Wealth Management Associates, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2067339
Institutional-grade research for retail investors
13F Reported Value
ⓘ$289.6M
Holdings
234
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Wealth Management Associates, Inc. disclosed 234 positions worth $289.6M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 5.3% of the equity portfolio. During the quarter the fund opened 19 new positions and exited 21 — including a new stake in $APA and a full exit from $KKR. The portfolio is most concentrated in Other (41.9% of disclosed assets). All figures are sourced directly from Wealth Management Associates, Inc.’s Form 13F-HR filing with the SEC under CIK 2067339.
AI Fund Analysis
Diversifying
$AAPL5.3% weight
Held 5 quarters
ISHARES TR
4.4% weight
Held 5 quarters
ISHARES TR
4.3% weight
Held 5 quarters
ISHARES TR
3.1% weight
Held 5 quarters
VANGUARD INDEX FDS
3.1% weight
Held 5 quarters
ISHARES TR
4 quarters accumulating
VANGUARD WHITEHALL FDS
4 quarters accumulating
ISHARES TR
4 quarters accumulating
SSGA ACTIVE ETF TR
4 quarters accumulating
ISHARES TR
4 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsEnergyHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$15.3M60,318 sh ISHARES TR
—Quality
$12.7M146,168 shISHARES TR
—Quality
$12.3M18,845 shISHARES TR
—Quality
$9.1M60,130 shVANGUARD INDEX FDS
—Quality
$8.9M27,832 sh- 90.2
Quality
$8.6M49,580 sh - 83.7
Quality
$7.9M21,442 sh - 85.8
Quality
$6.9M47,143 sh - —
Quality
$6.8M15,869 sh VANGUARD WHITEHALL FDS
—Quality
$6.7M45,322 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $15.3M | 60,318 |
| ISHARES TR | — | $12.7M | 146,168 |
| ISHARES TR | — | $12.3M | 18,845 |
| ISHARES TR | — | $9.1M | 60,130 |
| VANGUARD INDEX FDS | — | $8.9M | 27,832 |
 NVIDIA CORP$NVDA | 90.2 | $8.6M | 49,580 |
 MICROSOFT CORP$MSFT | 83.7 | $7.9M | 21,442 |
 Palantir Technologies Inc.$PLTR | 85.8 | $6.9M | 47,143 |
 SPDR GOLD TRUST$GLD | — | $6.8M | 15,869 |
| VANGUARD WHITEHALL FDS | — | $6.7M | 45,322 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Wealth Management Associates, Inc.'s 234 positions.
Showing top 10 of 234 holdings.
Sector Allocation
Other
$121.4M
Technology
$66.1M
Financials
$30.3M
Energy
$19.9M
Healthcare
$14.1M
Consumer Discretionary
$9.7M
Industrials
$9.2M
Communication Services
$7.0M
Full Holdings — Wealth Management Associates, Inc. (Q1 2026)
All 234 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. | $15.3M | 5.3% | +6% | 76.1 |
| 2 | — | ISHARES TR | $12.7M | 4.4% | +5% | — |
| 3 | — | ISHARES TR | $12.3M | 4.3% | +2% | — |
| 4 | — | ISHARES TR | $9.1M | 3.1% | +2% | — |
| 5 | — | VANGUARD INDEX FDS | $8.9M | 3.1% | +0% | — |
| 6 | $NVDA | NVIDIA CORP | $8.6M | 3.0% | +0% | 90.2 |
| 7 | $MSFT | MICROSOFT CORP | $7.9M | 2.7% | +3% | 83.7 |
| 8 | $PLTR | Palantir Technologies Inc. | $6.9M | 2.4% | -1% | 85.8 |
| 9 | $GLD | SPDR GOLD TRUST | $6.8M | 2.4% | +8% | — |
| 10 | — | VANGUARD WHITEHALL FDS | $6.7M | 2.3% | +5% | — |
| 11 | — | ISHARES TR | $6.3M | 2.2% | +1% | — |
| 12 | — | ISHARES TR | $5.5M | 1.9% | +1% | — |
| 13 | — | FIRST TR EXCHANGE TRADED FD | $5.3M | 1.8% | +2% | — |
| 14 |  $KMI | KINDER MORGAN, INC. | $5.1M | 1.8% | +1% | 74.6 |
| 15 |  $GOOG | Alphabet Inc. | $4.5M | 1.6% | +9% | 80.2 |
| 16 |  $XOM | EXXON MOBIL CORP | $4.2M | 1.4% | -3% | 61.8 |
| 17 | — | GLOBAL X FDS | $3.9M | 1.3% | +10% | — |
| 18 | — | ISHARES TR | $3.7M | 1.3% | +2% | — |
| 19 | — | SSGA ACTIVE ETF TR | $3.4M | 1.2% | +2% | — |
| 20 |  $AVGO | Broadcom Inc. | $3.4M | 1.2% | +4% | 86.4 |
| 21 | — | ISHARES TR | $3.2M | 1.1% | +0% | — |
| 22 | — | VANGUARD BD INDEX FDS | $3.0M | 1.0% | +3% | — |
| 23 |  $T | AT&T INC. | $2.9M | 1.0% | +0% | 71.9 |
| 24 |  $GOOGL | Alphabet Inc. | $2.8M | 1.0% | -5% | 80.2 |
| 25 |  $PHYS | Sprott Physical Gold Trust | $2.7M | 0.9% | -3% | — |
| 26 |  $AMZN | AMAZON COM INC | $2.6M | 0.9% | -2% | 74.6 |
| 27 |  $LLY | ELI LILLY & Co | $2.5M | 0.9% | -25% | 89.3 |
| 28 |  $JNJ | JOHNSON & JOHNSON | $2.5M | 0.9% | -1% | 72.8 |
| 29 |  $JPM | JPMORGAN CHASE & CO | $2.4M | 0.8% | +0% | 35.6 |
| 30 | — | VANGUARD WORLD FD | $2.3M | 0.8% | +5% | — |
| 31 |  $APLD | Applied Digital Corp. | $2.3M | 0.8% | +2% | 35.4 |
| 32 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.1M | 0.7% | +4% | — |
| 33 |  $AXON | AXON ENTERPRISE, INC. | $2.1M | 0.7% | +0% | 55.6 |
| 34 |  $VZ | VERIZON COMMUNICATIONS INC | $2.1M | 0.7% | -1% | 71.6 |
| 35 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $2.0M | 0.7% | +0% | 74.6 |
| 36 | — | FIDELITY COMWLTH TR | $1.9M | 0.7% | +0% | — |
| 37 |  $CRWD | CrowdStrike Holdings, Inc. | $1.8M | 0.6% | -3% | 55 |
| 38 |  $PFE | PFIZER INC | $1.7M | 0.6% | +1% | 69 |
| 39 |  $APA | APA Corp | $1.7M | 0.6% | NEW | — |
| 40 | — | SPDR SERIES TRUST | $1.6M | 0.6% | NEW | — |
| 41 |  $CVX | CHEVRON CORP | $1.6M | 0.6% | -0% | 54.7 |
| 42 |  $PR | Permian Resources Corp | $1.6M | 0.6% | NEW | 75.6 |
| 43 |  $IAU | ISHARES GOLD TRUST | $1.6M | 0.5% | -1% | — |
| 44 | — | COLUMBIA ETF TR I | $1.5M | 0.5% | NEW | — |
| 45 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.5M | 0.5% | -5% | 68.4 |
| 46 |  $GE | GENERAL ELECTRIC CO | $1.4M | 0.5% | +0% | 74.8 |
| 47 |  $ABBV | AbbVie Inc. | $1.4M | 0.5% | +0% | 59.3 |
| 48 |  $MRK | Merck & Co., Inc. | $1.4M | 0.5% | -1% | 70.9 |
| 49 |  $WMT | Walmart Inc. | $1.3M | 0.5% | -6% | 63.2 |
| 50 |  $PSX | Phillips 66 | $1.3M | 0.5% | NEW | 47.6 |
| 51 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.5% | +0% | 72.9 |
| 52 |  $SLV | iShares Silver Trust | $1.3M | 0.5% | +8% | — |
| 53 | — | ISHARES TR | $1.2M | 0.4% | -1% | — |
| 54 | — | ISHARES TR | $1.2M | 0.4% | +2% | — |
| 55 | — | ISHARES TR | $1.2M | 0.4% | +18% | — |
| 56 | — | VANGUARD WORLD FD | $1.2M | 0.4% | -0% | — |
| 57 | — | ISHARES TR | $1.2M | 0.4% | +9% | — |
| 58 | — | VANGUARD INDEX FDS | $1.1M | 0.4% | +3% | — |
| 59 |  $IVZ | Invesco Ltd. | $1.1M | 0.4% | -13% | — |
| 60 |  $GEV | GE Vernova Inc. | $1.1M | 0.4% | -0% | 70.1 |
| 61 | — | ISHARES TR | $1.1M | 0.4% | -3% | — |
| 62 |  $MA | Mastercard Inc | $1.0M | 0.3% | -0% | 81.7 |
| 63 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $955,767 | 0.3% | -34% | 66.7 |
| 64 | — | SELECT SECTOR SPDR TR | $950,295 | 0.3% | +185% | — |
| 65 |  $VLO | VALERO ENERGY CORP/TX | $944,997 | 0.3% | +0% | 51.4 |
| 66 | — | ISHARES TR | $927,835 | 0.3% | +1% | — |
| 67 |  $MCD | MCDONALDS CORP | $909,450 | 0.3% | +0% | 73.9 |
| 68 | — | ISHARES TR | $903,901 | 0.3% | +8% | — |
| 69 |  $COP | CONOCOPHILLIPS | $903,017 | 0.3% | +20% | 74.8 |
| 70 | — | ISHARES TR | $869,390 | 0.3% | +0% | — |
| 71 | — | FIRST TR EXCHANGE-TRADED FD | $869,176 | 0.3% | -5% | — |
| 72 |  $V | VISA INC. | $854,779 | 0.3% | -11% | 83.5 |
| 73 |  $LNKB | LINKBANCORP, Inc. | $826,027 | 0.3% | +0% | 48.3 |
| 74 |  $CSCO | CISCO SYSTEMS, INC. | $823,773 | 0.3% | +0% | 72.3 |
| 75 |  $NVTS | Navitas Semiconductor Corp | $822,801 | 0.3% | +14% | 10.5 |
| 76 |  $TJX | TJX COMPANIES INC /DE/ | $792,235 | 0.3% | -2% | 70.7 |
| 77 |  $DUK | Duke Energy CORP | $776,866 | 0.3% | -1% | 64 |
| 78 |  $COST | COSTCO WHOLESALE CORP /NEW | $776,585 | 0.3% | +0% | 67 |
| 79 |  $C | CITIGROUP INC | $761,538 | 0.3% | +15% | 54.8 |
| 80 |  $CCZ | COMCAST CORP | $752,805 | 0.3% | +4% | 70.4 |
| 81 |  $SPY | SPDR S&P 500 ETF TRUST | $738,612 | 0.3% | +10% | — |
| 82 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $724,660 | 0.3% | -2% | 66.5 |
| 83 |  $HD | HOME DEPOT, INC. | $716,158 | 0.3% | -0% | 69.2 |
| 84 | $IVZ | Invesco Ltd. | $712,804 | 0.3% | -0% | — |
| 85 |  $META | Meta Platforms, Inc. | $691,360 | 0.2% | +81% | 80.9 |
| 86 |  $BBIO | BridgeBio Pharma, Inc. | $670,939 | 0.2% | +2% | 31.7 |
| 87 |  $WT | WisdomTree, Inc. | $668,716 | 0.2% | -2% | 62.9 |
| 88 |  $IBIT | iShares Bitcoin Trust ETF | $664,529 | 0.2% | -43% | — |
| 89 |  $TRGP | Targa Resources Corp. | $652,149 | 0.2% | +0% | 70 |
| 90 |  $TXN | TEXAS INSTRUMENTS INC | $649,717 | 0.2% | +0% | 70.4 |
| 91 | — | FIDELITY COVINGTON TRUST | $644,550 | 0.2% | +4% | — |
| 92 | — | DBX ETF TR | $625,206 | 0.2% | -55% | — |
| 93 |  $ETN | Eaton Corp plc | $618,941 | 0.2% | +11% | — |
| 94 |  $FDX | FEDEX CORP | $615,222 | 0.2% | +0% | 60.3 |
| 95 |  $OKE | ONEOK INC /NEW/ | $613,748 | 0.2% | +2% | 72 |
| 96 | — | VANGUARD WORLD FD | $610,774 | 0.2% | +1% | — |
| 97 |  $WMB | WILLIAMS COMPANIES, INC. | $603,419 | 0.2% | -1% | 72.8 |
| 98 |  $CAT | CATERPILLAR INC | $594,657 | 0.2% | -37% | 67.8 |
| 99 |  $COR | Cencora, Inc. | $593,727 | 0.2% | +0% | 59.6 |
| 100 |  $ABUS | Arbutus Biopharma Corp | $593,415 | 0.2% | +3% | — |
| 101 |  $ANET | Arista Networks, Inc. | $587,625 | 0.2% | +14% | 86 |
| 102 |  $R | RYDER SYSTEM INC | $581,376 | 0.2% | +0% | 54.7 |
| 103 |  $CAH | CARDINAL HEALTH INC | $574,762 | 0.2% | +0% | 58.6 |
| 104 | — | ISHARES TR | $570,919 | 0.2% | +37% | — |
| 105 |  $BA | BOEING CO | $568,824 | 0.2% | -7% | 51.8 |
| 106 |  $NEE | NEXTERA ENERGY INC | $564,246 | 0.2% | +0% | 71.7 |
| 107 |  $RKT | Rocket Companies, Inc. | $556,904 | 0.2% | -51% | — |
| 108 |  $WRN | Western Copper & Gold Corp | $553,640 | 0.2% | +6% | — |
| 109 |  $TGT | TARGET CORP | $548,430 | 0.2% | +0% | 53.1 |
| 110 |  $KR | KROGER CO | $545,096 | 0.2% | +0% | 51.1 |
| 111 |  $SO | SOUTHERN CO | $523,428 | 0.2% | +0% | 65.1 |
| 112 |  $DIS | Walt Disney Co | $515,337 | 0.2% | -5% | 68.9 |
| 113 |  $UNP | UNION PACIFIC CORP | $512,656 | 0.2% | +0% | 74 |
| 114 | — | ISHARES TR | $512,215 | 0.2% | -0% | — |
| 115 |  $CEG | Constellation Energy Corp | $507,388 | 0.2% | -3% | 62.5 |
| 116 |  $AMAT | APPLIED MATERIALS INC /DE | $501,406 | 0.2% | -11% | 74.8 |
| 117 |  $MU | MICRON TECHNOLOGY INC | $498,970 | 0.2% | +61% | 88.4 |
| 118 |  $TD | TORONTO DOMINION BANK | $491,144 | 0.2% | +0% | — |
| 119 | — | DBX ETF TR | $488,525 | 0.2% | +25% | — |
| 120 | $WT | WisdomTree, Inc. | $486,899 | 0.2% | -4% | 62.9 |
| 121 |  $SOUN | SOUNDHOUND AI, INC. | $483,957 | 0.2% | -34% | 32.3 |
| 122 | — | ISHARES TR | $471,727 | 0.2% | +0% | — |
| 123 | — | FIDELITY COVINGTON TRUST | $467,595 | 0.2% | +0% | — |
| 124 |  $IBRX | ImmunityBio, Inc. | $465,569 | 0.2% | +219% | 30 |
| 125 | $IVZ | Invesco Ltd. | $462,167 | 0.2% | +5% | — |
| 126 | $IVZ | Invesco Ltd. | $460,538 | 0.2% | -2% | — |
| 127 |  $ADI | ANALOG DEVICES INC | $438,079 | 0.1% | +0% | 76.2 |
| 128 |  $SNPS | SYNOPSYS INC | $421,855 | 0.1% | +0% | 63.1 |
| 129 |  $SYF | Synchrony Financial | $421,044 | 0.1% | +0% | — |
| 130 |  $KO | COCA COLA CO | $414,733 | 0.1% | -5% | 74 |
| 131 |  $MO | ALTRIA GROUP, INC. | $413,601 | 0.1% | -3% | 72.1 |
| 132 | $IVZ | Invesco Ltd. | $409,480 | 0.1% | +0% | — |
| 133 |  $VRT | Vertiv Holdings Co | $404,687 | 0.1% | -44% | 82.7 |
| 134 |  $LUV | SOUTHWEST AIRLINES CO | $403,878 | 0.1% | NEW | 51.1 |
| 135 |  $LMT | LOCKHEED MARTIN CORP | $391,645 | 0.1% | -1% | 65 |
| 136 |  $BBY | BEST BUY CO INC | $391,620 | 0.1% | +0% | 51.5 |
| 137 |  $SYY | SYSCO CORP | $389,961 | 0.1% | +0% | 58.4 |
| 138 |  $ISRG | INTUITIVE SURGICAL INC | $389,537 | 0.1% | -6% | 81.4 |
| 139 |  $PM | Philip Morris International Inc. | $377,762 | 0.1% | +18% | 80.5 |
| 140 |  $WBD | Warner Bros. Discovery, Inc. | $376,326 | 0.1% | -1% | 42.1 |
| 141 | — | FIRST TR EXCHANGE-TRADED FD | $374,176 | 0.1% | +18% | — |
| 142 | $WT | WisdomTree, Inc. | $372,400 | 0.1% | +0% | 62.9 |
| 143 | — | ISHARES TR | $370,680 | 0.1% | +0% | — |
| 144 | — | SCHWAB STRATEGIC TR | $364,000 | 0.1% | NEW | — |
| 145 |  $SCCO | SOUTHERN COPPER CORP/ | $360,294 | 0.1% | +1% | 86.6 |
| 146 |  $GILD | GILEAD SCIENCES, INC. | $360,271 | 0.1% | +0% | 77.8 |
| 147 |  $UNH | UNITEDHEALTH GROUP INC | $358,317 | 0.1% | +0% | 66.8 |
| 148 |  $GLW | CORNING INC /NY | $356,665 | 0.1% | NEW | 72.7 |
| 149 |  $RTX | RTX Corp | $352,961 | 0.1% | +0% | 70 |
| 150 |  $WFC | WELLS FARGO & COMPANY/MN | $352,234 | 0.1% | -12% | — |
| 151 |  $AZN | ASTRAZENECA PLC | $351,057 | 0.1% | -46% | — |
| 152 | — | PACER FDS TR | $347,679 | 0.1% | +3% | — |
| 153 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $347,545 | 0.1% | +0% | 66.4 |
| 154 |  $PPL | PPL Corp | $347,434 | 0.1% | +0% | 70.3 |
| 155 |  $LVS | LAS VEGAS SANDS CORP | $346,332 | 0.1% | +1% | 73.7 |
| 156 | — | VANGUARD BD INDEX FDS | $346,006 | 0.1% | -7% | — |
| 157 |  $ABT | ABBOTT LABORATORIES | $344,778 | 0.1% | +0% | 67 |
| 158 | — | VANGUARD WHITEHALL FDS | $344,447 | 0.1% | +3% | — |
| 159 |  $CB | Chubb Ltd | $343,856 | 0.1% | +0% | — |
| 160 | — | VANECK ETF TRUST | $338,685 | 0.1% | +21% | — |
| 161 | — | VANGUARD SPECIALIZED FUNDS | $337,373 | 0.1% | +0% | — |
| 162 |  $TSLA | Tesla, Inc. | $336,806 | 0.1% | -18% | 50.1 |
| 163 | — | FIRST TR EXCHANGE-TRADED FD | $333,956 | 0.1% | +0% | — |
| 164 |  $O | REALTY INCOME CORP | $332,845 | 0.1% | +3% | 74.6 |
| 165 | — | FIRST TR EXCH TRADED FD III | $329,686 | 0.1% | +5% | — |
| 166 |  $TT | Trane Technologies plc | $327,141 | 0.1% | -12% | — |
| 167 |  $PH | Parker-Hannifin Corp | $322,286 | 0.1% | +0% | 73.8 |
| 168 |  $TKO | TKO Group Holdings, Inc. | $320,019 | 0.1% | -35% | 73.1 |
| 169 | — | ISHARES TR | $319,214 | 0.1% | +0% | — |
| 170 | — | ISHARES TR | $318,869 | 0.1% | +0% | — |
| 171 |  $BRK.B | BERKSHIRE HATHAWAY INC | $317,230 | 0.1% | -5% | 64.5 |
| 172 |  $MS | MORGAN STANLEY | $315,635 | 0.1% | +0% | — |
| 173 |  $THG | HANOVER INSURANCE GROUP, INC. | $314,977 | 0.1% | +0% | 69.4 |
| 174 | — | VANGUARD MUN BD FDS | $311,638 | 0.1% | NEW | — |
| 175 | — | PACER FDS TR | $309,601 | 0.1% | -0% | — |
| 176 |  $ADP | AUTOMATIC DATA PROCESSING INC | $309,443 | 0.1% | -12% | 77.9 |
| 177 | — | FIRST TR EXCHNG TRADED FD VI | $306,024 | 0.1% | NEW | — |
| 178 |  $__PARK_1390777 | Bank of New York Mellon Corp | $305,828 | 0.1% | +0% | 36.7 |
| 179 |  $OUNZ | VanEck Merk Gold ETF | $304,313 | 0.1% | +0% | — |
| 180 | — | FIRST TR EXCHANGE-TRADED FD | $303,604 | 0.1% | -72% | — |
| 181 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $300,317 | 0.1% | +11% | — |
| 182 | — | CAPITAL GRP FIXED INCM ETF T | $298,929 | 0.1% | +25% | — |
| 183 |  $LRCX | LAM RESEARCH CORP | $296,133 | 0.1% | -9% | 82.4 |
| 184 |  $NOW | ServiceNow, Inc. | $295,877 | 0.1% | +1% | 76 |
| 185 | — | FIRST TR EXCHANGE-TRADED FD | $294,327 | 0.1% | -3% | — |
| 186 | $IVZ | Invesco Ltd. | $291,471 | 0.1% | -18% | — |
| 187 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $289,245 | 0.1% | +0% | 70.9 |
| 188 |  $NAD | Nuveen Quality Municipal Income Fund | $287,796 | 0.1% | +0% | — |
| 189 |  $GD | GENERAL DYNAMICS CORP | $287,618 | 0.1% | +39% | 73 |
| 190 |  $PEP | PEPSICO INC | $285,542 | 0.1% | +2% | 62.7 |
| 191 |  $ARGX | ARGENX SE | $280,416 | 0.1% | -29% | — |
| 192 |  $EXC | EXELON CORP | $276,620 | 0.1% | +0% | 63.9 |
| 193 | — | VANGUARD ADMIRAL FDS INC | $274,098 | 0.1% | -9% | — |
| 194 | — | VANGUARD SCOTTSDALE FDS | $272,728 | 0.1% | +0% | — |
| 195 | — | VANECK ETF TRUST | $271,847 | 0.1% | +41% | — |
| 196 |  $KLAC | KLA CORP | $269,451 | 0.1% | +0% | 84.4 |
| 197 |  $AXP | AMERICAN EXPRESS CO | $268,490 | 0.1% | +0% | 73.2 |
| 198 |  $PANW | Palo Alto Networks Inc | $266,452 | 0.1% | -27% | 66.5 |
| 199 | — | ISHARES TR | $261,690 | 0.1% | +0% | — |
| 200 |  $QCOM | QUALCOMM INC/DE | $258,940 | 0.1% | -27% | 81.9 |
| 201 | — | FIRST TR EXCHANGE-TRADED FD | $252,286 | 0.1% | +1% | — |
| 202 |  $INTC | INTEL CORP | $251,809 | 0.1% | -3% | 41.5 |
| 203 |  $WM | WASTE MANAGEMENT INC | $250,012 | 0.1% | -17% | 70.7 |
| 204 |  $CME | CME GROUP INC. | $245,731 | 0.1% | +11% | 74.5 |
| 205 | $IVZ | Invesco Ltd. | $241,734 | 0.1% | +0% | — |
| 206 |  $BMY | BRISTOL MYERS SQUIBB CO | $240,077 | 0.1% | +0% | 70.1 |
| 207 | — | SCHWAB STRATEGIC TR | $234,486 | 0.1% | NEW | — |
| 208 |  $TEL | TE Connectivity plc | $233,266 | 0.1% | NEW | — |
| 209 | — | CAPITAL GROUP CORE EQUITY ET | $232,666 | 0.1% | NEW | — |
| 210 |  $LIN | LINDE PLC | $232,016 | 0.1% | NEW | — |
| 211 | — | ISHARES TR | $231,736 | 0.1% | +0% | — |
| 212 |  $LNG | Cheniere Energy, Inc. | $228,653 | 0.1% | -41% | 48.4 |
| 213 |  $GSK | GSK plc | $227,853 | 0.1% | +0% | — |
| 214 |  $VIK | Viking Holdings Ltd | $226,686 | 0.1% | -34% | — |
| 215 |  $ADBE | ADOBE INC. | $224,849 | 0.1% | -45% | 80.4 |
| 216 |  $PWR | QUANTA SERVICES, INC. | $224,549 | 0.1% | -27% | 62.6 |
| 217 | — | CAPITAL GROUP CORE BALANCED | $222,289 | 0.1% | NEW | — |
| 218 | — | ISHARES TR | $220,780 | 0.1% | +0% | — |
| 219 | — | SELECT SECTOR SPDR TR | $220,348 | 0.1% | +0% | — |
| 220 | — | FIRST TR EXCHANGE-TRADED FD | $219,259 | 0.1% | +0% | — |
| 221 |  $DLTR | DOLLAR TREE, INC. | $219,020 | 0.1% | +0% | 53.2 |
| 222 | — | ISHARES TR | $218,281 | 0.1% | +0% | — |
| 223 |  $ETR | ENTERGY CORP /DE/ | $215,844 | 0.1% | NEW | 65.1 |
| 224 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $214,709 | 0.1% | NEW | 75.4 |
| 225 |  $AMGN | AMGEN INC | $210,744 | 0.1% | NEW | 79.5 |
| 226 |  $HON | HONEYWELL INTERNATIONAL INC | $203,931 | 0.1% | NEW | 65.7 |
| 227 |  $SHOP | SHOPIFY INC. | $201,298 | 0.1% | -3% | — |
| 228 | — | NUVEEN NEW JERSEY | $193,504 | 0.1% | -10% | — |
| 229 |  $F | FORD MOTOR CO | $172,018 | 0.1% | +4% | 58.5 |
| 230 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $166,302 | 0.1% | -2% | — |
| 231 | — | NUVEEN AMT FREE QLTY MUN INC | $140,877 | 0.1% | +0% | — |
| 232 |  $BDJ | BlackRock Enhanced Equity Dividend Trust | $138,480 | 0.1% | +0% | — |
| 233 |  $SGMO | SANGAMO THERAPEUTICS, INC | $73,033 | 0.0% | -6% | 8.8 |
| 234 |  $QSI | Quantum-Si Inc | $20,859 | 0.0% | +0% | 21.2 |
New Positions (19)
$APA APA Corp$1.7M SPDR SERIES TRUST$1.6M
$PR Permian Resources Corp$1.6M COLUMBIA ETF TR I$1.5M
$PSX Phillips 66$1.3M$LUV SOUTHWEST AIRLINES CO$403,878 SCHWAB STRATEGIC TR$364,000
$GLW CORNING INC /NY$356,665 VANGUARD MUN BD FDS$311,638
FIRST TR EXCHNG TRADED FD VI$306,024
SCHWAB STRATEGIC TR$234,486
$TEL TE Connectivity plc$233,266 CAPITAL GROUP CORE EQUITY ET$232,666
$LIN LINDE PLC$232,016 CAPITAL GROUP CORE BALANCED$222,289
Exited Positions (21)
$KKR KKR & Co. Inc.
$ETHA iShares Ethereum Trust ETF
$INTU INTUIT INC.
$BKNG Booking Holdings Inc.
$ORLY O REILLY AUTOMOTIVE INC
$IOT Samsara Inc.
$MELI MERCADOLIBRE INC
$ORCL ORACLE CORP
$MCK MCKESSON CORP
$AMD ADVANCED MICRO DEVICES INC
$EQT EQT Corp FRANKLIN TEMPLETON ETF TR
$AMT AMERICAN TOWER CORP /MA/ WEDBUSH SER TR
$TDOC Teladoc Health, Inc.Browse Top Institutional Investors
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