GGM Financials LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2021722
Institutional-grade research for retail investors
13F Reported Value
ⓘ$217.3M
Holdings
236
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
GGM Financials LLC disclosed 236 positions worth $217.3M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 19 new positions and exited 10. The portfolio is most concentrated in Other (87.5% of disclosed assets). All figures are sourced directly from GGM Financials LLC’s Form 13F-HR filing with the SEC under CIK 2021722.
AI Fund Analysis
StableJPmorgan Active Growth ETF
23.4% weight
Held 6 quarters
Innovator Laddered Fund of
12.5% weight
Held 5 quarters
Goldman Sachs NASDAQ - 100
9.2% weight
Held 6 quarters
iShares Russell Mid-Cap ET
6.4% weight
Held 6 quarters
Hartford Municipal Opportu
3.8% weight
Held 6 quarters
iShares Russell Mid-Cap ET
5 quarters accumulating
Hartford Municipal Opportu
5 quarters accumulating
NYLI Mackay Muni Intermedi
5 quarters accumulating
iShares Core MSCI EAFE ETF
5 quarters accumulating
PIMCO Intermediate Municip
5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
JPmorgan Active Growth ETF
—Quality
$50.8M601,161 shInnovator Laddered Fund of S&P 500 Power Buffer ETF
—Quality
$27.1M548,358 shGoldman Sachs NASDAQ - 100 Premium Income ETF
—Quality
$20.0M403,928 shiShares Russell Mid-Cap ETF
—Quality
$13.9M142,648 shiShares Expanded Tech-Software Sector ETF
—Quality
$10.2M127,941 shHartford Municipal Opportunities ETF
—Quality
$8.3M214,262 shNYLI Mackay Muni Intermediate ETF
—Quality
$6.0M248,098 shPutnam Focused Large-Cap Value ETF
—Quality
$5.5M119,057 shiShares Core MSCI EAFE ETF
—Quality
$5.3M58,174 shJPMorgan Active Value ETF
—Quality
$4.8M67,176 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| JPmorgan Active Growth ETF | — | $50.8M | 601,161 |
| Innovator Laddered Fund of S&P 500 Power Buffer ETF | — | $27.1M | 548,358 |
| Goldman Sachs NASDAQ - 100 Premium Income ETF | — | $20.0M | 403,928 |
| iShares Russell Mid-Cap ETF | — | $13.9M | 142,648 |
| iShares Expanded Tech-Software Sector ETF | — | $10.2M | 127,941 |
| Hartford Municipal Opportunities ETF | — | $8.3M | 214,262 |
| NYLI Mackay Muni Intermediate ETF | — | $6.0M | 248,098 |
| Putnam Focused Large-Cap Value ETF | — | $5.5M | 119,057 |
| iShares Core MSCI EAFE ETF | — | $5.3M | 58,174 |
| JPMorgan Active Value ETF | — | $4.8M | 67,176 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of GGM Financials LLC's 236 positions.
Showing top 10 of 236 holdings.
Sector Allocation
Other
$190.2M
Technology
$8.2M
Financials
$7.8M
Healthcare
$2.9M
Industrials
$2.6M
Consumer Discretionary
$1.9M
Consumer Staples
$1.8M
Utilities
$1.1M
Full Holdings — GGM Financials LLC (Q1 2026)
All 236 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 | — | JPmorgan Active Growth ETF | $50.8M | 23.4% | +11% | — |
| 2 | — | Innovator Laddered Fund of S&P 500 Power Buffer ETF | $27.1M | 12.5% | +5% | — |
| 3 | — | Goldman Sachs NASDAQ - 100 Premium Income ETF | $20.0M | 9.2% | +7% | — |
| 4 | — | iShares Russell Mid-Cap ETF | $13.9M | 6.4% | +3% | — |
| 5 | — | iShares Expanded Tech-Software Sector ETF | $10.2M | 4.7% | NEW | — |
| 6 | — | Hartford Municipal Opportunities ETF | $8.3M | 3.8% | +22% | — |
| 7 | — | NYLI Mackay Muni Intermediate ETF | $6.0M | 2.8% | +16% | — |
| 8 | — | Putnam Focused Large-Cap Value ETF | $5.5M | 2.5% | +14% | — |
| 9 | — | iShares Core MSCI EAFE ETF | $5.3M | 2.4% | +41% | — |
| 10 | — | JPMorgan Active Value ETF | $4.8M | 2.2% | -10% | — |
| 11 | — | JPMorgan Active Bond ETF | $3.0M | 1.4% | +7% | — |
| 12 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.9M | 1.3% | -0% | — |
| 13 | — | iShares MSCI USA Min Vol Factor ETF | $2.8M | 1.3% | -0% | — |
| 14 | — | JPMorgan High Yield Municipal ETF | $2.8M | 1.3% | +5% | — |
| 15 | — | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $2.5M | 1.1% | +33% | — |
| 16 | — | iShares Russell 1000 Growth ETF | $2.5M | 1.1% | +16% | — |
| 17 | — | Bank of New York Mellon Dynamic Value ETF | $1.9M | 0.9% | +67% | — |
| 18 |  $NVDA | NVIDIA CORP | $1.9M | 0.9% | -4% | 90.2 |
| 19 |  $AAPL | Apple Inc. | $1.8M | 0.8% | -6% | 76.1 |
| 20 |  $WT | WisdomTree, Inc. | $1.7M | 0.8% | +2% | 62.9 |
| 21 | — | iShares MSCI EAFE Value ETF | $1.6M | 0.8% | +1% | — |
| 22 | — | iShares Core S&P Mid-Cap ETF | $1.6M | 0.7% | -1% | — |
| 23 |  $GS | GOLDMAN SACHS GROUP INC | $1.5M | 0.7% | +23% | — |
| 24 |  $GLD | SPDR GOLD TRUST | $1.3M | 0.6% | +0% | — |
| 25 |  $ABBV | AbbVie Inc. | $1.3M | 0.6% | -9% | 59.3 |
| 26 |  $JPM | JPMORGAN CHASE & CO | $1.2M | 0.6% | -2% | 35.6 |
| 27 | — | State Street SPDR Portfolio S&P 500 Value ETF | $1.2M | 0.6% | +0% | — |
| 28 | — | First Trust Value Line Dividend Index Fund | $1.2M | 0.5% | -0% | — |
| 29 |  $PG | PROCTER & GAMBLE Co | $1.1M | 0.5% | +0% | 72.9 |
| 30 | — | Vanguard ESG U.S. Stock ETF | $1.1M | 0.5% | NEW | — |
| 31 | — | State Street SPDR Portfolio S&P 500 Growth ETF | $1.0M | 0.5% | +1% | — |
| 32 | — | iShares High-Yield Muni Active ETF | $976,160 | 0.5% | +57% | — |
| 33 |  $MSFT | MICROSOFT CORP | $918,894 | 0.4% | -15% | 83.7 |
| 34 | — | iShares MSCI EAFE Growth ETF | $826,237 | 0.4% | +0% | — |
| 35 | — | Goldman Sachs Municipal Income ETF | $809,744 | 0.4% | +704% | — |
| 36 |  $FDX | FEDEX CORP | $774,403 | 0.4% | +0% | 60.3 |
| 37 |  $AVGO | Broadcom Inc. | $693,893 | 0.3% | +0% | 86.4 |
| 38 | — | iShares Core S&P Small-Cap ETF | $679,922 | 0.3% | -1% | — |
| 39 | — | iShares Core S&P 500 ETF | $678,999 | 0.3% | -2% | — |
| 40 |  $ABT | ABBOTT LABORATORIES | $655,355 | 0.3% | +0% | 67 |
| 41 | — | iShares Russell 1000 Value ETF | $648,073 | 0.3% | +2% | — |
| 42 | — | Vanguard Total Stock Market Index Fund ETF Shares | $611,808 | 0.3% | +0% | — |
| 43 |  $GOOG | Alphabet Inc. | $604,754 | 0.3% | +0% | 80.2 |
| 44 |  $LLY | ELI LILLY & Co | $599,388 | 0.3% | -13% | 89.3 |
| 45 |  $LMT | LOCKHEED MARTIN CORP | $580,981 | 0.3% | +0% | 65 |
| 46 |  $MCD | MCDONALDS CORP | $552,662 | 0.3% | +0% | 73.9 |
| 47 |  $VRT | Vertiv Holdings Co | $524,331 | 0.2% | NEW | 82.7 |
| 48 | — | JPMorgan Municipal ETF | $515,401 | 0.2% | +6% | — |
| 49 |  $AMZN | AMAZON COM INC | $493,392 | 0.2% | +5% | 74.6 |
| 50 | — | NYLI FTSE International Equity Currency Neutral ETF | $430,967 | 0.2% | -0% | — |
| 51 | — | Schwab U.S. Dividend Equity ETF | $394,726 | 0.2% | +0% | — |
| 52 | — | JPMorgan BetaBuilders U.S. Equity ETF | $363,024 | 0.2% | -26% | — |
| 53 |  $TSLA | Tesla, Inc. | $357,995 | 0.2% | +0% | 50.1 |
| 54 |  $CVX | CHEVRON CORP | $348,447 | 0.2% | +1% | 54.7 |
| 55 |  $HON | HONEYWELL INTERNATIONAL INC | $342,089 | 0.2% | +0% | 65.7 |
| 56 | — | State Street Energy Select Sector SPDR ETF | $337,734 | 0.2% | -6% | — |
| 57 |  $IOT | Samsara Inc. | $325,234 | 0.1% | NEW | 61.3 |
| 58 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $318,711 | 0.1% | +1% | 75.4 |
| 59 |  $PEP | PEPSICO INC | $317,541 | 0.1% | +2% | 62.7 |
| 60 |  $CAT | CATERPILLAR INC | $306,418 | 0.1% | +0% | 67.8 |
| 61 | — | Vanguard Dividend Appreciation Index Fund ETF Shares | $292,511 | 0.1% | +0% | — |
| 62 |  $WMT | Walmart Inc. | $277,958 | 0.1% | +59% | 63.2 |
| 63 | — | Fidelity MSCI Information Technology Index ETF | $270,062 | 0.1% | +0% | — |
| 64 |  $PLTR | Palantir Technologies Inc. | $263,158 | 0.1% | NEW | 85.8 |
| 65 |  $AZO | AUTOZONE INC | $256,711 | 0.1% | +7500% | 66.5 |
| 66 |  $MA | Mastercard Inc | $242,456 | 0.1% | +0% | 81.7 |
| 67 |  $BAH | Booz Allen Hamilton Holding Corp | $238,964 | 0.1% | +0% | 65.5 |
| 68 | — | Franklin Short-Term Municipal Income ETF | $236,169 | 0.1% | +1% | — |
| 69 |  $DUK | Duke Energy CORP | $235,351 | 0.1% | +48% | 64 |
| 70 |  $OKLO | Oklo Inc. | $224,097 | 0.1% | NEW | — |
| 71 |  $UBER | Uber Technologies, Inc | $218,236 | 0.1% | +9% | 79.3 |
| 72 |  $SPGI | S&P Global Inc. | $217,401 | 0.1% | +0% | 79.4 |
| 73 | — | iShares ESG Screened S&P Mid-Cap ETF | $213,933 | 0.1% | NEW | — |
| 74 | — | iShares Esg Aware MSCI USA ETF | $197,850 | 0.1% | +0% | — |
| 75 |  $MRK | Merck & Co., Inc. | $192,859 | 0.1% | +1% | 70.9 |
| 76 |  $IVZ | Invesco Ltd. | $192,332 | 0.1% | -41% | — |
| 77 | — | Vanguard Mid-Cap Index Fund ETF Shares | $190,113 | 0.1% | +12% | — |
| 78 |  $BAC | BANK OF AMERICA CORP /DE/ | $174,105 | 0.1% | +3% | 68.4 |
| 79 | — | iShares U.S. Technology ETF | $164,004 | 0.1% | +0% | — |
| 80 |  $USB | US BANCORP DE | $162,056 | 0.1% | +1% | 71.4 |
| 81 |  $CSCO | CISCO SYSTEMS, INC. | $161,369 | 0.1% | +0% | 72.3 |
| 82 | — | SPDR S&P Software & Services ETF | $158,511 | 0.1% | NEW | — |
| 83 |  $WM | WASTE MANAGEMENT INC | $155,523 | 0.1% | NEW | 70.7 |
| 84 | — | Goldman Sachs S&P 500 Premium Income ETF | $154,580 | 0.1% | +1% | — |
| 85 |  $HD | HOME DEPOT, INC. | $154,516 | 0.1% | -9% | 69.2 |
| 86 | — | State Street SPDR Portfolio S&P 600 Small-Cap ETF | $153,402 | 0.1% | -6% | — |
| 87 |  $MS | MORGAN STANLEY | $146,558 | 0.1% | +1% | — |
| 88 |  $TJX | TJX COMPANIES INC /DE/ | $146,425 | 0.1% | +290% | 70.7 |
| 89 |  $QCOM | QUALCOMM INC/DE | $141,843 | 0.1% | +0% | 81.9 |
| 90 | — | JPMorgan Ultra-Short Municipal Income ETF | $131,757 | 0.1% | +1% | — |
| 91 | — | PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund | $130,569 | 0.1% | +1% | — |
| 92 | — | PIMCO Multisector Bond Active Exchange-Traded Fund | $126,628 | 0.1% | +140% | — |
| 93 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $123,094 | 0.1% | -40% | 75.1 |
| 94 |  $MCK | MCKESSON CORP | $122,881 | 0.1% | +330% | 63.7 |
| 95 |  $SPY | SPDR S&P 500 ETF TRUST | $122,017 | 0.1% | +1% | — |
| 96 |  $D | DOMINION ENERGY, INC | $113,367 | 0.1% | +1% | 74.9 |
| 97 |  $ORCL | ORACLE CORP | $112,476 | 0.1% | +0% | 67.2 |
| 98 | — | FT CBOE Vest U.S. Equity Deep Buffer ETF Feb | $112,267 | 0.1% | +0% | — |
| 99 | — | State Street SPDR Portfolio S&P 400 Mid-Cap ETF | $112,067 | 0.1% | -9% | — |
| 100 |  $GE | GENERAL ELECTRIC CO | $107,841 | 0.1% | +0% | 74.8 |
| 101 | — | State Street Global Allocation ETF | $103,772 | 0.1% | -0% | — |
| 102 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $101,045 | 0.1% | +65% | — |
| 103 | — | Vanguard S&P 500 ETF | $98,027 | 0.1% | +0% | — |
| 104 | — | State Street SPDR Dow Jones Industrial Average ETF Trust | $95,242 | 0.0% | +0% | — |
| 105 |  $BRK.B | BERKSHIRE HATHAWAY INC | $94,882 | 0.0% | +0% | 64.5 |
| 106 | — | State Street Financial Select Sector SPDR ETF | $93,241 | 0.0% | -14% | — |
| 107 | — | iShares Esg Usd Corporate Bond ETF | $92,873 | 0.0% | +1% | — |
| 108 |  $COR | Cencora, Inc. | $91,563 | 0.0% | NEW | 59.6 |
| 109 |  $RJF | RAYMOND JAMES FINANCIAL INC | $89,978 | 0.0% | +0% | 63.8 |
| 110 | — | JPMorgan Sustainable Municipal Income ETF | $89,457 | 0.0% | +22% | — |
| 111 | — | JPMorgan Nasdaq Equity Premium Income ETF | $87,365 | 0.0% | +3% | — |
| 112 |  $GEV | GE Vernova Inc. | $81,411 | 0.0% | +0% | 70.1 |
| 113 |  $COF | CAPITAL ONE FINANCIAL CORP | $78,982 | 0.0% | +0% | 71 |
| 114 | — | FlexShares International Quality Dividend Index Fund | $75,565 | 0.0% | +0% | — |
| 115 | — | iShares Short Duration High-Yield Muni Active ETF | $75,308 | 0.0% | +0% | — |
| 116 | — | Vanguard Mega Capital Index Fund ETF Shares | $75,236 | 0.0% | +0% | — |
| 117 |  $DE | DEERE & CO | $74,051 | 0.0% | +0% | 57.4 |
| 118 |  $DTB | DTE ENERGY CO | $73,110 | 0.0% | +0% | — |
| 119 |  $SCHW | SCHWAB CHARLES CORP | $70,183 | 0.0% | +0% | 77.2 |
| 120 | — | Vanguard Growth Index Fund ETF Shares | $67,190 | 0.0% | +0% | — |
| 121 |  $FRME | FIRST MERCHANTS CORP | $66,730 | 0.0% | +1% | — |
| 122 |  $RPM | RPM INTERNATIONAL INC/DE/ | $65,166 | 0.0% | +1% | 57.3 |
| 123 |  $AFL | AFLAC INC | $64,710 | 0.0% | -32% | 60.3 |
| 124 | — | iShares Core U.S. Growth ETF | $64,389 | 0.0% | +0% | — |
| 125 |  $ETN | Eaton Corp plc | $62,203 | 0.0% | +9% | — |
| 126 |  $MPC | Marathon Petroleum Corp | $58,302 | 0.0% | +0% | 50.7 |
| 127 | — | JPMorgan Core Plus Bond ETF | $57,579 | 0.0% | +0% | — |
| 128 | — | First Trust Capital Strength ETF | $56,120 | 0.0% | +0% | — |
| 129 | — | iShares Core 60/40 Balanced Allocation ETF | $55,645 | 0.0% | +110% | — |
| 130 | — | Vanguard Russell 1000 Growth Index Fund ETF Shares | $55,158 | 0.0% | -7% | — |
| 131 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $54,779 | 0.0% | +0% | — |
| 132 | — | Vanguard Information Technology Index Fund ETF Shares | $54,422 | 0.0% | +0% | — |
| 133 | — | Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares | $52,090 | 0.0% | +0% | — |
| 134 |  $LEU | CENTRUS ENERGY CORP | $52,077 | 0.0% | +0% | 65.1 |
| 135 | $IVZ | Invesco Ltd. | $49,982 | 0.0% | NEW | — |
| 136 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $49,649 | 0.0% | +0% | — |
| 137 |  $LOW | LOWES COMPANIES INC | $49,526 | 0.0% | +35% | 63.5 |
| 138 | $IVZ | Invesco Ltd. | $48,791 | 0.0% | +23% | — |
| 139 | — | Vanguard FTSE Developed Markets ETF | $47,843 | 0.0% | +63% | — |
| 140 | — | iShares S&P Small-Cap 600 Growth ETF | $45,419 | 0.0% | +0% | — |
| 141 | — | State Street Technology Select Sector SPDR ETF | $43,887 | 0.0% | -38% | — |
| 142 | — | JPMorgan Income ETF | $43,780 | 0.0% | +1% | — |
| 143 | — | iShares Morningstar Mid-Cap Value ETF | $42,895 | 0.0% | +0% | — |
| 144 |  $XOM | EXXON MOBIL CORP | $42,844 | 0.0% | +17% | 61.8 |
| 145 | — | iShares Morningstar Mid-Cap Growth ETF | $42,237 | 0.0% | +0% | — |
| 146 | — | Amplify Etho Climate Leadership U.S. ETF | $41,370 | 0.0% | +0% | — |
| 147 | — | iShares MSCI USA Quality Factor ETF | $40,515 | 0.0% | +0% | — |
| 148 |  $META | Meta Platforms, Inc. | $39,477 | 0.0% | +0% | 80.9 |
| 149 |  $LEN | LENNAR CORP /NEW/ | $39,078 | 0.0% | +0% | 49.2 |
| 150 |  $MDLZ | Mondelez International, Inc. | $38,224 | 0.0% | +1% | 53.9 |
| 151 | $GS | GOLDMAN SACHS GROUP INC | $37,670 | 0.0% | NEW | — |
| 152 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $36,721 | 0.0% | +0% | 66.5 |
| 153 | $IVZ | Invesco Ltd. | $36,623 | 0.0% | +0% | — |
| 154 | — | iShares Russell 2000 ETF | $36,591 | 0.0% | +2% | — |
| 155 | — | Innovator Defined Wealth Shield ETF | $33,934 | 0.0% | +0% | — |
| 156 |  $LRCX | LAM RESEARCH CORP | $32,340 | 0.0% | +0% | 82.4 |
| 157 | — | iShares U.S. Insurance ETF | $31,581 | 0.0% | -100% | — |
| 158 | — | Vanguard Small-Cap Index Fund ETF Shares | $30,731 | 0.0% | -4% | — |
| 159 | — | Vanguard FTSE All-World Ex-U.S. Index Fund ETF Shares | $30,551 | 0.0% | +0% | — |
| 160 | $WT | WisdomTree, Inc. | $30,278 | 0.0% | +0% | 62.9 |
| 161 |  $DEO | DIAGEO PLC | $29,107 | 0.0% | +0% | — |
| 162 |  $SOLS | Solstice Advanced Materials Inc. | $28,502 | 0.0% | +0% | — |
| 163 | — | State Street SPDR Portfolio Developed World Ex-U.S. ETF | $28,346 | 0.0% | +0% | — |
| 164 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $28,290 | 0.0% | +1% | — |
| 165 |  $GLW | CORNING INC /NY | $27,741 | 0.0% | +0% | 72.7 |
| 166 |  $AAAU | Goldman Sachs Physical Gold ETF | $26,883 | 0.0% | +0% | — |
| 167 | — | JPMorgan Equity Premium Income ETF | $26,769 | 0.0% | +2% | — |
| 168 | — | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $25,685 | 0.0% | +0% | — |
| 169 |  $JNJ | JOHNSON & JOHNSON | $24,444 | 0.0% | +0% | 72.8 |
| 170 |  $PFE | PFIZER INC | $24,440 | 0.0% | +0% | 69 |
| 171 |  $T | AT&T INC. | $24,330 | 0.0% | -8% | 71.9 |
| 172 |  $WS | Worthington Steel, Inc. | $21,215 | 0.0% | +0% | 55.7 |
| 173 | — | Innovator Equity Defined Protection ETF - 1-Year January | $21,099 | 0.0% | +0% | — |
| 174 |  $DELL | Dell Technologies Inc. | $20,885 | 0.0% | +0% | 76 |
| 175 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $20,209 | 0.0% | +0% | 69.4 |
| 176 | — | iShares U.S. Healthcare ETF | $19,772 | 0.0% | +0% | — |
| 177 |  $KKR | KKR & Co. Inc. | $19,056 | 0.0% | +0% | 49.8 |
| 178 | — | Schwab U.S. Large-Cap Growth ETF | $18,762 | 0.0% | +0% | — |
| 179 |  $WFC | WELLS FARGO & COMPANY/MN | $18,586 | 0.0% | +0% | — |
| 180 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $18,464 | 0.0% | +1% | 70.9 |
| 181 |  $WOR | WORTHINGTON ENTERPRISES, INC. | $18,392 | 0.0% | +0% | 54.6 |
| 182 |  $TXN | TEXAS INSTRUMENTS INC | $18,077 | 0.0% | +0% | 70.4 |
| 183 | — | Innovator S&P 500 Power Buffer ETF Mar | $17,179 | 0.0% | +0% | — |
| 184 |  $VZ | VERIZON COMMUNICATIONS INC | $16,987 | 0.0% | -29% | 71.6 |
| 185 |  $NI | NISOURCE INC. | $16,462 | 0.0% | +1% | 61.7 |
| 186 |  $BMY | BRISTOL MYERS SQUIBB CO | $16,315 | 0.0% | +0% | 70.1 |
| 187 |  $RTX | RTX Corp | $16,023 | 0.0% | +0% | 70 |
| 188 | — | T. Rowe Price Dividend Growth ETF | $15,785 | 0.0% | +0% | — |
| 189 | — | State Street Communication Services Select Sector SPDR ETF | $15,346 | 0.0% | +0% | — |
| 190 | $WFC | WELLS FARGO & COMPANY/MN | $13,860 | 0.0% | +0% | — |
| 191 |  $DAL | DELTA AIR LINES, INC. | $13,505 | 0.0% | +0% | 64.4 |
| 192 |  $CL | COLGATE PALMOLIVE CO | $13,226 | 0.0% | -1% | 72.4 |
| 193 |  $INTC | INTEL CORP | $13,124 | 0.0% | +0% | 41.5 |
| 194 | — | Goldman Sachs Dynamic California Municipal Income ETF | $13,095 | 0.0% | NEW | — |
| 195 | — | JPMorgan Betabuilders U.S. Mid-Cap Equity ETF | $12,714 | 0.0% | +22% | — |
| 196 |  $KMB | KIMBERLY CLARK CORP | $12,445 | 0.0% | +2% | 61.7 |
| 197 | — | Avantis Emerging Markets Equity ETF | $12,092 | 0.0% | +0% | — |
| 198 |  $BX | Blackstone Inc. | $11,989 | 0.0% | +1% | 68 |
| 199 | — | iShares MSCI EAFE ETF | $11,659 | 0.0% | +0% | — |
| 200 |  $APO | Apollo Global Management, Inc. | $11,356 | 0.0% | +1% | 55.7 |
| 201 | — | iShares S&P 500 Growth ETF | $10,745 | 0.0% | +0% | — |
| 202 | — | VanEck Vectors Semiconductor ETF | $10,352 | 0.0% | +0% | — |
| 203 | — | iShares Core S&P Total U.S. Stock Market ETF | $10,110 | 0.0% | -28% | — |
| 204 |  $ECVT | Ecovyst Inc. | $9,825 | 0.0% | +0% | 36.6 |
| 205 | — | Vanguard FTSE Emerging Markets Index Fund ETF Shares | $9,351 | 0.0% | NEW | — |
| 206 |  $SAIC | Science Applications International Corp | $9,214 | 0.0% | +0% | 55.3 |
| 207 |  $FE | FIRSTENERGY CORP | $8,611 | 0.0% | +0% | 61.6 |
| 208 | — | iShares Select Dividend ETF | $7,508 | 0.0% | +2% | — |
| 209 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $7,367 | 0.0% | +0% | 66.7 |
| 210 | — | iShares MSCI Global Min Vol Factor ETF | $7,061 | 0.0% | +0% | — |
| 211 |  $CTVA | Corteva, Inc. | $6,926 | 0.0% | +0% | 48.4 |
| 212 |  $MRP | Millrose Properties, Inc. | $6,412 | 0.0% | +0% | 77.2 |
| 213 | — | JPMorgan BetaBuilders International Equity ETF | $6,232 | 0.0% | -86% | — |
| 214 | — | iShares Russell Mid-Cap Value ETF | $5,684 | 0.0% | +30% | — |
| 215 | — | iShares Russell Mid-Cap Growth ETF | $5,509 | 0.0% | +48% | — |
| 216 |  $CCZ | COMCAST CORP | $5,179 | 0.0% | +1% | 70.4 |
| 217 |  $PFH | PRUDENTIAL FINANCIAL INC | $4,673 | 0.0% | +2% | 58.6 |
| 218 |  $VTRS | Viatris Inc | $4,480 | 0.0% | +0% | 47.1 |
| 219 |  $CARR | CARRIER GLOBAL Corp | $4,366 | 0.0% | +1% | 61.5 |
| 220 | — | iShares Russell 2000 Growth ETF | $3,766 | 0.0% | NEW | — |
| 221 |  $KODK | EASTMAN KODAK CO | $3,620 | 0.0% | +0% | 32 |
| 222 | — | iShares Russell 2000 Value ETF | $3,602 | 0.0% | NEW | — |
| 223 | — | iShares Core MSCI Total International Stock ETF | $3,567 | 0.0% | -35% | — |
| 224 |  $ASPN | ASPEN AEROGELS INC | $3,454 | 0.0% | +0% | 26.6 |
| 225 | $META | Meta Platforms, Inc. | $2,980 | 0.0% | NEW | 80.9 |
| 226 | — | iShares 1-5 Year Investment Grade Corporate Bond ETF | $2,943 | 0.0% | NEW | — |
| 227 |  $PCT | PureCycle Technologies, Inc. | $2,849 | 0.0% | +0% | 26.6 |
| 228 | $GS | GOLDMAN SACHS GROUP INC | $2,187 | 0.0% | +0% | — |
| 229 | — | iShares Core International Aggregate Bond ETF | $1,952 | 0.0% | NEW | — |
| 230 | — | iShares 0-5 Year High-Yield Corporate Bond ETF | $1,946 | 0.0% | NEW | — |
| 231 | — | ProShares UltraPro QQQ | $1,545 | 0.0% | NEW | — |
| 232 |  $XRP | Bitwise XRP ETF | $1,443 | 0.0% | +0% | — |
| 233 |  $LEN.B | LENNAR CORP /NEW/ | $757 | 0.0% | +0% | 49.2 |
| 234 |  $BROS | Dutch Bros Inc. | $456 | 0.0% | +0% | 65.9 |
| 235 |  $WBD | Warner Bros. Discovery, Inc. | $302 | 0.0% | -50% | 42.1 |
| 236 |  $VSNT | Versant Media Group, Inc. | $259 | 0.0% | NEW | — |
New Positions (19)
iShares Expanded Tech-Software Sector ETF$10.2M
Vanguard ESG U.S. Stock ETF$1.1M
$VRT Vertiv Holdings Co$524,331$IOT Samsara Inc.$325,234$PLTR Palantir Technologies Inc.$263,158$OKLO Oklo Inc.$224,097 iShares ESG Screened S&P Mid-Cap ETF$213,933
SPDR S&P Software & Services ETF$158,511
$WM WASTE MANAGEMENT INC$155,523$COR Cencora, Inc.$91,563 Goldman Sachs Dynamic California Municipal Income ETF$13,095
Vanguard FTSE Emerging Markets Index Fund ETF Shares$9,351
iShares Russell 2000 Growth ETF$3,766
iShares Russell 2000 Value ETF$3,602
iShares 1-5 Year Investment Grade Corporate Bond ETF$2,943
Exited Positions (10)
JPMorgan BetaBuilders U.S. Aggregate Bond ETF
$ARM ARM HOLDINGS PLC /UK State Street Consumer Discretionary Select Sector SPDR ETF
Vanguard Russell 1000 Value Index Fund ETF Shares
SPDR Portfolio Emerging Markets ETF
$DOV DOVER Corp
$TD TORONTO DOMINION BANK
$IRM IRON MOUNTAIN INC
$SOUN SOUNDHOUND AI, INC.
$FRO Frontline plcBrowse Top Institutional Investors
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