Lodestone Wealth Management LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1950158
Institutional-grade research for retail investors

13F Reported Value

$252.3M

Holdings

781

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

Lodestone Wealth Management LLC disclosed 781 positions worth $252.3M in its Form 13F-HR for Q1 2026, followed by $AAPL. During the quarter the fund opened 28 new positions and exited 43 and a full exit from $CYBR. The portfolio is most concentrated in Other (43.9% of disclosed assets). All figures are sourced directly from Lodestone Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1950158.

Sector Allocation

OtherTechnologyFinancialsEnergyIndustrialsHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored
  • CAPITAL GROUP CORE PLUS INCOME ETF

    Quality

    $8.2M368,478 sh
  • 76.1#112

    Quality

    $7.9M31,102 sh
  • JPMORGAN ULTRA-SHORT INCOME ETF

    Quality

    $7.0M138,998 sh
  • CAPITAL GROUP SHORT DURATION INCOME ETF

    Quality

    $6.6M257,275 sh
  • $5.6M19,450 sh
  • CAPITAL GROUP DIVIDEND VALUE ETF

    Quality

    $5.6M130,786 sh
  • $4.9M13,311 sh
  • 79.5

    Quality

    $4.7M13,449 sh
  • $4.4M25,345 sh
  • PACER US CASH COWS 100 ETF

    Quality

    $4.3M69,171 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Lodestone Wealth Management LLC's 781 positions.

Showing top 10 of 781 holdings.

Sector Allocation

Other

$110.8M

Technology

$46.7M

Financials

$28.0M

Energy

$16.7M

Industrials

$14.8M

Healthcare

$12.5M

Consumer Discretionary

$12.3M

Real Estate

$5.4M

Full Holdings — Lodestone Wealth Management LLC (Q1 2026)

All 781 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1CAPITAL GROUP CORE PLUS INCOME ETF$8.2M3.3%+19%
2AAPL$AAPLApple Inc.$7.9M3.1%-0%76.1
3JPMORGAN ULTRA-SHORT INCOME ETF$7.0M2.8%+1%
4CAPITAL GROUP SHORT DURATION INCOME ETF$6.6M2.6%+9%
5GOOGL$GOOGLAlphabet Inc.$5.6M2.2%-0%80.2
6CAPITAL GROUP DIVIDEND VALUE ETF$5.6M2.2%+7%
7MSFT$MSFTMICROSOFT CORP$4.9M1.9%+5%83.7
8AMGN$AMGNAMGEN INC$4.7M1.9%+0%79.5
9NVDA$NVDANVIDIA CORP$4.4M1.8%-0%90.2
10PACER US CASH COWS 100 ETF$4.3M1.7%+4%
11VANGUARD VALUE ETF$4.3M1.7%-1%
12CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF$4.2M1.7%+15%
13JPM$JPMJPMORGAN CHASE & CO$4.2M1.6%-0%35.6
14MRK$MRKMerck & Co., Inc.$3.9M1.6%+1%70.9
15VANGUARD FTSE DEVELOPED MARKETS ETF$3.8M1.5%+3%
16DIMENSIONAL U.S. EQUITY MARKET ETF$3.5M1.4%+4%
17META$METAMeta Platforms, Inc.$3.5M1.4%+5%80.9
18VANGUARD TOTAL STOCK MARKET ETF$3.4M1.4%-0%
19APA$APAAPA Corp$3.2M1.3%-0%
20CVE$CVECENOVUS ENERGY INC.$3.1M1.2%-1%
21CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF$3.0M1.2%+10%
22SPG$SPGSIMON PROPERTY GROUP INC.$2.9M1.1%+0%76.9
23DIMENSIONAL EMERGING CORE EQUITY MARKET ETF$2.8M1.1%+0%
24BRK.B$BRK.BBERKSHIRE HATHAWAY INC$2.8M1.1%-2%64.5
25AMZN$AMZNAMAZON COM INC$2.8M1.1%+2%74.6
26DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF$2.7M1.1%+0%
27CSCO$CSCOCISCO SYSTEMS, INC.$2.7M1.1%+1%72.3
28VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF$2.7M1.1%+5%
29AXP$AXPAMERICAN EXPRESS CO$2.7M1.1%-3%73.2
30CAPITAL GROUP CORE EQUITY ETF$2.5M1.0%+5%
31DIMENSIONAL INTERNATIONAL VALUE ETF$2.4M1.0%+2%
32CAPITAL GROUP CORE BOND ETF$2.4M0.9%+1%
33GOOG$GOOGAlphabet Inc.$2.4M0.9%-2%80.2
34MAC$MACMACERICH CO$2.3M0.9%-0%44.6
35OXY$OXYOCCIDENTAL PETROLEUM CORP /DE/$2.3M0.9%-2%66.3
36CVX$CVXCHEVRON CORP$2.3M0.9%+1%54.7
37DHI$DHIHORTON D R INC /DE/$2.0M0.8%-1%54.6
38META$METAMeta Platforms, Inc.$2.0M0.8%-1%80.9
39BAC$BACBANK OF AMERICA CORP /DE/$2.0M0.8%-5%68.4
40DIMENSIONAL U.S. TARGETED VALUE ETF$1.9M0.8%+19%
41COP$COPCONOCOPHILLIPS$1.8M0.7%+2%74.8
42QCOM$QCOMQUALCOMM INC/DE$1.8M0.7%-1%81.9
43DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF$1.8M0.7%+3%
44EBAY$EBAYEBAY INC$1.7M0.7%-1%69.3
45IVZ$IVZInvesco Ltd.$1.7M0.7%+3%
46NVR$NVRNVR INC$1.7M0.7%-2%62.3
47V$VVISA INC.$1.7M0.7%-0%83.5
48ISHARES MSCI USA MOMENTUM FACTOR ETF$1.6M0.7%+5%
49FANG$FANGDiamondback Energy, Inc.$1.6M0.6%+4%81.4
50BX$BXBlackstone Inc.$1.6M0.6%+3%68
51TGT$TGTTARGET CORP$1.6M0.6%+2%53.1
52LEN$LENLENNAR CORP /NEW/$1.5M0.6%-1%49.2
53COST$COSTCOSTCO WHOLESALE CORP /NEW$1.5M0.6%-0%67
54JNJ$JNJJOHNSON & JOHNSON$1.5M0.6%-0%72.8
55VANGUARD LARGE-CAP ETF$1.4M0.6%+0%
56XOM$XOMEXXON MOBIL CORP$1.4M0.6%+0%61.8
57HD$HDHOME DEPOT, INC.$1.4M0.6%+0%69.2
58PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND$1.4M0.6%+10%
59GLD$GLDSPDR GOLD TRUST$1.3M0.5%-7%
60TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$1.3M0.5%-1%
61PACER US SMALL CAP CASH COWS ETF$1.2M0.5%+5%
62CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF$1.1M0.4%+71%
63SCHW$SCHWSCHWAB CHARLES CORP$1.1M0.4%+0%77.2
64CAPITAL GROUP GROWTH ETF$1.1M0.4%+4%
65PLTR$PLTRPalantir Technologies Inc.$1.1M0.4%-4%85.8
66FITB$FITBFIFTH THIRD BANCORP$1.1M0.4%+8%
67CAPITAL GROUP GLOBAL GROWTH EQUITY ETF$1.0M0.4%+24%
68PCAR$PCARPACCAR INC$1.0M0.4%-33%56.5
69AVGO$AVGOBroadcom Inc.$987,9750.4%+65%86.4
70WT$WTWisdomTree, Inc.$964,6050.4%+5%62.9
71DIMENSIONAL US SMALL CAP VALUE ETF$917,2940.4%+5%
72VANGUARD TOTAL BOND MARKET ETF$883,3850.3%-2%
73TSLA$TSLATesla, Inc.$870,6390.3%+4%50.1
74LRCX$LRCXLAM RESEARCH CORP$835,6240.3%-3%82.4
75UHAL$UHALU-Haul Holding Co /NV/$830,5860.3%+1%28.1
76PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND$802,5600.3%-4%
77WMT$WMTWalmart Inc.$802,1740.3%-0%63.2
78WAL$WALWESTERN ALLIANCE BANCORPORATION$769,7860.3%+8%56.1
79STATE STREET ENERGY SELECT SECTOR SPDR ETF$767,2540.3%+6%
80ORCL$ORCLORACLE CORP$766,6400.3%+0%67.2
81MCD$MCDMCDONALDS CORP$761,8950.3%+2%73.9
82UNH$UNHUNITEDHEALTH GROUP INC$708,1580.3%-5%66.8
83MCK$MCKMCKESSON CORP$685,8910.3%-1%63.7
84ISHARES MSCI EAFE VALUE ETF$667,8210.3%+0%
85CAPITAL GROUP INTERNATIONAL EQUITY ETF$659,1230.3%+114%
86JPMORGAN SHORT DURATION CORE PLUS ETF$654,5550.3%+1%
87INTC$INTCINTEL CORP$636,0090.3%-1%41.5
88VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF$635,6600.3%+0%
89ULTA$ULTAUlta Beauty, Inc.$627,2520.3%+0%66.6
90AMD$AMDADVANCED MICRO DEVICES INC$621,2750.3%+30%78.8
91CACC$CACCCREDIT ACCEPTANCE CORP$616,5580.2%+7%70.6
92SPY$SPYSPDR S&P 500 ETF TRUST$607,8470.2%-11%
93ASML$ASMLASML HOLDING NV$603,8170.2%+3%
94VANGUARD MID-CAP ETF$600,1750.2%+0%
95VANGUARD S&P 500 ETF$598,9290.2%+0%
96ISHARES CORE S&P 500 ETF$593,6470.2%+2%
97DOCN$DOCNDigitalOcean Holdings, Inc.$591,6250.2%+10%73.7
98FDX$FDXFEDEX CORP$590,9940.2%+0%60.3
99QQQ$QQQINVESCO QQQ TRUST, SERIES 1$587,2140.2%+0%
100MTB$MTBM&T BANK CORP$584,9070.2%-0%64.1
101MU$MUMICRON TECHNOLOGY INC$566,0800.2%-1%88.4
102CAPITAL GROUP DIVIDEND GROWERS ETF$558,2640.2%+1%
103BA$BABOEING CO$537,9730.2%+0%51.8
104TM$TMTOYOTA MOTOR CORP/$536,4520.2%+2%
105ISHARES 0-5 YEAR TIPS BOND ETF$514,8750.2%+0%
106VANGUARD SMALL CAP VALUE ETF$511,5320.2%-5%
107VANGUARD SMALL-CAP ETF$509,4770.2%+0%
108STATE STREET FINANCIAL SELECT SECTOR SPDR ETF$509,2780.2%+0%
109KO$KOCOCA COLA CO$490,6740.2%+0%74
110CAPITAL GROUP CORE BALANCED ETF$489,5080.2%-1%
111STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$470,5000.2%-2%
112AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF$460,3210.2%-2%
113MRVL$MRVLMarvell Technology, Inc.$460,3170.2%-0%77.3
114AVANTIS INTERNATIONAL SMALL CAP VALUE ETF$444,8830.2%+7451%
115STATE STREET UTILITIES SELECT SECTOR SPDR ETF$428,6860.2%+6%
116SCHWAB US DIVIDEND EQUITY ETF$428,0030.2%+22%
117ISHARES MSCI USA QUALITY FACTOR ETF$426,0070.2%-1%
118NET$NETCloudflare, Inc.$419,4890.2%+2%52.6
119CRWD$CRWDCrowdStrike Holdings, Inc.$413,0540.2%+15%55
120STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF$400,8860.2%+6%
121VANGUARD MID-CAP GROWTH ETF$394,0140.2%+13%
122VANGUARD TOTAL INTERNATIONAL BOND ETF$390,5500.1%-3%
123STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF$389,8160.1%+10%
124CROX$CROXCrocs, Inc.$388,4510.1%-0%42.1
125VANGUARD FTSE EMERGING MARKETS ETF$381,2690.1%+0%
126CAPITAL GROUP CONSERVATIVE EQUITY ETF$381,0520.1%-0%
127IVZ$IVZInvesco Ltd.$375,3300.1%+0%
128UPS$UPSUNITED PARCEL SERVICE INC$374,3680.1%-0%58.2
129NVT$NVTnVent Electric plc$371,5170.1%-4%
130IVZ$IVZInvesco Ltd.$365,8850.1%+12%
131ANET$ANETArista Networks, Inc.$361,0960.1%-6%86
132JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF$358,7790.1%-0%
133AMKR$AMKRAMKOR TECHNOLOGY, INC.$358,7090.1%+3%53
134SCHWAB 1-5 YEAR CORPORATE BOND ETF$342,9360.1%+0%
135WSM$WSMWILLIAMS SONOMA INC$342,3110.1%+1758%65
136VANGUARD DIVIDEND APPRECIATION ETF$341,3250.1%+0%
137UBER$UBERUber Technologies, Inc$340,8040.1%+4%79.3
138DIS$DISWalt Disney Co$335,8340.1%-1%68.9
139LLY$LLYELI LILLY & Co$333,8450.1%+6%89.3
140CAPITAL GROUP MUNICIPAL INCOME ETF$324,5130.1%-5%
141WEC$WECWEC ENERGY GROUP, INC.$322,6510.1%+0%67
142ALL$ALLALLSTATE CORP$312,8110.1%+7%76.6
143STATE STREET SPDR S&P DIVIDEND ETF$308,5710.1%+0%
144STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$306,4940.1%+0%
145ISHARES MSCI INTL MOMENTUM FACTOR ETF$300,3670.1%+0%
146PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND$291,8760.1%-11%
147VANGUARD MID-CAP VALUE ETF$290,6750.1%+0%
148MKL$MKLMARKEL GROUP INC.$289,0250.1%+6%68.2
149MELI$MELIMERCADOLIBRE INC$281,8300.1%+31%77.5
150MPLX$MPLXMPLX LP$273,5720.1%+2%76.5
151STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF$270,1690.1%+1%
152MA$MAMastercard Inc$261,0370.1%+0%81.7
153DIMENSIONAL U.S. CORE EQUITY 2 ETF$260,5560.1%+0%
154CEG$CEGConstellation Energy Corp$258,5860.1%+52%62.5
155ISHARES SHORT-TERM NATIONAL MUNI BOND ETF$255,3870.1%+0%
156VANGUARD SHORT-TERM TAX EXEMPT BOND ETF$247,7930.1%+0%
157VANGUARD TAX-EXEMPT BOND ETF$246,9560.1%+0%
158T$TAT&T INC.$243,2000.1%+0%71.9
159PG$PGPROCTER & GAMBLE Co$242,1640.1%-0%72.9
160DIMENSIONAL US CORE EQUITY MARKET ETF$233,7910.1%+0%
161SRE$SRESEMPRA$231,2650.1%+0%47.6
162SCHWAB U.S. MID-CAP ETF$230,5070.1%+68%
163PACER AMERICAN ENERGY INFRASTRUCTURE ETF$228,4510.1%+1%
164ISHARES INTERNATIONAL SELECT DIVIDEND ETF$228,2530.1%+0%
165DPZ$DPZDOMINOS PIZZA INC$221,6020.1%+7%69.8
166PM$PMPhilip Morris International Inc.$220,3620.1%+0%80.5
167PSX$PSXPhillips 66$219,1890.1%+1%47.6
168GLTR$GLTRabrdn Precious Metals Basket ETF Trust$218,7200.1%+0%
169FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF$212,7280.1%+0%
170HON$HONHONEYWELL INTERNATIONAL INC$211,3660.1%+0%65.7
171ISHARES MSCI EMERGING MARKETS ETF$209,0620.1%-0%
172STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF$208,4790.1%+14%
173RKLB$RKLBRocket Lab Corp$207,8800.1%+16%37.2
174IVZ$IVZInvesco Ltd.$206,5770.1%-1%
175DIMENSIONAL US MARKETWIDE VALUE ETF$204,4550.1%+0%
176VANGUARD REAL ESTATE ETF$200,6800.1%-1%
177IVZ$IVZInvesco Ltd.$198,1340.1%+0%
178AFL$AFLAFLAC INC$197,0920.1%+1%60.3
179KMB$KMBKIMBERLY CLARK CORP$194,6550.1%+0%61.7
180DIMENSIONAL U.S. SMALL CAP ETF$187,4370.1%+0%
181LMT$LMTLOCKHEED MARTIN CORP$187,2150.1%+0%65
182ISHARES MSCI USA MIN VOL FACTOR ETF$186,7780.1%-2%
183RTX$RTXRTX Corp$177,8540.1%+0%70
184XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF$172,4540.1%+0%
185ISHARES U.S. HOME CONSTRUCTION ETF$170,2010.1%-3%
186KEYS$KEYSKeysight Technologies, Inc.$167,4450.1%-16%72.3
187CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF$159,0250.1%+129%
188SNOW$SNOWSnowflake Inc.$154,4400.1%+9%49.6
189ISHARES CORE S&P SMALL CAP ETF$153,2660.1%+0%
190RBRK$RBRKRubrik, Inc.$150,3380.1%+21%49.5
191SCHWAB U.S. LARGE-CAP VALUE ETF$144,5960.1%+0%
192LPLA$LPLALPL Financial Holdings Inc.$140,4880.1%+0%61.8
193SCHWAB U.S. LARGE-CAP GROWTH ETF$139,7890.1%+0%
194DELL$DELLDell Technologies Inc.$137,2440.1%+0%76
195MO$MOALTRIA GROUP, INC.$134,0060.1%+1%72.1
196GILD$GILDGILEAD SCIENCES, INC.$131,2310.1%+1%77.8
197CIFR$CIFRCipher Digital Inc.$130,5020.1%+94%30.1
198WFC$WFCWELLS FARGO & COMPANY/MN$126,6130.1%-8%
199STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF$126,2940.1%+0%
200IVZ$IVZInvesco Ltd.$126,2360.1%+0%
201FAST$FASTFASTENAL CO$125,9300.1%+0%73.5
202SCHWAB INTERNATIONAL EQUITY ETF$124,1350.1%+10%
203NVTS$NVTSNavitas Semiconductor Corp$123,0870.1%+1%10.5
204ABT$ABTABBOTT LABORATORIES$121,6570.1%+3%67
205VANGUARD GROWTH ETF$119,3430.1%+0%
206PFE$PFEPFIZER INC$118,2430.1%-7%69
207IREN$IRENIREN Ltd$117,8890.1%+127%
208ALERIAN MLP ETF$114,3390.1%+2%
209VANGUARD INFORMATION TECHNOLOGY ETF$113,4240.0%-18%
210IVZ$IVZInvesco Ltd.$112,6410.0%+0%
211CAT$CATCATERPILLAR INC$111,0690.0%-3%67.8
212PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND$107,2230.0%NEW
213PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND$106,4880.0%NEW
214ISHARES U.S. BASIC MATERIALS ETF$106,4320.0%+9%
215ISHARES U.S. REAL ESTATE ETF$105,6240.0%+10%
216PH$PHParker-Hannifin Corp$103,8480.0%+0%73.8
217BLK$BLKBlackRock, Inc.$102,9030.0%+0%70.3
218IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$100,2930.0%-20%66.7
219ACM$ACMAECOM$100,0580.0%+0%58.2
220PYPL$PYPLPayPal Holdings, Inc.$99,6360.0%-8%70.5
221BMY$BMYBRISTOL MYERS SQUIBB CO$98,3620.0%+1%70.1
222NVS$NVSNOVARTIS AG$97,9130.0%+0%
223ACN$ACNAccenture plc$97,6140.0%-52%
224ETN$ETNEaton Corp plc$96,5710.0%+0%
225PIMCO ACTIVE BOND EXCHANGE-TRADED FUND$96,4730.0%+1%
226JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF$95,5140.0%+2%
227PEP$PEPPEPSICO INC$93,8850.0%-2%62.7
228FIRST TRUST DOW JONES INTERNET INDEX FUND$92,4420.0%+0%
229TMUS$TMUST-Mobile US, Inc.$92,4070.0%+0%72.7
230SOFI$SOFISoFi Technologies, Inc.$91,7550.0%+19%53.8
231TLN$TLNTalen Energy Corp$91,3000.0%+78%66.5
232ISRG$ISRGINTUITIVE SURGICAL INC$91,2760.0%+11%81.4
233ASTS$ASTSAST SpaceMobile, Inc.$89,6650.0%+31%29.6
234PACER GLOBAL CASH COWS DIVIDEND ETF$89,5130.0%+3%
235VZ$VZVERIZON COMMUNICATIONS INC$88,9240.0%+0%71.6
236ISHARES FUTURE AI & TECH ETF$87,1510.0%+0%
237FBTC$FBTCFidelity Wise Origin Bitcoin Fund$85,9480.0%-30%
238TSCO$TSCOTRACTOR SUPPLY CO /DE/$85,6620.0%+0%60.7
239WBD$WBDWarner Bros. Discovery, Inc.$85,5650.0%+0%42.1
240ALAB$ALABAstera Labs, Inc.$84,8300.0%-16%77.7
241INVESCO RUSSELL 1000 EQUAL WEIGHT ETF$84,7440.0%+0%
242AVANTIS U.S. SMALL CAP VALUE ETF$84,5670.0%+83%
243TXN$TXNTEXAS INSTRUMENTS INC$84,2570.0%-25%70.4
244KLAC$KLACKLA CORP$82,4550.0%-7%84.4
245KKR$KKRKKR & Co. Inc.$81,7340.0%+36%49.8
246SBUX$SBUXSTARBUCKS CORP$81,0170.0%-2%54.6
247GE$GEGENERAL ELECTRIC CO$80,9870.0%+0%74.8
248ABBV$ABBVAbbVie Inc.$79,1660.0%+14%59.3
249WMB$WMBWILLIAMS COMPANIES, INC.$77,8990.0%+0%72.8
250NOC$NOCNORTHROP GRUMMAN CORP /DE/$77,7750.0%+0%60.5
251VANGUARD HIGH DIVIDEND YIELD INDEX ETF$76,1230.0%+0%
252MRSH$MRSHMARSH & MCLENNAN COMPANIES, INC.$72,8500.0%+3%71.5
253REGN$REGNREGENERON PHARMACEUTICALS, INC.$72,2420.0%+2%75.1
254VANGUARD SHORT-TERM CORPORATE BOND ETF$72,2180.0%+0%
255ISHARES PREFERRED & INCOME SECURITIES ETF$72,0470.0%-13%
256FIRST TRUST CLOUD COMPUTING ETF$71,6310.0%+0%
257TJX$TJXTJX COMPANIES INC /DE/$70,4280.0%-1%70.7
258WT$WTWisdomTree, Inc.$68,9630.0%+0%62.9
259ISHARES CORE DIVIDEND GROWTH ETF$68,5660.0%+0%
260AEHR$AEHRAEHR TEST SYSTEMS$68,0050.0%NEW16.3
261BE$BEBloom Energy Corp$67,7450.0%+0%54.4
262LNG$LNGCheniere Energy, Inc.$67,3840.0%+0%48.4
263NKE$NKENIKE, Inc.$66,5950.0%+30%53.4
264SCHWAB U.S. SMALL-CAP ETF$66,3990.0%+0%
265EME$EMEEMCOR Group, Inc.$65,7100.0%-5%71.7
266NOW$NOWServiceNow, Inc.$65,1350.0%+266%76
267SYK$SYKSTRYKER CORP$65,0610.0%+6%69.8
268DE$DEDEERE & CO$64,7800.0%+0%57.4
269IONQ$IONQIonQ, Inc.$64,3490.0%+7%32.8
270USB$USBUS BANCORP DE$62,4140.0%+1%71.4
271ISHARES RUSSELL 3000 ETF$61,5330.0%+0%
272ORLY$ORLYO REILLY AUTOMOTIVE INC$60,9250.0%+0%72.7
273DVN$DVNDEVON ENERGY CORP/DE$58,9860.0%-37%70.2
274DHR$DHRDANAHER CORP /DE/$58,9160.0%+0%63.9
275CRM$CRMSalesforce, Inc.$57,9060.0%+0%75.2
276FIDELITY ENHANCED LARGE CAP VALUE ETF$57,8810.0%+141%
277MPC$MPCMarathon Petroleum Corp$57,1510.0%+0%50.7
278GS$GSGOLDMAN SACHS GROUP INC$56,1810.0%+0%
279ISHARES U.S. TECHNOLOGY ETF$56,0590.0%+0%
280C$CCITIGROUP INC$56,0520.0%+0%54.8
281CB$CBChubb Ltd$55,9710.0%+0%
282OSK$OSKOSHKOSH CORP$55,2640.0%+0%53
283IVZ$IVZInvesco Ltd.$54,9360.0%-2%
284AVAV$AVAVAeroVironment Inc$54,3660.0%+46%42.1
285SLV$SLViShares Silver Trust$54,1030.0%-53%
286VANECK GOLD MINERS ETF$53,6360.0%-52%
287APH$APHAMPHENOL CORP /DE/$53,3200.0%-6%80.5
288ISHARES U.S. AEROSPACE & DEFENSE ETF$53,1560.0%+0%
289ADP$ADPAUTOMATIC DATA PROCESSING INC$52,6240.0%-8%77.9
290WM$WMWASTE MANAGEMENT INC$52,6210.0%-6%70.7
291MNST$MNSTMonster Beverage Corp$52,3890.0%+0%77
292CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF$51,6120.0%+1%
293OSS$OSSONE STOP SYSTEMS, INC.$51,4990.0%NEW19.5
294EOSE$EOSEEos Energy Enterprises, Inc.$51,3160.0%+75%29.2
295PANW$PANWPalo Alto Networks Inc$49,5390.0%+930%66.5
296AMP$AMPAMERIPRISE FINANCIAL INC$49,3280.0%+0%70.2
297CL$CLCOLGATE PALMOLIVE CO$49,1780.0%+0%72.4
298VANGUARD HEALTH CARE ETF$49,0650.0%-1%
299JPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND$49,0100.0%-50%
300NFLX$NFLXNETFLIX INC$48,9400.0%+0%86.7
301CLPT$CLPTClearPoint Neuro, Inc.$48,4030.0%NEW28.8
302VRTX$VRTXVERTEX PHARMACEUTICALS INC / MA$48,2260.0%+0%76.6
303GEV$GEVGE Vernova Inc.$48,0540.0%+0%70.1
304SCHWAB U.S. LARGE-CAP ETF$47,9980.0%+0%
305BANR$BANRBANNER CORP$46,7270.0%-27%
306NVO$NVONOVO NORDISK A S$46,3050.0%+1%
307WY$WYWEYERHAEUSER CO$45,3060.0%+1%52.9
308TTE$TTETotalEnergies SE$44,5800.0%+0%
309VANGUARD S&P MID-CAP 400 ETF$44,4700.0%+0%
310SCHWAB CRYPTO THEMATIC ETF$44,4160.0%+0%
311ADSK$ADSKAutodesk, Inc.$44,2890.0%+0%76.4
312GM$GMGeneral Motors Co$43,6690.0%+0%58.7
313SO$SOSOUTHERN CO$42,7580.0%+0%65.1
314AEM$AEMAGNICO EAGLE MINES LTD$41,7520.0%+0%
315KMI$KMIKINDER MORGAN, INC.$40,4880.0%+0%74.6
316MICROSECTORS GOLD MINERS 3X LEVERAGED ETN$40,2780.0%+0%
317ET$ETEnergy Transfer LP$39,9890.0%+442%64.5
318UNP$UNPUNION PACIFIC CORP$39,7890.0%+0%74
319AXON$AXONAXON ENTERPRISE, INC.$39,7090.0%+49%55.6
320VANECK JUNIOR GOLD MINERS ETF$39,4960.0%-32%
321EMN$EMNEASTMAN CHEMICAL CO$39,3050.0%+0%49.4
322CM$CMCANADIAN IMPERIAL BANK OF COMMERCE /CAN/$38,6580.0%+0%
323BKNG$BKNGBooking Holdings Inc.$38,4980.0%+0%55.3
324NEE$NEENEXTERA ENERGY INC$38,2670.0%+0%71.7
325CDE$CDECoeur Mining, Inc.$37,5400.0%+0%78.1
326MDLZ$MDLZMondelez International, Inc.$36,8520.0%+0%53.9
327INTU$INTUINTUIT INC.$36,7520.0%-16%82
328SCHWAB U.S. BROAD MARKET ETF$36,3200.0%+84%
329VKTX$VKTXViking Therapeutics, Inc.$35,9570.0%+0%
330ZIM$ZIMZIM Integrated Shipping Services Ltd.$35,7410.0%+0%
331AMSC$AMSCAMERICAN SUPERCONDUCTOR CORP /DE/$35,6780.0%+0%68.7
332GLW$GLWCORNING INC /NY$35,4630.0%+0%72.7
333IDXX$IDXXIDEXX LABORATORIES INC /DE$35,3990.0%+0%73.6
334STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF$34,7290.0%+0%
335SHW$SHWSHERWIN WILLIAMS CO$34,6200.0%+14%65.3
336JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF$34,5600.0%+0%
337IVZ$IVZInvesco Ltd.$34,4590.0%+0%
338STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF$34,4520.0%+0%
339BR$BRBROADRIDGE FINANCIAL SOLUTIONS, INC.$33,3080.0%+18%77.6
340DUK$DUKDuke Energy CORP$33,2590.0%+0%64
341IVZ$IVZInvesco Ltd.$33,1740.0%+1%
342B$BBARRICK MINING CORP$32,6320.0%+0%
343BTC$BTCGrayscale Bitcoin Mini Trust ETF$32,2390.0%+1692%
344AG$AGFIRST MAJESTIC SILVER CORP$32,2200.0%+0%
345ASM$ASMAVINO SILVER & GOLD MINES LTD$31,6000.0%-17%
346CCL$CCLCarnival Corp Ltd.$31,5550.0%+0%
347MZTI$MZTIMARZETTI CO$31,5390.0%+0%60.1
348CCZ$CCZCOMCAST CORP$31,5210.0%+1%70.4
349ISHARES S&P 100 ETF$31,4890.0%+0%
350CI$CICigna Group$31,2100.0%+0%66.8
351CDNS$CDNSCADENCE DESIGN SYSTEMS INC$30,8440.0%+14%74.4
352ISHARES TRUST ISHARES USD GREEN BOND ETF$30,6180.0%+1%
353AMPLIFY CYBERSECURITY ETF$30,0360.0%+0%
354ITW$ITWILLINOIS TOOL WORKS INC$29,6730.0%+0%71.2
355FCX$FCXFREEPORT-MCMORAN INC$29,6250.0%+448%73.1
356RGLD$RGLDROYAL GOLD INC$29,5720.0%+132%79.4
357BITB$BITBBitwise Bitcoin ETF$29,0430.0%+0%
358EQX$EQXEquinox Gold Corp.$28,9200.0%+0%
359TEM$TEMTempus AI, Inc.$28,8960.0%-9%38.2
360ISHARES 1-3 YEAR TREASURY BOND ETF$28,7510.0%+0%
361ISHARES GLOBAL MATERIALS ETF$28,3610.0%+0%
362SCHWAB EMERGING MARKETS EQUITY ETF$28,0590.0%+0%
363GPC$GPCGENUINE PARTS CO$27,7070.0%+0%54.2
364EATON VANCE TAX-MANAGED DIVERS COM$27,5800.0%+0%
365GTLB$GTLBGitlab Inc.$27,4180.0%+34%54.1
366HL$HLHECLA MINING CO/DE/$27,4010.0%+0%73.6
367ETH$ETHGrayscale Ethereum Staking Mini ETF$27,0490.0%-13%
368LOW$LOWLOWES COMPANIES INC$26,7780.0%-47%63.5
369AJG$AJGArthur J. Gallagher & Co.$26,6390.0%+0%72.1
370ZTS$ZTSZoetis Inc.$26,5970.0%-5%72.6
371SCHWAB 1000 INDEX ETF$26,5050.0%+0%
372EFX$EFXEQUIFAX INC$26,4700.0%+10%69.4
373IVZ$IVZInvesco Ltd.$26,3590.0%+0%
374LUV$LUVSOUTHWEST AIRLINES CO$26,2660.0%+0%51.1
375MS$MSMORGAN STANLEY$26,1670.0%+0%
376ETHW$ETHWBitwise Ethereum ETF$26,0700.0%+0%
377ES$ESEVERSOURCE ENERGY$25,7720.0%+0%67
378PROSHARES SHORT QQQ$25,6550.0%+0%
379AVANTIS SHORT-TERM FIXED INCOME ETF$25,3040.0%+1%
380AVANTIS CORE FIXED INCOME ETF$25,2100.0%+1%
381STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF$24,8520.0%+0%
382PFH$PFHPRUDENTIAL FINANCIAL INC$24,7390.0%+1%58.6
383VRSK$VRSKVerisk Analytics, Inc.$24,6670.0%+25%77.3
384MDT$MDTMedtronic plc$24,5220.0%+0%
385WSO$WSOWATSCO INC$24,3740.0%+0%58.9
386ISHARES CORE 40/60 MODERATE ALLOCATION ETF$24,2910.0%+0%
387STATE STREET SPDR S&P METALS & MINING ETF$24,2220.0%-7%
388CICB$CICBCION Investment Corp$24,1400.0%NEW
389VIK$VIKViking Holdings Ltd$24,1010.0%+0%
390SGOL$SGOLabrdn Gold ETF Trust$24,0500.0%+0%
391HIG$HIGHARTFORD INSURANCE GROUP, INC.$23,9360.0%+0%69.5
392ISHARES CORE MSCI EMERGING MARKETS ETF$23,7820.0%+0%
393CINF$CINFCINCINNATI FINANCIAL CORP$23,7560.0%+1%77
394JHG$JHGJanus Henderson Group Ltd.$23,4760.0%+0%
395EXPE$EXPEExpedia Group, Inc.$23,3240.0%+0%65.7
396RQI$RQICOHEN & STEERS QUALITY INCOME REALTY FUND INC$23,2320.0%+0%
397HMC$HMCHONDA MOTOR CO LTD$23,0950.0%-11%
398KGC$KGCKINROSS GOLD CORP$22,8900.0%+0%
399CARR$CARRCARRIER GLOBAL Corp$22,7490.0%+0%61.5
400ALPS$ALPSAlps Group Inc$22,5930.0%+0%
401PEG$PEGPUBLIC SERVICE ENTERPRISE GROUP INC$22,5850.0%+0%74.6
402VANGUARD COMMUNICATION SERVICES ETF$22,4780.0%+0%
403DLR$DLRDIGITAL REALTY TRUST, INC.$21,6250.0%+0%70.2
404BITMINE IMMERSION TECHS INC COM NEW$21,5010.0%+0%
405CRCL$CRCLCircle Internet Group, Inc.$21,3720.0%+12%44.8
406CTSH$CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP$21,1350.0%+1%67.3
407BHP$BHPBHP Group Ltd$21,0950.0%+2536%
408CPRT$CPRTCOPART INC$20,9820.0%-2%74.9
409WPM$WPMWheaton Precious Metals Corp.$20,9620.0%+0%
410JENSEN QUALITY GROWTH ETF$20,5080.0%+0%
411STATE STREET SPDR S&P BIOTECH ETF$20,4610.0%+0%
412SHOP$SHOPSHOPIFY INC.$20,4030.0%-11%
413NXPI$NXPINXP Semiconductors N.V.$20,2770.0%+0%
414STATE STREET MATERIALS SELECT SECTOR SPDR ETF$20,1880.0%+0%
415PIMCO ENHANCED LOW DURATION ACTIVE ETF$20,1330.0%+1%
416SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF$20,0420.0%+0%
417VANGUARD FINANCIALS ETF$19,8370.0%+0%
418DIMENSIONAL US HIGH PROFITABILITY ETF$19,5560.0%+0%
419ROCKEFELLER OPPORTUNISTIC MUNICIPAL BOND ETF$19,4830.0%+1%
420ARR$ARRArmour Residential REIT, Inc.$19,3980.0%+4%
421JBL$JBLJABIL INC$19,1250.0%+0%51.9
422IVZ$IVZInvesco Ltd.$19,0930.0%+0%
423SITM$SITMSITIME Corp$18,9940.0%NEW44.6
424JPMORGAN EQUITY PREMIUM INCOME ETF$18,6480.0%+0%
425EXK$EXKENDEAVOUR SILVER CORP$18,6200.0%+0%
426EXPD$EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON INC$18,6200.0%+0%71.2
427PSLV$PSLVSprott Physical Silver Trust$18,2930.0%+50%
428HSY$HSYHERSHEY CO$18,2170.0%+26%59.4
429RIO$RIORIO TINTO PLC$18,0980.0%+0%
430AEP$AEPAMERICAN ELECTRIC POWER CO INC$17,9580.0%+0%75.4
431VANGUARD S&P SMALL-CAP 600 ETF$17,6840.0%+0%
432VANECK RARE EARTH AND STRATEGIC METALS ETF$17,6000.0%NEW
433ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF$17,4340.0%+1%
434YUM$YUMYUM BRANDS INC$17,2580.0%+0%71.7
435FFIV$FFIVF5, INC.$17,0700.0%+0%70
436VANGUARD MORTGAGE-BACKED SECURITIES ETF$17,0610.0%+1%
437SOLS$SOLSSolstice Advanced Materials Inc.$16,9950.0%+0%
438MSI$MSIMotorola Solutions, Inc.$16,9450.0%+30%73.8
439PRCT$PRCTPROCEPT BioRobotics Corp$16,8070.0%+0%34.8
440BTU$BTUPEABODY ENERGY CORP$16,6420.0%+0%39.8
441ISHARES MSCI JAPAN ETF$16,6350.0%+0%
442CMG$CMGCHIPOTLE MEXICAN GRILL INC$16,5810.0%+0%72.9
443GBTC$GBTCGrayscale Bitcoin Trust ETF$16,2500.0%+0%
444NBIS$NBISNebius Group N.V.$16,0830.0%+0%
445AZN$AZNASTRAZENECA PLC$16,0320.0%-51%
446EXC$EXCEXELON CORP$15,9320.0%+0%63.9
447WHR$WHRWHIRLPOOL CORP /DE/$15,7950.0%+2%40.6
448PGIM ULTRA SHORT BOND ETF$15,6920.0%+0%
449ISHARES MSCI EAFE SMALL-CAP ETF$15,6820.0%+0%
450SPPP$SPPPSPROTT PHYSICAL PLATINUM & PALLADIUM TRUST$15,5300.0%NEW
451SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF$15,4620.0%+0%
452IEP$IEPICAHN ENTERPRISES L.P.$15,3450.0%+97%37.8
453OLN$OLNOLIN Corp$14,9820.0%NEW42.9
454URI$URIUNITED RENTALS, INC.$14,8720.0%+0%70.7
455UL$ULUNILEVER PLC$14,8690.0%+0%
456ISHARES BIOTECHNOLOGY ETF$14,6900.0%+0%
457SSRM$SSRMSSR MINING INC.$14,6860.0%+0%61.9
458XYZ$XYZBlock, Inc.$14,5030.0%-6%60.3
459CRWV$CRWVCoreWeave, Inc.$14,3320.0%+0%46.5
460VOLATILITY SHARES TRUST XRP ETF$14,1530.0%+0%
461SFL$SFLSFL Corp Ltd.$14,1200.0%+2%
462GNL$GNLGlobal Net Lease, Inc.$14,0580.0%+2%39.5
463RY$RYROYAL BANK OF CANADA$13,9130.0%+0%
464BSX$BSXBOSTON SCIENTIFIC CORP$13,8680.0%+0%79.9
465TWST$TWSTTwist Bioscience Corp$13,7810.0%+0%33.3
466MMM$MMM3M CO$13,6520.0%+0%60.7
467STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF$13,6360.0%+0%
468ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT$13,3800.0%+4%
469ENB$ENBENBRIDGE INC$13,3180.0%-32%
470TMO$TMOTHERMO FISHER SCIENTIFIC INC.$13,2710.0%+0%63.7
471CMI$CMICUMMINS INC$13,2390.0%+0%58.9
472AON$AONAon plc$13,2340.0%+0%
473DEO$DEODIAGEO PLC$12,8050.0%+0%
474INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF$12,6700.0%+1%
475INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF$12,6550.0%+2%
476CCI$CCICROWN CASTLE INC.$12,6150.0%-3%52.9
477VANGUARD RUSSELL 1000 VALUE ETF$12,2800.0%-19%
478TROW$TROWPRICE T ROWE GROUP INC$12,2590.0%+0%75.8
479AWK$AWKAmerican Water Works Company, Inc.$12,2480.0%+0%61.7
480PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF$12,1970.0%+0%
481STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF$12,0880.0%+0%
482VANGUARD RUSSELL 1000 GROWTH ETF$12,0660.0%-15%
483D$DDOMINION ENERGY, INC$11,9930.0%+0%74.9
484SIRI$SIRISIRIUS XM HOLDINGS INC.$11,9800.0%+1%37.7
485VEEV$VEEVVEEVA SYSTEMS INC$11,9450.0%+127%77.8
486OKLO$OKLOOklo Inc.$11,9020.0%+20%
487LIN$LINLINDE PLC$11,8980.0%+0%
488CRDO$CRDOCredo Technology Group Holding Ltd$11,7340.0%NEW
489STATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF$11,6650.0%NEW
490XIFR$XIFRXPLR Infrastructure, LP$11,6180.0%+0%40.8
491ABNB$ABNBAirbnb, Inc.$11,6180.0%+0%70.1
492ISHARES MSCI INDIA ETF$11,4530.0%-84%
493FIRST TRUST VALUE LINE DIVIDEND INDEX FUND$11,4280.0%+0%
494CACI$CACICACI INTERNATIONAL INC /DE/$11,4210.0%+0%66.7
495WEX$WEXWEX Inc.$11,3250.0%+0%49
496CVS$CVSCVS HEALTH Corp$11,2040.0%+0%51.3
497PEB$PEBPebblebrook Hotel Trust$11,1200.0%+1%45.3
498COF$COFCAPITAL ONE FINANCIAL CORP$11,0630.0%+7%71
499GLOBAL X SUPERDIVIDEND US ETF$10,9770.0%+2%
500CCJ$CCJCAMECO CORP$10,8610.0%+0%
501FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF$10,8560.0%+0%
502VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$10,7580.0%+0%
503MCHP$MCHPMICROCHIP TECHNOLOGY INC$10,6610.0%+0%40
504GLOBAL X RENEWABLE ENERGY PRODUCERS ETF$10,5200.0%+1%
505SCHWAB SHORT-TERM US TREASURY ETF$10,4850.0%+0%
506AIZ$AIZASSURANT, INC.$10,4550.0%+0%62.6
507HBM$HBMHudbay Minerals Inc.$10,4500.0%NEW
508PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$10,4050.0%+0%70.9
509F$FFORD MOTOR CO$10,3920.0%+1%58.5
510VANGUARD ESG U.S. STOCK ETF$10,3840.0%+0%
511ISHARES 0-3 MONTH TREASURY BOND ETF$10,2670.0%+0%
512ILMN$ILMNILLUMINA, INC.$10,2310.0%+0%62.5
513AMT$AMTAMERICAN TOWER CORP /MA/$10,1820.0%+0%69.8
514KIM$KIMKIMCO REALTY CORP$10,1340.0%+0%70.1
515RBLX$RBLXRoblox Corp$10,1240.0%+0%53.7
516STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF$10,0670.0%+0%
517TEL$TELTE Connectivity plc$10,0330.0%+0%
518FSM$FSMFORTUNA MINING CORP.$9,9300.0%NEW
519IDA$IDAIDACORP INC$9,8390.0%+1%62.6
520ISHARES CORE 60/40 BALANCED ALLOCATION ETF$9,7970.0%-2%
521ALK$ALKALASKA AIR GROUP, INC.$9,7830.0%+0%56.3
522ISHARES CORE HIGH DIVIDEND ETF$9,6360.0%+0%
523YUMC$YUMCYum China Holdings, Inc.$9,5610.0%+0%65.2
524ISHARES FLOATING RATE BOND ETF$9,3750.0%+0%
525STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF$9,2940.0%+1%
526GD$GDGENERAL DYNAMICS CORP$9,2670.0%+0%73
527BP$BPBP PLC$9,2120.0%+0%
528NG$NGNOVAGOLD RESOURCES INC$8,9800.0%NEW
529NUE$NUENUCOR CORP$8,8780.0%+2%58.9
530SCHWAB U.S. REIT ETF$8,8450.0%+0%
531SIVR$SIVRabrdn Silver ETF Trust$8,5930.0%NEW
532BAX$BAXBAXTER INTERNATIONAL INC$8,4000.0%-50%45.7
533HRL$HRLHORMEL FOODS CORP /DE/$8,3270.0%+199%58.4
534AFG$AFGAMERICAN FINANCIAL GROUP INC$8,3010.0%+0%59.9
535ISHARES CORE U.S. AGGREGATE BOND ETF$8,2390.0%+0%
536LYB$LYBLyondellBasell Industries N.V.$8,2190.0%+1%
537SPHR$SPHRSphere Entertainment Co.$8,2180.0%+0%50.3
538TRV$TRVTRAVELERS COMPANIES, INC.$8,1670.0%+0%71.5
539DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF$8,1250.0%+0%
540JCI$JCIJohnson Controls International plc$7,9880.0%+0%
541DIMENSIONAL INTERNATIONAL SMALL CAP ETF$7,7780.0%+0%
542FOX$FOXFox Corp$7,6930.0%+1%65.1
543AVA$AVAAVISTA CORP$7,6770.0%+1%57.9
544CPNG$CPNGCoupang, Inc.$7,5520.0%+0%56.4
545FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND$7,5240.0%+0%
546ISHARES SELECT DIVIDEND ETF$7,4190.0%+0%
547IVZ$IVZInvesco Ltd.$7,2660.0%+0%
548HDB$HDBHDFC BANK LTD$7,2650.0%+0%
549OKE$OKEONEOK INC /NEW/$7,2310.0%-9%72
550FDS$FDSFACTSET RESEARCH SYSTEMS INC$7,1610.0%+0%67.9
551WCN$WCNWaste Connections, Inc.$7,1470.0%+0%
552ATI$ATIATI INC$7,1280.0%+0%64.5
553SII$SIISPROTT INC.$6,9140.0%+0%
554CMS$CMSCMS ENERGY CORP$6,7490.0%+0%61.5
555RCL$RCLROYAL CARIBBEAN CRUISES LTD$6,6040.0%+0%
556ADBE$ADBEADOBE INC.$6,5630.0%+0%80.4
557DIMENSIONAL EMERGING MARKETS VALUE ETF$6,4650.0%+0%
558FIG$FIGFigma, Inc.$6,3420.0%+0%45.2
559WELL$WELLWELLTOWER INC.$6,3270.0%+0%75.7
560JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF$6,2870.0%+1%
561PSKY$PSKYParamount Skydance Corp$6,2410.0%+0%62.5
562STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF$6,1730.0%+0%
563ISHARES ESG MSCI KLD 400 ETF$6,0990.0%+0%
564PACER DATA & INFRASTRUCTURE REAL ESTATE ETF$6,0970.0%-2%
565DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF$6,0330.0%-18%
566CSIQ$CSIQCanadian Solar Inc.$5,9560.0%+0%
567SFM$SFMSprouts Farmers Market, Inc.$5,8620.0%+0%73.4
568PROSHARES ULTRA BITCOIN ETF$5,8370.0%NEW
569RYN$RYNRAYONIER INC$5,8150.0%+0%68.1
570VRT$VRTVertiv Holdings Co$5,5130.0%+0%82.7
571O$OREALTY INCOME CORP$5,5060.0%+0%74.6
572HLT$HLTHilton Worldwide Holdings Inc.$5,4730.0%+0%73.1
573RPM$RPMRPM INTERNATIONAL INC/DE/$5,4670.0%+0%57.3
574STT$STTSTATE STREET CORP$5,3490.0%+0%61.5
575ACHR$ACHRArcher Aviation Inc.$5,2890.0%+0%25
576STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF$5,2800.0%+0%
577HWM$HWMHowmet Aerospace Inc.$5,2390.0%+0%79.1
578FISV$FISVFISERV INC$5,1890.0%+0%67.4
579VANGUARD MATERIALS ETF$5,1830.0%+0%
580ETHA$ETHAiShares Ethereum Trust ETF$5,1760.0%+0%
581GIS$GISGENERAL MILLS INC$5,1700.0%+1%64.1
582ATO$ATOATMOS ENERGY CORP$5,1300.0%+0%72
583BROS$BROSDutch Bros Inc.$5,0660.0%+0%65.9
584MRP$MRPMillrose Properties, Inc.$5,0400.0%+0%77.2
585XYL$XYLXylem Inc.$5,0190.0%+0%65.6
586VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF$5,0170.0%+0%
587VTRS$VTRSViatris Inc$5,0040.0%+0%47.1
588ZBH$ZBHZIMMER BIOMET HOLDINGS, INC.$4,9730.0%-94%64.9
589VANGUARD SMALL-CAP GROWTH ETF$4,8360.0%+0%
590VANECK SEMICONDUCTOR ETF$4,6340.0%+0%
591DAL$DALDELTA AIR LINES, INC.$4,5960.0%+0%64.4
592VANGUARD INTERMEDIATE-TERM TREASURY ETF$4,5850.0%+0%
593PPL$PPLPPL Corp$4,5460.0%-91%70.3
594ARMK$ARMKAramark$4,5000.0%+0%53
595ETR$ETRENTERGY CORP /DE/$4,4940.0%+0%65.1
596VST$VSTVistra Corp.$4,3770.0%+0%62.9
597DKS$DKSDICK'S SPORTING GOODS, INC.$4,3570.0%+0%67.9
598ISHARES ESG OPTIMIZED MSCI USA ETF$4,3460.0%+0%
599GEHC$GEHCGE HealthCare Technologies Inc.$4,2920.0%+0%58.2
600SYNA$SYNASYNAPTICS Inc$4,2020.0%NEW45.3
601ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF$4,1740.0%+0%
602TER$TERTERADYNE, INC$4,1500.0%+0%74.6
603LHX$LHXL3HARRIS TECHNOLOGIES, INC. /DE/$4,1420.0%+0%66.5
604VANGUARD LONG-TERM TREASURY ETF$4,0960.0%+0%
605HOOD$HOODRobinhood Markets, Inc.$4,0890.0%+195%75.8
606JBGS$JBGSJBG SMITH Properties$4,0470.0%+0%28.6
607KHC$KHCKraft Heinz Co$4,0220.0%+0%42.5
608CAG$CAGCONAGRA BRANDS INC.$4,0030.0%+2%48.2
609FTNT$FTNTFortinet, Inc.$3,9230.0%+0%78.1
610VLTO$VLTOVeralto Corp$3,8900.0%+0%74.4
611IBIT$IBITiShares Bitcoin Trust ETF$3,8800.0%+0%
612CME$CMECME GROUP INC.$3,8400.0%+0%74.5
613ISHARES ESG AWARE MSCI EAFE ETF$3,8380.0%+0%
614LULU$LULUlululemon athletica inc.$3,8280.0%+0%62.9
615STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF$3,8200.0%+0%
616PAYX$PAYXPAYCHEX INC$3,7770.0%+0%75.1
617DOV$DOVDOVER Corp$3,7520.0%+0%63.1
618AAL$AALAmerican Airlines Group Inc.$3,7050.0%+0%50.6
619WU$WUWestern Union CO$3,6770.0%+3%52.8
620DIREXION DAILY S&P OIL & GAS EXP. & PROD. BULL 2X ETF$3,5380.0%+0%
621DNN$DNNDENISON MINES CORP.$3,5300.0%NEW
622VANGUARD SHORT-TERM TREASURY ETF$3,5120.0%+0%
623MCO$MCOMOODYS CORP /DE/$3,4900.0%-11%81.3
624NTAP$NTAPNetApp, Inc.$3,4810.0%+0%75
625TDG$TDGTransDigm Group INC$3,4770.0%+0%75.4
626OZK$OZKBank OZK$3,4420.0%+0%
627STEW$STEWSRH Total Return Fund, Inc.$3,4200.0%+0%
628ISHARES MSCI UNITED KINGDOM ETF$3,4170.0%+0%
629PGR$PGRPROGRESSIVE CORP/OH/$3,3700.0%+0%83.6
630NTR$NTRNutrien Ltd.$3,3200.0%+0%
631OTIS$OTISOtis Worldwide Corp$3,3140.0%+0%60.3
632MAR$MARMARRIOTT INTERNATIONAL INC /MD/$3,2710.0%+0%65.9
633CART$CARTMaplebear Inc.$3,1840.0%+0%76.4
634GOOD$GOODGLADSTONE COMMERCIAL CORP$3,1810.0%+3%60.6
635CHKP$CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD$3,1430.0%+0%
636ATAI$ATAIAtai Beckley N.V.$3,0980.0%NEW
637SAP$SAPSAP SE$3,0820.0%+0%
638NUVEEN S&P 500 DYNAMIC OVERWRI COM$3,0690.0%NEW
639FMC$FMCFMC CORP$2,9960.0%+0%28.6
640TFC$TFCTRUIST FINANCIAL CORP$2,9880.0%+0%
641STATE STREET SPDR S&P BANK ETF$2,9780.0%+0%
642NWG$NWGNatWest Group plc$2,9350.0%+0%
643VANGUARD INTERMEDIATE-TERM BOND ETF$2,9330.0%+0%
644DOW$DOWDOW INC.$2,9050.0%+1%38
645CHD$CHDCHURCH & DWIGHT CO INC /DE/$2,8930.0%+0%65.3
646PACER TRENDPILOT US MID CAP ETF$2,8890.0%-41%
647HEI$HEIHEICO CORP$2,7420.0%+0%79.2
648TRP$TRPTC ENERGY CORP$2,6920.0%+0%
649DB$DBDEUTSCHE BANK AKTIENGESELLSCHAFT$2,6800.0%+0%
650SID$SIDNATIONAL STEEL CO$2,5980.0%+0%
651SPGI$SPGIS&P Global Inc.$2,5520.0%+0%79.4
652TOST$TOSTToast, Inc.$2,5450.0%+0%69.5
653IVZ$IVZInvesco Ltd.$2,5100.0%+0%
654CNP$CNPCENTERPOINT ENERGY INC$2,4600.0%+0%55.9
655ISHARES MBS ETF$2,3740.0%-46%
656STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF$2,3610.0%+2%
657TKO$TKOTKO Group Holdings, Inc.$2,2180.0%+0%73.1
658STE$STESTERIS plc$2,2110.0%+0%
659BBVA$BBVABANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2,1660.0%+0%
660MSCI$MSCIMSCI Inc.$2,1560.0%+0%77.6
661AME$AMEAMETEK INC/$2,1440.0%+0%74.2
662NEOS MLP & ENERGY INFRASTRUCTURE HIGH INCOME ETF$2,0630.0%NEW
663JKHY$JKHYJACK HENRY & ASSOCIATES INC$2,0550.0%+0%72.8
664AMAT$AMATAPPLIED MATERIALS INC /DE$2,0510.0%+0%74.8
665APD$APDAir Products & Chemicals, Inc.$2,0330.0%+0%41.2
666STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF$2,0290.0%+0%
667SAN$SANBanco Santander, S.A.$2,0080.0%+0%
668IR$IRIngersoll Rand Inc.$2,0030.0%+0%55.4
669CANARY XRP ETF$2,0020.0%+0%
670ISHARES ESG AWARE USD CORPORATE BOND ETF$1,9970.0%+0%
671RELX$RELXRELX PLC$1,9890.0%+0%
672MHK$MHKMOHAWK INDUSTRIES INC$1,9690.0%+0%56.8
673FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX$1,9640.0%NEW
674GDRX$GDRXGoodRx Holdings, Inc.$1,9600.0%+0%52.5
675RMT$RMTROYCE MICRO-CAP TRUST, INC.$1,9570.0%+0%
676BURL$BURLBurlington Stores, Inc.$1,9520.0%+0%59.4
677THEMES URANIUM & NUCLEAR ETF$1,9110.0%NEW
678ZETA$ZETAZeta Global Holdings Corp.$1,8790.0%NEW53.6
679ISHARES ESG AWARE US AGGREGATE BOND ETF$1,8740.0%+0%
680VANECK URANIUM AND NUCLEAR ETF$1,8650.0%-84%
681CNI$CNICANADIAN NATIONAL RAILWAY CO$1,8500.0%+0%
682ISHARES RUSSELL MID-CAP GROWTH ETF$1,7940.0%+0%
683RVT$RVTROYCE SMALL-CAP TRUST, INC.$1,7760.0%+0%
684PLD$PLDPrologis, Inc.$1,7180.0%+0%67.5
685NATL$NATLNCR Atleos Corp$1,7000.0%+0%46.3
686BTI$BTIBritish American Tobacco p.l.c.$1,6960.0%+0%
687RUM$RUMRUM Group Inc.$1,6830.0%+0%24.9
688RIVN$RIVNRivian Automotive, Inc. / DE$1,6560.0%+0%36
689ALNY$ALNYALNYLAM PHARMACEUTICALS, INC.$1,6540.0%+0%60.9
690CTVA$CTVACorteva, Inc.$1,6410.0%+0%48.4
691SONY$SONYSony Group Corp$1,5940.0%+0%
692NCLH$NCLHNorwegian Cruise Line Holdings Ltd.$1,5710.0%+0%
693BATRA$BATRAAtlanta Braves Holdings, Inc.$1,5560.0%+0%30.8
694SOLV$SOLVSolventum Corp$1,5020.0%+0%55.7
695VANGUARD LONG-TERM CORPORATE BOND ETF$1,4940.0%-5%
696ARES$ARESAres Management Corp$1,4180.0%+0%70.8
697WGO$WGOWINNEBAGO INDUSTRIES INC$1,4000.0%+0%46.6
698SCHWAB INTERMEDIATE-TERM US TREASURY ETF$1,3950.0%+0%
699RYAAY$RYAAYRYANAIR HOLDINGS PLC$1,3870.0%+0%
700TOL$TOLToll Brothers, Inc.$1,3760.0%+0%68.3
701AVANTIS U.S. EQUITY ETF$1,3410.0%+0%
702APO$APOApollo Global Management, Inc.$1,3370.0%+0%55.7
703BUD$BUDAnheuser-Busch InBev SA/NV$1,3180.0%+0%
704PAAS$PAASPAN AMERICAN SILVER CORP$1,3110.0%+0%
705TTD$TTDTrade Desk, Inc.$1,2930.0%+0%72.2
706WT$WTWisdomTree, Inc.$1,2910.0%+0%62.9
707BCE$BCEBCE INC$1,2870.0%+0%
708DG$DGDOLLAR GENERAL CORP$1,2710.0%+0%60.4
709PODD$PODDINSULET CORP$1,2590.0%+0%70.4
710MDY$MDYSPDR S&P MIDCAP 400 ETF TRUST$1,2340.0%+0%
711HUBS$HUBSHUBSPOT INC$1,2210.0%+0%58.1
712APP$APPAppLovin Corp$1,1940.0%+0%86.8
713AVB$AVBAVALONBAY COMMUNITIES INC$1,1860.0%+0%57.5
714CTAS$CTASCINTAS CORP$1,1840.0%+0%76.3
715PINS$PINSPINTEREST, INC.$1,1740.0%+0%62
716Q$QQnity Electronics, Inc.$1,1560.0%+0%
717CLH$CLHCLEAN HARBORS INC$1,1470.0%+0%56.3
718VSNT$VSNTVersant Media Group, Inc.$1,1110.0%NEW
719UHAL$UHALU-Haul Holding Co /NV/$1,0990.0%+0%28.1
720GWW$GWWW.W. GRAINGER, INC.$1,0910.0%+0%69.5
721ADI$ADIANALOG DEVICES INC$9540.0%+0%76.2
722ARCO$ARCOArcos Dorados Holdings Inc.$9490.0%+0%
723DD$DDDuPont de Nemours, Inc.$9430.0%+0%31.1
724LYV$LYVLive Nation Entertainment, Inc.$9150.0%+0%55
725NIO$NIONIO Inc.$9050.0%+0%
726ONDS$ONDSOndas Inc.$9040.0%NEW31.8
727ONC$ONCBeOne Medicines Ltd.$8910.0%+0%
728BALL$BALLBALL Corp$8870.0%-17%54.2
729ELV$ELVElevance Health, Inc.$8780.0%+0%59.4
730MICC$MICCMagnum Ice Cream Co N.V.$8670.0%+0%
731AVANTIS INTERNATIONAL EQUITY ETF$8590.0%+0%
732DJT$DJTTrump Media & Technology Group Corp.$8540.0%+0%22.2
733AI$AIC3.ai, Inc.$8420.0%+0%15.2
734TT$TTTrane Technologies plc$8330.0%+0%
735AVANTIS U.S. LARGE CAP VALUE ETF$8110.0%+0%
736TXG$TXG10x Genomics, Inc.$8070.0%+0%44.1
737ECL$ECLECOLAB INC.$7980.0%+0%64.3
738KD$KDKyndryl Holdings, Inc.$7870.0%-25%46
739AVANTIS U.S. MID CAP VALUE ETF$7460.0%+0%
740GRAL$GRALGRAIL, Inc.$7240.0%+0%31.9
741WEN$WENWendy's Co$6740.0%+0%54.6
742SLB$SLBSLB LIMITED/NV$6680.0%+0%63.2
743AVANTIS EMERGING MARKETS EQUITY ETF$6550.0%+0%
744ATOM$ATOMAtomera Inc$6480.0%+0%
745ARK BLOCKCHAIN & FINTECH INNOVATION ETF$6080.0%+0%
746SCHWAB US AGGREGATE BOND ETF$6040.0%NEW
747NLY$NLYANNALY CAPITAL MANAGEMENT INC$5710.0%+0%
748NEM$NEMNEWMONT Corp /DE/$5410.0%-98%88.3
749BEN$BENFRANKLIN RESOURCES INC$5040.0%+0%59.9
750VYX$VYXNCR Voyix Corp$5000.0%+0%30.5
751LAD$LADLITHIA MOTORS INC$4990.0%+0%59.1
752__PARK_1390777$__PARK_1390777Bank of New York Mellon Corp$4750.0%+0%36.7
753CRI$CRICARTERS INC$3980.0%+0%37.8
754BURU$BURUNuburu, Inc.$3550.0%-80%
755RGTI$RGTIRigetti Computing, Inc.$3510.0%+0%8.1
756AA$AAAlcoa Corp$3470.0%+0%66.2
757ARM$ARMARM HOLDINGS PLC /UK$3030.0%-97%
758RGS$RGSREGIS CORP$2960.0%+0%44.3
759ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$2850.0%+0%
760SOBO$SOBOSouth Bow Corp$2670.0%+0%
761IVR$IVRInvesco Mortgage Capital Inc.$2420.0%+0%
762ONON$ONONOn Holding AG$2380.0%-63%
763FUBO$FUBOFuboTV Inc.$2370.0%-92%45.7
764VERU$VERUVERU INC.$2210.0%+0%
765ISHARES CORE MSCI EAFE ETF$2020.0%+0%
766JELD$JELDJELD-WEN Holding, Inc.$2000.0%+0%25.4
767OGN$OGNOrganon & Co.$1230.0%+0%55.1
768TAOX$TAOXTAO Synergies Inc.$1140.0%+0%
769ISHARES 10-20 YEAR TREASURY BOND ETF$1130.0%+0%
770TRIP$TRIPTripAdvisor, Inc.$960.0%+0%51.5
771VUZI$VUZIVuzix Corp$920.0%+0%
772CLF$CLFCLEVELAND-CLIFFS INC.$850.0%+0%35.7
773SCHWAB US TIPS ETF$800.0%+0%
774STATE STREET BLACKSTONE SENIOR LOAN ETF$800.0%-100%
775SNPS$SNPSSYNOPSYS INC$660.0%+0%63.1
776ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF$210.0%+0%
777VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF$150.0%NEW
778CGC$CGCCanopy Growth Corp$70.0%+0%20.1
779WKHS$WKHSWorkhorse Group Inc.$30.0%+0%23
780ENLIGHTIFY INC COM NEW$00.0%+0%
781INVESCO WILDERHILL CLEAN ENERGY ETF$00.0%NEW

New Positions (28)

PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND$107,223
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND$106,488
AEHR$AEHR AEHR TEST SYSTEMS$68,005
OSS$OSS ONE STOP SYSTEMS, INC.$51,499
CLPT$CLPT ClearPoint Neuro, Inc.$48,403
CICB$CICB CION Investment Corp$24,140
SITM$SITM SITIME Corp$18,994
VANECK RARE EARTH AND STRATEGIC METALS ETF$17,600
SPPP$SPPP SPROTT PHYSICAL PLATINUM & PALLADIUM TRUST$15,530
OLN$OLN OLIN Corp$14,982
CRDO$CRDO Credo Technology Group Holding Ltd$11,734
STATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF$11,665
HBM$HBM Hudbay Minerals Inc.$10,450
FSM$FSM FORTUNA MINING CORP.$9,930
NG$NG NOVAGOLD RESOURCES INC$8,980

Exited Positions (43)

CYBR$CYBR CyberArk Software Ltd.
ISHARES MSCI BRAZIL ETF
JANUS HENDERSON AAA CLO ETF
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
EPD$EPD ENTERPRISE PRODUCTS PARTNERS L.P.
ISHARES CORE S&P MID-CAP ETF
FIRST TRUST WATER ETF
GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
BPRE$BPRE Bluerock Private Real Estate Fund
DAVIS SELECT FINANCIAL ETF
PHYS$PHYS Sprott Physical Gold Trust
LTBR$LTBR LIGHTBRIDGE Corp
CMBT$CMBT CMB.TECH NV
EB$EB Eventbrite, Inc.
TWLO$TWLO TWILIO INC

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