Impact Partnership Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1984555
Institutional-grade research for retail investors
13F Reported Value
ⓘ$809.7M
Holdings
363
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Impact Partnership Wealth, LLC disclosed 363 positions worth $809.7M in its Form 13F-HR for Q1 2026, followed by $QQQ. During the quarter the fund opened 82 new positions and exited 90 — including a new stake in $CB and a full exit from $WBD. The portfolio is most concentrated in Other (71.0% of disclosed assets). All figures are sourced directly from Impact Partnership Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1984555.
AI Fund Analysis
DiversifyingVANGUARD INTL EQUITY INDEX
8.4% weight
Held 6 quarters
$QQQ8.2% weight
Held 6 quarters
SPDR SERIES TRUST
4.7% weight
Held 6 quarters
SPDR INDEX SHS FDS
4.5% weight
Held 6 quarters
VANGUARD INDEX FDS
4.0% weight
Held 6 quarters
SPDR SERIES TRUST
6 quarters accumulating
ISHARES TR
6 quarters accumulating
$MSFT6 quarters accumulating
$WMT6 quarters accumulating
$TSLA6 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INTL EQUITY INDEX F
—Quality
$68.0M825,448 sh- —
Quality
$66.1M114,592 sh SPDR SERIES TRUST
—Quality
$38.3M646,479 shSPDR INDEX SHS FDS
—Quality
$36.9M785,788 shVANGUARD INDEX FDS
—Quality
$32.0M162,991 shVANGUARD INDEX FDS
—Quality
$30.7M70,194 shSPDR SERIES TRUST
—Quality
$29.2M999,047 shSPDR SERIES TRUST
—Quality
$24.9M868,583 shSPDR SERIES TRUST
—Quality
$24.3M503,692 sh- —
Quality
$23.2M53,850 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | — | $68.0M | 825,448 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $66.1M | 114,592 |
| SPDR SERIES TRUST | — | $38.3M | 646,479 |
| SPDR INDEX SHS FDS | — | $36.9M | 785,788 |
| VANGUARD INDEX FDS | — | $32.0M | 162,991 |
| VANGUARD INDEX FDS | — | $30.7M | 70,194 |
| SPDR SERIES TRUST | — | $29.2M | 999,047 |
| SPDR SERIES TRUST | — | $24.9M | 868,583 |
| SPDR SERIES TRUST | — | $24.3M | 503,692 |
 SPDR GOLD TRUST$GLD | — | $23.2M | 53,850 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Impact Partnership Wealth, LLC's 363 positions.
Showing top 10 of 363 holdings.
Sector Allocation
Other
$575.2M
Financials
$74.5M
Technology
$70.7M
Industrials
$18.5M
Consumer Discretionary
$15.0M
Energy
$14.9M
Healthcare
$14.6M
Consumer Staples
$8.4M
Full Holdings — Impact Partnership Wealth, LLC (Q1 2026)
All 363 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INTL EQUITY INDEX F | $68.0M | 8.4% | +66% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $66.1M | 8.2% | +61% | — |
| 3 | — | SPDR SERIES TRUST | $38.3M | 4.7% | +1% | — |
| 4 | — | SPDR INDEX SHS FDS | $36.9M | 4.5% | +60% | — |
| 5 | — | VANGUARD INDEX FDS | $32.0M | 4.0% | +24% | — |
| 6 | — | VANGUARD INDEX FDS | $30.7M | 3.8% | +66% | — |
| 7 | — | SPDR SERIES TRUST | $29.2M | 3.6% | +7% | — |
| 8 | — | SPDR SERIES TRUST | $24.9M | 3.1% | +7% | — |
| 9 | — | SPDR SERIES TRUST | $24.3M | 3.0% | +65% | — |
| 10 | $GLD | SPDR GOLD TRUST | $23.2M | 2.9% | +39% | — |
| 11 | — | SPDR SERIES TRUST | $17.1M | 2.1% | -84% | — |
| 12 |  $SPY | SPDR S&P 500 ETF TRUST | $16.1M | 2.0% | -25% | — |
| 13 | — | SPDR SERIES TRUST | $14.8M | 1.8% | +8% | — |
| 14 | — | ISHARES TR | $13.6M | 1.7% | +69% | — |
| 15 | — | ISHARES TR | $12.8M | 1.6% | -29% | — |
| 16 |  $AAPL | Apple Inc. | $12.4M | 1.5% | -4% | 76.1 |
| 17 | — | FRANKLIN TEMPLETON ETF TR | $11.9M | 1.5% | +3% | — |
| 18 | — | SPDR SERIES TRUST | $8.8M | 1.1% | +33% | — |
| 19 | — | ISHARES TR | $8.6M | 1.1% | +38% | — |
| 20 | — | SPDR SERIES TRUST | $8.1M | 1.0% | +9% | — |
| 21 |  $IVZ | Invesco Ltd. | $8.0M | 1.0% | -3% | — |
| 22 | — | SPDR SERIES TRUST | $7.7M | 0.9% | +91% | — |
| 23 | — | SELECT SECTOR SPDR TR | $7.3M | 0.9% | +2766% | — |
| 24 |  $NVDA | NVIDIA CORP | $6.6M | 0.8% | -3% | 90.2 |
| 25 | — | ISHARES TR | $6.1M | 0.8% | +75% | — |
| 26 | — | SELECT SECTOR SPDR TR | $4.9M | 0.6% | +1800% | — |
| 27 | — | ISHARES TR | $4.2M | 0.5% | +35% | — |
| 28 | — | VANGUARD INDEX FDS | $4.0M | 0.5% | +74% | — |
| 29 | $MSFT | MICROSOFT CORP | $4.0M | 0.5% | +20% | 83.7 |
| 30 | $WMT | Walmart Inc. | $3.9M | 0.5% | +2% | 63.2 |
| 31 |  $AMZN | AMAZON COM INC | $3.3M | 0.4% | +28% | 74.6 |
| 32 | $TSLA | Tesla, Inc. | $3.3M | 0.4% | +16% | 50.1 |
| 33 |  $GOOG | Alphabet Inc. | $3.2M | 0.4% | +24% | 80.2 |
| 34 | — | ISHARES TR | $3.0M | 0.4% | +5% | — |
| 35 | — | SELECT SECTOR SPDR TR | $2.9M | 0.4% | +399% | — |
| 36 |  $AVGO | Broadcom Inc. | $2.9M | 0.4% | +16% | 86.4 |
| 37 | — | ISHARES TR | $2.9M | 0.4% | -11% | — |
| 38 |  $COP | CONOCOPHILLIPS | $2.8M | 0.3% | -5% | 74.8 |
| 39 | — | BONDBLOXX ETF TRUST | $2.7M | 0.3% | +46% | — |
| 40 | — | SSGA ACTIVE TR | $2.6M | 0.3% | -89% | — |
| 41 | — | SIMPLIFY EXCHANGE TRADED FUN | $2.4M | 0.3% | +25% | — |
| 42 |  $EFT | Eaton Vance Floating-Rate Income Trust | $2.3M | 0.3% | +25% | — |
| 43 | — | JANUS DETROIT STR TR | $2.3M | 0.3% | +26% | — |
| 44 | — | FLEXSHARES TR | $2.2M | 0.3% | +26% | — |
| 45 |  $META | Meta Platforms, Inc. | $2.2M | 0.3% | +25% | 80.9 |
| 46 | $IVZ | Invesco Ltd. | $2.2M | 0.3% | +28% | — |
| 47 | — | SERIES PORTFOLIOS TR | $2.2M | 0.3% | +28% | — |
| 48 | — | FIRST TR EXCHANGE-TRADED FD | $2.2M | 0.3% | +32% | — |
| 49 | — | FIRST TR EXCHANGE-TRADED FD | $2.2M | 0.3% | +40% | — |
| 50 |  $LLY | ELI LILLY & Co | $2.1M | 0.3% | +26% | 89.3 |
| 51 |  $ACN | Accenture plc | $2.1M | 0.3% | +892% | — |
| 52 |  $XOM | EXXON MOBIL CORP | $2.0M | 0.3% | +1% | 61.8 |
| 53 | — | ISHARES TR | $2.0M | 0.2% | +31% | — |
| 54 | — | VANECK ETF TRUST | $2.0M | 0.2% | +22% | — |
| 55 |  $GILD | GILEAD SCIENCES, INC. | $1.9M | 0.2% | -10% | 77.8 |
| 56 | — | JANUS DETROIT STR TR | $1.9M | 0.2% | +16% | — |
| 57 |  $QCOM | QUALCOMM INC/DE | $1.9M | 0.2% | +26% | 81.9 |
| 58 |  $PGR | PROGRESSIVE CORP/OH/ | $1.9M | 0.2% | +48% | 83.6 |
| 59 | — | BLACKROCK ETF TRUST II | $1.8M | 0.2% | +27% | — |
| 60 | — | BLACKROCK ETF TRUST II | $1.8M | 0.2% | +19% | — |
| 61 | — | NEOS ETF TRUST | $1.7M | 0.2% | +17% | — |
| 62 | — | SSGA ACTIVE ETF TR | $1.7M | 0.2% | +24% | — |
| 63 | — | ISHARES TR | $1.7M | 0.2% | +15% | — |
| 64 |  $VLO | VALERO ENERGY CORP/TX | $1.7M | 0.2% | +119% | 51.4 |
| 65 |  $CB | Chubb Ltd | $1.7M | 0.2% | NEW | — |
| 66 | — | PGIM ETF TR | $1.6M | 0.2% | +18% | — |
| 67 | — | PIMCO ETF TR | $1.6M | 0.2% | +26% | — |
| 68 |  $IBIT | iShares Bitcoin Trust ETF | $1.6M | 0.2% | +10% | — |
| 69 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.6M | 0.2% | NEW | 71 |
| 70 |  $ALL | ALLSTATE CORP | $1.6M | 0.2% | +14% | 76.6 |
| 71 | — | ISHARES INC | $1.6M | 0.2% | +27% | — |
| 72 | — | ISHARES TR | $1.6M | 0.2% | +20% | — |
| 73 | $IVZ | Invesco Ltd. | $1.5M | 0.2% | +21% | — |
| 74 |  $NEM | NEWMONT Corp /DE/ | $1.5M | 0.2% | -8% | 88.3 |
| 75 | — | CAPITAL GRP FIXED INCM ETF T | $1.5M | 0.2% | +25% | — |
| 76 |  $SLB | SLB LIMITED/NV | $1.5M | 0.2% | NEW | 63.2 |
| 77 |  $ADBE | ADOBE INC. | $1.5M | 0.2% | +27% | 80.4 |
| 78 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $1.5M | 0.2% | +8% | 69.5 |
| 79 |  $ACGL | ARCH CAPITAL GROUP LTD. | $1.5M | 0.2% | +10% | — |
| 80 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $1.4M | 0.2% | +264% | 50.6 |
| 81 |  $FSLR | FIRST SOLAR, INC. | $1.4M | 0.2% | +665% | 73.8 |
| 82 |  $JBL | JABIL INC | $1.4M | 0.2% | +9% | 51.9 |
| 83 |  $SLV | iShares Silver Trust | $1.4M | 0.2% | -10% | — |
| 84 |  $CAH | CARDINAL HEALTH INC | $1.4M | 0.2% | NEW | 58.6 |
| 85 |  $JNJ | JOHNSON & JOHNSON | $1.4M | 0.2% | +29% | 72.8 |
| 86 |  $HD | HOME DEPOT, INC. | $1.4M | 0.2% | -25% | 69.2 |
| 87 |  $EA | ELECTRONIC ARTS INC. | $1.4M | 0.2% | +469% | 71.1 |
| 88 |  $APP | AppLovin Corp | $1.4M | 0.2% | +70% | 86.8 |
| 89 | — | SPDR SERIES TRUST | $1.4M | 0.2% | +61% | — |
| 90 |  $ILMN | ILLUMINA, INC. | $1.4M | 0.2% | +236% | 62.5 |
| 91 |  $ETHA | iShares Ethereum Trust ETF | $1.4M | 0.2% | +26% | — |
| 92 |  $FTI | TechnipFMC plc | $1.3M | 0.2% | -11% | — |
| 93 |  $PLTR | Palantir Technologies Inc. | $1.3M | 0.2% | +1% | 85.8 |
| 94 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $1.3M | 0.2% | NEW | 67.3 |
| 95 |  $FOXA | Fox Corp | $1.3M | 0.2% | NEW | 65.1 |
| 96 |  $CF | CF Industries Holdings, Inc. | $1.3M | 0.2% | -25% | 76.8 |
| 97 |  $EXPE | Expedia Group, Inc. | $1.3M | 0.2% | +13% | 65.7 |
| 98 |  $AU | AngloGold Ashanti PLC | $1.2M | 0.1% | NEW | — |
| 99 |  $CINF | CINCINNATI FINANCIAL CORP | $1.2M | 0.1% | +26% | 77 |
| 100 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.2M | 0.1% | -12% | 64.5 |
| 101 |  $INCY | INCYTE CORP | $1.2M | 0.1% | +3% | 81.2 |
| 102 |  $LDOS | Leidos Holdings, Inc. | $1.2M | 0.1% | +604% | 73.4 |
| 103 |  $SYF | Synchrony Financial | $1.2M | 0.1% | +21% | — |
| 104 |  $COR | Cencora, Inc. | $1.2M | 0.1% | NEW | 59.6 |
| 105 |  $TROW | PRICE T ROWE GROUP INC | $1.1M | 0.1% | -17% | 75.8 |
| 106 |  $BBY | BEST BUY CO INC | $1.1M | 0.1% | +7% | 51.5 |
| 107 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.1M | 0.1% | +219% | 66.7 |
| 108 | — | VANGUARD INDEX FDS | $1.1M | 0.1% | +10% | — |
| 109 |  $PG | PROCTER & GAMBLE Co | $1.1M | 0.1% | -10% | 72.9 |
| 110 |  $APA | APA Corp | $1.1M | 0.1% | -1% | — |
| 111 |  $FIX | COMFORT SYSTEMS USA INC | $1.1M | 0.1% | -1% | 79.5 |
| 112 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $1.1M | 0.1% | +2% | 59.8 |
| 113 |  $AFG | AMERICAN FINANCIAL GROUP INC | $1.1M | 0.1% | +32% | 59.9 |
| 114 |  $JBHT | HUNT J B TRANSPORT SERVICES INC | $1.1M | 0.1% | NEW | 56.5 |
| 115 |  $ORCL | ORACLE CORP | $1.0M | 0.1% | +18% | 67.2 |
| 116 |  $FNF | Fidelity National Financial, Inc. | $1.0M | 0.1% | +7% | 69.7 |
| 117 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $1.0M | 0.1% | NEW | 71.2 |
| 118 |  $SNX | TD SYNNEX CORP | $1.0M | 0.1% | NEW | 55.2 |
| 119 | — | FIRST TR EXCHANGE-TRADED FD | $992,561 | 0.1% | -2% | — |
| 120 |  $PR | Permian Resources Corp | $982,688 | 0.1% | +197% | 75.6 |
| 121 | — | FIRST TR EXCHANGE-TRADED FD | $982,672 | 0.1% | +5% | — |
| 122 |  $MCK | MCKESSON CORP | $968,168 | 0.1% | NEW | 63.7 |
| 123 |  $ALGN | ALIGN TECHNOLOGY INC | $948,694 | 0.1% | NEW | 58.2 |
| 124 | — | FIRST TR EXCHNG TRADED FD VI | $940,839 | 0.1% | +1% | — |
| 125 | — | RBB FD INC | $938,914 | 0.1% | +46% | — |
| 126 |  $PEP | PEPSICO INC | $937,317 | 0.1% | -13% | 62.7 |
| 127 |  $EG | EVEREST GROUP, LTD. | $932,081 | 0.1% | -12% | — |
| 128 |  $SSNC | SS&C Technologies Holdings Inc | $923,087 | 0.1% | NEW | 67.2 |
| 129 |  $AMGN | AMGEN INC | $921,235 | 0.1% | +9% | 79.5 |
| 130 |  $CVX | CHEVRON CORP | $900,543 | 0.1% | -39% | 54.7 |
| 131 |  $USB | US BANCORP DE | $896,101 | 0.1% | -0% | 71.4 |
| 132 | — | INNOVATOR ETFS TRUST | $892,998 | 0.1% | -2% | — |
| 133 |  $HST | HOST HOTELS & RESORTS, INC. | $889,775 | 0.1% | NEW | 72.6 |
| 134 |  $JLL | JONES LANG LASALLE INC | $883,745 | 0.1% | +17% | 59.8 |
| 135 |  $MLI | MUELLER INDUSTRIES INC | $860,692 | 0.1% | +25% | 77.5 |
| 136 |  $RNR | RENAISSANCERE HOLDINGS LTD | $843,920 | 0.1% | +7% | — |
| 137 |  $EVR | Evercore Inc. | $830,354 | 0.1% | +15% | 76.1 |
| 138 | — | BLACKROCK ETF TRUST | $829,937 | 0.1% | +49% | — |
| 139 | — | FIRST TR EXCHANGE-TRADED FD | $798,149 | 0.1% | -5% | — |
| 140 |  $GL | GLOBE LIFE INC. | $791,343 | 0.1% | +12% | 66.6 |
| 141 |  $LMT | LOCKHEED MARTIN CORP | $788,485 | 0.1% | -31% | 65 |
| 142 |  $SF | STIFEL FINANCIAL CORP | $780,435 | 0.1% | NEW | 69.6 |
| 143 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $768,884 | 0.1% | +27% | 70.4 |
| 144 | — | INNOVATOR ETFS TRUST | $768,117 | 0.1% | -0% | — |
| 145 |  $DDS | DILLARD'S, INC. | $767,716 | 0.1% | +13% | 67.7 |
| 146 | — | SPDR SERIES TRUST | $761,953 | 0.1% | +10% | — |
| 147 |  $COHR | COHERENT CORP. | $746,198 | 0.1% | -21% | 64 |
| 148 |  $JPM | JPMORGAN CHASE & CO | $741,501 | 0.1% | -7% | 35.6 |
| 149 |  $HPE | Hewlett Packard Enterprise Co | $729,979 | 0.1% | +88% | 52.5 |
| 150 |  $EXEL | EXELIXIS, INC. | $728,715 | 0.1% | NEW | 79.4 |
| 151 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.1% | +0% | 64.5 |
| 152 |  $IT | GARTNER INC | $703,821 | 0.1% | +20% | 65.2 |
| 153 |  $BA | BOEING CO | $693,074 | 0.1% | +2% | 51.8 |
| 154 |  $VZ | VERIZON COMMUNICATIONS INC | $687,940 | 0.1% | -22% | 71.6 |
| 155 | — | SPDR SERIES TRUST | $686,166 | 0.1% | -19% | — |
| 156 |  $MEDP | Medpace Holdings, Inc. | $684,751 | 0.1% | +47% | 77.4 |
| 157 |  $JKHY | JACK HENRY & ASSOCIATES INC | $679,136 | 0.1% | NEW | 72.8 |
| 158 |  $UNH | UNITEDHEALTH GROUP INC | $663,318 | 0.1% | -3% | 66.8 |
| 159 | — | BONDBLOXX ETF TRUST | $660,953 | 0.1% | -65% | — |
| 160 | — | VANGUARD TAX-MANAGED FDS | $655,130 | 0.1% | +13% | — |
| 161 |  $GDDY | GoDaddy Inc. | $653,589 | 0.1% | NEW | 72.4 |
| 162 |  $LSTR | LANDSTAR SYSTEM INC | $651,551 | 0.1% | NEW | 49 |
| 163 |  $SPGI | S&P Global Inc. | $651,213 | 0.1% | +1% | 79.4 |
| 164 |  $TDC | TERADATA CORP /DE/ | $643,467 | 0.1% | +53% | 69 |
| 165 | — | ISHARES TR | $636,407 | 0.1% | +20% | — |
| 166 |  $MBIN | Merchants Bancorp | $623,010 | 0.1% | +0% | — |
| 167 | — | ISHARES INC | $618,462 | 0.1% | +2% | — |
| 168 |  $GOOGL | Alphabet Inc. | $617,213 | 0.1% | -37% | 80.2 |
| 169 | — | SPDR SERIES TRUST | $617,032 | 0.1% | -25% | — |
| 170 |  $RLI | RLI CORP | $615,297 | 0.1% | +7% | 73.8 |
| 171 |  $NEU | NEWMARKET CORP | $612,121 | 0.1% | NEW | 68.9 |
| 172 |  $KO | COCA COLA CO | $605,352 | 0.1% | -19% | 74 |
| 173 |  $CSCO | CISCO SYSTEMS, INC. | $602,244 | 0.1% | +8% | 72.3 |
| 174 |  $PSX | Phillips 66 | $599,794 | 0.1% | -25% | 47.6 |
| 175 |  $CRUS | CIRRUS LOGIC, INC. | $598,148 | 0.1% | +9% | 75.3 |
| 176 |  $AMD | ADVANCED MICRO DEVICES INC | $583,677 | 0.1% | -12% | 78.8 |
| 177 |  $PEGA | PEGASYSTEMS INC | $579,981 | 0.1% | +63% | 69.6 |
| 178 |  $SAM | BOSTON BEER CO INC | $579,226 | 0.1% | NEW | 42.5 |
| 179 |  $WU | Western Union CO | $576,159 | 0.1% | NEW | 52.8 |
| 180 |  $EPAM | EPAM Systems, Inc. | $574,908 | 0.1% | NEW | 59.2 |
| 181 |  $BAH | Booz Allen Hamilton Holding Corp | $568,413 | 0.1% | -32% | 65.5 |
| 182 |  $VSNT | Versant Media Group, Inc. | $564,740 | 0.1% | NEW | — |
| 183 |  $DOCU | DOCUSIGN, INC. | $561,786 | 0.1% | NEW | 67.5 |
| 184 |  $DUK | Duke Energy CORP | $561,338 | 0.1% | -19% | 64 |
| 185 |  $MRK | Merck & Co., Inc. | $550,637 | 0.1% | NEW | 70.9 |
| 186 |  $SEIC | SEI INVESTMENTS CO | $550,186 | 0.1% | +13% | 77.9 |
| 187 |  $CART | Maplebear Inc. | $549,089 | 0.1% | NEW | 76.4 |
| 188 |  $AIZ | ASSURANT, INC. | $548,903 | 0.1% | NEW | 62.6 |
| 189 |  $OKE | ONEOK INC /NEW/ | $541,814 | 0.1% | -22% | 72 |
| 190 |  $BMY | BRISTOL MYERS SQUIBB CO | $540,972 | 0.1% | -24% | 70.1 |
| 191 | — | ISHARES TR | $540,445 | 0.1% | +56% | — |
| 192 |  $DOX | AMDOCS LTD | $534,407 | 0.1% | NEW | — |
| 193 |  $WFRD | Weatherford International plc | $531,897 | 0.1% | -7% | — |
| 194 |  $EBAY | EBAY INC | $531,481 | 0.1% | -1% | 69.3 |
| 195 |  $CHDN | Churchill Downs Inc | $529,907 | 0.1% | NEW | 65.5 |
| 196 | — | FIRST TR EXCHANGE-TRADED FD | $519,944 | 0.1% | -6% | — |
| 197 | — | ISHARES TR | $515,585 | 0.1% | +55% | — |
| 198 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $514,634 | 0.1% | +1% | 63.7 |
| 199 |  $THG | HANOVER INSURANCE GROUP, INC. | $513,354 | 0.1% | +18% | 69.4 |
| 200 |  $EXLS | ExlService Holdings, Inc. | $511,316 | 0.1% | NEW | 68.2 |
| 201 |  $TXN | TEXAS INSTRUMENTS INC | $504,277 | 0.1% | -9% | 70.4 |
| 202 |  $DXC | DXC Technology Co | $499,657 | 0.1% | NEW | 52.1 |
| 203 |  $SNDR | Schneider National, Inc. | $488,455 | 0.1% | NEW | 51.5 |
| 204 |  $GLOB | Globant S.A. | $486,230 | 0.1% | NEW | — |
| 205 |  $MTG | MGIC INVESTMENT CORP | $479,955 | 0.1% | +16% | 67.1 |
| 206 | — | ISHARES TR | $475,692 | 0.1% | +1% | — |
| 207 |  $LOW | LOWES COMPANIES INC | $473,274 | 0.1% | +11% | 63.5 |
| 208 |  $KNSL | Kinsale Capital Group, Inc. | $468,857 | 0.1% | +19% | 79.6 |
| 209 |  $TGT | TARGET CORP | $468,407 | 0.1% | -80% | 53.1 |
| 210 |  $HALO | HALOZYME THERAPEUTICS, INC. | $466,241 | 0.1% | +8% | 81.2 |
| 211 |  $MDT | Medtronic plc | $464,511 | 0.1% | -15% | — |
| 212 |  $ADP | AUTOMATIC DATA PROCESSING INC | $462,845 | 0.1% | NEW | 77.9 |
| 213 |  $MU | MICRON TECHNOLOGY INC | $462,523 | 0.1% | -42% | 88.4 |
| 214 |  $EOG | EOG RESOURCES INC | $461,268 | 0.1% | -24% | 71.1 |
| 215 | — | INNOVATOR ETFS TRUST | $450,982 | 0.1% | +73% | — |
| 216 |  $PM | Philip Morris International Inc. | $449,791 | 0.1% | NEW | 80.5 |
| 217 | — | BONDBLOXX ETF TRUST | $445,946 | 0.1% | -77% | — |
| 218 |  $CCZ | COMCAST CORP | $443,239 | 0.1% | NEW | 70.4 |
| 219 | — | FIRST TR EXCH TRADED FD III | $440,995 | 0.1% | -2% | — |
| 220 |  $WEC | WEC ENERGY GROUP, INC. | $436,473 | 0.1% | +0% | 67 |
| 221 |  $CAT | CATERPILLAR INC | $435,881 | 0.1% | -5% | 67.8 |
| 222 |  $EPR | EPR PROPERTIES | $435,724 | 0.1% | -25% | 64 |
| 223 |  $TTEK | TETRA TECH INC | $435,354 | 0.1% | NEW | 63 |
| 224 |  $NET | Cloudflare, Inc. | $433,314 | 0.1% | +28% | 52.6 |
| 225 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $426,928 | 0.1% | NEW | 75.4 |
| 226 |  $YETI | YETI Holdings, Inc. | $423,493 | 0.1% | NEW | 54.8 |
| 227 | — | FIRST TR EXCHANGE TRADED FD | $422,307 | 0.1% | +2% | — |
| 228 |  $MA | Mastercard Inc | $421,575 | 0.1% | +77% | 81.7 |
| 229 | $IVZ | Invesco Ltd. | $420,238 | 0.1% | -7% | — |
| 230 |  $MRVL | Marvell Technology, Inc. | $419,095 | 0.1% | NEW | 77.3 |
| 231 |  $ROK | ROCKWELL AUTOMATION, INC | $414,809 | 0.1% | +1% | 68.2 |
| 232 |  $COIN | Coinbase Global, Inc. | $412,953 | 0.1% | +26% | 68 |
| 233 | — | SPDR INDEX SHS FDS | $412,563 | 0.1% | -39% | — |
| 234 |  $FTNT | Fortinet, Inc. | $409,011 | 0.1% | +29% | 78.1 |
| 235 |  $SQM | CHEMICAL & MINING CO OF CHILE INC | $405,995 | 0.1% | -18% | — |
| 236 |  $CVS | CVS HEALTH Corp | $400,249 | 0.1% | NEW | 51.3 |
| 237 | — | ISHARES TR | $397,867 | 0.1% | +114% | — |
| 238 |  $XYZ | Block, Inc. | $394,660 | 0.1% | -4% | 60.3 |
| 239 |  $KMI | KINDER MORGAN, INC. | $393,545 | 0.1% | NEW | 74.6 |
| 240 |  $RTX | RTX Corp | $386,022 | 0.1% | +2% | 70 |
| 241 | — | SPDR SERIES TRUST | $384,626 | 0.1% | -98% | — |
| 242 |  $COST | COSTCO WHOLESALE CORP /NEW | $382,371 | 0.1% | +15% | 67 |
| 243 |  $UNP | UNION PACIFIC CORP | $372,907 | 0.1% | +4% | 74 |
| 244 |  $LYB | LyondellBasell Industries N.V. | $372,010 | 0.1% | NEW | — |
| 245 | — | INNOVATOR ETFS TRUST | $364,453 | 0.1% | -0% | — |
| 246 |  $PYPL | PayPal Holdings, Inc. | $363,300 | 0.0% | -4% | 70.5 |
| 247 |  $RBLX | Roblox Corp | $358,333 | 0.0% | +43% | 53.7 |
| 248 |  $ABBV | AbbVie Inc. | $356,654 | 0.0% | +3% | 59.3 |
| 249 |  $NOW | ServiceNow, Inc. | $354,947 | 0.0% | NEW | 76 |
| 250 |  $ED | CONSOLIDATED EDISON INC | $354,829 | 0.0% | NEW | 71.6 |
| 251 |  $CGNX | COGNEX CORP | $349,591 | 0.0% | +2% | 63.6 |
| 252 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $349,314 | 0.0% | NEW | 70.9 |
| 253 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $347,108 | 0.0% | -27% | 39.2 |
| 254 |  $CRWD | CrowdStrike Holdings, Inc. | $340,438 | 0.0% | NEW | 55 |
| 255 |  $NKE | NIKE, Inc. | $336,338 | 0.0% | NEW | 53.4 |
| 256 | — | FIRST TR EXCHANGE-TRADED FD | $335,901 | 0.0% | -3% | — |
| 257 |  $F | FORD MOTOR CO | $332,565 | 0.0% | -23% | 58.5 |
| 258 |  $PAYX | PAYCHEX INC | $331,833 | 0.0% | -8% | 75.1 |
| 259 | — | ISHARES TR | $329,513 | 0.0% | +39% | — |
| 260 |  $FE | FIRSTENERGY CORP | $327,213 | 0.0% | NEW | 61.6 |
| 261 |  $HXL | HEXCEL CORP /DE/ | $326,142 | 0.0% | NEW | 50.5 |
| 262 |  $IOT | Samsara Inc. | $325,995 | 0.0% | NEW | 61.3 |
| 263 |  $FSCO | FS Credit Opportunities Corp. | $320,958 | 0.0% | +0% | — |
| 264 | — | ISHARES TR | $315,976 | 0.0% | +26% | — |
| 265 | — | VANGUARD INDEX FDS | $315,762 | 0.0% | +22% | — |
| 266 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $312,604 | 0.0% | +11% | 74.4 |
| 267 | — | ISHARES TR | $312,186 | 0.0% | +13% | — |
| 268 |  $WRB | BERKLEY W R CORP | $312,069 | 0.0% | -69% | 71.8 |
| 269 |  $LRCX | LAM RESEARCH CORP | $309,429 | 0.0% | -1% | 82.4 |
| 270 |  $MCD | MCDONALDS CORP | $307,567 | 0.0% | -2% | 73.9 |
| 271 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $305,906 | 0.0% | NEW | 68.8 |
| 272 |  $KVUE | Kenvue Inc. | $300,949 | 0.0% | NEW | 60.2 |
| 273 |  $PANW | Palo Alto Networks Inc | $300,661 | 0.0% | +10% | 66.5 |
| 274 |  $KMB | KIMBERLY CLARK CORP | $298,966 | 0.0% | -13% | 61.7 |
| 275 |  $NXT | Nextpower Inc. | $297,035 | 0.0% | +2% | 74.8 |
| 276 |  $EXR | Extra Space Storage Inc. | $293,591 | 0.0% | -23% | 66.7 |
| 277 |  $EMR | EMERSON ELECTRIC CO | $293,193 | 0.0% | NEW | 65.9 |
| 278 |  $PFE | PFIZER INC | $292,027 | 0.0% | -66% | 69 |
| 279 |  $SRE | SEMPRA | $291,272 | 0.0% | +3% | 47.6 |
| 280 |  $VICI | VICI PROPERTIES INC. | $289,483 | 0.0% | NEW | 76.2 |
| 281 | — | VANGUARD SPECIALIZED FUNDS | $289,317 | 0.0% | -7% | — |
| 282 | $IVZ | Invesco Ltd. | $287,151 | 0.0% | NEW | — |
| 283 |  $SNPS | SYNOPSYS INC | $284,673 | 0.0% | +16% | 63.1 |
| 284 |  $TSN | TYSON FOODS, INC. | $284,663 | 0.0% | NEW | 51.9 |
| 285 | — | AMERICAN CENTY ETF TR | $281,291 | 0.0% | +13% | — |
| 286 |  $KHC | Kraft Heinz Co | $280,789 | 0.0% | -23% | 42.5 |
| 287 |  $RF | REGIONS FINANCIAL CORP | $279,127 | 0.0% | NEW | — |
| 288 |  $APD | Air Products & Chemicals, Inc. | $278,577 | 0.0% | NEW | 41.2 |
| 289 | — | THOR FINL TECHNOLOGIES TR | $277,150 | 0.0% | -19% | — |
| 290 |  $KEY | KEYCORP /NEW/ | $276,341 | 0.0% | NEW | 70.4 |
| 291 |  $FORM | FORMFACTOR INC | $276,325 | 0.0% | -58% | 54 |
| 292 |  $SMA | SmartStop Self Storage REIT, Inc. | $275,978 | 0.0% | NEW | 53.7 |
| 293 |  $RBRK | Rubrik, Inc. | $275,211 | 0.0% | +47% | 49.5 |
| 294 |  $AMBA | AMBARELLA INC | $274,672 | 0.0% | +35% | 38.5 |
| 295 | — | BLACKROCK ETF TRUST | $272,722 | 0.0% | -12% | — |
| 296 | — | ISHARES TR | $268,929 | 0.0% | +24% | — |
| 297 |  $HWC | HANCOCK WHITNEY CORP | $268,350 | 0.0% | NEW | — |
| 298 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $266,230 | 0.0% | +50% | 47.2 |
| 299 |  $HPQ | HP INC | $266,221 | 0.0% | -75% | 58.9 |
| 300 | $IVZ | Invesco Ltd. | $264,970 | 0.0% | NEW | — |
| 301 | — | SCHWAB STRATEGIC TR | $262,188 | 0.0% | +6% | — |
| 302 |  $DDOG | Datadog, Inc. | $261,654 | 0.0% | +7% | 62.9 |
| 303 |  $NTNX | Nutanix, Inc. | $260,330 | 0.0% | NEW | 68.8 |
| 304 | $IVZ | Invesco Ltd. | $253,640 | 0.0% | NEW | — |
| 305 | — | FIRST TR EXCHANGE TRADED FD | $252,841 | 0.0% | -3% | — |
| 306 |  $GBTC | Grayscale Bitcoin Trust ETF | $250,927 | 0.0% | +0% | — |
| 307 | — | INNOVATOR ETFS TRUST | $248,740 | 0.0% | +0% | — |
| 308 |  $VTRS | Viatris Inc | $248,473 | 0.0% | -26% | 47.1 |
| 309 | — | ISHARES TR | $246,440 | 0.0% | -16% | — |
| 310 |  $ATEN | A10 Networks, Inc. | $244,448 | 0.0% | NEW | 66.1 |
| 311 |  $HAS | HASBRO, INC. | $242,915 | 0.0% | -28% | 43.1 |
| 312 |  $AEE | AMEREN CORP | $242,264 | 0.0% | +0% | 63.5 |
| 313 |  $AMCR | Amcor plc | $241,483 | 0.0% | NEW | — |
| 314 |  $U | Unity Software Inc. | $241,230 | 0.0% | NEW | 35.1 |
| 315 |  $V | VISA INC. | $241,008 | 0.0% | +20% | 83.5 |
| 316 | — | VANGUARD INDEX FDS | $239,977 | 0.0% | +20% | — |
| 317 |  $ITRI | ITRON, INC. | $238,505 | 0.0% | +5% | 64.4 |
| 318 | — | NORTHERN LTS FD TR IV | $238,237 | 0.0% | -2% | — |
| 319 | — | ISHARES TR | $234,907 | 0.0% | -99% | — |
| 320 |  $CI | Cigna Group | $232,873 | 0.0% | NEW | 66.8 |
| 321 | — | FIRST TR EXCHANGE TRADED FD | $232,226 | 0.0% | -86% | — |
| 322 |  $REG | REGENCY CENTERS CORP | $229,931 | 0.0% | NEW | 67.6 |
| 323 |  $INVH | Invitation Homes Inc. | $228,719 | 0.0% | NEW | 59.7 |
| 324 |  $CNA | CNA FINANCIAL CORP | $223,545 | 0.0% | NEW | 59.8 |
| 325 |  $IQV | IQVIA HOLDINGS INC. | $220,928 | 0.0% | -19% | 59.7 |
| 326 |  $TXG | 10x Genomics, Inc. | $220,856 | 0.0% | NEW | 44.1 |
| 327 |  $TIGO | MILLICOM INTERNATIONAL CELLULAR SA | $220,213 | 0.0% | NEW | — |
| 328 |  $GLDM | World Gold Trust | $218,748 | 0.0% | -21% | — |
| 329 |  $NSC | NORFOLK SOUTHERN CORP | $218,694 | 0.0% | -7% | 70.8 |
| 330 |  $ADI | ANALOG DEVICES INC | $218,611 | 0.0% | -37% | 76.2 |
| 331 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $218,545 | 0.0% | NEW | 63.2 |
| 332 |  $GE | GENERAL ELECTRIC CO | $217,214 | 0.0% | +3% | 74.8 |
| 333 |  $FFIV | F5, INC. | $215,840 | 0.0% | -81% | 70 |
| 334 |  $ELS | EQUITY LIFESTYLE PROPERTIES INC | $214,101 | 0.0% | NEW | 65.6 |
| 335 | — | FIRST TR EXCHANGE-TRADED FD | $212,818 | 0.0% | -97% | — |
| 336 |  $PSA | Public Storage | $210,745 | 0.0% | -67% | 73.9 |
| 337 |  $ESTC | Elastic N.V. | $210,658 | 0.0% | NEW | — |
| 338 | — | NORTHERN LTS FD TR IV | $209,139 | 0.0% | -2% | — |
| 339 | — | SELECT SECTOR SPDR TR | $208,417 | 0.0% | -22% | — |
| 340 | — | FIRST TR EXCHANGE-TRADED FD | $206,531 | 0.0% | +4% | — |
| 341 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $205,877 | 0.0% | -4% | 76.6 |
| 342 |  $WSO | WATSCO INC | $204,363 | 0.0% | -21% | 58.9 |
| 343 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $202,294 | 0.0% | -26% | 62 |
| 344 |  $MKC | MCCORMICK & CO INC | $201,139 | 0.0% | -21% | 73.7 |
| 345 | — | SELECT SECTOR SPDR TR | $201,047 | 0.0% | -37% | — |
| 346 | — | VANGUARD WORLD FD | $200,643 | 0.0% | +0% | — |
| 347 |  $S | SentinelOne, Inc. | $196,536 | 0.0% | +24% | 41.4 |
| 348 |  $WT | WisdomTree, Inc. | $173,362 | 0.0% | -32% | 62.9 |
| 349 |  $NABL | N-able, Inc. | $172,561 | 0.0% | +10% | 45.1 |
| 350 |  $FSK | FS KKR Capital Corp | $145,421 | 0.0% | +31% | — |
| 351 |  $CRSR | Corsair Gaming, Inc. | $124,387 | 0.0% | NEW | 42.4 |
| 352 |  $PK | Park Hotels & Resorts Inc. | $113,566 | 0.0% | NEW | 40.3 |
| 353 |  $AUR | Aurora Innovation, Inc. | $111,125 | 0.0% | NEW | 9.8 |
| 354 |  $BBDC | Barings BDC, Inc. | $100,713 | 0.0% | NEW | — |
| 355 |  $PLTK | Playtika Holding Corp. | $94,759 | 0.0% | +28% | 46.7 |
| 356 | — | EATON VANCE TAX-MANAGED GLOB | $94,048 | 0.0% | +3% | — |
| 357 |  $FLO | FLOWERS FOODS INC | $92,867 | 0.0% | -17% | 57.2 |
| 358 |  $MBLY | Mobileye Global Inc. | $80,832 | 0.0% | NEW | 38.8 |
| 359 |  $BBAI | BigBear.ai Holdings, Inc. | $72,972 | 0.0% | -48% | 12.7 |
| 360 |  $EXOD | Exodus Movement, Inc. | $66,079 | 0.0% | NEW | 47.4 |
| 361 |  $KNDI | Kandi Technologies Group, Inc. | $21,506 | 0.0% | +0% | — |
| 362 |  $CRDL | Cardiol Therapeutics Inc. | $14,648 | 0.0% | +0% | — |
| 363 |  $CGC | Canopy Growth Corp | $13,289 | 0.0% | +0% | 20.1 |
New Positions (82)
$CB Chubb Ltd$1.7M$COF CAPITAL ONE FINANCIAL CORP$1.6M$SLB SLB LIMITED/NV$1.5M$CAH CARDINAL HEALTH INC$1.4M$CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP$1.3M$FOXA Fox Corp$1.3M$AU AngloGold Ashanti PLC$1.2M$COR Cencora, Inc.$1.2M$JBHT HUNT J B TRANSPORT SERVICES INC$1.1M$EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC$1.0M$SNX TD SYNNEX CORP$1.0M$MCK MCKESSON CORP$968,168$ALGN ALIGN TECHNOLOGY INC$948,694$SSNC SS&C Technologies Holdings Inc$923,087$HST HOST HOTELS & RESORTS, INC.$889,775Exited Positions (90)
$WBD Warner Bros. Discovery, Inc.
$TRV TRAVELERS COMPANIES, INC.
$SPOT Spotify Technology S.A.
$MET METLIFE INC
$EME EMCOR Group, Inc.
$VST Vistra Corp.
$NRG NRG ENERGY, INC.
$RMD RESMED INC
$UI Ubiquiti Inc.
$DVN DEVON ENERGY CORP/DE
$NTAP NetApp, Inc.
$FLEX FLEX LTD.
$TLN Talen Energy Corp
$PINS PINTEREST, INC.
$APTV Aptiv PLCBrowse Top Institutional Investors
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