Wiser Advisor Group LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2011550
Institutional-grade research for retail investors
13F Reported Value
ⓘ$82.7M
Holdings
224
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Wiser Advisor Group LLC disclosed 224 positions worth $82.7M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 6.7% of the equity portfolio. During the quarter the fund opened 6 new positions and exited 13 — including a new stake in $NUE. The portfolio is most concentrated in Other (45.3% of disclosed assets). All figures are sourced directly from Wiser Advisor Group LLC’s Form 13F-HR filing with the SEC under CIK 2011550.
AI Fund Analysis
StableSector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryHealthcareReal Estate
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$5.5M21,854 sh VANGUARD S&P
—Quality
$4.9M8,281 sh- 80.2#45
Quality
$4.0M13,945 sh - 89.3
Quality
$3.9M4,281 sh FIRST TRUST
—Quality
$3.9M116,116 shNYLI FTSE
—Quality
$2.9M85,561 sh- 74.6
Quality
$2.8M13,389 sh - —
Quality
$2.4M22,965 sh FIRST TRUST
—Quality
$2.1M12,718 shGLOBAL X
—Quality
$2.1M86,175 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $5.5M | 21,854 |
| VANGUARD S&P | — | $4.9M | 8,281 |
 Alphabet Inc.$GOOG | 80.2#45 | $4.0M | 13,945 |
 ELI LILLY & Co$LLY | 89.3 | $3.9M | 4,281 |
| FIRST TRUST | — | $3.9M | 116,116 |
| NYLI FTSE | — | $2.9M | 85,561 |
 AMAZON COM INC$AMZN | 74.6 | $2.8M | 13,389 |
 Invesco Ltd.$IVZ | — | $2.4M | 22,965 |
| FIRST TRUST | — | $2.1M | 12,718 |
| GLOBAL X | — | $2.1M | 86,175 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wiser Advisor Group LLC's 224 positions.
Showing top 10 of 224 holdings.
Sector Allocation
Other
$37.5M
Technology
$17.6M
Financials
$8.9M
Consumer Discretionary
$7.9M
Healthcare
$4.5M
Real Estate
$1.9M
Industrials
$1.5M
Consumer Staples
$1.2M
Full Holdings — Wiser Advisor Group LLC (Q1 2026)
All 224 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 | $AAPL | Apple Inc. | $5.5M | 6.7% | -4% | 76.1 |
| 2 | — | VANGUARD S&P | $4.9M | 6.0% | -2% | — |
| 3 | $GOOG | Alphabet Inc. | $4.0M | 4.8% | -7% | 80.2 |
| 4 | $LLY | ELI LILLY & Co | $3.9M | 4.8% | -1% | 89.3 |
| 5 | — | FIRST TRUST | $3.9M | 4.7% | +124% | — |
| 6 | — | NYLI FTSE | $2.9M | 3.5% | +1% | — |
| 7 | $AMZN | AMAZON COM INC | $2.8M | 3.4% | -2% | 74.6 |
| 8 | $IVZ | Invesco Ltd. | $2.4M | 2.9% | +2% | — |
| 9 | — | FIRST TRUST | $2.1M | 2.5% | -0% | — |
| 10 | — | GLOBAL X | $2.1M | 2.5% | -0% | — |
| 11 | — | VANGUARD VALUE | $2.0M | 2.5% | -2% | — |
| 12 |  $META | Meta Platforms, Inc. | $2.0M | 2.4% | -4% | 80.9 |
| 13 | — | VANGUARD TOTAL | $2.0M | 2.4% | -4% | — |
| 14 | — | SCHWAB US | $2.0M | 2.4% | -1% | — |
| 15 | — | GLOBAL X | $1.9M | 2.4% | +38% | — |
| 16 |  $JPM | JPMORGAN CHASE & CO | $1.9M | 2.3% | +0% | 35.6 |
| 17 |  $WMT | Walmart Inc. | $1.8M | 2.2% | -1% | 63.2 |
| 18 | — | VANGUARD SMALL | $1.8M | 2.2% | -1% | — |
| 19 | — | HARTFORD MUN | $1.8M | 2.1% | -4% | — |
| 20 |  $NVDA | NVIDIA CORP | $1.7M | 2.1% | -8% | 90.2 |
| 21 | — | VANGUARD GROWTH | $1.7M | 2.0% | -7% | — |
| 22 |  $MSFT | MICROSOFT CORP | $1.6M | 1.9% | -4% | 83.7 |
| 23 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.5M | 1.8% | -1% | — |
| 24 | — | SCHWAB US | $1.4M | 1.7% | +24% | — |
| 25 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 1.7% | +0% | 64.5 |
| 26 |  $MCD | MCDONALDS CORP | $1.4M | 1.7% | -0% | 73.9 |
| 27 |  $HD | HOME DEPOT, INC. | $1.2M | 1.5% | -1% | 69.2 |
| 28 | — | XTRACKERS USD | $1.2M | 1.5% | -1% | — |
| 29 |  $KO | COCA COLA CO | $1.2M | 1.4% | -0% | 74 |
| 30 |  $BX | Blackstone Inc. | $1.0M | 1.2% | +8313% | 68 |
| 31 |  $PLD | Prologis, Inc. | $881,687 | 1.1% | +1% | 67.5 |
| 32 | — | VANGUARD REAL | $826,100 | 1.0% | -7% | — |
| 33 | — | FIRST TRUST | $774,819 | 0.9% | -4% | — |
| 34 |  $NUE | NUCOR CORP | $718,677 | 0.9% | NEW | 58.9 |
| 35 |  $BRK.B | BERKSHIRE HATHAWAY INC | $668,960 | 0.8% | -4% | 64.5 |
| 36 | — | AMPLIFY CWP | $660,909 | 0.8% | +3% | — |
| 37 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $615,789 | 0.7% | +0% | — |
| 38 |  $TRP | TC ENERGY CORP | $453,020 | 0.6% | -1% | — |
| 39 | — | ISHARES CORE | $435,117 | 0.5% | -5% | — |
| 40 |  $TSLA | Tesla, Inc. | $434,205 | 0.5% | -5% | 50.1 |
| 41 | — | VANGUARD INTERMEDIATE | $416,417 | 0.5% | -2% | — |
| 42 | — | STATE STREET | $386,762 | 0.5% | -30% | — |
| 43 | $IVZ | Invesco Ltd. | $383,421 | 0.5% | +0% | — |
| 44 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $356,912 | 0.4% | +0% | — |
| 45 | — | ISHARES CORE | $325,807 | 0.4% | -13% | — |
| 46 | $IVZ | Invesco Ltd. | $294,824 | 0.4% | +0% | — |
| 47 |  $GOOGL | Alphabet Inc. | $231,199 | 0.3% | +0% | 80.2 |
| 48 |  $AVGO | Broadcom Inc. | $227,904 | 0.3% | -0% | 86.4 |
| 49 | — | VANECK HIGH | $207,341 | 0.3% | -7% | — |
| 50 | — | VANECK VIETNAM | $201,682 | 0.2% | +2% | — |
| 51 | — | ARK SPACE | $196,380 | 0.2% | -1% | — |
| 52 |  $COST | COSTCO WHOLESALE CORP /NEW | $193,051 | 0.2% | +0% | 67 |
| 53 | — | FIRST TRUST | $187,233 | 0.2% | -11% | — |
| 54 | — | ISHARES S&P | $186,418 | 0.2% | -12% | — |
| 55 |  $V | VISA INC. | $180,423 | 0.2% | +1% | 83.5 |
| 56 |  $RTX | RTX Corp | $143,872 | 0.2% | +0% | 70 |
| 57 |  $JNJ | JOHNSON & JOHNSON | $131,538 | 0.2% | +0% | 72.8 |
| 58 |  $ORCL | ORACLE CORP | $130,694 | 0.2% | +0% | 67.2 |
| 59 |  $WELL | WELLTOWER INC. | $130,333 | 0.2% | +0% | 75.7 |
| 60 |  $CSCO | CISCO SYSTEMS, INC. | $127,360 | 0.1% | +0% | 72.3 |
| 61 | — | NYLI MACKAY | $121,707 | 0.1% | -7% | — |
| 62 |  $ABT | ABBOTT LABORATORIES | $119,726 | 0.1% | -18% | 67 |
| 63 |  $ALL | ALLSTATE CORP | $112,943 | 0.1% | +1% | 76.6 |
| 64 |  $WM | WASTE MANAGEMENT INC | $112,836 | 0.1% | +0% | 70.7 |
| 65 |  $STT | STATE STREET CORP | $110,116 | 0.1% | +0% | 61.5 |
| 66 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $102,050 | 0.1% | +0% | 63.7 |
| 67 |  $NFLX | NETFLIX INC | $97,690 | 0.1% | -1% | 86.7 |
| 68 |  $AMT | AMERICAN TOWER CORP /MA/ | $82,787 | 0.1% | +1% | 69.8 |
| 69 |  $LOW | LOWES COMPANIES INC | $81,859 | 0.1% | +0% | 63.5 |
| 70 |  $PLTR | Palantir Technologies Inc. | $81,477 | 0.1% | +90% | 85.8 |
| 71 |  $AXP | AMERICAN EXPRESS CO | $80,518 | 0.1% | +0% | 73.2 |
| 72 |  $MRK | Merck & Co., Inc. | $80,039 | 0.1% | +1% | 70.9 |
| 73 |  $CVX | CHEVRON CORP | $77,798 | 0.1% | +1% | 54.7 |
| 74 |  $XPO | XPO, Inc. | $75,291 | 0.1% | +0% | 55.3 |
| 75 | $IVZ | Invesco Ltd. | $74,819 | 0.1% | +0% | — |
| 76 | — | VANGUARD FTSE | $71,003 | 0.1% | -17% | — |
| 77 |  $NEE | NEXTERA ENERGY INC | $67,152 | 0.1% | -17% | 71.7 |
| 78 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $66,886 | 0.1% | +0% | 65.9 |
| 79 |  $DGX | QUEST DIAGNOSTICS INC | $66,560 | 0.1% | +1% | 69.1 |
| 80 |  $LMT | LOCKHEED MARTIN CORP | $66,422 | 0.1% | +2% | 65 |
| 81 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $65,621 | 0.1% | +0% | 72.9 |
| 82 |  $EQIX | EQUINIX INC | $65,502 | 0.1% | +2% | 61.4 |
| 83 | — | FIRST TRUST | $63,018 | 0.1% | +0% | — |
| 84 |  $O | REALTY INCOME CORP | $57,922 | 0.1% | +1% | 74.6 |
| 85 |  $NDAQ | NASDAQ, INC. | $55,528 | 0.1% | +0% | 78.5 |
| 86 |  $SYK | STRYKER CORP | $54,534 | 0.1% | +0% | 69.8 |
| 87 |  $SCHW | SCHWAB CHARLES CORP | $51,657 | 0.1% | +0% | 77.2 |
| 88 |  $AVB | AVALONBAY COMMUNITIES INC | $47,882 | 0.1% | +1% | 57.5 |
| 89 |  $HST | HOST HOTELS & RESORTS, INC. | $46,656 | 0.1% | +2% | 72.6 |
| 90 | — | VANGUARD TOTAL | $46,581 | 0.1% | +3% | — |
| 91 |  $UDR | UDR, Inc. | $45,678 | 0.1% | +1% | 65.2 |
| 92 |  $SUI | SUN COMMUNITIES INC | $45,373 | 0.1% | +1% | 44.4 |
| 93 |  $MPLX | MPLX LP | $44,834 | 0.1% | +2% | 76.5 |
| 94 |  $MU | MICRON TECHNOLOGY INC | $44,236 | 0.1% | +0% | 88.4 |
| 95 |  $DLR | DIGITAL REALTY TRUST, INC. | $44,204 | 0.1% | -4% | 70.2 |
| 96 |  $LITE | Lumentum Holdings Inc. | $42,870 | 0.1% | +6000% | 63.4 |
| 97 |  $ADBE | ADOBE INC. | $41,810 | 0.1% | +0% | 80.4 |
| 98 | — | VANGUARD LARGE | $41,540 | 0.1% | +0% | — |
| 99 |  $VICI | VICI PROPERTIES INC. | $39,932 | 0.1% | +2% | 76.2 |
| 100 |  $UAL | United Airlines Holdings, Inc. | $39,406 | 0.1% | +0% | 61.3 |
| 101 |  $AEE | AMEREN CORP | $37,043 | 0.0% | +0% | 63.5 |
| 102 |  $SHEL | Shell plc | $36,697 | 0.0% | +1% | — |
| 103 |  $ADC | AGREE REALTY CORP | $34,682 | 0.0% | +1% | 57.4 |
| 104 |  $DOC | HEALTHPEAK PROPERTIES, INC. | $33,420 | 0.0% | +2% | 62 |
| 105 |  $VTR | Ventas, Inc. | $31,858 | 0.0% | +1% | 70.3 |
| 106 |  $COIN | Coinbase Global, Inc. | $29,509 | 0.0% | -12% | 68 |
| 107 | — | ISHARES CORE | $29,079 | 0.0% | +1% | — |
| 108 |  $YUM | YUM BRANDS INC | $28,945 | 0.0% | +1% | 71.7 |
| 109 |  $FC | FRANKLIN COVEY CO | $28,611 | 0.0% | +0% | 33.9 |
| 110 |  $ABNB | Airbnb, Inc. | $28,287 | 0.0% | +0% | 70.1 |
| 111 |  $TRNO | Terreno Realty Corp | $27,871 | 0.0% | +1% | 75.4 |
| 112 |  $REXR | Rexford Industrial Realty, Inc. | $27,435 | 0.0% | +1% | 53.8 |
| 113 |  $TOL | Toll Brothers, Inc. | $26,727 | 0.0% | +0% | 68.3 |
| 114 |  $ELS | EQUITY LIFESTYLE PROPERTIES INC | $25,920 | 0.0% | +1% | 65.6 |
| 115 |  $CUBE | CubeSmart | $25,746 | 0.0% | +1% | 64.7 |
| 116 |  $BAC | BANK OF AMERICA CORP /DE/ | $25,301 | 0.0% | -59% | 68.4 |
| 117 |  $CCI | CROWN CASTLE INC. | $25,247 | 0.0% | +2% | 52.9 |
| 118 |  $NET | Cloudflare, Inc. | $24,968 | 0.0% | +0% | 52.6 |
| 119 |  $BRX | Brixmor Property Group Inc. | $24,125 | 0.0% | +1% | 68.2 |
| 120 |  $HR | Healthcare Realty Trust Inc | $23,979 | 0.0% | +1% | 44.9 |
| 121 |  $SPY | SPDR S&P 500 ETF TRUST | $23,097 | 0.0% | +3% | — |
| 122 |  $IBRX | ImmunityBio, Inc. | $23,010 | 0.0% | +50% | 30 |
| 123 |  $ABBV | AbbVie Inc. | $22,259 | 0.0% | +0% | 59.3 |
| 124 |  $KRC | KILROY REALTY CORP | $22,134 | 0.0% | +1% | 67.8 |
| 125 | $IVZ | Invesco Ltd. | $21,898 | 0.0% | +0% | — |
| 126 |  $MGM | MGM Resorts International | $21,835 | 0.0% | +0% | 48 |
| 127 |  $HON | HONEYWELL INTERNATIONAL INC | $21,570 | 0.0% | +0% | 65.7 |
| 128 |  $KIM | KIMCO REALTY CORP | $21,450 | 0.0% | +1% | 70.1 |
| 129 |  $DUK | Duke Energy CORP | $20,918 | 0.0% | +1% | 64 |
| 130 |  $PG | PROCTER & GAMBLE Co | $20,128 | 0.0% | +1% | 72.9 |
| 131 |  $GXO | GXO Logistics, Inc. | $20,066 | 0.0% | +0% | 51.9 |
| 132 |  $MMM | 3M CO | $19,616 | 0.0% | +1% | 60.7 |
| 133 |  $MET | METLIFE INC | $19,495 | 0.0% | +1% | 73.9 |
| 134 |  $NNN | NNN REIT, INC. | $19,418 | 0.0% | +0% | 67.9 |
| 135 |  $SBUX | STARBUCKS CORP | $18,993 | 0.0% | +0% | 54.6 |
| 136 |  $IHG | INTERCONTINENTAL HOTELS GROUP PLC /NEW/ | $18,750 | 0.0% | +0% | — |
| 137 |  $DOV | DOVER Corp | $18,636 | 0.0% | -8% | 63.1 |
| 138 |  $SQM | CHEMICAL & MINING CO OF CHILE INC | $18,212 | 0.0% | +0% | — |
| 139 | — | ISHARES CORE | $17,720 | 0.0% | -27% | — |
| 140 |  $INVH | Invitation Homes Inc. | $17,231 | 0.0% | +1% | 59.7 |
| 141 |  $AZN | ASTRAZENECA PLC | $16,961 | 0.0% | -50% | — |
| 142 |  $MO | ALTRIA GROUP, INC. | $16,398 | 0.0% | +2% | 72.1 |
| 143 |  $EXR | Extra Space Storage Inc. | $15,895 | 0.0% | +1% | 66.7 |
| 144 | — | ALERIAN MLP | $15,748 | 0.0% | +2% | — |
| 145 |  $FDX | FEDEX CORP | $15,079 | 0.0% | +0% | 60.3 |
| 146 |  $CRM | Salesforce, Inc. | $14,547 | 0.0% | +0% | 75.2 |
| 147 |  $PFE | PFIZER INC | $14,531 | 0.0% | +2% | 69 |
| 148 |  $GLPI | Gaming & Leisure Properties, Inc. | $14,461 | 0.0% | +2% | 72.4 |
| 149 |  $EPRT | ESSENTIAL PROPERTIES REALTY TRUST, INC. | $14,295 | 0.0% | +1% | 70.1 |
| 150 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $14,221 | 0.0% | +0% | 47.2 |
| 151 |  $LAMR | LAMAR ADVERTISING CO/NEW | $13,401 | 0.0% | +2% | 67.8 |
| 152 |  $UMC | UNITED MICROELECTRONICS CORP | $13,195 | 0.0% | +0% | — |
| 153 |  $WEC | WEC ENERGY GROUP, INC. | $12,850 | 0.0% | +0% | 67 |
| 154 | — | VIRTUS INFRACAP | $12,479 | 0.0% | +3% | — |
| 155 |  $C | CITIGROUP INC | $12,308 | 0.0% | +1% | 54.8 |
| 156 |  $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $11,854 | 0.0% | +2% | — |
| 157 | — | SCHWAB US | $11,744 | 0.0% | +0% | — |
| 158 |  $GD | GENERAL DYNAMICS CORP | $11,326 | 0.0% | NEW | 73 |
| 159 | — | VANGUARD TOTAL | $11,310 | 0.0% | +3% | — |
| 160 | — | MOTLEY FOOL | $11,305 | 0.0% | +0% | — |
| 161 | — | STATE STREET | $11,215 | 0.0% | +0% | — |
| 162 |  $CSX | CSX CORP | $10,960 | 0.0% | +0% | 66.4 |
| 163 | — | VANGUARD FSTE | $10,592 | 0.0% | -26% | — |
| 164 |  $GMED | GLOBUS MEDICAL INC | $10,512 | 0.0% | +0% | 77.6 |
| 165 |  $DASH | DoorDash, Inc. | $10,511 | 0.0% | +0% | 70.6 |
| 166 |  $BA | BOEING CO | $10,150 | 0.0% | NEW | 51.8 |
| 167 |  $PYPL | PayPal Holdings, Inc. | $10,050 | 0.0% | +0% | 70.5 |
| 168 | — | ISHARES ESG | $9,051 | 0.0% | +0% | — |
| 169 |  $WT | WisdomTree, Inc. | $8,813 | 0.0% | +0% | 62.9 |
| 170 |  $CARR | CARRIER GLOBAL Corp | $8,528 | 0.0% | +0% | 61.5 |
| 171 | — | ISHARES MSCI | $8,469 | 0.0% | +0% | — |
| 172 |  $J | JACOBS SOLUTIONS INC. | $8,273 | 0.0% | +0% | 47.7 |
| 173 |  $T | AT&T INC. | $8,146 | 0.0% | +0% | 71.9 |
| 174 |  $KMB | KIMBERLY CLARK CORP | $8,007 | 0.0% | +0% | 61.7 |
| 175 |  $COLD | AMERICOLD REALTY TRUST | $7,961 | 0.0% | +2% | 37.1 |
| 176 | — | SCHWAB FUNDAMENTAL | $7,938 | 0.0% | -11% | — |
| 177 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $7,805 | 0.0% | +1% | 60.7 |
| 178 |  $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | $7,796 | 0.0% | +1% | 45.1 |
| 179 | — | FIRST TRUST | $7,762 | 0.0% | +0% | — |
| 180 |  $PM | Philip Morris International Inc. | $7,602 | 0.0% | +0% | 80.5 |
| 181 |  $PEGA | PEGASYSTEMS INC | $7,536 | 0.0% | +581% | 69.6 |
| 182 |  $REAL | TheRealReal, Inc. | $7,264 | 0.0% | +0% | 54.2 |
| 183 |  $TGT | TARGET CORP | $7,249 | 0.0% | +2% | 53.1 |
| 184 | — | SCHWAB FUNDAMENTAL | $6,820 | 0.0% | +0% | — |
| 185 |  $MCHP | MICROCHIP TECHNOLOGY INC | $6,784 | 0.0% | +1% | 40 |
| 186 |  $NKE | NIKE, Inc. | $6,603 | 0.0% | -36% | 53.4 |
| 187 |  $BCS | BARCLAYS PLC | $6,388 | 0.0% | +1% | — |
| 188 |  $VRT | Vertiv Holdings Co | $6,266 | 0.0% | NEW | 82.7 |
| 189 |  $RXO | RXO, Inc. | $5,658 | 0.0% | +0% | 56 |
| 190 | — | VANGUARD TOTAL | $5,395 | 0.0% | -21% | — |
| 191 | — | VANGUARD MORTGAGE | $4,989 | 0.0% | +0% | — |
| 192 | — | ISHARES RUSSELL | $4,960 | 0.0% | +0% | — |
| 193 |  $FCX | FREEPORT-MCMORAN INC | $4,820 | 0.0% | NEW | 73.1 |
| 194 |  $VZ | VERIZON COMMUNICATIONS INC | $4,705 | 0.0% | -16% | 71.6 |
| 195 |  $AWK | American Water Works Company, Inc. | $4,636 | 0.0% | +0% | 61.7 |
| 196 | — | SCHWAB FUNDAMENTAL | $4,617 | 0.0% | -8% | — |
| 197 |  $NGG | NATIONAL GRID PLC | $4,556 | 0.0% | +0% | — |
| 198 |  $CCK | CROWN HOLDINGS, INC. | $4,554 | 0.0% | +0% | 61.9 |
| 199 |  $SWK | STANLEY BLACK & DECKER, INC. | $4,363 | 0.0% | +0% | 52.4 |
| 200 |  $F | FORD MOTOR CO | $4,046 | 0.0% | +1% | 58.5 |
| 201 |  $PRSU | Pursuit Attractions & Hospitality, Inc. | $3,663 | 0.0% | +0% | 41.3 |
| 202 |  $YUMC | Yum China Holdings, Inc. | $3,566 | 0.0% | +0% | 65.2 |
| 203 |  $HSBC | HSBC HOLDINGS PLC | $3,382 | 0.0% | +0% | — |
| 204 |  $PNW | PINNACLE WEST CAPITAL CORP | $3,325 | 0.0% | +0% | 55.5 |
| 205 |  $GBCI | GLACIER BANCORP, INC. | $3,219 | 0.0% | +0% | 62.1 |
| 206 | — | ISHARES JPMORGAN | $3,196 | 0.0% | -15% | — |
| 207 |  $SONY | Sony Group Corp | $3,123 | 0.0% | +0% | — |
| 208 |  $DUOL | Duolingo, Inc. | $2,661 | 0.0% | +0% | 82 |
| 209 |  $ING | ING GROEP NV | $2,580 | 0.0% | +1% | — |
| 210 |  $ZM | Zoom Communications, Inc. | $2,572 | 0.0% | -100% | 72.4 |
| 211 |  $IAU | ISHARES GOLD TRUST | $2,380 | 0.0% | +0% | — |
| 212 |  $OSG | OCTAVE SPECIALTY GROUP INC | $2,325 | 0.0% | +0% | 39 |
| 213 |  $CWH | Camping World Holdings, Inc. | $2,238 | 0.0% | +0% | 45.4 |
| 214 |  $FIS | Fidelity National Information Services, Inc. | $2,230 | 0.0% | +2% | 69.6 |
| 215 | — | SCHWAB INTERMEDIATE | $2,140 | 0.0% | -40% | — |
| 216 |  $SOLS | Solstice Advanced Materials Inc. | $1,753 | 0.0% | +0% | — |
| 217 | — | VANGUARD EXTENDED | $1,704 | 0.0% | -56% | — |
| 218 |  $RACE | Ferrari N.V. | $1,692 | 0.0% | -100% | — |
| 219 | — | ISHARES CORE | $1,600 | 0.0% | +0% | — |
| 220 | $WT | WisdomTree, Inc. | $1,016 | 0.0% | +0% | 62.9 |
| 221 | — | ISHARES S&P | $566 | 0.0% | -100% | — |
| 222 |  $CCL | Carnival Corp Ltd. | $234 | 0.0% | +0% | — |
| 223 |  $NAK | NORTHERN DYNASTY MINERALS LTD | $140 | 0.0% | NEW | — |
| 224 |  $GRAL | GRAIL, Inc. | $52 | 0.0% | +0% | 31.9 |
New Positions (6)
Exited Positions (13)
PROFESSIONALLY MANAGED
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$SBAC SBA COMMUNICATIONS CORP
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$HUBS HUBSPOT INC
$ACI Albertsons Companies, Inc.
$AMTM Amentum Holdings, Inc.Browse Top Institutional Investors
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