Goldstone Financial Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2040021
Institutional-grade research for retail investors
13F Reported Value
ⓘ$922.3M
incl. option notional
Equity Holdings
ⓘ$922.1M
Option Notional
ⓘ$202,241
$0 puts / $202,241 calls
Holdings
228
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Goldstone Financial Group, LLC disclosed 228 positions worth $922.3M in its Form 13F-HR for Q1 2026 — $922.1M in common stock plus $202,241 of put/call option positions (reported at underlying notional value, not premium at risk), followed by $QQQ. During the quarter the fund opened 10 new positions and exited 6. The portfolio is most concentrated in Other (83.0% of disclosed assets). All figures are sourced directly from Goldstone Financial Group, LLC’s Form 13F-HR filing with the SEC under CIK 2040021.
AI Fund Analysis
StableVANGUARD INDEX FDS
13.0% weight
Held 6 quarters
$QQQ4.3% weight
Held 6 quarters
VANGUARD INDEX FDS
4.1% weight
Held 6 quarters
J P MORGAN EXCHANGE TRADED
3.9% weight
Held 6 quarters
FIRST TR EXCHNG TRADED FD
3.8% weight
Held 6 quarters
VANGUARD INDEX FDS
5 quarters accumulating
$QQQ5 quarters accumulating
VANGUARD INDEX FDS
5 quarters accumulating
J P MORGAN EXCHANGE TRADED
5 quarters accumulating
ISHARES TR
5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$QQQCALL$117K notional
$TSLACALL$53K notional
$SPYCALL$33K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$120.2M201,197 sh- —
Quality
$39.7M68,728 sh VANGUARD INDEX FDS
—Quality
$37.8M192,544 shJ P MORGAN EXCHANGE TRADED F
—Quality
$35.6M580,418 shFIRST TR EXCHNG TRADED FD VI
—Quality
$34.8M1,029,244 shJ P MORGAN EXCHANGE TRADED F
—Quality
$25.8M538,595 shISHARES TR
—Quality
$21.0M135,505 shVANGUARD INDEX FDS
—Quality
$18.7M58,208 shVANGUARD INDEX FDS
—Quality
$18.4M64,025 shFIDELITY COVINGTON TRUST
—Quality
$16.0M357,873 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $120.2M | 201,197 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $39.7M | 68,728 |
| VANGUARD INDEX FDS | — | $37.8M | 192,544 |
| J P MORGAN EXCHANGE TRADED F | — | $35.6M | 580,418 |
| FIRST TR EXCHNG TRADED FD VI | — | $34.8M | 1,029,244 |
| J P MORGAN EXCHANGE TRADED F | — | $25.8M | 538,595 |
| ISHARES TR | — | $21.0M | 135,505 |
| VANGUARD INDEX FDS | — | $18.7M | 58,208 |
| VANGUARD INDEX FDS | — | $18.4M | 64,025 |
| FIDELITY COVINGTON TRUST | — | $16.0M | 357,873 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Goldstone Financial Group, LLC's 228 positions.
Showing top 10 of 228 holdings.
Sector Allocation
Other
$765.5M
Technology
$53.2M
Financials
$47.6M
Industrials
$22.0M
Consumer Discretionary
$10.7M
Healthcare
$7.4M
Consumer Staples
$4.5M
Communication Services
$4.4M
Full Holdings — Goldstone Financial Group, LLC (Q1 2026)
All 228 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 INDEX FDS | $120.2M | 13.0% | +25% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $39.7M | 4.3% | +6% | — |
| 3 | — | VANGUARD INDEX FDS | $37.8M | 4.1% | +7% | — |
| 4 | — | J P MORGAN EXCHANGE TRADED F | $35.6M | 3.9% | +10% | — |
| 5 | — | FIRST TR EXCHNG TRADED FD VI | $34.8M | 3.8% | -4% | — |
| 6 | — | J P MORGAN EXCHANGE TRADED F | $25.8M | 2.8% | -0% | — |
| 7 | — | ISHARES TR | $21.0M | 2.3% | +19% | — |
| 8 | — | VANGUARD INDEX FDS | $18.7M | 2.0% | -2% | — |
| 9 | — | VANGUARD INDEX FDS | $18.4M | 2.0% | +15% | — |
| 10 | — | FIDELITY COVINGTON TRUST | $16.0M | 1.7% | +7% | — |
| 11 | — | VANGUARD TAX-MANAGED FDS | $16.0M | 1.7% | +10% | — |
| 12 | — | BLACKROCK ETF TRUST II | $15.8M | 1.7% | +15% | — |
| 13 |  $AAPL | Apple Inc. | $15.4M | 1.7% | +26% | 76.1 |
| 14 | — | FIDELITY MERRIMACK STR TR | $14.9M | 1.6% | +18% | — |
| 15 | — | SCHWAB STRATEGIC TR | $14.4M | 1.6% | -12% | — |
| 16 | — | ISHARES TR | $14.2M | 1.5% | -32% | — |
| 17 | — | FIRST TR EXCHANGE-TRADED FD | $13.9M | 1.5% | -10% | — |
| 18 | — | VANECK ETF TRUST | $12.6M | 1.4% | -3% | — |
| 19 | — | VANGUARD WHITEHALL FDS | $12.5M | 1.4% | -12% | — |
| 20 | — | SPDR SERIES TRUST | $12.3M | 1.3% | -13% | — |
| 21 | — | SSGA ACTIVE ETF TR | $11.1M | 1.2% | -2% | — |
| 22 | — | J P MORGAN EXCHANGE TRADED F | $10.3M | 1.1% | -2% | — |
| 23 | — | J P MORGAN EXCHANGE TRADED F | $9.8M | 1.1% | -12% | — |
| 24 | — | VANGUARD WHITEHALL FDS | $9.8M | 1.1% | -3% | — |
| 25 | — | VANGUARD WORLD FD | $9.6M | 1.0% | -5% | — |
| 26 | — | FIDELITY COVINGTON TRUST | $9.2M | 1.0% | -15% | — |
| 27 | — | VANGUARD SCOTTSDALE FDS | $8.8M | 0.9% | -2% | — |
| 28 | — | SPDR SERIES TRUST | $8.6M | 0.9% | -40% | — |
| 29 |  $WT | WisdomTree, Inc. | $8.5M | 0.9% | -21% | 62.9 |
| 30 |  $DOV | DOVER Corp | $8.3M | 0.9% | -53% | 63.1 |
| 31 | — | ISHARES TR | $8.3M | 0.9% | -1% | — |
| 32 | — | ISHARES TR | $8.1M | 0.9% | +307% | — |
| 33 | — | SPDR INDEX SHS FDS | $8.1M | 0.9% | NEW | — |
| 34 | — | ISHARES TR | $8.1M | 0.9% | +75% | — |
| 35 | — | INVESTMENT MANAGERS SER TR I | $8.1M | 0.9% | NEW | — |
| 36 |  $NVDA | NVIDIA CORP | $7.9M | 0.9% | +0% | 90.2 |
| 37 | — | VANGUARD INTL EQUITY INDEX F | $7.8M | 0.8% | -19% | — |
| 38 | — | SPDR SERIES TRUST | $7.5M | 0.8% | -36% | — |
| 39 | — | SCHWAB STRATEGIC TR | $7.4M | 0.8% | -6% | — |
| 40 | — | PROSHARES TR | $7.1M | 0.8% | +1% | — |
| 41 | — | FIRST TR EXCHNG TRADED FD VI | $6.3M | 0.7% | -19% | — |
| 42 |  $AVGO | Broadcom Inc. | $5.8M | 0.6% | +220% | 86.4 |
| 43 |  $JPM | JPMORGAN CHASE & CO | $5.8M | 0.6% | -3% | 35.6 |
| 44 | — | ISHARES TR | $5.7M | 0.6% | -38% | — |
| 45 |  $SPY | SPDR S&P 500 ETF TRUST | $5.5M | 0.6% | -5% | — |
| 46 | — | VICTORY PORTFOLIOS II | $4.9M | 0.5% | -27% | — |
| 47 |  $STT | STATE STREET CORP | $4.6M | 0.5% | -41% | 61.5 |
| 48 |  $GOOG | Alphabet Inc. | $4.4M | 0.5% | -3% | 80.2 |
| 49 | — | FIRST TR EXCHANGE TRADED FD | $4.4M | 0.5% | -9% | — |
| 50 | — | VANGUARD INDEX FDS | $4.2M | 0.5% | -71% | — |
| 51 | — | ISHARES TR | $4.2M | 0.5% | -4% | — |
| 52 |  $AMZN | AMAZON COM INC | $4.2M | 0.5% | -2% | 74.6 |
| 53 |  $MSFT | MICROSOFT CORP | $4.1M | 0.5% | -4% | 83.7 |
| 54 | — | ISHARES TR | $3.5M | 0.4% | -42% | — |
| 55 | — | ISHARES U S ETF TR | $3.2M | 0.3% | NEW | — |
| 56 | — | PACER FDS TR | $3.2M | 0.3% | +225% | — |
| 57 | — | VANECK ETF TRUST | $3.2M | 0.3% | +34% | — |
| 58 |  $IVZ | Invesco Ltd. | $3.1M | 0.3% | -1% | — |
| 59 | — | ISHARES TR | $3.1M | 0.3% | -3% | — |
| 60 |  $TSLA | Tesla, Inc. | $3.0M | 0.3% | +1% | 50.1 |
| 61 |  $CAT | CATERPILLAR INC | $2.9M | 0.3% | -8% | 67.8 |
| 62 | — | J P MORGAN EXCHANGE TRADED F | $2.8M | 0.3% | -2% | — |
| 63 | $WT | WisdomTree, Inc. | $2.7M | 0.3% | -32% | 62.9 |
| 64 | — | SPDR SERIES TRUST | $2.7M | 0.3% | -41% | — |
| 65 | — | ISHARES TR | $2.7M | 0.3% | -3% | — |
| 66 | — | VANGUARD WORLD FD | $2.7M | 0.3% | -5% | — |
| 67 | — | FIRST TR EXCHANGE TRADED FD | $2.6M | 0.3% | -5% | — |
| 68 | — | SPDR SERIES TRUST | $2.6M | 0.3% | +105% | — |
| 69 | — | ISHARES TR | $2.6M | 0.3% | -57% | — |
| 70 | — | ANGEL OAK FUNDS TRUST | $2.6M | 0.3% | NEW | — |
| 71 | — | J P MORGAN EXCHANGE TRADED F | $2.5M | 0.3% | -1% | — |
| 72 | — | SCHWAB STRATEGIC TR | $2.5M | 0.3% | -4% | — |
| 73 |  $META | Meta Platforms, Inc. | $2.4M | 0.3% | -1% | 80.9 |
| 74 | — | FIRST TR EXCHANGE-TRADED FD | $2.2M | 0.2% | -35% | — |
| 75 |  $ABBV | AbbVie Inc. | $2.1M | 0.2% | +8% | 59.3 |
| 76 |  $MA | Mastercard Inc | $2.1M | 0.2% | -5% | 81.7 |
| 77 | — | ISHARES TR | $2.0M | 0.2% | -29% | — |
| 78 | $IVZ | Invesco Ltd. | $2.0M | 0.2% | -4% | — |
| 79 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.9M | 0.2% | -11% | 68.4 |
| 80 | — | NUSHARES ETF TR | $1.9M | 0.2% | -4% | — |
| 81 | — | ISHARES TR | $1.8M | 0.2% | -1% | — |
| 82 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.8M | 0.2% | -2% | 64.5 |
| 83 |  $MU | MICRON TECHNOLOGY INC | $1.8M | 0.2% | -20% | 88.4 |
| 84 | — | AMERICAN CENTY ETF TR | $1.8M | 0.2% | -40% | — |
| 85 | — | ISHARES TR | $1.8M | 0.2% | -4% | — |
| 86 | $WT | WisdomTree, Inc. | $1.7M | 0.2% | -48% | 62.9 |
| 87 |  $AMAT | APPLIED MATERIALS INC /DE | $1.6M | 0.2% | -4% | 74.8 |
| 88 | — | CAPITAL GROUP DIVIDEND VALUE | $1.6M | 0.2% | -4% | — |
| 89 |  $NFLX | NETFLIX INC | $1.5M | 0.2% | +4% | 86.7 |
| 90 |  $GOOGL | Alphabet Inc. | $1.5M | 0.2% | -7% | 80.2 |
| 91 | — | ISHARES TR | $1.5M | 0.2% | -48% | — |
| 92 |  $T | AT&T INC. | $1.5M | 0.2% | +0% | 71.9 |
| 93 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.5M | 0.2% | +5% | 67 |
| 94 | — | ISHARES TR | $1.5M | 0.2% | -15% | — |
| 95 | — | ISHARES TR | $1.4M | 0.2% | -5% | — |
| 96 | $IVZ | Invesco Ltd. | $1.4M | 0.1% | -5% | — |
| 97 | — | FIRST TR EXCHANGE-TRADED FD | $1.4M | 0.1% | -3% | — |
| 98 |  $MCD | MCDONALDS CORP | $1.4M | 0.1% | -5% | 73.9 |
| 99 |  $HD | HOME DEPOT, INC. | $1.3M | 0.1% | -11% | 69.2 |
| 100 | — | SCHWAB STRATEGIC TR | $1.3M | 0.1% | -34% | — |
| 101 | — | VANGUARD WORLD FD | $1.3M | 0.1% | -44% | — |
| 102 | — | NEOS ETF TRUST | $1.3M | 0.1% | -4% | — |
| 103 | — | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.1% | -8% | — |
| 104 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.1% | -16% | 72.9 |
| 105 |  $PEP | PEPSICO INC | $1.2M | 0.1% | -10% | 62.7 |
| 106 | — | ISHARES TR | $1.2M | 0.1% | -1% | — |
| 107 |  $CME | CME GROUP INC. | $1.2M | 0.1% | -2% | 74.5 |
| 108 | — | SCHWAB STRATEGIC TR | $1.2M | 0.1% | -57% | — |
| 109 |  $LMT | LOCKHEED MARTIN CORP | $1.2M | 0.1% | -0% | 65 |
| 110 | — | VANGUARD INTL EQUITY INDEX F | $1.2M | 0.1% | -83% | — |
| 111 |  $ABT | ABBOTT LABORATORIES | $1.1M | 0.1% | +13% | 67 |
| 112 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.1% | -18% | — |
| 113 |  $O | REALTY INCOME CORP | $1.1M | 0.1% | -10% | 74.6 |
| 114 | — | INVESCO EXCH TRADED FD TR II | $1.1M | 0.1% | +8% | — |
| 115 |  $MS | MORGAN STANLEY | $1.1M | 0.1% | -24% | — |
| 116 | — | GOLDMAN SACHS ETF TR | $1.1M | 0.1% | -10% | — |
| 117 | — | GLOBAL X FDS | $1.0M | 0.1% | -5% | — |
| 118 |  $CCI | CROWN CASTLE INC. | $977,201 | 0.1% | -7% | 52.9 |
| 119 |  $WMT | Walmart Inc. | $972,651 | 0.1% | +10% | 63.2 |
| 120 |  $BA | BOEING CO | $958,346 | 0.1% | -10% | 51.8 |
| 121 |  $CSCO | CISCO SYSTEMS, INC. | $957,917 | 0.1% | -14% | 72.3 |
| 122 |  $GD | GENERAL DYNAMICS CORP | $946,246 | 0.1% | -0% | 73 |
| 123 |  $CEG | Constellation Energy Corp | $932,175 | 0.1% | +6% | 62.5 |
| 124 |  $ORCL | ORACLE CORP | $931,878 | 0.1% | +7% | 67.2 |
| 125 |  $C | CITIGROUP INC | $893,282 | 0.1% | -19% | 54.8 |
| 126 |  $NVS | NOVARTIS AG | $891,771 | 0.1% | -15% | — |
| 127 | — | PACER FDS TR | $861,180 | 0.1% | -10% | — |
| 128 |  $VLO | VALERO ENERGY CORP/TX | $856,660 | 0.1% | +0% | 51.4 |
| 129 | $WT | WisdomTree, Inc. | $852,576 | 0.1% | -1% | 62.9 |
| 130 |  $TT | Trane Technologies plc | $849,245 | 0.1% | +1% | — |
| 131 |  $PDO | PIMCO Dynamic Income Opportunities Fund | $835,404 | 0.1% | -3% | — |
| 132 |  $UPS | UNITED PARCEL SERVICE INC | $833,030 | 0.1% | +0% | 58.2 |
| 133 | — | AMPLIFY ETF TR | $830,646 | 0.1% | -5% | — |
| 134 | — | STARBOARD INVT TR | $828,627 | 0.1% | -11% | — |
| 135 |  $PDI | PIMCO Dynamic Income Fund | $823,881 | 0.1% | -2% | — |
| 136 |  $XOM | EXXON MOBIL CORP | $811,876 | 0.1% | -39% | 61.8 |
| 137 |  $CASY | CASEYS GENERAL STORES INC | $801,374 | 0.1% | +0% | 59.9 |
| 138 |  $CRWD | CrowdStrike Holdings, Inc. | $770,701 | 0.1% | +0% | 55 |
| 139 | — | FIRST TR EXCHNG TRADED FD VI | $748,219 | 0.1% | -10% | — |
| 140 | — | DBX ETF TR | $738,112 | 0.1% | -5% | — |
| 141 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $734,862 | 0.1% | -14% | 66.7 |
| 142 |  $DIS | Walt Disney Co | $700,297 | 0.1% | -16% | 68.9 |
| 143 |  $NWG | NatWest Group plc | $696,890 | 0.1% | -19% | — |
| 144 |  $VZ | VERIZON COMMUNICATIONS INC | $694,467 | 0.1% | -21% | 71.6 |
| 145 | — | AMERICAN CENTY ETF TR | $687,503 | 0.1% | -1% | — |
| 146 |  $SPGI | S&P Global Inc. | $682,511 | 0.1% | -1% | 79.4 |
| 147 |  $SO | SOUTHERN CO | $672,278 | 0.1% | -17% | 65.1 |
| 148 |  $CL | COLGATE PALMOLIVE CO | $658,962 | 0.1% | -17% | 72.4 |
| 149 |  $UBER | Uber Technologies, Inc | $648,571 | 0.1% | -2% | 79.3 |
| 150 | — | ISHARES TR | $646,898 | 0.1% | -8% | — |
| 151 |  $SLV | iShares Silver Trust | $643,923 | 0.1% | +16% | — |
| 152 |  $EMR | EMERSON ELECTRIC CO | $642,044 | 0.1% | -19% | 65.9 |
| 153 |  $ETN | Eaton Corp plc | $641,059 | 0.1% | -18% | — |
| 154 |  $MET | METLIFE INC | $639,591 | 0.1% | -20% | 73.9 |
| 155 |  $ADP | AUTOMATIC DATA PROCESSING INC | $639,570 | 0.1% | +2% | 77.9 |
| 156 | — | SPDR SERIES TRUST | $620,285 | 0.1% | -6% | — |
| 157 |  $MO | ALTRIA GROUP, INC. | $597,353 | 0.1% | -21% | 72.1 |
| 158 |  $GLD | SPDR GOLD TRUST | $590,788 | 0.1% | +15% | — |
| 159 | — | VANECK ETF TRUST | $576,286 | 0.1% | +56% | — |
| 160 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $566,186 | 0.1% | +3% | — |
| 161 | — | VANGUARD WORLD FD | $553,245 | 0.1% | -14% | — |
| 162 |  $MRK | Merck & Co., Inc. | $536,035 | 0.1% | +0% | 70.9 |
| 163 |  $TXN | TEXAS INSTRUMENTS INC | $532,235 | 0.1% | -20% | 70.4 |
| 164 |  $ITW | ILLINOIS TOOL WORKS INC | $515,229 | 0.1% | -16% | 71.2 |
| 165 |  $V | VISA INC. | $512,830 | 0.1% | -4% | 83.5 |
| 166 |  $ICE | Intercontinental Exchange, Inc. | $503,044 | 0.1% | +1% | 73.8 |
| 167 |  $RTX | RTX Corp | $502,482 | 0.1% | -9% | 70 |
| 168 |  $PFH | PRUDENTIAL FINANCIAL INC | $501,467 | 0.1% | -18% | 58.6 |
| 169 |  $CORT | CORCEPT THERAPEUTICS INC | $488,880 | 0.1% | +9% | 55.4 |
| 170 | — | T ROWE PRICE ETF INC | $469,324 | 0.1% | -13% | — |
| 171 | — | FIRST TR EXCHANGE-TRADED FD | $461,134 | 0.1% | -4% | — |
| 172 | — | ISHARES TR | $455,026 | 0.1% | +16% | — |
| 173 | — | VANGUARD BD INDEX FDS | $451,650 | 0.1% | NEW | — |
| 174 |  $ACN | Accenture plc | $446,027 | 0.1% | -13% | — |
| 175 | — | VANGUARD INDEX FDS | $441,485 | 0.1% | +5% | — |
| 176 |  $MDT | Medtronic plc | $436,307 | 0.1% | -18% | — |
| 177 |  $EXC | EXELON CORP | $432,621 | 0.1% | +1% | 63.9 |
| 178 |  $UBSI | UNITED BANKSHARES INC/WV | $424,487 | 0.1% | -21% | — |
| 179 |  $LLY | ELI LILLY & Co | $422,991 | 0.1% | +24% | 89.3 |
| 180 | — | SELECT SECTOR SPDR TR | $415,844 | 0.1% | -7% | — |
| 181 | — | ISHARES TR | $395,299 | 0.0% | -10% | — |
| 182 |  $PII | Polaris Inc. | $387,891 | 0.0% | -17% | 34.3 |
| 183 |  $MMM | 3M CO | $384,388 | 0.0% | +0% | 60.7 |
| 184 |  $HON | HONEYWELL INTERNATIONAL INC | $382,535 | 0.0% | +1% | 65.7 |
| 185 |  $CVX | CHEVRON CORP | $377,887 | 0.0% | -66% | 54.7 |
| 186 | — | VANGUARD SPECIALIZED FUNDS | $375,523 | 0.0% | +0% | — |
| 187 |  $MSI | Motorola Solutions, Inc. | $360,862 | 0.0% | +5% | 73.8 |
| 188 | $IVZ | Invesco Ltd. | $335,576 | 0.0% | -1% | — |
| 189 |  $AMGN | AMGEN INC | $334,854 | 0.0% | +7% | 79.5 |
| 190 |  $SRAD | Sportradar Group AG | $323,484 | 0.0% | +4% | — |
| 191 |  $KMB | KIMBERLY CLARK CORP | $318,978 | 0.0% | -21% | 61.7 |
| 192 |  $CAH | CARDINAL HEALTH INC | $310,808 | 0.0% | +0% | 58.6 |
| 193 |  $AMD | ADVANCED MICRO DEVICES INC | $300,853 | 0.0% | -4% | 78.8 |
| 194 | — | JANUS DETROIT STR TR | $298,694 | 0.0% | +18% | — |
| 195 |  $HIMS | Hims & Hers Health, Inc. | $295,872 | 0.0% | +0% | 50.9 |
| 196 | — | STATE STR SPDR DOW JONES IND | $295,272 | 0.0% | +0% | — |
| 197 |  $JNJ | JOHNSON & JOHNSON | $292,744 | 0.0% | +3% | 72.8 |
| 198 | $IVZ | Invesco Ltd. | $284,423 | 0.0% | +0% | — |
| 199 | — | PROSHARES TR | $281,982 | 0.0% | -26% | — |
| 200 | — | INVESCO ACTIVELY MANAGED EXC | $280,380 | 0.0% | +7% | — |
| 201 |  $FAF | First American Financial Corp | $276,244 | 0.0% | -20% | 65 |
| 202 | — | ISHARES TR | $272,849 | 0.0% | +2% | — |
| 203 | — | FIRST TR EXCHNG TRADED FD VI | $269,779 | 0.0% | -8% | — |
| 204 | — | CAPITAL GROUP GROWTH ETF | $252,152 | 0.0% | +0% | — |
| 205 |  $ASML | ASML HOLDING NV | $251,149 | 0.0% | -5% | — |
| 206 | — | SPDR SERIES TRUST | $249,750 | 0.0% | -79% | — |
| 207 |  $TTD | Trade Desk, Inc. | $242,102 | 0.0% | +11% | 72.2 |
| 208 |  $ALL | ALLSTATE CORP | $235,772 | 0.0% | +0% | 76.6 |
| 209 |  $AXP | AMERICAN EXPRESS CO | $233,280 | 0.0% | -5% | 73.2 |
| 210 | — | ISHARES TR | $223,212 | 0.0% | -89% | — |
| 211 | — | ISHARES TR | $220,267 | 0.0% | -0% | — |
| 212 | $WT | WisdomTree, Inc. | $218,331 | 0.0% | -16% | 62.9 |
| 213 |  $PLTR | Palantir Technologies Inc. | $215,617 | 0.0% | +19% | 85.8 |
| 214 |  $LOW | LOWES COMPANIES INC | $215,218 | 0.0% | +1% | 63.5 |
| 215 | — | ISHARES TR | $213,426 | 0.0% | +0% | — |
| 216 |  $PM | Philip Morris International Inc. | $213,326 | 0.0% | NEW | 80.5 |
| 217 |  $ADSK | Autodesk, Inc. | $211,869 | 0.0% | +0% | 76.4 |
| 218 |  $KO | COCA COLA CO | $210,981 | 0.0% | NEW | 74 |
| 219 |  $GWW | W.W. GRAINGER, INC. | $209,497 | 0.0% | NEW | 69.5 |
| 220 |  $DBGI | Digital Brands Group, Inc. | $207,666 | 0.0% | +158% | — |
| 221 |  $COF | CAPITAL ONE FINANCIAL CORP | $205,980 | 0.0% | -28% | 71 |
| 222 |  $BP | BP PLC | $205,668 | 0.0% | NEW | — |
| 223 | $QQQCALL | INVESCO QQQ TRUST, SERIES 1 | $116,685 | — | +0% | — |
| 224 |  $KAZR | Skyline Builders Group Holding Ltd | $94,205 | 0.0% | NEW | — |
| 225 |  $ACHV | ACHIEVE LIFE SCIENCES, INC. | $71,039 | 0.0% | +0% | — |
| 226 |  $MPT | MEDICAL PROPERTIES TRUST INC | $53,054 | 0.0% | +2% | 42 |
| 227 | $TSLACALL | Tesla, Inc. | $52,531 | — | +0% | 50.1 |
| 228 | $SPYCALL | SPDR S&P 500 ETF TRUST | $33,025 | — | +0% | — |
New Positions (10)
SPDR INDEX SHS FDS$8.1M
INVESTMENT MANAGERS SER TR I$8.1M
ISHARES U S ETF TR$3.2M
ANGEL OAK FUNDS TRUST$2.6M
VANGUARD BD INDEX FDS$451,650
$PM Philip Morris International Inc.$213,326$KO COCA COLA CO$210,981$GWW W.W. GRAINGER, INC.$209,497$BP BP PLC$205,668$KAZR Skyline Builders Group Holding Ltd$94,205
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