Winthrop Capital Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2010657
Institutional-grade research for retail investors
13F Reported Value
ⓘ$389,499
Holdings
356
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Winthrop Capital Management, LLC disclosed 356 positions worth $389,499 in its Form 13F-HR for Q1 2026. During the quarter the fund opened 0 new positions and exited 5. The portfolio is most concentrated in Other (68.6% of disclosed assets). All figures are sourced directly from Winthrop Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 2010657.
AI Fund Analysis
StableVANGUARD WORLD FD
8.2% weight
Held 6 quarters
SPDR SERIES TRUST
5.2% weight
Held 6 quarters
SCHWAB US LARGE CAP ETF
4.3% weight
Held 6 quarters
$LLY4.2% weight
Held 6 quarters
SCHWAB US DIVIDEND EQUITY
3.4% weight
Held 6 quarters
$META6 quarters accumulating
$T6 quarters accumulating
$PNC5 quarters accumulating
$SPG5 quarters accumulating
$GIS5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareConsumer DiscretionaryUtilities
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD WORLD FD
—Quality
$32.1K45,973 shSPDR SERIES TRUST
—Quality
$20.4K676,963 shSCHWAB US LARGE CAP ETF
—Quality
$16.9K658,461 sh- 89.3
Quality
$16.5K17,892 sh SCHWAB US DIVIDEND EQUITY ETF
—Quality
$13.3K433,576 shVANGUARD WORLD FD
—Quality
$12.5K103,156 shISHARES TR
—Quality
$11.6K128,356 sh- —
Quality
$10.5K54,867 sh SELECT SECTOR SPDR TR
—Quality
$10.3K93,113 shVANGUARD SCOTTSDALE FDS
—Quality
$9.6K116,467 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD WORLD FD | — | $32.1K | 45,973 |
| SPDR SERIES TRUST | — | $20.4K | 676,963 |
| SCHWAB US LARGE CAP ETF | — | $16.9K | 658,461 |
| ELI LILLY & Co$LLY | 89.3 | $16.5K | 17,892 |
| SCHWAB US DIVIDEND EQUITY ETF | — | $13.3K | 433,576 |
| VANGUARD WORLD FD | — | $12.5K | 103,156 |
| ISHARES TR | — | $11.6K | 128,356 |
 Invesco Ltd.$IVZ | — | $10.5K | 54,867 |
| SELECT SECTOR SPDR TR | — | $10.3K | 93,113 |
| VANGUARD SCOTTSDALE FDS | — | $9.6K | 116,467 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Winthrop Capital Management, LLC's 356 positions.
Showing top 10 of 356 holdings.
Sector Allocation
Other
$267,266
Technology
$31,483
Financials
$28,328
Healthcare
$22,892
Consumer Discretionary
$9,890
Utilities
$7,817
Industrials
$7,782
Energy
$6,422
Full Holdings — Winthrop Capital Management, LLC (Q1 2026)
All 356 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 WORLD FD | $32,076 | 8.2% | -0% | — |
| 2 | — | SPDR SERIES TRUST | $20,356 | 5.2% | -2% | — |
| 3 | — | SCHWAB US LARGE CAP ETF | $16,883 | 4.3% | -0% | — |
| 4 | $LLY | ELI LILLY & Co | $16,457 | 4.2% | +1% | 89.3 |
| 5 | — | SCHWAB US DIVIDEND EQUITY ETF | $13,302 | 3.4% | -10% | — |
| 6 | — | VANGUARD WORLD FD | $12,462 | 3.2% | -1% | — |
| 7 | — | ISHARES TR | $11,620 | 3.0% | -16% | — |
| 8 | $IVZ | Invesco Ltd. | $10,530 | 2.7% | -11% | — |
| 9 | — | SELECT SECTOR SPDR TR | $10,323 | 2.6% | +1% | — |
| 10 | — | VANGUARD SCOTTSDALE FDS | $9,638 | 2.5% | -1% | — |
| 11 | — | ISHARES TR | $9,441 | 2.4% | -9% | — |
| 12 | — | SELECT SECTOR SPDR TR | $9,377 | 2.4% | -1% | — |
| 13 | — | ISHARES IBOXX IG CORP BOND | $9,217 | 2.4% | -9% | — |
| 14 | — | SCHWAB INTERNATIONAL EQUITY ETF | $8,989 | 2.3% | +3% | — |
| 15 | — | SELECT SECTOR SPDR TR | $8,565 | 2.2% | +1% | — |
| 16 |  $NVDA | NVIDIA CORP | $7,117 | 1.8% | +4% | 90.2 |
| 17 | — | SELECT SECTOR SPDR TR | $6,393 | 1.6% | -2% | — |
| 18 | — | VANGUARD GROWTH | $6,210 | 1.6% | +2% | — |
| 19 |  $GOOG | Alphabet Inc. | $6,158 | 1.6% | +5% | 80.2 |
| 20 | — | ISHARES MBS ETF | $6,120 | 1.6% | -1% | — |
| 21 | — | VANGUARD VALUE | $6,057 | 1.6% | -1% | — |
| 22 |  $NEE | NEXTERA ENERGY INC | $5,957 | 1.5% | +1% | 71.7 |
| 23 | — | ISHARES INC | $5,583 | 1.4% | +6% | — |
| 24 | — | ISHARES CORE S&P 500 ETF | $5,326 | 1.4% | -28% | — |
| 25 | — | SPDR SERIES TRUST | $5,248 | 1.4% | -17% | — |
| 26 |  $AAPL | Apple Inc. | $5,173 | 1.3% | +2% | 76.1 |
| 27 |  $MSFT | MICROSOFT CORP | $5,059 | 1.3% | +4% | 83.7 |
| 28 | — | SELECT SECTOR SPDR TR | $4,964 | 1.3% | -3% | — |
| 29 | — | SCHWAB US LARGE CAP GROWTH ETF | $4,503 | 1.2% | +0% | — |
| 30 | — | ISHARES TR | $4,438 | 1.1% | -15% | — |
| 31 | — | SELECT SECTOR SPDR TR | $4,394 | 1.1% | -4% | — |
| 32 |  $JPM | JPMORGAN CHASE & CO | $3,656 | 0.9% | +4% | 35.6 |
| 33 |  $PEP | PEPSICO INC | $3,351 | 0.9% | -4% | 62.7 |
| 34 | — | SELECT SECTOR SPDR TR | $3,217 | 0.8% | +1% | — |
| 35 |  $AMZN | AMAZON COM INC | $2,858 | 0.7% | +4% | 74.6 |
| 36 | — | S&P US PREFERRED STOCK INDEX | $2,647 | 0.7% | -8% | — |
| 37 |  $BITB | Bitwise Bitcoin ETF | $2,506 | 0.6% | +27% | — |
| 38 | — | SCHWAB US SMALL-CAP ETF | $2,504 | 0.6% | -0% | — |
| 39 | — | ISHARES DOW JONES US AEROSPACE & DEF ETF | $2,397 | 0.6% | -3% | — |
| 40 |  $XOM | EXXON MOBIL CORP | $2,046 | 0.5% | -3% | 61.8 |
| 41 | — | SELECT SECTOR SPDR TR | $1,945 | 0.5% | -3% | — |
| 42 | — | SCHWAB EMERGING MARKETS EQUITY ETF | $1,941 | 0.5% | -1% | — |
| 43 |  $JNJ | JOHNSON & JOHNSON | $1,855 | 0.5% | +2% | 72.8 |
| 44 |  $CMI | CUMMINS INC | $1,833 | 0.5% | +4% | 58.9 |
| 45 | — | VANGUARD SMALL CAP GROWTH INDEX ETF | $1,810 | 0.5% | +1% | — |
| 46 |  $C | CITIGROUP INC | $1,782 | 0.5% | +6% | 54.8 |
| 47 |  $GLD | SPDR GOLD TRUST | $1,750 | 0.5% | -9% | — |
| 48 |  $WMT | Walmart Inc. | $1,690 | 0.4% | +2% | 63.2 |
| 49 |  $STT | STATE STREET CORP | $1,677 | 0.4% | -9% | 61.5 |
| 50 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1,573 | 0.4% | +5% | — |
| 51 |  $ORCL | ORACLE CORP | $1,557 | 0.4% | +4% | 67.2 |
| 52 | — | SCHWAB US MID CAP ETF | $1,555 | 0.4% | -0% | — |
| 53 |  $V | VISA INC. | $1,520 | 0.4% | +4% | 83.5 |
| 54 |  $MRK | Merck & Co., Inc. | $1,469 | 0.4% | +2% | 70.9 |
| 55 |  $SPY | SPDR S&P 500 ETF TRUST | $1,456 | 0.4% | -88% | — |
| 56 | — | VANGUARD TOTAL STOCK MKT | $1,450 | 0.4% | -12% | — |
| 57 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1,417 | 0.4% | -4% | 66.7 |
| 58 |  $JCI | Johnson Controls International plc | $1,416 | 0.4% | +6% | — |
| 59 | — | ISHARES BARCLAYS AGGREGATE BOND | $1,358 | 0.3% | -58% | — |
| 60 | — | ISHARES S&P 500 GROWTH ETF | $1,351 | 0.3% | -11% | — |
| 61 |  $DUK | Duke Energy CORP | $1,351 | 0.3% | +3% | 64 |
| 62 |  $HON | HONEYWELL INTERNATIONAL INC | $1,283 | 0.3% | +5% | 65.7 |
| 63 |  $COST | COSTCO WHOLESALE CORP /NEW | $1,248 | 0.3% | +4% | 67 |
| 64 |  $CVX | CHEVRON CORP | $1,174 | 0.3% | +3% | 54.7 |
| 65 |  $YUM | YUM BRANDS INC | $1,149 | 0.3% | -7% | 71.7 |
| 66 |  $USB | US BANCORP DE | $965 | 0.3% | +1% | 71.4 |
| 67 |  $PG | PROCTER & GAMBLE Co | $962 | 0.3% | +1% | 72.9 |
| 68 |  $ABBV | AbbVie Inc. | $936 | 0.2% | +2% | 59.3 |
| 69 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $907 | 0.2% | +5% | 63.7 |
| 70 |  $SU | SUNCOR ENERGY INC | $903 | 0.2% | +2% | — |
| 71 | — | VANGUARD SMALL CAP ETF | $903 | 0.2% | -5% | — |
| 72 |  $HD | HOME DEPOT, INC. | $895 | 0.2% | -0% | 69.2 |
| 73 | — | ISHARES S&P 600 SMALL CAP ETF | $889 | 0.2% | +0% | — |
| 74 | — | ISHARES S&P 400 MID CAP ETF | $875 | 0.2% | +0% | — |
| 75 | — | ISHARES INC | $866 | 0.2% | -8% | — |
| 76 |  $COP | CONOCOPHILLIPS | $816 | 0.2% | +4% | 74.8 |
| 77 | $META | Meta Platforms, Inc. | $775 | 0.2% | +14% | 80.9 |
| 78 | — | SPDR SERIES TRUST | $728 | 0.2% | +2% | — |
| 79 |  $LOW | LOWES COMPANIES INC | $726 | 0.2% | +8% | 63.5 |
| 80 |  $UNH | UNITEDHEALTH GROUP INC | $725 | 0.2% | +7% | 66.8 |
| 81 |  $APA | APA Corp | $700 | 0.2% | +9% | — |
| 82 |  $GOOGL | Alphabet Inc. | $696 | 0.2% | +5% | 80.2 |
| 83 |  $MCD | MCDONALDS CORP | $681 | 0.2% | +0% | 73.9 |
| 84 |  $TXN | TEXAS INSTRUMENTS INC | $629 | 0.2% | +0% | 70.4 |
| 85 | — | VANGUARD MID-CAP ETF | $628 | 0.2% | +0% | — |
| 86 | $IVZ | Invesco Ltd. | $624 | 0.2% | -19% | — |
| 87 |  $PLD | Prologis, Inc. | $618 | 0.2% | +6% | 67.5 |
| 88 | — | ISHARES RUSSELL 2000 | $617 | 0.2% | -1% | — |
| 89 |  $AER | AerCap Holdings N.V. | $607 | 0.2% | +6% | — |
| 90 | — | ISHARES 7-10 YEAR TREASURY B | $603 | 0.1% | -76% | — |
| 91 |  $WFC | WELLS FARGO & COMPANY/MN | $600 | 0.1% | -0% | — |
| 92 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $557 | 0.1% | +0% | 70.9 |
| 93 |  $SLB | SLB LIMITED/NV | $491 | 0.1% | +48% | 63.2 |
| 94 |  $SPGI | S&P Global Inc. | $439 | 0.1% | +7% | 79.4 |
| 95 |  $TSN | TYSON FOODS, INC. | $438 | 0.1% | +7% | 51.9 |
| 96 | — | VANGUARD SMALL CAP VALUE INDEX ETF | $415 | 0.1% | -6% | — |
| 97 | — | SCHWAB US BRD MKT ETF | $375 | 0.1% | -0% | — |
| 98 |  $DTB | DTE ENERGY CO | $365 | 0.1% | -0% | — |
| 99 |  $CCZ | COMCAST CORP | $365 | 0.1% | -10% | 70.4 |
| 100 |  $YUMC | Yum China Holdings, Inc. | $362 | 0.1% | -6% | 65.2 |
| 101 |  $PFE | PFIZER INC | $353 | 0.1% | +3% | 69 |
| 102 | — | GLOBAL X FDS | $337 | 0.1% | +185% | — |
| 103 | — | ISHARES RUSSELL MIDCAP INDEX FUND | $331 | 0.1% | -1% | — |
| 104 | $SPG | SIMON PROPERTY GROUP INC. | $322 | 0.1% | +0% | 76.9 |
| 105 |  $AMAT | APPLIED MATERIALS INC /DE | $304 | 0.1% | -2% | 74.8 |
| 106 |  $IAU | ISHARES GOLD TRUST | $302 | 0.1% | +0% | — |
| 107 | — | ISHARES LONG-TERM CORPORATE | $293 | 0.1% | +1% | — |
| 108 | — | VANGUARD SCOTTSDALE FDS | $286 | 0.1% | -59% | — |
| 109 |  $PPG | PPG INDUSTRIES INC | $285 | 0.1% | +35% | 57.1 |
| 110 | — | ISHARES S&P 400 MID CAP GROWTH INDEX | $278 | 0.1% | +0% | — |
| 111 |  $BRK.B | BERKSHIRE HATHAWAY INC | $271 | 0.1% | +0% | 64.5 |
| 112 | — | MSCI EAFE INDEX | $268 | 0.1% | +0% | — |
| 113 |  $UBER | Uber Technologies, Inc | $266 | 0.1% | +60% | 79.3 |
| 114 |  $LMT | LOCKHEED MARTIN CORP | $262 | 0.1% | +10% | 65 |
| 115 |  $EQIX | EQUINIX INC | $255 | 0.1% | +45% | 61.4 |
| 116 | — | VANGUARD WORLD FD | $250 | 0.1% | +0% | — |
| 117 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $248 | 0.1% | +10% | 67.9 |
| 118 |  $GSK | GSK plc | $220 | 0.1% | +0% | — |
| 119 |  $CAT | CATERPILLAR INC | $215 | 0.1% | +0% | 67.8 |
| 120 |  $ADBE | ADOBE INC. | $214 | 0.1% | +31% | 80.4 |
| 121 |  $QCOM | QUALCOMM INC/DE | $208 | 0.1% | +0% | 81.9 |
| 122 |  $ADP | AUTOMATIC DATA PROCESSING INC | $200 | 0.1% | +0% | 77.9 |
| 123 |  $ABT | ABBOTT LABORATORIES | $188 | 0.1% | -5% | 67 |
| 124 | — | ISHARES S&P SMALL CAP VALUE | $181 | 0.1% | +0% | — |
| 125 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $181 | 0.1% | +0% | — |
| 126 |  $BABA | Alibaba Group Holding Ltd | $178 | 0.1% | +0% | — |
| 127 | — | SELECT SECTOR SPDR TR | $176 | 0.1% | +2% | — |
| 128 | $IVZ | Invesco Ltd. | $175 | 0.0% | -32% | — |
| 129 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $173 | 0.0% | -81% | — |
| 130 | — | VANGUARD DIVIDEND APPREC ETF | $169 | 0.0% | +26% | — |
| 131 |  $ITW | ILLINOIS TOOL WORKS INC | $169 | 0.0% | +0% | 71.2 |
| 132 | $GIS | GENERAL MILLS INC | $159 | 0.0% | +1% | 64.1 |
| 133 |  $NVO | NOVO NORDISK A S | $151 | 0.0% | +22% | — |
| 134 |  $BMO | BANK OF MONTREAL /CAN/ | $150 | 0.0% | +0% | — |
| 135 |  $SHEL | Shell plc | $150 | 0.0% | +0% | — |
| 136 | — | SPDR SERIES TRUST | $149 | 0.0% | -1% | — |
| 137 | $T | AT&T INC. | $147 | 0.0% | +1% | 71.9 |
| 138 |  $BDX | BECTON DICKINSON & CO | $143 | 0.0% | +42% | 50.7 |
| 139 | — | VANGUARD WORLD FD | $140 | 0.0% | +0% | — |
| 140 |  $UNP | UNION PACIFIC CORP | $132 | 0.0% | +0% | 74 |
| 141 |  $IBIT | iShares Bitcoin Trust ETF | $128 | 0.0% | +39% | — |
| 142 |  $FTNT | Fortinet, Inc. | $127 | 0.0% | +0% | 78.1 |
| 143 | — | SPDR SERIES TRUST | $126 | 0.0% | +0% | — |
| 144 | — | ISHARES RUSSELL 1000 | $118 | 0.0% | +0% | — |
| 145 |  $PM | Philip Morris International Inc. | $105 | 0.0% | +0% | 80.5 |
| 146 |  $GLW | CORNING INC /NY | $104 | 0.0% | +0% | 72.7 |
| 147 |  $CTAS | CINTAS CORP | $104 | 0.0% | +0% | 76.3 |
| 148 | — | ISHARES TR | $102 | 0.0% | +0% | — |
| 149 |  $CGON | CG Oncology, Inc. | $99 | 0.0% | +0% | 28 |
| 150 | — | SCHWAB US REIT ETF | $99 | 0.0% | -89% | — |
| 151 |  $ACN | Accenture plc | $99 | 0.0% | +29% | — |
| 152 | — | VANGUARD SCOTTSDALE FDS | $97 | 0.0% | +0% | — |
| 153 | — | ISHARES TR | $95 | 0.0% | +0% | — |
| 154 |  $APD | Air Products & Chemicals, Inc. | $94 | 0.0% | +0% | 41.2 |
| 155 | — | ISHARES MSCI EMERGING MARKETS INDEX | $92 | 0.0% | -81% | — |
| 156 | — | ISHARES TR | $92 | 0.0% | +0% | — |
| 157 | — | VANGUARD ESG U.S. STOCK ETF | $91 | 0.0% | +0% | — |
| 158 |  $KMI | KINDER MORGAN, INC. | $87 | 0.0% | +0% | 74.6 |
| 159 | — | ISHARES RUSSELL 1000 GROWTH | $85 | 0.0% | +0% | — |
| 160 | — | ABERDEEN STANDARD BLOOMBERG ALL COMMODITY STRATEGY K-1 FR ETF | $85 | 0.0% | -85% | — |
| 161 | — | SCHWAB TAX EXEMPT FUND | $84 | 0.0% | +0% | — |
| 162 | — | RUSSELL 2000 GROWTH INDEX | $80 | 0.0% | +0% | — |
| 163 | — | VANECK ETF TRUST | $77 | 0.0% | +0% | — |
| 164 |  $TROW | PRICE T ROWE GROUP INC | $74 | 0.0% | +0% | 75.8 |
| 165 | — | ISHARES NORTH AMERICAN TECH- | $71 | 0.0% | +0% | — |
| 166 |  $GEV | GE Vernova Inc. | $71 | 0.0% | +0% | 70.1 |
| 167 |  $EIX | EDISON INTERNATIONAL | $70 | 0.0% | +0% | 70.7 |
| 168 |  $AXP | AMERICAN EXPRESS CO | $70 | 0.0% | +0% | 73.2 |
| 169 |  $O | REALTY INCOME CORP | $70 | 0.0% | +0% | 74.6 |
| 170 |  $EL | ESTEE LAUDER COMPANIES INC | $68 | 0.0% | -30% | 52.5 |
| 171 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $67 | 0.0% | +0% | 75.4 |
| 172 | $IVZ | Invesco Ltd. | $65 | 0.0% | +0% | — |
| 173 |  $MA | Mastercard Inc | $64 | 0.0% | +0% | 81.7 |
| 174 | — | VANGUARD HIGH DIVIDEND YIELD ETF | $61 | 0.0% | +0% | — |
| 175 | — | SPDR SERIES TRUST | $61 | 0.0% | +0% | — |
| 176 | — | RENAISSANCE IPO ETF | $59 | 0.0% | -7% | — |
| 177 |  $NKE | NIKE, Inc. | $55 | 0.0% | +0% | 53.4 |
| 178 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $55 | 0.0% | +0% | — |
| 179 |  $VZ | VERIZON COMMUNICATIONS INC | $55 | 0.0% | -50% | 71.6 |
| 180 | — | SPDR SERIES TRUST | $54 | 0.0% | +0% | — |
| 181 | — | ARK ETF TR | $52 | 0.0% | +0% | — |
| 182 | — | ISHARES CORE S&P U.S. VALUE ETF | $50 | 0.0% | +0% | — |
| 183 |  $BIDU | Baidu, Inc. | $50 | 0.0% | +0% | — |
| 184 |  $NWN | Northwest Natural Holding Co | $48 | 0.0% | +0% | 53.5 |
| 185 | — | VANGUARD INT HIGH DVD YLD ETF | $48 | 0.0% | +0% | — |
| 186 |  $ECL | ECOLAB INC. | $47 | 0.0% | +0% | 64.3 |
| 187 | — | DOW JONES SELECT DIVIDEND INDEX | $46 | 0.0% | +0% | — |
| 188 | — | VANGUARD SCOTTSDALE FDS | $46 | 0.0% | +0% | — |
| 189 | — | ISHARES 20 YEAR TREASURY BOND ETF | $45 | 0.0% | +0% | — |
| 190 |  $EWTX | Edgewise Therapeutics, Inc. | $43 | 0.0% | +0% | — |
| 191 |  $LULU | lululemon athletica inc. | $43 | 0.0% | +0% | 62.9 |
| 192 |  $CSGP | COSTAR GROUP, INC. | $43 | 0.0% | +209% | 49.5 |
| 193 | — | SCHWAB US LARGE CAP VALUE ETF | $43 | 0.0% | +131% | — |
| 194 | — | VANGUARD ESG INTERNATIONAL STOCK ETF | $41 | 0.0% | +0% | — |
| 195 |  $CIM | CHIMERA INVESTMENT CORP | $40 | 0.0% | +0% | — |
| 196 |  $TFC | TRUIST FINANCIAL CORP | $39 | 0.0% | +0% | — |
| 197 | $IVZ | Invesco Ltd. | $37 | 0.0% | +0% | — |
| 198 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $37 | 0.0% | +0% | — |
| 199 |  $SSNC | SS&C Technologies Holdings Inc | $36 | 0.0% | +1098% | 67.2 |
| 200 | — | ISHARES TR | $31 | 0.0% | +0% | — |
| 201 |  $SOFI | SoFi Technologies, Inc. | $29 | 0.0% | +0% | 53.8 |
| 202 |  $FISV | FISERV INC | $27 | 0.0% | +2300% | 67.4 |
| 203 | $META | Meta Platforms, Inc. | $27 | 0.0% | +0% | 80.9 |
| 204 |  $NEM | NEWMONT Corp /DE/ | $27 | 0.0% | +0% | 88.3 |
| 205 | — | SPDR SERIES TRUST | $27 | 0.0% | +0% | — |
| 206 | — | JANUS DETROIT STR TR | $26 | 0.0% | +0% | — |
| 207 | — | SPDR SERIES TRUST | $26 | 0.0% | -28% | — |
| 208 | — | ISHARES BROAD USD IG CORPORATE BOND | $25 | 0.0% | +0% | — |
| 209 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $25 | 0.0% | +3% | 72.9 |
| 210 | — | SPDR SERIES TRUST | $23 | 0.0% | +0% | — |
| 211 | $IVZ | Invesco Ltd. | $23 | 0.0% | +2% | — |
| 212 |  $SBUX | STARBUCKS CORP | $23 | 0.0% | +0% | 54.6 |
| 213 |  $MP | MP Materials Corp. / DE | $22 | 0.0% | +0% | 23.5 |
| 214 |  $NU | Nu Holdings Ltd. | $20 | 0.0% | +0% | — |
| 215 | — | ISHARES RUSSELL MID-CAP VALU | $20 | 0.0% | +0% | — |
| 216 | — | SPDR SERIES TRUST | $19 | 0.0% | +0% | — |
| 217 | — | GLOBAL X FDS | $18 | 0.0% | +278% | — |
| 218 |  $PLTR | Palantir Technologies Inc. | $18 | 0.0% | +0% | 85.8 |
| 219 |  $SIRI | SIRIUS XM HOLDINGS INC. | $18 | 0.0% | +0% | 37.7 |
| 220 |  $MMM | 3M CO | $17 | 0.0% | +0% | 60.7 |
| 221 | — | GLOBAL X FDS | $17 | 0.0% | +646% | — |
| 222 | — | SPDR SERIES TRUST | $16 | 0.0% | +0% | — |
| 223 |  $ALL | ALLSTATE CORP | $16 | 0.0% | +0% | 76.6 |
| 224 |  $DIS | Walt Disney Co | $16 | 0.0% | -98% | 68.9 |
| 225 |  $KMB | KIMBERLY CLARK CORP | $15 | 0.0% | +0% | 61.7 |
| 226 | — | VANGUARD INTERMEDIATE-TERM BOND | $14 | 0.0% | +0% | — |
| 227 |  $MU | MICRON TECHNOLOGY INC | $14 | 0.0% | -7% | 88.4 |
| 228 | — | ISHARES CALIFORNIA MUNI BOND | $14 | 0.0% | +0% | — |
| 229 |  $NOTV | Inotiv, Inc. | $14 | 0.0% | +0% | 29.3 |
| 230 | — | ISHARES NASDAQ BIOTECHNOLOGY | $14 | 0.0% | +0% | — |
| 231 |  $INBK | First Internet Bancorp | $13 | 0.0% | +0% | — |
| 232 |  $TSLA | Tesla, Inc. | $13 | 0.0% | +0% | 50.1 |
| 233 | — | FIRST TR EXCHANGE-TRADED FD | $12 | 0.0% | +0% | — |
| 234 |  $PTON | PELOTON INTERACTIVE, INC. | $11 | 0.0% | +0% | 41.6 |
| 235 |  $AMD | ADVANCED MICRO DEVICES INC | $11 | 0.0% | +0% | 78.8 |
| 236 |  $VRT | Vertiv Holdings Co | $10 | 0.0% | +0% | 82.7 |
| 237 | — | ISHARES TR | $10 | 0.0% | +0% | — |
| 238 | $IVZ | Invesco Ltd. | $10 | 0.0% | +0% | — |
| 239 |  $BMY | BRISTOL MYERS SQUIBB CO | $9 | 0.0% | +0% | 70.1 |
| 240 |  $PYXS | Pyxis Oncology, Inc. | $9 | 0.0% | +0% | — |
| 241 | — | ISHARES 3-7 YEAR TREASURY BOND ETF | $9 | 0.0% | +0% | — |
| 242 | — | ISHARES TR | $9 | 0.0% | +0% | — |
| 243 |  $CCL | Carnival Corp Ltd. | $9 | 0.0% | +0% | — |
| 244 |  $SNOW | Snowflake Inc. | $9 | 0.0% | +0% | 49.6 |
| 245 | — | VANGUARD S&P 500 ETF | $8 | 0.0% | +0% | — |
| 246 | — | VANGUARD FTSE EMERGING MARKETS ETF | $8 | 0.0% | +0% | — |
| 247 |  $AMGN | AMGEN INC | $7 | 0.0% | +0% | 79.5 |
| 248 |  $UAL | United Airlines Holdings, Inc. | $7 | 0.0% | +0% | 61.3 |
| 249 | — | VANECK ETF TRUST | $6 | 0.0% | +0% | — |
| 250 | — | ISHARES US UTILITIES ETF | $6 | 0.0% | +0% | — |
| 251 | $IVZ | Invesco Ltd. | $6 | 0.0% | +0% | — |
| 252 | — | VANGUARD MUNI BND TAX | $6 | 0.0% | +0% | — |
| 253 | $NU | Nu Holdings Ltd. | $6 | 0.0% | +0% | — |
| 254 | — | VANGUARD REIT | $5 | 0.0% | +0% | — |
| 255 |  $BITW | Bitwise 10 Crypto Index ETF | $5 | 0.0% | +0% | — |
| 256 |  $CRWD | CrowdStrike Holdings, Inc. | $5 | 0.0% | +0% | 55 |
| 257 |  $MNST | Monster Beverage Corp | $5 | 0.0% | +0% | 77 |
| 258 | — | SCHWAB US TIPS ETF | $4 | 0.0% | +0% | — |
| 259 | — | ISHARES TR | $4 | 0.0% | +0% | — |
| 260 |  $OKTA | Okta, Inc. | $4 | 0.0% | +0% | 67.3 |
| 261 |  $NCLH | Norwegian Cruise Line Holdings Ltd. | $4 | 0.0% | +0% | — |
| 262 |  $DLTR | DOLLAR TREE, INC. | $4 | 0.0% | +0% | 53.2 |
| 263 | — | VANGUARD FTSE ALL WO X-US SC | $4 | 0.0% | +0% | — |
| 264 |  $SCCO | SOUTHERN COPPER CORP/ | $4 | 0.0% | +0% | 86.6 |
| 265 | — | SELECT SECTOR SPDR TR | $4 | 0.0% | +44% | — |
| 266 | — | VANGUARD GLBL EX-US REAL EST | $3 | 0.0% | +0% | — |
| 267 | — | VANGUARD CHARLOTTE FDS | $3 | 0.0% | +0% | — |
| 268 |  $LUMN | Lumen Technologies, Inc. | $3 | 0.0% | +0% | 39.8 |
| 269 |  $WEC | WEC ENERGY GROUP, INC. | $3 | 0.0% | +0% | 67 |
| 270 |  $FIX | COMFORT SYSTEMS USA INC | $3 | 0.0% | +0% | 79.5 |
| 271 |  $NUE | NUCOR CORP | $3 | 0.0% | +0% | 58.9 |
| 272 |  $MO | ALTRIA GROUP, INC. | $2 | 0.0% | +0% | 72.1 |
| 273 |  $RIVN | Rivian Automotive, Inc. / DE | $2 | 0.0% | +0% | 36 |
| 274 |  $TOST | Toast, Inc. | $2 | 0.0% | +0% | 69.5 |
| 275 |  $SOLS | Solstice Advanced Materials Inc. | $2 | 0.0% | +0% | — |
| 276 |  $MDT | Medtronic plc | $2 | 0.0% | +0% | — |
| 277 |  $TKO | TKO Group Holdings, Inc. | $2 | 0.0% | +0% | 73.1 |
| 278 |  $EXPE | Expedia Group, Inc. | $2 | 0.0% | +0% | 65.7 |
| 279 |  $SO | SOUTHERN CO | $2 | 0.0% | +0% | 65.1 |
| 280 |  $WSM | WILLIAMS SONOMA INC | $2 | 0.0% | +0% | 65 |
| 281 |  $IDXX | IDEXX LABORATORIES INC /DE | $2 | 0.0% | +0% | 73.6 |
| 282 |  $CTRA | Coterra Energy Inc. | $2 | 0.0% | +0% | 80.6 |
| 283 |  $ALPS | Alps Group Inc | $2 | 0.0% | +0% | — |
| 284 |  $CL | COLGATE PALMOLIVE CO | $2 | 0.0% | +0% | 72.4 |
| 285 |  $XYL | Xylem Inc. | $2 | 0.0% | +0% | 65.6 |
| 286 |  $FCX | FREEPORT-MCMORAN INC | $2 | 0.0% | +0% | 73.1 |
| 287 |  $MLI | MUELLER INDUSTRIES INC | $2 | 0.0% | +0% | 77.5 |
| 288 |  $INTU | INTUIT INC. | $2 | 0.0% | +0% | 82 |
| 289 |  $SCI | SERVICE CORP INTERNATIONAL | $2 | 0.0% | +0% | 54.8 |
| 290 |  $NFLX | NETFLIX INC | $2 | 0.0% | +0% | 86.7 |
| 291 |  $FAST | FASTENAL CO | $2 | 0.0% | +0% | 73.5 |
| 292 |  $SOLV | Solventum Corp | $2 | 0.0% | +0% | 55.7 |
| 293 |  $DECK | DECKERS OUTDOOR CORP | $2 | 0.0% | +0% | 83.2 |
| 294 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $2 | 0.0% | +0% | 65.9 |
| 295 |  $GWW | W.W. GRAINGER, INC. | $2 | 0.0% | +0% | 69.5 |
| 296 |  $NTRA | Natera, Inc. | $2 | 0.0% | +0% | 46.4 |
| 297 |  $AR | ANTERO RESOURCES Corp | $2 | 0.0% | +0% | 80.1 |
| 298 |  $UI | Ubiquiti Inc. | $2 | 0.0% | +0% | 83.1 |
| 299 |  $MPC | Marathon Petroleum Corp | $2 | 0.0% | +0% | 50.7 |
| 300 |  $ALB | ALBEMARLE CORP | $1 | 0.0% | +0% | 50.2 |
| 301 |  $WM | WASTE MANAGEMENT INC | $1 | 0.0% | +0% | 70.7 |
| 302 |  $BAH | Booz Allen Hamilton Holding Corp | $1 | 0.0% | +0% | 65.5 |
| 303 | $IVZ | Invesco Ltd. | $1 | 0.0% | +0% | — |
| 304 |  $KO | COCA COLA CO | $1 | 0.0% | +0% | 74 |
| 305 |  $BA | BOEING CO | $1 | 0.0% | +0% | 51.8 |
| 306 |  $CELH | Celsius Holdings, Inc. | $1 | 0.0% | +0% | 63 |
| 307 |  $Q | Qnity Electronics, Inc. | $1 | 0.0% | +0% | — |
| 308 |  $ULTA | Ulta Beauty, Inc. | $1 | 0.0% | +0% | 66.6 |
| 309 |  $NIO | NIO Inc. | $1 | 0.0% | +0% | — |
| 310 |  $MSCI | MSCI Inc. | $1 | 0.0% | +0% | 77.6 |
| 311 |  $EXEL | EXELIXIS, INC. | $1 | 0.0% | +0% | 79.4 |
| 312 |  $ABNB | Airbnb, Inc. | $1 | 0.0% | +0% | 70.1 |
| 313 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $1 | 0.0% | +0% | 71.2 |
| 314 |  $FSLR | FIRST SOLAR, INC. | $1 | 0.0% | +0% | 73.8 |
| 315 |  $MANH | MANHATTAN ASSOCIATES INC | $1 | 0.0% | +0% | 70.1 |
| 316 |  $STRL | STERLING INFRASTRUCTURE, INC. | $1 | 0.0% | +0% | 73.3 |
| 317 |  $ILMN | ILLUMINA, INC. | $1 | 0.0% | +0% | 62.5 |
| 318 |  $ALLY | Ally Financial Inc. | $1 | 0.0% | +0% | 69.3 |
| 319 |  $TPL | Texas Pacific Land Corp | $1 | 0.0% | +0% | 79.1 |
| 320 |  $MEDP | Medpace Holdings, Inc. | $1 | 0.0% | +0% | 77.4 |
| 321 |  $KLAC | KLA CORP | $1 | 0.0% | +0% | 84.4 |
| 322 |  $PINS | PINTEREST, INC. | $1 | 0.0% | +0% | 62 |
| 323 | — | SPDR SERIES TRUST | $1 | 0.0% | +0% | — |
| 324 |  $SEIC | SEI INVESTMENTS CO | $1 | 0.0% | +0% | 77.9 |
| 325 |  $ROKU | ROKU, INC | $1 | 0.0% | +0% | 60.5 |
| 326 |  $DPZ | DOMINOS PIZZA INC | $1 | 0.0% | +0% | 69.8 |
| 327 | $IVZ | Invesco Ltd. | $1 | 0.0% | +0% | — |
| 328 |  $MCO | MOODYS CORP /DE/ | $1 | 0.0% | +0% | 81.3 |
| 329 |  $PNW | PINNACLE WEST CAPITAL CORP | $1 | 0.0% | +0% | 55.5 |
| 330 |  $ADM | Archer-Daniels-Midland Co | $1 | 0.0% | +0% | 49.4 |
| 331 |  $HIMS | Hims & Hers Health, Inc. | $1 | 0.0% | +0% | 50.9 |
| 332 |  $ZS | Zscaler, Inc. | $1 | 0.0% | +0% | 57.9 |
| 333 |  $PYPL | PayPal Holdings, Inc. | $1 | 0.0% | +0% | 70.5 |
| 334 |  $DDOG | Datadog, Inc. | $1 | 0.0% | +0% | 62.9 |
| 335 | — | ISHARES TR | $1 | 0.0% | +0% | — |
| 336 |  $MOS | MOSAIC CO | $1 | 0.0% | +0% | 54.3 |
| 337 |  $FRHC | Freedom Holding Corp. | $1 | 0.0% | +0% | 51.7 |
| 338 |  $ELS | EQUITY LIFESTYLE PROPERTIES INC | $1 | 0.0% | +0% | 65.6 |
| 339 |  $TXT | TEXTRON INC | $1 | 0.0% | +0% | 58.2 |
| 340 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $1 | 0.0% | +0% | 60.9 |
| 341 |  $FWONA | Liberty Media Corp | $1 | 0.0% | +0% | 51 |
| 342 |  $EQT | EQT Corp | $1 | 0.0% | +0% | 83.3 |
| 343 |  $PSA | Public Storage | $1 | 0.0% | +0% | 73.9 |
| 344 |  $APH | AMPHENOL CORP /DE/ | $1 | 0.0% | +0% | 80.5 |
| 345 |  $LII | LENNOX INTERNATIONAL INC | $1 | 0.0% | +0% | 64.8 |
| 346 |  $DOW | DOW INC. | $0 | 0.0% | +0% | 38 |
| 347 |  $Z | ZILLOW GROUP, INC. | $0 | 0.0% | +0% | 57.3 |
| 348 |  $UPS | UNITED PARCEL SERVICE INC | $0 | 0.0% | +0% | 58.2 |
| 349 |  $EVRG | Evergy, Inc. | $0 | 0.0% | +0% | 56.2 |
| 350 |  $ES | EVERSOURCE ENERGY | $0 | 0.0% | +0% | 67 |
| 351 |  $PPL | PPL Corp | $0 | 0.0% | +0% | 70.3 |
| 352 |  $WTRG | Essential Utilities, Inc. | $0 | 0.0% | +0% | 70.9 |
| 353 |  $KHC | Kraft Heinz Co | $0 | 0.0% | +0% | 42.5 |
| 354 |  $EVGO | EVgo Inc. | $0 | 0.0% | +0% | 39.1 |
| 355 |  $EMN | EASTMAN CHEMICAL CO | $0 | 0.0% | +0% | 49.4 |
| 356 |  $PSFE | Paysafe Ltd | $0 | 0.0% | +0% | — |
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