Bill Few Associates, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1914644
Institutional-grade research for retail investors
13F Reported Value
ⓘ$470.0M
incl. option notional
Equity Holdings
ⓘ$467.8M
Option Notional
ⓘ$2.3M
$2.3M puts / $0 calls
Holdings
227
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Bill Few Associates, Inc. disclosed 227 positions worth $470.0M in its Form 13F-HR for Q2 2026 — $467.8M in common stock plus $2.3M of put/call option positions (reported at underlying notional value, not premium at risk), followed by $AAPL and $NVDA. During the quarter the fund opened 18 new positions and exited 4 and a full exit from $HON. The portfolio is most concentrated in Other (30.1% of disclosed assets). All figures are sourced directly from Bill Few Associates, Inc.’s Form 13F-HR filing with the SEC under CIK 1914644.
AI Fund Analysis
StableJ P MORGAN EXCHANGE TRADED
9.3% weight
Held 5 quarters
$AAPL6.3% weight
Held 10 quarters
$NVDA4.0% weight
Held 10 quarters
$MSFT3.2% weight
Held 10 quarters
$GOOG3.0% weight
Held 10 quarters
CAPITAL GROUP DIVIDEND VAL
9 quarters accumulating
SPDR SERIES TRUST - ST STR
9 quarters accumulating
$VZ9 quarters accumulating
$D9 quarters accumulating
SPDR SERIES TRUST - ST STR
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryConsumer Staples
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.
$QQQPUT$2M notional
$INTCPUT$419K notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED
—Quality
$43.4M855,925 sh- 76.1#112
Quality
$29.3M101,267 sh - 90.2#1
Quality
$18.7M93,520 sh - 83.7
Quality
$15.1M40,371 sh - 80.2
Quality
$14.1M39,797 sh - 74.8
Quality
$13.8M19,033 sh - 35.6
Quality
$11.0M33,603 sh - 59.3
Quality
$9.7M38,621 sh - 70.7
Quality
$9.1M60,171 sh VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$9.0M13,143 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED | — | $43.4M | 855,925 |
| Apple Inc.$AAPL | 76.1#112 | $29.3M | 101,267 |
| NVIDIA CORP$NVDA | 90.2#1 | $18.7M | 93,520 |
| MICROSOFT CORP$MSFT | 83.7 | $15.1M | 40,371 |
 Alphabet Inc.$GOOGL | 80.2 | $14.1M | 39,797 |
 APPLIED MATERIALS INC /DE$AMAT | 74.8 | $13.8M | 19,033 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $11.0M | 33,603 |
 AbbVie Inc.$ABBV | 59.3 | $9.7M | 38,621 |
 TJX COMPANIES INC /DE/$TJX | 70.7 | $9.1M | 60,171 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $9.0M | 13,143 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Bill Few Associates, Inc.'s 227 positions.
Showing top 10 of 227 holdings.
Sector Allocation
Other
$140.6M
Technology
$129.5M
Financials
$56.0M
Healthcare
$27.4M
Consumer Discretionary
$24.3M
Consumer Staples
$20.8M
Industrials
$20.1M
Energy
$15.7M
Full Holdings — Bill Few Associates, Inc. (Q2 2026)
All 227 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 | — | J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED | $43.4M | 9.3% | +10% | — |
| 2 | $AAPL | Apple Inc. | $29.3M | 6.3% | -2% | 76.1 |
| 3 | $NVDA | NVIDIA CORP | $18.7M | 4.0% | +2% | 90.2 |
| 4 | $MSFT | MICROSOFT CORP | $15.1M | 3.2% | +0% | 83.7 |
| 5 | $GOOGL | Alphabet Inc. | $14.1M | 3.0% | -1% | 80.2 |
| 6 | $AMAT | APPLIED MATERIALS INC /DE | $13.8M | 2.9% | -3% | 74.8 |
| 7 | $JPM | JPMORGAN CHASE & CO | $11.0M | 2.4% | -2% | 35.6 |
| 8 | $ABBV | AbbVie Inc. | $9.7M | 2.1% | -9% | 59.3 |
| 9 | $TJX | TJX COMPANIES INC /DE/ | $9.1M | 1.9% | -1% | 70.7 |
| 10 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $9.0M | 1.9% | +30% | — |
| 11 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $7.7M | 1.6% | +2% | — |
| 12 |  $CSCO | CISCO SYSTEMS, INC. | $7.5M | 1.6% | +1% | 72.3 |
| 13 | — | SPDR SERIES TRUST - ST STR P400MID | $7.2M | 1.6% | +3% | — |
| 14 |  $ROK | ROCKWELL AUTOMATION, INC | $7.0M | 1.5% | -1% | 68.2 |
| 15 |  $XOM | EXXON MOBIL CORP | $6.7M | 1.4% | -1% | 61.8 |
| 16 |  $ORCL | ORACLE CORP | $6.5M | 1.4% | +1% | 67.2 |
| 17 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $5.6M | 1.2% | +6% | 66.7 |
| 18 |  $HD | HOME DEPOT, INC. | $5.5M | 1.2% | +1% | 69.2 |
| 19 |  $AXP | AMERICAN EXPRESS CO | $5.5M | 1.2% | -0% | 73.2 |
| 20 | $VZ | VERIZON COMMUNICATIONS INC | $5.3M | 1.1% | +3% | 71.6 |
| 21 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.3M | 1.1% | +0% | 64.5 |
| 22 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $5.3M | 1.1% | +8% | — |
| 23 | $D | DOMINION ENERGY, INC | $5.2M | 1.1% | +2% | 74.9 |
| 24 |  $PG | PROCTER & GAMBLE Co | $5.1M | 1.1% | +1% | 72.9 |
| 25 |  $COR | Cencora, Inc. | $5.0M | 1.1% | -2% | 59.6 |
| 26 |  $CVX | CHEVRON CORP | $4.9M | 1.1% | -0% | 54.7 |
| 27 |  $BX | Blackstone Inc. | $4.3M | 0.9% | -1% | 68 |
| 28 | $GOOG | Alphabet Inc. | $4.1M | 0.9% | -2% | 80.2 |
| 29 |  $ETN | Eaton Corp plc | $4.1M | 0.9% | -2% | — |
| 30 |  $STT | STATE STREET CORP | $4.1M | 0.9% | -1% | 61.5 |
| 31 |  $ABT | ABBOTT LABORATORIES | $4.0M | 0.9% | -0% | 67 |
| 32 |  $PEP | PEPSICO INC | $4.0M | 0.8% | +1% | 62.7 |
| 33 |  $USB | US BANCORP DE | $3.6M | 0.8% | +4% | 71.4 |
| 34 | — | SPDR SERIES TRUST - ST STR SP600 SML | $3.5M | 0.8% | +3% | — |
| 35 |  $AMT | AMERICAN TOWER CORP /MA/ | $3.5M | 0.8% | +1% | 69.8 |
| 36 |  $AVY | Avery Dennison Corp | $3.5M | 0.7% | +2% | 62.9 |
| 37 | — | SPDR SERIES TRUST - ST STR SP400VAL | $3.4M | 0.7% | +2% | — |
| 38 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $3.3M | 0.7% | +1% | — |
| 39 | — | CAPITAL GROUP INTERNATIONAL - SHS | $3.3M | 0.7% | +4% | — |
| 40 |  $UGI | UGI CORP /PA/ | $3.2M | 0.7% | -1% | 70.3 |
| 41 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $3.1M | 0.7% | -7% | 70.9 |
| 42 |  $ADP | AUTOMATIC DATA PROCESSING INC | $3.1M | 0.7% | +2% | 77.9 |
| 43 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $3.0M | 0.6% | +1% | — |
| 44 | — | JOHN HANCOCK EXCHANGE TRADED - DISCIPLINED VAL | $2.9M | 0.6% | +94% | — |
| 45 |  $LAZ | Lazard, Inc. | $2.6M | 0.6% | +12% | 59.3 |
| 46 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $2.6M | 0.6% | +1% | — |
| 47 |  $DIS | Walt Disney Co | $2.6M | 0.6% | +0% | 68.9 |
| 48 |  $SBUX | STARBUCKS CORP | $2.4M | 0.5% | -1% | 54.6 |
| 49 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.4M | 0.5% | +48% | — |
| 50 |  $JNJ | JOHNSON & JOHNSON | $2.3M | 0.5% | -1% | 72.8 |
| 51 | — | SPDR SERIES TRUST - ST STR SP600SM C | $2.3M | 0.5% | +2% | — |
| 52 |  $AMZN | AMAZON COM INC | $2.3M | 0.5% | +6% | 74.6 |
| 53 |  $SYK | STRYKER CORP | $2.2M | 0.5% | +184% | 69.8 |
| 54 |  $LLY | ELI LILLY & Co | $2.2M | 0.5% | -14% | 89.3 |
| 55 |  $SPY | SPDR S&P 500 ETF TRUST | $2.2M | 0.5% | -1% | — |
| 56 |  $PFE | PFIZER INC | $2.2M | 0.5% | -1% | 69 |
| 57 |  $KHC | Kraft Heinz Co | $2.2M | 0.5% | +2% | 42.5 |
| 58 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $2.0M | 0.4% | -1% | — |
| 59 | — | ISHARES TR - CORE S&P TTL STK | $2.0M | 0.4% | NEW | — |
| 60 |  $WMT | Walmart Inc. | $1.9M | 0.4% | +3% | 63.2 |
| 61 | — | SPDR SERIES TRUST - ST STR P500GRW | $1.9M | 0.4% | +19% | — |
| 62 | — | TRUST FOR PROFESSIONAL MANAG - JENSEN QUALITY | $1.9M | 0.4% | -41% | — |
| 63 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $1.9M | 0.4% | +42% | — |
| 64 |  $QQQPUT | INVESCO QQQ TRUST, SERIES 1 | $1.8M | — | +150% | — |
| 65 |  $INTC | INTEL CORP | $1.7M | 0.4% | -11% | 41.5 |
| 66 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $1.7M | 0.4% | +15% | — |
| 67 |  $FNB | FNB CORP/PA/ | $1.7M | 0.4% | +1% | — |
| 68 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.7M | 0.4% | +4% | — |
| 69 |  $CAT | CATERPILLAR INC | $1.6M | 0.3% | -21% | 67.8 |
| 70 |  $MRK | Merck & Co., Inc. | $1.6M | 0.3% | -3% | 70.9 |
| 71 | — | ISHARES TR - RUS MID CAP ETF | $1.5M | 0.3% | +0% | — |
| 72 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.5M | 0.3% | +0% | — |
| 73 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | +0% | 64.5 |
| 74 |  $V | VISA INC. | $1.5M | 0.3% | -19% | 83.5 |
| 75 | — | FIDELITY MERRIMACK STR TR - INVESTMENT GR BD | $1.4M | 0.3% | +3% | — |
| 76 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.4M | 0.3% | -0% | — |
| 77 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE DIV GRWT | $1.4M | 0.3% | +1% | — |
| 78 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | $1.4M | 0.3% | +6% | — |
| 79 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $1.4M | 0.3% | +1% | — |
| 80 | — | ISHARES TR - CORE S&P500 ETF | $1.3M | 0.3% | -0% | — |
| 81 |  $RJF | RAYMOND JAMES FINANCIAL INC | $1.2M | 0.3% | -6% | 63.8 |
| 82 |  $PM | Philip Morris International Inc. | $1.2M | 0.3% | -0% | 80.5 |
| 83 | — | RBB FUND TRUST - FIRST EAGLE GBL | $1.2M | 0.3% | +5% | — |
| 84 |  $DE | DEERE & CO | $1.2M | 0.3% | -2% | 57.4 |
| 85 |  $LRCX | LAM RESEARCH CORP | $1.1M | 0.2% | -9% | 82.4 |
| 86 |  $MCD | MCDONALDS CORP | $1.1M | 0.2% | -1% | 73.9 |
| 87 |  $MO | ALTRIA GROUP, INC. | $1.0M | 0.2% | -0% | 72.1 |
| 88 |  $VLO | VALERO ENERGY CORP/TX | $1.0M | 0.2% | -0% | 51.4 |
| 89 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $1.0M | 0.2% | +8% | — |
| 90 |  $GE | GENERAL ELECTRIC CO | $1.0M | 0.2% | -1% | 74.8 |
| 91 | — | ISHARES TR - RUSSELL 2000 ETF | $1.0M | 0.2% | -4% | — |
| 92 |  $MPC | Marathon Petroleum Corp | $981,006 | 0.2% | -3% | 50.7 |
| 93 |  $PPG | PPG INDUSTRIES INC | $971,855 | 0.2% | -0% | 57.1 |
| 94 |  $__PARK_1390777 | Bank of New York Mellon Corp | $895,664 | 0.2% | -17% | 36.7 |
| 95 |  $GEV | GE Vernova Inc. | $879,977 | 0.2% | +1% | 70.1 |
| 96 | — | J P MORGAN EXCHANGE TRADED F - RLTY INCOME ETF | $879,285 | 0.2% | -1% | — |
| 97 | — | HARBOR ETF TRUST - LONG TERM GROWER | $817,404 | 0.2% | +2% | — |
| 98 |  $AMGN | AMGEN INC | $789,292 | 0.2% | -3% | 79.5 |
| 99 |  $COST | COSTCO WHOLESALE CORP /NEW | $783,927 | 0.2% | +1% | 67 |
| 100 |  $KLAC | KLA CORP | $757,557 | 0.2% | +900% | 84.4 |
| 101 |  $WM | WASTE MANAGEMENT INC | $754,672 | 0.2% | -3% | 70.7 |
| 102 |  $T | AT&T INC. | $754,186 | 0.2% | -1% | 71.9 |
| 103 | — | SPDR SERIES TRUST - ST STR P500VAL | $745,225 | 0.2% | +28% | — |
| 104 |  $TSLA | Tesla, Inc. | $742,359 | 0.2% | +1% | 50.1 |
| 105 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $734,654 | 0.2% | +15% | 70.8 |
| 106 |  $UNP | UNION PACIFIC CORP | $730,737 | 0.2% | +0% | 74 |
| 107 | — | J P MORGAN EXCHANGE TRADED F - INFL MANA BD ETF | $727,942 | 0.2% | -3% | — |
| 108 |  $DUK | Duke Energy CORP | $716,091 | 0.1% | +10% | 64 |
| 109 |  $RTX | RTX Corp | $697,263 | 0.1% | +0% | 70 |
| 110 |  $BMY | BRISTOL MYERS SQUIBB CO | $684,315 | 0.1% | +23% | 70.1 |
| 111 |  $NUE | NUCOR CORP | $679,300 | 0.1% | +0% | 58.9 |
| 112 |  $KMB | KIMBERLY CLARK CORP | $678,168 | 0.1% | +8% | 61.7 |
| 113 |  $META | Meta Platforms, Inc. | $671,077 | 0.1% | +0% | 80.9 |
| 114 |  $MMM | 3M CO | $656,378 | 0.1% | +12% | 60.7 |
| 115 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | $653,182 | 0.1% | +22% | — |
| 116 |  $PANW | Palo Alto Networks Inc | $617,928 | 0.1% | +0% | 66.5 |
| 117 | — | ISHARES TR - RUSEL 2500 ETF | $614,196 | 0.1% | +39% | — |
| 118 |  $GLW | CORNING INC /NY | $595,152 | 0.1% | -8% | 72.7 |
| 119 |  $LMT | LOCKHEED MARTIN CORP | $583,876 | 0.1% | -0% | 65 |
| 120 |  $NEE | NEXTERA ENERGY INC | $581,548 | 0.1% | +0% | 71.7 |
| 121 |  $KO | COCA COLA CO | $577,161 | 0.1% | +16% | 74 |
| 122 |  $CB | Chubb Ltd | $571,287 | 0.1% | +112% | — |
| 123 | — | ISHARES TR - CORE S&P MCP ETF | $571,038 | 0.1% | -0% | — |
| 124 |  $SO | SOUTHERN CO | $567,081 | 0.1% | +20% | 65.1 |
| 125 |  $STLD | STEEL DYNAMICS INC | $532,409 | 0.1% | +0% | 56 |
| 126 |  $FCF | FIRST COMMONWEALTH FINANCIAL CORP /PA/ | $531,979 | 0.1% | +4% | — |
| 127 |  $GPC | GENUINE PARTS CO | $527,874 | 0.1% | +0% | 54.2 |
| 128 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $524,341 | 0.1% | -3% | — |
| 129 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $515,010 | 0.1% | +0% | 71.5 |
| 130 |  $DOV | DOVER Corp | $500,897 | 0.1% | +0% | 63.1 |
| 131 |  $AMD | ADVANCED MICRO DEVICES INC | $499,583 | 0.1% | NEW | 78.8 |
| 132 |  $PPL | PPL Corp | $485,387 | 0.1% | +1% | 70.3 |
| 133 | — | PUTNAM ETF TRUST - FRAN MU HI YI ET | $462,156 | 0.1% | +15% | — |
| 134 |  $MU | MICRON TECHNOLOGY INC | $450,253 | 0.1% | -40% | 88.4 |
| 135 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $446,737 | 0.1% | +0% | — |
| 136 |  $ADM | Archer-Daniels-Midland Co | $443,237 | 0.1% | +2% | 49.4 |
| 137 |  $HWM | Howmet Aerospace Inc. | $437,704 | 0.1% | +0% | 79.1 |
| 138 |  $SHEL | Shell plc | $434,399 | 0.1% | +1% | — |
| 139 |  $COP | CONOCOPHILLIPS | $432,815 | 0.1% | +1% | 74.8 |
| 140 |  $EQT | EQT Corp | $430,517 | 0.1% | +2% | 83.3 |
| 141 |  $FHI | FEDERATED HERMES, INC. | $429,785 | 0.1% | +15% | 70.6 |
| 142 | $INTCPUT | INTEL CORP | $418,890 | — | NEW | 41.5 |
| 143 |  $FITB | FIFTH THIRD BANCORP | $418,773 | 0.1% | +0% | — |
| 144 |  $PSLV | Sprott Physical Silver Trust | $417,971 | 0.1% | +0% | — |
| 145 | — | FRANKLIN TEMPLETON ETF TR - INCOME FOCUS ETF | $411,843 | 0.1% | -21% | — |
| 146 |  $IVZ | Invesco Ltd. | $411,143 | 0.1% | +0% | — |
| 147 |  $GILD | GILEAD SCIENCES, INC. | $410,212 | 0.1% | +5% | 77.8 |
| 148 |  $GD | GENERAL DYNAMICS CORP | $408,996 | 0.1% | +0% | 73 |
| 149 | $IVZ | Invesco Ltd. | $404,693 | 0.1% | +0% | — |
| 150 |  $NSC | NORFOLK SOUTHERN CORP | $403,936 | 0.1% | +0% | 70.8 |
| 151 | — | CAPITAL GROUP CORE BALANCED - SHS | $399,757 | 0.1% | +19% | — |
| 152 |  $CSX | CSX CORP | $397,731 | 0.1% | +0% | 66.4 |
| 153 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $393,145 | 0.1% | NEW | — |
| 154 |  $FDX | FEDEX CORP | $389,339 | 0.1% | +19% | 60.3 |
| 155 | — | FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN | $385,151 | 0.1% | +0% | — |
| 156 |  $COHR | COHERENT CORP. | $374,747 | 0.1% | +0% | 64 |
| 157 |  $BA | BOEING CO | $368,337 | 0.1% | +4% | 51.8 |
| 158 |  $SBSI | SOUTHSIDE BANCSHARES INC | $367,518 | 0.1% | +11% | — |
| 159 | — | ISHARES TR - RUS 1000 GRW ETF | $351,649 | 0.1% | +300% | — |
| 160 |  $TGT | TARGET CORP | $348,437 | 0.1% | +18% | 53.1 |
| 161 | — | PUTNAM ETF TRUST - FRANKLIN MUNI | $347,334 | 0.1% | +0% | — |
| 162 |  $LOW | LOWES COMPANIES INC | $343,574 | 0.1% | +15% | 63.5 |
| 163 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $339,267 | 0.1% | +33% | 70.4 |
| 164 |  $NFLX | NETFLIX INC | $338,436 | 0.1% | -2% | 86.7 |
| 165 |  $GLD | SPDR GOLD TRUST | $334,121 | 0.1% | -12% | — |
| 166 |  $PSA | Public Storage | $330,915 | 0.1% | +0% | 73.9 |
| 167 |  $UNH | UNITEDHEALTH GROUP INC | $330,298 | 0.1% | +0% | 66.8 |
| 168 |  $EFT | Eaton Vance Floating-Rate Income Trust | $326,536 | 0.1% | -2% | — |
| 169 | — | ISHARES TR - GLOBAL 100 ETF | $325,108 | 0.1% | +0% | — |
| 170 |  $WFC | WELLS FARGO & COMPANY/MN | $323,546 | 0.1% | -10% | — |
| 171 |  $TROW | PRICE T ROWE GROUP INC | $322,547 | 0.1% | +1% | 75.8 |
| 172 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $320,374 | 0.1% | +0% | — |
| 173 |  $C | CITIGROUP INC | $319,931 | 0.1% | +0% | 54.8 |
| 174 | — | NEW YORK LIFE INVTS ACTIVE E - MACKAY MUN INTER | $319,764 | 0.1% | +0% | — |
| 175 | — | ISHARES TR - CORE S&P SCP ETF | $318,125 | 0.1% | -0% | — |
| 176 |  $WSBC | WESBANCO INC | $317,420 | 0.1% | -5% | — |
| 177 |  $BKH | BLACK HILLS CORP /SD/ | $316,789 | 0.1% | +11% | 53.1 |
| 178 |  $PLTR | Palantir Technologies Inc. | $315,242 | 0.1% | +10% | 85.8 |
| 179 | — | COHEN & STEERS ETF TRUST - REAL EST ACT ETF | $313,627 | 0.1% | NEW | — |
| 180 | $IVZ | Invesco Ltd. | $312,379 | 0.1% | +0% | — |
| 181 | $IVZ | Invesco Ltd. | $307,570 | 0.1% | +0% | — |
| 182 |  $CAH | CARDINAL HEALTH INC | $306,668 | 0.1% | +0% | 58.6 |
| 183 |  $UPS | UNITED PARCEL SERVICE INC | $306,211 | 0.1% | +26% | 58.2 |
| 184 | $IVZ | Invesco Ltd. | $305,627 | 0.1% | +0% | — |
| 185 |  $SJM | J M SMUCKER Co | $305,227 | 0.1% | +17% | 46.4 |
| 186 | $IVZ | Invesco Ltd. | $300,876 | 0.1% | +0% | — |
| 187 | $IVZ | Invesco Ltd. | $300,818 | 0.1% | +0% | — |
| 188 |  $CCI | CROWN CASTLE INC. | $300,487 | 0.1% | +0% | 52.9 |
| 189 |  $NWN | Northwest Natural Holding Co | $291,055 | 0.1% | +29% | 53.5 |
| 190 | $IVZ | Invesco Ltd. | $285,628 | 0.1% | +0% | — |
| 191 |  $DELL | Dell Technologies Inc. | $284,764 | 0.1% | NEW | 76 |
| 192 | — | ISHARES TR - MSCI EAFE ETF | $280,608 | 0.1% | -2% | — |
| 193 |  $GIS | GENERAL MILLS INC | $279,295 | 0.1% | +8% | 64.1 |
| 194 |  $EXC | EXELON CORP | $279,134 | 0.1% | +0% | 63.9 |
| 195 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $275,025 | 0.1% | +0% | — |
| 196 | $IVZ | Invesco Ltd. | $271,991 | 0.1% | +0% | — |
| 197 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $259,704 | 0.1% | +1% | 63.7 |
| 198 |  $CPB | CAMPBELL'S Co | $258,797 | 0.1% | +19% | 54.5 |
| 199 | — | AMERICAN CENTY ETF TR - DIVERSIFIED MU | $256,208 | 0.1% | +0% | — |
| 200 |  $EMR | EMERSON ELECTRIC CO | $253,655 | 0.1% | +0% | 65.9 |
| 201 |  $CEG | Constellation Energy Corp | $253,405 | 0.1% | -0% | 62.5 |
| 202 | — | INVESCO EXCH TRD SLF IDX FD - BULTSHS 2035 MUN | $253,018 | 0.1% | NEW | — |
| 203 |  $ASML | ASML HOLDING NV | $250,669 | 0.1% | NEW | — |
| 204 |  $QCOM | QUALCOMM INC/DE | $239,918 | 0.1% | NEW | 81.9 |
| 205 | — | ISHARES TR - S&P 500 GRWT ETF | $236,552 | 0.1% | -4% | — |
| 206 |  $BCPC | BALCHEM CORP | $236,530 | 0.1% | +0% | 65.9 |
| 207 | — | ISHARES TR - MSCI EMG MKT ETF | $236,015 | 0.1% | NEW | — |
| 208 |  $SLV | iShares Silver Trust | $235,803 | 0.1% | NEW | — |
| 209 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $235,462 | 0.1% | -16% | — |
| 210 |  $OKE | ONEOK INC /NEW/ | $234,912 | 0.1% | -6% | 72 |
| 211 | — | INVESCO EXCH TRD SLF IDX FD - BULLETSHARE 2034 | $232,215 | 0.1% | +0% | — |
| 212 |  $CRM | Salesforce, Inc. | $228,152 | 0.1% | -5% | 75.2 |
| 213 |  $BP | BP PLC | $224,656 | 0.1% | +0% | — |
| 214 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $224,092 | 0.1% | +0% | — |
| 215 |  $ED | CONSOLIDATED EDISON INC | $223,723 | 0.1% | +0% | 71.6 |
| 216 |  $GS | GOLDMAN SACHS GROUP INC | $221,490 | 0.1% | NEW | — |
| 217 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $218,622 | 0.1% | NEW | 75.4 |
| 218 |  $MA | Mastercard Inc | $215,712 | 0.1% | -2% | 81.7 |
| 219 | $IVZ | Invesco Ltd. | $215,470 | 0.1% | +0% | — |
| 220 |  $WEC | WEC ENERGY GROUP, INC. | $212,405 | 0.1% | +0% | 67 |
| 221 |  $Q | Qnity Electronics, Inc. | $211,323 | 0.1% | NEW | — |
| 222 |  $WT | WisdomTree, Inc. | $210,941 | 0.1% | NEW | 62.9 |
| 223 | — | VANGUARD MUN BD FDS - SHORT TAX EXEMPT | $209,200 | 0.0% | NEW | — |
| 224 |  $BAC | BANK OF AMERICA CORP /DE/ | $205,721 | 0.0% | NEW | 68.4 |
| 225 | $STT | STATE STREET CORP | $203,690 | 0.0% | NEW | 61.5 |
| 226 |  $AVGO | Broadcom Inc. | $202,474 | 0.0% | NEW | 86.4 |
| 227 |  $CAG | CONAGRA BRANDS INC. | $153,018 | 0.0% | +4% | 48.2 |
New Positions (18)
ISHARES TR - CORE S&P TTL STK$2.0M
$AMD ADVANCED MICRO DEVICES INC$499,583$INTCPUT INTEL CORP$418,890 VANGUARD INDEX FDS - REAL ESTATE ETF$393,145
COHEN & STEERS ETF TRUST - REAL EST ACT ETF$313,627
$DELL Dell Technologies Inc.$284,764 INVESCO EXCH TRD SLF IDX FD - BULTSHS 2035 MUN$253,018
$ASML ASML HOLDING NV$250,669$QCOM QUALCOMM INC/DE$239,918 ISHARES TR - MSCI EMG MKT ETF$236,015
$SLV iShares Silver Trust$235,803$GS GOLDMAN SACHS GROUP INC$221,490$AEP AMERICAN ELECTRIC POWER CO INC$218,622$Q Qnity Electronics, Inc.$211,323$WT WisdomTree, Inc.$210,941
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