High Point Wealth Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2106882
Institutional-grade research for retail investors
13F Reported Value
ⓘ$103.6M
Holdings
250
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
High Point Wealth Management, LLC disclosed 250 positions worth $103.6M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 29 new positions and exited 25. The portfolio is most concentrated in Other (62.0% of disclosed assets). All figures are sourced directly from High Point Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2106882.
Sector Allocation
OtherUtilitiesFinancialsTechnologyReal EstateConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES DJ US TECHNOLOGY
—Quality
$9.5M52,116 shFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
—Quality
$6.0M28,731 shFIDELITY HIGH DIVIDEND ETF
—Quality
$6.0M108,147 sh- 74.6
Quality
$3.6M44,363 sh - 65.1
Quality
$3.6M36,919 sh ISHARES TR HIGH DIVID EQUITY FD
—Quality
$3.5M25,773 shFIRST TRUST NASDAQ CYBERSECURITY ETF
—Quality
$3.4M53,790 sh- 71.6
Quality
$2.6M23,003 sh ISHARES S&P 500 INDEX
—Quality
$2.3M3,540 shISHARES SEMICONDUCTOR ETF
—Quality
$2.2M6,772 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES DJ US TECHNOLOGY | — | $9.5M | 52,116 |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | — | $6.0M | 28,731 |
| FIDELITY HIGH DIVIDEND ETF | — | $6.0M | 108,147 |
 PUBLIC SERVICE ENTERPRISE GROUP INC$PEG | 74.6 | $3.6M | 44,363 |
 SOUTHERN CO$SO | 65.1 | $3.6M | 36,919 |
| ISHARES TR HIGH DIVID EQUITY FD | — | $3.5M | 25,773 |
| FIRST TRUST NASDAQ CYBERSECURITY ETF | — | $3.4M | 53,790 |
 CONSOLIDATED EDISON INC$ED | 71.6 | $2.6M | 23,003 |
| ISHARES S&P 500 INDEX | — | $2.3M | 3,540 |
| ISHARES SEMICONDUCTOR ETF | — | $2.2M | 6,772 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of High Point Wealth Management, LLC's 250 positions.
Showing top 10 of 250 holdings.
Sector Allocation
Other
$64.3M
Utilities
$13.8M
Financials
$8.5M
Technology
$6.1M
Real Estate
$2.7M
Consumer Staples
$2.6M
Healthcare
$2.2M
Consumer Discretionary
$1.9M
Full Holdings — High Point Wealth Management, LLC (Q1 2026)
All 250 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 | — | ISHARES DJ US TECHNOLOGY | $9.5M | 9.1% | -1% | — |
| 2 | — | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $6.0M | 5.8% | +11% | — |
| 3 | — | FIDELITY HIGH DIVIDEND ETF | $6.0M | 5.8% | +6% | — |
| 4 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $3.6M | 3.5% | +4% | 74.6 |
| 5 | $SO | SOUTHERN CO | $3.6M | 3.4% | +4% | 65.1 |
| 6 | — | ISHARES TR HIGH DIVID EQUITY FD | $3.5M | 3.4% | +3% | — |
| 7 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF | $3.4M | 3.3% | -4% | — |
| 8 | $ED | CONSOLIDATED EDISON INC | $2.6M | 2.5% | +4% | 71.6 |
| 9 | — | ISHARES S&P 500 INDEX | $2.3M | 2.2% | -3% | — |
| 10 | — | ISHARES SEMICONDUCTOR ETF | $2.2M | 2.1% | +37% | — |
| 11 |  $WELL | WELLTOWER INC. | $2.2M | 2.1% | +18% | 75.7 |
| 12 | — | ISHARES S&P 500 VALUE ETF | $2.1M | 2.0% | -1% | — |
| 13 | — | FIDELITY MSCI UTILITIES INDEX ETF | $1.8M | 1.8% | +10% | — |
| 14 | — | ENERGY SELECT SECTOR SPDR | $1.8M | 1.8% | +4% | — |
| 15 | — | FIRST TRUST CLOUD COMPUTING ETF | $1.8M | 1.7% | -8% | — |
| 16 | — | FIDELITY BLUE CHIP GROWTH ETF | $1.6M | 1.6% | +0% | — |
| 17 | — | ISHARES U.S. MEDICAL DEVICES ETF | $1.6M | 1.5% | -7% | — |
| 18 |  $PM | Philip Morris International Inc. | $1.5M | 1.4% | +8% | 80.5 |
| 19 | — | ISHARES CORE S&P U.S. GROWTH ETF | $1.3M | 1.2% | -9% | — |
| 20 |  $AMZN | AMAZON COM INC | $1.3M | 1.2% | +32% | 74.6 |
| 21 | — | FIDELITY CLOUD COMPUTING ETF | $1.2M | 1.2% | -14% | — |
| 22 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.2M | 1.2% | +17% | 68.4 |
| 23 | — | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $1.2M | 1.2% | -14% | — |
| 24 |  $QQQX | Nuveen NASDAQ 100 Dynamic Overwrite Fund | $1.2M | 1.1% | +12% | — |
| 25 | — | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $1.1M | 1.1% | +113% | — |
| 26 |  $GOOG | Alphabet Inc. | $1.0M | 1.0% | +4% | 80.2 |
| 27 |  $WFC | WELLS FARGO & COMPANY/MN | $1.0M | 1.0% | +15% | — |
| 28 |  $IVZ | Invesco Ltd. | $1.0M | 1.0% | -12% | — |
| 29 |  $GOOGL | Alphabet Inc. | $1.0M | 1.0% | +0% | 80.2 |
| 30 | — | NUVEEN S&P 500 DYNAMIC OVERWRI COM | $964,703 | 0.9% | +140% | — |
| 31 | — | FIDELITY MSCI HEALTH CARE INDEX ETF | $915,082 | 0.9% | +11% | — |
| 32 | — | ISHARES TR DOW JONES U S HEALTHCARE | $851,128 | 0.8% | +0% | — |
| 33 |  $IAU | ISHARES GOLD TRUST | $779,952 | 0.8% | +104% | — |
| 34 | — | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | $752,003 | 0.7% | +88% | — |
| 35 | — | CONSUMER STAPLES SELECT SECTOR SPDR | $748,733 | 0.7% | -8% | — |
| 36 |  $DUK | Duke Energy CORP | $722,001 | 0.7% | +3% | 64 |
| 37 |  $JPM | JPMORGAN CHASE & CO | $721,961 | 0.7% | +38% | 35.6 |
| 38 |  $MSFT | MICROSOFT CORP | $692,823 | 0.7% | +7% | 83.7 |
| 39 |  $ETR | ENTERGY CORP /DE/ | $687,294 | 0.7% | +0% | 65.1 |
| 40 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $674,223 | 0.7% | +1% | — |
| 41 |  $V | VISA INC. | $651,782 | 0.6% | +0% | 83.5 |
| 42 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $644,501 | 0.6% | +0% | 75.4 |
| 43 | — | DEFIANCE QUANTUM ETF | $637,640 | 0.6% | +13% | — |
| 44 |  $SPY | SPDR S&P 500 ETF TRUST | $620,982 | 0.6% | +15% | — |
| 45 |  $JNJ | JOHNSON & JOHNSON | $609,467 | 0.6% | +0% | 72.8 |
| 46 |  $META | Meta Platforms, Inc. | $602,193 | 0.6% | +71% | 80.9 |
| 47 |  $ABBV | AbbVie Inc. | $584,057 | 0.6% | +38% | 59.3 |
| 48 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $579,170 | 0.6% | -1% | — |
| 49 | — | STATE STREET SPDR S&P SOFTWARE & SERVICES ETF | $578,672 | 0.6% | -80% | — |
| 50 |  $GILD | GILEAD SCIENCES, INC. | $572,200 | 0.6% | +30% | 77.8 |
| 51 |  $GS | GOLDMAN SACHS GROUP INC | $569,021 | 0.6% | +32% | — |
| 52 |  $AEE | AMEREN CORP | $545,874 | 0.5% | +0% | 63.5 |
| 53 |  $AAPL | Apple Inc. | $493,267 | 0.5% | +0% | 76.1 |
| 54 | — | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $470,270 | 0.5% | +0% | — |
| 55 |  $AVGO | Broadcom Inc. | $467,220 | 0.5% | +0% | 86.4 |
| 56 | — | INVESCO BUILDING & CONSTRUCTION ETF | $459,848 | 0.4% | +309% | — |
| 57 | — | VANGUARD INFORMATION TECHNOLOGY | $455,132 | 0.4% | -46% | — |
| 58 |  $SNOW | Snowflake Inc. | $437,378 | 0.4% | -2% | 49.6 |
| 59 | — | VANGUARD VALUE ETF | $435,264 | 0.4% | -4% | — |
| 60 |  $HOOD | Robinhood Markets, Inc. | $412,196 | 0.4% | -27% | 75.8 |
| 61 |  $UBER | Uber Technologies, Inc | $408,850 | 0.4% | +7% | 79.3 |
| 62 | — | VANGUARD GROWTH ETF | $395,505 | 0.4% | -10% | — |
| 63 |  $XOM | EXXON MOBIL CORP | $388,352 | 0.4% | +14% | 61.8 |
| 64 |  $CEG | Constellation Energy Corp | $383,814 | 0.4% | +0% | 62.5 |
| 65 |  $FE | FIRSTENERGY CORP | $377,487 | 0.4% | -6% | 61.6 |
| 66 |  $MO | ALTRIA GROUP, INC. | $348,000 | 0.3% | -11% | 72.1 |
| 67 | — | VANGUARD S&P 500 ETF | $347,122 | 0.3% | -6% | — |
| 68 | — | ISHARES RUSSELL 1000 GROWTH ETF | $346,408 | 0.3% | +0% | — |
| 69 | — | VANGUARD TOTAL STK MKT | $344,318 | 0.3% | +0% | — |
| 70 |  $UBSI | UNITED BANKSHARES INC/WV | $343,754 | 0.3% | +1% | — |
| 71 | — | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $343,502 | 0.3% | +2% | — |
| 72 |  $KO | COCA COLA CO | $337,331 | 0.3% | +2% | 74 |
| 73 | — | ISHARES S&P NORTH AMER TECHNOLOGY | $323,299 | 0.3% | +0% | — |
| 74 | — | ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF | $309,505 | 0.3% | NEW | — |
| 75 |  $BRK.B | BERKSHIRE HATHAWAY INC | $258,768 | 0.3% | +0% | 64.5 |
| 76 | — | FIDELITY METAVERSE ETF | $251,176 | 0.2% | +0% | — |
| 77 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $249,814 | 0.2% | +207% | — |
| 78 | $IVZ | Invesco Ltd. | $248,249 | 0.2% | -23% | — |
| 79 | — | ISHARES DOW JONES US CONSUMER GOODS | $230,593 | 0.2% | +0% | — |
| 80 | — | FIDELITY U.S. MULTIFACTOR ETF | $228,998 | 0.2% | +0% | — |
| 81 |  $PNW | PINNACLE WEST CAPITAL CORP | $227,437 | 0.2% | +19% | 55.5 |
| 82 | — | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $217,980 | 0.2% | +0% | — |
| 83 |  $EVRG | Evergy, Inc. | $210,696 | 0.2% | NEW | 56.2 |
| 84 |  $EXC | EXELON CORP | $208,848 | 0.2% | +0% | 63.9 |
| 85 |  $MRK | Merck & Co., Inc. | $199,610 | 0.2% | -6% | 70.9 |
| 86 | — | VANECK SEMICONDUCTOR ETF | $196,475 | 0.2% | -45% | — |
| 87 | — | FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF | $195,155 | 0.2% | +0% | — |
| 88 |  $USB | US BANCORP DE | $188,226 | 0.2% | +5% | 71.4 |
| 89 | — | ISHARES TR LRGE CORE INDX ETF | $179,720 | 0.2% | +0% | — |
| 90 |  $O | REALTY INCOME CORP | $178,191 | 0.2% | -8% | 74.6 |
| 91 |  $PG | PROCTER & GAMBLE Co | $176,172 | 0.2% | +24% | 72.9 |
| 92 |  $GLD | SPDR GOLD TRUST | $166,092 | 0.2% | +40% | — |
| 93 |  $TJX | TJX COMPANIES INC /DE/ | $154,604 | 0.1% | +0% | 70.7 |
| 94 |  $EQIX | EQUINIX INC | $143,316 | 0.1% | +0% | 61.4 |
| 95 | — | ISHARES S&P U.S. PREFERRED STOCK ETF | $141,621 | 0.1% | -51% | — |
| 96 | — | ISHARES RUSSELL 1000 VALUE ETF | $140,779 | 0.1% | +0% | — |
| 97 |  $PLTR | Palantir Technologies Inc. | $125,801 | 0.1% | -57% | 85.8 |
| 98 |  $MS | MORGAN STANLEY | $121,078 | 0.1% | -25% | — |
| 99 | — | FIDELITY SMALL-MID MULTIFACTOR ETF | $120,668 | 0.1% | +0% | — |
| 100 |  $MA | Mastercard Inc | $118,482 | 0.1% | +0% | 81.7 |
| 101 |  $NFLX | NETFLIX INC | $113,457 | 0.1% | -11% | 86.7 |
| 102 | $IVZ | Invesco Ltd. | $111,183 | 0.1% | +0% | — |
| 103 |  $UNP | UNION PACIFIC CORP | $110,159 | 0.1% | +302% | 74 |
| 104 |  $COST | COSTCO WHOLESALE CORP /NEW | $102,910 | 0.1% | +0% | 67 |
| 105 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $100,638 | 0.1% | +0% | 68.1 |
| 106 | — | ISHARES S&P 500 GROWTH ETF | $98,884 | 0.1% | +0% | — |
| 107 |  $CVX | CHEVRON CORP | $96,813 | 0.1% | +35% | 54.7 |
| 108 |  $NVDA | NVIDIA CORP | $96,298 | 0.1% | -6% | 90.2 |
| 109 |  $CRWV | CoreWeave, Inc. | $95,675 | 0.1% | -21% | 46.5 |
| 110 |  $ORCL | ORACLE CORP | $95,513 | 0.1% | -48% | 67.2 |
| 111 |  $PEP | PEPSICO INC | $91,376 | 0.1% | -11% | 62.7 |
| 112 |  $OKE | ONEOK INC /NEW/ | $90,390 | 0.1% | +0% | 72 |
| 113 | — | ISHARES CORE S&P MID CAP ETF | $89,477 | 0.1% | +33% | — |
| 114 |  $SGOL | abrdn Gold ETF Trust | $89,240 | 0.1% | +0% | — |
| 115 |  $MCD | MCDONALDS CORP | $86,089 | 0.1% | +0% | 73.9 |
| 116 | — | VANGUARD HEALTH CARE ETF | $84,569 | 0.1% | +1% | — |
| 117 | — | FIDELITY MOMENTUM FACTOR ETF | $81,677 | 0.1% | +0% | — |
| 118 | $BAC | BANK OF AMERICA CORP /DE/ | $74,661 | 0.1% | +49% | 68.4 |
| 119 |  $ISRG | INTUITIVE SURGICAL INC | $66,383 | 0.1% | +0% | 81.4 |
| 120 |  $CL | COLGATE PALMOLIVE CO | $65,330 | 0.1% | +64% | 72.4 |
| 121 |  $LLY | ELI LILLY & Co | $64,384 | 0.1% | +27% | 89.3 |
| 122 |  $SBUX | STARBUCKS CORP | $61,674 | 0.1% | +0% | 54.6 |
| 123 | — | ISHARES CORE DIVIDEND GROWTH ETF | $61,458 | 0.1% | +0% | — |
| 124 |  $COP | CONOCOPHILLIPS | $59,771 | 0.1% | +1% | 74.8 |
| 125 |  $TER | TERADYNE, INC | $59,292 | 0.1% | NEW | 74.6 |
| 126 | — | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $55,540 | 0.1% | +1% | — |
| 127 |  $CSCO | CISCO SYSTEMS, INC. | $55,209 | 0.1% | +0% | 72.3 |
| 128 |  $WCN | Waste Connections, Inc. | $54,442 | 0.1% | +0% | — |
| 129 |  $AMP | AMERIPRISE FINANCIAL INC | $54,099 | 0.1% | +0% | 70.2 |
| 130 |  $HSY | HERSHEY CO | $53,900 | 0.1% | +0% | 59.4 |
| 131 |  $COIN | Coinbase Global, Inc. | $53,780 | 0.1% | -85% | 68 |
| 132 |  $DASH | DoorDash, Inc. | $53,604 | 0.1% | NEW | 70.6 |
| 133 | $IVZ | Invesco Ltd. | $50,598 | 0.1% | +0% | — |
| 134 |  $DE | DEERE & CO | $49,465 | 0.1% | +0% | 57.4 |
| 135 |  $FAST | FASTENAL CO | $48,909 | 0.1% | +0% | 73.5 |
| 136 |  $TEL | TE Connectivity plc | $48,482 | 0.1% | +0% | — |
| 137 |  $NGG | NATIONAL GRID PLC | $47,291 | 0.1% | -29% | — |
| 138 |  $TRV | TRAVELERS COMPANIES, INC. | $47,118 | 0.1% | +0% | 71.5 |
| 139 | — | ISHARES TR DOW JONES U S FINL SVCS | $44,982 | 0.0% | +0% | — |
| 140 |  $AXP | AMERICAN EXPRESS CO | $43,772 | 0.0% | +0% | 73.2 |
| 141 |  $MDLZ | Mondelez International, Inc. | $43,399 | 0.0% | +37% | 53.9 |
| 142 |  $CRCL | Circle Internet Group, Inc. | $42,935 | 0.0% | -57% | 44.8 |
| 143 |  $AMT | AMERICAN TOWER CORP /MA/ | $42,091 | 0.0% | +0% | 69.8 |
| 144 | — | ISHARES DJ US HEALTH CARE PROVIDERS | $41,850 | 0.0% | +0% | — |
| 145 |  $ALGN | ALIGN TECHNOLOGY INC | $41,829 | 0.0% | +0% | 58.2 |
| 146 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $41,512 | 0.0% | +0% | 63.7 |
| 147 |  $ACN | Accenture plc | $41,496 | 0.0% | +24% | — |
| 148 |  $UNH | UNITEDHEALTH GROUP INC | $41,444 | 0.0% | +0% | 66.8 |
| 149 |  $QCOM | QUALCOMM INC/DE | $41,127 | 0.0% | +0% | 81.9 |
| 150 | — | ISHARES MSCI EAFE SMALL CAP ETF | $39,205 | 0.0% | +0% | — |
| 151 |  $FCFS | FirstCash Holdings, Inc. | $38,972 | 0.0% | +0% | 73.8 |
| 152 |  $HON | HONEYWELL INTERNATIONAL INC | $38,619 | 0.0% | -17% | 65.7 |
| 153 |  $HNGE | Hinge Health, Inc. | $38,560 | 0.0% | +0% | 44.9 |
| 154 | — | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF | $38,280 | 0.0% | +1% | — |
| 155 |  $PHM | PULTEGROUP INC/MI/ | $37,750 | 0.0% | +0% | 65.1 |
| 156 |  $KMB | KIMBERLY CLARK CORP | $37,527 | 0.0% | +0% | 61.7 |
| 157 | — | FIDELITY DISRUPTIVE TECHNOLOGY ETF | $36,922 | 0.0% | +0% | — |
| 158 |  $HRB | H&R BLOCK INC | $36,579 | 0.0% | -50% | 80.3 |
| 159 |  $ADSK | Autodesk, Inc. | $35,910 | 0.0% | +0% | 76.4 |
| 160 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $34,806 | 0.0% | +0% | — |
| 161 | — | VANGUARD FINANCIALS ETF | $34,431 | 0.0% | -82% | — |
| 162 |  $SBAC | SBA COMMUNICATIONS CORP | $34,422 | 0.0% | +0% | 71.3 |
| 163 |  $PSX | Phillips 66 | $31,408 | 0.0% | +1% | 47.6 |
| 164 |  $RTX | RTX Corp | $30,864 | 0.0% | NEW | 70 |
| 165 |  $UL | UNILEVER PLC | $30,422 | 0.0% | +0% | — |
| 166 |  $TSLA | Tesla, Inc. | $29,740 | 0.0% | -16% | 50.1 |
| 167 |  $RBLX | Roblox Corp | $29,411 | 0.0% | NEW | 53.7 |
| 168 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $29,268 | 0.0% | -77% | — |
| 169 |  $INTU | INTUIT INC. | $28,105 | 0.0% | +0% | 82 |
| 170 |  $TXN | TEXAS INSTRUMENTS INC | $27,923 | 0.0% | +1% | 70.4 |
| 171 | — | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $27,826 | 0.0% | -82% | — |
| 172 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $27,623 | 0.0% | +0% | — |
| 173 |  $PLD | Prologis, Inc. | $27,359 | 0.0% | +1% | 67.5 |
| 174 |  $LEN | LENNAR CORP /NEW/ | $26,503 | 0.0% | +0% | 49.2 |
| 175 | — | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $26,239 | 0.0% | +0% | — |
| 176 |  $ITW | ILLINOIS TOOL WORKS INC | $26,029 | 0.0% | NEW | 71.2 |
| 177 | — | FIRST TR EXCHANGE TRADED FD AMEX BIOTECHNOLOGY INDEX | $25,727 | 0.0% | +0% | — |
| 178 |  $MU | MICRON TECHNOLOGY INC | $25,391 | 0.0% | +67% | 88.4 |
| 179 |  $CRM | Salesforce, Inc. | $25,253 | 0.0% | -65% | 75.2 |
| 180 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $24,549 | 0.0% | NEW | — |
| 181 |  $PNFP | Pinnacle Financial Partners, Inc. | $24,501 | 0.0% | +0% | — |
| 182 |  $LMT | LOCKHEED MARTIN CORP | $24,176 | 0.0% | NEW | 65 |
| 183 | — | STATE STREET SPDR S&P DIVIDEND ETF | $21,891 | 0.0% | NEW | — |
| 184 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $21,768 | 0.0% | -87% | — |
| 185 | — | FIDELITY MSCI FINANCIALS INDEX ETF | $21,370 | 0.0% | +0% | — |
| 186 | — | ISHARES RUSSELL 3000 ETF | $21,079 | 0.0% | +0% | — |
| 187 |  $UHAL | U-Haul Holding Co /NV/ | $20,545 | 0.0% | +0% | 28.1 |
| 188 | — | SCHWAB U.S. LARGE-CAP ETF | $20,163 | 0.0% | +0% | — |
| 189 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $19,832 | 0.0% | +0% | 65.9 |
| 190 |  $NVS | NOVARTIS AG | $18,752 | 0.0% | +0% | — |
| 191 | — | ISHARES MSCI USA VALUE FACTOR ETF | $18,522 | 0.0% | NEW | — |
| 192 | — | FIDELITY NASDAQ COMPOSITE INDEX ETF | $17,325 | 0.0% | +0% | — |
| 193 |  $PFH | PRUDENTIAL FINANCIAL INC | $17,096 | 0.0% | +0% | 58.6 |
| 194 | $IVZ | Invesco Ltd. | $16,570 | 0.0% | -61% | — |
| 195 |  $MUSA | Murphy USA Inc. | $15,807 | 0.0% | NEW | 53.2 |
| 196 | — | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $15,754 | 0.0% | +0% | — |
| 197 |  $ADP | AUTOMATIC DATA PROCESSING INC | $15,021 | 0.0% | -44% | 77.9 |
| 198 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $14,596 | 0.0% | +0% | — |
| 199 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $14,566 | 0.0% | +0% | 70.9 |
| 200 | — | ISHARES SELECT DIVIDEND ETF | $14,535 | 0.0% | NEW | — |
| 201 |  $BDX | BECTON DICKINSON & CO | $14,159 | 0.0% | +0% | 50.7 |
| 202 |  $SLV | iShares Silver Trust | $13,355 | 0.0% | +0% | — |
| 203 | — | ISHARES DJ US PHARMA INDEX F | $13,256 | 0.0% | +1% | — |
| 204 | — | ISHARES NASDAQ BIOTECHNOLOGY | $12,664 | 0.0% | -46% | — |
| 205 |  $SLG | SL GREEN REALTY CORP | $11,498 | 0.0% | +0% | 41.5 |
| 206 |  $VLGEA | VILLAGE SUPER MARKET INC | $11,244 | 0.0% | +1% | 53.9 |
| 207 |  $ADBE | ADOBE INC. | $10,939 | 0.0% | +0% | 80.4 |
| 208 | — | ISHARES S&P SMALLCAP 600 ETF | $10,566 | 0.0% | NEW | — |
| 209 | — | STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF | $10,458 | 0.0% | +0% | — |
| 210 |  $AEM | AGNICO EAGLE MINES LTD | $10,171 | 0.0% | NEW | — |
| 211 |  $DEI | Douglas Emmett Inc | $9,829 | 0.0% | +2% | 64.5 |
| 212 |  $NEM | NEWMONT Corp /DE/ | $9,767 | 0.0% | NEW | 88.3 |
| 213 |  $CCZ | COMCAST CORP | $9,759 | 0.0% | -54% | 70.4 |
| 214 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $9,475 | 0.0% | NEW | — |
| 215 |  $PMT | PennyMac Mortgage Investment Trust | $9,328 | 0.0% | +0% | — |
| 216 |  $CARR | CARRIER GLOBAL Corp | $9,010 | 0.0% | NEW | 61.5 |
| 217 | — | VANGUARD REIT INDEX ETF | $8,870 | 0.0% | NEW | — |
| 218 |  $LEA | LEAR CORP | $8,825 | 0.0% | +1% | 50 |
| 219 | — | ISHARES DOW JONES US UTILITIES | $8,506 | 0.0% | +0% | — |
| 220 |  $B | BARRICK MINING CORP | $8,237 | 0.0% | NEW | — |
| 221 |  $BMY | BRISTOL MYERS SQUIBB CO | $7,721 | 0.0% | +0% | 70.1 |
| 222 |  $MKL | MARKEL GROUP INC. | $7,656 | 0.0% | +0% | 68.2 |
| 223 |  $IBN | ICICI BANK LTD | $7,123 | 0.0% | NEW | — |
| 224 |  $HUM | HUMANA INC | $7,015 | 0.0% | +0% | 82 |
| 225 |  $AMRZ | Amrize Ltd | $7,003 | 0.0% | NEW | — |
| 226 |  $OTIS | Otis Worldwide Corp | $6,166 | 0.0% | NEW | 60.3 |
| 227 |  $EFC | Ellington Financial Inc. | $6,113 | 0.0% | +3% | — |
| 228 | — | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $5,953 | 0.0% | +1% | — |
| 229 |  $MUR | MURPHY OIL CORP | $5,363 | 0.0% | NEW | 46.4 |
| 230 |  $AGNC | AGNC Investment Corp. | $5,015 | 0.0% | +0% | — |
| 231 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $4,781 | 0.0% | +0% | — |
| 232 | — | FIDELITY ENHANCED LARGE CAP CORE ETF | $4,400 | 0.0% | +0% | — |
| 233 |  $EMN | EASTMAN CHEMICAL CO | $4,140 | 0.0% | +0% | 49.4 |
| 234 | — | F/M US TREASURY 3 MONTH BILL FUND | $4,138 | 0.0% | NEW | — |
| 235 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $4,066 | 0.0% | +0% | — |
| 236 |  $ETN | Eaton Corp plc | $3,971 | 0.0% | +0% | — |
| 237 | — | ELDRIDGE BBB-B CLO ETF | $3,852 | 0.0% | +2% | — |
| 238 |  $AMD | ADVANCED MICRO DEVICES INC | $3,458 | 0.0% | +0% | 78.8 |
| 239 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $3,309 | 0.0% | +0% | 60.9 |
| 240 |  $PFE | PFIZER INC | $2,808 | 0.0% | NEW | 69 |
| 241 |  $VZ | VERIZON COMMUNICATIONS INC | $2,510 | 0.0% | NEW | 71.6 |
| 242 | — | BLACKROCK FLOATING RATE INCOME COM | $2,215 | 0.0% | NEW | — |
| 243 |  $DIS | Walt Disney Co | $2,004 | 0.0% | +0% | 68.9 |
| 244 |  $MICC | Magnum Ice Cream Co N.V. | $1,794 | 0.0% | +0% | — |
| 245 |  $EOD | ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | $1,516 | 0.0% | NEW | — |
| 246 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1,371 | 0.0% | +0% | — |
| 247 |  $SHOP | SHOPIFY INC. | $1,186 | 0.0% | +0% | — |
| 248 |  $DDOG | Datadog, Inc. | $826 | 0.0% | +0% | 62.9 |
| 249 |  $WRD | WeRide Inc. | $809 | 0.0% | +0% | — |
| 250 |  $FETH | Fidelity Ethereum Fund | $146 | 0.0% | +0% | — |
New Positions (29)
ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF$309,505
$EVRG Evergy, Inc.$210,696$TER TERADYNE, INC$59,292$DASH DoorDash, Inc.$53,604$RTX RTX Corp$30,864$RBLX Roblox Corp$29,411$ITW ILLINOIS TOOL WORKS INC$26,029 STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST$24,549
$LMT LOCKHEED MARTIN CORP$24,176 STATE STREET SPDR S&P DIVIDEND ETF$21,891
ISHARES MSCI USA VALUE FACTOR ETF$18,522
$MUSA Murphy USA Inc.$15,807 ISHARES SELECT DIVIDEND ETF$14,535
ISHARES S&P SMALLCAP 600 ETF$10,566
$AEM AGNICO EAGLE MINES LTD$10,171Exited Positions (25)
NUVEEN S&P 500 BUY-WRITE INCOM COM
ISHARES TIPS BOND ETF
$COF CAPITAL ONE FINANCIAL CORP
$F FORD MOTOR CO VANECK PREFERRED SECURITIES EX FINANCIALS ETF
$STT STATE STREET CORP ISHARES U.S. INFRASTRUCTURE ETF
$EBAY EBAY INC ISHARES U.S. HOME CONSTRUCTION ETF
VANECK VIDEO GAMING AND ESPORTS ETF
$PYPL PayPal Holdings, Inc. MATERIALS SELECT SECTOR SPDR
$GPN GLOBAL PAYMENTS INC
$ZTS Zoetis Inc.
$NLY ANNALY CAPITAL MANAGEMENT INCBrowse Top Institutional Investors
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