Sunrise Financial Services, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2110891
Institutional-grade research for retail investors
13F Reported Value
ⓘ$141.1M
Holdings
622
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Sunrise Financial Services, LLC disclosed 622 positions worth $141.1M in its Form 13F-HR for Q1 2026, followed by $IVZ. During the quarter the fund opened 82 new positions and exited 13 and a full exit from $ZIM. The portfolio is most concentrated in Other (77.0% of disclosed assets). All figures are sourced directly from Sunrise Financial Services, LLC’s Form 13F-HR filing with the SEC under CIK 2110891.
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
CAPITAL GROUP DIVIDEND VALUE
—Quality
$18.7M440,383 sh- —
Quality
$11.7M49,053 sh HARBOR ETF TRUST
—Quality
$9.7M311,446 shISHARES TR
—Quality
$7.8M31,399 sh- —
Quality
$6.5M44,821 sh BNY MELLON ETF TRUST
—Quality
$5.6M60,099 shBLACKROCK ETF TRUST
—Quality
$5.5M94,504 shLEGG MASON ETF INVT
—Quality
$4.8M117,648 shSELECT SECTOR SPDR TR
—Quality
$4.7M35,409 shINVESCO EXCHANGE TRADED FD T
—Quality
$4.6M99,279 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE | — | $18.7M | 440,383 |
 Invesco Ltd.$IVZ | — | $11.7M | 49,053 |
| HARBOR ETF TRUST | — | $9.7M | 311,446 |
| ISHARES TR | — | $7.8M | 31,399 |
| Invesco Ltd.$IVZ | — | $6.5M | 44,821 |
| BNY MELLON ETF TRUST | — | $5.6M | 60,099 |
| BLACKROCK ETF TRUST | — | $5.5M | 94,504 |
| LEGG MASON ETF INVT | — | $4.8M | 117,648 |
| SELECT SECTOR SPDR TR | — | $4.7M | 35,409 |
| INVESCO EXCHANGE TRADED FD T | — | $4.6M | 99,279 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sunrise Financial Services, LLC's 622 positions.
Showing top 10 of 622 holdings.
Sector Allocation
Other
$108.7M
Financials
$20.3M
Technology
$5.3M
Consumer Discretionary
$3.5M
Industrials
$1.6M
Healthcare
$860,798
Energy
$230,609
Consumer Staples
$214,480
Full Holdings — Sunrise Financial Services, LLC (Q1 2026)
All 622 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 | — | CAPITAL GROUP DIVIDEND VALUE | $18.7M | 13.3% | +12% | — |
| 2 | $IVZ | Invesco Ltd. | $11.7M | 8.3% | -24% | — |
| 3 | — | HARBOR ETF TRUST | $9.7M | 6.8% | +64% | — |
| 4 | — | ISHARES TR | $7.8M | 5.5% | +9% | — |
| 5 | $IVZ | Invesco Ltd. | $6.5M | 4.6% | NEW | — |
| 6 | — | BNY MELLON ETF TRUST | $5.6M | 4.0% | NEW | — |
| 7 | — | BLACKROCK ETF TRUST | $5.5M | 3.9% | NEW | — |
| 8 | — | LEGG MASON ETF INVT | $4.8M | 3.4% | +5% | — |
| 9 | — | SELECT SECTOR SPDR TR | $4.7M | 3.3% | -19% | — |
| 10 | — | INVESCO EXCHANGE TRADED FD T | $4.6M | 3.2% | NEW | — |
| 11 | — | J P MORGAN EXCHANGE TRADED F | $4.5M | 3.2% | NEW | — |
| 12 | — | EA SERIES TRUST | $4.3M | 3.1% | -5% | — |
| 13 | — | RBB FD INC | $3.7M | 2.6% | -33% | — |
| 14 | — | THE ALGER ETF TRUST | $3.7M | 2.6% | NEW | — |
| 15 | — | PGIM ETF TR | $3.6M | 2.6% | -49% | — |
| 16 | — | VANECK ETF TRUST | $3.0M | 2.1% | NEW | — |
| 17 | — | T ROWE PRICE ETF INC | $2.5M | 1.8% | +1% | — |
| 18 | — | BLACKROCK ETF TRUST II | $2.4M | 1.7% | +2091% | — |
| 19 | — | J P MORGAN EXCHANGE TRADED F | $2.2M | 1.5% | +10% | — |
| 20 |  $MSFT | MICROSOFT CORP | $1.9M | 1.4% | -11% | 83.7 |
| 21 |  $NVDA | NVIDIA CORP | $1.7M | 1.2% | -2% | 90.2 |
| 22 | — | VANGUARD INDEX FDS | $1.4M | 1.0% | -72% | — |
| 23 | — | VANGUARD WORLD FD | $1.2M | 0.8% | -9% | — |
| 24 | — | HARBOR ETF TRUST | $1.1M | 0.8% | -78% | — |
| 25 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.8% | +0% | 67 |
| 26 | — | CAPITAL GRP FIXED INCM ETF T | $934,543 | 0.7% | -5% | — |
| 27 |  $AMZN | AMAZON COM INC | $907,432 | 0.6% | -12% | 74.6 |
| 28 |  $TSLA | Tesla, Inc. | $664,317 | 0.5% | +0% | 50.1 |
| 29 | $IVZ | Invesco Ltd. | $617,374 | 0.4% | -91% | — |
| 30 | — | CAPITAL GRP FIXED INCM ETF T | $606,194 | 0.4% | -1% | — |
| 31 | — | FRANKLIN TEMPLETON ETF TR | $555,779 | 0.4% | -90% | — |
| 32 | — | BNY MELLON ETF TRUST | $552,522 | 0.4% | -0% | — |
| 33 | — | MORGAN STANLEY ETF TRUST | $534,895 | 0.4% | +26% | — |
| 34 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $523,502 | 0.4% | -4% | — |
| 35 | — | ETF SER SOLUTIONS | $522,548 | 0.4% | NEW | — |
| 36 | — | RBB FUND TRUST | $514,742 | 0.4% | NEW | — |
| 37 | — | RBB FD INC | $494,921 | 0.3% | -91% | — |
| 38 |  $SBUX | STARBUCKS CORP | $487,728 | 0.3% | -1% | 54.6 |
| 39 |  $AAPL | Apple Inc. | $426,875 | 0.3% | -5% | 76.1 |
| 40 |  $WSM | WILLIAMS SONOMA INC | $391,280 | 0.3% | +0% | 65 |
| 41 | — | VANECK ETF TRUST | $339,618 | 0.2% | +5% | — |
| 42 | — | SCHWAB STRATEGIC TR | $336,685 | 0.2% | +11% | — |
| 43 | — | ISHARES TR | $321,637 | 0.2% | -52% | — |
| 44 |  $BRK.B | BERKSHIRE HATHAWAY INC | $306,688 | 0.2% | -7% | 64.5 |
| 45 | $IVZ | Invesco Ltd. | $298,756 | 0.2% | -5% | — |
| 46 | — | TIDAL TRUST III | $287,810 | 0.2% | -47% | — |
| 47 | — | FIRST TR EXCHANGE TRADED FD | $276,016 | 0.2% | NEW | — |
| 48 |  $ALPS | Alps Group Inc | $273,419 | 0.2% | +661% | — |
| 49 | — | INVESCO EXCHANGE TRADED FD T | $268,421 | 0.2% | -1% | — |
| 50 | — | VANGUARD INDEX FDS | $262,324 | 0.2% | -28% | — |
| 51 |  $META | Meta Platforms, Inc. | $254,598 | 0.2% | -4% | 80.9 |
| 52 |  $USB | US BANCORP DE | $254,433 | 0.2% | +0% | 71.4 |
| 53 | — | J P MORGAN EXCHANGE TRADED F | $252,081 | 0.2% | +283% | — |
| 54 | — | CAPITAL GROUP DIVIDEND GROWE | $243,151 | 0.2% | NEW | — |
| 55 | — | AMERICAN CENTY ETF TR | $236,591 | 0.2% | +0% | — |
| 56 | — | ISHARES INC | $236,391 | 0.2% | -62% | — |
| 57 | — | VANGUARD ADMIRAL FDS INC | $234,980 | 0.2% | -9% | — |
| 58 | — | SCHWAB STRATEGIC TR | $232,990 | 0.2% | +9% | — |
| 59 |  $GOOGL | Alphabet Inc. | $230,349 | 0.2% | +0% | 80.2 |
| 60 | — | FIRST TR EXCHANGE-TRADED FD | $227,427 | 0.2% | +23% | — |
| 61 |  $CAT | CATERPILLAR INC | $190,576 | 0.1% | +6% | 67.8 |
| 62 | — | SPDR SERIES TRUST | $183,803 | 0.1% | +0% | — |
| 63 | — | VANGUARD INDEX FDS | $180,145 | 0.1% | -1% | — |
| 64 |  $HD | HOME DEPOT, INC. | $177,272 | 0.1% | +4% | 69.2 |
| 65 | — | COHEN & STEERS ETF TRUST | $170,162 | 0.1% | NEW | — |
| 66 |  $JNJ | JOHNSON & JOHNSON | $162,064 | 0.1% | +3% | 72.8 |
| 67 | — | FIDELITY COVINGTON TRUST | $159,759 | 0.1% | +0% | — |
| 68 | — | VANGUARD INDEX FDS | $149,908 | 0.1% | -30% | — |
| 69 | — | VANGUARD WORLD FD | $148,420 | 0.1% | +0% | — |
| 70 | — | ISHARES TR | $145,595 | 0.1% | -3% | — |
| 71 | — | NEOS ETF TRUST | $145,049 | 0.1% | +17% | — |
| 72 | — | VANGUARD INDEX FDS | $136,183 | 0.1% | -1% | — |
| 73 |  $NFLX | NETFLIX INC | $135,572 | 0.1% | +0% | 86.7 |
| 74 | — | ISHARES TR | $133,748 | 0.1% | +775% | — |
| 75 | — | ISHARES TR | $126,260 | 0.1% | +147% | — |
| 76 | — | SPDR INDEX SHS FDS | $124,089 | 0.1% | +0% | — |
| 77 | — | SPDR SERIES TRUST | $121,237 | 0.1% | -44% | — |
| 78 |  $GOOG | Alphabet Inc. | $113,299 | 0.1% | -22% | 80.2 |
| 79 |  $CSCO | CISCO SYSTEMS, INC. | $112,738 | 0.1% | +0% | 72.3 |
| 80 | — | VANGUARD INDEX FDS | $109,634 | 0.1% | -66% | — |
| 81 | — | ISHARES TR | $107,651 | 0.1% | -17% | — |
| 82 |  $PLTR | Palantir Technologies Inc. | $107,077 | 0.1% | +0% | 85.8 |
| 83 | — | ISHARES TR | $97,772 | 0.1% | +227% | — |
| 84 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $97,441 | 0.1% | -1% | 66.7 |
| 85 |  $LRCX | LAM RESEARCH CORP | $96,147 | 0.1% | -47% | 82.4 |
| 86 |  $ISRG | INTUITIVE SURGICAL INC | $87,127 | 0.1% | -17% | 81.4 |
| 87 | — | J P MORGAN EXCHANGE TRADED F | $86,647 | 0.1% | +63% | — |
| 88 |  $BA | BOEING CO | $85,583 | 0.1% | +5% | 51.8 |
| 89 | — | ISHARES TR | $81,182 | 0.1% | -12% | — |
| 90 | — | ISHARES TR | $80,361 | 0.1% | -23% | — |
| 91 | — | SPDR INDEX SHS FDS | $75,478 | 0.1% | -2% | — |
| 92 | — | SPDR SERIES TRUST | $75,348 | 0.1% | +2162% | — |
| 93 |  $MELI | MERCADOLIBRE INC | $74,348 | 0.1% | +0% | 77.5 |
| 94 | — | VANGUARD SCOTTSDALE FDS | $74,117 | 0.1% | +39% | — |
| 95 |  $WMT | Walmart Inc. | $73,077 | 0.1% | -32% | 63.2 |
| 96 | — | VANGUARD WORLD FD | $72,543 | 0.1% | +0% | — |
| 97 |  $MU | MICRON TECHNOLOGY INC | $71,622 | 0.1% | +2% | 88.4 |
| 98 | — | ISHARES TR | $69,862 | 0.1% | NEW | — |
| 99 | — | ISHARES TR | $65,820 | 0.1% | +771% | — |
| 100 | — | ISHARES TR | $65,628 | 0.1% | -13% | — |
| 101 |  $MCD | MCDONALDS CORP | $64,334 | 0.1% | +11% | 73.9 |
| 102 |  $MA | Mastercard Inc | $61,958 | 0.0% | +0% | 81.7 |
| 103 |  $MAIN | Main Street Capital CORP | $61,010 | 0.0% | +82% | — |
| 104 |  $MRK | Merck & Co., Inc. | $59,904 | 0.0% | +8% | 70.9 |
| 105 | — | VANGUARD INTL EQUITY INDEX F | $59,887 | 0.0% | +43% | — |
| 106 | — | LEGG MASON ETF INVT | $57,243 | 0.0% | -38% | — |
| 107 |  $CVX | CHEVRON CORP | $56,484 | 0.0% | +10% | 54.7 |
| 108 | — | PIMCO ETF TR | $55,408 | 0.0% | -51% | — |
| 109 | — | SIMPLIFY EXCHANGE TRADED FUN | $54,968 | 0.0% | -10% | — |
| 110 |  $ALK | ALASKA AIR GROUP, INC. | $54,214 | 0.0% | +0% | 56.3 |
| 111 |  $AMD | ADVANCED MICRO DEVICES INC | $53,095 | 0.0% | -18% | 78.8 |
| 112 | — | BLACKROCK ETF TRUST II | $52,952 | 0.0% | +5% | — |
| 113 |  $DE | DEERE & CO | $52,950 | 0.0% | +18% | 57.4 |
| 114 | — | J P MORGAN EXCHANGE TRADED F | $51,412 | 0.0% | -30% | — |
| 115 |  $AMGN | AMGEN INC | $49,259 | 0.0% | +0% | 79.5 |
| 116 | — | ISHARES TR | $49,144 | 0.0% | +3965% | — |
| 117 |  $JPM | JPMORGAN CHASE & CO | $48,831 | 0.0% | +13% | 35.6 |
| 118 |  $LMT | LOCKHEED MARTIN CORP | $48,351 | 0.0% | +0% | 65 |
| 119 | — | NUSHARES ETF TR | $45,743 | 0.0% | -91% | — |
| 120 | — | VANGUARD TAX-MANAGED FDS | $45,112 | 0.0% | -19% | — |
| 121 | — | SCHWAB STRATEGIC TR | $45,095 | 0.0% | +0% | — |
| 122 |  $UNFI | UNITED NATURAL FOODS INC | $44,700 | 0.0% | +0% | 50.1 |
| 123 |  $WFC | WELLS FARGO & COMPANY/MN | $44,502 | 0.0% | -10% | — |
| 124 |  $NVO | NOVO NORDISK A S | $44,431 | 0.0% | -45% | — |
| 125 |  $SIVR | abrdn Silver ETF Trust | $43,754 | 0.0% | +23% | — |
| 126 |  $BAC | BANK OF AMERICA CORP /DE/ | $43,095 | 0.0% | -12% | 68.4 |
| 127 | — | PACER FDS TR | $42,507 | 0.0% | -41% | — |
| 128 |  $GM | General Motors Co | $39,858 | 0.0% | +0% | 58.7 |
| 129 | — | J P MORGAN EXCHANGE TRADED F | $39,676 | 0.0% | +0% | — |
| 130 | — | VANECK ETF TRUST | $39,641 | 0.0% | +0% | — |
| 131 | — | GLOBAL X FDS | $38,565 | 0.0% | +0% | — |
| 132 |  $BDX | BECTON DICKINSON & CO | $36,949 | 0.0% | +7% | 50.7 |
| 133 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $36,931 | 0.0% | +0% | 66.5 |
| 134 |  $TJX | TJX COMPANIES INC /DE/ | $36,891 | 0.0% | +0% | 70.7 |
| 135 |  $KO | COCA COLA CO | $36,732 | 0.0% | +0% | 74 |
| 136 |  $GLD | SPDR GOLD TRUST | $36,575 | 0.0% | +5% | — |
| 137 | — | VANGUARD INTL EQUITY INDEX F | $35,281 | 0.0% | +49% | — |
| 138 | — | INVESCO EXCH TRADED FD TR II | $34,869 | 0.0% | +32% | — |
| 139 | — | ISHARES TR | $33,167 | 0.0% | +10% | — |
| 140 | — | NUSHARES ETF TR | $31,987 | 0.0% | -87% | — |
| 141 |  $GLW | CORNING INC /NY | $31,681 | 0.0% | +0% | 72.7 |
| 142 | — | NEW YORK LIFE INVTS ACTIVE E | $31,262 | 0.0% | +107% | — |
| 143 |  $ORCL | ORACLE CORP | $31,187 | 0.0% | +0% | 67.2 |
| 144 | $IVZ | Invesco Ltd. | $30,312 | 0.0% | +0% | — |
| 145 | — | BONDBLOXX ETF TRUST | $30,080 | 0.0% | +0% | — |
| 146 | — | VANECK ETF TRUST | $29,780 | 0.0% | +651% | — |
| 147 |  $DIS | Walt Disney Co | $29,685 | 0.0% | +8% | 68.9 |
| 148 |  $RH | RH | $29,502 | 0.0% | +0% | 53.2 |
| 149 | — | SELECT SECTOR SPDR TR | $29,324 | 0.0% | -64% | — |
| 150 | — | MORGAN STANLEY ETF TRUST | $28,785 | 0.0% | -89% | — |
| 151 | — | ISHARES TR | $27,979 | 0.0% | +0% | — |
| 152 |  $SLB | SLB LIMITED/NV | $27,905 | 0.0% | +0% | 63.2 |
| 153 | — | ISHARES INC | $27,779 | 0.0% | -36% | — |
| 154 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $27,518 | 0.0% | +0% | — |
| 155 | — | ISHARES TR | $27,444 | 0.0% | +6% | — |
| 156 |  $RACE | Ferrari N.V. | $27,414 | 0.0% | +0% | — |
| 157 |  $IBKR | Interactive Brokers Group, Inc. | $27,096 | 0.0% | +0% | 75.5 |
| 158 |  $BLK | BlackRock, Inc. | $26,928 | 0.0% | +33% | 70.3 |
| 159 |  $DAL | DELTA AIR LINES, INC. | $26,459 | 0.0% | +0% | 64.4 |
| 160 | — | ISHARES TR | $25,850 | 0.0% | +265% | — |
| 161 |  $IAU | ISHARES GOLD TRUST | $25,655 | 0.0% | +0% | — |
| 162 |  $BKNG | Booking Holdings Inc. | $25,262 | 0.0% | +0% | 55.3 |
| 163 |  $SCHW | SCHWAB CHARLES CORP | $25,093 | 0.0% | +39% | 77.2 |
| 164 |  $SWX | Southwest Gas Holdings, Inc. | $24,853 | 0.0% | +0% | — |
| 165 | — | CALAMOS ETF TR | $24,815 | 0.0% | NEW | — |
| 166 |  $WM | WASTE MANAGEMENT INC | $24,588 | 0.0% | -23% | 70.7 |
| 167 | — | VANGUARD WHITEHALL FDS | $24,585 | 0.0% | -57% | — |
| 168 | — | PROSHARES TR | $24,488 | 0.0% | +0% | — |
| 169 |  $XOM | EXXON MOBIL CORP | $24,431 | 0.0% | +40% | 61.8 |
| 170 | — | VANGUARD INDEX FDS | $24,115 | 0.0% | +0% | — |
| 171 | — | PROSHARES TR | $23,331 | 0.0% | +0% | — |
| 172 |  $PG | PROCTER & GAMBLE Co | $21,666 | 0.0% | +19% | 72.9 |
| 173 |  $FIVE | FIVE BELOW, INC | $21,020 | 0.0% | +0% | 66.1 |
| 174 |  $FAST | FASTENAL CO | $20,694 | 0.0% | +0% | 73.5 |
| 175 |  $V | VISA INC. | $20,552 | 0.0% | +0% | 83.5 |
| 176 |  $APH | AMPHENOL CORP /DE/ | $20,469 | 0.0% | +0% | 80.5 |
| 177 |  $QCOM | QUALCOMM INC/DE | $19,961 | 0.0% | +5% | 81.9 |
| 178 | — | INVESTMENT MANAGERS SER TR I | $19,944 | 0.0% | NEW | — |
| 179 |  $SYF | Synchrony Financial | $19,794 | 0.0% | +0% | — |
| 180 | — | ISHARES TR | $19,793 | 0.0% | -32% | — |
| 181 |  $WELL | WELLTOWER INC. | $19,771 | 0.0% | +0% | 75.7 |
| 182 |  $ECL | ECOLAB INC. | $19,419 | 0.0% | +0% | 64.3 |
| 183 |  $LOW | LOWES COMPANIES INC | $19,139 | 0.0% | +0% | 63.5 |
| 184 |  $RY | ROYAL BANK OF CANADA | $19,090 | 0.0% | +0% | — |
| 185 |  $NEE | NEXTERA ENERGY INC | $19,040 | 0.0% | +33% | 71.7 |
| 186 | — | PROSHARES TR | $18,711 | 0.0% | +0% | — |
| 187 |  $SHW | SHERWIN WILLIAMS CO | $18,271 | 0.0% | +0% | 65.3 |
| 188 | — | VANGUARD WORLD FD | $17,650 | 0.0% | +0% | — |
| 189 |  $PCAR | PACCAR INC | $17,325 | 0.0% | +0% | 56.5 |
| 190 |  $PEP | PEPSICO INC | $16,461 | 0.0% | +28% | 62.7 |
| 191 | — | ISHARES TR | $16,081 | 0.0% | -91% | — |
| 192 |  $AM | Antero Midstream Corp | $15,960 | 0.0% | +0% | 71.6 |
| 193 |  $RTX | RTX Corp | $15,625 | 0.0% | +161% | 70 |
| 194 |  $MNST | Monster Beverage Corp | $15,506 | 0.0% | +0% | 77 |
| 195 | — | PGIM ROCK ETF TR | $15,415 | 0.0% | +0% | — |
| 196 |  $O | REALTY INCOME CORP | $15,295 | 0.0% | +0% | 74.6 |
| 197 |  $NXPI | NXP Semiconductors N.V. | $15,158 | 0.0% | +0% | — |
| 198 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $15,136 | 0.0% | +0% | 66.4 |
| 199 |  $GE | GENERAL ELECTRIC CO | $15,040 | 0.0% | +0% | 74.8 |
| 200 |  $PFE | PFIZER INC | $14,995 | 0.0% | +17% | 69 |
| 201 | — | INVESCO ACTIVELY MANAGED EXC | $14,968 | 0.0% | +0% | — |
| 202 | — | ISHARES TR | $14,725 | 0.0% | +0% | — |
| 203 |  $BMY | BRISTOL MYERS SQUIBB CO | $14,556 | 0.0% | +0% | 70.1 |
| 204 |  $STM | STMicroelectronics N.V. | $14,546 | 0.0% | +0% | — |
| 205 | — | ISHARES TR | $14,300 | 0.0% | -94% | — |
| 206 | — | FIRST TR EXCHNG TRADED FD VI | $14,183 | 0.0% | +0% | — |
| 207 |  $ADBE | ADOBE INC. | $14,099 | 0.0% | +0% | 80.4 |
| 208 |  $INTU | INTUIT INC. | $13,836 | 0.0% | +0% | 82 |
| 209 | — | FLEXSHARES TR | $13,808 | 0.0% | -63% | — |
| 210 |  $TXN | TEXAS INSTRUMENTS INC | $13,590 | 0.0% | +75% | 70.4 |
| 211 |  $UPS | UNITED PARCEL SERVICE INC | $13,478 | 0.0% | +0% | 58.2 |
| 212 |  $F | FORD MOTOR CO | $12,971 | 0.0% | -64% | 58.5 |
| 213 | — | VANGUARD SPECIALIZED FUNDS | $12,689 | 0.0% | +0% | — |
| 214 | — | NUSHARES ETF TR | $12,570 | 0.0% | -91% | — |
| 215 | — | FIDELITY COVINGTON TRUST | $12,290 | 0.0% | +0% | — |
| 216 |  $GVA | GRANITE CONSTRUCTION INC | $12,228 | 0.0% | +0% | 56.9 |
| 217 |  $AVGO | Broadcom Inc. | $12,071 | 0.0% | +0% | 86.4 |
| 218 |  $ABT | ABBOTT LABORATORIES | $12,012 | 0.0% | +0% | 67 |
| 219 |  $LIN | LINDE PLC | $11,898 | 0.0% | -40% | — |
| 220 |  $DDD | 3D SYSTEMS CORP | $11,844 | 0.0% | -0% | 44.5 |
| 221 | — | VANGUARD WHITEHALL FDS | $11,765 | 0.0% | +0% | — |
| 222 |  $ABBV | AbbVie Inc. | $11,744 | 0.0% | +0% | 59.3 |
| 223 |  $GEV | GE Vernova Inc. | $11,348 | 0.0% | +0% | 70.1 |
| 224 |  $C | CITIGROUP INC | $11,001 | 0.0% | +0% | 54.8 |
| 225 | — | VANGUARD WORLD FD | $10,954 | 0.0% | +0% | — |
| 226 |  $AIZ | ASSURANT, INC. | $10,891 | 0.0% | +0% | 62.6 |
| 227 | — | FIRST TR EXCHANGE-TRADED FD | $10,765 | 0.0% | +0% | — |
| 228 | — | FRANKLIN TEMPLETON ETF TR | $10,749 | 0.0% | -100% | — |
| 229 |  $ADM | Archer-Daniels-Midland Co | $10,685 | 0.0% | +0% | 49.4 |
| 230 |  $UL | UNILEVER PLC | $10,596 | 0.0% | +5% | — |
| 231 | — | ISHARES TR | $10,411 | 0.0% | +0% | — |
| 232 | — | PGIM ROCK ETF TR | $10,205 | 0.0% | +0% | — |
| 233 | — | INVESTMENT MANAGERS SER TR I | $10,012 | 0.0% | NEW | — |
| 234 |  $WY | WEYERHAEUSER CO | $9,967 | 0.0% | +0% | 52.9 |
| 235 |  $CTVA | Corteva, Inc. | $9,961 | 0.0% | +0% | 48.4 |
| 236 |  $MRVL | Marvell Technology, Inc. | $9,905 | 0.0% | +0% | 77.3 |
| 237 | — | SEI EXCHANGE TRADED FUNDS | $9,701 | 0.0% | NEW | — |
| 238 |  $WMB | WILLIAMS COMPANIES, INC. | $9,607 | 0.0% | +0% | 72.8 |
| 239 | — | SCHWAB STRATEGIC TR | $9,498 | 0.0% | -97% | — |
| 240 |  $CCZ | COMCAST CORP | $9,044 | 0.0% | +0% | 70.4 |
| 241 |  $WAT | WATERS CORP /DE/ | $8,934 | 0.0% | NEW | 69.9 |
| 242 |  $BABA | Alibaba Group Holding Ltd | $8,908 | 0.0% | +1% | — |
| 243 |  $ARCC | ARES CAPITAL CORP | $8,686 | 0.0% | +0% | — |
| 244 |  $MDT | Medtronic plc | $8,578 | 0.0% | +90% | — |
| 245 |  $WEC | WEC ENERGY GROUP, INC. | $8,335 | 0.0% | +0% | 67 |
| 246 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $8,111 | 0.0% | -68% | — |
| 247 |  $NKE | NIKE, Inc. | $8,029 | 0.0% | +2% | 53.4 |
| 248 |  $PM | Philip Morris International Inc. | $7,771 | 0.0% | +0% | 80.5 |
| 249 |  $ZTS | Zoetis Inc. | $7,684 | 0.0% | +0% | 72.6 |
| 250 | — | SPDR SERIES TRUST | $7,596 | 0.0% | +0% | — |
| 251 | — | SELECT SECTOR SPDR TR | $7,406 | 0.0% | +0% | — |
| 252 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $7,283 | 0.0% | +94% | 70.9 |
| 253 |  $RSG | REPUBLIC SERVICES, INC. | $7,228 | 0.0% | NEW | 72 |
| 254 |  $PYPL | PayPal Holdings, Inc. | $7,109 | 0.0% | -30% | 70.5 |
| 255 |  $DEO | DIAGEO PLC | $7,073 | 0.0% | +0% | — |
| 256 |  $CVS | CVS HEALTH Corp | $7,038 | 0.0% | +206% | 51.3 |
| 257 |  $KHC | Kraft Heinz Co | $7,017 | 0.0% | +0% | 42.5 |
| 258 |  $TRV | TRAVELERS COMPANIES, INC. | $7,000 | 0.0% | +0% | 71.5 |
| 259 |  $ADP | AUTOMATIC DATA PROCESSING INC | $6,908 | 0.0% | +0% | 77.9 |
| 260 | — | SELECT SECTOR SPDR TR | $6,896 | 0.0% | +0% | — |
| 261 |  $MMM | 3M CO | $6,826 | 0.0% | +0% | 60.7 |
| 262 |  $NEM | NEWMONT Corp /DE/ | $6,820 | 0.0% | NEW | 88.3 |
| 263 |  $__PARK_1390777 | Bank of New York Mellon Corp | $6,762 | 0.0% | +0% | 36.7 |
| 264 |  $MTB | M&T BANK CORP | $6,615 | 0.0% | +88% | 64.1 |
| 265 |  $SLV | iShares Silver Trust | $6,473 | 0.0% | +56% | — |
| 266 |  $SNPS | SYNOPSYS INC | $6,175 | 0.0% | +0% | 63.1 |
| 267 |  $WT | WisdomTree, Inc. | $6,079 | 0.0% | +0% | 62.9 |
| 268 |  $PSX | Phillips 66 | $6,012 | 0.0% | +106% | 47.6 |
| 269 | — | ISHARES TR | $5,905 | 0.0% | +0% | — |
| 270 |  $EWBC | EAST WEST BANCORP INC | $5,765 | 0.0% | +0% | — |
| 271 |  $MKL | MARKEL GROUP INC. | $5,742 | 0.0% | +0% | 68.2 |
| 272 |  $Q | Qnity Electronics, Inc. | $5,538 | 0.0% | +66% | — |
| 273 | — | SCHWAB STRATEGIC TR | $5,534 | 0.0% | -98% | — |
| 274 |  $CPAY | CORPAY, INC. | $5,529 | 0.0% | +0% | 67.1 |
| 275 |  $LLY | ELI LILLY & Co | $5,519 | 0.0% | +0% | 89.3 |
| 276 |  $BG | Bunge Global SA | $5,470 | 0.0% | +0% | 55.9 |
| 277 |  $KMI | KINDER MORGAN, INC. | $5,365 | 0.0% | +0% | 74.6 |
| 278 |  $QGEN | QIAGEN N.V. | $5,325 | 0.0% | NEW | — |
| 279 |  $NOK | NOKIA CORP | $5,298 | 0.0% | +0% | — |
| 280 |  $PKST | Peakstone Realty Trust | $5,139 | 0.0% | +0% | 25.5 |
| 281 |  $KR | KROGER CO | $5,138 | 0.0% | NEW | 51.1 |
| 282 | — | SCHWAB STRATEGIC TR | $5,120 | 0.0% | -98% | — |
| 283 | — | INVESCO ACTIVELY MANAGED EXC | $5,037 | 0.0% | -83% | — |
| 284 |  $BP | BP PLC | $5,029 | 0.0% | +0% | — |
| 285 |  $ETN | Eaton Corp plc | $5,007 | 0.0% | +0% | — |
| 286 | — | ISHARES TR | $4,961 | 0.0% | +0% | — |
| 287 |  $CCL | Carnival Corp Ltd. | $4,917 | 0.0% | +41% | — |
| 288 | — | ISHARES TR | $4,777 | 0.0% | +0% | — |
| 289 |  $DD | DuPont de Nemours, Inc. | $4,763 | 0.0% | +58% | 31.1 |
| 290 |  $FSSL | FS Specialty Lending Fund | $4,754 | 0.0% | +0% | — |
| 291 | — | FIRST TR EXCHANGE-TRADED FD | $4,744 | 0.0% | +0% | — |
| 292 |  $NOW | ServiceNow, Inc. | $4,705 | 0.0% | +0% | 76 |
| 293 |  $COP | CONOCOPHILLIPS | $4,620 | 0.0% | +0% | 74.8 |
| 294 |  $EXPE | Expedia Group, Inc. | $4,618 | 0.0% | +0% | 65.7 |
| 295 |  $GILD | GILEAD SCIENCES, INC. | $4,599 | 0.0% | +22% | 77.8 |
| 296 |  $MKSI | MKS INC | $4,596 | 0.0% | +0% | 59.8 |
| 297 | — | VANGUARD INDEX FDS | $4,513 | 0.0% | +0% | — |
| 298 |  $MDLZ | Mondelez International, Inc. | $4,381 | 0.0% | +0% | 53.9 |
| 299 |  $VICI | VICI PROPERTIES INC. | $4,344 | 0.0% | +0% | 76.2 |
| 300 |  $TRGP | Targa Resources Corp. | $4,262 | 0.0% | +0% | 70 |
| 301 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $4,208 | 0.0% | +0% | 42.4 |
| 302 |  $DGX | QUEST DIAGNOSTICS INC | $4,168 | 0.0% | +0% | 69.1 |
| 303 |  $WDC | WESTERN DIGITAL CORP | $4,057 | 0.0% | +0% | 76.8 |
| 304 |  $DLTR | DOLLAR TREE, INC. | $4,052 | 0.0% | +0% | 53.2 |
| 305 |  $HUBB | HUBBELL INC | $3,926 | 0.0% | +0% | 68.7 |
| 306 |  $MGY | Magnolia Oil & Gas Corp | $3,883 | 0.0% | +0% | 71.2 |
| 307 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $3,816 | 0.0% | +0% | 71.5 |
| 308 | — | GLOBAL X FDS | $3,783 | 0.0% | -94% | — |
| 309 |  $GSK | GSK plc | $3,753 | 0.0% | +0% | — |
| 310 |  $AG | FIRST MAJESTIC SILVER CORP | $3,738 | 0.0% | NEW | — |
| 311 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $3,737 | 0.0% | +0% | 77.6 |
| 312 |  $ON | ON SEMICONDUCTOR CORP | $3,715 | 0.0% | +0% | 42.4 |
| 313 |  $HAL | HALLIBURTON CO | $3,665 | 0.0% | -58% | 50.9 |
| 314 |  $LNC | LINCOLN NATIONAL CORP | $3,621 | 0.0% | +0% | 50.8 |
| 315 |  $T | AT&T INC. | $3,595 | 0.0% | +0% | 71.9 |
| 316 | — | VANGUARD CHARLOTTE FDS | $3,556 | 0.0% | +0% | — |
| 317 |  $HSY | HERSHEY CO | $3,534 | 0.0% | +113% | 59.4 |
| 318 |  $BTI | British American Tobacco p.l.c. | $3,450 | 0.0% | +0% | — |
| 319 |  $EXC | EXELON CORP | $3,382 | 0.0% | +0% | 63.9 |
| 320 |  $SYY | SYSCO CORP | $3,353 | 0.0% | +0% | 58.4 |
| 321 |  $SHEL | Shell plc | $3,348 | 0.0% | +9% | — |
| 322 |  $AXP | AMERICAN EXPRESS CO | $3,327 | 0.0% | +0% | 73.2 |
| 323 |  $FLR | FLUOR CORP | $3,312 | 0.0% | +0% | 66.2 |
| 324 |  $STT | STATE STREET CORP | $3,291 | 0.0% | +0% | 61.5 |
| 325 |  $CARR | CARRIER GLOBAL Corp | $3,266 | 0.0% | NEW | 61.5 |
| 326 |  $NXST | NEXSTAR MEDIA GROUP, INC. | $3,255 | 0.0% | +0% | 57.5 |
| 327 | — | DBX ETF TR | $3,254 | 0.0% | -76% | — |
| 328 |  $AEM | AGNICO EAGLE MINES LTD | $3,248 | 0.0% | +0% | — |
| 329 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $3,232 | 0.0% | +0% | 70.4 |
| 330 |  $PAYX | PAYCHEX INC | $3,224 | 0.0% | +0% | 75.1 |
| 331 |  $JBTM | JBT MAREL Corp | $3,197 | 0.0% | +0% | 55.7 |
| 332 |  $NVT | nVent Electric plc | $3,194 | 0.0% | +0% | — |
| 333 |  $ACN | Accenture plc | $3,173 | 0.0% | +0% | — |
| 334 |  $HON | HONEYWELL INTERNATIONAL INC | $3,164 | 0.0% | +0% | 65.7 |
| 335 |  $TEL | TE Connectivity plc | $3,135 | 0.0% | +0% | — |
| 336 |  $RF | REGIONS FINANCIAL CORP | $3,082 | 0.0% | +0% | — |
| 337 |  $AMAT | APPLIED MATERIALS INC /DE | $3,076 | 0.0% | NEW | 74.8 |
| 338 |  $VZ | VERIZON COMMUNICATIONS INC | $3,062 | 0.0% | +0% | 71.6 |
| 339 |  $MSI | Motorola Solutions, Inc. | $3,038 | 0.0% | +0% | 73.8 |
| 340 |  $BN | BROOKFIELD Corp /ON/ | $3,035 | 0.0% | +0% | — |
| 341 |  $MASI | MASIMO CORP | $3,024 | 0.0% | +0% | 47.1 |
| 342 |  $LNT | ALLIANT ENERGY CORP | $3,014 | 0.0% | +0% | 56.7 |
| 343 |  $UNH | UNITEDHEALTH GROUP INC | $2,976 | 0.0% | +0% | 66.8 |
| 344 |  $CAH | CARDINAL HEALTH INC | $2,958 | 0.0% | +0% | 58.6 |
| 345 |  $DOW | DOW INC. | $2,957 | 0.0% | +0% | 38 |
| 346 |  $LDOS | Leidos Holdings, Inc. | $2,955 | 0.0% | +0% | 73.4 |
| 347 | — | VANECK ETF TRUST | $2,937 | 0.0% | -80% | — |
| 348 |  $USO | United States Oil Fund, LP | $2,927 | 0.0% | -67% | — |
| 349 |  $TALK | Talkspace, Inc. | $2,924 | 0.0% | +0% | 43.5 |
| 350 |  $TT | Trane Technologies plc | $2,917 | 0.0% | +0% | — |
| 351 |  $LAMR | LAMAR ADVERTISING CO/NEW | $2,913 | 0.0% | +0% | 67.8 |
| 352 |  $UNP | UNION PACIFIC CORP | $2,911 | 0.0% | +0% | 74 |
| 353 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $2,778 | 0.0% | +0% | — |
| 354 |  $AVY | Avery Dennison Corp | $2,763 | 0.0% | +0% | 62.9 |
| 355 |  $FIX | COMFORT SYSTEMS USA INC | $2,758 | 0.0% | +0% | 79.5 |
| 356 |  $AMKR | AMKOR TECHNOLOGY, INC. | $2,747 | 0.0% | +0% | 53 |
| 357 |  $IDA | IDACORP INC | $2,716 | 0.0% | +0% | 62.6 |
| 358 |  $PLD | Prologis, Inc. | $2,644 | 0.0% | +0% | 67.5 |
| 359 |  $ELV | Elevance Health, Inc. | $2,635 | 0.0% | +0% | 59.4 |
| 360 |  $PCG | PG&E Corp | $2,600 | 0.0% | +335% | 59.3 |
| 361 |  $MCK | MCKESSON CORP | $2,596 | 0.0% | +0% | 63.7 |
| 362 |  $TECK | TECK RESOURCES LTD | $2,588 | 0.0% | +0% | — |
| 363 |  $PKG | PACKAGING CORP OF AMERICA | $2,547 | 0.0% | +0% | 70 |
| 364 |  $WTFC | WINTRUST FINANCIAL CORP | $2,501 | 0.0% | +0% | 34.1 |
| 365 |  $ET | Energy Transfer LP | $2,470 | 0.0% | +0% | 64.5 |
| 366 |  $CFR | CULLEN/FROST BANKERS, INC. | $2,467 | 0.0% | +0% | 66.5 |
| 367 |  $IBIT | iShares Bitcoin Trust ETF | $2,459 | 0.0% | NEW | — |
| 368 |  $FNF | Fidelity National Financial, Inc. | $2,412 | 0.0% | +0% | 69.7 |
| 369 |  $OMC | OMNICOM GROUP INC. | $2,410 | 0.0% | +0% | 60.5 |
| 370 |  $GD | GENERAL DYNAMICS CORP | $2,403 | 0.0% | +0% | 73 |
| 371 |  $SNX | TD SYNNEX CORP | $2,362 | 0.0% | +0% | 55.2 |
| 372 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $2,333 | 0.0% | +0% | 59.5 |
| 373 |  $APD | Air Products & Chemicals, Inc. | $2,324 | 0.0% | +0% | 41.2 |
| 374 |  $DJP | BARCLAYS BANK PLC | $2,311 | 0.0% | +0% | — |
| 375 |  $AVB | AVALONBAY COMMUNITIES INC | $2,287 | 0.0% | +0% | 57.5 |
| 376 |  $GEHC | GE HealthCare Technologies Inc. | $2,278 | 0.0% | +0% | 58.2 |
| 377 |  $CBOE | Cboe Global Markets, Inc. | $2,249 | 0.0% | +0% | 81.2 |
| 378 |  $STE | STERIS plc | $2,211 | 0.0% | +0% | — |
| 379 |  $ICE | Intercontinental Exchange, Inc. | $2,202 | 0.0% | +0% | 73.8 |
| 380 |  $KDP | Keurig Dr Pepper Inc. | $2,185 | 0.0% | +0% | 63.1 |
| 381 |  $CASY | CASEYS GENERAL STORES INC | $2,184 | 0.0% | +0% | 59.9 |
| 382 |  $PPL | PPL Corp | $2,177 | 0.0% | +0% | 70.3 |
| 383 |  $FANG | Diamondback Energy, Inc. | $2,176 | 0.0% | +0% | 81.4 |
| 384 |  $SRE | SEMPRA | $2,138 | 0.0% | +0% | 47.6 |
| 385 |  $ETR | ENTERGY CORP /DE/ | $2,135 | 0.0% | +0% | 65.1 |
| 386 |  $SSNC | SS&C Technologies Holdings Inc | $2,095 | 0.0% | +0% | 67.2 |
| 387 |  $HLNE | Hamilton Lane INC | $2,087 | 0.0% | +0% | 75.4 |
| 388 |  $AGCO | AGCO CORP /DE | $2,086 | 0.0% | +0% | 50.7 |
| 389 |  $GMED | GLOBUS MEDICAL INC | $2,068 | 0.0% | +0% | 77.6 |
| 390 |  $CME | CME GROUP INC. | $2,067 | 0.0% | +0% | 74.5 |
| 391 |  $TGT | TARGET CORP | $2,060 | 0.0% | +0% | 53.1 |
| 392 |  $GOLF | Acushnet Holdings Corp. | $2,057 | 0.0% | +0% | 57.1 |
| 393 |  $ONTO | ONTO INNOVATION INC. | $2,051 | 0.0% | +0% | 66.5 |
| 394 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $2,047 | 0.0% | +0% | 60.5 |
| 395 |  $LFUS | LITTELFUSE INC /DE | $2,036 | 0.0% | +0% | 58.7 |
| 396 |  $MRNA | Moderna, Inc. | $2,032 | 0.0% | +0% | 15.9 |
| 397 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $2,028 | 0.0% | +0% | 69.5 |
| 398 |  $DG | DOLLAR GENERAL CORP | $2,018 | 0.0% | +0% | 60.4 |
| 399 |  $JBLU | JETBLUE AIRWAYS CORP | $1,989 | 0.0% | +0% | 37.6 |
| 400 |  $EMN | EASTMAN CHEMICAL CO | $1,984 | 0.0% | +0% | 49.4 |
| 401 |  $SDA | SunCar Technology Group Inc. | $1,976 | 0.0% | +62% | 45.1 |
| 402 |  $CCI | CROWN CASTLE INC. | $1,951 | 0.0% | +0% | 52.9 |
| 403 |  $HST | HOST HOTELS & RESORTS, INC. | $1,935 | 0.0% | +0% | 72.6 |
| 404 | — | SPDR SERIES TRUST | $1,924 | 0.0% | +0% | — |
| 405 |  $INGR | Ingredion Inc | $1,915 | 0.0% | +0% | 58.3 |
| 406 |  $ADI | ANALOG DEVICES INC | $1,909 | 0.0% | +0% | 76.2 |
| 407 |  $AMT | AMERICAN TOWER CORP /MA/ | $1,898 | 0.0% | +0% | 69.8 |
| 408 |  $DHR | DANAHER CORP /DE/ | $1,896 | 0.0% | +0% | 63.9 |
| 409 |  $SOLV | Solventum Corp | $1,894 | 0.0% | +0% | 55.7 |
| 410 |  $NTR | Nutrien Ltd. | $1,887 | 0.0% | +0% | — |
| 411 |  $ADC | AGREE REALTY CORP | $1,885 | 0.0% | +0% | 57.4 |
| 412 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $1,885 | 0.0% | +0% | 54.8 |
| 413 |  $RJF | RAYMOND JAMES FINANCIAL INC | $1,882 | 0.0% | +0% | 63.8 |
| 414 |  $PR | Permian Resources Corp | $1,834 | 0.0% | +0% | 75.6 |
| 415 |  $SFBS | ServisFirst Bancshares, Inc. | $1,821 | 0.0% | +0% | — |
| 416 |  $NI | NISOURCE INC. | $1,820 | 0.0% | +0% | 61.7 |
| 417 |  $BC | BRUNSWICK CORP | $1,819 | 0.0% | +0% | 39.4 |
| 418 |  $SNA | Snap-on Inc | $1,816 | 0.0% | +0% | 69.3 |
| 419 |  $WRB | BERKLEY W R CORP | $1,790 | 0.0% | +0% | 71.8 |
| 420 |  $DRS | Leonardo DRS, Inc. | $1,781 | 0.0% | +0% | 63.8 |
| 421 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $1,744 | 0.0% | +0% | 67.5 |
| 422 |  $REXR | Rexford Industrial Realty, Inc. | $1,735 | 0.0% | +0% | 53.8 |
| 423 |  $CR | Crane Co | $1,710 | 0.0% | +0% | 64.8 |
| 424 |  $TKR | TIMKEN CO | $1,710 | 0.0% | +0% | 50.7 |
| 425 |  $SPGI | S&P Global Inc. | $1,701 | 0.0% | +0% | 79.4 |
| 426 |  $BSX | BOSTON SCIENTIFIC CORP | $1,694 | 0.0% | +200% | 79.9 |
| 427 |  $GS | GOLDMAN SACHS GROUP INC | $1,692 | 0.0% | +0% | — |
| 428 |  $ELS | EQUITY LIFESTYLE PROPERTIES INC | $1,685 | 0.0% | +0% | 65.6 |
| 429 |  $TMUS | T-Mobile US, Inc. | $1,680 | 0.0% | NEW | 72.7 |
| 430 |  $FISV | FISERV INC | $1,674 | 0.0% | +67% | 67.4 |
| 431 |  $SW | Smurfit Westrock plc | $1,674 | 0.0% | +0% | — |
| 432 |  $EQH | Equitable Holdings, Inc. | $1,670 | 0.0% | +0% | 48.9 |
| 433 |  $FERG | Ferguson Enterprises Inc. /DE/ | $1,633 | 0.0% | +0% | 58.9 |
| 434 |  $AGO | ASSURED GUARANTY LTD | $1,630 | 0.0% | +0% | — |
| 435 |  $NDSN | NORDSON CORP | $1,596 | 0.0% | +0% | 67.8 |
| 436 |  $FCX | FREEPORT-MCMORAN INC | $1,587 | 0.0% | NEW | 73.1 |
| 437 |  $DKS | DICK'S SPORTING GOODS, INC. | $1,586 | 0.0% | +0% | 67.9 |
| 438 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $1,576 | 0.0% | +0% | 71.2 |
| 439 |  $PSEC | PROSPECT CAPITAL CORP | $1,553 | 0.0% | -41% | — |
| 440 |  $STAG | STAG Industrial, Inc. | $1,551 | 0.0% | +0% | 67.8 |
| 441 |  $NUE | NUCOR CORP | $1,522 | 0.0% | +0% | 58.9 |
| 442 |  $RS | RELIANCE, INC. | $1,520 | 0.0% | +0% | 55.4 |
| 443 |  $MTDR | Matador Resources Co | $1,516 | 0.0% | +0% | 66.1 |
| 444 |  $BAX | BAXTER INTERNATIONAL INC | $1,512 | 0.0% | +0% | 45.7 |
| 445 |  $TOL | Toll Brothers, Inc. | $1,501 | 0.0% | +0% | 68.3 |
| 446 |  $STZ | CONSTELLATION BRANDS, INC. | $1,500 | 0.0% | +0% | 65 |
| 447 |  $HAS | HASBRO, INC. | $1,498 | 0.0% | +0% | 43.1 |
| 448 |  $D | DOMINION ENERGY, INC | $1,484 | 0.0% | +0% | 74.9 |
| 449 |  $AGM | FEDERAL AGRICULTURAL MORTGAGE CORP | $1,484 | 0.0% | +0% | — |
| 450 |  $TEI | TEMPLETON EMERGING MARKETS INCOME FUND | $1,478 | 0.0% | NEW | — |
| 451 |  $MSA | MSA Safety Inc | $1,476 | 0.0% | +0% | 59.1 |
| 452 |  $BIIB | BIOGEN INC. | $1,467 | 0.0% | NEW | 65.6 |
| 453 |  $CNH | CNH Industrial N.V. | $1,463 | 0.0% | +0% | — |
| 454 |  $EPRT | ESSENTIAL PROPERTIES REALTY TRUST, INC. | $1,457 | 0.0% | +0% | 70.1 |
| 455 |  $HPE | Hewlett Packard Enterprise Co | $1,452 | 0.0% | +0% | 52.5 |
| 456 |  $H | Hyatt Hotels Corp | $1,438 | 0.0% | +0% | 46.6 |
| 457 |  $CON | Concentra Group Holdings Parent, Inc. | $1,437 | 0.0% | +0% | 68.9 |
| 458 |  $DOX | AMDOCS LTD | $1,436 | 0.0% | +0% | — |
| 459 |  $XEL | XCEL ENERGY INC | $1,430 | 0.0% | +0% | — |
| 460 |  $CMS | CMS ENERGY CORP | $1,396 | 0.0% | +0% | 61.5 |
| 461 |  $LEN | LENNAR CORP /NEW/ | $1,389 | 0.0% | NEW | 49.2 |
| 462 |  $TRP | TC ENERGY CORP | $1,377 | 0.0% | +0% | — |
| 463 |  $WCC | WESCO INTERNATIONAL INC | $1,368 | 0.0% | +0% | 55.4 |
| 464 |  $CRH | CRH PUBLIC LTD CO | $1,367 | 0.0% | +0% | — |
| 465 |  $FIS | Fidelity National Information Services, Inc. | $1,360 | 0.0% | +0% | 69.6 |
| 466 |  $LCII | LCI INDUSTRIES | $1,353 | 0.0% | +0% | 62 |
| 467 |  $ETHE | Grayscale Ethereum Staking ETF | $1,331 | 0.0% | NEW | — |
| 468 |  $ROKU | ROKU, INC | $1,325 | 0.0% | +0% | 60.5 |
| 469 |  $EMR | EMERSON ELECTRIC CO | $1,310 | 0.0% | +0% | 65.9 |
| 470 |  $ARES | Ares Management Corp | $1,309 | 0.0% | +0% | 70.8 |
| 471 |  $ITW | ILLINOIS TOOL WORKS INC | $1,301 | 0.0% | +0% | 71.2 |
| 472 |  $SPY | SPDR S&P 500 ETF TRUST | $1,301 | 0.0% | -91% | — |
| 473 |  $EGP | EASTGROUP PROPERTIES INC | $1,296 | 0.0% | +0% | 72.4 |
| 474 |  $OGE | OGE ENERGY CORP. | $1,295 | 0.0% | +0% | 57.8 |
| 475 |  $RPM | RPM INTERNATIONAL INC/DE/ | $1,292 | 0.0% | +0% | 57.3 |
| 476 |  $PPG | PPG INDUSTRIES INC | $1,283 | 0.0% | +0% | 57.1 |
| 477 |  $ALC | ALCON INC | $1,281 | 0.0% | +0% | — |
| 478 |  $SYM | Symbotic Inc. | $1,277 | 0.0% | NEW | 55.1 |
| 479 |  $ACGL | ARCH CAPITAL GROUP LTD. | $1,248 | 0.0% | +0% | — |
| 480 |  $YUM | YUM BRANDS INC | $1,244 | 0.0% | +0% | 71.7 |
| 481 |  $ADSK | Autodesk, Inc. | $1,197 | 0.0% | +0% | 76.4 |
| 482 | — | ISHARES TR | $1,191 | 0.0% | +0% | — |
| 483 |  $OTIS | Otis Worldwide Corp | $1,156 | 0.0% | +0% | 60.3 |
| 484 |  $CSX | CSX CORP | $1,149 | 0.0% | +22% | 66.4 |
| 485 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $1,140 | 0.0% | +0% | 55.4 |
| 486 |  $LEVI | LEVI STRAUSS & CO | $1,109 | 0.0% | +0% | 58.8 |
| 487 |  $LW | Lamb Weston Holdings, Inc. | $1,099 | 0.0% | +86% | 54.2 |
| 488 |  $CDW | CDW Corp | $1,089 | 0.0% | +0% | 61.6 |
| 489 |  $LKQ | LKQ CORP | $1,087 | 0.0% | +0% | 54.3 |
| 490 |  $OKE | ONEOK INC /NEW/ | $1,085 | 0.0% | +0% | 72 |
| 491 |  $BAM | Brookfield Asset Management Ltd. | $1,067 | 0.0% | +100% | — |
| 492 |  $CVE | CENOVUS ENERGY INC. | $1,061 | 0.0% | +0% | — |
| 493 |  $DINO | HF Sinclair Corp | $1,061 | 0.0% | +0% | 54 |
| 494 |  $NRG | NRG ENERGY, INC. | $1,023 | 0.0% | +0% | 59.5 |
| 495 |  $BWXT | BWX Technologies, Inc. | $1,022 | 0.0% | +0% | 68 |
| 496 |  $EA | ELECTRONIC ARTS INC. | $1,019 | 0.0% | +0% | 71.1 |
| 497 |  $APO | Apollo Global Management, Inc. | $1,003 | 0.0% | +0% | 55.7 |
| 498 |  $CUZ | COUSINS PROPERTIES INC | $993 | 0.0% | +0% | 51.1 |
| 499 |  $SCI | SERVICE CORP INTERNATIONAL | $990 | 0.0% | +0% | 54.8 |
| 500 |  $DRI | DARDEN RESTAURANTS INC | $980 | 0.0% | +0% | 68.6 |
| 501 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $977 | 0.0% | +0% | 63.7 |
| 502 |  $LYB | LyondellBasell Industries N.V. | $967 | 0.0% | +0% | — |
| 503 |  $WHD | Cactus, Inc. | $947 | 0.0% | +0% | 61.8 |
| 504 |  $DTM | DT Midstream, Inc. | $943 | 0.0% | +0% | 74.5 |
| 505 |  $HPQ | HP INC | $922 | 0.0% | +0% | 58.9 |
| 506 |  $SNY | Sanofi | $915 | 0.0% | +0% | — |
| 507 |  $DKNG | DraftKings Inc. | $908 | 0.0% | NEW | 54 |
| 508 |  $REG | REGENCY CENTERS CORP | $908 | 0.0% | +0% | 67.6 |
| 509 | — | VANGUARD MALVERN FDS | $899 | 0.0% | +0% | — |
| 510 |  $TECH | BIO-TECHNE Corp | $888 | 0.0% | +0% | 59.6 |
| 511 |  $CPT | CAMDEN PROPERTY TRUST | $879 | 0.0% | +0% | 69.4 |
| 512 |  $WTW | WILLIS TOWERS WATSON PLC | $872 | 0.0% | +0% | — |
| 513 |  $AJG | Arthur J. Gallagher & Co. | $866 | 0.0% | -96% | 72.1 |
| 514 |  $TRNO | Terreno Realty Corp | $860 | 0.0% | +0% | 75.4 |
| 515 |  $FCPT | Four Corners Property Trust, Inc. | $851 | 0.0% | +0% | 59 |
| 516 |  $WRBY | Warby Parker Inc. | $843 | 0.0% | +0% | 51.2 |
| 517 |  $AXTA | Axalta Coating Systems Ltd. | $831 | 0.0% | +0% | — |
| 518 |  $MZTI | MARZETTI CO | $830 | 0.0% | +0% | 60.1 |
| 519 |  $FTV | Fortive Corp | $829 | 0.0% | +0% | 55.9 |
| 520 |  $GAP | GAP INC | $823 | 0.0% | +0% | 61 |
| 521 |  $CCK | CROWN HOLDINGS, INC. | $802 | 0.0% | +0% | 61.9 |
| 522 |  $WBD | Warner Bros. Discovery, Inc. | $796 | 0.0% | +0% | 42.1 |
| 523 |  $AZN | ASTRAZENECA PLC | $789 | 0.0% | -50% | — |
| 524 | — | VANECK ETF TRUST | $767 | 0.0% | -99% | — |
| 525 |  $SEDG | SOLAREDGE TECHNOLOGIES, INC. | $766 | 0.0% | NEW | 25.9 |
| 526 |  $EQT | EQT Corp | $764 | 0.0% | NEW | 83.3 |
| 527 |  $IOT | Samsara Inc. | $761 | 0.0% | +0% | 61.3 |
| 528 |  $HRB | H&R BLOCK INC | $730 | 0.0% | +0% | 80.3 |
| 529 |  $WSO | WATSCO INC | $728 | 0.0% | +0% | 58.9 |
| 530 |  $HRL | HORMEL FOODS CORP /DE/ | $725 | 0.0% | +0% | 58.4 |
| 531 |  $UBER | Uber Technologies, Inc | $719 | 0.0% | NEW | 79.3 |
| 532 |  $DPZ | DOMINOS PIZZA INC | $718 | 0.0% | +0% | 69.8 |
| 533 |  $ETH | Grayscale Ethereum Staking Mini ETF | $715 | 0.0% | NEW | — |
| 534 |  $FDX | FEDEX CORP | $712 | 0.0% | +0% | 60.3 |
| 535 | — | DIMENSIONAL ETF TRUST | $710 | 0.0% | -94% | — |
| 536 |  $JOBY | Joby Aviation, Inc. | $694 | 0.0% | NEW | 28.7 |
| 537 |  $BXP | BXP, Inc. | $675 | 0.0% | +0% | 50.9 |
| 538 |  $KD | Kyndryl Holdings, Inc. | $669 | 0.0% | -30% | 46 |
| 539 |  $INTC | INTEL CORP | $662 | 0.0% | NEW | 41.5 |
| 540 |  $PINS | PINTEREST, INC. | $660 | 0.0% | NEW | 62 |
| 541 |  $EXE | EXPAND ENERGY Corp | $659 | 0.0% | +0% | 83.9 |
| 542 |  $EIX | EDISON INTERNATIONAL | $659 | 0.0% | +0% | 70.7 |
| 543 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $655 | 0.0% | +0% | 75.4 |
| 544 |  $OC | Owens Corning | $649 | 0.0% | +0% | 47.3 |
| 545 |  $UAL | United Airlines Holdings, Inc. | $644 | 0.0% | -13% | 61.3 |
| 546 |  $NWBI | Northwest Bancshares, Inc. | $635 | 0.0% | +0% | — |
| 547 |  $CG | Carlyle Group Inc. | $629 | 0.0% | +0% | 47.3 |
| 548 |  $MICC | Magnum Ice Cream Co N.V. | $598 | 0.0% | +0% | — |
| 549 |  $BILL | BILL Holdings, Inc. | $575 | 0.0% | NEW | 56.8 |
| 550 |  $EVRG | Evergy, Inc. | $573 | 0.0% | +0% | 56.2 |
| 551 |  $CHRD | Chord Energy Corp | $569 | 0.0% | +0% | 60.8 |
| 552 |  $VTRS | Viatris Inc | $554 | 0.0% | +0% | 47.1 |
| 553 |  $ALB | ALBEMARLE CORP | $539 | 0.0% | NEW | 50.2 |
| 554 |  $RCI | ROGERS COMMUNICATIONS INC | $538 | 0.0% | +0% | — |
| 555 |  $CMI | CUMMINS INC | $538 | 0.0% | +0% | 58.9 |
| 556 |  $FEMY | FEMASYS INC | $512 | 0.0% | NEW | — |
| 557 |  $CPB | CAMPBELL'S Co | $512 | 0.0% | +0% | 54.5 |
| 558 |  $DCI | DONALDSON Co INC | $509 | 0.0% | +0% | 64.7 |
| 559 |  $MDB | MongoDB, Inc. | $490 | 0.0% | NEW | 54.6 |
| 560 |  $PANW | Palo Alto Networks Inc | $481 | 0.0% | NEW | 66.5 |
| 561 |  $BLCO | Bausch & Lomb Corp | $477 | 0.0% | NEW | 43.4 |
| 562 |  $GH | Guardant Health, Inc. | $462 | 0.0% | NEW | 36.1 |
| 563 |  $BIOA | BioAge Labs, Inc. | $455 | 0.0% | NEW | 28.6 |
| 564 |  $ABVX | Abivax S.A. | $445 | 0.0% | NEW | — |
| 565 |  $CRVS | Corvus Pharmaceuticals, Inc. | $439 | 0.0% | NEW | — |
| 566 |  $EOG | EOG RESOURCES INC | $434 | 0.0% | NEW | 71.1 |
| 567 |  $AVR | Anteris Technologies Global Corp. | $433 | 0.0% | NEW | — |
| 568 |  $SGRY | Surgery Partners, Inc. | $429 | 0.0% | NEW | 48 |
| 569 |  $VSNT | Versant Media Group, Inc. | $407 | 0.0% | NEW | — |
| 570 |  $HFRO | HIGHLAND OPPORTUNITIES & INCOME FUND | $400 | 0.0% | +0% | — |
| 571 |  $FBIN | Fortune Brands Innovations, Inc. | $351 | 0.0% | +0% | 48.7 |
| 572 |  $COIN | Coinbase Global, Inc. | $349 | 0.0% | +0% | 68 |
| 573 |  $PVH | PVH CORP. /DE/ | $349 | 0.0% | NEW | 45.3 |
| 574 |  $PGNY | Progyny, Inc. | $340 | 0.0% | +0% | 59 |
| 575 |  $BMRN | BIOMARIN PHARMACEUTICAL INC | $339 | 0.0% | NEW | 74.1 |
| 576 |  $BL | BLACKLINE, INC. | $333 | 0.0% | NEW | 49.9 |
| 577 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $332 | 0.0% | +0% | 59.8 |
| 578 |  $OCUL | OCULAR THERAPEUTIX, INC | $305 | 0.0% | NEW | 12.8 |
| 579 |  $CLF | CLEVELAND-CLIFFS INC. | $304 | 0.0% | NEW | 35.7 |
| 580 |  $GPK | GRAPHIC PACKAGING HOLDING CO | $298 | 0.0% | +0% | 46.3 |
| 581 |  $LOVE | Lovesac Co | $295 | 0.0% | +0% | 31.2 |
| 582 |  $SDRL | SEADRILL Ltd | $273 | 0.0% | NEW | — |
| 583 |  $RUN | Sunrun Inc. | $271 | 0.0% | +0% | 54.6 |
| 584 |  $ONDS | Ondas Inc. | $271 | 0.0% | NEW | 31.8 |
| 585 |  $GBTC | Grayscale Bitcoin Trust ETF | $264 | 0.0% | NEW | — |
| 586 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $250 | 0.0% | +0% | 70.8 |
| 587 |  $CARL | CARLSMED, INC. | $235 | 0.0% | NEW | 45.1 |
| 588 |  $AES | AES CORP | $225 | 0.0% | NEW | 50.9 |
| 589 |  $COO | COOPER COMPANIES, INC. | $215 | 0.0% | NEW | 55.8 |
| 590 |  $RGTI | Rigetti Computing, Inc. | $211 | 0.0% | NEW | 8.1 |
| 591 |  $UMAC | Unusual Machines, Inc. | $211 | 0.0% | NEW | 48.3 |
| 592 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $210 | 0.0% | NEW | — |
| 593 | — | DIREXION SHARES ETF TRUST | $207 | 0.0% | NEW | — |
| 594 |  $MRVI | MARAVAI LIFESCIENCES HOLDINGS, INC. | $187 | 0.0% | NEW | 14.5 |
| 595 |  $TLRY | Tilray Brands, Inc. | $168 | 0.0% | +160% | 24.3 |
| 596 |  $MBLY | Mobileye Global Inc. | $165 | 0.0% | NEW | 38.8 |
| 597 |  $SMR | NUSCALE POWER Corp | $163 | 0.0% | NEW | 26.6 |
| 598 |  $PLUG | PLUG POWER INC | $158 | 0.0% | +0% | 18.8 |
| 599 |  $SIDU | Sidus Space Inc. | $144 | 0.0% | NEW | — |
| 600 |  $OGI | ORGANIGRAM GLOBAL INC. | $141 | 0.0% | NEW | — |
| 601 | — | AMPLIFY ETF TR | $138 | 0.0% | NEW | — |
| 602 |  $SNAP | Snap Inc | $138 | 0.0% | +0% | 46.8 |
| 603 |  $CRML | Critical Metals Corp. | $119 | 0.0% | NEW | — |
| 604 |  $CCC | CCC Intelligent Solutions Holdings Inc. | $108 | 0.0% | NEW | 50.8 |
| 605 |  $IQ | iQIYI, Inc. | $103 | 0.0% | +0% | — |
| 606 |  $AREC | American Resources Corp | $102 | 0.0% | NEW | — |
| 607 |  $GEO | GEO GROUP INC | $101 | 0.0% | NEW | 63 |
| 608 |  $CNDT | CONDUENT Inc | $100 | 0.0% | NEW | 30 |
| 609 |  $MDWD | MediWound Ltd. | $97 | 0.0% | NEW | — |
| 610 |  $JANX | Janux Therapeutics, Inc. | $83 | 0.0% | NEW | 24.8 |
| 611 |  $NHI | NATIONAL HEALTH INVESTORS INC | $81 | 0.0% | NEW | 68.3 |
| 612 |  $AVTR | Avantor, Inc. | $78 | 0.0% | NEW | 38.4 |
| 613 |  $FG | F&G Annuities & Life, Inc. | $76 | 0.0% | +0% | 61.9 |
| 614 |  $SOLS | Solstice Advanced Materials Inc. | $76 | 0.0% | +0% | — |
| 615 |  $OGN | Organon & Co. | $72 | 0.0% | +0% | 55.1 |
| 616 |  $USAR | USA Rare Earth, Inc. | $61 | 0.0% | NEW | 28.1 |
| 617 |  $GETY | Getty Images Holdings, Inc. | $44 | 0.0% | NEW | 42.8 |
| 618 |  $CGC | Canopy Growth Corp | $40 | 0.0% | NEW | 20.1 |
| 619 |  $RPD | Rapid7, Inc. | $33 | 0.0% | NEW | 52.4 |
| 620 |  $ONL | Orion Properties Inc. | $30 | 0.0% | +0% | 20.5 |
| 621 |  $MATV | Mativ Holdings, Inc. | $17 | 0.0% | +0% | 33.4 |
| 622 |  $BYND | BEYOND MEAT, INC. | $17 | 0.0% | NEW | 13.1 |
New Positions (82)
THE ALGER ETF TRUST$3.7M
ETF SER SOLUTIONS$522,548
RBB FUND TRUST$514,742
CAPITAL GROUP DIVIDEND GROWE$243,151
COHEN & STEERS ETF TRUST$170,162
CALAMOS ETF TR$24,815
INVESTMENT MANAGERS SER TR I$19,944
INVESTMENT MANAGERS SER TR I$10,012
SEI EXCHANGE TRADED FUNDS$9,701
$WAT WATERS CORP /DE/$8,934$RSG REPUBLIC SERVICES, INC.$7,228$NEM NEWMONT Corp /DE/$6,820$QGEN QIAGEN N.V.$5,325$KR KROGER CO$5,138$AG FIRST MAJESTIC SILVER CORP$3,738Exited Positions (13)
$ZIM ZIM Integrated Shipping Services Ltd. VANGUARD STAR FDS
$CRWD CrowdStrike Holdings, Inc.
$TEX TEREX CORP
$DBRG DigitalBridge Group, Inc.
$RITM Rithm Capital Corp.
$VLO VALERO ENERGY CORP/TX
$CRM Salesforce, Inc.
$VRTX VERTEX PHARMACEUTICALS INC / MA
$LUV SOUTHWEST AIRLINES CO
$UNIT Uniti Group Inc.
$COHU COHU INC
$VAL Valaris LtdBrowse Top Institutional Investors
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