Perfromance Wealth Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1908765
Institutional-grade research for retail investors
13F Reported Value
ⓘ$3.4B
Holdings
212
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Perfromance Wealth Partners, LLC disclosed 212 positions worth $3.4B in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 28.9% of the equity portfolio. During the quarter the fund opened 13 new positions and exited 4 — including a new stake in $CVX and a full exit from $CYBR. The portfolio is most concentrated in Technology (54.8% of disclosed assets). All figures are sourced directly from Perfromance Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1908765.
AI Fund Analysis
Diversifying
$AAPL28.9% weight
Held 9 quarters
VANGUARD INDEX FDS
16.1% weight
Held 9 quarters
$NVDA7.2% weight
Held 9 quarters
$GOOG6.8% weight
Held 9 quarters
$AMZN6.1% weight
Held 9 quarters
$GS8 quarters accumulating
$JPM8 quarters accumulating
$BAC5 quarters accumulating
VANGUARD TAX-MANAGED FDS
5 quarters accumulating
$ABT5 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$996.0M3,924,612 sh VANGUARD INDEX FDS
—Quality
$556.6M1,274,384 sh- 90.2#1
Quality
$246.4M1,412,739 sh - 80.2
Quality
$233.2M813,043 sh - 74.6
Quality
$208.9M1,003,185 sh - 83.7
Quality
$168.5M455,098 sh - —
Quality
$117.8M139,238 sh - 70.1
Quality
$104.8M120,106 sh - 64.5
Quality
$84.3M175,910 sh VANGUARD SPECIALIZED FUNDS
—Quality
$68.3M317,389 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $996.0M | 3,924,612 |
| VANGUARD INDEX FDS | — | $556.6M | 1,274,384 |
| NVIDIA CORP$NVDA | 90.2#1 | $246.4M | 1,412,739 |
 Alphabet Inc.$GOOGL | 80.2 | $233.2M | 813,043 |
| AMAZON COM INC$AMZN | 74.6 | $208.9M | 1,003,185 |
 MICROSOFT CORP$MSFT | 83.7 | $168.5M | 455,098 |
| GOLDMAN SACHS GROUP INC$GS | — | $117.8M | 139,238 |
 GE Vernova Inc.$GEV | 70.1 | $104.8M | 120,106 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $84.3M | 175,910 |
| VANGUARD SPECIALIZED FUNDS | — | $68.3M | 317,389 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Perfromance Wealth Partners, LLC's 212 positions.
Showing top 10 of 212 holdings.
Sector Allocation
Technology
$1.9B
Other
$822.5M
Financials
$350.9M
Consumer Discretionary
$304.0M
Industrials
$26.1M
Healthcare
$21.3M
Energy
$14.8M
Materials
$6.7M
Full Holdings — Perfromance Wealth Partners, LLC (Q1 2026)
All 212 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 | $AAPL | Apple Inc. | $996.0M | 28.9% | -1% | 76.1 |
| 2 | — | VANGUARD INDEX FDS | $556.6M | 16.1% | -0% | — |
| 3 | $NVDA | NVIDIA CORP | $246.4M | 7.2% | +0% | 90.2 |
| 4 | $GOOGL | Alphabet Inc. | $233.2M | 6.8% | -0% | 80.2 |
| 5 | $AMZN | AMAZON COM INC | $208.9M | 6.1% | -1% | 74.6 |
| 6 | $MSFT | MICROSOFT CORP | $168.5M | 4.9% | -2% | 83.7 |
| 7 | $GS | GOLDMAN SACHS GROUP INC | $117.8M | 3.4% | +1% | — |
| 8 | $GEV | GE Vernova Inc. | $104.8M | 3.0% | +27% | 70.1 |
| 9 | $BRK.B | BERKSHIRE HATHAWAY INC | $84.3M | 2.5% | -1% | 64.5 |
| 10 | — | VANGUARD SPECIALIZED FUNDS | $68.3M | 2.0% | +1% | — |
| 11 |  $COST | COSTCO WHOLESALE CORP /NEW | $67.2M | 1.9% | -1% | 67 |
| 12 | $JPM | JPMORGAN CHASE & CO | $63.6M | 1.9% | +1% | 35.6 |
| 13 |  $AVGO | Broadcom Inc. | $53.8M | 1.6% | +2% | 86.4 |
| 14 |  $META | Meta Platforms, Inc. | $43.9M | 1.3% | -3% | 80.9 |
| 15 |  $IVZ | Invesco Ltd. | $39.7M | 1.1% | +5% | — |
| 16 | — | SELECT SECTOR SPDR TR | $33.4M | 1.0% | +9125% | — |
| 17 | — | VANGUARD WHITEHALL FDS | $20.2M | 0.6% | -0% | — |
| 18 | — | ISHARES TR | $19.5M | 0.6% | +10% | — |
| 19 |  $WMT | Walmart Inc. | $18.0M | 0.5% | +16% | 63.2 |
| 20 |  $V | VISA INC. | $17.8M | 0.5% | +4% | 83.5 |
| 21 | — | VANGUARD INDEX FDS | $16.6M | 0.5% | +18% | — |
| 22 | — | VANGUARD INDEX FDS | $14.0M | 0.4% | +416% | — |
| 23 | $GOOG | Alphabet Inc. | $11.8M | 0.3% | +2% | 80.2 |
| 24 | — | VANGUARD INDEX FDS | $10.5M | 0.3% | -1% | — |
| 25 |  $SPY | SPDR S&P 500 ETF TRUST | $10.4M | 0.3% | -1% | — |
| 26 | — | FIDELITY COVINGTON TRUST | $10.0M | 0.3% | +21% | — |
| 27 |  $XOM | EXXON MOBIL CORP | $7.9M | 0.2% | +865% | 61.8 |
| 28 |  $ABBV | AbbVie Inc. | $5.7M | 0.2% | -3% | 59.3 |
| 29 |  $CVX | CHEVRON CORP | $5.7M | 0.2% | NEW | 54.7 |
| 30 | — | ISHARES TR | $5.6M | 0.2% | -1% | — |
| 31 |  $PH | Parker-Hannifin Corp | $5.1M | 0.1% | -5% | 73.8 |
| 32 |  $TSLA | Tesla, Inc. | $5.1M | 0.1% | +1% | 50.1 |
| 33 | $BAC | BANK OF AMERICA CORP /DE/ | $4.6M | 0.1% | +69% | 68.4 |
| 34 |  $GE | GENERAL ELECTRIC CO | $4.5M | 0.1% | +42% | 74.8 |
| 35 |  $PLTR | Palantir Technologies Inc. | $4.5M | 0.1% | +1% | 85.8 |
| 36 | — | ISHARES TR | $4.1M | 0.1% | +24% | — |
| 37 |  $LLY | ELI LILLY & Co | $4.1M | 0.1% | +3% | 89.3 |
| 38 |  $AMD | ADVANCED MICRO DEVICES INC | $3.6M | 0.1% | +4% | 78.8 |
| 39 | $IVZ | Invesco Ltd. | $3.6M | 0.1% | +71% | — |
| 40 | — | SCHWAB STRATEGIC TR | $3.5M | 0.1% | -4% | — |
| 41 | — | ISHARES TR | $3.4M | 0.1% | +4% | — |
| 42 | — | VANGUARD INDEX FDS | $3.4M | 0.1% | +2% | — |
| 43 |  $CME | CME GROUP INC. | $3.3M | 0.1% | +0% | 74.5 |
| 44 |  $HD | HOME DEPOT, INC. | $3.2M | 0.1% | +15% | 69.2 |
| 45 | — | VANGUARD TAX-MANAGED FDS | $3.1M | 0.1% | +247% | — |
| 46 | — | SELECT SECTOR SPDR TR | $3.1M | 0.1% | +261% | — |
| 47 |  $LMT | LOCKHEED MARTIN CORP | $3.0M | 0.1% | +4% | 65 |
| 48 | $META | Meta Platforms, Inc. | $3.0M | 0.1% | +0% | 80.9 |
| 49 | — | SCHWAB STRATEGIC TR | $2.9M | 0.1% | +49% | — |
| 50 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.8M | 0.1% | -4% | — |
| 51 |  $MCD | MCDONALDS CORP | $2.6M | 0.1% | +161% | 73.9 |
| 52 | — | ISHARES TR | $2.5M | 0.1% | -3% | — |
| 53 |  $FSLR | FIRST SOLAR, INC. | $2.5M | 0.1% | -2% | 73.8 |
| 54 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.5M | 0.1% | -3% | 66.7 |
| 55 |  $GLW | CORNING INC /NY | $2.2M | 0.1% | -16% | 72.7 |
| 56 |  $KO | COCA COLA CO | $2.1M | 0.1% | +100% | 74 |
| 57 |  $AEM | AGNICO EAGLE MINES LTD | $2.1M | 0.1% | +0% | — |
| 58 |  $IDXX | IDEXX LABORATORIES INC /DE | $2.1M | 0.1% | +0% | 73.6 |
| 59 | — | VANGUARD MALVERN FDS | $2.1M | 0.1% | +0% | — |
| 60 | — | ISHARES TR | $2.1M | 0.1% | -1% | — |
| 61 | — | ISHARES TR | $2.0M | 0.1% | +1% | — |
| 62 | $ABT | ABBOTT LABORATORIES | $2.0M | 0.1% | +16% | 67 |
| 63 |  $AMAT | APPLIED MATERIALS INC /DE | $1.9M | 0.1% | +3% | 74.8 |
| 64 | — | SELECT SECTOR SPDR TR | $1.9M | 0.1% | +0% | — |
| 65 |  $SCHW | SCHWAB CHARLES CORP | $1.8M | 0.1% | +144% | 77.2 |
| 66 |  $TFPM | Triple Flag Precious Metals Corp. | $1.8M | 0.1% | +0% | — |
| 67 |  $CAT | CATERPILLAR INC | $1.7M | 0.1% | +7% | 67.8 |
| 68 | — | VANGUARD INDEX FDS | $1.7M | 0.1% | +21% | — |
| 69 |  $ULTA | Ulta Beauty, Inc. | $1.6M | 0.1% | -5% | 66.6 |
| 70 | — | ISHARES TR | $1.5M | 0.0% | -11% | — |
| 71 |  $JNJ | JOHNSON & JOHNSON | $1.5M | 0.0% | NEW | 72.8 |
| 72 |  $NFLX | NETFLIX INC | $1.5M | 0.0% | +104% | 86.7 |
| 73 |  $DXCM | DEXCOM INC | $1.5M | 0.0% | -8% | 77.9 |
| 74 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $1.4M | 0.0% | +0% | — |
| 75 |  $MCK | MCKESSON CORP | $1.3M | 0.0% | +7% | 63.7 |
| 76 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.0% | +40% | 72.9 |
| 77 | — | ISHARES TR | $1.3M | 0.0% | +4% | — |
| 78 |  $WPM | Wheaton Precious Metals Corp. | $1.3M | 0.0% | +0% | — |
| 79 | $IVZ | Invesco Ltd. | $1.2M | 0.0% | +0% | — |
| 80 |  $ACN | Accenture plc | $1.2M | 0.0% | -1% | — |
| 81 | — | ISHARES TR | $1.2M | 0.0% | -7% | — |
| 82 |  $PANW | Palo Alto Networks Inc | $1.2M | 0.0% | +118% | 66.5 |
| 83 |  $AMGN | AMGEN INC | $1.1M | 0.0% | +0% | 79.5 |
| 84 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $963,495 | 0.0% | +16% | — |
| 85 |  $TXN | TEXAS INSTRUMENTS INC | $951,314 | 0.0% | -13% | 70.4 |
| 86 | — | ISHARES TR | $936,846 | 0.0% | -1% | — |
| 87 |  $NVO | NOVO NORDISK A S | $922,058 | 0.0% | -1% | — |
| 88 |  $ROST | ROSS STORES, INC. | $898,490 | 0.0% | -10% | 71.5 |
| 89 |  $SLV | iShares Silver Trust | $889,500 | 0.0% | +8% | — |
| 90 | — | VANGUARD WORLD FD | $875,639 | 0.0% | -1% | — |
| 91 |  $MA | Mastercard Inc | $854,419 | 0.0% | -10% | 81.7 |
| 92 |  $APO | Apollo Global Management, Inc. | $845,255 | 0.0% | +0% | 55.7 |
| 93 |  $GRBK | Green Brick Partners, Inc. | $837,850 | 0.0% | +0% | 63.1 |
| 94 |  $NVMI | NOVA LTD. | $770,847 | 0.0% | +0% | — |
| 95 |  $PEB | Pebblebrook Hotel Trust | $770,165 | 0.0% | +20% | 45.3 |
| 96 |  $CRM | Salesforce, Inc. | $745,747 | 0.0% | -22% | 75.2 |
| 97 |  $GD | GENERAL DYNAMICS CORP | $743,685 | 0.0% | -5% | 73 |
| 98 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.0% | +0% | 64.5 |
| 99 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $714,911 | 0.0% | +0% | 76.6 |
| 100 | — | PIMCO ETF TR | $696,379 | 0.0% | +0% | — |
| 101 | — | SELECT SECTOR SPDR TR | $691,672 | 0.0% | +6% | — |
| 102 |  $BA | BOEING CO | $688,843 | 0.0% | -1% | 51.8 |
| 103 |  $UPS | UNITED PARCEL SERVICE INC | $685,315 | 0.0% | +5% | 58.2 |
| 104 | — | ISHARES TR | $671,137 | 0.0% | +0% | — |
| 105 | — | ISHARES TR | $668,850 | 0.0% | +0% | — |
| 106 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $657,394 | 0.0% | +1% | 66.4 |
| 107 |  $ITW | ILLINOIS TOOL WORKS INC | $645,259 | 0.0% | -6% | 71.2 |
| 108 | — | ISHARES TR | $615,992 | 0.0% | +0% | — |
| 109 | — | VANGUARD BD INDEX FDS | $614,747 | 0.0% | +21% | — |
| 110 |  $RTX | RTX Corp | $614,386 | 0.0% | -8% | 70 |
| 111 |  $CMI | CUMMINS INC | $596,664 | 0.0% | +5% | 58.9 |
| 112 |  $MS | MORGAN STANLEY | $581,755 | 0.0% | +3% | — |
| 113 |  $UBER | Uber Technologies, Inc | $579,252 | 0.0% | -1% | 79.3 |
| 114 |  $CSCO | CISCO SYSTEMS, INC. | $570,875 | 0.0% | +25% | 72.3 |
| 115 |  $HON | HONEYWELL INTERNATIONAL INC | $569,144 | 0.0% | +0% | 65.7 |
| 116 |  $PGR | PROGRESSIVE CORP/OH/ | $553,288 | 0.0% | -3% | 83.6 |
| 117 |  $NTRS | NORTHERN TRUST CORP | $524,504 | 0.0% | +1% | 71.8 |
| 118 |  $RRX | REGAL REXNORD CORP | $520,770 | 0.0% | +1% | 53.8 |
| 119 | — | ISHARES TR | $520,297 | 0.0% | +0% | — |
| 120 |  $MET | METLIFE INC | $505,288 | 0.0% | +0% | 73.9 |
| 121 |  $IRM | IRON MOUNTAIN INC | $504,674 | 0.0% | +0% | 50.7 |
| 122 | — | ISHARES TR | $495,468 | 0.0% | +9% | — |
| 123 |  $APH | AMPHENOL CORP /DE/ | $487,964 | 0.0% | +15% | 80.5 |
| 124 |  $LNT | ALLIANT ENERGY CORP | $477,204 | 0.0% | +0% | 56.7 |
| 125 |  $QCOM | QUALCOMM INC/DE | $476,486 | 0.0% | -0% | 81.9 |
| 126 | — | SPDR SERIES TRUST | $474,460 | 0.0% | -6% | — |
| 127 | — | ISHARES TR | $474,323 | 0.0% | -8% | — |
| 128 |  $ECL | ECOLAB INC. | $472,452 | 0.0% | -5% | 64.3 |
| 129 |  $DVA | DAVITA INC. | $461,070 | 0.0% | +0% | 57.5 |
| 130 |  $SBUX | STARBUCKS CORP | $448,950 | 0.0% | +5% | 54.6 |
| 131 | — | ISHARES INC | $447,817 | 0.0% | +0% | — |
| 132 |  $BX | Blackstone Inc. | $445,220 | 0.0% | -15% | 68 |
| 133 |  $WM | WASTE MANAGEMENT INC | $440,967 | 0.0% | +0% | 70.7 |
| 134 | — | ISHARES TR | $440,495 | 0.0% | +4% | — |
| 135 |  $PEP | PEPSICO INC | $435,744 | 0.0% | -1% | 62.7 |
| 136 |  $WT | WisdomTree, Inc. | $431,249 | 0.0% | -1% | 62.9 |
| 137 | — | ISHARES TR | $417,868 | 0.0% | +0% | — |
| 138 | — | ISHARES TR | $413,518 | 0.0% | +0% | — |
| 139 |  $MSI | Motorola Solutions, Inc. | $409,668 | 0.0% | +9% | 73.8 |
| 140 |  $FERG | Ferguson Enterprises Inc. /DE/ | $407,039 | 0.0% | +1% | 58.9 |
| 141 |  $COP | CONOCOPHILLIPS | $403,339 | 0.0% | +1% | 74.8 |
| 142 |  $COF | CAPITAL ONE FINANCIAL CORP | $400,174 | 0.0% | +1% | 71 |
| 143 |  $AMP | AMERIPRISE FINANCIAL INC | $395,516 | 0.0% | +0% | 70.2 |
| 144 | $WT | WisdomTree, Inc. | $393,052 | 0.0% | -7% | 62.9 |
| 145 |  $LULU | lululemon athletica inc. | $390,405 | 0.0% | NEW | 62.9 |
| 146 | — | SPDR SERIES TRUST | $385,442 | 0.0% | +0% | — |
| 147 |  $TJX | TJX COMPANIES INC /DE/ | $381,683 | 0.0% | +8% | 70.7 |
| 148 | — | ISHARES TR | $381,584 | 0.0% | +211% | — |
| 149 | — | ISHARES TR | $372,573 | 0.0% | -3% | — |
| 150 |  $HCA | HCA Healthcare, Inc. | $355,826 | 0.0% | +1% | 70.5 |
| 151 |  $ADP | AUTOMATIC DATA PROCESSING INC | $349,266 | 0.0% | -2% | 77.9 |
| 152 |  $MRVL | Marvell Technology, Inc. | $348,275 | 0.0% | +16% | 77.3 |
| 153 |  $SHOP | SHOPIFY INC. | $343,642 | 0.0% | -19% | — |
| 154 |  $BMO | BANK OF MONTREAL /CAN/ | $338,350 | 0.0% | +0% | — |
| 155 |  $ALB | ALBEMARLE CORP | $336,978 | 0.0% | -6% | 50.2 |
| 156 | — | VANGUARD INDEX FDS | $334,348 | 0.0% | +46% | — |
| 157 |  $HSY | HERSHEY CO | $326,387 | 0.0% | +2% | 59.4 |
| 158 |  $AXP | AMERICAN EXPRESS CO | $325,247 | 0.0% | +0% | 73.2 |
| 159 |  $AAL | American Airlines Group Inc. | $323,435 | 0.0% | +0% | 50.6 |
| 160 |  $VRT | Vertiv Holdings Co | $322,704 | 0.0% | +1% | 82.7 |
| 161 |  $TMUS | T-Mobile US, Inc. | $321,818 | 0.0% | +0% | 72.7 |
| 162 | — | SELECT SECTOR SPDR TR | $320,619 | 0.0% | +0% | — |
| 163 |  $IBIT | iShares Bitcoin Trust ETF | $311,356 | 0.0% | +12% | — |
| 164 |  $PYPL | PayPal Holdings, Inc. | $308,412 | 0.0% | -7% | 70.5 |
| 165 |  $CEG | Constellation Energy Corp | $304,382 | 0.0% | +0% | 62.5 |
| 166 |  $AMX | AMERICA MOVIL SAB DE CV/ | $300,664 | 0.0% | +0% | — |
| 167 | — | VANGUARD INDEX FDS | $293,526 | 0.0% | -3% | — |
| 168 |  $CRH | CRH PUBLIC LTD CO | $287,819 | 0.0% | +0% | — |
| 169 | — | VANGUARD ADMIRAL FDS INC | $279,675 | 0.0% | +0% | — |
| 170 |  $WTFC | WINTRUST FINANCIAL CORP | $277,880 | 0.0% | +0% | 34.1 |
| 171 |  $MU | MICRON TECHNOLOGY INC | $273,313 | 0.0% | +8% | 88.4 |
| 172 | — | ISHARES TR | $273,204 | 0.0% | -5% | — |
| 173 | — | ISHARES TR | $268,515 | 0.0% | +0% | — |
| 174 |  $ED | CONSOLIDATED EDISON INC | $262,578 | 0.0% | +0% | 71.6 |
| 175 |  $PFE | PFIZER INC | $262,183 | 0.0% | -2% | 69 |
| 176 |  $ENS | EnerSys | $262,160 | 0.0% | +0% | 56 |
| 177 |  $GLD | SPDR GOLD TRUST | $262,047 | 0.0% | NEW | — |
| 178 |  $ORCL | ORACLE CORP | $258,965 | 0.0% | -99% | 67.2 |
| 179 |  $PWR | QUANTA SERVICES, INC. | $258,588 | 0.0% | NEW | 62.6 |
| 180 |  $RSG | REPUBLIC SERVICES, INC. | $256,472 | 0.0% | +1% | 72 |
| 181 | — | ISHARES TR | $254,089 | 0.0% | -24% | — |
| 182 | — | VANGUARD SCOTTSDALE FDS | $246,595 | 0.0% | +4% | — |
| 183 |  $SYK | STRYKER CORP | $245,379 | 0.0% | -8% | 69.8 |
| 184 |  $MO | ALTRIA GROUP, INC. | $244,691 | 0.0% | +0% | 72.1 |
| 185 | — | ISHARES TR | $240,461 | 0.0% | +0% | — |
| 186 | — | ISHARES TR | $240,246 | 0.0% | +0% | — |
| 187 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $239,881 | 0.0% | +0% | 60.9 |
| 188 |  $COKE | Coca-Cola Consolidated, Inc. | $239,675 | 0.0% | NEW | 65.1 |
| 189 |  $T | AT&T INC. | $229,858 | 0.0% | NEW | 71.9 |
| 190 |  $COR | Cencora, Inc. | $229,636 | 0.0% | +0% | 59.6 |
| 191 |  $AXON | AXON ENTERPRISE, INC. | $229,333 | 0.0% | -8% | 55.6 |
| 192 |  $ETHA | iShares Ethereum Trust ETF | $227,794 | 0.0% | +0% | — |
| 193 |  $PSX | Phillips 66 | $222,442 | 0.0% | NEW | 47.6 |
| 194 |  $RACE | Ferrari N.V. | $221,685 | 0.0% | -1% | — |
| 195 |  $EW | Edwards Lifesciences Corp | $221,021 | 0.0% | -15% | 67.6 |
| 196 |  $KKR | KKR & Co. Inc. | $219,507 | 0.0% | -99% | 49.8 |
| 197 | — | ISHARES TR | $217,170 | 0.0% | +5% | — |
| 198 | — | ISHARES TR | $214,944 | 0.0% | -52% | — |
| 199 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $212,958 | 0.0% | NEW | 66.5 |
| 200 |  $NOW | ServiceNow, Inc. | $211,923 | 0.0% | -69% | 76 |
| 201 |  $DIS | Walt Disney Co | $210,205 | 0.0% | NEW | 68.9 |
| 202 | — | ISHARES TR | $210,174 | 0.0% | +0% | — |
| 203 |  $WEC | WEC ENERGY GROUP, INC. | $208,039 | 0.0% | NEW | 67 |
| 204 | — | FIDELITY MERRIMACK STR TR | $207,525 | 0.0% | +0% | — |
| 205 | — | VANGUARD WORLD FD | $206,690 | 0.0% | -4% | — |
| 206 |  $JCI | Johnson Controls International plc | $205,461 | 0.0% | NEW | — |
| 207 |  $ETN | Eaton Corp plc | $203,157 | 0.0% | -20% | — |
| 208 | — | SCHWAB STRATEGIC TR | $203,024 | 0.0% | -87% | — |
| 209 | — | VANGUARD INDEX FDS | $203,018 | 0.0% | -97% | — |
| 210 |  $OUNZ | VanEck Merk Gold ETF | $200,427 | 0.0% | NEW | — |
| 211 |  $OWL | BLUE OWL CAPITAL INC. | $129,159 | 0.0% | -49% | 59.4 |
| 212 |  $EMPD | Empery Digital Inc. | $84,600 | 0.0% | +0% | 7.8 |
New Positions (13)
$CVX CHEVRON CORP$5.7M$JNJ JOHNSON & JOHNSON$1.5M$LULU lululemon athletica inc.$390,405$GLD SPDR GOLD TRUST$262,047$PWR QUANTA SERVICES, INC.$258,588$COKE Coca-Cola Consolidated, Inc.$239,675$T AT&T INC.$229,858$PSX Phillips 66$222,442$LHX L3HARRIS TECHNOLOGIES, INC. /DE/$212,958$DIS Walt Disney Co$210,205$WEC WEC ENERGY GROUP, INC.$208,039$JCI Johnson Controls International plc$205,461$OUNZ VanEck Merk Gold ETF$200,427
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