Merkkuri Wealth Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2040317
Institutional-grade research for retail investors
13F Reported Value
ⓘ$151.1M
Holdings
399
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Merkkuri Wealth Advisors LLC disclosed 399 positions worth $151.1M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 184 new positions and exited 0. The portfolio is most concentrated in Other (90.8% of disclosed assets). All figures are sourced directly from Merkkuri Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2040317.
AI Fund Analysis
DiversifyingSPDR SERIES TRUST
11.2% weight
Held 6 quarters
FIDELITY MERRIMACK STR TR
5.1% weight
Held 6 quarters
SCHWAB STRATEGIC TR
4.0% weight
Held 6 quarters
ISHARES TR
3.9% weight
Held 6 quarters
ISHARES TR
3.5% weight
Held 6 quarters
SCHWAB STRATEGIC TR
5 quarters accumulating
VANGUARD WORLD FD
5 quarters accumulating
ISHARES TR
5 quarters accumulating
VANGUARD INDEX FDS
5 quarters accumulating
VANGUARD SCOTTSDALE FDS
5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryEnergyIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST
—Quality
$17.0M221,717 shFIDELITY MERRIMACK STR TR
—Quality
$7.7M169,808 shSCHWAB STRATEGIC TR
—Quality
$6.0M196,967 shISHARES TR
—Quality
$5.9M38,342 shISHARES TR
—Quality
$5.3M78,004 shISHARES TR
—Quality
$5.2M52,044 shJ P MORGAN EXCHANGE TRADED F
—Quality
$5.1M89,883 shISHARES TR
—Quality
$4.6M50,348 shFIRST TR EXCHANGE TRADED FD
—Quality
$4.1M60,186 sh- —
Quality
$3.9M6,767 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $17.0M | 221,717 |
| FIDELITY MERRIMACK STR TR | — | $7.7M | 169,808 |
| SCHWAB STRATEGIC TR | — | $6.0M | 196,967 |
| ISHARES TR | — | $5.9M | 38,342 |
| ISHARES TR | — | $5.3M | 78,004 |
| ISHARES TR | — | $5.2M | 52,044 |
| J P MORGAN EXCHANGE TRADED F | — | $5.1M | 89,883 |
| ISHARES TR | — | $4.6M | 50,348 |
| FIRST TR EXCHANGE TRADED FD | — | $4.1M | 60,186 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $3.9M | 6,767 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Merkkuri Wealth Advisors LLC's 399 positions.
Showing top 10 of 399 holdings.
Sector Allocation
Other
$137.2M
Financials
$7.3M
Technology
$2.7M
Consumer Discretionary
$1.9M
Energy
$839,208
Industrials
$454,346
Healthcare
$339,036
Communication Services
$123,228
Full Holdings — Merkkuri Wealth Advisors LLC (Q1 2026)
All 399 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 | — | SPDR SERIES TRUST | $17.0M | 11.2% | +8% | — |
| 2 | — | FIDELITY MERRIMACK STR TR | $7.7M | 5.1% | -2% | — |
| 3 | — | SCHWAB STRATEGIC TR | $6.0M | 4.0% | -0% | — |
| 4 | — | ISHARES TR | $5.9M | 3.9% | +2% | — |
| 5 | — | ISHARES TR | $5.3M | 3.5% | +0% | — |
| 6 | — | ISHARES TR | $5.2M | 3.4% | -3% | — |
| 7 | — | J P MORGAN EXCHANGE TRADED F | $5.1M | 3.4% | +1% | — |
| 8 | — | ISHARES TR | $4.6M | 3.0% | +0% | — |
| 9 | — | FIRST TR EXCHANGE TRADED FD | $4.1M | 2.7% | +1% | — |
| 10 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.9M | 2.6% | -6% | — |
| 11 | — | JANUS DETROIT STR TR | $3.9M | 2.6% | -3% | — |
| 12 | — | FIRST TR EXCHANGE TRADED FD | $3.4M | 2.3% | -1% | — |
| 13 |  $SPY | SPDR S&P 500 ETF TRUST | $3.0M | 2.0% | -5% | — |
| 14 | — | SELECT SECTOR SPDR TR | $3.0M | 2.0% | +0% | — |
| 15 | — | ISHARES TR | $2.7M | 1.8% | -5% | — |
| 16 | — | PIMCO ETF TR | $2.6M | 1.7% | -2% | — |
| 17 | — | ISHARES TR | $2.5M | 1.6% | +7% | — |
| 18 | — | BLACKROCK ETF TRUST | $2.5M | 1.6% | -17% | — |
| 19 | — | BLACKROCK ETF TRUST | $2.3M | 1.5% | +3% | — |
| 20 |  $IVZ | Invesco Ltd. | $2.3M | 1.5% | +0% | — |
| 21 | — | ISHARES TR | $2.1M | 1.4% | +2% | — |
| 22 | — | FIRST TR EXCHNG TRADED FD VI | $2.0M | 1.4% | +3% | — |
| 23 | — | ISHARES TR | $2.0M | 1.3% | -1% | — |
| 24 | — | MATTHEWS ASIA FDS | $1.9M | 1.2% | +1% | — |
| 25 | — | FIRST TR EXCH TRD ALPHDX FD | $1.8M | 1.2% | +3% | — |
| 26 |  $GLDM | World Gold Trust | $1.6M | 1.1% | -26% | — |
| 27 | — | FIRST TR EXCHANGE-TRADED FD | $1.6M | 1.1% | +4% | — |
| 28 | — | SCHWAB STRATEGIC TR | $1.6M | 1.1% | +4% | — |
| 29 | — | BLACKROCK ETF TRUST | $1.6M | 1.1% | -2% | — |
| 30 | — | ISHARES TR | $1.5M | 1.0% | +0% | — |
| 31 | — | BONDBLOXX ETF TRUST | $1.5M | 1.0% | +7% | — |
| 32 | — | ISHARES TR | $1.5M | 1.0% | -42% | — |
| 33 | — | FIRST TR EXCH TRADED FD III | $1.5M | 1.0% | -2% | — |
| 34 |  $AMZN | AMAZON COM INC | $1.3M | 0.9% | +0% | 74.6 |
| 35 | — | ISHARES TR | $1.3M | 0.8% | -41% | — |
| 36 | — | ISHARES TR | $1.2M | 0.8% | +3% | — |
| 37 | — | ISHARES TR | $1.1M | 0.8% | +2% | — |
| 38 | — | AMERICAN CENTY ETF TR | $1.1M | 0.8% | +15% | — |
| 39 | — | BLACKROCK ETF TRUST | $1.1M | 0.7% | +6% | — |
| 40 | $IVZ | Invesco Ltd. | $1.1M | 0.7% | +4% | — |
| 41 | — | ISHARES TR | $1.0M | 0.7% | -2% | — |
| 42 | — | VANGUARD WORLD FD | $998,113 | 0.7% | +0% | — |
| 43 | — | ISHARES TR | $944,175 | 0.6% | +1% | — |
| 44 | — | AMERICAN CENTY ETF TR | $885,090 | 0.6% | +0% | — |
| 45 | — | ISHARES TR | $847,004 | 0.6% | -2% | — |
| 46 | — | ISHARES TR | $842,161 | 0.6% | +0% | — |
| 47 | — | BLACKROCK ETF TRUST | $830,259 | 0.6% | -60% | — |
| 48 |  $XOM | EXXON MOBIL CORP | $824,359 | 0.6% | +0% | 61.8 |
| 49 | — | GLOBAL X FDS | $810,450 | 0.5% | +52% | — |
| 50 |  $AAPL | Apple Inc. | $700,144 | 0.5% | +0% | 76.1 |
| 51 |  $GOOGL | Alphabet Inc. | $581,547 | 0.4% | -0% | 80.2 |
| 52 | — | ISHARES TR | $565,309 | 0.4% | -0% | — |
| 53 |  $MSFT | MICROSOFT CORP | $549,129 | 0.4% | +5% | 83.7 |
| 54 | — | VANECK ETF TRUST | $544,403 | 0.4% | +0% | — |
| 55 | — | FIRST TR EXCHANGE-TRADED FD | $521,120 | 0.3% | -1% | — |
| 56 | — | ISHARES TR | $516,419 | 0.3% | +0% | — |
| 57 | — | BLACKROCK ETF TRUST II | $505,655 | 0.3% | -23% | — |
| 58 | — | VANGUARD INDEX FDS | $417,609 | 0.3% | +1% | — |
| 59 | — | VANGUARD SCOTTSDALE FDS | $408,613 | 0.3% | +1% | — |
| 60 |  $IBIT | iShares Bitcoin Trust ETF | $403,775 | 0.3% | +1% | — |
| 61 |  $GOOG | Alphabet Inc. | $401,031 | 0.3% | +0% | 80.2 |
| 62 | — | ISHARES TR | $398,869 | 0.3% | +0% | — |
| 63 | — | ISHARES TR | $392,540 | 0.3% | +14% | — |
| 64 | $IVZ | Invesco Ltd. | $392,101 | 0.3% | +1% | — |
| 65 |  $GLD | SPDR GOLD TRUST | $389,843 | 0.3% | -0% | — |
| 66 | — | VANGUARD SCOTTSDALE FDS | $323,889 | 0.2% | +0% | — |
| 67 | — | ISHARES TR | $319,523 | 0.2% | -2% | — |
| 68 | — | FIRST TR EXCHANGE-TRADED FD | $304,239 | 0.2% | +1% | — |
| 69 | — | SELECT SECTOR SPDR TR | $291,752 | 0.2% | +0% | — |
| 70 | — | FIRST TR EXCHANGE-TRADED FD | $286,771 | 0.2% | +1% | — |
| 71 |  $ARCC | ARES CAPITAL CORP | $272,408 | 0.2% | -70% | — |
| 72 |  $PDI | PIMCO Dynamic Income Fund | $271,012 | 0.2% | +0% | — |
| 73 |  $NVDA | NVIDIA CORP | $266,981 | 0.2% | +0% | 90.2 |
| 74 |  $COST | COSTCO WHOLESALE CORP /NEW | $259,528 | 0.2% | +1% | 67 |
| 75 | — | GLOBAL X FDS | $254,019 | 0.2% | +0% | — |
| 76 | — | FIRST TR EXCHANGE-TRADED FD | $247,169 | 0.2% | +2% | — |
| 77 | — | VANECK ETF TRUST | $226,969 | 0.1% | +0% | — |
| 78 | — | ISHARES TR | $217,743 | 0.1% | +0% | — |
| 79 | — | ISHARES TR | $208,628 | 0.1% | +0% | — |
| 80 | — | FIRST TR EXCHNG TRADED FD VI | $204,859 | 0.1% | +1% | — |
| 81 | $IVZ | Invesco Ltd. | $190,850 | 0.1% | NEW | — |
| 82 | — | ISHARES TR | $188,818 | 0.1% | -95% | — |
| 83 | — | TIDAL TRUST I | $187,449 | 0.1% | NEW | — |
| 84 | — | ISHARES INC | $180,043 | 0.1% | -89% | — |
| 85 | — | SCHWAB STRATEGIC TR | $179,489 | 0.1% | +0% | — |
| 86 | — | FIRST TR EXCHANGE-TRADED FD | $176,883 | 0.1% | +56% | — |
| 87 | — | FIDELITY COVINGTON TRUST | $167,576 | 0.1% | NEW | — |
| 88 | — | VANGUARD WORLD FD | $164,318 | 0.1% | -69% | — |
| 89 | — | FIDELITY COVINGTON TRUST | $159,130 | 0.1% | NEW | — |
| 90 | — | VANGUARD INDEX FDS | $152,672 | 0.1% | -49% | — |
| 91 | — | ISHARES TR | $148,755 | 0.1% | -96% | — |
| 92 | — | PROSHARES TR | $147,194 | 0.1% | NEW | — |
| 93 |  $LLY | ELI LILLY & Co | $142,758 | 0.1% | NEW | 89.3 |
| 94 | — | ISHARES TR | $139,804 | 0.1% | -93% | — |
| 95 |  $V | VISA INC. | $134,615 | 0.1% | NEW | 83.5 |
| 96 | — | LEGG MASON ETF INVT | $134,154 | 0.1% | NEW | — |
| 97 | $IVZ | Invesco Ltd. | $127,421 | 0.1% | NEW | — |
| 98 |  $META | Meta Platforms, Inc. | $118,508 | 0.1% | NEW | 80.9 |
| 99 | — | ISHARES TR | $106,467 | 0.1% | -99% | — |
| 100 | — | FIRST TR EXCHANGE TRAD FD VI | $100,580 | 0.1% | NEW | — |
| 101 | $IVZ | Invesco Ltd. | $98,626 | 0.1% | NEW | — |
| 102 | — | ISHARES TR | $94,165 | 0.1% | -97% | — |
| 103 | — | FIRST TR EXCH TRADED FD III | $91,765 | 0.1% | -93% | — |
| 104 |  $JPM | JPMORGAN CHASE & CO | $91,080 | 0.1% | NEW | 35.6 |
| 105 | — | VANGUARD SPECIALIZED FUNDS | $88,429 | 0.1% | NEW | — |
| 106 | $IVZ | Invesco Ltd. | $87,023 | 0.1% | NEW | — |
| 107 | — | FIRST TR EXCHANGE-TRADED FD | $86,510 | 0.1% | -36% | — |
| 108 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $84,801 | 0.1% | NEW | 65.9 |
| 109 | — | FIRST TR EXCHANGE-TRADED FD | $84,133 | 0.1% | -69% | — |
| 110 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $83,188 | 0.1% | NEW | — |
| 111 | — | ARK ETF TR | $75,419 | 0.1% | NEW | — |
| 112 |  $WT | WisdomTree, Inc. | $70,281 | 0.1% | NEW | 62.9 |
| 113 | — | SCHWAB STRATEGIC TR | $69,579 | 0.1% | -56% | — |
| 114 |  $DAL | DELTA AIR LINES, INC. | $68,615 | 0.1% | NEW | 64.4 |
| 115 | — | ISHARES TR | $63,978 | 0.0% | -99% | — |
| 116 |  $TSLA | Tesla, Inc. | $63,484 | 0.0% | NEW | 50.1 |
| 117 | — | FIRST TR EXCHANGE-TRADED FD | $62,300 | 0.0% | -79% | — |
| 118 | — | VANGUARD INDEX FDS | $61,757 | 0.0% | -72% | — |
| 119 | — | ISHARES TR | $61,719 | 0.0% | -97% | — |
| 120 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $60,939 | 0.0% | NEW | — |
| 121 | — | ISHARES TR | $60,264 | 0.0% | -99% | — |
| 122 | — | FIRST TR EXCHANGE-TRADED FD | $59,180 | 0.0% | -83% | — |
| 123 |  $LMT | LOCKHEED MARTIN CORP | $57,791 | 0.0% | NEW | 65 |
| 124 |  $WM | WASTE MANAGEMENT INC | $56,918 | 0.0% | NEW | 70.7 |
| 125 | — | VANGUARD SCOTTSDALE FDS | $56,058 | 0.0% | -76% | — |
| 126 |  $CAT | CATERPILLAR INC | $55,860 | 0.0% | NEW | 67.8 |
| 127 | — | ISHARES TR | $52,911 | 0.0% | -97% | — |
| 128 | — | FIRST TR EXCHANGE-TRADED FD | $52,465 | 0.0% | -80% | — |
| 129 |  $KO | COCA COLA CO | $49,655 | 0.0% | NEW | 74 |
| 130 | — | ISHARES TR | $49,241 | 0.0% | -98% | — |
| 131 |  $TGT | TARGET CORP | $47,518 | 0.0% | NEW | 53.1 |
| 132 | — | ISHARES INC | $46,774 | 0.0% | -97% | — |
| 133 |  $BRK.B | BERKSHIRE HATHAWAY INC | $46,193 | 0.0% | NEW | 64.5 |
| 134 | — | FIRST TR EXCHANGE-TRADED FD | $45,865 | 0.0% | -88% | — |
| 135 | — | SPDR SERIES TRUST | $44,148 | 0.0% | -100% | — |
| 136 |  $TMUS | T-Mobile US, Inc. | $44,106 | 0.0% | NEW | 72.7 |
| 137 | — | SCHWAB STRATEGIC TR | $43,706 | 0.0% | -78% | — |
| 138 |  $MCD | MCDONALDS CORP | $42,865 | 0.0% | NEW | 73.9 |
| 139 |  $HCA | HCA Healthcare, Inc. | $42,592 | 0.0% | NEW | 70.5 |
| 140 | — | SELECT SECTOR SPDR TR | $42,069 | 0.0% | -99% | — |
| 141 | — | ISHARES TR | $41,794 | 0.0% | -99% | — |
| 142 | — | FIRST TR EXCHNG TRADED FD VI | $41,381 | 0.0% | -98% | — |
| 143 |  $NIO | NIO Inc. | $40,729 | 0.0% | NEW | — |
| 144 |  $MA | Mastercard Inc | $40,577 | 0.0% | NEW | 81.7 |
| 145 | — | FIRST TR EXCH TRADED FD III | $39,522 | 0.0% | -98% | — |
| 146 | — | ISHARES INC | $39,168 | 0.0% | -98% | — |
| 147 | — | PACER FDS TR | $39,096 | 0.0% | NEW | — |
| 148 | — | ISHARES TR | $37,787 | 0.0% | -99% | — |
| 149 | — | ISHARES TR | $37,683 | 0.0% | -99% | — |
| 150 | — | ISHARES TR | $37,172 | 0.0% | -99% | — |
| 151 | — | ISHARES TR | $36,456 | 0.0% | -99% | — |
| 152 | — | FIRST TR EXCHNG TRADED FD VI | $35,064 | 0.0% | -99% | — |
| 153 | — | ISHARES INC | $34,985 | 0.0% | -99% | — |
| 154 |  $ABBV | AbbVie Inc. | $34,437 | 0.0% | NEW | 59.3 |
| 155 | — | ISHARES TR | $33,713 | 0.0% | -99% | — |
| 156 | — | FIRST TR EXCHANGE-TRADED FD | $33,695 | 0.0% | -97% | — |
| 157 | $IVZ | Invesco Ltd. | $33,460 | 0.0% | NEW | — |
| 158 |  $UNH | UNITEDHEALTH GROUP INC | $33,204 | 0.0% | NEW | 66.8 |
| 159 |  $NFLX | NETFLIX INC | $30,635 | 0.0% | NEW | 86.7 |
| 160 |  $DIS | Walt Disney Co | $29,430 | 0.0% | NEW | 68.9 |
| 161 |  $WMT | Walmart Inc. | $28,954 | 0.0% | NEW | 63.2 |
| 162 |  $CB | Chubb Ltd | $28,723 | 0.0% | NEW | — |
| 163 |  $UNP | UNION PACIFIC CORP | $28,652 | 0.0% | NEW | 74 |
| 164 |  $HD | HOME DEPOT, INC. | $28,440 | 0.0% | NEW | 69.2 |
| 165 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $28,004 | 0.0% | NEW | 72.9 |
| 166 | — | ISHARES TR | $27,490 | 0.0% | -99% | — |
| 167 |  $IAU | ISHARES GOLD TRUST | $26,095 | 0.0% | NEW | — |
| 168 | — | ISHARES TR | $25,840 | 0.0% | -99% | — |
| 169 | — | ISHARES TR | $25,500 | 0.0% | -99% | — |
| 170 | — | SP FUNDS TRUST | $24,924 | 0.0% | NEW | — |
| 171 |  $JNJ | JOHNSON & JOHNSON | $24,113 | 0.0% | NEW | 72.8 |
| 172 | — | GLOBAL X FDS | $23,406 | 0.0% | -94% | — |
| 173 | — | JANUS DETROIT STR TR | $23,136 | 0.0% | -99% | — |
| 174 | — | ARK ETF TR | $22,911 | 0.0% | NEW | — |
| 175 | — | SSGA ACTIVE TR | $22,910 | 0.0% | NEW | — |
| 176 | — | VANGUARD MUN BD FDS | $21,870 | 0.0% | NEW | — |
| 177 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $21,832 | 0.0% | NEW | 60.5 |
| 178 | — | SPDR INDEX SHS FDS | $21,704 | 0.0% | NEW | — |
| 179 | — | ISHARES TR | $21,619 | 0.0% | -99% | — |
| 180 |  $DGX | QUEST DIAGNOSTICS INC | $21,115 | 0.0% | NEW | 69.1 |
| 181 | — | ISHARES TR | $20,222 | 0.0% | -99% | — |
| 182 | — | PROFESIONALLY MANAGED PORTFO | $19,819 | 0.0% | NEW | — |
| 183 |  $ASML | ASML HOLDING NV | $19,812 | 0.0% | NEW | — |
| 184 | — | PROSHARES TR | $19,690 | 0.0% | NEW | — |
| 185 |  $ALB | ALBEMARLE CORP | $17,963 | 0.0% | NEW | 50.2 |
| 186 | — | ISHARES TR | $17,723 | 0.0% | -99% | — |
| 187 | — | VANGUARD INDEX FDS | $17,158 | 0.0% | -89% | — |
| 188 | — | VANGUARD INDEX FDS | $17,006 | 0.0% | -72% | — |
| 189 | — | EXCHANGE TRADED CONCEPTS TRU | $16,905 | 0.0% | NEW | — |
| 190 |  $CRWD | CrowdStrike Holdings, Inc. | $16,903 | 0.0% | NEW | 55 |
| 191 |  $MPT | MEDICAL PROPERTIES TRUST INC | $16,774 | 0.0% | NEW | 42 |
| 192 | — | ISHARES TR | $16,512 | 0.0% | -100% | — |
| 193 | — | FIRST TR EXCHNG TRADED FD VI | $16,207 | 0.0% | -99% | — |
| 194 | — | INVESCO EXCH TRADED FD TR II | $15,884 | 0.0% | -91% | — |
| 195 |  $AXP | AMERICAN EXPRESS CO | $15,712 | 0.0% | NEW | 73.2 |
| 196 | — | ISHARES TR | $15,486 | 0.0% | -100% | — |
| 197 | — | ISHARES TR | $15,320 | 0.0% | -99% | — |
| 198 | — | VANGUARD WORLD FD | $15,240 | 0.0% | -95% | — |
| 199 | — | PACER FDS TR | $15,199 | 0.0% | NEW | — |
| 200 | — | SPDR INDEX SHS FDS | $15,119 | 0.0% | NEW | — |
| 201 | — | BLACKROCK ETF TRUST II | $14,931 | 0.0% | -98% | — |
| 202 | — | J P MORGAN EXCHANGE TRADED F | $14,255 | 0.0% | -100% | — |
| 203 | — | VANGUARD BD INDEX FDS | $13,360 | 0.0% | NEW | — |
| 204 |  $VZ | VERIZON COMMUNICATIONS INC | $13,313 | 0.0% | NEW | 71.6 |
| 205 | — | FIRST TR EXCHANGE-TRADED FD | $13,043 | 0.0% | -91% | — |
| 206 | — | SPDR SERIES TRUST | $12,978 | 0.0% | -100% | — |
| 207 | — | ARK ETF TR | $12,715 | 0.0% | NEW | — |
| 208 | — | RENAISSANCE CAP GREENWICH FD | $12,667 | 0.0% | NEW | — |
| 209 | $META | Meta Platforms, Inc. | $12,046 | 0.0% | NEW | 80.9 |
| 210 | — | JANUS DETROIT STR TR | $11,955 | 0.0% | -100% | — |
| 211 | — | ISHARES TR | $11,865 | 0.0% | -100% | — |
| 212 | — | VANGUARD INTL EQUITY INDEX F | $11,311 | 0.0% | NEW | — |
| 213 |  $PCAR | PACCAR INC | $11,275 | 0.0% | NEW | 56.5 |
| 214 |  $ACN | Accenture plc | $11,233 | 0.0% | NEW | — |
| 215 | — | FIRST TR EXCHANGE-TRADED FD | $11,161 | 0.0% | -98% | — |
| 216 | — | FIRST TR EXCHANGE-TRADED FD | $11,037 | 0.0% | -91% | — |
| 217 |  $ABT | ABBOTT LABORATORIES | $11,031 | 0.0% | NEW | 67 |
| 218 |  $O | REALTY INCOME CORP | $10,962 | 0.0% | NEW | 74.6 |
| 219 |  $BAC | BANK OF AMERICA CORP /DE/ | $10,819 | 0.0% | NEW | 68.4 |
| 220 | — | ISHARES U S ETF TR | $10,120 | 0.0% | NEW | — |
| 221 | — | SSGA ACTIVE TR | $9,446 | 0.0% | NEW | — |
| 222 | — | ISHARES TR | $9,369 | 0.0% | -100% | — |
| 223 | — | PACER FDS TR | $9,233 | 0.0% | NEW | — |
| 224 |  $TXN | TEXAS INSTRUMENTS INC | $8,913 | 0.0% | NEW | 70.4 |
| 225 | — | FIDELITY COVINGTON TRUST | $8,857 | 0.0% | NEW | — |
| 226 | — | PROSHARES TR | $8,591 | 0.0% | NEW | — |
| 227 |  $VICI | VICI PROPERTIES INC. | $8,329 | 0.0% | NEW | 76.2 |
| 228 | — | VANGUARD WHITEHALL FDS | $8,253 | 0.0% | NEW | — |
| 229 | $IVZ | Invesco Ltd. | $8,102 | 0.0% | -100% | — |
| 230 |  $ALLY | Ally Financial Inc. | $7,964 | 0.0% | NEW | 69.3 |
| 231 | — | ISHARES TR | $7,883 | 0.0% | -100% | — |
| 232 | — | ISHARES TR | $7,882 | 0.0% | -99% | — |
| 233 | — | GLOBAL X FDS | $7,769 | 0.0% | -95% | — |
| 234 |  $SBUX | STARBUCKS CORP | $7,727 | 0.0% | NEW | 54.6 |
| 235 | — | GLOBAL X FDS | $7,554 | 0.0% | -91% | — |
| 236 | — | ISHARES TR | $7,520 | 0.0% | -100% | — |
| 237 | — | ISHARES TR | $7,439 | 0.0% | -100% | — |
| 238 |  $MO | ALTRIA GROUP, INC. | $7,405 | 0.0% | NEW | 72.1 |
| 239 | — | SELECT SECTOR SPDR TR | $7,404 | 0.0% | -100% | — |
| 240 |  $MMM | 3M CO | $7,399 | 0.0% | NEW | 60.7 |
| 241 | — | ISHARES TR | $7,325 | 0.0% | -100% | — |
| 242 |  $CRM | Salesforce, Inc. | $7,311 | 0.0% | NEW | 75.2 |
| 243 | — | ISHARES INC | $7,186 | 0.0% | -100% | — |
| 244 |  $AMD | ADVANCED MICRO DEVICES INC | $6,798 | 0.0% | NEW | 78.8 |
| 245 | — | SPDR SERIES TRUST | $6,746 | 0.0% | -100% | — |
| 246 | — | VANGUARD INTL EQUITY INDEX F | $6,661 | 0.0% | NEW | — |
| 247 | — | SIMPLIFY EXCHANGE TRADED FUN | $6,641 | 0.0% | NEW | — |
| 248 |  $PG | PROCTER & GAMBLE Co | $6,556 | 0.0% | NEW | 72.9 |
| 249 |  $PANW | Palo Alto Networks Inc | $6,551 | 0.0% | NEW | 66.5 |
| 250 | — | SPDR SERIES TRUST | $6,512 | 0.0% | -100% | — |
| 251 | — | FIRST TR EXCHNG TRADED FD VI | $6,401 | 0.0% | -100% | — |
| 252 | — | ISHARES TR | $6,384 | 0.0% | -100% | — |
| 253 |  $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | $6,348 | 0.0% | NEW | 45.1 |
| 254 |  $CCI | CROWN CASTLE INC. | $6,253 | 0.0% | NEW | 52.9 |
| 255 |  $VG | Venture Global, Inc. | $6,146 | 0.0% | NEW | 69 |
| 256 |  $MRK | Merck & Co., Inc. | $5,886 | 0.0% | NEW | 70.9 |
| 257 | — | CAMBRIA ETF TR | $5,848 | 0.0% | NEW | — |
| 258 |  $CRMD | CorMedix Inc. | $5,816 | 0.0% | NEW | 75.5 |
| 259 |  $OBDC | Blue Owl Capital Corp | $5,693 | 0.0% | NEW | — |
| 260 | — | ISHARES U S ETF TR | $5,599 | 0.0% | NEW | — |
| 261 |  $MKC | MCCORMICK & CO INC | $5,270 | 0.0% | NEW | 73.7 |
| 262 |  $INTC | INTEL CORP | $5,158 | 0.0% | -100% | 41.5 |
| 263 | — | SELECT SECTOR SPDR TR | $5,070 | 0.0% | -100% | — |
| 264 | — | SPDR SERIES TRUST | $4,956 | 0.0% | -100% | — |
| 265 | — | SCHWAB STRATEGIC TR | $4,933 | 0.0% | -97% | — |
| 266 |  $CPT | CAMDEN PROPERTY TRUST | $4,930 | 0.0% | NEW | 69.4 |
| 267 | — | VANGUARD INDEX FDS | $4,891 | 0.0% | -98% | — |
| 268 | — | ISHARES TR | $4,804 | 0.0% | -100% | — |
| 269 | — | ISHARES TR | $4,799 | 0.0% | -100% | — |
| 270 |  $UBER | Uber Technologies, Inc | $4,768 | 0.0% | NEW | 79.3 |
| 271 |  $BABA | Alibaba Group Holding Ltd | $4,594 | 0.0% | NEW | — |
| 272 |  $BN | BROOKFIELD Corp /ON/ | $4,587 | 0.0% | NEW | — |
| 273 |  $PYPL | PayPal Holdings, Inc. | $4,548 | 0.0% | NEW | 70.5 |
| 274 | — | FIRST TR EXCHANGE TRADED FD | $4,504 | 0.0% | -100% | — |
| 275 |  $MSDL | Morgan Stanley Direct Lending Fund | $4,314 | 0.0% | NEW | — |
| 276 |  $BKNG | Booking Holdings Inc. | $4,231 | 0.0% | NEW | 55.3 |
| 277 | — | PACER FDS TR | $4,098 | 0.0% | NEW | — |
| 278 |  $TTD | Trade Desk, Inc. | $4,091 | 0.0% | NEW | 72.2 |
| 279 | — | BLACKROCK ETF TRUST | $4,057 | 0.0% | -100% | — |
| 280 |  $TM | TOYOTA MOTOR CORP/ | $4,034 | 0.0% | NEW | — |
| 281 | — | SPDR INDEX SHS FDS | $3,959 | 0.0% | NEW | — |
| 282 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $3,908 | 0.0% | NEW | 66.4 |
| 283 | — | ISHARES TR | $3,905 | 0.0% | -100% | — |
| 284 |  $CTVA | Corteva, Inc. | $3,672 | 0.0% | NEW | 48.4 |
| 285 |  $BP | BP PLC | $3,646 | 0.0% | NEW | — |
| 286 | — | VANGUARD STAR FDS | $3,548 | 0.0% | NEW | — |
| 287 | — | FIRST TR EXCHANGE-TRADED FD | $3,356 | 0.0% | -100% | — |
| 288 |  $DOW | DOW INC. | $3,313 | 0.0% | NEW | 38 |
| 289 |  $PFE | PFIZER INC | $3,228 | 0.0% | NEW | 69 |
| 290 |  $BDX | BECTON DICKINSON & CO | $3,120 | 0.0% | NEW | 50.7 |
| 291 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3,048 | 0.0% | NEW | — |
| 292 |  $AMT | AMERICAN TOWER CORP /MA/ | $2,965 | 0.0% | NEW | 69.8 |
| 293 | — | SPDR SERIES TRUST | $2,838 | 0.0% | -100% | — |
| 294 | — | FIRST TR EXCHANGE-TRADED FD | $2,705 | 0.0% | -99% | — |
| 295 | — | FIRST TR EXCHANGE-TRADED FD | $2,619 | 0.0% | -99% | — |
| 296 | — | VANGUARD INDEX FDS | $2,569 | 0.0% | -99% | — |
| 297 | — | FIRST TR EXCHNG TRADED FD VI | $2,482 | 0.0% | -100% | — |
| 298 |  $SCHW | SCHWAB CHARLES CORP | $2,475 | 0.0% | NEW | 77.2 |
| 299 | — | PIMCO ETF TR | $2,456 | 0.0% | -100% | — |
| 300 |  $NNE | Nano Nuclear Energy Inc. | $2,450 | 0.0% | NEW | — |
| 301 | — | SPDR SERIES TRUST | $2,427 | 0.0% | -100% | — |
| 302 | — | FIRST TR EXCHANGE-TRADED FD | $2,417 | 0.0% | -99% | — |
| 303 |  $HSY | HERSHEY CO | $2,407 | 0.0% | NEW | 59.4 |
| 304 | — | BLACKROCK FLOATING RATE INCO | $2,349 | 0.0% | NEW | — |
| 305 |  $RICK | RCI HOSPITALITY HOLDINGS, INC. | $2,296 | 0.0% | NEW | 34.8 |
| 306 | — | FIRST TR EXCHANGE-TRADED FD | $2,267 | 0.0% | -99% | — |
| 307 |  $STT | STATE STREET CORP | $2,251 | 0.0% | NEW | 61.5 |
| 308 |  $SPOT | Spotify Technology S.A. | $2,241 | 0.0% | NEW | — |
| 309 |  $PECO | Phillips Edison & Company, Inc. | $2,234 | 0.0% | NEW | 50.4 |
| 310 | — | SPDR SERIES TRUST | $2,204 | 0.0% | -100% | — |
| 311 |  $QCOM | QUALCOMM INC/DE | $2,193 | 0.0% | NEW | 81.9 |
| 312 |  $GIS | GENERAL MILLS INC | $2,166 | 0.0% | NEW | 64.1 |
| 313 | — | ETFIS SER TR I | $2,136 | 0.0% | NEW | — |
| 314 |  $DE | DEERE & CO | $2,086 | 0.0% | NEW | 57.4 |
| 315 |  $CLX | CLOROX CO /DE/ | $2,066 | 0.0% | NEW | 63.5 |
| 316 |  $FETH | Fidelity Ethereum Fund | $2,007 | 0.0% | NEW | — |
| 317 |  $DKNG | DraftKings Inc. | $1,976 | 0.0% | NEW | 54 |
| 318 | — | SPDR SERIES TRUST | $1,926 | 0.0% | -100% | — |
| 319 |  $HSIC | HENRY SCHEIN INC | $1,896 | 0.0% | NEW | 52 |
| 320 | — | SSGA ACTIVE ETF TR | $1,893 | 0.0% | NEW | — |
| 321 |  $SLV | iShares Silver Trust | $1,891 | 0.0% | NEW | — |
| 322 | — | BARCLAYS BANK PLC | $1,876 | 0.0% | NEW | — |
| 323 | — | FIRST TR EXCHANGE-TRADED FD | $1,823 | 0.0% | -99% | — |
| 324 |  $NTSK | Netskope Inc | $1,806 | 0.0% | NEW | — |
| 325 | — | FIRST TR EXCHANGE TRADED FD | $1,761 | 0.0% | -100% | — |
| 326 | — | PACER FDS TR | $1,694 | 0.0% | NEW | — |
| 327 |  $PLTR | Palantir Technologies Inc. | $1,674 | 0.0% | NEW | 85.8 |
| 328 |  $HLNE | Hamilton Lane INC | $1,669 | 0.0% | NEW | 75.4 |
| 329 | — | ISHARES TR | $1,637 | 0.0% | -100% | — |
| 330 | — | VANGUARD BD INDEX FDS | $1,629 | 0.0% | NEW | — |
| 331 |  $VLTO | Veralto Corp | $1,607 | 0.0% | NEW | 74.4 |
| 332 |  $ELF | e.l.f. Beauty, Inc. | $1,598 | 0.0% | NEW | 53.4 |
| 333 | — | ISHARES TR | $1,543 | 0.0% | -100% | — |
| 334 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $1,527 | 0.0% | NEW | — |
| 335 | — | FIRST TR EXCHNG TRADED FD VI | $1,521 | 0.0% | -100% | — |
| 336 | — | VANGUARD INTL EQUITY INDEX F | $1,518 | 0.0% | NEW | — |
| 337 |  $CAVA | CAVA GROUP, INC. | $1,443 | 0.0% | NEW | 62.7 |
| 338 | — | VANGUARD WORLD FD | $1,433 | 0.0% | -99% | — |
| 339 | — | VANGUARD TAX-MANAGED FDS | $1,416 | 0.0% | NEW | — |
| 340 | — | FIRST TR EXCHNG TRADED FD VI | $1,397 | 0.0% | -100% | — |
| 341 |  $SG | Sweetgreen, Inc. | $1,365 | 0.0% | NEW | 49.2 |
| 342 |  $HUN | Huntsman CORP | $1,340 | 0.0% | NEW | 40 |
| 343 |  $RTX | RTX Corp | $1,298 | 0.0% | NEW | 70 |
| 344 | — | ISHARES TR | $1,264 | 0.0% | -100% | — |
| 345 | — | SPDR SERIES TRUST | $1,196 | 0.0% | -100% | — |
| 346 |  $SOFI | SoFi Technologies, Inc. | $1,185 | 0.0% | NEW | 53.8 |
| 347 | — | VANGUARD CHARLOTTE FDS | $1,150 | 0.0% | NEW | — |
| 348 |  $WMB | WILLIAMS COMPANIES, INC. | $1,149 | 0.0% | NEW | 72.8 |
| 349 | — | SPDR SERIES TRUST | $1,086 | 0.0% | -100% | — |
| 350 |  $NYC | American Strategic Investment Co. | $963 | 0.0% | NEW | — |
| 351 |  $BA | BOEING CO | $891 | 0.0% | NEW | 51.8 |
| 352 | — | VANGUARD INDEX FDS | $882 | 0.0% | -100% | — |
| 353 |  $MOS | MOSAIC CO | $833 | 0.0% | NEW | 54.3 |
| 354 |  $CINF | CINCINNATI FINANCIAL CORP | $789 | 0.0% | NEW | 77 |
| 355 | — | VANECK ETF TRUST | $773 | 0.0% | -100% | — |
| 356 | — | FIRST TR EXCHANGE-TRADED ALP | $755 | 0.0% | NEW | — |
| 357 |  $LULU | lululemon athletica inc. | $749 | 0.0% | NEW | 62.9 |
| 358 |  $CICB | CION Investment Corp | $734 | 0.0% | NEW | — |
| 359 |  $OKLO | Oklo Inc. | $725 | 0.0% | NEW | — |
| 360 |  $ALOY | REALLOYS INC. | $643 | 0.0% | NEW | — |
| 361 |  $F | FORD MOTOR CO | $633 | 0.0% | NEW | 58.5 |
| 362 |  $TLRY | Tilray Brands, Inc. | $563 | 0.0% | NEW | 24.3 |
| 363 | — | JANUS DETROIT STR TR | $536 | 0.0% | -100% | — |
| 364 |  $BITB | Bitwise Bitcoin ETF | $530 | 0.0% | NEW | — |
| 365 |  $MAIN | Main Street Capital CORP | $504 | 0.0% | NEW | — |
| 366 |  $RDDT | Reddit, Inc. | $464 | 0.0% | NEW | 79.3 |
| 367 | — | ISHARES TR | $464 | 0.0% | -100% | — |
| 368 |  $BMY | BRISTOL MYERS SQUIBB CO | $446 | 0.0% | NEW | 70.1 |
| 369 |  $ECC | Eagle Point Credit Co | $441 | 0.0% | NEW | — |
| 370 |  $KKR | KKR & Co. Inc. | $283 | 0.0% | NEW | 49.8 |
| 371 | — | VANGUARD INDEX FDS | $279 | 0.0% | -100% | — |
| 372 | — | ISHARES TR | $235 | 0.0% | -100% | — |
| 373 | — | ISHARES TR | $190 | 0.0% | -100% | — |
| 374 |  $SWK | STANLEY BLACK & DECKER, INC. | $171 | 0.0% | NEW | 52.4 |
| 375 |  $OXM | OXFORD INDUSTRIES INC | $168 | 0.0% | NEW | 34.9 |
| 376 |  $RC | Ready Capital Corp | $163 | 0.0% | NEW | — |
| 377 | — | ISHARES TR | $145 | 0.0% | -100% | — |
| 378 |  $TT | Trane Technologies plc | $140 | 0.0% | NEW | — |
| 379 |  $TJX | TJX COMPANIES INC /DE/ | $135 | 0.0% | NEW | 70.7 |
| 380 | — | ISHARES TR | $117 | 0.0% | -100% | — |
| 381 |  $SNDL | SNDL Inc. | $92 | 0.0% | NEW | — |
| 382 |  $BTI | British American Tobacco p.l.c. | $86 | 0.0% | NEW | — |
| 383 |  $AVGO | Broadcom Inc. | $70 | 0.0% | NEW | 86.4 |
| 384 | — | FIRST TR EXCHNG TRADED FD VI | $62 | 0.0% | -100% | — |
| 385 | — | ISHARES TR | $43 | 0.0% | -100% | — |
| 386 | — | ARK ETF TR | $30 | 0.0% | NEW | — |
| 387 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $29 | 0.0% | -100% | — |
| 388 | — | SPDR SERIES TRUST | $21 | 0.0% | -100% | — |
| 389 | — | ETF SER SOLUTIONS | $17 | 0.0% | NEW | — |
| 390 | — | PGIM ETF TR | $15 | 0.0% | NEW | — |
| 391 | — | FIRST TR EXCHANGE-TRADED FD | $10 | 0.0% | -100% | — |
| 392 | — | SPDR INDEX SHS FDS | $8 | 0.0% | NEW | — |
| 393 | — | SPDR SERIES TRUST | $8 | 0.0% | -100% | — |
| 394 | $STT | STATE STREET CORP | $7 | 0.0% | NEW | 61.5 |
| 395 | — | SPDR SERIES TRUST | $5 | 0.0% | -100% | — |
| 396 | — | COLUMBIA ETF TR II | $5 | 0.0% | NEW | — |
| 397 | — | KRANESHARES TRUST | $1 | 0.0% | NEW | — |
| 398 | — | J P MORGAN EXCHANGE TRADED F | $0 | 0.0% | -100% | — |
| 399 | — | ISHARES TR | $0 | 0.0% | -100% | — |
New Positions (184)
TIDAL TRUST I$187,449
FIDELITY COVINGTON TRUST$167,576
FIDELITY COVINGTON TRUST$159,130
PROSHARES TR$147,194
$LLY ELI LILLY & Co$142,758$V VISA INC.$134,615 LEGG MASON ETF INVT$134,154
$META Meta Platforms, Inc.$118,508 FIRST TR EXCHANGE TRAD FD VI$100,580
$JPM JPMORGAN CHASE & CO$91,080 VANGUARD SPECIALIZED FUNDS$88,429
$MAR MARRIOTT INTERNATIONAL INC /MD/$84,801$RCL ROYAL CARIBBEAN CRUISES LTD$83,188 ARK ETF TR$75,419
$WT WisdomTree, Inc.$70,281Browse Top Institutional Investors
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