HOWE & RUSLING INC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 769963
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.5B
Holdings
477
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
HOWE & RUSLING INC disclosed 477 positions worth $1.5B in its Form 13F-HR for Q1 2026, followed by $JPM. During the quarter the fund opened 43 new positions and exited 41 — including a new stake in $AZN and a full exit from $PINS. The portfolio is most concentrated in Other (32.7% of disclosed assets). All figures are sourced directly from HOWE & RUSLING INC’s Form 13F-HR filing with the SEC under CIK 769963.
AI Fund Analysis
DiversifyingVANGUARD INDEX FDS
4.0% weight
Held 4 quarters
$JPM3.6% weight
Held 4 quarters
ISHARES TR
3.4% weight
Held 4 quarters
ISHARES TR
3.4% weight
Held 4 quarters
VANGUARD SCOTTSDALE FDS
3.4% weight
Held 4 quarters
ISHARES TR
5 quarters accumulating
$NVDA5 quarters accumulating
$AMZN5 quarters accumulating
VANGUARD SCOTTSDALE FDS
5 quarters accumulating
$NEE5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$61.9M192,890 sh- 35.6#2,134
Quality
$54.8M186,300 sh ISHARES TR
—Quality
$52.5M338,734 shISHARES TR
—Quality
$52.3M80,058 shVANGUARD SCOTTSDALE FDS
—Quality
$51.6M623,601 sh- 86.4
Quality
$50.0M161,641 sh - 76.1
Quality
$42.3M166,518 sh ISHARES TR
—Quality
$42.1M394,689 sh- 61.8
Quality
$39.8M234,690 sh ISHARES TR
—Quality
$36.7M358,791 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $61.9M | 192,890 |
| JPMORGAN CHASE & CO$JPM | 35.6#2,134 | $54.8M | 186,300 |
| ISHARES TR | — | $52.5M | 338,734 |
| ISHARES TR | — | $52.3M | 80,058 |
| VANGUARD SCOTTSDALE FDS | — | $51.6M | 623,601 |
 Broadcom Inc.$AVGO | 86.4 | $50.0M | 161,641 |
 Apple Inc.$AAPL | 76.1 | $42.3M | 166,518 |
| ISHARES TR | — | $42.1M | 394,689 |
 EXXON MOBIL CORP$XOM | 61.8 | $39.8M | 234,690 |
| ISHARES TR | — | $36.7M | 358,791 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of HOWE & RUSLING INC's 477 positions.
Showing top 10 of 477 holdings.
Sector Allocation
Other
$500.5M
Technology
$306.3M
Financials
$176.5M
Industrials
$114.5M
Consumer Discretionary
$105.8M
Healthcare
$102.6M
Consumer Staples
$76.0M
Energy
$73.8M
Full Holdings — HOWE & RUSLING INC (Q1 2026)
All 477 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 | — | VANGUARD INDEX FDS | $61.9M | 4.0% | +4% | — |
| 2 | $JPM | JPMORGAN CHASE & CO | $54.8M | 3.6% | -0% | 35.6 |
| 3 | — | ISHARES TR | $52.5M | 3.4% | +5% | — |
| 4 | — | ISHARES TR | $52.3M | 3.4% | -1% | — |
| 5 | — | VANGUARD SCOTTSDALE FDS | $51.6M | 3.4% | +17% | — |
| 6 | $AVGO | Broadcom Inc. | $50.0M | 3.3% | -5% | 86.4 |
| 7 | $AAPL | Apple Inc. | $42.3M | 2.8% | -1% | 76.1 |
| 8 | — | ISHARES TR | $42.1M | 2.8% | +6% | — |
| 9 | $XOM | EXXON MOBIL CORP | $39.8M | 2.6% | +1% | 61.8 |
| 10 | — | ISHARES TR | $36.7M | 2.4% | +3% | — |
| 11 |  $MSFT | MICROSOFT CORP | $33.3M | 2.2% | +8% | 83.7 |
| 12 | $NVDA | NVIDIA CORP | $32.0M | 2.1% | +0% | 90.2 |
| 13 | $AMZN | AMAZON COM INC | $30.5M | 2.0% | +1% | 74.6 |
| 14 | — | VANGUARD SCOTTSDALE FDS | $29.2M | 1.9% | +9% | — |
| 15 |  $HON | HONEYWELL INTERNATIONAL INC | $27.7M | 1.8% | +2% | 65.7 |
| 16 | $NEE | NEXTERA ENERGY INC | $24.8M | 1.6% | +2% | 71.7 |
| 17 |  $META | Meta Platforms, Inc. | $23.8M | 1.6% | +3% | 80.9 |
| 18 |  $TJX | TJX COMPANIES INC /DE/ | $21.8M | 1.4% | +1% | 70.7 |
| 19 |  $ICE | Intercontinental Exchange, Inc. | $21.4M | 1.4% | +1% | 73.8 |
| 20 |  $GOOGL | Alphabet Inc. | $20.8M | 1.4% | +0% | 80.2 |
| 21 |  $PM | Philip Morris International Inc. | $19.7M | 1.3% | +2% | 80.5 |
| 22 |  $ABBV | AbbVie Inc. | $19.0M | 1.2% | +1% | 59.3 |
| 23 |  $MS | MORGAN STANLEY | $15.6M | 1.0% | -3% | — |
| 24 |  $PEP | PEPSICO INC | $15.5M | 1.0% | +6% | 62.7 |
| 25 |  $GS | GOLDMAN SACHS GROUP INC | $15.5M | 1.0% | -9% | — |
| 26 | — | VANGUARD WHITEHALL FDS | $15.4M | 1.0% | -29% | — |
| 27 |  $CASY | CASEYS GENERAL STORES INC | $15.3M | 1.0% | +2% | 59.9 |
| 28 |  $KO | COCA COLA CO | $15.2M | 1.0% | +1% | 74 |
| 29 |  $MCD | MCDONALDS CORP | $15.2M | 1.0% | +2% | 73.9 |
| 30 |  $CAT | CATERPILLAR INC | $14.6M | 0.9% | +0% | 67.8 |
| 31 | — | VANGUARD SCOTTSDALE FDS | $13.7M | 0.9% | +14% | — |
| 32 |  $RRC | RANGE RESOURCES CORP | $12.6M | 0.8% | +4% | 82.8 |
| 33 |  $INTU | INTUIT INC. | $12.6M | 0.8% | +2% | 82 |
| 34 |  $V | VISA INC. | $12.5M | 0.8% | +8% | 83.5 |
| 35 |  $UNP | UNION PACIFIC CORP | $12.4M | 0.8% | +1% | 74 |
| 36 | — | ISHARES TR | $12.3M | 0.8% | +10% | — |
| 37 | — | VANGUARD INTL EQUITY INDEX F | $12.3M | 0.8% | +16% | — |
| 38 |  $BAC | BANK OF AMERICA CORP /DE/ | $12.1M | 0.8% | +0% | 68.4 |
| 39 |  $ELV | Elevance Health, Inc. | $11.3M | 0.7% | +23% | 59.4 |
| 40 |  $MDLZ | Mondelez International, Inc. | $11.2M | 0.7% | +29% | 53.9 |
| 41 |  $DTB | DTE ENERGY CO | $11.2M | 0.7% | -1% | — |
| 42 |  $SYK | STRYKER CORP | $10.6M | 0.7% | +4% | 69.8 |
| 43 |  $GD | GENERAL DYNAMICS CORP | $10.6M | 0.7% | +1% | 73 |
| 44 |  $AZN | ASTRAZENECA PLC | $10.5M | 0.7% | NEW | — |
| 45 |  $CCK | CROWN HOLDINGS, INC. | $10.3M | 0.7% | +3% | 61.9 |
| 46 |  $CME | CME GROUP INC. | $10.3M | 0.7% | +1% | 74.5 |
| 47 |  $ACN | Accenture plc | $10.3M | 0.7% | +26% | — |
| 48 |  $CVX | CHEVRON CORP | $10.1M | 0.7% | +0% | 54.7 |
| 49 |  $MA | Mastercard Inc | $9.9M | 0.7% | +2% | 81.7 |
| 50 | — | VANGUARD WORLD FD | $9.9M | 0.7% | +12% | — |
| 51 |  $COST | COSTCO WHOLESALE CORP /NEW | $9.8M | 0.6% | +1% | 67 |
| 52 | — | ISHARES TR | $9.6M | 0.6% | +8% | — |
| 53 | — | VANGUARD INDEX FDS | $9.4M | 0.6% | +4% | — |
| 54 |  $CMS | CMS ENERGY CORP | $8.9M | 0.6% | +1% | 61.5 |
| 55 |  $APH | AMPHENOL CORP /DE/ | $8.8M | 0.6% | -1% | 80.5 |
| 56 |  $ASML | ASML HOLDING NV | $8.8M | 0.6% | +3% | — |
| 57 |  $MDT | Medtronic plc | $8.3M | 0.5% | +2% | — |
| 58 |  $CRWD | CrowdStrike Holdings, Inc. | $8.2M | 0.5% | +4% | 55 |
| 59 |  $EW | Edwards Lifesciences Corp | $8.1M | 0.5% | +18% | 67.6 |
| 60 |  $DHR | DANAHER CORP /DE/ | $7.6M | 0.5% | +1% | 63.9 |
| 61 |  $KLAC | KLA CORP | $7.6M | 0.5% | +1% | 84.4 |
| 62 |  $JNJ | JOHNSON & JOHNSON | $7.2M | 0.5% | -2% | 72.8 |
| 63 |  $SPY | SPDR S&P 500 ETF TRUST | $7.2M | 0.5% | -29% | — |
| 64 |  $QCOM | QUALCOMM INC/DE | $7.0M | 0.5% | -0% | 81.9 |
| 65 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $7.0M | 0.5% | +3% | 66.5 |
| 66 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $6.9M | 0.5% | +32% | 74.4 |
| 67 |  $APD | Air Products & Chemicals, Inc. | $6.7M | 0.4% | +28% | 41.2 |
| 68 |  $NSC | NORFOLK SOUTHERN CORP | $6.5M | 0.4% | +3% | 70.8 |
| 69 |  $LAMR | LAMAR ADVERTISING CO/NEW | $6.4M | 0.4% | +3% | 67.8 |
| 70 |  $MU | MICRON TECHNOLOGY INC | $6.3M | 0.4% | -3% | 88.4 |
| 71 |  $AMAT | APPLIED MATERIALS INC /DE | $5.8M | 0.4% | -3% | 74.8 |
| 72 | — | SELECT SECTOR SPDR TR | $5.7M | 0.4% | +55% | — |
| 73 |  $SPGI | S&P Global Inc. | $5.6M | 0.4% | +28% | 79.4 |
| 74 |  $EOG | EOG RESOURCES INC | $5.6M | 0.4% | +2% | 71.1 |
| 75 |  $IDXX | IDEXX LABORATORIES INC /DE | $5.5M | 0.4% | +2% | 73.6 |
| 76 | — | ISHARES TR | $5.2M | 0.3% | +10% | — |
| 77 |  $CELH | Celsius Holdings, Inc. | $5.1M | 0.3% | +4% | 63 |
| 78 |  $BDX | BECTON DICKINSON & CO | $5.1M | 0.3% | +33% | 50.7 |
| 79 |  $DIS | Walt Disney Co | $4.5M | 0.3% | +3% | 68.9 |
| 80 |  $RTX | RTX Corp | $4.4M | 0.3% | -3% | 70 |
| 81 |  $LOW | LOWES COMPANIES INC | $4.4M | 0.3% | +0% | 63.5 |
| 82 | — | ISHARES TR | $4.3M | 0.3% | +16% | — |
| 83 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $4.3M | 0.3% | +2% | 76.6 |
| 84 | — | ISHARES TR | $4.2M | 0.3% | +14% | — |
| 85 | — | SELECT SECTOR SPDR TR | $4.0M | 0.3% | +67% | — |
| 86 | — | SELECT SECTOR SPDR TR | $3.9M | 0.3% | -1% | — |
| 87 | — | VANGUARD INTL EQUITY INDEX F | $3.9M | 0.3% | +11% | — |
| 88 |  $ZS | Zscaler, Inc. | $3.9M | 0.3% | +33% | 57.9 |
| 89 | — | VANGUARD WHITEHALL FDS | $3.8M | 0.3% | +13% | — |
| 90 |  $MRK | Merck & Co., Inc. | $2.9M | 0.2% | +4% | 70.9 |
| 91 | — | VANGUARD MUN BD FDS | $2.8M | 0.2% | +162% | — |
| 92 |  $CTVA | Corteva, Inc. | $2.8M | 0.2% | -7% | 48.4 |
| 93 |  $VIK | Viking Holdings Ltd | $2.7M | 0.2% | NEW | — |
| 94 | — | ISHARES TR | $2.7M | 0.2% | -0% | — |
| 95 | — | SELECT SECTOR SPDR TR | $2.5M | 0.2% | +243% | — |
| 96 |  $SHEL | Shell plc | $2.4M | 0.2% | +11% | — |
| 97 |  $GOOG | Alphabet Inc. | $2.2M | 0.1% | +6% | 80.2 |
| 98 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 0.1% | +0% | 64.5 |
| 99 | — | VANGUARD INDEX FDS | $2.2M | 0.1% | +18% | — |
| 100 | — | SCHWAB STRATEGIC TR | $2.1M | 0.1% | -4% | — |
| 101 |  $ALNT | ALLIENT INC | $2.1M | 0.1% | -14% | 45.5 |
| 102 |  $IVZ | Invesco Ltd. | $2.1M | 0.1% | +2% | — |
| 103 |  $BKNG | Booking Holdings Inc. | $2.1M | 0.1% | -59% | 55.3 |
| 104 | — | ISHARES TR | $1.9M | 0.1% | +10% | — |
| 105 |  $AMGN | AMGEN INC | $1.8M | 0.1% | -10% | 79.5 |
| 106 | — | SELECT SECTOR SPDR TR | $1.8M | 0.1% | +8101% | — |
| 107 |  $GEV | GE Vernova Inc. | $1.7M | 0.1% | +11% | 70.1 |
| 108 |  $AMD | ADVANCED MICRO DEVICES INC | $1.6M | 0.1% | +355% | 78.8 |
| 109 |  $COR | Cencora, Inc. | $1.3M | 0.1% | -11% | 59.6 |
| 110 |  $LMT | LOCKHEED MARTIN CORP | $1.3M | 0.1% | -4% | 65 |
| 111 |  $GE | GENERAL ELECTRIC CO | $1.3M | 0.1% | -8% | 74.8 |
| 112 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.1% | -6% | 72.9 |
| 113 |  $PHYS | Sprott Physical Gold Trust | $1.3M | 0.1% | +37% | — |
| 114 |  $CSCO | CISCO SYSTEMS, INC. | $1.3M | 0.1% | -9% | 72.3 |
| 115 |  $HD | HOME DEPOT, INC. | $1.3M | 0.1% | -3% | 69.2 |
| 116 |  $MSI | Motorola Solutions, Inc. | $1.3M | 0.1% | +19% | 73.8 |
| 117 |  $WT | WisdomTree, Inc. | $1.2M | 0.1% | +20% | 62.9 |
| 118 |  $ROST | ROSS STORES, INC. | $1.2M | 0.1% | +11% | 71.5 |
| 119 | — | SELECT SECTOR SPDR TR | $1.2M | 0.1% | +172% | — |
| 120 | — | ISHARES TR | $1.2M | 0.1% | +28% | — |
| 121 |  $GLD | SPDR GOLD TRUST | $1.2M | 0.1% | +3% | — |
| 122 | — | SPDR SERIES TRUST | $1.2M | 0.1% | +15% | — |
| 123 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.1M | 0.1% | +0% | — |
| 124 | — | VANGUARD INDEX FDS | $1.1M | 0.1% | +5% | — |
| 125 | — | ISHARES INC | $1.1M | 0.1% | +9% | — |
| 126 |  $MCK | MCKESSON CORP | $1.1M | 0.1% | -10% | 63.7 |
| 127 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.0M | 0.1% | +0% | 75.4 |
| 128 |  $UNH | UNITEDHEALTH GROUP INC | $1.0M | 0.1% | -9% | 66.8 |
| 129 |  $MMM | 3M CO | $1.0M | 0.1% | -1% | 60.7 |
| 130 |  $USB | US BANCORP DE | $999,743 | 0.1% | -3% | 71.4 |
| 131 |  $VZ | VERIZON COMMUNICATIONS INC | $987,560 | 0.1% | -5% | 71.6 |
| 132 |  $PFE | PFIZER INC | $974,386 | 0.1% | -16% | 69 |
| 133 |  $AXP | AMERICAN EXPRESS CO | $965,323 | 0.1% | +0% | 73.2 |
| 134 |  $ADBE | ADOBE INC. | $963,327 | 0.1% | -2% | 80.4 |
| 135 |  $WM | WASTE MANAGEMENT INC | $938,935 | 0.1% | +12% | 70.7 |
| 136 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $927,503 | 0.1% | +23% | 66.7 |
| 137 |  $ORCL | ORACLE CORP | $895,924 | 0.1% | -7% | 67.2 |
| 138 |  $WPC | W. P. Carey Inc. | $886,811 | 0.1% | -1% | 62.1 |
| 139 | — | VANGUARD INDEX FDS | $883,850 | 0.1% | -9% | — |
| 140 |  $AFL | AFLAC INC | $863,493 | 0.1% | -2% | 60.3 |
| 141 |  $LLY | ELI LILLY & Co | $848,597 | 0.1% | +1% | 89.3 |
| 142 | — | SCHWAB STRATEGIC TR | $848,554 | 0.1% | -16% | — |
| 143 | — | SCHWAB STRATEGIC TR | $827,946 | 0.1% | -3% | — |
| 144 |  $SO | SOUTHERN CO | $813,836 | 0.1% | -10% | 65.1 |
| 145 | — | ISHARES TR | $770,474 | 0.1% | -8% | — |
| 146 |  $ETR | ENTERGY CORP /DE/ | $770,426 | 0.1% | -2% | 65.1 |
| 147 | — | VANGUARD WORLD FD | $765,732 | 0.1% | +7% | — |
| 148 |  $WMT | Walmart Inc. | $751,696 | 0.1% | -3% | 63.2 |
| 149 |  $BNL | Broadstone Net Lease, Inc. | $745,389 | 0.1% | +0% | 54 |
| 150 |  $MTB | M&T BANK CORP | $740,836 | 0.1% | -3% | 64.1 |
| 151 | — | VANGUARD SCOTTSDALE FDS | $731,149 | 0.1% | -37% | — |
| 152 |  $Q | Qnity Electronics, Inc. | $716,972 | 0.1% | NEW | — |
| 153 |  $STZ | CONSTELLATION BRANDS, INC. | $714,600 | 0.1% | -17% | 65 |
| 154 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $709,008 | 0.1% | -19% | — |
| 155 |  $PAYX | PAYCHEX INC | $702,135 | 0.1% | -15% | 75.1 |
| 156 | — | SCHWAB STRATEGIC TR | $692,714 | 0.1% | -8% | — |
| 157 |  $PPL | PPL Corp | $686,645 | 0.0% | +0% | 70.3 |
| 158 |  $TRNS | TRANSCAT INC | $676,769 | 0.0% | +11% | 49.5 |
| 159 |  $GILD | GILEAD SCIENCES, INC. | $646,196 | 0.0% | -1% | 77.8 |
| 160 |  $COP | CONOCOPHILLIPS | $638,870 | 0.0% | -22% | 74.8 |
| 161 |  $ABT | ABBOTT LABORATORIES | $636,788 | 0.0% | -4% | 67 |
| 162 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $632,057 | 0.0% | +0% | 60.5 |
| 163 |  $PANW | Palo Alto Networks Inc | $630,728 | 0.0% | -17% | 66.5 |
| 164 |  $NFLX | NETFLIX INC | $601,601 | 0.0% | -7% | 86.7 |
| 165 |  $MO | ALTRIA GROUP, INC. | $597,216 | 0.0% | -5% | 72.1 |
| 166 | $IVZ | Invesco Ltd. | $590,977 | 0.0% | +295% | — |
| 167 |  $WFC | WELLS FARGO & COMPANY/MN | $577,562 | 0.0% | -5% | — |
| 168 |  $TRGP | Targa Resources Corp. | $575,432 | 0.0% | +0% | 70 |
| 169 | — | FIRST TR EXCHANGE-TRADED FD | $573,212 | 0.0% | +23% | — |
| 170 |  $TXN | TEXAS INSTRUMENTS INC | $564,497 | 0.0% | +0% | 70.4 |
| 171 |  $OKE | ONEOK INC /NEW/ | $558,972 | 0.0% | -2% | 72 |
| 172 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $554,678 | 0.0% | +0% | 66.4 |
| 173 |  $DD | DuPont de Nemours, Inc. | $536,044 | 0.0% | +0% | 31.1 |
| 174 | — | SCHWAB STRATEGIC TR | $532,740 | 0.0% | -24% | — |
| 175 |  $TT | Trane Technologies plc | $531,985 | 0.0% | -5% | — |
| 176 |  $NEM | NEWMONT Corp /DE/ | $526,076 | 0.0% | -5% | 88.3 |
| 177 | — | ISHARES TR | $520,074 | 0.0% | -1% | — |
| 178 |  $SWKS | SKYWORKS SOLUTIONS, INC. | $516,115 | 0.0% | -8% | 52.1 |
| 179 | — | STATE STR SPDR DOW JONES IND | $515,531 | 0.0% | -15% | — |
| 180 |  $PKG | PACKAGING CORP OF AMERICA | $514,634 | 0.0% | -0% | 70 |
| 181 |  $TFC | TRUIST FINANCIAL CORP | $506,175 | 0.0% | -2% | — |
| 182 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $493,983 | 0.0% | -8% | 74.6 |
| 183 |  $T | AT&T INC. | $490,425 | 0.0% | +17% | 71.9 |
| 184 |  $DAR | DARLING INGREDIENTS INC. | $483,111 | 0.0% | -32% | 46.6 |
| 185 | — | VANGUARD TAX-MANAGED FDS | $476,271 | 0.0% | -2% | — |
| 186 |  $IBKR | Interactive Brokers Group, Inc. | $476,063 | 0.0% | +68% | 75.5 |
| 187 |  $TSLA | Tesla, Inc. | $470,759 | 0.0% | +2% | 50.1 |
| 188 |  $GWW | W.W. GRAINGER, INC. | $470,140 | 0.0% | +1% | 69.5 |
| 189 | — | VANGUARD WORLD FD | $464,656 | 0.0% | +0% | — |
| 190 | — | SCHWAB STRATEGIC TR | $462,604 | 0.0% | -16% | — |
| 191 |  $NBTB | NBT BANCORP INC | $461,227 | 0.0% | +0% | 34.6 |
| 192 | — | ISHARES TR | $454,611 | 0.0% | +6% | — |
| 193 |  $PGR | PROGRESSIVE CORP/OH/ | $447,282 | 0.0% | +52% | 83.6 |
| 194 | $IVZ | Invesco Ltd. | $441,076 | 0.0% | +2% | — |
| 195 |  $MUSA | Murphy USA Inc. | $438,646 | 0.0% | -4% | 53.2 |
| 196 |  $GLW | CORNING INC /NY | $428,150 | 0.0% | -4% | 72.7 |
| 197 |  $RY | ROYAL BANK OF CANADA | $427,585 | 0.0% | -6% | — |
| 198 | — | ISHARES INC | $425,786 | 0.0% | +38% | — |
| 199 |  $EMR | EMERSON ELECTRIC CO | $425,040 | 0.0% | -3% | 65.9 |
| 200 |  $IDA | IDACORP INC | $419,512 | 0.0% | -2% | 62.6 |
| 201 |  $ADI | ANALOG DEVICES INC | $417,518 | 0.0% | -0% | 76.2 |
| 202 |  $SHW | SHERWIN WILLIAMS CO | $414,792 | 0.0% | -1% | 65.3 |
| 203 |  $SOLS | Solstice Advanced Materials Inc. | $410,737 | 0.0% | -52% | — |
| 204 |  $BOOT | Boot Barn Holdings, Inc. | $407,174 | 0.0% | +46% | 73.5 |
| 205 |  $BA | BOEING CO | $402,912 | 0.0% | +2% | 51.8 |
| 206 |  $DOW | DOW INC. | $400,596 | 0.0% | -2% | 38 |
| 207 |  $CAH | CARDINAL HEALTH INC | $387,141 | 0.0% | -3% | 58.6 |
| 208 | — | ISHARES TR | $370,860 | 0.0% | -4% | — |
| 209 |  $PLTR | Palantir Technologies Inc. | $369,458 | 0.0% | +1% | 85.8 |
| 210 | — | ISHARES TR | $368,458 | 0.0% | -8% | — |
| 211 | — | ISHARES TR | $364,557 | 0.0% | +45% | — |
| 212 |  $EXTR | EXTREME NETWORKS INC | $363,504 | 0.0% | +15% | 52 |
| 213 |  $LPX | LOUISIANA-PACIFIC CORP | $362,659 | 0.0% | +9% | 50.7 |
| 214 |  $SYY | SYSCO CORP | $361,540 | 0.0% | +63% | 58.4 |
| 215 |  $STT | STATE STREET CORP | $358,241 | 0.0% | +30% | 61.5 |
| 216 |  $TGT | TARGET CORP | $357,624 | 0.0% | +3% | 53.1 |
| 217 |  $DORM | Dorman Products, Inc. | $355,868 | 0.0% | +32% | 63.1 |
| 218 | — | VANGUARD INDEX FDS | $353,103 | 0.0% | +1% | — |
| 219 |  $BCO | BRINKS CO | $349,959 | 0.0% | NEW | 52 |
| 220 |  $LOB | Live Oak Bancshares, Inc. | $348,591 | 0.0% | -11% | — |
| 221 |  $GPC | GENUINE PARTS CO | $344,005 | 0.0% | -36% | 54.2 |
| 222 |  $USPH | U S PHYSICAL THERAPY INC /NV | $333,722 | 0.0% | -8% | 57.2 |
| 223 |  $MPC | Marathon Petroleum Corp | $332,673 | 0.0% | -2% | 50.7 |
| 224 |  $ARLP | ALLIANCE RESOURCE PARTNERS LP | $331,800 | 0.0% | +0% | 54.2 |
| 225 | — | ISHARES TR | $330,289 | 0.0% | -13% | — |
| 226 |  $BMY | BRISTOL MYERS SQUIBB CO | $328,082 | 0.0% | -1% | 70.1 |
| 227 |  $CXT | Crane NXT, Co. | $327,318 | 0.0% | +20% | 43.3 |
| 228 |  $EPAC | ENERPAC TOOL GROUP CORP | $326,407 | 0.0% | +16% | 47.8 |
| 229 | — | SELECT SECTOR SPDR TR | $322,695 | 0.0% | +10% | — |
| 230 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $321,681 | 0.0% | -4% | 75.1 |
| 231 | — | SCHWAB STRATEGIC TR | $320,013 | 0.0% | -77% | — |
| 232 | — | ISHARES TR | $319,484 | 0.0% | +14% | — |
| 233 |  $KMB | KIMBERLY CLARK CORP | $318,351 | 0.0% | NEW | 61.7 |
| 234 | — | VANGUARD INTL EQUITY INDEX F | $314,236 | 0.0% | -24% | — |
| 235 |  $MRVL | Marvell Technology, Inc. | $312,304 | 0.0% | +16% | 77.3 |
| 236 |  $ETN | Eaton Corp plc | $312,243 | 0.0% | -8% | — |
| 237 |  $CL | COLGATE PALMOLIVE CO | $312,198 | 0.0% | -0% | 72.4 |
| 238 |  $CSW | CSW INDUSTRIALS, INC. | $309,830 | 0.0% | +39% | 64.1 |
| 239 |  $ISRG | INTUITIVE SURGICAL INC | $307,937 | 0.0% | -2% | 81.4 |
| 240 |  $AGCO | AGCO CORP /DE | $302,074 | 0.0% | -7% | 50.7 |
| 241 |  $BDC | BELDEN INC. | $296,262 | 0.0% | -7% | 57.4 |
| 242 |  $AWI | ARMSTRONG WORLD INDUSTRIES INC | $291,367 | 0.0% | +7% | 69.6 |
| 243 | — | NORTHERN LTS FD TR IV | $289,277 | 0.0% | +0% | — |
| 244 |  $XEL | XCEL ENERGY INC | $289,243 | 0.0% | +0% | — |
| 245 |  $AMT | AMERICAN TOWER CORP /MA/ | $287,820 | 0.0% | -1% | 69.8 |
| 246 |  $IAUM | iShares Gold Trust Micro | $284,123 | 0.0% | +0% | — |
| 247 |  $MSA | MSA Safety Inc | $283,634 | 0.0% | -7% | 59.1 |
| 248 |  $ROK | ROCKWELL AUTOMATION, INC | $282,798 | 0.0% | +0% | 68.2 |
| 249 |  $ALL | ALLSTATE CORP | $274,141 | 0.0% | +0% | 76.6 |
| 250 |  $GBTC | Grayscale Bitcoin Trust ETF | $273,086 | 0.0% | +0% | — |
| 251 |  $AJG | Arthur J. Gallagher & Co. | $271,592 | 0.0% | +36% | 72.1 |
| 252 | — | SPDR SERIES TRUST | $270,448 | 0.0% | -5% | — |
| 253 | — | SELECT SECTOR SPDR TR | $270,273 | 0.0% | +8% | — |
| 254 | — | PROSHARES TR | $267,684 | 0.0% | +22% | — |
| 255 |  $BRK.B | BERKSHIRE HATHAWAY INC | $263,560 | 0.0% | +0% | 64.5 |
| 256 |  $NVS | NOVARTIS AG | $260,484 | 0.0% | -10% | — |
| 257 |  $GEHC | GE HealthCare Technologies Inc. | $259,125 | 0.0% | NEW | 58.2 |
| 258 | — | ISHARES TR | $257,196 | 0.0% | +0% | — |
| 259 |  $CPB | CAMPBELL'S Co | $255,794 | 0.0% | +0% | 54.5 |
| 260 |  $SCL | STEPAN CO | $253,449 | 0.0% | -7% | 41.2 |
| 261 |  $NOW | ServiceNow, Inc. | $251,130 | 0.0% | -20% | 76 |
| 262 | — | VANGUARD SPECIALIZED FUNDS | $245,814 | 0.0% | -12% | — |
| 263 |  $WEC | WEC ENERGY GROUP, INC. | $243,928 | 0.0% | -2% | 67 |
| 264 |  $A | AGILENT TECHNOLOGIES, INC. | $243,462 | 0.0% | NEW | 64.6 |
| 265 | — | ISHARES TR | $242,003 | 0.0% | +0% | — |
| 266 |  $MOD | MODINE MANUFACTURING CO | $240,982 | 0.0% | -55% | 48.8 |
| 267 |  $MCO | MOODYS CORP /DE/ | $240,670 | 0.0% | -1% | 81.3 |
| 268 |  $MEI | METHODE ELECTRONICS INC | $240,159 | 0.0% | -13% | 32.6 |
| 269 |  $EA | ELECTRONIC ARTS INC. | $239,140 | 0.0% | -0% | 71.1 |
| 270 |  $CCZ | COMCAST CORP | $238,197 | 0.0% | -1% | 70.4 |
| 271 | — | VANECK ETF TRUST | $234,795 | 0.0% | +4% | — |
| 272 | — | SCHWAB STRATEGIC TR | $234,469 | 0.0% | -18% | — |
| 273 |  $LRCX | LAM RESEARCH CORP | $228,309 | 0.0% | NEW | 82.4 |
| 274 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $228,156 | 0.0% | -58% | 61.9 |
| 275 |  $EFSI | EAGLE FINANCIAL SERVICES INC | $227,370 | 0.0% | +0% | — |
| 276 | — | SELECT SECTOR SPDR TR | $226,497 | 0.0% | +87% | — |
| 277 | — | SPDR SERIES TRUST | $225,636 | 0.0% | +1% | — |
| 278 | — | VANGUARD INDEX FDS | $225,440 | 0.0% | +0% | — |
| 279 |  $DG | DOLLAR GENERAL CORP | $225,278 | 0.0% | NEW | 60.4 |
| 280 | — | SCHWAB STRATEGIC TR | $222,614 | 0.0% | -45% | — |
| 281 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $222,559 | 0.0% | NEW | 60.7 |
| 282 | — | VANGUARD INDEX FDS | $222,413 | 0.0% | -37% | — |
| 283 |  $SOLV | Solventum Corp | $221,237 | 0.0% | +0% | 55.7 |
| 284 | $META | Meta Platforms, Inc. | $220,568 | 0.0% | +0% | 80.9 |
| 285 |  $IBIT | iShares Bitcoin Trust ETF | $219,763 | 0.0% | NEW | — |
| 286 | — | ISHARES TR | $217,972 | 0.0% | -61% | — |
| 287 |  $ATO | ATMOS ENERGY CORP | $217,970 | 0.0% | NEW | 72 |
| 288 |  $CTAS | CINTAS CORP | $216,037 | 0.0% | -1% | 76.3 |
| 289 |  $APP | AppLovin Corp | $214,920 | 0.0% | -2% | 86.8 |
| 290 | — | ISHARES TR | $214,608 | 0.0% | NEW | — |
| 291 |  $TM | TOYOTA MOTOR CORP/ | $211,385 | 0.0% | -2% | — |
| 292 | — | VANECK ETF TRUST | $209,420 | 0.0% | +23% | — |
| 293 | — | SCHWAB STRATEGIC TR | $208,274 | 0.0% | +0% | — |
| 294 |  $INTC | INTEL CORP | $206,530 | 0.0% | -27% | 41.5 |
| 295 |  $CARR | CARRIER GLOBAL Corp | $200,858 | 0.0% | NEW | 61.5 |
| 296 | — | SPDR SERIES TRUST | $199,639 | 0.0% | +61% | — |
| 297 | — | PROSHARES TR | $196,790 | 0.0% | +24% | — |
| 298 | — | SCHWAB STRATEGIC TR | $195,133 | 0.0% | -18% | — |
| 299 | — | ETF SER SOLUTIONS | $191,924 | 0.0% | +70% | — |
| 300 | $IVZ | Invesco Ltd. | $187,799 | 0.0% | +0% | — |
| 301 | — | GLOBAL X FDS | $186,167 | 0.0% | +0% | — |
| 302 | — | ISHARES TR | $181,836 | 0.0% | +5% | — |
| 303 | — | DIMENSIONAL ETF TRUST | $178,188 | 0.0% | +0% | — |
| 304 | — | FIDELITY COVINGTON TRUST | $173,502 | 0.0% | +0% | — |
| 305 | — | ISHARES TR | $171,046 | 0.0% | +80% | — |
| 306 | — | FIDELITY COVINGTON TRUST | $162,071 | 0.0% | -11% | — |
| 307 | — | VANECK ETF TRUST | $160,614 | 0.0% | +0% | — |
| 308 | — | ISHARES TR | $159,028 | 0.0% | NEW | — |
| 309 | — | VANGUARD WORLD FD | $156,423 | 0.0% | NEW | — |
| 310 | — | SCHWAB STRATEGIC TR | $150,714 | 0.0% | -53% | — |
| 311 |  $CLM | Cornerstone Strategic Investment Fund, Inc. | $146,634 | 0.0% | NEW | — |
| 312 | — | ISHARES TR | $144,835 | 0.0% | +0% | — |
| 313 | — | ISHARES TR | $139,059 | 0.0% | +0% | — |
| 314 | — | PUTNAM ETF TRUST | $133,427 | 0.0% | +0% | — |
| 315 | — | INVESCO EXCHANGE TRADED FD T | $125,689 | 0.0% | +11% | — |
| 316 | — | FIDELITY COVINGTON TRUST | $125,101 | 0.0% | +0% | — |
| 317 | — | FIDELITY COVINGTON TRUST | $123,903 | 0.0% | +0% | — |
| 318 | — | ISHARES TR | $122,450 | 0.0% | -71% | — |
| 319 | — | ISHARES TR | $116,265 | 0.0% | +60% | — |
| 320 |  $LUMN | Lumen Technologies, Inc. | $114,356 | 0.0% | +1% | 39.8 |
| 321 | — | ISHARES TR | $112,285 | 0.0% | +0% | — |
| 322 | — | EA SERIES TRUST | $111,348 | 0.0% | NEW | — |
| 323 | — | FIRST TR EXCHANGE-TRADED FD | $109,217 | 0.0% | +0% | — |
| 324 | — | SCHWAB STRATEGIC TR | $107,353 | 0.0% | +1% | — |
| 325 | — | NORTHERN LTS FD TR IV | $102,843 | 0.0% | +0% | — |
| 326 | $IVZ | Invesco Ltd. | $102,774 | 0.0% | -29% | — |
| 327 | — | VANGUARD SCOTTSDALE FDS | $96,067 | 0.0% | -6% | — |
| 328 | — | ISHARES TR | $95,834 | 0.0% | -68% | — |
| 329 | — | ISHARES TR | $93,475 | 0.0% | -3% | — |
| 330 | — | FIDELITY COVINGTON TRUST | $90,165 | 0.0% | +0% | — |
| 331 | — | VANGUARD INTL EQUITY INDEX F | $89,326 | 0.0% | +0% | — |
| 332 | — | VANGUARD INDEX FDS | $87,104 | 0.0% | +0% | — |
| 333 | — | SCHWAB STRATEGIC TR | $87,008 | 0.0% | -0% | — |
| 334 | — | ISHARES TR | $86,151 | 0.0% | +1% | — |
| 335 | — | SPDR SERIES TRUST | $83,148 | 0.0% | +0% | — |
| 336 | — | SPDR SERIES TRUST | $81,194 | 0.0% | -17% | — |
| 337 | — | SPDR SERIES TRUST | $80,842 | 0.0% | +0% | — |
| 338 | — | ISHARES TR | $78,496 | 0.0% | -38% | — |
| 339 | — | VANECK ETF TRUST | $78,122 | 0.0% | +0% | — |
| 340 | — | DIMENSIONAL ETF TRUST | $74,107 | 0.0% | +0% | — |
| 341 | — | EA SERIES TRUST | $74,019 | 0.0% | NEW | — |
| 342 | — | ISHARES TR | $73,623 | 0.0% | +0% | — |
| 343 | — | SPDR SERIES TRUST | $73,433 | 0.0% | -38% | — |
| 344 | — | INVESCO EXCHANGE TRADED FD T | $72,141 | 0.0% | +0% | — |
| 345 | — | VANGUARD SCOTTSDALE FDS | $71,151 | 0.0% | -28% | — |
| 346 |  $DOV | DOVER Corp | $70,682 | 0.0% | +1% | 63.1 |
| 347 | — | DIMENSIONAL ETF TRUST | $68,758 | 0.0% | +0% | — |
| 348 | — | SCHWAB STRATEGIC TR | $67,930 | 0.0% | -48% | — |
| 349 | — | SCHWAB STRATEGIC TR | $66,412 | 0.0% | +0% | — |
| 350 | — | VANGUARD BD INDEX FDS | $65,098 | 0.0% | +30% | — |
| 351 | — | ISHARES TR | $64,950 | 0.0% | +0% | — |
| 352 | — | ISHARES TR | $63,060 | 0.0% | -21% | — |
| 353 | — | VANGUARD INTL EQUITY INDEX F | $62,107 | 0.0% | +0% | — |
| 354 | $IVZ | Invesco Ltd. | $61,778 | 0.0% | +0% | — |
| 355 | — | VANGUARD WORLD FD | $61,424 | 0.0% | +0% | — |
| 356 | — | ISHARES TR | $61,279 | 0.0% | NEW | — |
| 357 | — | ISHARES INC | $61,190 | 0.0% | NEW | — |
| 358 | — | ISHARES TR | $55,098 | 0.0% | +1155% | — |
| 359 |  $SLI | STANDARD LITHIUM LTD. | $54,560 | 0.0% | -20% | — |
| 360 | — | ISHARES TR | $52,613 | 0.0% | +0% | — |
| 361 | — | SPDR SERIES TRUST | $50,815 | 0.0% | -5% | — |
| 362 | — | SPDR SERIES TRUST | $50,072 | 0.0% | +0% | — |
| 363 | — | ISHARES TR | $49,944 | 0.0% | -25% | — |
| 364 | — | SPDR SERIES TRUST | $49,304 | 0.0% | -11% | — |
| 365 | — | VANGUARD INDEX FDS | $48,882 | 0.0% | NEW | — |
| 366 | $IVZ | Invesco Ltd. | $45,960 | 0.0% | +0% | — |
| 367 | — | VANGUARD WORLD FD | $42,725 | 0.0% | +0% | — |
| 368 | — | FIRST TR EXCHANGE-TRADED FD | $41,885 | 0.0% | NEW | — |
| 369 | — | ETF SER SOLUTIONS | $40,906 | 0.0% | +0% | — |
| 370 | — | ISHARES TR | $40,842 | 0.0% | -9% | — |
| 371 | — | VANGUARD WORLD FD | $40,463 | 0.0% | -30% | — |
| 372 | — | VANGUARD BD INDEX FDS | $39,439 | 0.0% | +0% | — |
| 373 | $WT | WisdomTree, Inc. | $39,170 | 0.0% | +0% | 62.9 |
| 374 | — | ISHARES INC | $39,050 | 0.0% | NEW | — |
| 375 |  $NOTV | Inotiv, Inc. | $36,396 | 0.0% | +0% | 29.3 |
| 376 | — | ISHARES TR | $35,760 | 0.0% | NEW | — |
| 377 | — | ISHARES TR | $35,553 | 0.0% | +0% | — |
| 378 | $BAC | BANK OF AMERICA CORP /DE/ | $33,364 | 0.0% | +0% | 68.4 |
| 379 | — | INVESCO EXCHANGE TRADED FD T | $33,256 | 0.0% | -30% | — |
| 380 | — | SCHWAB STRATEGIC TR | $32,838 | 0.0% | -39% | — |
| 381 | — | FIDELITY COVINGTON TRUST | $31,989 | 0.0% | -71% | — |
| 382 | — | GLOBAL X FDS | $31,366 | 0.0% | +0% | — |
| 383 | — | ISHARES TR | $30,484 | 0.0% | -45% | — |
| 384 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $30,390 | 0.0% | +0% | — |
| 385 | — | ISHARES TR | $30,263 | 0.0% | +0% | — |
| 386 | — | VANGUARD WORLD FD | $29,971 | 0.0% | NEW | — |
| 387 | — | INVESCO EXCHANGE TRADED FD T | $29,917 | 0.0% | +0% | — |
| 388 | — | ISHARES TR | $29,082 | 0.0% | +0% | — |
| 389 | — | VANGUARD WORLD FD | $28,748 | 0.0% | +137% | — |
| 390 | — | GLOBAL X FDS | $27,336 | 0.0% | -5% | — |
| 391 | — | ISHARES INC | $26,570 | 0.0% | NEW | — |
| 392 | — | ISHARES INC | $26,473 | 0.0% | NEW | — |
| 393 | — | ISHARES TR | $25,279 | 0.0% | +0% | — |
| 394 | — | SCHWAB STRATEGIC TR | $25,160 | 0.0% | +13% | — |
| 395 | — | DIMENSIONAL ETF TRUST | $25,109 | 0.0% | +0% | — |
| 396 | — | ISHARES TR | $25,025 | 0.0% | +111% | — |
| 397 | — | VANGUARD WORLD FD | $24,459 | 0.0% | +0% | — |
| 398 | — | ISHARES TR | $24,177 | 0.0% | -17% | — |
| 399 | — | DIMENSIONAL ETF TRUST | $24,108 | 0.0% | -9% | — |
| 400 |  $PROP | Prairie Operating Co. | $23,751 | 0.0% | +0% | 47 |
| 401 | — | ISHARES TR | $23,364 | 0.0% | +4% | — |
| 402 | — | DIMENSIONAL ETF TRUST | $23,299 | 0.0% | +0% | — |
| 403 | $IVZ | Invesco Ltd. | $21,674 | 0.0% | -50% | — |
| 404 | — | ISHARES INC | $21,276 | 0.0% | NEW | — |
| 405 | — | ISHARES INC | $21,259 | 0.0% | NEW | — |
| 406 | — | ISHARES TR | $19,754 | 0.0% | -45% | — |
| 407 | — | ISHARES TR | $19,268 | 0.0% | +0% | — |
| 408 | — | DIMENSIONAL ETF TRUST | $18,894 | 0.0% | -15% | — |
| 409 | — | ISHARES TR | $18,567 | 0.0% | +0% | — |
| 410 | — | VANGUARD WORLD FD | $18,306 | 0.0% | +1% | — |
| 411 | — | ISHARES TR | $17,451 | 0.0% | NEW | — |
| 412 | — | SELECT SECTOR SPDR TR | $16,996 | 0.0% | -12% | — |
| 413 | — | DIMENSIONAL ETF TRUST | $16,521 | 0.0% | +0% | — |
| 414 | — | SCHWAB STRATEGIC TR | $16,066 | 0.0% | -93% | — |
| 415 | — | EA SERIES TRUST | $15,571 | 0.0% | NEW | — |
| 416 | — | ISHARES TR | $15,141 | 0.0% | +0% | — |
| 417 | — | SCHWAB STRATEGIC TR | $14,256 | 0.0% | -51% | — |
| 418 | — | VANECK ETF TRUST | $14,252 | 0.0% | +34% | — |
| 419 | — | ISHARES TR | $13,966 | 0.0% | +0% | — |
| 420 | — | VANGUARD WORLD FD | $12,990 | 0.0% | +0% | — |
| 421 | — | VANGUARD INDEX FDS | $12,868 | 0.0% | +0% | — |
| 422 | — | SCHWAB STRATEGIC TR | $12,698 | 0.0% | +19% | — |
| 423 | — | ISHARES INC | $12,229 | 0.0% | NEW | — |
| 424 | $WFC | WELLS FARGO & COMPANY/MN | $11,550 | 0.0% | +0% | — |
| 425 | — | VANGUARD SCOTTSDALE FDS | $11,408 | 0.0% | +0% | — |
| 426 | — | ISHARES INC | $11,310 | 0.0% | NEW | — |
| 427 | — | ISHARES TR | $10,115 | 0.0% | -6% | — |
| 428 | — | ISHARES TR | $9,398 | 0.0% | -43% | — |
| 429 |  $YMM | Full Truck Alliance Co. Ltd. | $9,299 | 0.0% | +0% | — |
| 430 | — | GLOBAL X FDS | $9,008 | 0.0% | +0% | — |
| 431 | — | VANGUARD WHITEHALL FDS | $8,846 | 0.0% | +0% | — |
| 432 | — | INVESCO EXCHANGE TRADED FD T | $8,782 | 0.0% | +0% | — |
| 433 | — | SCHWAB STRATEGIC TR | $8,622 | 0.0% | -91% | — |
| 434 | — | SPDR SERIES TRUST | $7,919 | 0.0% | +0% | — |
| 435 | — | FIDELITY COVINGTON TRUST | $7,153 | 0.0% | +1% | — |
| 436 | — | FIDELITY COVINGTON TRUST | $6,941 | 0.0% | +0% | — |
| 437 | $IVZ | Invesco Ltd. | $6,816 | 0.0% | +0% | — |
| 438 | — | SPDR SERIES TRUST | $6,365 | 0.0% | +0% | — |
| 439 | — | ISHARES TR | $6,001 | 0.0% | +0% | — |
| 440 | — | ISHARES INC | $5,999 | 0.0% | +0% | — |
| 441 | — | VANGUARD WORLD FD | $5,920 | 0.0% | -50% | — |
| 442 | $WT | WisdomTree, Inc. | $5,218 | 0.0% | +0% | 62.9 |
| 443 | — | ISHARES TR | $4,597 | 0.0% | NEW | — |
| 444 | — | SCHWAB STRATEGIC TR | $4,439 | 0.0% | -92% | — |
| 445 | — | FIDELITY COVINGTON TRUST | $4,381 | 0.0% | NEW | — |
| 446 | — | SPDR SERIES TRUST | $4,149 | 0.0% | -1% | — |
| 447 |  $GAB | GABELLI EQUITY TRUST INC | $4,077 | 0.0% | NEW | — |
| 448 | — | DIMENSIONAL ETF TRUST | $4,003 | 0.0% | +0% | — |
| 449 | $IVZ | Invesco Ltd. | $3,799 | 0.0% | +0% | — |
| 450 | — | ISHARES TR | $3,608 | 0.0% | +0% | — |
| 451 | — | ISHARES INC | $3,555 | 0.0% | NEW | — |
| 452 | — | ISHARES TR | $3,381 | 0.0% | +0% | — |
| 453 | — | ISHARES TR | $3,106 | 0.0% | +0% | — |
| 454 | — | ISHARES TR | $2,840 | 0.0% | +0% | — |
| 455 | — | SPDR SERIES TRUST | $2,821 | 0.0% | NEW | — |
| 456 | — | FIRST TR EXCHANGE-TRADED FD | $2,821 | 0.0% | +463% | — |
| 457 | — | PROSHARES TR | $2,781 | 0.0% | NEW | — |
| 458 | — | FIDELITY COVINGTON TRUST | $2,757 | 0.0% | NEW | — |
| 459 | $IVZ | Invesco Ltd. | $2,716 | 0.0% | +0% | — |
| 460 | — | VANECK ETF TRUST | $2,653 | 0.0% | NEW | — |
| 461 | — | ISHARES TR | $2,323 | 0.0% | -87% | — |
| 462 | — | FIDELITY COVINGTON TRUST | $2,319 | 0.0% | +0% | — |
| 463 | — | SPDR SERIES TRUST | $2,302 | 0.0% | +0% | — |
| 464 | — | VANGUARD BD INDEX FDS | $1,651 | 0.0% | -93% | — |
| 465 | — | VANGUARD SCOTTSDALE FDS | $1,644 | 0.0% | +0% | — |
| 466 | — | FIDELITY COVINGTON TRUST | $1,643 | 0.0% | +0% | — |
| 467 | — | ISHARES TR | $1,630 | 0.0% | +0% | — |
| 468 | — | SPDR SERIES TRUST | $1,191 | 0.0% | +0% | — |
| 469 | $WT | WisdomTree, Inc. | $1,141 | 0.0% | +0% | 62.9 |
| 470 | — | SPDR SERIES TRUST | $628 | 0.0% | +0% | — |
| 471 | — | ISHARES TR | $470 | 0.0% | +0% | — |
| 472 | — | ISHARES TR | $252 | 0.0% | +100% | — |
| 473 | — | GABELLI EQUITY TR INC | $189 | 0.0% | NEW | — |
| 474 | $IVZ | Invesco Ltd. | $168 | 0.0% | +0% | — |
| 475 | — | SCHWAB STRATEGIC TR | $156 | 0.0% | NEW | — |
| 476 | — | ISHARES TR | $83 | 0.0% | -100% | — |
| 477 | — | GLOBAL X FDS | $54 | 0.0% | +0% | — |
New Positions (43)
$AZN ASTRAZENECA PLC$10.5M$VIK Viking Holdings Ltd$2.7M$Q Qnity Electronics, Inc.$716,972$BCO BRINKS CO$349,959$KMB KIMBERLY CLARK CORP$318,351$GEHC GE HealthCare Technologies Inc.$259,125$A AGILENT TECHNOLOGIES, INC.$243,462$LRCX LAM RESEARCH CORP$228,309$DG DOLLAR GENERAL CORP$225,278$TSCO TRACTOR SUPPLY CO /DE/$222,559$IBIT iShares Bitcoin Trust ETF$219,763$ATO ATMOS ENERGY CORP$217,970 ISHARES TR$214,608
$CARR CARRIER GLOBAL Corp$200,858 ISHARES TR$159,028
Exited Positions (41)
$PINS PINTEREST, INC. SPDR SERIES TRUST - STATE STREET SPD
$CRM Salesforce, Inc.
$RRX REGAL REXNORD CORP
$CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD
$ZTS Zoetis Inc.
$ADP AUTOMATIC DATA PROCESSING INC
$CVS CVS HEALTH Corp
$SOFI SoFi Technologies, Inc.
$SNOW Snowflake Inc. USCF ETF TR - MIDSTREAM ENERGY
$SCHW SCHWAB CHARLES CORP
$DOX AMDOCS LTD FIRST TR EXCHANGE TRADED FD - NASD TECH DIV
ISHARES TR - MSCI EURO FL ETF
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