Benson Wealth Management INC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2109863
Institutional-grade research for retail investors
13F Reported Value
ⓘ$73.1M
Holdings
354
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Benson Wealth Management INC disclosed 354 positions worth $73.1M in its Form 13F-HR for Q1 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 8.0% of the equity portfolio, followed by $IBIT and $SPG. During the quarter the fund opened 45 new positions and exited 43 and a full exit from $ETHE. The portfolio is most concentrated in Other (58.7% of disclosed assets). All figures are sourced directly from Benson Wealth Management INC’s Form 13F-HR filing with the SEC under CIK 2109863.
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryReal EstateIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$5.8M10,125 sh - —
Quality
$4.4M115,114 sh - 76.9#94
Quality
$4.1M22,093 sh FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER
—Quality
$3.8M79,960 sh- 63.2
Quality
$3.4M27,593 sh FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
—Quality
$2.8M40,918 sh- 90.2
Quality
$2.4M13,477 sh FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF
—Quality
$2.3M20,962 sh- 50.1
Quality
$2.2M6,029 sh FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY
—Quality
$2.2M101,179 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $5.8M | 10,125 |
 iShares Bitcoin Trust ETF$IBIT | — | $4.4M | 115,114 |
 SIMON PROPERTY GROUP INC.$SPG | 76.9#94 | $4.1M | 22,093 |
| FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER | — | $3.8M | 79,960 |
 Walmart Inc.$WMT | 63.2 | $3.4M | 27,593 |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | — | $2.8M | 40,918 |
 NVIDIA CORP$NVDA | 90.2 | $2.4M | 13,477 |
| FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF | — | $2.3M | 20,962 |
 Tesla, Inc.$TSLA | 50.1 | $2.2M | 6,029 |
| FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY | — | $2.2M | 101,179 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Benson Wealth Management INC's 354 positions.
Showing top 10 of 354 holdings.
Sector Allocation
Other
$42.9M
Financials
$10.1M
Technology
$7.0M
Consumer Discretionary
$5.8M
Real Estate
$4.3M
Industrials
$2.3M
Healthcare
$197,301
Utilities
$145,821
Full Holdings — Benson Wealth Management INC (Q1 2026)
All 354 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 | $5.8M | 8.0% | -55% | — |
| 2 | $IBIT | iShares Bitcoin Trust ETF | $4.4M | 6.0% | -8% | — |
| 3 | $SPG | SIMON PROPERTY GROUP INC. | $4.1M | 5.6% | -2% | 76.9 |
| 4 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - NOVEMBER | $3.8M | 5.2% | -23% | — |
| 5 | $WMT | Walmart Inc. | $3.4M | 4.7% | +6% | 63.2 |
| 6 | — | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $2.8M | 3.8% | -3% | — |
| 7 | $NVDA | NVIDIA CORP | $2.4M | 3.2% | -3% | 90.2 |
| 8 | — | FIRST TRUST RBA AMERICANINDUSTRIAL RENAISSANCETMETF | $2.3M | 3.2% | +149% | — |
| 9 | $TSLA | Tesla, Inc. | $2.2M | 3.1% | -10% | 50.1 |
| 10 | — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JANUARY | $2.2M | 3.0% | +5% | — |
| 11 |  $AMZN | AMAZON COM INC | $2.2M | 3.0% | -54% | 74.6 |
| 12 | — | FT VEST LADDERED BUFFER ETF | $2.0M | 2.7% | +81% | — |
| 13 | — | INNOVATOR U.S. EQUITY BUFFER ETF - APRIL | $1.9M | 2.6% | -41% | — |
| 14 | — | FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER | $1.6M | 2.2% | +11% | — |
| 15 |  $GLD | SPDR GOLD TRUST | $1.4M | 2.0% | -10% | — |
| 16 |  $GBTC | Grayscale Bitcoin Trust ETF | $1.4M | 1.9% | -9% | — |
| 17 | — | FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN | $1.4M | 1.9% | NEW | — |
| 18 | — | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $1.3M | 1.8% | -54% | — |
| 19 | — | FT VEST HIGH YIELD & TARGET INCOME ETF | $1.3M | 1.8% | +85% | — |
| 20 | — | GLOBAL X DEFENSE TECH ETF | $1.2M | 1.7% | NEW | — |
| 21 |  $AAPL | Apple Inc. | $1.2M | 1.6% | -53% | 76.1 |
| 22 | — | FT VEST BUFFERED ALLOCATION GROWTH ETF | $1.2M | 1.6% | +3900% | — |
| 23 | — | FT VEST LADDERED NASDAQ BUFFER ETF | $1.1M | 1.5% | +4307% | — |
| 24 |  $MSFT | MICROSOFT CORP | $1.1M | 1.5% | +17% | 83.7 |
| 25 | — | VANECK SEMICONDUCTOR ETF | $1.1M | 1.5% | NEW | — |
| 26 |  $GOOGL | Alphabet Inc. | $951,515 | 1.3% | -60% | 80.2 |
| 27 | — | INNOVATOR EQUITY MANAGEDFLOOR ETF | $892,899 | 1.2% | +809% | — |
| 28 | — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - JUNE | $769,500 | 1.1% | +6% | — |
| 29 |  $IVZ | Invesco Ltd. | $700,527 | 1.0% | +0% | — |
| 30 | — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - SEPTEMBER | $664,535 | 0.9% | +13% | — |
| 31 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $642,986 | 0.9% | -25% | — |
| 32 |  $YMM | Full Truck Alliance Co. Ltd. | $597,045 | 0.8% | NEW | — |
| 33 | — | FIRST TR INDXX INNOVATIVE TRNS & PROC ETF | $588,674 | 0.8% | NEW | — |
| 34 |  $SLV | iShares Silver Trust | $577,146 | 0.8% | -26% | — |
| 35 | — | STATE STREET SPDR S&P KENSHO FINAL FRONTIERS ETF | $522,463 | 0.7% | NEW | — |
| 36 | — | FT VEST LADDERED DEEP BUFFER ETF | $488,768 | 0.7% | +36% | — |
| 37 | — | FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY | $460,987 | 0.6% | -64% | — |
| 38 | — | FT VEST NASDAQ-100 BUFFER ETF DECEMBER | $426,189 | 0.6% | +19% | — |
| 39 | — | ISHARES MSCI USA MOMENTUM FACTOR ETF | $373,664 | 0.5% | -0% | — |
| 40 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $346,699 | 0.5% | +3% | — |
| 41 | — | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $315,712 | 0.4% | +0% | — |
| 42 | — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - MAY | $309,524 | 0.4% | -72% | — |
| 43 |  $COIN | Coinbase Global, Inc. | $296,313 | 0.4% | -70% | 68 |
| 44 | — | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $260,646 | 0.4% | +13% | — |
| 45 | — | PACER US CASH COWS 100 ETF | $230,534 | 0.3% | -1% | — |
| 46 |  $ETH | Grayscale Ethereum Staking Mini ETF | $222,849 | 0.3% | -23% | — |
| 47 | — | VANGUARD MID-CAP INDEX FUND ETF SHARES | $219,118 | 0.3% | +0% | — |
| 48 | — | VANECK URANIUM AND NUCLEAR ETF | $203,914 | 0.3% | -84% | — |
| 49 |  $AMD | ADVANCED MICRO DEVICES INC | $193,055 | 0.3% | -73% | 78.8 |
| 50 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - APRIL | $190,034 | 0.3% | -4% | — |
| 51 | — | INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | $177,283 | 0.2% | NEW | — |
| 52 | — | FT VEST LADDERED MODERATE BUFFER ETF | $172,752 | 0.2% | +0% | — |
| 53 | — | INNOVATOR EQUITY DEFINEDPROTECTION ETF - 6 MO JAN/JUL | $166,920 | 0.2% | +0% | — |
| 54 | — | FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF | $163,285 | 0.2% | NEW | — |
| 55 |  $APLD | Applied Digital Corp. | $155,687 | 0.2% | +0% | 35.4 |
| 56 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JANUARY | $152,678 | 0.2% | +0% | — |
| 57 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - AUGUST | $147,948 | 0.2% | +0% | — |
| 58 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | $146,043 | 0.2% | +0% | — |
| 59 | — | FT VEST TECHNOLOGY DIVIDEND TARGET INCOME ETF | $143,212 | 0.2% | -39% | — |
| 60 |  $VTR | Ventas, Inc. | $139,026 | 0.2% | +0% | 70.3 |
| 61 | — | INNOVATOR NASDAQ-100 MANAGED FLOOR ETF | $137,496 | 0.2% | +0% | — |
| 62 |  $GDLC | Grayscale CoinDesk Crypto 5 ETF | $134,772 | 0.2% | -33% | — |
| 63 | — | FT VEST NASDAQ-100 BUFFER ETF SEPTEMBER | $132,472 | 0.2% | +0% | — |
| 64 | — | ISHARES SEMICONDUCTOR ETF | $124,562 | 0.2% | +0% | — |
| 65 | — | FT VEST U.S. EQUITY MAX BUFFER ETF - JUNE | $122,451 | 0.2% | +0% | — |
| 66 | — | FT VEST DJIA DOGS 10 TARGET INCOME ETF | $122,292 | 0.2% | NEW | — |
| 67 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF | $107,434 | 0.1% | +0% | — |
| 68 | — | FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - MARCH | $101,225 | 0.1% | +0% | — |
| 69 | — | ISHARES CORE S&P 500 ETF | $95,369 | 0.1% | +0% | — |
| 70 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF SEPTEMBER | $94,932 | 0.1% | -6% | — |
| 71 | — | FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER | $92,460 | 0.1% | +0% | — |
| 72 |  $ARWR | ARROWHEAD PHARMACEUTICALS, INC. | $91,229 | 0.1% | +0% | 74.4 |
| 73 |  $GOOG | Alphabet Inc. | $89,719 | 0.1% | -1% | 80.2 |
| 74 | — | FT VEST LADDERED ENHANCE& MODERATE BUFFER ETF | $89,032 | 0.1% | NEW | — |
| 75 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - DECEMBER | $88,560 | 0.1% | +0% | — |
| 76 | — | FT VEST NASDAQ-100 BUFFER ETF MARCH | $88,253 | 0.1% | +0% | — |
| 77 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - SEPTEMBER | $86,253 | 0.1% | -2% | — |
| 78 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | $82,782 | 0.1% | +0% | — |
| 79 | — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - AUGUST | $81,458 | 0.1% | +0% | — |
| 80 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - NOVEMBER | $77,876 | 0.1% | +0% | — |
| 81 |  $COST | COSTCO WHOLESALE CORP /NEW | $76,725 | 0.1% | -55% | 67 |
| 82 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $75,769 | 0.1% | +0% | 74.6 |
| 83 |  $CLSK | CLEANSPARK, INC. | $75,220 | 0.1% | +67% | 40.6 |
| 84 | — | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $73,600 | 0.1% | +0% | — |
| 85 | — | PROSHARES ULTRA QQQ | $72,956 | 0.1% | -25% | — |
| 86 | — | DIMENSIONAL US CORE EQUITY MARKET ETF | $71,876 | 0.1% | +0% | — |
| 87 | — | PROSHARES S&P TECHNOLOGYDIVIDEND ARISTOCRATS ETF | $71,833 | 0.1% | NEW | — |
| 88 | — | FT VEST U.S. EQUITY BUFFER ETF - AUGUST | $70,270 | 0.1% | -2% | — |
| 89 |  $META | Meta Platforms, Inc. | $63,506 | 0.1% | -6% | 80.9 |
| 90 | — | FT VEST NASDAQ-100 CONSERVATIVE BUFFER ETF - JULY | $62,618 | 0.1% | +0% | — |
| 91 |  $XOM | EXXON MOBIL CORP | $61,587 | 0.1% | +0% | 61.8 |
| 92 |  $PLTR | Palantir Technologies Inc. | $57,927 | 0.1% | -51% | 85.8 |
| 93 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - FEBRUARY | $56,655 | 0.1% | +0% | — |
| 94 |  $APP | AppLovin Corp | $51,342 | 0.1% | +0% | 86.8 |
| 95 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | $48,932 | 0.1% | +0% | — |
| 96 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - JUNE | $45,157 | 0.1% | +0% | — |
| 97 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $44,609 | 0.1% | -34% | — |
| 98 | — | FT VEST U.S. EQUITY DUALDIRECTIONAL BUFFER ETF -FEBRUARY | $44,051 | 0.1% | NEW | — |
| 99 | — | INNOVATOR EQUITY DEFINEDPROTECTION ETF - 2 YR TOJANUARY 2028 | $43,649 | 0.1% | -3% | — |
| 100 | — | INNOVATOR LADDERED ALLOCATION BUFFER ETF | $42,410 | 0.1% | NEW | — |
| 101 |  $CEG | Constellation Energy Corp | $41,888 | 0.1% | +0% | 62.5 |
| 102 | — | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $41,399 | 0.1% | NEW | — |
| 103 | — | FT VEST BITCOIN STRATEGY& TARGET INCOME ETF | $37,010 | 0.1% | -77% | — |
| 104 |  $SPY | SPDR S&P 500 ETF TRUST | $36,419 | 0.1% | +75% | — |
| 105 |  $LLY | ELI LILLY & Co | $35,871 | 0.1% | +0% | 89.3 |
| 106 | — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF FEBRUARY | $34,248 | 0.1% | +0% | — |
| 107 |  $SMCI | Super Micro Computer, Inc. | $32,561 | 0.0% | +0% | 61.9 |
| 108 |  $HD | HOME DEPOT, INC. | $32,560 | 0.0% | +0% | 69.2 |
| 109 |  $COMP | Compass, Inc. | $32,164 | 0.0% | +0% | 58.3 |
| 110 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARY | $31,434 | 0.0% | -73% | — |
| 111 | — | INNOVATOR DEFINED WEALTHSHIELD ETF | $30,888 | 0.0% | +0% | — |
| 112 |  $INTC | INTEL CORP | $30,626 | 0.0% | -1% | 41.5 |
| 113 |  $COKE | Coca-Cola Consolidated, Inc. | $30,487 | 0.0% | -5% | 65.1 |
| 114 | — | FT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER | $30,101 | 0.0% | +0% | — |
| 115 |  $TEM | Tempus AI, Inc. | $29,890 | 0.0% | -6% | 38.2 |
| 116 | — | PROSHARES ULTRA MIDCAP400 | $28,664 | 0.0% | +0% | — |
| 117 | — | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $28,450 | 0.0% | +0% | — |
| 118 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $28,441 | 0.0% | +0% | — |
| 119 | — | ISHARES MSCI EAFE SMALL-CAP ETF | $28,306 | 0.0% | +0% | — |
| 120 |  $BROS | Dutch Bros Inc. | $27,964 | 0.0% | +0% | 65.9 |
| 121 | — | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $27,822 | 0.0% | +0% | — |
| 122 | — | FT VEST U.S. EQUITY BUFFER ETF - JUNE | $27,573 | 0.0% | +0% | — |
| 123 |  $PEP | PEPSICO INC | $26,865 | 0.0% | +0% | 62.7 |
| 124 |  $ISRG | INTUITIVE SURGICAL INC | $26,737 | 0.0% | +0% | 81.4 |
| 125 |  $CIFR | Cipher Digital Inc. | $25,560 | 0.0% | +0% | 30.1 |
| 126 | — | GOLDEN VY BANCSHARES INC | $24,000 | 0.0% | +0% | — |
| 127 | — | ISHARES S&P 500 GROWTH ETF | $20,812 | 0.0% | +0% | — |
| 128 | — | FIRST TRUST MID CAP VALUE ALPHADEX FUND | $20,319 | 0.0% | +0% | — |
| 129 | — | FIRST TRUST BUYWRITE INCOME ETF | $20,288 | 0.0% | -87% | — |
| 130 |  $VZ | VERIZON COMMUNICATIONS INC | $19,829 | 0.0% | +0% | 71.6 |
| 131 | — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - AUGUST | $19,078 | 0.0% | -58% | — |
| 132 | — | ISHARES ESG AWARE MSCI USA ETF | $18,950 | 0.0% | +0% | — |
| 133 |  $ROKU | ROKU, INC | $18,924 | 0.0% | +0% | 60.5 |
| 134 |  $KKR | KKR & Co. Inc. | $18,500 | 0.0% | +525% | 49.8 |
| 135 | — | ISHARES CORE MSCI EAFE ETF | $16,567 | 0.0% | +0% | — |
| 136 | — | FT VEST NASDAQ-100 BUFFER ETF - JUNE | $15,935 | 0.0% | +0% | — |
| 137 | — | FIRST TRUST CLOUD COMPUTING ETF | $14,873 | 0.0% | +0% | — |
| 138 |  $AGQ | ProShares Trust II | $14,819 | 0.0% | +0% | — |
| 139 | — | PROSHARES BITCOIN ETF | $14,384 | 0.0% | +0% | — |
| 140 | — | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $12,933 | 0.0% | +0% | — |
| 141 |  $SO | SOUTHERN CO | $12,741 | 0.0% | +0% | 65.1 |
| 142 | — | ISHARES U.S. TECHNOLOGY ETF | $12,518 | 0.0% | +0% | — |
| 143 | — | ISHARES RUSSELL 1000 VALUE ETF | $11,966 | 0.0% | +0% | — |
| 144 | — | PACER SWAN SOS FUND OF FUNDS ETF | $11,953 | 0.0% | +0% | — |
| 145 | — | ISHARES MSCI USA QUALITYFACTOR ETF | $11,892 | 0.0% | +0% | — |
| 146 |  $APH | AMPHENOL CORP /DE/ | $11,624 | 0.0% | +0% | 80.5 |
| 147 |  $T | AT&T INC. | $11,596 | 0.0% | +0% | 71.9 |
| 148 |  $MA | Mastercard Inc | $11,492 | 0.0% | +0% | 81.7 |
| 149 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - JANUARY | $11,185 | 0.0% | +0% | — |
| 150 |  $PG | PROCTER & GAMBLE Co | $10,833 | 0.0% | -13% | 72.9 |
| 151 | — | FT VEST BUFFERED ALLOCATION DEFENSIVE ETF | $10,643 | 0.0% | +0% | — |
| 152 |  $PM | Philip Morris International Inc. | $10,582 | 0.0% | +0% | 80.5 |
| 153 |  $AVGO | Broadcom Inc. | $10,523 | 0.0% | +0% | 86.4 |
| 154 | — | ISHARES S&P 100 ETF | $10,496 | 0.0% | +0% | — |
| 155 | — | 2X BITCOIN STRATEGY ETF | $10,465 | 0.0% | -67% | — |
| 156 |  $IRM | IRON MOUNTAIN INC | $10,418 | 0.0% | +0% | 50.7 |
| 157 | $IVZ | Invesco Ltd. | $10,289 | 0.0% | +0% | — |
| 158 |  $C | CITIGROUP INC | $10,207 | 0.0% | +0% | 54.8 |
| 159 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $10,083 | 0.0% | +0% | 72.9 |
| 160 |  $PLG | PLATINUM GROUP METALS LTD | $9,735 | 0.0% | NEW | — |
| 161 |  $JPM | JPMORGAN CHASE & CO | $9,707 | 0.0% | +0% | 35.6 |
| 162 |  $BP | BP PLC | $9,682 | 0.0% | +0% | — |
| 163 |  $MDT | Medtronic plc | $9,532 | 0.0% | NEW | — |
| 164 | — | FT VEST U.S. EQUITY DEEPBUFFER ETF - OCTOBER | $8,903 | 0.0% | +0% | — |
| 165 | — | INVESCO BUILDING AND CONSTRCTN ETF | $8,879 | 0.0% | +0% | — |
| 166 | — | FIRST TRUST BLOOMBERG ARTIFICIAL INTELLIGENCE ETF | $8,741 | 0.0% | +0% | — |
| 167 |  $GEV | GE Vernova Inc. | $8,729 | 0.0% | +0% | 70.1 |
| 168 | — | FIRST TRUST NASDAQ SEMICONDUCTOR ETF | $8,701 | 0.0% | +0% | — |
| 169 | — | VANGUARD REAL ESTATE INDEX FUND ETF SHARES | $8,515 | 0.0% | -1% | — |
| 170 | — | VANGUARD RUSSELL 2000 INDEX FUND ETF SHARES | $8,514 | 0.0% | +0% | — |
| 171 |  $SOFI | SoFi Technologies, Inc. | $8,305 | 0.0% | NEW | 53.8 |
| 172 | — | PACER LUNT LARGE CAP ALTERNATOR ETF | $8,074 | 0.0% | +0% | — |
| 173 |  $WFC | WELLS FARGO & COMPANY/MN | $7,881 | 0.0% | +0% | — |
| 174 |  $NOW | ServiceNow, Inc. | $7,841 | 0.0% | NEW | 76 |
| 175 | — | PACER DATA AND DIGITAL REVOLUTION ETF | $7,718 | 0.0% | -54% | — |
| 176 |  $ICE | Intercontinental Exchange, Inc. | $7,549 | 0.0% | +0% | 73.8 |
| 177 | — | FIRST TRUST S&P REIT INDEX FUND | $7,542 | 0.0% | +0% | — |
| 178 |  $SHEL | Shell plc | $7,440 | 0.0% | +0% | — |
| 179 |  $TNC | TENNANT CO | $7,370 | 0.0% | NEW | 43.6 |
| 180 | — | ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS | $7,307 | 0.0% | +0% | — |
| 181 |  $BTI | British American Tobacco p.l.c. | $7,192 | 0.0% | +0% | — |
| 182 |  $CAH | CARDINAL HEALTH INC | $7,185 | 0.0% | +0% | 58.6 |
| 183 |  $OC | Owens Corning | $7,143 | 0.0% | +0% | 47.3 |
| 184 | — | FIRST TRUST FINANCIALS ALPHADEX FUND | $7,136 | 0.0% | +0% | — |
| 185 |  $BCS | BARCLAYS PLC | $7,067 | 0.0% | +0% | — |
| 186 |  $E | ENI SPA | $7,020 | 0.0% | +0% | — |
| 187 |  $NWG | NatWest Group plc | $7,003 | 0.0% | +0% | — |
| 188 |  $LIN | LINDE PLC | $6,941 | 0.0% | NEW | — |
| 189 |  $MU | MICRON TECHNOLOGY INC | $6,757 | 0.0% | +11% | 88.4 |
| 190 |  $SNY | Sanofi | $6,649 | 0.0% | +0% | — |
| 191 | — | SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $6,423 | 0.0% | +0% | — |
| 192 | — | HITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $6,404 | 0.0% | +0% | — |
| 193 |  $CAVA | CAVA GROUP, INC. | $6,391 | 0.0% | -85% | 62.7 |
| 194 |  $CSCO | CISCO SYSTEMS, INC. | $6,362 | 0.0% | +0% | 72.3 |
| 195 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $6,296 | 0.0% | +0% | — |
| 196 |  $TTE | TotalEnergies SE | $6,278 | 0.0% | NEW | — |
| 197 |  $WDC | WESTERN DIGITAL CORP | $6,221 | 0.0% | +0% | 76.8 |
| 198 |  $NVO | NOVO NORDISK A S | $5,990 | 0.0% | +0% | — |
| 199 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $5,816 | 0.0% | +0% | — |
| 200 |  $CAT | CATERPILLAR INC | $5,668 | 0.0% | +0% | 67.8 |
| 201 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $5,654 | 0.0% | +0% | 54.8 |
| 202 |  $CVS | CVS HEALTH Corp | $5,602 | 0.0% | +0% | 51.3 |
| 203 |  $CTAS | CINTAS CORP | $5,582 | 0.0% | +0% | 76.3 |
| 204 | — | VANGUARD S&P 500 ETF | $5,378 | 0.0% | +0% | — |
| 205 |  $UBS | UBS Group AG | $5,353 | 0.0% | NEW | — |
| 206 | — | NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $5,351 | 0.0% | +0% | — |
| 207 |  $SSNC | SS&C Technologies Holdings Inc | $5,135 | 0.0% | +0% | 67.2 |
| 208 |  $GE | GENERAL ELECTRIC CO | $5,108 | 0.0% | +0% | 74.8 |
| 209 |  $NGG | NATIONAL GRID PLC | $5,076 | 0.0% | +0% | — |
| 210 |  $TT | Trane Technologies plc | $5,001 | 0.0% | NEW | — |
| 211 | — | BNP PARIBAS FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $4,759 | 0.0% | +0% | — |
| 212 | — | PACER DATA & INFRASTRUCTURE REAL ESTATE ETF | $4,714 | 0.0% | +0% | — |
| 213 | — | GLENCORE PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $4,448 | 0.0% | +0% | — |
| 214 | — | FT VEST NASDAQ-100 MODERATE BUFFER ETF - MAY | $4,420 | 0.0% | -97% | — |
| 215 |  $SPOT | Spotify Technology S.A. | $4,364 | 0.0% | NEW | — |
| 216 | — | FUJITSU LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $4,301 | 0.0% | +0% | — |
| 217 |  $TECK | TECK RESOURCES LTD | $4,295 | 0.0% | NEW | — |
| 218 |  $DG | DOLLAR GENERAL CORP | $4,274 | 0.0% | +0% | 60.4 |
| 219 |  $HDB | HDFC BANK LTD | $4,180 | 0.0% | +0% | — |
| 220 | — | KDDI CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $4,176 | 0.0% | +0% | — |
| 221 |  $ANET | Arista Networks, Inc. | $4,175 | 0.0% | +0% | 86 |
| 222 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $4,142 | 0.0% | +0% | 66.5 |
| 223 | — | AMADEUS IT GROUP S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $4,032 | 0.0% | +0% | — |
| 224 | — | LONDON STK EXCHANGE GR FSPONSORED ADR 1 ADR REP 0.25 ORD SHS | $3,997 | 0.0% | +0% | — |
| 225 |  $ACVA | ACV Auctions Inc. | $3,901 | 0.0% | NEW | 51.5 |
| 226 |  $BCE | BCE INC | $3,761 | 0.0% | NEW | — |
| 227 |  $HAS | HASBRO, INC. | $3,744 | 0.0% | +0% | 43.1 |
| 228 | — | LVMH MOET HENNESSY LOU FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS | $3,714 | 0.0% | +0% | — |
| 229 |  $D | DOMINION ENERGY, INC | $3,709 | 0.0% | +0% | 74.9 |
| 230 | — | MITSUBISHI ELEC CORP FSPONSORED ADR 1 ADR REPS 2 ORD SHS | $3,698 | 0.0% | +0% | — |
| 231 |  $SNOW | Snowflake Inc. | $3,620 | 0.0% | +0% | 49.6 |
| 232 |  $HPE | Hewlett Packard Enterprise Co | $3,619 | 0.0% | +0% | 52.5 |
| 233 |  $ETN | Eaton Corp plc | $3,577 | 0.0% | NEW | — |
| 234 | — | XRP ETF | $3,540 | 0.0% | +0% | — |
| 235 |  $PCG | PG&E Corp | $3,514 | 0.0% | NEW | 59.3 |
| 236 |  $AMTX | AEMETIS, INC | $3,503 | 0.0% | +0% | 26.4 |
| 237 | — | VANGUARD GROWTH INDEX FUND ETF SHARES | $3,494 | 0.0% | +0% | — |
| 238 |  $EA | ELECTRONIC ARTS INC. | $3,466 | 0.0% | +0% | 71.1 |
| 239 | — | GRANITESHARES 2X LONG TSLA DAILY ETF | $3,452 | 0.0% | -70% | — |
| 240 |  $BSX | BOSTON SCIENTIFIC CORP | $3,389 | 0.0% | +0% | 79.9 |
| 241 |  $BAC | BANK OF AMERICA CORP /DE/ | $3,364 | 0.0% | +0% | 68.4 |
| 242 |  $SCHW | SCHWAB CHARLES CORP | $3,289 | 0.0% | +0% | 77.2 |
| 243 |  $CBRE | CBRE GROUP, INC. | $3,251 | 0.0% | +0% | 62.9 |
| 244 |  $GM | General Motors Co | $3,204 | 0.0% | +0% | 58.7 |
| 245 |  $LMT | LOCKHEED MARTIN CORP | $3,022 | 0.0% | +0% | 65 |
| 246 |  $WCC | WESCO INTERNATIONAL INC | $3,010 | 0.0% | +0% | 55.4 |
| 247 |  $CCZ | COMCAST CORP | $2,986 | 0.0% | +0% | 70.4 |
| 248 |  $SDA | SunCar Technology Group Inc. | $2,986 | 0.0% | +0% | 45.1 |
| 249 | — | INNOVATOR NASDAQ-100 MANAGED 10 BUFFER ETF | $2,985 | 0.0% | NEW | — |
| 250 |  $KLAC | KLA CORP | $2,945 | 0.0% | +0% | 84.4 |
| 251 | — | COMPAGNIE FINANCIERE A FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $2,863 | 0.0% | +0% | — |
| 252 | — | AIA GROUP LTD FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $2,761 | 0.0% | +0% | — |
| 253 |  $V | VISA INC. | $2,720 | 0.0% | +0% | 83.5 |
| 254 |  $PH | Parker-Hannifin Corp | $2,686 | 0.0% | +0% | 73.8 |
| 255 |  $SONY | Sony Group Corp | $2,670 | 0.0% | +0% | — |
| 256 | — | DAIKIN INDS LTD FSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | $2,623 | 0.0% | +0% | — |
| 257 | — | SOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $2,611 | 0.0% | +300% | — |
| 258 |  $WBD | Warner Bros. Discovery, Inc. | $2,609 | 0.0% | +0% | 42.1 |
| 259 | — | TECHTRONIC INDS LTD FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $2,594 | 0.0% | +0% | — |
| 260 |  $LNG | Cheniere Energy, Inc. | $2,554 | 0.0% | +0% | 48.4 |
| 261 | — | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | $2,518 | 0.0% | +0% | — |
| 262 |  $MCD | MCDONALDS CORP | $2,486 | 0.0% | +0% | 73.9 |
| 263 |  $EXC | EXELON CORP | $2,402 | 0.0% | +0% | 63.9 |
| 264 |  $AMAT | APPLIED MATERIALS INC /DE | $2,393 | 0.0% | +40% | 74.8 |
| 265 | — | FIRST TRUST PREFERRED SECURITIES AND INCOME ETF | $2,361 | 0.0% | +0% | — |
| 266 |  $ELV | Elevance Health, Inc. | $2,342 | 0.0% | +0% | 59.4 |
| 267 |  $LYB | LyondellBasell Industries N.V. | $2,336 | 0.0% | NEW | — |
| 268 |  $LDOS | Leidos Holdings, Inc. | $2,333 | 0.0% | +0% | 73.4 |
| 269 |  $CSX | CSX CORP | $2,299 | 0.0% | +0% | 66.4 |
| 270 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $2,133 | 0.0% | +0% | — |
| 271 |  $SOBO | South Bow Corp | $2,084 | 0.0% | +0% | — |
| 272 |  $TM | TOYOTA MOTOR CORP/ | $2,061 | 0.0% | +0% | — |
| 273 |  $CW | CURTISS WRIGHT CORP | $2,043 | 0.0% | +0% | 70.7 |
| 274 |  $WTW | WILLIS TOWERS WATSON PLC | $2,035 | 0.0% | NEW | — |
| 275 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $1,957 | 0.0% | +0% | 59.5 |
| 276 |  $FNF | Fidelity National Financial, Inc. | $1,948 | 0.0% | +0% | 69.7 |
| 277 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $1,945 | 0.0% | +0% | 74.4 |
| 278 |  $BLK | BlackRock, Inc. | $1,923 | 0.0% | +0% | 70.3 |
| 279 |  $RYAAY | RYANAIR HOLDINGS PLC | $1,850 | 0.0% | +0% | — |
| 280 |  $PRCT | PROCEPT BioRobotics Corp | $1,801 | 0.0% | +0% | 34.8 |
| 281 | — | MICHELIN COMPAGNIE GEN FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $1,772 | 0.0% | +0% | — |
| 282 |  $KDP | Keurig Dr Pepper Inc. | $1,764 | 0.0% | +0% | 63.1 |
| 283 |  $ABBV | AbbVie Inc. | $1,740 | 0.0% | +0% | 59.3 |
| 284 |  $AJG | Arthur J. Gallagher & Co. | $1,733 | 0.0% | +0% | 72.1 |
| 285 |  $CCK | CROWN HOLDINGS, INC. | $1,704 | 0.0% | +0% | 61.9 |
| 286 |  $GS | GOLDMAN SACHS GROUP INC | $1,692 | 0.0% | +0% | — |
| 287 |  $EIX | EDISON INTERNATIONAL | $1,683 | 0.0% | +0% | 70.7 |
| 288 |  $KMI | KINDER MORGAN, INC. | $1,643 | 0.0% | +0% | 74.6 |
| 289 |  $CG | Carlyle Group Inc. | $1,597 | 0.0% | +0% | 47.3 |
| 290 |  $ADI | ANALOG DEVICES INC | $1,591 | 0.0% | +0% | 76.2 |
| 291 |  $AZN | ASTRAZENECA PLC | $1,578 | 0.0% | -50% | — |
| 292 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1,573 | 0.0% | +0% | 75.4 |
| 293 |  $MRK | Merck & Co., Inc. | $1,564 | 0.0% | -38% | 70.9 |
| 294 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $1,534 | 0.0% | +0% | 67.3 |
| 295 |  $CCJ | CAMECO CORP | $1,521 | 0.0% | NEW | — |
| 296 |  $HLT | Hilton Worldwide Holdings Inc. | $1,520 | 0.0% | +0% | 73.1 |
| 297 |  $MET | METLIFE INC | $1,414 | 0.0% | +0% | 73.9 |
| 298 | — | FT VEST U.S. EQUITY BUFFER ETF - JANUARY | $1,411 | 0.0% | +0% | — |
| 299 |  $EVRG | Evergy, Inc. | $1,393 | 0.0% | +0% | 56.2 |
| 300 |  $ABNB | Airbnb, Inc. | $1,389 | 0.0% | +0% | 70.1 |
| 301 |  $PFE | PFIZER INC | $1,376 | 0.0% | +0% | 69 |
| 302 |  $KO | COCA COLA CO | $1,369 | 0.0% | +0% | 74 |
| 303 |  $RTX | RTX Corp | $1,350 | 0.0% | +0% | 70 |
| 304 |  $RCI | ROGERS COMMUNICATIONS INC | $1,346 | 0.0% | NEW | — |
| 305 | — | TOKYO ELECTRON LTD FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $1,344 | 0.0% | +0% | — |
| 306 | — | CLP HLDGS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,338 | 0.0% | +0% | — |
| 307 |  $LH | LABCORP HOLDINGS INC. | $1,334 | 0.0% | -17% | 54.8 |
| 308 |  $LEA | LEAR CORP | $1,332 | 0.0% | +0% | 50 |
| 309 |  $CB | Chubb Ltd | $1,304 | 0.0% | NEW | — |
| 310 | — | SEVEN & I HLDGS CO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $1,270 | 0.0% | +0% | — |
| 311 | — | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1,213 | 0.0% | +0% | — |
| 312 |  $IHG | INTERCONTINENTAL HOTELS GROUP PLC /NEW/ | $1,201 | 0.0% | +0% | — |
| 313 |  $ING | ING GROEP NV | $1,198 | 0.0% | +0% | — |
| 314 |  $MO | ALTRIA GROUP, INC. | $1,188 | 0.0% | +0% | 72.1 |
| 315 |  $COP | CONOCOPHILLIPS | $1,188 | 0.0% | +0% | 74.8 |
| 316 |  $WM | WASTE MANAGEMENT INC | $1,149 | 0.0% | +0% | 70.7 |
| 317 | — | GRANITESHARES 2X LONG COIN DAILY ETF | $1,134 | 0.0% | +0% | — |
| 318 |  $FITB | FIFTH THIRD BANCORP | $1,115 | 0.0% | +0% | — |
| 319 |  $MRVL | Marvell Technology, Inc. | $1,090 | 0.0% | +0% | 77.3 |
| 320 |  $SSRM | SSR MINING INC. | $1,087 | 0.0% | NEW | 61.9 |
| 321 |  $AME | AMETEK INC/ | $1,072 | 0.0% | +0% | 74.2 |
| 322 |  $NDSN | NORDSON CORP | $1,064 | 0.0% | +0% | 67.8 |
| 323 | — | ERSTE GROUP BK A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | $1,035 | 0.0% | +0% | — |
| 324 |  $J | JACOBS SOLUTIONS INC. | $1,018 | 0.0% | +0% | 47.7 |
| 325 |  $BIDU | Baidu, Inc. | $1,003 | 0.0% | +50% | — |
| 326 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $983 | 0.0% | -85% | 63.7 |
| 327 |  $GLW | CORNING INC /NY | $952 | 0.0% | NEW | 72.7 |
| 328 | — | SUZUKI MTR CORP FSPONSORED ADR 1 ADR REPS 4 ORD SHS | $919 | 0.0% | +0% | — |
| 329 |  $QCOM | QUALCOMM INC/DE | $901 | 0.0% | -46% | 81.9 |
| 330 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $867 | 0.0% | +0% | 71.5 |
| 331 |  $FSM | FORTUNA MINING CORP. | $864 | 0.0% | NEW | — |
| 332 |  $BA | BOEING CO | $796 | 0.0% | +0% | 51.8 |
| 333 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $790 | 0.0% | +0% | 47.2 |
| 334 |  $URI | UNITED RENTALS, INC. | $729 | 0.0% | +0% | 70.7 |
| 335 |  $CDE | Coeur Mining, Inc. | $694 | 0.0% | NEW | 78.1 |
| 336 |  $AXP | AMERICAN EXPRESS CO | $605 | 0.0% | +0% | 73.2 |
| 337 |  $DFTX | Definium Therapeutics, Inc. | $567 | 0.0% | NEW | — |
| 338 |  $HUT | Hut 8 Corp. | $469 | 0.0% | -23% | 31.4 |
| 339 | — | FIRST TRUST MANAGED MUNICIPAL ETF | $405 | 0.0% | +0% | — |
| 340 |  $FISV | FISERV INC | $391 | 0.0% | +133% | 67.4 |
| 341 |  $ABAT | AMERICAN BATTERY TECHNOLOGY Co | $379 | 0.0% | +0% | — |
| 342 |  $ROK | ROCKWELL AUTOMATION, INC | $359 | 0.0% | +0% | 68.2 |
| 343 | — | ISHARES U.S. AEROSPACE &DEFENSE ETF | $219 | 0.0% | +0% | — |
| 344 |  $PYPL | PayPal Holdings, Inc. | $181 | 0.0% | NEW | 70.5 |
| 345 | — | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E | $158 | 0.0% | +0% | — |
| 346 |  $SMR | NUSCALE POWER Corp | $130 | 0.0% | NEW | 26.6 |
| 347 |  $LUMN | Lumen Technologies, Inc. | $111 | 0.0% | NEW | 39.8 |
| 348 |  $RIG | Transocean Ltd. | $86 | 0.0% | NEW | — |
| 349 |  $CTGO | Contango Silver & Gold Inc. | $75 | 0.0% | NEW | — |
| 350 | — | DIREXION DAILY TSLA BULL2X SHARES | $49 | 0.0% | -98% | — |
| 351 |  $WOLF | WOLFSPEED, INC. | $16 | 0.0% | +0% | 28.4 |
| 352 | — | VISION ENERGY CORP XXXREGISTRATION REVOKED BY THE SEC EFF: 04/17/25 | $0 | 0.0% | +0% | — |
| 353 | — | BIOZOOM INC | $0 | 0.0% | +0% | — |
| 354 | — | ELECTRONIC GAME CARD XXXREGISTRATION REVOKED BY THE SEC EFF: 09/23/13 | $0 | 0.0% | +0% | — |
New Positions (45)
FIRST TRUST NASDAQ CLEANEDGE SMART GRID INFRASTRUCTURE INDEX FUN$1.4M
GLOBAL X DEFENSE TECH ETF$1.2M
VANECK SEMICONDUCTOR ETF$1.1M
$YMM Full Truck Alliance Co. Ltd.$597,045 FIRST TR INDXX INNOVATIVE TRNS & PROC ETF$588,674
STATE STREET SPDR S&P KENSHO FINAL FRONTIERS ETF$522,463
INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF$177,283
FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF$163,285
FT VEST DJIA DOGS 10 TARGET INCOME ETF$122,292
FT VEST LADDERED ENHANCE& MODERATE BUFFER ETF$89,032
PROSHARES S&P TECHNOLOGYDIVIDEND ARISTOCRATS ETF$71,833
FT VEST U.S. EQUITY DUALDIRECTIONAL BUFFER ETF -FEBRUARY$44,051
INNOVATOR LADDERED ALLOCATION BUFFER ETF$42,410
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF$41,399
$PLG PLATINUM GROUP METALS LTD$9,735Exited Positions (43)
$ETHE Grayscale Ethereum Staking ETF
$BPRE Bluerock Private Real Estate Fund
$CEF Sprott Physical Gold & Silver Trust LEVERAGE SHARES 2X LONG TSLA DLY ETF
FT VEST US EQUITY BUFFERETF
PROSHARES ULTRA GOLD ETF
$EXK ENDEAVOUR SILVER CORP YIELDMAX GOOGL OPTN INC STGY ETF
AMERICAN FUNDS SMALLCAP WORLD A
$HCA HCA Healthcare, Inc.
$NFLX NETFLIX INC VANGUARD TOTAL BOND MARKET ETF
FT VEST US EQTY MOD BUFRETF
$FIS Fidelity National Information Services, Inc. ISHARES CORE HIGH DIVIDEND ETF
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