +0% | — |
| 143 |  $AUR | Aurora Innovation, Inc. | $57,716 | 0.0% | +0% | 9.8 |
| 144 |  $BDX | BECTON DICKINSON & CO | $56,151 | 0.0% | +0% | 50.7 |
| 145 |  $ABBV | AbbVie Inc. | $53,717 | 0.0% | +0% | 59.3 |
| 146 |  $LDOS | Leidos Holdings, Inc. | $53,098 | 0.0% | +0% | 73.4 |
| 147 | — | PERNOD RICARD FIN S A FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $52,404 | 0.0% | +0% | — |
| 148 | — | ISHARES TR | $50,604 | 0.0% | +0% | — |
| 149 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $50,604 | 0.0% | +0% | 75.1 |
| 150 |  $SNX | TD SYNNEX CORP | $49,780 | 0.0% | +0% | 55.2 |
| 151 |  $SPGI | S&P Global Inc. | $48,144 | 0.0% | +0% | 79.4 |
| 152 |  $META | Meta Platforms, Inc. | $47,735 | 0.0% | -24% | 80.9 |
| 153 |  $FFIV | F5, INC. | $46,539 | 0.0% | +0% | 70 |
| 154 |  $MHK | MOHAWK INDUSTRIES INC | $45,122 | 0.0% | +0% | 56.8 |
| 155 |  $CMI | CUMMINS INC | $44,349 | 0.0% | +0% | 58.9 |
| 156 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $42,691 | 0.0% | +0% | 65.9 |
| 157 |  $FCN | FTI CONSULTING, INC | $41,544 | 0.0% | +0% | 55.2 |
| 158 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $39,659 | 0.0% | +0% | — |
| 159 | — | ETF OPPORTUNITIES TRUST | $38,150 | 0.0% | NEW | — |
| 160 |  $FBRT | Franklin BSP Realty Trust, Inc. | $37,196 | 0.0% | +0% | 57 |
| 161 |  $CARG | CarGurus, Inc. | $36,820 | 0.0% | +0% | 66.8 |
| 162 | — | VANGUARD INDEX FDS | $36,568 | 0.0% | +0% | — |
| 163 |  $AX | Axos Financial, Inc. | $36,061 | 0.0% | +0% | 34.3 |
| 164 | — | CHECK POINT SOFTWARE TECH LT | $35,589 | 0.0% | +0% | — |
| 165 |  $AMD | ADVANCED MICRO DEVICES INC | $34,623 | 0.0% | +5% | 78.8 |
| 166 | — | VANGUARD TAX-MANAGED FDS | $33,735 | 0.0% | +0% | — |
| 167 | — | VANECK ETF TRUST | $32,636 | 0.0% | +0% | — |
| 168 | — | ISHARES TR | $31,659 | 0.0% | +0% | — |
| 169 |  $TTEK | TETRA TECH INC | $31,210 | 0.0% | +0% | 63 |
| 170 | — | GRAYSCALE BITCOIN MINI TR ET | $31,137 | 0.0% | +0% | — |
| 171 |  $MS | MORGAN STANLEY | $30,520 | 0.0% | +0% | — |
| 172 | — | ISHARES TR | $30,404 | 0.0% | +0% | — |
| 173 |  $HCXY | Hercules Capital, Inc. | $29,878 | 0.0% | +0% | — |
| 174 |  $AVGO | Broadcom Inc. | $29,692 | 0.0% | +0% | 86.4 |
| 175 |  $ASML | ASML HOLDING NV | $29,043 | 0.0% | +0% | — |
| 176 |  $CRM | Salesforce, Inc. | $27,729 | 0.0% | +0% | 75.2 |
| 177 |  $ISRG | INTUITIVE SURGICAL INC | $26,834 | 0.0% | +0% | 81.4 |
| 178 | — | SPDR GOLD TR | $26,660 | 0.0% | +0% | — |
| 179 | — | WISDOMTREE TR | $26,558 | 0.0% | +0% | — |
| 180 |  $CAT | CATERPILLAR INC | $25,766 | 0.0% | +0% | 67.8 |
| 181 |  $DUK | Duke Energy CORP | $25,493 | 0.0% | +0% | 64 |
| 182 |  $VRSK | Verisk Analytics, Inc. | $24,334 | 0.0% | +0% | 77.3 |
| 183 |  $RITM | Rithm Capital Corp. | $22,780 | 0.0% | +0% | 52 |
| 184 |  $SUPN | SUPERNUS PHARMACEUTICALS, INC. | $22,700 | 0.0% | +0% | 45.3 |
| 185 |  $COF | CAPITAL ONE FINANCIAL CORP | $21,683 | 0.0% | +0% | 71 |
| 186 | — | SCHWAB STRATEGIC TR | $21,619 | 0.0% | +0% | — |
| 187 | — | FIDELITY COVINGTON TRUST | $21,393 | 0.0% | NEW | — |
| 188 | — | ISHARES TR | $18,993 | 0.0% | +0% | — |
| 189 | — | SCHWAB STRATEGIC TR | $17,450 | 0.0% | +0% | — |
| 190 | — | VANGUARD MUN BD FDS | $17,374 | 0.0% | +0% | — |
| 191 |  $SYY | SYSCO CORP | $16,962 | 0.0% | +0% | 58.4 |
| 192 |  $FCX | FREEPORT-MCMORAN INC | $16,904 | 0.0% | +0% | 73.1 |
| 193 |  $NVO | NOVO NORDISK A S | $16,758 | 0.0% | +0% | — |
| 194 |  $CF | CF Industries Holdings, Inc. | $15,698 | 0.0% | +0% | 76.8 |
| 195 |  $UNP | UNION PACIFIC CORP | $15,364 | 0.0% | +0% | 74 |
| 196 | — | NEXTRACKER INC | $15,168 | 0.0% | +0% | — |
| 197 |  $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | $14,830 | 0.0% | +0% | — |
| 198 | — | ISHARES TR | $14,414 | 0.0% | +0% | — |
| 199 | — | ISHARES INC | $14,025 | 0.0% | +0% | — |
| 200 |  $COST | COSTCO WHOLESALE CORP /NEW | $13,884 | 0.0% | +0% | 67 |
| 201 | — | SCHWAB STRATEGIC TR | $13,876 | 0.0% | +0% | — |
| 202 |  $BA | BOEING CO | $13,813 | 0.0% | +0% | 51.8 |
| 203 |  $SHEL | Shell plc | $13,519 | 0.0% | +0% | — |
| 204 | — | ISHARES TR | $13,022 | 0.0% | +0% | — |
| 205 | — | INVESCO EXCH TRADED FD TR II | $12,837 | 0.0% | +0% | — |
| 206 |  $MPC | Marathon Petroleum Corp | $12,143 | 0.0% | +0% | 50.7 |
| 207 |  $HURN | Huron Consulting Group Inc. | $11,742 | 0.0% | +0% | 55.5 |
| 208 | — | ISHARES TR | $10,242 | 0.0% | +0% | — |
| 209 |  $HST | HOST HOTELS & RESORTS, INC. | $10,013 | 0.0% | +1% | 72.6 |
| 210 |  $GBTC | Grayscale Bitcoin Trust ETF | $9,875 | 0.0% | +0% | — |
| 211 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $8,775 | 0.0% | +0% | 75.4 |
| 212 |  $EQT | EQT Corp | $8,382 | 0.0% | -54% | 83.3 |
| 213 | — | ISHARES INC | $8,174 | 0.0% | +0% | — |
| 214 |  $TTE | TotalEnergies SE | $8,058 | 0.0% | +0% | — |
| 215 | — | ISHARES TR | $8,041 | 0.0% | -99% | — |
| 216 | — | SELECT SECTOR SPDR TR | $7,994 | 0.0% | +0% | — |
| 217 |  $PDSB | PDS Biotechnology Corp | $7,070 | 0.0% | +0% | — |
| 218 | — | SCHWAB STRATEGIC TR | $7,033 | 0.0% | +0% | — |
| 219 | — | INVESCO EXCHANGE TRADED FD T | $6,555 | 0.0% | +0% | — |
| 220 |  $IBIT | iShares Bitcoin Trust ETF | $6,500 | 0.0% | +0% | — |
| 221 | — | TIDAL TRUST I | $6,330 | 0.0% | +0% | — |
| 222 |  $CCZ | COMCAST CORP | $5,844 | 0.0% | +0% | 70.4 |
| 223 | — | FIDELITY COVINGTON TRUST | $5,545 | 0.0% | NEW | — |
| 224 |  $SYF | Synchrony Financial | $5,471 | 0.0% | +0% | — |
| 225 |  $COP | CONOCOPHILLIPS | $5,013 | 0.0% | +0% | 74.8 |
| 226 | — | SCHWAB STRATEGIC TR | $2,934 | 0.0% | +0% | — |
| 227 | — | BROOKFIELD WEALTH SOL LTD | $2,671 | 0.0% | +0% | — |
| 228 |  $BAX | BAXTER INTERNATIONAL INC | $2,277 | 0.0% | +0% | 45.7 |
| 229 |  $F | FORD MOTOR CO | $1,398 | 0.0% | +0% | 58.5 |
| 230 | — | ISHARES TR | $875 | 0.0% | +0% | — |
| 231 | $DIS | Walt Disney Co | $559 | 0.0% | +0% | 68.9 |
| 232 |  $HAS | HASBRO, INC. | $528 | 0.0% | +0% | 43.1 |
| 233 |  $NWL | NEWELL BRANDS INC. | $506 | 0.0% | +0% | 41.3 |
| 234 |  $MAT | MATTEL INC /DE/ | $421 | 0.0% | +0% | 54 |
| 235 | — | ISHARES INC | $204 | 0.0% | +0% | — |
| 236 |  $NIO | NIO Inc. | $76 | 0.0% | +0% | — |
New Positions (3)
ETF OPPORTUNITIES TRUST$38,150
FIDELITY COVINGTON TRUST$21,393
FIDELITY COVINGTON TRUST$5,545
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