Vision Retirement, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2069023
Institutional-grade research for retail investors
13F Reported Value
ⓘ$351.6M
Holdings
649
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Vision Retirement, LLC disclosed 649 positions worth $351.6M in its Form 13F-HR for Q1 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 14.1% of the equity portfolio, followed by $AAPL and $AMZN. During the quarter the fund opened 93 new positions and exited 49 — including a new stake in $NVMI and a full exit from $FICO. The portfolio is most concentrated in Other (44.9% of disclosed assets). All figures are sourced directly from Vision Retirement, LLC’s Form 13F-HR filing with the SEC under CIK 2069023.
Sector Allocation
OtherTechnologyConsumer DiscretionaryFinancialsIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$49.7M86,038 sh - 76.1#112
Quality
$34.2M134,763 sh - 74.6#152
Quality
$21.2M101,640 sh STATE STREET
—Quality
$15.1M32,509 sh- 67.0
Quality
$12.7M12,702 sh - 50.1
Quality
$12.3M33,010 sh VANGUARD S&P
—Quality
$10.2M17,081 sh- —
Quality
$9.3M170,625 sh VANGUARD HIGH
—Quality
$8.9M59,826 sh- 83.5
Quality
$7.6M25,308 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $49.7M | 86,038 |
 Apple Inc.$AAPL | 76.1#112 | $34.2M | 134,763 |
 AMAZON COM INC$AMZN | 74.6#152 | $21.2M | 101,640 |
| STATE STREET | — | $15.1M | 32,509 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $12.7M | 12,702 |
 Tesla, Inc.$TSLA | 50.1 | $12.3M | 33,010 |
| VANGUARD S&P | — | $10.2M | 17,081 |
 Invesco Ltd.$IVZ | — | $9.3M | 170,625 |
| VANGUARD HIGH | — | $8.9M | 59,826 |
 VISA INC.$V | 83.5 | $7.6M | 25,308 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Vision Retirement, LLC's 649 positions.
Showing top 10 of 649 holdings.
Sector Allocation
Other
$157.7M
Technology
$79.0M
Consumer Discretionary
$40.2M
Financials
$30.9M
Industrials
$26.5M
Healthcare
$7.2M
Utilities
$5.6M
Communication Services
$1.9M
Full Holdings — Vision Retirement, LLC (Q1 2026)
All 649 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 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $49.7M | 14.1% | +0% | — |
| 2 | $AAPL | Apple Inc. | $34.2M | 9.7% | -0% | 76.1 |
| 3 | $AMZN | AMAZON COM INC | $21.2M | 6.0% | -0% | 74.6 |
| 4 | — | STATE STREET | $15.1M | 4.3% | +3% | — |
| 5 | $COST | COSTCO WHOLESALE CORP /NEW | $12.7M | 3.6% | -1% | 67 |
| 6 | $TSLA | Tesla, Inc. | $12.3M | 3.5% | +1% | 50.1 |
| 7 | — | VANGUARD S&P | $10.2M | 2.9% | +5% | — |
| 8 | $IVZ | Invesco Ltd. | $9.3M | 2.6% | +9% | — |
| 9 | — | VANGUARD HIGH | $8.9M | 2.5% | +1% | — |
| 10 | $V | VISA INC. | $7.6M | 2.2% | +0% | 83.5 |
| 11 |  $NVDA | NVIDIA CORP | $7.2M | 2.0% | -1% | 90.2 |
| 12 |  $AVGO | Broadcom Inc. | $5.8M | 1.6% | +0% | 86.4 |
| 13 |  $SPY | SPDR S&P 500 ETF TRUST | $5.7M | 1.6% | -2% | — |
| 14 |  $GOOGL | Alphabet Inc. | $5.5M | 1.6% | -1% | 80.2 |
| 15 |  $MA | Mastercard Inc | $5.1M | 1.4% | -1% | 81.7 |
| 16 |  $META | Meta Platforms, Inc. | $5.0M | 1.4% | -2% | 80.9 |
| 17 |  $MSFT | MICROSOFT CORP | $4.3M | 1.2% | -0% | 83.7 |
| 18 | — | ISHARES CORE | $4.3M | 1.2% | -21% | — |
| 19 | — | FIRST TRUST | $4.1M | 1.2% | +6% | — |
| 20 | — | VANGUARD INFORMATION | $4.1M | 1.1% | +10% | — |
| 21 |  $LMT | LOCKHEED MARTIN CORP | $3.6M | 1.0% | -0% | 65 |
| 22 |  $SYK | STRYKER CORP | $3.6M | 1.0% | +1321% | 69.8 |
| 23 | — | ISHARES SEMICONDUCTOR | $3.5M | 1.0% | +7% | — |
| 24 |  $CAT | CATERPILLAR INC | $3.2M | 0.9% | +2% | 67.8 |
| 25 | — | ISHARES CORE | $3.2M | 0.9% | -11% | — |
| 26 |  $WM | WASTE MANAGEMENT INC | $2.8M | 0.8% | +0% | 70.7 |
| 27 | — | VANECK SEMICONDUCTOR | $2.8M | 0.8% | +16% | — |
| 28 | — | VANGUARD DIVIDEND | $2.6M | 0.8% | -0% | — |
| 29 |  $GOOG | Alphabet Inc. | $2.6M | 0.7% | +1% | 80.2 |
| 30 | — | ISHARES CORE | $2.3M | 0.7% | -16% | — |
| 31 | — | VANGUARD MID | $2.3M | 0.7% | -2% | — |
| 32 |  $AZO | AUTOZONE INC | $2.0M | 0.6% | +1% | 66.5 |
| 33 |  $ISRG | INTUITIVE SURGICAL INC | $2.0M | 0.6% | -1% | 81.4 |
| 34 |  $GS | GOLDMAN SACHS GROUP INC | $2.0M | 0.6% | +8% | — |
| 35 | — | ISHARES AEROSPACE | $1.8M | 0.5% | +1% | — |
| 36 | — | VANGUARD GROWTH | $1.8M | 0.5% | +690% | — |
| 37 |  $BAH | Booz Allen Hamilton Holding Corp | $1.8M | 0.5% | -41% | 65.5 |
| 38 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.7M | 0.5% | +3% | — |
| 39 |  $PLTR | Palantir Technologies Inc. | $1.6M | 0.5% | -1% | 85.8 |
| 40 | — | ISHARES MSCI | $1.6M | 0.5% | -23% | — |
| 41 | — | ISHARES U S | $1.5M | 0.4% | -13% | — |
| 42 |  $NFLX | NETFLIX INC | $1.5M | 0.4% | -6% | 86.7 |
| 43 |  $TT | Trane Technologies plc | $1.5M | 0.4% | +0% | — |
| 44 | — | ISHARES S&P | $1.5M | 0.4% | -4% | — |
| 45 | — | ISHARES NATIONAL | $1.5M | 0.4% | -29% | — |
| 46 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $1.5M | 0.4% | -1% | 74.6 |
| 47 | — | ISHARES CORE | $1.4M | 0.4% | -7% | — |
| 48 |  $PTY | PIMCO CORPORATE & INCOME OPPORTUNITY FUND | $1.4M | 0.4% | +4% | — |
| 49 | — | ISHARES S&P | $1.4M | 0.4% | -12% | — |
| 50 | — | ISHARES U S | $1.3M | 0.4% | -25% | — |
| 51 |  $TDG | TransDigm Group INC | $1.3M | 0.4% | +1% | 75.4 |
| 52 | — | VANGUARD TOTAL | $1.3M | 0.4% | +18% | — |
| 53 | — | ISHARES MSCI | $1.2M | 0.3% | -29% | — |
| 54 |  $AXON | AXON ENTERPRISE, INC. | $1.2M | 0.3% | -3% | 55.6 |
| 55 |  $GEV | GE Vernova Inc. | $1.2M | 0.3% | +301% | 70.1 |
| 56 |  $MCD | MCDONALDS CORP | $1.2M | 0.3% | -9% | 73.9 |
| 57 |  $PCN | PIMCO CORPORATE & INCOME STRATEGY FUND | $1.2M | 0.3% | +1% | — |
| 58 | $IVZ | Invesco Ltd. | $1.1M | 0.3% | +112% | — |
| 59 |  $MU | MICRON TECHNOLOGY INC | $1.1M | 0.3% | +1264% | 88.4 |
| 60 |  $PWR | QUANTA SERVICES, INC. | $1.1M | 0.3% | +1% | 62.6 |
| 61 | — | ISHARES SELECT | $1.1M | 0.3% | +0% | — |
| 62 | — | ISHARES MBS | $1.0M | 0.3% | -17% | — |
| 63 | — | DEFIANCE QUANTUM | $964,026 | 0.3% | +98% | — |
| 64 |  $BX | Blackstone Inc. | $884,153 | 0.3% | -0% | 68 |
| 65 | — | ISHARES 10-20YR | $873,506 | 0.3% | -10% | — |
| 66 | — | ISHARES HIGH | $868,470 | 0.3% | -44% | — |
| 67 | — | ISHARES S&P | $851,603 | 0.2% | -6% | — |
| 68 |  $ASML | ASML HOLDING NV | $804,764 | 0.2% | +8% | — |
| 69 |  $NVMI | NOVA LTD. | $773,441 | 0.2% | NEW | — |
| 70 |  $JPM | JPMORGAN CHASE & CO | $755,074 | 0.2% | +0% | 35.6 |
| 71 |  $BLD | QXO Insulation, LLC | $742,998 | 0.2% | +253% | 62 |
| 72 | — | ISHARES FLEXIBLE | $709,674 | 0.2% | -5% | — |
| 73 |  $CTAS | CINTAS CORP | $698,064 | 0.2% | -1% | 76.3 |
| 74 |  $KLAC | KLA CORP | $685,359 | 0.2% | +3783% | 84.4 |
| 75 |  $HD | HOME DEPOT, INC. | $652,824 | 0.2% | -26% | 69.2 |
| 76 | — | ISHARES U S | $639,786 | 0.2% | -12% | — |
| 77 |  $GE | GENERAL ELECTRIC CO | $626,111 | 0.2% | +63% | 74.8 |
| 78 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $589,898 | 0.2% | -1% | 76.3 |
| 79 | — | ISHARES U S | $588,690 | 0.2% | -4% | — |
| 80 |  $RSG | REPUBLIC SERVICES, INC. | $564,449 | 0.2% | -8% | 72 |
| 81 |  $SHW | SHERWIN WILLIAMS CO | $537,314 | 0.1% | +0% | 65.3 |
| 82 |  $FIX | COMFORT SYSTEMS USA INC | $529,714 | 0.1% | NEW | 79.5 |
| 83 | — | ISHARES MSCI | $469,348 | 0.1% | -36% | — |
| 84 |  $APO | Apollo Global Management, Inc. | $469,180 | 0.1% | -7% | 55.7 |
| 85 | — | ISHARES A I | $449,799 | 0.1% | +20% | — |
| 86 | — | ISHARES MSCI | $440,286 | 0.1% | +3% | — |
| 87 | — | ISHARES ESG | $432,174 | 0.1% | -10% | — |
| 88 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $418,524 | 0.1% | -6% | 66.7 |
| 89 | — | ISHARES CORE | $395,273 | 0.1% | -7% | — |
| 90 | — | ISHARES TECHNOLOGY | $392,488 | 0.1% | -39% | — |
| 91 |  $IAU | ISHARES GOLD TRUST | $380,760 | 0.1% | -17% | — |
| 92 | — | ISHARES AAA | $378,626 | 0.1% | -35% | — |
| 93 | — | ISHARES CORE | $374,841 | 0.1% | -26% | — |
| 94 |  $JNJ | JOHNSON & JOHNSON | $372,754 | 0.1% | -7% | 72.8 |
| 95 |  $KKR | KKR & Co. Inc. | $367,360 | 0.1% | +3% | 49.8 |
| 96 | — | SCHWAB FUNDAMENTAL | $356,994 | 0.1% | -17% | — |
| 97 |  $CVX | CHEVRON CORP | $345,204 | 0.1% | +9% | 54.7 |
| 98 |  $CEG | Constellation Energy Corp | $343,311 | 0.1% | -5% | 62.5 |
| 99 | — | STATE STREET | $337,542 | 0.1% | -35% | — |
| 100 | — | ISHARES INVESTMENT | $334,022 | 0.1% | -26% | — |
| 101 | — | ISHARES U S | $320,670 | 0.1% | -21% | — |
| 102 |  $LPLA | LPL Financial Holdings Inc. | $313,766 | 0.1% | -3% | 61.8 |
| 103 |  $PEP | PEPSICO INC | $288,661 | 0.1% | +481% | 62.7 |
| 104 |  $HUBB | HUBBELL INC | $287,079 | 0.1% | NEW | 68.7 |
| 105 | — | ISHARES MSCI | $286,659 | 0.1% | -4% | — |
| 106 | — | ISHARES SHORT | $282,123 | 0.1% | -30% | — |
| 107 | — | ISHARES CORE | $279,657 | 0.1% | -5% | — |
| 108 |  $WMT | Walmart Inc. | $271,109 | 0.1% | -29% | 63.2 |
| 109 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $268,606 | 0.1% | +0% | — |
| 110 | — | ISHARES AAA | $267,314 | 0.1% | +2% | — |
| 111 | — | ISHARES RUSSELL | $255,946 | 0.1% | +4% | — |
| 112 |  $PGR | PROGRESSIVE CORP/OH/ | $251,524 | 0.1% | -70% | 83.6 |
| 113 | $GS | GOLDMAN SACHS GROUP INC | $250,150 | 0.1% | +5% | — |
| 114 | — | ISHARES RUSSELL | $248,166 | 0.1% | +16% | — |
| 115 | — | ISHARES HIGH | $237,242 | 0.1% | -15% | — |
| 116 |  $CRDO | Credo Technology Group Holding Ltd | $231,579 | 0.1% | +316% | — |
| 117 |  $GLD | SPDR GOLD TRUST | $228,914 | 0.1% | -85% | — |
| 118 |  $BIP | Brookfield Infrastructure Partners L.P. | $222,453 | 0.1% | -0% | — |
| 119 | — | ISHARES INTL | $218,835 | 0.1% | -51% | — |
| 120 |  $MRK | Merck & Co., Inc. | $212,914 | 0.1% | +0% | 70.9 |
| 121 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $211,850 | 0.1% | +0% | 63.7 |
| 122 |  $PG | PROCTER & GAMBLE Co | $208,282 | 0.1% | +139% | 72.9 |
| 123 |  $BRK.B | BERKSHIRE HATHAWAY INC | $199,348 | 0.1% | +11% | 64.5 |
| 124 |  $AMD | ADVANCED MICRO DEVICES INC | $195,903 | 0.1% | +16% | 78.8 |
| 125 |  $ARES | Ares Management Corp | $192,902 | 0.1% | +24% | 70.8 |
| 126 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $187,782 | 0.1% | +0% | 75.1 |
| 127 | — | PROFESSIONALLY MANAGED | $184,341 | 0.1% | +0% | — |
| 128 | — | FIDELITY HIGH | $177,272 | 0.1% | NEW | — |
| 129 | — | ISHARES JPMORGAN | $171,654 | 0.1% | -15% | — |
| 130 | — | JPMORGAN | $171,416 | 0.1% | -51% | — |
| 131 | — | STATE STREET | $165,324 | 0.1% | +28% | — |
| 132 | — | ISHARES INTL | $165,284 | 0.1% | -56% | — |
| 133 |  $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $165,110 | 0.1% | +2% | — |
| 134 | — | VANGUARD MEGA | $163,511 | 0.1% | +0% | — |
| 135 | — | ISHARES CORE | $148,395 | 0.0% | -6% | — |
| 136 |  $AXP | AMERICAN EXPRESS CO | $147,581 | 0.0% | +4% | 73.2 |
| 137 |  $ABBV | AbbVie Inc. | $145,318 | 0.0% | -1% | 59.3 |
| 138 |  $ANET | Arista Networks, Inc. | $145,248 | 0.0% | -6% | 86 |
| 139 |  $CIEN | CIENA CORP | $142,480 | 0.0% | +0% | 70.7 |
| 140 | — | ISHARES RUSSELL | $141,138 | 0.0% | +26% | — |
| 141 |  $RTX | RTX Corp | $139,843 | 0.0% | +51% | 70 |
| 142 | — | VANGUARD VALUE | $134,919 | 0.0% | +86% | — |
| 143 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $132,601 | 0.0% | +1% | 75.4 |
| 144 |  $UNP | UNION PACIFIC CORP | $132,077 | 0.0% | -5% | 74 |
| 145 | — | ISHARES S&P | $130,467 | 0.0% | +0% | — |
| 146 |  $BKNG | Booking Holdings Inc. | $128,642 | 0.0% | +3% | 55.3 |
| 147 |  $VRT | Vertiv Holdings Co | $128,070 | 0.0% | +25% | 82.7 |
| 148 |  $CSCO | CISCO SYSTEMS, INC. | $127,048 | 0.0% | -8% | 72.3 |
| 149 | — | ISHARES IBOXX | $122,178 | 0.0% | -9% | — |
| 150 |  $ET | Energy Transfer LP | $119,097 | 0.0% | +0% | 64.5 |
| 151 |  $TJX | TJX COMPANIES INC /DE/ | $118,531 | 0.0% | +15% | 70.7 |
| 152 | — | VANECK JPM | $118,494 | 0.0% | +102% | — |
| 153 |  $BDX | BECTON DICKINSON & CO | $115,955 | 0.0% | +0% | 50.7 |
| 154 | — | VANGUARD FTSE | $112,461 | 0.0% | NEW | — |
| 155 | — | VANGUARD INDUSTRIALS | $112,399 | 0.0% | +0% | — |
| 156 |  $__PARK_1390777 | Bank of New York Mellon Corp | $108,102 | 0.0% | -9% | 36.7 |
| 157 | — | ISHARES CORE | $105,697 | 0.0% | -47% | — |
| 158 |  $PDI | PIMCO Dynamic Income Fund | $101,809 | 0.0% | -4% | — |
| 159 | — | ISHARES 7-10YR | $100,403 | 0.0% | -34% | — |
| 160 |  $PFH | PRUDENTIAL FINANCIAL INC | $97,309 | 0.0% | +0% | 58.6 |
| 161 | — | STATE STREET | $95,907 | 0.0% | +12% | — |
| 162 |  $ROST | ROSS STORES, INC. | $92,536 | 0.0% | +0% | 71.5 |
| 163 |  $INTC | INTEL CORP | $90,996 | 0.0% | -4% | 41.5 |
| 164 | — | ISHARES CORE | $90,390 | 0.0% | -34% | — |
| 165 |  $ADP | AUTOMATIC DATA PROCESSING INC | $89,640 | 0.0% | -18% | 77.9 |
| 166 | — | STATE STREET | $89,408 | 0.0% | +10% | — |
| 167 |  $CRWV | CoreWeave, Inc. | $89,244 | 0.0% | -11% | 46.5 |
| 168 |  $DIS | Walt Disney Co | $88,670 | 0.0% | +0% | 68.9 |
| 169 |  $UGI | UGI CORP /PA/ | $87,809 | 0.0% | NEW | 70.3 |
| 170 |  $KODK | EASTMAN KODAK CO | $85,975 | 0.0% | +0% | 32 |
| 171 | — | ISHARES 0-5 | $85,848 | 0.0% | -39% | — |
| 172 |  $PM | Philip Morris International Inc. | $85,287 | 0.0% | -6% | 80.5 |
| 173 |  $CTVA | Corteva, Inc. | $84,855 | 0.0% | +20% | 48.4 |
| 174 | — | ISHARES 20 | $84,234 | 0.0% | -47% | — |
| 175 |  $SPG | SIMON PROPERTY GROUP INC. | $83,885 | 0.0% | +1% | 76.9 |
| 176 | — | ISHARES U S | $82,718 | 0.0% | +2% | — |
| 177 | — | ISHARES SHORT | $81,153 | 0.0% | -57% | — |
| 178 | $IVZ | Invesco Ltd. | $80,360 | 0.0% | +0% | — |
| 179 |  $GME | GameStop Corp. | $79,834 | 0.0% | +0% | 60.6 |
| 180 |  $GSK | GSK plc | $79,542 | 0.0% | +0% | — |
| 181 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $78,560 | 0.0% | +0% | 60.5 |
| 182 |  $XOM | EXXON MOBIL CORP | $78,206 | 0.0% | -63% | 61.8 |
| 183 |  $HON | HONEYWELL INTERNATIONAL INC | $76,841 | 0.0% | +1% | 65.7 |
| 184 |  $AMAT | APPLIED MATERIALS INC /DE | $76,220 | 0.0% | +3% | 74.8 |
| 185 |  $GBTC | Grayscale Bitcoin Trust ETF | $74,761 | 0.0% | +0% | — |
| 186 |  $SIVR | abrdn Silver ETF Trust | $71,682 | 0.0% | -96% | — |
| 187 |  $HWM | Howmet Aerospace Inc. | $71,012 | 0.0% | +27% | 79.1 |
| 188 |  $NDMO | Nuveen Dynamic Municipal Opportunities Fund | $70,745 | 0.0% | +0% | — |
| 189 | — | ISHARES TREASURY | $70,231 | 0.0% | -53% | — |
| 190 | — | VANGUARD UTILITIES | $68,358 | 0.0% | +0% | — |
| 191 |  $ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $68,350 | 0.0% | +0% | — |
| 192 |  $TGT | TARGET CORP | $67,024 | 0.0% | +0% | 53.1 |
| 193 |  $LRCX | LAM RESEARCH CORP | $66,734 | 0.0% | +0% | 82.4 |
| 194 | — | ISHARES SYSTEMATIC | $65,949 | 0.0% | +326% | — |
| 195 | — | ISHARES MSCI | $65,917 | 0.0% | -55% | — |
| 196 | — | ISHARES RUSSELL | $64,955 | 0.0% | +71% | — |
| 197 |  $MO | ALTRIA GROUP, INC. | $64,561 | 0.0% | -9% | 72.1 |
| 198 | — | ISHARES CORE | $62,242 | 0.0% | NEW | — |
| 199 |  $WCN | Waste Connections, Inc. | $60,366 | 0.0% | +0% | — |
| 200 | — | VANGUARD TOTAL | $59,869 | 0.0% | +511% | — |
| 201 |  $T | AT&T INC. | $59,575 | 0.0% | -1% | 71.9 |
| 202 | $IVZ | Invesco Ltd. | $59,456 | 0.0% | +0% | — |
| 203 |  $RGTI | Rigetti Computing, Inc. | $57,913 | 0.0% | +0% | 8.1 |
| 204 | — | ISHARES RUSSELL | $57,830 | 0.0% | -24% | — |
| 205 |  $O | REALTY INCOME CORP | $57,070 | 0.0% | +0% | 74.6 |
| 206 |  $SYY | SYSCO CORP | $57,064 | 0.0% | +0% | 58.4 |
| 207 | — | VANGUARD INTERMEDIATE | $56,977 | 0.0% | +20% | — |
| 208 |  $MPLX | MPLX LP | $56,975 | 0.0% | +0% | 76.5 |
| 209 |  $SPHR | Sphere Entertainment Co. | $56,703 | 0.0% | +38% | 50.3 |
| 210 |  $F | FORD MOTOR CO | $56,491 | 0.0% | +0% | 58.5 |
| 211 |  $STLD | STEEL DYNAMICS INC | $54,000 | 0.0% | +0% | 56 |
| 212 |  $HPQ | HP INC | $52,405 | 0.0% | +0% | 58.9 |
| 213 | — | GOLDMAN SACHS | $50,838 | 0.0% | +32% | — |
| 214 |  $ICE | Intercontinental Exchange, Inc. | $50,644 | 0.0% | +0% | 73.8 |
| 215 |  $YUM | YUM BRANDS INC | $49,910 | 0.0% | -3% | 71.7 |
| 216 | — | VANGUARD MEGA | $48,558 | 0.0% | +0% | — |
| 217 |  $TXN | TEXAS INSTRUMENTS INC | $48,535 | 0.0% | +0% | 70.4 |
| 218 |  $QSR | Restaurant Brands International Inc. | $48,405 | 0.0% | +0% | 71.2 |
| 219 |  $IONQ | IonQ, Inc. | $48,378 | 0.0% | +0% | 32.8 |
| 220 | — | ISHARES CONV | $47,434 | 0.0% | -45% | — |
| 221 | — | ISHARES U S | $47,064 | 0.0% | +0% | — |
| 222 | — | ISHARES GLOBAL | $46,498 | 0.0% | -28% | — |
| 223 |  $BAC | BANK OF AMERICA CORP /DE/ | $46,082 | 0.0% | +0% | 68.4 |
| 224 | — | VANGUARD SMALL | $45,286 | 0.0% | +47% | — |
| 225 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $44,898 | 0.0% | +0% | 66.4 |
| 226 |  $SRE | SEMPRA | $44,790 | 0.0% | +1% | 47.6 |
| 227 |  $GM | General Motors Co | $44,253 | 0.0% | +0% | 58.7 |
| 228 |  $UBER | Uber Technologies, Inc | $44,165 | 0.0% | -10% | 79.3 |
| 229 | — | JPMORGAN | $44,156 | 0.0% | -11% | — |
| 230 | — | VANGUARD TOTAL | $43,918 | 0.0% | NEW | — |
| 231 |  $MMM | 3M CO | $43,569 | 0.0% | +0% | 60.7 |
| 232 |  $IBIT | iShares Bitcoin Trust ETF | $43,568 | 0.0% | +13% | — |
| 233 |  $DPZ | DOMINOS PIZZA INC | $43,254 | 0.0% | -50% | 69.8 |
| 234 | — | STATE STREET | $43,044 | 0.0% | -18% | — |
| 235 |  $BA | BOEING CO | $42,648 | 0.0% | -42% | 51.8 |
| 236 |  $THC | TENET HEALTHCARE CORP | $41,894 | 0.0% | +0% | 66.6 |
| 237 |  $OKLO | Oklo Inc. | $41,705 | 0.0% | +0% | — |
| 238 |  $MELI | MERCADOLIBRE INC | $41,496 | 0.0% | -23% | 77.5 |
| 239 |  $CSX | CSX CORP | $41,478 | 0.0% | +0% | 66.4 |
| 240 |  $WFC | WELLS FARGO & COMPANY/MN | $40,840 | 0.0% | +3% | — |
| 241 |  $ALL | ALLSTATE CORP | $40,584 | 0.0% | +1% | 76.6 |
| 242 | — | ISHARES CORE | $40,476 | 0.0% | +1% | — |
| 243 |  $UHT | UNIVERSAL HEALTH REALTY INCOME TRUST | $40,470 | 0.0% | +0% | 54.6 |
| 244 |  $CAVA | CAVA GROUP, INC. | $40,450 | 0.0% | -6% | 62.7 |
| 245 | — | STATE STREET | $39,630 | 0.0% | +1% | — |
| 246 | — | ISHARES MSCI | $39,485 | 0.0% | -41% | — |
| 247 |  $CARR | CARRIER GLOBAL Corp | $39,235 | 0.0% | -9% | 61.5 |
| 248 | — | STATE STREET | $38,884 | 0.0% | +0% | — |
| 249 |  $BSX | BOSTON SCIENTIFIC CORP | $37,901 | 0.0% | +0% | 79.9 |
| 250 |  $BIPC | Brookfield Infrastructure Corp | $36,938 | 0.0% | +1% | — |
| 251 | — | VANGUARD FSTE | $36,484 | 0.0% | +1150% | — |
| 252 |  $TRV | TRAVELERS COMPANIES, INC. | $36,460 | 0.0% | +0% | 71.5 |
| 253 |  $SHOP | SHOPIFY INC. | $36,060 | 0.0% | +1% | — |
| 254 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $35,988 | 0.0% | +0% | 54.8 |
| 255 |  $ED | CONSOLIDATED EDISON INC | $35,322 | 0.0% | +0% | 71.6 |
| 256 |  $SOFI | SoFi Technologies, Inc. | $35,254 | 0.0% | +0% | 53.8 |
| 257 |  $RKLB | Rocket Lab Corp | $35,192 | 0.0% | +398% | 37.2 |
| 258 |  $CHWY | Chewy, Inc. | $34,641 | 0.0% | +0% | 61.3 |
| 259 |  $PSX | Phillips 66 | $34,614 | 0.0% | +0% | 47.6 |
| 260 |  $ORCL | ORACLE CORP | $34,449 | 0.0% | +4% | 67.2 |
| 261 | $IVZ | Invesco Ltd. | $34,222 | 0.0% | +0% | — |
| 262 |  $CB | Chubb Ltd | $33,897 | 0.0% | +4% | — |
| 263 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $33,572 | 0.0% | +11% | — |
| 264 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $32,330 | 0.0% | +0% | — |
| 265 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $32,011 | 0.0% | -41% | — |
| 266 | — | ISHARES CURRENCY | $31,957 | 0.0% | -28% | — |
| 267 |  $CCZ | COMCAST CORP | $31,811 | 0.0% | +4% | 70.4 |
| 268 |  $TKO | TKO Group Holdings, Inc. | $31,582 | 0.0% | +0% | 73.1 |
| 269 |  $UNH | UNITEDHEALTH GROUP INC | $31,263 | 0.0% | -14% | 66.8 |
| 270 |  $NEE | NEXTERA ENERGY INC | $31,115 | 0.0% | +0% | 71.7 |
| 271 | — | ISHARES DEFENSE | $30,822 | 0.0% | NEW | — |
| 272 |  $GEHC | GE HealthCare Technologies Inc. | $30,408 | 0.0% | +0% | 58.2 |
| 273 |  $UPS | UNITED PARCEL SERVICE INC | $30,155 | 0.0% | -32% | 58.2 |
| 274 |  $KTOS | KRATOS DEFENSE & SECURITY SOLUTIONS, INC. | $30,108 | 0.0% | +288% | 48 |
| 275 |  $PFE | PFIZER INC | $29,905 | 0.0% | +0% | 69 |
| 276 |  $BTI | British American Tobacco p.l.c. | $29,586 | 0.0% | +21% | — |
| 277 |  $WAT | WATERS CORP /DE/ | $29,482 | 0.0% | NEW | 69.9 |
| 278 |  $OKE | ONEOK INC /NEW/ | $29,135 | 0.0% | +1% | 72 |
| 279 |  $OTIS | Otis Worldwide Corp | $29,093 | 0.0% | -12% | 60.3 |
| 280 |  $MSI | Motorola Solutions, Inc. | $29,076 | 0.0% | +0% | 73.8 |
| 281 | — | STATE STREET | $29,050 | 0.0% | +0% | — |
| 282 |  $LOW | LOWES COMPANIES INC | $29,022 | 0.0% | +0% | 63.5 |
| 283 | — | ISHARES DYNAMIC | $28,832 | 0.0% | NEW | — |
| 284 |  $LH | LABCORP HOLDINGS INC. | $27,215 | 0.0% | +0% | 54.8 |
| 285 |  $SNY | Sanofi | $26,836 | 0.0% | +0% | — |
| 286 |  $VLO | VALERO ENERGY CORP/TX | $26,728 | 0.0% | +0% | 51.4 |
| 287 |  $AMGN | AMGEN INC | $26,389 | 0.0% | -24% | 79.5 |
| 288 |  $MRVL | Marvell Technology, Inc. | $26,248 | 0.0% | -63% | 77.3 |
| 289 |  $BP | BP PLC | $26,132 | 0.0% | +0% | — |
| 290 |  $COP | CONOCOPHILLIPS | $25,608 | 0.0% | +0% | 74.8 |
| 291 |  $UI | Ubiquiti Inc. | $25,289 | 0.0% | NEW | 83.1 |
| 292 |  $IRM | IRON MOUNTAIN INC | $25,229 | 0.0% | -2% | 50.7 |
| 293 |  $COIN | Coinbase Global, Inc. | $25,143 | 0.0% | +0% | 68 |
| 294 |  $RGA | REINSURANCE GROUP OF AMERICA INC | $25,111 | 0.0% | +0% | 53.3 |
| 295 |  $CIM | CHIMERA INVESTMENT CORP | $25,068 | 0.0% | +3% | — |
| 296 |  $CROX | Crocs, Inc. | $24,906 | 0.0% | +0% | 42.1 |
| 297 | — | VANGUARD MORTGAGE | $24,602 | 0.0% | +1915% | — |
| 298 |  $CQP | Cheniere Energy Partners, L.P. | $24,573 | 0.0% | +0% | 74.1 |
| 299 |  $KMB | KIMBERLY CLARK CORP | $24,557 | 0.0% | +2% | 61.7 |
| 300 | — | ISHARES MSCI | $24,457 | 0.0% | -36% | — |
| 301 |  $VMO | Invesco Municipal Opportunity Trust | $24,412 | 0.0% | +0% | — |
| 302 |  $HLN | Haleon plc | $24,207 | 0.0% | +0% | — |
| 303 |  $SONY | Sony Group Corp | $24,012 | 0.0% | +0% | — |
| 304 |  $INTU | INTUIT INC. | $23,883 | 0.0% | -98% | 82 |
| 305 |  $GD | GENERAL DYNAMICS CORP | $23,149 | 0.0% | +6% | 73 |
| 306 |  $AGX | ARGAN INC | $22,923 | 0.0% | +0% | 79.2 |
| 307 | — | SCHWAB CORE | $22,891 | 0.0% | NEW | — |
| 308 |  $EME | EMCOR Group, Inc. | $22,888 | 0.0% | -91% | 71.7 |
| 309 | — | VANGUARD INTERMEDIATE | $22,459 | 0.0% | NEW | — |
| 310 |  $VZ | VERIZON COMMUNICATIONS INC | $22,323 | 0.0% | -48% | 71.6 |
| 311 |  $PANW | Palo Alto Networks Inc | $21,964 | 0.0% | -86% | 66.5 |
| 312 | — | ISHARES U S | $21,882 | 0.0% | -43% | — |
| 313 | — | ISHARES GENOMICS | $21,788 | 0.0% | +0% | — |
| 314 |  $CI | Cigna Group | $21,340 | 0.0% | +0% | 66.8 |
| 315 |  $BEPC | Brookfield Renewable Corp | $21,284 | 0.0% | +0% | — |
| 316 |  $MNST | Monster Beverage Corp | $21,158 | 0.0% | +0% | 77 |
| 317 | — | GLOBAL X | $21,015 | 0.0% | +0% | — |
| 318 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $20,920 | 0.0% | +0% | 67.3 |
| 319 |  $SHEL | Shell plc | $20,832 | 0.0% | +0% | — |
| 320 |  $SPH | SUBURBAN PROPANE PARTNERS LP | $20,718 | 0.0% | +0% | 74.7 |
| 321 |  $FTV | Fortive Corp | $20,619 | 0.0% | +0% | 55.9 |
| 322 |  $BROS | Dutch Bros Inc. | $20,264 | 0.0% | +0% | 65.9 |
| 323 | $IVZ | Invesco Ltd. | $20,177 | 0.0% | -64% | — |
| 324 |  $CORT | CORCEPT THERAPEUTICS INC | $20,155 | 0.0% | +0% | 55.4 |
| 325 | — | ARK NEXT | $20,021 | 0.0% | +0% | — |
| 326 |  $SGOL | abrdn Gold ETF Trust | $19,900 | 0.0% | +0% | — |
| 327 |  $UEC | URANIUM ENERGY CORP | $19,872 | 0.0% | +0% | 17.8 |
| 328 |  $BBAI | BigBear.ai Holdings, Inc. | $19,804 | 0.0% | +0% | 12.7 |
| 329 | — | JPMORGAN BETABUILDERS | $19,478 | 0.0% | -7% | — |
| 330 |  $MDT | Medtronic plc | $19,150 | 0.0% | +0% | — |
| 331 | — | ISHARES ESG | $19,036 | 0.0% | +0% | — |
| 332 |  $LITE | Lumentum Holdings Inc. | $18,975 | 0.0% | NEW | 63.4 |
| 333 | — | JPMORGAN BETABUILDERS | $18,866 | 0.0% | -45% | — |
| 334 |  $SAM | BOSTON BEER CO INC | $18,432 | 0.0% | +0% | 42.5 |
| 335 |  $LPX | LOUISIANA-PACIFIC CORP | $18,403 | 0.0% | +0% | 50.7 |
| 336 |  $DOW | DOW INC. | $18,377 | 0.0% | +121% | 38 |
| 337 |  $ENB | ENBRIDGE INC | $18,362 | 0.0% | +0% | — |
| 338 |  $TXRH | Texas Roadhouse, Inc. | $18,210 | 0.0% | +0% | 68 |
| 339 |  $MDLZ | Mondelez International, Inc. | $18,041 | 0.0% | +4% | 53.9 |
| 340 | — | ISHARES TRUST | $18,018 | 0.0% | -40% | — |
| 341 |  $MIST | Milestone Pharmaceuticals Inc. | $17,850 | 0.0% | NEW | — |
| 342 |  $GILD | GILEAD SCIENCES, INC. | $17,816 | 0.0% | +6% | 77.8 |
| 343 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $17,702 | 0.0% | +0% | 54.6 |
| 344 | — | MAIN SECTOR | $17,518 | 0.0% | NEW | — |
| 345 | — | ISHARES LARGE | $17,451 | 0.0% | NEW | — |
| 346 |  $C | CITIGROUP INC | $17,352 | 0.0% | -40% | 54.8 |
| 347 |  $FOXA | Fox Corp | $16,994 | 0.0% | +0% | 65.1 |
| 348 | — | ISHARES CORE | $16,949 | 0.0% | NEW | — |
| 349 | — | VANECK URANIUM | $16,922 | 0.0% | +0% | — |
| 350 | — | ISHARES BIOTECHNOLOGY | $16,885 | 0.0% | +0% | — |
| 351 |  $CW | CURTISS WRIGHT CORP | $16,474 | 0.0% | +0% | 70.7 |
| 352 |  $AJG | Arthur J. Gallagher & Co. | $16,460 | 0.0% | +6% | 72.1 |
| 353 | — | ARK BLOCKCHAIN | $16,078 | 0.0% | +0% | — |
| 354 |  $CPAY | CORPAY, INC. | $16,004 | 0.0% | +0% | 67.1 |
| 355 |  $FUBO | FuboTV Inc. | $15,864 | 0.0% | -92% | 45.7 |
| 356 | — | SCHWAB US | $15,701 | 0.0% | NEW | — |
| 357 | — | ISHARES FALLEN | $15,685 | 0.0% | +0% | — |
| 358 |  $ALLE | Allegion plc | $15,401 | 0.0% | +0% | — |
| 359 |  $SBUX | STARBUCKS CORP | $15,320 | 0.0% | -4% | 54.6 |
| 360 |  $UL | UNILEVER PLC | $15,268 | 0.0% | +0% | — |
| 361 |  $AXTA | Axalta Coating Systems Ltd. | $15,069 | 0.0% | +0% | — |
| 362 |  $MFC | MANULIFE FINANCIAL CORP | $14,979 | 0.0% | +1% | — |
| 363 | $META | Meta Platforms, Inc. | $14,976 | 0.0% | NEW | 80.9 |
| 364 |  $GIS | GENERAL MILLS INC | $14,888 | 0.0% | +0% | 64.1 |
| 365 |  $LVS | LAS VEGAS SANDS CORP | $14,871 | 0.0% | +0% | 73.7 |
| 366 |  $RIOT | Riot Platforms, Inc. | $14,647 | 0.0% | +0% | 51.3 |
| 367 | — | SCHWAB US | $14,604 | 0.0% | NEW | — |
| 368 | — | ISHARES GSCI | $14,437 | 0.0% | -44% | — |
| 369 | — | JPMORGAN | $14,399 | 0.0% | +0% | — |
| 370 |  $MET | METLIFE INC | $14,364 | 0.0% | -55% | 73.9 |
| 371 | — | ISHARES U S | $14,185 | 0.0% | -46% | — |
| 372 |  $FNF | Fidelity National Financial, Inc. | $14,146 | 0.0% | +0% | 69.7 |
| 373 |  $DLTR | DOLLAR TREE, INC. | $14,127 | 0.0% | +0% | 53.2 |
| 374 |  $ECHO | EchoStar CORP | $14,048 | 0.0% | +0% | 29.5 |
| 375 | — | JPMORGAN GLOBAL | $13,771 | 0.0% | -53% | — |
| 376 |  $RDDT | Reddit, Inc. | $13,465 | 0.0% | +0% | 79.3 |
| 377 |  $VOYA | Voya Financial, Inc. | $13,459 | 0.0% | +0% | 62.4 |
| 378 | — | STATE STREET | $13,345 | 0.0% | +0% | — |
| 379 |  $TRP | TC ENERGY CORP | $13,146 | 0.0% | +5% | — |
| 380 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $13,000 | 0.0% | +0% | 66.3 |
| 381 |  $VEEV | VEEVA SYSTEMS INC | $12,999 | 0.0% | +0% | 77.8 |
| 382 | — | STATE STREET | $12,901 | 0.0% | NEW | — |
| 383 |  $TER | TERADYNE, INC | $12,753 | 0.0% | NEW | 74.6 |
| 384 |  $BMY | BRISTOL MYERS SQUIBB CO | $12,622 | 0.0% | +0% | 70.1 |
| 385 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $12,496 | 0.0% | +0% | 70.8 |
| 386 |  $NET | Cloudflare, Inc. | $12,380 | 0.0% | +0% | 52.6 |
| 387 | — | ISHARES RUSSELL | $12,084 | 0.0% | +0% | — |
| 388 | — | STATE STREET | $12,083 | 0.0% | NEW | — |
| 389 | — | ISHARES ESG | $12,048 | 0.0% | +0% | — |
| 390 |  $DE | DEERE & CO | $11,904 | 0.0% | +0% | 57.4 |
| 391 |  $AGNC | AGNC Investment Corp. | $11,864 | 0.0% | -4% | — |
| 392 | — | ISHARES RUSSELL | $11,755 | 0.0% | +0% | — |
| 393 |  $SAFE | Safehold Inc. | $11,696 | 0.0% | +1% | 55.3 |
| 394 | — | ISHARES INTL | $11,661 | 0.0% | +0% | — |
| 395 |  $WBD | Warner Bros. Discovery, Inc. | $11,588 | 0.0% | +179% | 42.1 |
| 396 |  $APP | AppLovin Corp | $11,542 | 0.0% | +0% | 86.8 |
| 397 |  $ARCC | ARES CAPITAL CORP | $11,497 | 0.0% | +0% | — |
| 398 |  $ELV | Elevance Health, Inc. | $11,417 | 0.0% | +0% | 59.4 |
| 399 | — | STATE STREET | $11,333 | 0.0% | -37% | — |
| 400 | — | VANGUARD CORE | $11,102 | 0.0% | NEW | — |
| 401 |  $BLK | BlackRock, Inc. | $10,799 | 0.0% | -31% | 70.3 |
| 402 |  $NDAQ | NASDAQ, INC. | $10,781 | 0.0% | +0% | 78.5 |
| 403 |  $Q | Qnity Electronics, Inc. | $10,618 | 0.0% | +84% | — |
| 404 |  $SDA | SunCar Technology Group Inc. | $10,597 | 0.0% | +0% | 45.1 |
| 405 | — | ISHARES GLOBAL | $10,543 | 0.0% | -46% | — |
| 406 |  $NVO | NOVO NORDISK A S | $10,511 | 0.0% | +0% | — |
| 407 | — | AVANTIS EMERGING | $10,483 | 0.0% | NEW | — |
| 408 | — | ISHARES U S | $10,463 | 0.0% | +0% | — |
| 409 | — | JPMORGAN BETABUILDERS | $10,456 | 0.0% | -38% | — |
| 410 |  $WT | WisdomTree, Inc. | $10,402 | 0.0% | +0% | 62.9 |
| 411 | — | ISHARES MORTGAGE | $10,353 | 0.0% | NEW | — |
| 412 |  $MRNA | Moderna, Inc. | $10,160 | 0.0% | +0% | 15.9 |
| 413 |  $WY | WEYERHAEUSER CO | $10,138 | 0.0% | +0% | 52.9 |
| 414 | — | ISHARES GLOBAL | $9,997 | 0.0% | +0% | — |
| 415 |  $SMR | NUSCALE POWER Corp | $9,875 | 0.0% | NEW | 26.6 |
| 416 |  $YUMC | Yum China Holdings, Inc. | $9,756 | 0.0% | +0% | 65.2 |
| 417 |  $CHPT | ChargePoint Holdings, Inc. | $9,720 | 0.0% | +0% | 14.9 |
| 418 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $9,618 | 0.0% | +0% | 65.9 |
| 419 | — | ALERIAN MLP | $9,521 | 0.0% | +34% | — |
| 420 | — | VANGUARD REAL | $9,492 | 0.0% | +1238% | — |
| 421 |  $FLG | FLAGSTAR BANK, NATIONAL ASSOCIATION | $9,403 | 0.0% | +0% | — |
| 422 |  $BBT | Beacon Financial Corp | $9,270 | 0.0% | +0% | 46.9 |
| 423 | — | STATE STREET | $9,154 | 0.0% | NEW | — |
| 424 |  $KDP | Keurig Dr Pepper Inc. | $9,110 | 0.0% | +0% | 63.1 |
| 425 |  $JOBY | Joby Aviation, Inc. | $9,086 | 0.0% | +0% | 28.7 |
| 426 |  $PLUG | PLUG POWER INC | $9,040 | 0.0% | +0% | 18.8 |
| 427 |  $PENN | PENN Entertainment, Inc. | $8,838 | 0.0% | +0% | 44.8 |
| 428 | — | GLOBAL X | $8,820 | 0.0% | +2% | — |
| 429 | $WT | WisdomTree, Inc. | $8,737 | 0.0% | +57% | 62.9 |
| 430 |  $DOV | DOVER Corp | $8,641 | 0.0% | +0% | 63.1 |
| 431 |  $PTON | PELOTON INTERACTIVE, INC. | $8,580 | 0.0% | +0% | 41.6 |
| 432 | — | ISHARES CORE | $8,503 | 0.0% | NEW | — |
| 433 |  $DD | DuPont de Nemours, Inc. | $8,490 | 0.0% | +85% | 31.1 |
| 434 |  $NYT | NEW YORK TIMES CO | $8,480 | 0.0% | +0% | 71.3 |
| 435 |  $SNPS | SYNOPSYS INC | $8,326 | 0.0% | +0% | 63.1 |
| 436 |  $LIN | LINDE PLC | $8,212 | 0.0% | +31% | — |
| 437 | — | XTRACKERS RUSSELL | $8,200 | 0.0% | NEW | — |
| 438 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $8,124 | 0.0% | +0% | 77.6 |
| 439 | — | ARK SPACE | $7,896 | 0.0% | +797% | — |
| 440 | — | GLOBAL X | $7,490 | 0.0% | +0% | — |
| 441 |  $COF | CAPITAL ONE FINANCIAL CORP | $7,480 | 0.0% | +0% | 71 |
| 442 | — | ISHARES RUSSELL | $7,414 | 0.0% | +0% | — |
| 443 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $7,391 | 0.0% | +2% | 71.5 |
| 444 |  $VIK | Viking Holdings Ltd | $7,348 | 0.0% | +0% | — |
| 445 |  $NU | Nu Holdings Ltd. | $7,185 | 0.0% | +0% | — |
| 446 |  $CVS | CVS HEALTH Corp | $7,182 | 0.0% | +0% | 51.3 |
| 447 |  $DELL | Dell Technologies Inc. | $7,125 | 0.0% | -70% | 76 |
| 448 |  $BLNK | Blink Charging Co. | $7,086 | 0.0% | +0% | 12.2 |
| 449 |  $SXC | SunCoke Energy, Inc. | $7,061 | 0.0% | +0% | 40.5 |
| 450 | — | ISHARES GLOBAL | $6,904 | 0.0% | +0% | — |
| 451 | — | ISHARES RUSSELL | $6,904 | 0.0% | NEW | — |
| 452 | — | VICTORYSHARES FREE | $6,839 | 0.0% | NEW | — |
| 453 |  $SOLS | Solstice Advanced Materials Inc. | $6,785 | 0.0% | +0% | — |
| 454 |  $DAL | DELTA AIR LINES, INC. | $6,648 | 0.0% | +0% | 64.4 |
| 455 |  $CRWD | CrowdStrike Holdings, Inc. | $6,637 | 0.0% | -80% | 55 |
| 456 |  $CUBB | Customers Bancorp, Inc. | $6,594 | 0.0% | +0% | — |
| 457 | — | ISHARES TIPS | $6,511 | 0.0% | NEW | — |
| 458 |  $PSA | Public Storage | $6,501 | 0.0% | +0% | 73.9 |
| 459 |  $BBY | BEST BUY CO INC | $6,420 | 0.0% | +0% | 51.5 |
| 460 | — | SCHWAB US | $6,398 | 0.0% | +0% | — |
| 461 |  $BABA | Alibaba Group Holding Ltd | $6,392 | 0.0% | -72% | — |
| 462 |  $ADI | ANALOG DEVICES INC | $6,363 | 0.0% | +0% | 76.2 |
| 463 |  $ARM | ARM HOLDINGS PLC /UK | $6,354 | 0.0% | -37% | — |
| 464 | — | STATE STREET | $6,185 | 0.0% | +0% | — |
| 465 |  $CAMT | CAMTEK LTD | $6,143 | 0.0% | +0% | — |
| 466 | — | T ROWE | $5,975 | 0.0% | NEW | — |
| 467 |  $HUM | HUMANA INC | $5,895 | 0.0% | +0% | 82 |
| 468 |  $EOG | EOG RESOURCES INC | $5,886 | 0.0% | +3% | 71.1 |
| 469 |  $XYZ | Block, Inc. | $5,838 | 0.0% | +0% | 60.3 |
| 470 | — | VANGUARD SMALL | $5,743 | 0.0% | NEW | — |
| 471 |  $MKL | MARKEL GROUP INC. | $5,742 | 0.0% | +0% | 68.2 |
| 472 | — | STATE STREET | $5,675 | 0.0% | +0% | — |
| 473 | — | VANGUARD SMALL | $5,649 | 0.0% | NEW | — |
| 474 |  $AFRM | Affirm Holdings, Inc. | $5,636 | 0.0% | +0% | 71.7 |
| 475 |  $TM | TOYOTA MOTOR CORP/ | $5,635 | 0.0% | +0% | — |
| 476 | — | ARK INNOVATION | $5,619 | 0.0% | +0% | — |
| 477 |  $CTO | CTO Realty Growth, Inc. | $5,547 | 0.0% | +0% | 46.6 |
| 478 |  $LLY | ELI LILLY & Co | $5,519 | 0.0% | NEW | 89.3 |
| 479 | $WT | WisdomTree, Inc. | $5,516 | 0.0% | +0% | 62.9 |
| 480 | — | VANECK CLO | $5,449 | 0.0% | NEW | — |
| 481 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $5,409 | 0.0% | +0% | 69.5 |
| 482 | — | STATE STREET | $5,403 | 0.0% | +0% | — |
| 483 | — | ISHARES 1-5 | $5,256 | 0.0% | +0% | — |
| 484 | — | PIMCO ENHANCED | $5,185 | 0.0% | NEW | — |
| 485 |  $SNAP | Snap Inc | $5,175 | 0.0% | +0% | 46.8 |
| 486 |  $ACHR | Archer Aviation Inc. | $5,170 | 0.0% | +0% | 25 |
| 487 |  $RAL | Ralliant Corp | $5,157 | 0.0% | +0% | 36.3 |
| 488 |  $STX | Seagate Technology Holdings plc | $5,093 | 0.0% | NEW | — |
| 489 | — | STRATEGY NASDAQ | $5,020 | 0.0% | +2% | — |
| 490 |  $AZN | ASTRAZENECA PLC | $4,931 | 0.0% | -50% | — |
| 491 | — | PROSHARES S&P | $4,900 | 0.0% | NEW | — |
| 492 |  $MOV | MOVADO GROUP INC | $4,884 | 0.0% | +0% | 44 |
| 493 |  $WDC | WESTERN DIGITAL CORP | $4,869 | 0.0% | NEW | 76.8 |
| 494 |  $EQT | EQT Corp | $4,837 | 0.0% | +0% | 83.3 |
| 495 |  $VALE | Vale S.A. | $4,773 | 0.0% | +0% | — |
| 496 |  $KD | Kyndryl Holdings, Inc. | $4,762 | 0.0% | -2% | 46 |
| 497 | $WT | WisdomTree, Inc. | $4,676 | 0.0% | +0% | 62.9 |
| 498 |  $SLDE | Slide Insurance Holdings, Inc. | $4,608 | 0.0% | +0% | 51.3 |
| 499 | — | SCHWAB HIGH | $4,550 | 0.0% | NEW | — |
| 500 |  $KSS | KOHLS Corp | $4,515 | 0.0% | +0% | 47 |
| 501 |  $PCG | PG&E Corp | $4,480 | 0.0% | NEW | 59.3 |
| 502 |  $BITW | Bitwise 10 Crypto Index ETF | $4,461 | 0.0% | +0% | — |
| 503 | — | STATE STREET | $4,427 | 0.0% | NEW | — |
| 504 | $BAH | Booz Allen Hamilton Holding Corp | $4,370 | 0.0% | +0% | 65.5 |
| 505 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $4,230 | 0.0% | +0% | — |
| 506 | — | VANECK HIGH | $4,212 | 0.0% | +0% | — |
| 507 | — | JPMORGAN REALTY | $4,150 | 0.0% | +0% | — |
| 508 | — | ISHARES HIGH | $4,140 | 0.0% | -78% | — |
| 509 | — | ISHARES MSCI | $3,884 | 0.0% | NEW | — |
| 510 |  $MNKD | MANNKIND CORP | $3,847 | 0.0% | +0% | 44.4 |
| 511 |  $HIVE | HIVE Digital Technologies Ltd. | $3,846 | 0.0% | NEW | — |
| 512 |  $DX | DYNEX CAPITAL INC | $3,828 | 0.0% | +0% | — |
| 513 | — | USCF SUMMERHAVEN | $3,814 | 0.0% | NEW | — |
| 514 |  $SNDK | Sandisk Corp | $3,812 | 0.0% | NEW | 88.8 |
| 515 |  $CBRE | CBRE GROUP, INC. | $3,793 | 0.0% | +0% | 62.9 |
| 516 |  $GIL | Gildan Activewear Inc. | $3,763 | 0.0% | +0% | — |
| 517 | — | PROSHARES S&P | $3,739 | 0.0% | NEW | — |
| 518 |  $FTNT | Fortinet, Inc. | $3,677 | 0.0% | +0% | 78.1 |
| 519 |  $BIIB | BIOGEN INC. | $3,667 | 0.0% | +0% | 65.6 |
| 520 |  $HQH | abrdn Healthcare Investors | $3,665 | 0.0% | +3% | — |
| 521 |  $VTS | Vitesse Energy, Inc. | $3,632 | 0.0% | +0% | 45.5 |
| 522 | — | ISHARES CURRENCY | $3,627 | 0.0% | NEW | — |
| 523 |  $EFC | Ellington Financial Inc. | $3,555 | 0.0% | +0% | — |
| 524 |  $STLA | Stellantis N.V. | $3,545 | 0.0% | +0% | — |
| 525 |  $ADAM | ADAMAS TRUST, INC. | $3,511 | 0.0% | +0% | — |
| 526 | — | SIMPLIFY MANAGED | $3,479 | 0.0% | NEW | — |
| 527 | — | STATE STREET | $3,332 | 0.0% | +0% | — |
| 528 |  $GNTX | GENTEX CORP | $3,278 | 0.0% | +0% | 65.5 |
| 529 |  $TD | TORONTO DOMINION BANK | $3,266 | 0.0% | +0% | — |
| 530 |  $IRS | IRSA INVESTMENTS & REPRESENTATIONS INC | $3,242 | 0.0% | +0% | — |
| 531 | — | ISHARES INTEREST | $3,232 | 0.0% | +0% | — |
| 532 | — | ISHARES MSCI | $3,159 | 0.0% | NEW | — |
| 533 |  $JMIA | Jumia Technologies AG | $3,146 | 0.0% | +0% | — |
| 534 |  $TRGP | Targa Resources Corp. | $3,058 | 0.0% | +0% | 70 |
| 535 | $IVZ | Invesco Ltd. | $2,879 | 0.0% | NEW | — |
| 536 |  $QBTS | D-Wave Quantum Inc. | $2,857 | 0.0% | -75% | 24.7 |
| 537 | $GS | GOLDMAN SACHS GROUP INC | $2,841 | 0.0% | NEW | — |
| 538 |  $CVE | CENOVUS ENERGY INC. | $2,839 | 0.0% | NEW | — |
| 539 |  $CPB | CAMPBELL'S Co | $2,784 | 0.0% | +0% | 54.5 |
| 540 |  $TEM | Tempus AI, Inc. | $2,578 | 0.0% | +0% | 38.2 |
| 541 |  $AXIA | AXIA Energia S.A. | $2,538 | 0.0% | NEW | — |
| 542 |  $SCHW | SCHWAB CHARLES CORP | $2,537 | 0.0% | +0% | 77.2 |
| 543 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $2,528 | 0.0% | NEW | — |
| 544 |  $DECK | DECKERS OUTDOOR CORP | $2,502 | 0.0% | +0% | 83.2 |
| 545 |  $FLNG | Flex LNG Ltd. | $2,500 | 0.0% | +2% | — |
| 546 |  $APLE | Apple Hospitality REIT, Inc. | $2,429 | 0.0% | NEW | 59.5 |
| 547 |  $MP | MP Materials Corp. / DE | $2,413 | 0.0% | +0% | 23.5 |
| 548 | — | ISHARES BROAD | $2,358 | 0.0% | +0% | — |
| 549 |  $SIRI | SIRIUS XM HOLDINGS INC. | $2,308 | 0.0% | +0% | 37.7 |
| 550 | — | STATE STREER | $2,286 | 0.0% | NEW | — |
| 551 |  $NXDR | Nextdoor Holdings, Inc. | $2,275 | 0.0% | +0% | 28.3 |
| 552 | — | ARK AUTONOMOUS | $2,249 | 0.0% | +0% | — |
| 553 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $2,233 | 0.0% | NEW | 76.6 |
| 554 | — | FRANKLIN FTSE | $2,149 | 0.0% | NEW | — |
| 555 | — | FIDELITY MSCI | $2,081 | 0.0% | +0% | — |
| 556 | — | SIMPLIFY HEDGED | $2,054 | 0.0% | NEW | — |
| 557 |  $TWLO | TWILIO INC | $2,013 | 0.0% | +0% | 59.5 |
| 558 | — | ARGENT MID | $1,993 | 0.0% | NEW | — |
| 559 |  $MS | MORGAN STANLEY | $1,975 | 0.0% | NEW | — |
| 560 |  $DJT | Trump Media & Technology Group Corp. | $1,949 | 0.0% | -99% | 22.2 |
| 561 |  $BHF | Brighthouse Financial, Inc. | $1,916 | 0.0% | +78% | 54.9 |
| 562 |  $ABT | ABBOTT LABORATORIES | $1,848 | 0.0% | NEW | 67 |
| 563 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $1,803 | 0.0% | NEW | — |
| 564 |  $KSCP | Knightscope, Inc. | $1,781 | 0.0% | +0% | — |
| 565 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $1,763 | 0.0% | +0% | 59.5 |
| 566 | — | ISHARES FLOATING | $1,732 | 0.0% | +0% | — |
| 567 |  $ZM | Zoom Communications, Inc. | $1,688 | 0.0% | +0% | 72.4 |
| 568 | — | ISHARES JPMORGAN | $1,654 | 0.0% | +0% | — |
| 569 |  $VSNT | Versant Media Group, Inc. | $1,555 | 0.0% | NEW | — |
| 570 | — | SCHWAB INTL | $1,551 | 0.0% | +0% | — |
| 571 |  $BITB | Bitwise Bitcoin ETF | $1,546 | 0.0% | NEW | — |
| 572 |  $QS | QuantumScape Corp | $1,525 | 0.0% | +0% | — |
| 573 |  $SMG | SCOTTS MIRACLE-GRO CO | $1,520 | 0.0% | +0% | 74.9 |
| 574 |  $HAFN | Hafnia Ltd | $1,520 | 0.0% | +0% | — |
| 575 |  $RIVN | Rivian Automotive, Inc. / DE | $1,505 | 0.0% | +0% | 36 |
| 576 |  $CRM | Salesforce, Inc. | $1,493 | 0.0% | NEW | 75.2 |
| 577 |  $VTRS | Viatris Inc | $1,461 | 0.0% | -50% | 47.1 |
| 578 |  $FSLY | Fastly, Inc. | $1,453 | 0.0% | +0% | 40.2 |
| 579 |  $TPH | Tri Pointe Homes, Inc. | $1,402 | 0.0% | +0% | 40.7 |
| 580 |  $SMCI | Super Micro Computer, Inc. | $1,389 | 0.0% | +0% | 61.9 |
| 581 |  $FFAI | FARADAY FUTURE INTELLIGENT ELECTRIC INC. | $1,374 | 0.0% | +0% | 16.4 |
| 582 |  $OFRM | Once Upon a Farm, PBC | $1,373 | 0.0% | NEW | — |
| 583 | — | ISHARES 10 | $1,340 | 0.0% | +0% | — |
| 584 | $GME | GameStop Corp. | $1,336 | 0.0% | +0% | 60.6 |
| 585 |  $SOBO | South Bow Corp | $1,333 | 0.0% | +0% | — |
| 586 | — | STATE STREET | $1,299 | 0.0% | NEW | — |
| 587 |  $RUM | RUM Group Inc. | $1,275 | 0.0% | -89% | 24.9 |
| 588 |  $ATYR | aTYR PHARMA INC | $1,170 | 0.0% | +0% | — |
| 589 |  $APD | Air Products & Chemicals, Inc. | $1,162 | 0.0% | NEW | 41.2 |
| 590 |  $GEO | GEO GROUP INC | $1,160 | 0.0% | +0% | 63 |
| 591 |  $APH | AMPHENOL CORP /DE/ | $1,137 | 0.0% | NEW | 80.5 |
| 592 |  $OGN | Organon & Co. | $1,117 | 0.0% | +0% | 55.1 |
| 593 |  $D | DOMINION ENERGY, INC | $1,113 | 0.0% | NEW | 74.9 |
| 594 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $1,073 | 0.0% | +0% | 66.3 |
| 595 |  $WELL | WELLTOWER INC. | $989 | 0.0% | NEW | 75.7 |
| 596 |  $EXE | EXPAND ENERGY Corp | $988 | 0.0% | NEW | 83.9 |
| 597 |  $FTRE | Fortrea Holdings Inc. | $961 | 0.0% | +0% | 31.4 |
| 598 |  $BKR | Baker Hughes Co | $916 | 0.0% | NEW | 63.4 |
| 599 |  $MICC | Magnum Ice Cream Co N.V. | $897 | 0.0% | +0% | — |
| 600 | — | ISHARES BROAD | $871 | 0.0% | +0% | — |
| 601 | — | CAPITAL GROUP | $858 | 0.0% | NEW | — |
| 602 | — | ISHARES 3-7YR | $830 | 0.0% | +0% | — |
| 603 | — | ISHARES 1-3YR | $826 | 0.0% | +0% | — |
| 604 |  $FCX | FREEPORT-MCMORAN INC | $823 | 0.0% | NEW | 73.1 |
| 605 | — | MAIN BUYWRITE | $750 | 0.0% | NEW | — |
| 606 |  $FTAI | FTAI Aviation Ltd. | $735 | 0.0% | NEW | — |
| 607 |  $URI | UNITED RENTALS, INC. | $729 | 0.0% | NEW | 70.7 |
| 608 |  $IR | Ingersoll Rand Inc. | $721 | 0.0% | NEW | 55.4 |
| 609 |  $DOCU | DOCUSIGN, INC. | $711 | 0.0% | -48% | 67.5 |
| 610 | — | MAIN THEMATIC | $696 | 0.0% | NEW | — |
| 611 |  $SOUN | SOUNDHOUND AI, INC. | $687 | 0.0% | -80% | 32.3 |
| 612 |  $AMC | AMC ENTERTAINMENT HOLDINGS, INC. | $657 | 0.0% | NEW | 32.4 |
| 613 |  $BTDR | Bitdeer Technologies Group | $649 | 0.0% | +0% | — |
| 614 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $648 | 0.0% | NEW | 57.7 |
| 615 |  $HAL | HALLIBURTON CO | $624 | 0.0% | NEW | 50.9 |
| 616 |  $DHR | DANAHER CORP /DE/ | $569 | 0.0% | NEW | 63.9 |
| 617 |  $SWK | STANLEY BLACK & DECKER, INC. | $568 | 0.0% | NEW | 52.4 |
| 618 |  $PYPL | PayPal Holdings, Inc. | $543 | 0.0% | -25% | 70.5 |
| 619 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $536 | 0.0% | NEW | 52.1 |
| 620 | — | BITWISE CRYPTO | $490 | 0.0% | +0% | — |
| 621 |  $FIS | Fidelity National Information Services, Inc. | $469 | 0.0% | NEW | 69.6 |
| 622 |  $FG | F&G Annuities & Life, Inc. | $456 | 0.0% | +0% | 61.9 |
| 623 |  $JBLU | JETBLUE AIRWAYS CORP | $442 | 0.0% | +0% | 37.6 |
| 624 | — | ISHARES 0-1 | $442 | 0.0% | +0% | — |
| 625 |  $CC | Chemours Co | $441 | 0.0% | +0% | 36.5 |
| 626 |  $NCLH | Norwegian Cruise Line Holdings Ltd. | $431 | 0.0% | +0% | — |
| 627 |  $GMED | GLOBUS MEDICAL INC | $431 | 0.0% | +0% | 77.6 |
| 628 |  $GLW | CORNING INC /NY | $408 | 0.0% | NEW | 72.7 |
| 629 |  $PINS | PINTEREST, INC. | $366 | 0.0% | +0% | 62 |
| 630 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $331 | 0.0% | NEW | 60.9 |
| 631 | — | ISHARES JP | $286 | 0.0% | +0% | — |
| 632 |  $U | Unity Software Inc. | $285 | 0.0% | +0% | 35.1 |
| 633 |  $SEV | Aptera Motors Corp | $265 | 0.0% | +0% | — |
| 634 |  $STHO | Star Holdings | $257 | 0.0% | +0% | 25.9 |
| 635 |  $AI | C3.ai, Inc. | $253 | 0.0% | +0% | 15.2 |
| 636 |  $DMRC | Digimarc CORP | $246 | 0.0% | +0% | 14.1 |
| 637 | — | XTRACKERS USD | $217 | 0.0% | +0% | — |
| 638 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $198 | 0.0% | +0% | 47.2 |
| 639 |  $OGI | ORGANIGRAM GLOBAL INC. | $168 | 0.0% | +0% | — |
| 640 |  $RMR | RMR GROUP INC. | $148 | 0.0% | +11% | 47.1 |
| 641 |  $LUMN | Lumen Technologies, Inc. | $146 | 0.0% | NEW | 39.8 |
| 642 |  $PHUN | Phunware, Inc. | $53 | 0.0% | +0% | 10.7 |
| 643 |  $ONL | Orion Properties Inc. | $32 | 0.0% | +0% | 20.5 |
| 644 |  $WW | WW INTERNATIONAL, INC. | $22 | 0.0% | +0% | 26.4 |
| 645 |  $HFRO | HIGHLAND OPPORTUNITIES & INCOME FUND | $15 | 0.0% | +0% | — |
| 646 |  $CGC | Canopy Growth Corp | $9 | 0.0% | +0% | 20.1 |
| 647 |  $FCEL | FUELCELL ENERGY INC | $7 | 0.0% | +0% | 24.2 |
| 648 |  $AKAN | AKANDA CORP. | $6 | 0.0% | -80% | — |
| 649 |  $MTB | M&T BANK CORP | $0 | 0.0% | -100% | 64.1 |
New Positions (93)
$NVMI NOVA LTD.$773,441$FIX COMFORT SYSTEMS USA INC$529,714$HUBB HUBBELL INC$287,079 FIDELITY HIGH$177,272
VANGUARD FTSE$112,461
$UGI UGI CORP /PA/$87,809 ISHARES CORE$62,242
VANGUARD TOTAL$43,918
ISHARES DEFENSE$30,822
$WAT WATERS CORP /DE/$29,482 ISHARES DYNAMIC$28,832
$UI Ubiquiti Inc.$25,289 SCHWAB CORE$22,891
VANGUARD INTERMEDIATE$22,459
$LITE Lumentum Holdings Inc.$18,975Exited Positions (49)
$FICO FAIR ISAAC CORP
$NOW ServiceNow, Inc.
$BLDR Builders FirstSource, Inc.
$ETN Eaton Corp plc
$CYBR CyberArk Software Ltd.
$VST Vistra Corp. SCHWAB AGGREGATE - MF Closed and MF Open
$SPOT Spotify Technology S.A.
$CMG CHIPOTLE MEXICAN GRILL INC
$MSTR Strategy Inc
$SLV iShares Silver Trust SCHWAB SHORT - MF Closed and MF Open
$MPC Marathon Petroleum Corp GLOBAL X - MF Closed and MF Open
$KO COCA COLA COBrowse Top Institutional Investors
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