LGT Financial Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1965191
Institutional-grade research for retail investors
13F Reported Value
ⓘ$19.5M
Holdings
251
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
LGT Financial Advisors LLC disclosed 251 positions worth $19.5M in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 16.8% of the equity portfolio. During the quarter the fund opened 13 new positions and exited 22 — including a new stake in $SPY. The portfolio is most concentrated in Other (46.1% of disclosed assets). All figures are sourced directly from LGT Financial Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1965191.
AI Fund Analysis
ConcentratingJ P MORGAN EXCHANGE TRADED
11.8% weight
Held 9 quarters
$XOM6.9% weight
Held 9 quarters
$MSFT6.3% weight
Held 9 quarters
$AAPL6.2% weight
Held 9 quarters
$CVX5.4% weight
Held 9 quarters
$AEP7 quarters accumulating
ISHARES TR
7 quarters accumulating
$SPY5 quarters accumulating
$ABBV4 quarters accumulating
$MCD4 quarters accumulating
Sector Allocation
OtherTechnologyEnergyFinancialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$3.3M5,043 sh J P MORGAN EXCHANGE TRADED F
—Quality
$2.3M40,625 sh- 61.8#782
Quality
$1.3M7,946 sh - 83.7
Quality
$1.2M3,293 sh - 76.1
Quality
$1.2M4,761 sh - 54.7
Quality
$1.1M5,123 sh ISHARES TR
—Quality
$406.6K4,282 sh- 59.3
Quality
$329.4K1,514 sh - 74.6
Quality
$313.0K1,503 sh - 80.2
Quality
$310.3K1,079 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $3.3M | 5,043 |
| J P MORGAN EXCHANGE TRADED F | — | $2.3M | 40,625 |
| EXXON MOBIL CORP$XOM | 61.8#782 | $1.3M | 7,946 |
| MICROSOFT CORP$MSFT | 83.7 | $1.2M | 3,293 |
| Apple Inc.$AAPL | 76.1 | $1.2M | 4,761 |
| CHEVRON CORP$CVX | 54.7 | $1.1M | 5,123 |
| ISHARES TR | — | $406.6K | 4,282 |
| AbbVie Inc.$ABBV | 59.3 | $329.4K | 1,514 |
 AMAZON COM INC$AMZN | 74.6 | $313.0K | 1,503 |
 Alphabet Inc.$GOOG | 80.2 | $310.3K | 1,079 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LGT Financial Advisors LLC's 251 positions.
Showing top 10 of 251 holdings.
Sector Allocation
Other
$9.0M
Technology
$3.5M
Energy
$2.5M
Financials
$1.7M
Consumer Discretionary
$899,553
Healthcare
$535,294
Industrials
$340,738
Real Estate
$304,978
Full Holdings — LGT Financial Advisors LLC (Q1 2026)
All 251 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 | $SPY | SPDR S&P 500 ETF TRUST | $3.3M | 16.8% | NEW | — |
| 2 | — | J P MORGAN EXCHANGE TRADED F | $2.3M | 11.8% | +7% | — |
| 3 | $XOM | EXXON MOBIL CORP | $1.3M | 6.9% | +1% | 61.8 |
| 4 | $MSFT | MICROSOFT CORP | $1.2M | 6.3% | +2% | 83.7 |
| 5 | $AAPL | Apple Inc. | $1.2M | 6.2% | -1% | 76.1 |
| 6 | $CVX | CHEVRON CORP | $1.1M | 5.4% | -17% | 54.7 |
| 7 | — | ISHARES TR | $406,589 | 2.1% | +7% | — |
| 8 | $ABBV | AbbVie Inc. | $329,387 | 1.7% | +0% | 59.3 |
| 9 | $AMZN | AMAZON COM INC | $313,030 | 1.6% | +0% | 74.6 |
| 10 | $GOOG | Alphabet Inc. | $310,277 | 1.6% | +0% | 80.2 |
| 11 | $MCD | MCDONALDS CORP | $207,445 | 1.1% | +0% | 73.9 |
| 12 |  $IAU | ISHARES GOLD TRUST | $187,340 | 1.0% | -28% | — |
| 13 | — | SCHWAB STRATEGIC TR | $186,034 | 0.9% | -7% | — |
| 14 | — | VANGUARD WHITEHALL FDS | $182,607 | 0.9% | -6% | — |
| 15 |  $SGOL | abrdn Gold ETF Trust | $178,480 | 0.9% | +0% | — |
| 16 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $167,382 | 0.9% | +0% | — |
| 17 | — | J P MORGAN EXCHANGE TRADED F | $159,919 | 0.8% | +11% | — |
| 18 |  $UPS | UNITED PARCEL SERVICE INC | $147,570 | 0.8% | +0% | 58.2 |
| 19 |  $PLD | Prologis, Inc. | $142,244 | 0.7% | +1% | 67.5 |
| 20 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $139,400 | 0.7% | +0% | 50.6 |
| 21 |  $NVDA | NVIDIA CORP | $132,196 | 0.7% | +0% | 90.2 |
| 22 | — | PROFESIONALLY MANAGED PORTFO | $131,597 | 0.7% | +0% | — |
| 23 | $AEP | AMERICAN ELECTRIC POWER CO INC | $131,398 | 0.7% | +1% | 75.4 |
| 24 | — | SCHWAB STRATEGIC TR | $131,282 | 0.7% | +0% | — |
| 25 | — | VANGUARD INTL EQUITY INDEX F | $131,072 | 0.7% | +0% | — |
| 26 |  $SILA | Sila Realty Trust, Inc. | $126,346 | 0.7% | +0% | 51.3 |
| 27 | — | VANGUARD INDEX FDS | $124,637 | 0.6% | +0% | — |
| 28 |  $WMT | Walmart Inc. | $116,158 | 0.6% | +0% | 63.2 |
| 29 |  $SFNC | SIMMONS FIRST NATIONAL CORP | $114,677 | 0.6% | +0% | — |
| 30 |  $GLDM | World Gold Trust | $113,731 | 0.6% | -24% | — |
| 31 |  $AAP | ADVANCE AUTO PARTS INC | $105,500 | 0.5% | +0% | 42.3 |
| 32 | — | VANGUARD WORLD FD | $105,208 | 0.5% | +2332% | — |
| 33 |  $MFC | MANULIFE FINANCIAL CORP | $101,770 | 0.5% | +0% | — |
| 34 | — | THRIVENT ETF TRUST | $97,550 | 0.5% | -9% | — |
| 35 | — | J P MORGAN EXCHANGE TRADED F | $92,414 | 0.5% | +6% | — |
| 36 | — | PRAXIS FDS | $91,022 | 0.5% | +23% | — |
| 37 |  $XYZ | Block, Inc. | $90,270 | 0.5% | +50% | 60.3 |
| 38 | — | AMERICAN CENTY ETF TR | $89,159 | 0.5% | +7% | — |
| 39 |  $IVZ | Invesco Ltd. | $86,334 | 0.4% | +4% | — |
| 40 |  $GLD | SPDR GOLD TRUST | $85,628 | 0.4% | NEW | — |
| 41 | — | STRATEGY SHS | $85,033 | 0.4% | +10% | — |
| 42 |  $CMPS | COMPASS Pathways plc | $81,291 | 0.4% | +0% | — |
| 43 | $IVZ | Invesco Ltd. | $81,028 | 0.4% | +0% | — |
| 44 |  $JNJ | JOHNSON & JOHNSON | $79,311 | 0.4% | +0% | 72.8 |
| 45 | — | PRAXIS FDS | $78,751 | 0.4% | -16% | — |
| 46 |  $VZ | VERIZON COMMUNICATIONS INC | $75,300 | 0.4% | +0% | 71.6 |
| 47 |  $TE | T1 Energy Inc. | $73,906 | 0.4% | +0% | 23.8 |
| 48 |  $SLDP | Solid Power, Inc. | $71,175 | 0.4% | +0% | 14.5 |
| 49 | — | ISHARES TR | $68,853 | 0.3% | +892% | — |
| 50 | — | ISHARES TR | $64,881 | 0.3% | +424% | — |
| 51 |  $BX | Blackstone Inc. | $63,245 | 0.3% | NEW | 68 |
| 52 |  $KMB | KIMBERLY CLARK CORP | $60,761 | 0.3% | -8% | 61.7 |
| 53 |  $TGT | TARGET CORP | $60,600 | 0.3% | +0% | 53.1 |
| 54 |  $GOOGL | Alphabet Inc. | $59,380 | 0.3% | +0% | 80.2 |
| 55 | — | J P MORGAN EXCHANGE TRADED F | $57,308 | 0.3% | +98% | — |
| 56 | $IVZ | Invesco Ltd. | $57,119 | 0.3% | -41% | — |
| 57 |  $CDE | Coeur Mining, Inc. | $56,310 | 0.3% | +0% | 78.1 |
| 58 | — | VANECK ETF TRUST | $54,221 | 0.3% | +31% | — |
| 59 |  $MEOH | METHANEX CORP | $54,062 | 0.3% | +0% | — |
| 60 |  $DUK | Duke Energy CORP | $53,943 | 0.3% | -28% | 64 |
| 61 | — | VANGUARD MUN BD FDS | $50,314 | 0.3% | -0% | — |
| 62 | — | SCHWAB STRATEGIC TR | $50,213 | 0.3% | +3% | — |
| 63 |  $ETSY | ETSY INC | $49,980 | 0.3% | +0% | 50.4 |
| 64 |  $LRCX | LAM RESEARCH CORP | $49,355 | 0.3% | +0% | 82.4 |
| 65 |  $PAYX | PAYCHEX INC | $48,839 | 0.3% | -29% | 75.1 |
| 66 | — | J P MORGAN EXCHANGE TRADED F | $48,627 | 0.3% | -1% | — |
| 67 |  $ACP | abrdn Income Credit Strategies Fund | $48,282 | 0.3% | +0% | — |
| 68 |  $MP | MP Materials Corp. / DE | $48,260 | 0.3% | NEW | 23.5 |
| 69 |  $PG | PROCTER & GAMBLE Co | $47,336 | 0.2% | +0% | 72.9 |
| 70 | — | ISHARES INC | $45,163 | 0.2% | +0% | — |
| 71 | $IVZ | Invesco Ltd. | $42,167 | 0.2% | +0% | — |
| 72 | — | VANGUARD TAX-MANAGED FDS | $40,785 | 0.2% | +0% | — |
| 73 |  $UL | UNILEVER PLC | $40,164 | 0.2% | +0% | — |
| 74 |  $APA | APA Corp | $39,087 | 0.2% | +0% | — |
| 75 | $IVZ | Invesco Ltd. | $38,541 | 0.2% | +0% | — |
| 76 | — | ISHARES U S ETF TR | $37,974 | 0.2% | +0% | — |
| 77 | $IVZ | Invesco Ltd. | $37,228 | 0.2% | +21% | — |
| 78 | — | J P MORGAN EXCHANGE TRADED F | $35,548 | 0.2% | +10% | — |
| 79 |  $AVGO | Broadcom Inc. | $34,665 | 0.2% | +0% | 86.4 |
| 80 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $34,471 | 0.2% | +0% | — |
| 81 |  $IBIT | iShares Bitcoin Trust ETF | $34,109 | 0.2% | -39% | — |
| 82 |  $SU | SUNCOR ENERGY INC | $33,276 | 0.2% | NEW | — |
| 83 |  $GS | GOLDMAN SACHS GROUP INC | $32,171 | 0.2% | NEW | — |
| 84 | $IVZ | Invesco Ltd. | $31,970 | 0.2% | +0% | — |
| 85 |  $QS | QuantumScape Corp | $30,956 | 0.2% | +0% | — |
| 86 |  $CPNG | Coupang, Inc. | $30,208 | 0.1% | +0% | 56.4 |
| 87 | — | J P MORGAN EXCHANGE TRADED F | $28,350 | 0.1% | -1% | — |
| 88 |  $T | AT&T INC. | $28,302 | 0.1% | -39% | 71.9 |
| 89 | — | SCHWAB STRATEGIC TR | $28,027 | 0.1% | +3% | — |
| 90 |  $HOOD | Robinhood Markets, Inc. | $27,651 | 0.1% | +0% | 75.8 |
| 91 | — | GLOBAL X FDS | $26,375 | 0.1% | +164% | — |
| 92 | — | INVESCO EXCHANGE TRADED FD T | $25,546 | 0.1% | +0% | — |
| 93 | — | VANGUARD BD INDEX FDS | $24,929 | 0.1% | +0% | — |
| 94 | — | VANGUARD SCOTTSDALE FDS | $24,620 | 0.1% | +0% | — |
| 95 |  $SNOW | Snowflake Inc. | $23,980 | 0.1% | +0% | 49.6 |
| 96 |  $BRK.B | BERKSHIRE HATHAWAY INC | $23,960 | 0.1% | +0% | 64.5 |
| 97 | — | J P MORGAN EXCHANGE TRADED F | $22,929 | 0.1% | +3% | — |
| 98 | — | PROSHARES TR | $22,139 | 0.1% | +0% | — |
| 99 |  $MA | Mastercard Inc | $21,985 | 0.1% | +0% | 81.7 |
| 100 |  $FSS | FEDERAL SIGNAL CORP /DE/ | $21,926 | 0.1% | +0% | 71.8 |
| 101 | — | J P MORGAN EXCHANGE TRADED F | $21,889 | 0.1% | -23% | — |
| 102 | $IVZ | Invesco Ltd. | $21,419 | 0.1% | +0% | — |
| 103 | — | VANGUARD WHITEHALL FDS | $21,204 | 0.1% | +10% | — |
| 104 |  $PSX | Phillips 66 | $20,331 | 0.1% | +1% | 47.6 |
| 105 |  $MS | MORGAN STANLEY | $19,090 | 0.1% | +0% | — |
| 106 | — | THRIVENT ETF TRUST | $18,254 | 0.1% | +85% | — |
| 107 |  $TWLO | TWILIO INC | $17,489 | 0.1% | +0% | 59.5 |
| 108 | — | DBX ETF TR | $16,367 | 0.1% | -1% | — |
| 109 | — | VANGUARD SCOTTSDALE FDS | $14,998 | 0.1% | +0% | — |
| 110 |  $UAA | Under Armour, Inc. | $14,775 | 0.1% | +0% | 40.5 |
| 111 |  $ANET | Arista Networks, Inc. | $14,488 | 0.1% | +0% | 86 |
| 112 |  $CRDO | Credo Technology Group Holding Ltd | $14,362 | 0.1% | +0% | — |
| 113 |  $OBDC | Blue Owl Capital Corp | $14,312 | 0.1% | +0% | — |
| 114 |  $CGBD | Carlyle Secured Lending, Inc. | $14,113 | 0.1% | +0% | — |
| 115 | — | J P MORGAN EXCHANGE TRADED F | $14,100 | 0.1% | +24% | — |
| 116 |  $SES | SES AI Corp | $13,555 | 0.1% | +0% | 8.1 |
| 117 |  $JPM | JPMORGAN CHASE & CO | $13,365 | 0.1% | +0% | 35.6 |
| 118 | — | ISHARES INC | $12,644 | 0.1% | -67% | — |
| 119 |  $ETN | Eaton Corp plc | $12,518 | 0.1% | +0% | — |
| 120 | — | VANECK ETF TRUST | $12,480 | 0.1% | +0% | — |
| 121 |  $MCK | MCKESSON CORP | $12,308 | 0.1% | -18% | 63.7 |
| 122 |  $CBOE | Cboe Global Markets, Inc. | $11,746 | 0.1% | +0% | 81.2 |
| 123 | — | J P MORGAN EXCHANGE TRADED F | $11,721 | 0.1% | -10% | — |
| 124 |  $ICE | Intercontinental Exchange, Inc. | $11,699 | 0.1% | +0% | 73.8 |
| 125 |  $UBER | Uber Technologies, Inc | $11,653 | 0.1% | +0% | 79.3 |
| 126 |  $FANG | Diamondback Energy, Inc. | $11,107 | 0.1% | +0% | 81.4 |
| 127 | — | J P MORGAN EXCHANGE TRADED F | $11,073 | 0.1% | -36% | — |
| 128 | — | ETF SER SOLUTIONS | $10,977 | 0.1% | +0% | — |
| 129 |  $OFS | OFS Capital Corp | $10,952 | 0.1% | NEW | — |
| 130 |  $NEE | NEXTERA ENERGY INC | $10,588 | 0.1% | +0% | 71.7 |
| 131 |  $CICB | CION Investment Corp | $10,547 | 0.1% | +0% | — |
| 132 |  $CCZ | COMCAST CORP | $10,537 | 0.1% | NEW | 70.4 |
| 133 |  $DIS | Walt Disney Co | $10,409 | 0.1% | +0% | 68.9 |
| 134 |  $CFR | CULLEN/FROST BANKERS, INC. | $10,380 | 0.1% | +1% | 66.5 |
| 135 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $10,281 | 0.1% | +0% | 74.4 |
| 136 | — | J P MORGAN EXCHANGE TRADED F | $10,164 | 0.1% | -2% | — |
| 137 | — | BONDBLOXX ETF TRUST | $9,997 | 0.1% | +0% | — |
| 138 |  $CASY | CASEYS GENERAL STORES INC | $9,710 | 0.1% | +0% | 59.9 |
| 139 |  $Q | Qnity Electronics, Inc. | $9,360 | 0.1% | +0% | — |
| 140 |  $WRB | BERKLEY W R CORP | $9,344 | 0.1% | +0% | 71.8 |
| 141 |  $DD | DuPont de Nemours, Inc. | $9,250 | 0.1% | +0% | 31.1 |
| 142 | — | J P MORGAN EXCHANGE TRADED F | $9,240 | 0.1% | -2% | — |
| 143 | — | VANECK ETF TRUST | $9,202 | 0.1% | -99% | — |
| 144 | $GS | GOLDMAN SACHS GROUP INC | $9,072 | 0.1% | NEW | — |
| 145 |  $CRWD | CrowdStrike Holdings, Inc. | $8,979 | 0.1% | +0% | 55 |
| 146 |  $IVR | Invesco Mortgage Capital Inc. | $8,961 | 0.1% | +0% | — |
| 147 | — | ISHARES TR | $8,942 | 0.1% | +9% | — |
| 148 | — | J P MORGAN EXCHANGE TRADED F | $8,910 | 0.1% | +63% | — |
| 149 |  $PGR | PROGRESSIVE CORP/OH/ | $8,723 | 0.0% | +0% | 83.6 |
| 150 |  $LNT | ALLIANT ENERGY CORP | $8,688 | 0.0% | +1% | 56.7 |
| 151 |  $BAC | BANK OF AMERICA CORP /DE/ | $8,612 | 0.0% | +1% | 68.4 |
| 152 | — | ISHARES TR | $8,554 | 0.0% | -59% | — |
| 153 |  $WFC | WELLS FARGO & COMPANY/MN | $8,518 | 0.0% | +0% | — |
| 154 |  $MTB | M&T BANK CORP | $8,513 | 0.0% | +0% | 64.1 |
| 155 |  $SO | SOUTHERN CO | $8,397 | 0.0% | +0% | 65.1 |
| 156 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $8,288 | 0.0% | +0% | 70.9 |
| 157 |  $AXP | AMERICAN EXPRESS CO | $8,167 | 0.0% | +0% | 73.2 |
| 158 |  $ADI | ANALOG DEVICES INC | $8,095 | 0.0% | +0% | 76.2 |
| 159 |  $DDOG | Datadog, Inc. | $8,027 | 0.0% | +0% | 62.9 |
| 160 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $7,999 | 0.0% | +0% | 66.7 |
| 161 | — | VANGUARD WORLD FD | $7,806 | 0.0% | +0% | — |
| 162 |  $MKL | MARKEL GROUP INC. | $7,656 | 0.0% | +0% | 68.2 |
| 163 |  $CRH | CRH PUBLIC LTD CO | $7,616 | 0.0% | +0% | — |
| 164 |  $LAMR | LAMAR ADVERTISING CO/NEW | $7,491 | 0.0% | +2% | 67.8 |
| 165 |  $TOL | Toll Brothers, Inc. | $7,445 | 0.0% | +2% | 68.3 |
| 166 |  $APD | Air Products & Chemicals, Inc. | $7,308 | 0.0% | +0% | 41.2 |
| 167 | — | J P MORGAN EXCHANGE TRADED F | $7,301 | 0.0% | +4% | — |
| 168 |  $HUBB | HUBBELL INC | $7,240 | 0.0% | +0% | 68.7 |
| 169 |  $GMED | GLOBUS MEDICAL INC | $7,237 | 0.0% | -28% | 77.6 |
| 170 |  $SYK | STRYKER CORP | $7,229 | 0.0% | +0% | 69.8 |
| 171 |  $HCA | HCA Healthcare, Inc. | $7,099 | 0.0% | +0% | 70.5 |
| 172 |  $HLT | Hilton Worldwide Holdings Inc. | $6,994 | 0.0% | +0% | 73.1 |
| 173 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $6,978 | 0.0% | +0% | 71.2 |
| 174 |  $XEL | XCEL ENERGY INC | $6,834 | 0.0% | +1% | — |
| 175 | — | J P MORGAN EXCHANGE TRADED F | $6,827 | 0.0% | -3% | — |
| 176 | — | J P MORGAN EXCHANGE TRADED F | $6,788 | 0.0% | +4% | — |
| 177 | — | J P MORGAN EXCHANGE TRADED F | $6,694 | 0.0% | +0% | — |
| 178 | — | J P MORGAN EXCHANGE TRADED F | $6,571 | 0.0% | +10% | — |
| 179 |  $IDA | IDACORP INC | $6,561 | 0.0% | +0% | 62.6 |
| 180 |  $HSY | HERSHEY CO | $6,500 | 0.0% | +0% | 59.4 |
| 181 |  $SNX | TD SYNNEX CORP | $6,427 | 0.0% | +0% | 55.2 |
| 182 |  $CTVA | Corteva, Inc. | $6,376 | 0.0% | +0% | 48.4 |
| 183 |  $V | VISA INC. | $6,347 | 0.0% | +0% | 83.5 |
| 184 |  $AVY | Avery Dennison Corp | $6,281 | 0.0% | +0% | 62.9 |
| 185 |  $YUM | YUM BRANDS INC | $6,209 | 0.0% | +0% | 71.7 |
| 186 | — | FIDELITY MERRIMACK STR TR | $6,204 | 0.0% | +0% | — |
| 187 |  $TEL | TE Connectivity plc | $6,133 | 0.0% | +0% | — |
| 188 |  $BLDR | Builders FirstSource, Inc. | $6,092 | 0.0% | NEW | 48.4 |
| 189 |  $FERG | Ferguson Enterprises Inc. /DE/ | $5,967 | 0.0% | +4% | 58.9 |
| 190 |  $ALC | ALCON INC | $5,953 | 0.0% | +0% | — |
| 191 |  $SUNB | Sunbelt Rentals Holdings, Inc. | $5,923 | 0.0% | NEW | — |
| 192 |  $HD | HOME DEPOT, INC. | $5,920 | 0.0% | +0% | 69.2 |
| 193 |  $KDP | Keurig Dr Pepper Inc. | $5,852 | 0.0% | +1% | 63.1 |
| 194 |  $SHW | SHERWIN WILLIAMS CO | $5,770 | 0.0% | +0% | 65.3 |
| 195 |  $REXR | Rexford Industrial Realty, Inc. | $5,748 | 0.0% | +1% | 53.8 |
| 196 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $5,662 | 0.0% | +0% | 63.7 |
| 197 |  $CNH | CNH Industrial N.V. | $5,606 | 0.0% | +0% | — |
| 198 |  $OTIS | Otis Worldwide Corp | $5,476 | 0.0% | +0% | 60.3 |
| 199 |  $CCI | CROWN CASTLE INC. | $5,360 | 0.0% | +2% | 52.9 |
| 200 |  $GEHC | GE HealthCare Technologies Inc. | $5,352 | 0.0% | +0% | 58.2 |
| 201 |  $PM | Philip Morris International Inc. | $5,291 | 0.0% | +0% | 80.5 |
| 202 |  $ACGL | ARCH CAPITAL GROUP LTD. | $5,279 | 0.0% | +0% | — |
| 203 |  $CPAY | CORPAY, INC. | $5,238 | 0.0% | +0% | 67.1 |
| 204 |  $ADSK | Autodesk, Inc. | $5,027 | 0.0% | +0% | 76.4 |
| 205 |  $SOLV | Solventum Corp | $4,898 | 0.0% | +0% | 55.7 |
| 206 |  $CSCO | CISCO SYSTEMS, INC. | $4,423 | 0.0% | +0% | 72.3 |
| 207 |  $PAYC | Paycom Software, Inc. | $4,388 | 0.0% | NEW | 69.8 |
| 208 | — | BONDBLOXX ETF TRUST | $4,248 | 0.0% | +3% | — |
| 209 |  $TECK | TECK RESOURCES LTD | $4,072 | 0.0% | +84% | — |
| 210 |  $FLR | FLUOR CORP | $4,012 | 0.0% | +0% | 66.2 |
| 211 |  $LUV | SOUTHWEST AIRLINES CO | $3,979 | 0.0% | -54% | 51.1 |
| 212 |  $TT | Trane Technologies plc | $3,960 | 0.0% | +11% | — |
| 213 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $3,631 | 0.0% | +0% | 77.6 |
| 214 | — | SCHWAB STRATEGIC TR | $3,614 | 0.0% | +0% | — |
| 215 |  $HWM | Howmet Aerospace Inc. | $3,457 | 0.0% | +0% | 79.1 |
| 216 | — | TIDAL TRUST II | $3,451 | 0.0% | +17% | — |
| 217 | — | J P MORGAN EXCHANGE TRADED F | $3,442 | 0.0% | +0% | — |
| 218 |  $AMAT | APPLIED MATERIALS INC /DE | $3,418 | 0.0% | +0% | 74.8 |
| 219 |  $AMD | ADVANCED MICRO DEVICES INC | $3,255 | 0.0% | +0% | 78.8 |
| 220 |  $NLOP | Net Lease Office Properties | $3,166 | 0.0% | +90% | 26.7 |
| 221 | — | AB ACTIVE ETFS INC | $3,149 | 0.0% | +1% | — |
| 222 |  $GILD | GILEAD SCIENCES, INC. | $2,927 | 0.0% | +0% | 77.8 |
| 223 |  $WSO | WATSCO INC | $2,910 | 0.0% | +0% | 58.9 |
| 224 |  $PFH | PRUDENTIAL FINANCIAL INC | $2,842 | 0.0% | +0% | 58.6 |
| 225 |  $CAT | CATERPILLAR INC | $2,834 | 0.0% | +0% | 67.8 |
| 226 |  $BSX | BOSTON SCIENTIFIC CORP | $2,824 | 0.0% | -61% | 79.9 |
| 227 |  $PH | Parker-Hannifin Corp | $2,686 | 0.0% | +0% | 73.8 |
| 228 |  $F | FORD MOTOR CO | $2,585 | 0.0% | +0% | 58.5 |
| 229 |  $MICC | Magnum Ice Cream Co N.V. | $2,362 | 0.0% | +0% | — |
| 230 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $2,265 | 0.0% | +0% | 60.7 |
| 231 |  $BLK | BlackRock, Inc. | $1,923 | 0.0% | +0% | 70.3 |
| 232 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1,786 | 0.0% | +0% | 76.6 |
| 233 |  $PDI | PIMCO Dynamic Income Fund | $1,613 | 0.0% | NEW | — |
| 234 |  $META | Meta Platforms, Inc. | $1,144 | 0.0% | +0% | 80.9 |
| 235 |  $ETHA | iShares Ethereum Trust ETF | $720 | 0.0% | +2% | — |
| 236 |  $SIVR | abrdn Silver ETF Trust | $716 | 0.0% | -90% | — |
| 237 |  $C | CITIGROUP INC | $680 | 0.0% | +0% | 54.8 |
| 238 |  $INTC | INTEL CORP | $530 | 0.0% | -99% | 41.5 |
| 239 |  $BALL | BALL Corp | $473 | 0.0% | +0% | 54.2 |
| 240 | — | ROUNDHILL ETF TRUST | $414 | 0.0% | +0% | — |
| 241 |  $ACCO | ACCO BRANDS Corp | $375 | 0.0% | +0% | 46.4 |
| 242 |  $DELL | Dell Technologies Inc. | $328 | 0.0% | +0% | 76 |
| 243 |  $LLYVA | Liberty Live Holdings, Inc. | $92 | 0.0% | +0% | — |
| 244 |  $FWONA | Liberty Media Corp | $78 | 0.0% | +0% | 51 |
| 245 |  $LBTYA | Liberty Global Ltd. | $73 | 0.0% | +0% | — |
| 246 |  $LBRDA | Liberty Broadband Corp | $50 | 0.0% | +0% | 59.4 |
| 247 |  $BATRA | Atlanta Braves Holdings, Inc. | $43 | 0.0% | +0% | 30.8 |
| 248 |  $LION | Lionsgate Studios Corp. | $38 | 0.0% | +0% | 46.5 |
| 249 | — | GCI LIBERTY INC | $37 | 0.0% | +0% | — |
| 250 |  $WBD | Warner Bros. Discovery, Inc. | $27 | 0.0% | -96% | 42.1 |
| 251 |  $LILA | Liberty Latin America Ltd. | $18 | 0.0% | +0% | — |
New Positions (13)
$SPY SPDR S&P 500 ETF TRUST$3.3M$GLD SPDR GOLD TRUST$85,628$BX Blackstone Inc.$63,245$MP MP Materials Corp. / DE$48,260$SU SUNCOR ENERGY INC$33,276$GS GOLDMAN SACHS GROUP INC$32,171$OFS OFS Capital Corp$10,952$CCZ COMCAST CORP$10,537$GS GOLDMAN SACHS GROUP INC$9,072$BLDR Builders FirstSource, Inc.$6,092$SUNB Sunbelt Rentals Holdings, Inc.$5,923$PAYC Paycom Software, Inc.$4,388$PDI PIMCO Dynamic Income Fund$1,613Exited Positions (22)
FIDELITY COVINGTON TRUST
$WPC W. P. Carey Inc.
$ORCL ORACLE CORP
$NFLX NETFLIX INC
$INTU INTUIT INC. SPDR SERIES TRUST
$SE Sea Ltd
$SPOT Spotify Technology S.A.
$VEEV VEEVA SYSTEMS INC
$TXN TEXAS INSTRUMENTS INC
$WMB WILLIAMS COMPANIES, INC.
$FDX FEDEX CORP
$KMI KINDER MORGAN, INC.
$AJG Arthur J. Gallagher & Co.
$BWXT BWX Technologies, Inc.Browse Top Institutional Investors
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