Amplius Wealth Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1900584
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13F Reported Value
ⓘ$1.4B
Holdings
211
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Amplius Wealth Advisors, LLC disclosed 211 positions worth $1.4B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 41 new positions and exited 6. The portfolio is most concentrated in Other (82.5% of disclosed assets). All figures are sourced directly from Amplius Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1900584.
AI Fund Analysis
DiversifyingEA SERIES TRUST - AMPLIUS
20.3% weight
Held 4 quarters
PUTNAM ETF TRUST - FOCUSED
7.6% weight
Held 10 quarters
COLUMBIA ETF TR I - RESH E
5.3% weight
Held 10 quarters
RBB FD INC - MOTLEY FOL ET
5.2% weight
Held 10 quarters
JOHN HANCOCK EXCHANGE TRAD
3.8% weight
Held 10 quarters
EXCHANGE LISTED FDS TR - S
9 quarters accumulating
COLUMBIA ETF TR I - RESH E
8 quarters accumulating
EA SERIES TRUST - ALPHA AR
8 quarters accumulating
VANGUARD TAX-MANAGED FDS -
6 quarters accumulating
$IVZ5 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
EA SERIES TRUST - AMPLIUS AGGRESSV
—Quality
$276.8M9,090,785 shPUTNAM ETF TRUST - FOCUSED LAR CAP
—Quality
$103.8M2,038,034 shCOLUMBIA ETF TR I - RESH ENHNC COR
—Quality
$72.5M1,675,097 shRBB FD INC - MOTLEY FOL ETF
—Quality
$71.3M936,549 shJOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI
—Quality
$51.4M685,861 shISHARES TR - CORE S&P SCP ETF
—Quality
$50.8M342,349 shISHARES TR - GLOBAL 100 ETF
—Quality
$41.8M305,892 sh- 73.5
Quality
$41.3M816,573 sh VICTORY PORTFOLIOS II - SHORT TRM BD ETF
—Quality
$40.0M790,733 shCOLUMBIA ETF TR I - CORE BOND ETF
—Quality
$39.9M1,330,753 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| EA SERIES TRUST - AMPLIUS AGGRESSV | — | $276.8M | 9,090,785 |
| PUTNAM ETF TRUST - FOCUSED LAR CAP | — | $103.8M | 2,038,034 |
| COLUMBIA ETF TR I - RESH ENHNC COR | — | $72.5M | 1,675,097 |
| RBB FD INC - MOTLEY FOL ETF | — | $71.3M | 936,549 |
| JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | — | $51.4M | 685,861 |
| ISHARES TR - CORE S&P SCP ETF | — | $50.8M | 342,349 |
| ISHARES TR - GLOBAL 100 ETF | — | $41.8M | 305,892 |
 GOLDMAN SACHS GROUP INC$GS | 73.5 | $41.3M | 816,573 |
| VICTORY PORTFOLIOS II - SHORT TRM BD ETF | — | $40.0M | 790,733 |
| COLUMBIA ETF TR I - CORE BOND ETF | — | $39.9M | 1,330,753 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Amplius Wealth Advisors, LLC's 211 positions.
Showing top 10 of 211 holdings.
Sector Allocation
Other
$1.1B
Financials
$169.7M
Technology
$40.9M
Consumer Discretionary
$7.1M
Industrials
$6.7M
Healthcare
$6.1M
Communication Services
$2.9M
Energy
$2.5M
Full Holdings — Amplius Wealth Advisors, LLC (Q2 2026)
All 211 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 | — | EA SERIES TRUST - AMPLIUS AGGRESSV | $276.8M | 20.3% | +0% | — |
| 2 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $103.8M | 7.6% | +3% | — |
| 3 | — | COLUMBIA ETF TR I - RESH ENHNC COR | $72.5M | 5.3% | +1% | — |
| 4 | — | RBB FD INC - MOTLEY FOL ETF | $71.3M | 5.2% | -3% | — |
| 5 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | $51.4M | 3.8% | +2% | — |
| 6 | — | ISHARES TR - CORE S&P SCP ETF | $50.8M | 3.7% | +2% | — |
| 7 | — | ISHARES TR - GLOBAL 100 ETF | $41.8M | 3.1% | -1% | — |
| 8 | $GS | GOLDMAN SACHS GROUP INC | $41.3M | 3.0% | +9% | 73.5 |
| 9 | — | VICTORY PORTFOLIOS II - SHORT TRM BD ETF | $40.0M | 2.9% | +8% | — |
| 10 | — | COLUMBIA ETF TR I - CORE BOND ETF | $39.9M | 2.9% | NEW | — |
| 11 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $38.6M | 2.8% | +7% | — |
| 12 | — | CAPITAL GROUP INTERNATIONAL - SHS | $36.2M | 2.6% | +0% | — |
| 13 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $35.0M | 2.6% | -6% | — |
| 14 |  $WT | WisdomTree, Inc. | $29.6M | 2.2% | +9% | 59.9 |
| 15 | — | ISHARES TR - S&P 100 ETF | $27.1M | 2.0% | -3% | — |
| 16 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $26.7M | 1.9% | +7% | — |
| 17 |  $CB | Chubb Ltd | $25.0M | 1.8% | -3% | — |
| 18 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $23.8M | 1.8% | +22% | — |
| 19 | — | ISHARES TR - 0-5 YR TIPS ETF | $20.5M | 1.5% | -61% | — |
| 20 |  $BX | Blackstone Inc. | $15.2M | 1.1% | +1% | 74.4 |
| 21 |  $AAPL | Apple Inc. | $14.0M | 1.0% | +3% | 76.4 |
| 22 | — | SPDR DOW JONES INDL AVERAGE - UT SER 1 | $13.6M | 1.0% | -1% | — |
| 23 | — | ISHARES TR - MSCI ACWI ETF | $13.5M | 1.0% | -1% | — |
| 24 | $IVZ | Invesco Ltd. | $13.4M | 1.0% | +16% | — |
| 25 | — | VANECK ETF TRUST - BDC INCOME ETF | $13.1M | 1.0% | +2% | — |
| 26 | — | ISHARES INC - EMNG MKTS EQT | $11.6M | 0.8% | +11% | — |
| 27 | — | VANECK ETF TRUST - ALTERNATIVE ASSE | $11.4M | 0.8% | -9% | — |
| 28 |  $SPY | SPDR S&P 500 ETF TRUST | $10.2M | 0.8% | +33% | — |
| 29 | — | ISHARES TR - CORE S&P US VLU | $8.7M | 0.6% | -7% | — |
| 30 | — | ISHARES TR - CORE S&P US GWT | $7.8M | 0.6% | -2% | — |
| 31 |  $AMG | AFFILIATED MANAGERS GROUP, INC. | $7.4M | 0.5% | +11% | 56.1 |
| 32 | — | ISHARES TR - CORE S&P TTL STK | $7.0M | 0.5% | -13% | — |
| 33 |  $IAU | ISHARES GOLD TRUST | $4.9M | 0.4% | +1% | — |
| 34 | $WT | WisdomTree, Inc. | $4.5M | 0.3% | -43% | 59.9 |
| 35 |  $AVGO | Broadcom Inc. | $4.4M | 0.3% | +1% | 84.5 |
| 36 | — | PACER FDS TR - DEVELOPED MRKT | $4.1M | 0.3% | -2% | — |
| 37 | $IVZ | Invesco Ltd. | $4.0M | 0.3% | -6% | — |
| 38 |  $GOOG | Alphabet Inc. | $3.9M | 0.3% | +25% | 78.2 |
| 39 | — | ISHARES TR - CORE MSCI TOTAL | $3.8M | 0.3% | -5% | — |
| 40 |  $AMZN | AMAZON COM INC | $3.8M | 0.3% | +15% | 68.7 |
| 41 |  $BRK.A | BERKSHIRE HATHAWAY INC | $3.7M | 0.3% | +0% | 73.8 |
| 42 |  $BXSL | Blackstone Secured Lending Fund | $3.5M | 0.3% | -24% | — |
| 43 |  $MSFT | MICROSOFT CORP | $3.2M | 0.2% | +16% | 79.8 |
| 44 |  $NVDA | NVIDIA CORP | $3.0M | 0.2% | +25% | 85.9 |
| 45 |  $GLD | SPDR GOLD TRUST | $2.9M | 0.2% | +2% | — |
| 46 | — | FIRST TR EXCHNG TRADED FD VI - CBOE VEST US EQ | $2.6M | 0.2% | -24% | — |
| 47 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $2.5M | 0.2% | -4% | — |
| 48 |  $GOOGL | Alphabet Inc. | $2.4M | 0.2% | +8% | 78.2 |
| 49 |  $BTT | BlackRock Municipal 2030 Target Term Trust | $2.3M | 0.2% | -3% | — |
| 50 |  $CCZ | COMCAST CORP | $2.2M | 0.2% | -0% | 59.5 |
| 51 | — | COLUMBIA ETF TR I - MULTI SEC MUNI | $2.2M | 0.2% | +9% | — |
| 52 |  $RKLB | Rocket Lab Corp | $2.2M | 0.2% | NEW | 39.9 |
| 53 | — | CALAMOS ETF TR - S P 500 STRUCTUR | $2.2M | 0.2% | -11% | — |
| 54 |  $VRSK | Verisk Analytics, Inc. | $2.1M | 0.1% | +0% | 71.2 |
| 55 |  $JPM | JPMORGAN CHASE & CO | $2.1M | 0.1% | +14% | 70.7 |
| 56 | — | CALAMOS ETF TR - LADDERED S&P 500 | $2.1M | 0.1% | -4% | — |
| 57 | $WT | WisdomTree, Inc. | $2.0M | 0.1% | +0% | 59.9 |
| 58 | — | ISHARES TR - CORE S&P MCP ETF | $1.9M | 0.1% | +0% | — |
| 59 | — | BONDBLOXX ETF TRUST - BLOOMBERG TWO YR | $1.9M | 0.1% | -21% | — |
| 60 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $1.9M | 0.1% | -26% | — |
| 61 | $IVZ | Invesco Ltd. | $1.8M | 0.1% | +4% | — |
| 62 |  $JNJ | JOHNSON & JOHNSON | $1.7M | 0.1% | +91% | 69 |
| 63 | — | ISHARES TR - RUS 1000 GRW ETF | $1.7M | 0.1% | +304% | — |
| 64 | — | PACER FDS TR - GLOBL CASH ETF | $1.6M | 0.1% | -4% | — |
| 65 | — | VANGUARD INDEX FDS - VALUE ETF | $1.6M | 0.1% | +0% | — |
| 66 |  $LLY | ELI LILLY & Co | $1.5M | 0.1% | +26% | 87.5 |
| 67 | — | ISHARES TR - RUS 1000 VAL ETF | $1.5M | 0.1% | +0% | — |
| 68 | — | ISHARES TR - LARGE CAP MAX BU | $1.3M | 0.1% | +0% | — |
| 69 | — | ISHARES TR - CORE MSCI EAFE | $1.3M | 0.1% | -1% | — |
| 70 | — | ISHARES INC - CORE MSCI EMKT | $1.3M | 0.1% | -6% | — |
| 71 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.3M | 0.1% | +6% | 73.8 |
| 72 | — | SELECT SECTOR SPDR TR - TECHNOLOGY | $1.2M | 0.1% | -4% | — |
| 73 |  $META | Meta Platforms, Inc. | $1.1M | 0.1% | +41% | 79.6 |
| 74 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.1% | +149% | 66.2 |
| 75 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $1.1M | 0.1% | -0% | — |
| 76 | — | JOHN HANCOCK EXCHANGE TRADED - MLTFCTR LRG CAP | $1.0M | 0.1% | +0% | — |
| 77 | $WT | WisdomTree, Inc. | $1.0M | 0.1% | -14% | 59.9 |
| 78 | — | ISHARES TR - MSCI USA QLT FCT | $936,885 | 0.1% | +0% | — |
| 79 |  $UPS | UNITED PARCEL SERVICE INC | $915,255 | 0.1% | -3% | 58.6 |
| 80 | — | ISHARES TR - CORE HIGH DV ETF | $914,672 | 0.1% | +400% | — |
| 81 |  $HD | HOME DEPOT, INC. | $913,794 | 0.1% | +33% | 60.3 |
| 82 | — | ISHARES TR - MSCI EAFE ETF | $913,625 | 0.1% | +9% | — |
| 83 |  $CSCO | CISCO SYSTEMS, INC. | $898,804 | 0.1% | +46% | 70.3 |
| 84 |  $XOM.R34088 | EXXON MOBIL CORP | $882,254 | 0.1% | +18% | 57.9 |
| 85 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | $871,135 | 0.1% | +13% | — |
| 86 |  $AXP | AMERICAN EXPRESS CO | $849,684 | 0.1% | +70% | 69.4 |
| 87 |  $ABBV | AbbVie Inc. | $815,565 | 0.1% | +38% | 72.6 |
| 88 | — | ISHARES TR - LARGE CAP MAX BU | $810,543 | 0.1% | +0% | — |
| 89 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $778,797 | 0.1% | +36% | — |
| 90 | $IVZ | Invesco Ltd. | $762,108 | 0.1% | +0% | — |
| 91 | — | COLUMBIA ETF TR II - EM CORE EX ETF | $759,463 | 0.1% | +20% | — |
| 92 | — | J P MORGAN EXCHANGE TRADED F - DIV RTN EM EQT | $755,775 | 0.1% | -20% | — |
| 93 | $GS | GOLDMAN SACHS GROUP INC | $755,330 | 0.1% | +0% | 73.5 |
| 94 | — | EXCHANGE LISTED FDS TR - SABA INT RATE | $740,002 | 0.1% | +2% | — |
| 95 | — | CALAMOS ETF TR - RUSSELL 2000 STR | $733,213 | 0.1% | +0% | — |
| 96 | — | VANGUARD INDEX FDS - SMALL CP ETF | $722,638 | 0.1% | -18% | — |
| 97 | — | ISHARES INC - MSCI EMRG CHN | $719,701 | 0.1% | -8% | — |
| 98 | — | ISHARES TR - FUTURE AI & TECH | $712,643 | 0.1% | -9% | — |
| 99 |  $ASML | ASML HOLDING NV | $708,241 | 0.1% | NEW | — |
| 100 | — | ISHARES TR - LARGE CAP MAX BU | $706,373 | 0.1% | -8% | — |
| 101 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $680,860 | 0.1% | +46% | — |
| 102 | — | ISHARES TR - S&P 500 GRWT ETF | $680,516 | 0.1% | -12% | — |
| 103 |  $UNH | UNITEDHEALTH GROUP INC | $678,422 | 0.1% | -7% | 62.7 |
| 104 |  $PG | PROCTER & GAMBLE Co | $676,744 | 0.1% | +3% | 64.6 |
| 105 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $670,546 | 0.1% | +23% | — |
| 106 |  $MA | Mastercard Inc | $653,299 | 0.1% | +100% | 85.1 |
| 107 | — | NORTHERN LTS FD TR III - COUN QUA EQU ETF | $646,798 | 0.1% | NEW | — |
| 108 |  $WMT | Walmart Inc. | $633,123 | 0.1% | +14% | 60.2 |
| 109 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $622,984 | 0.1% | +12% | — |
| 110 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $581,866 | 0.0% | +2% | — |
| 111 |  $TSLA | Tesla, Inc. | $568,628 | 0.0% | +24% | 53.9 |
| 112 |  $PANW | Palo Alto Networks Inc | $567,116 | 0.0% | NEW | 65.5 |
| 113 | — | CALAMOS ETF TR - NASDAQ 100 STRUC | $566,415 | 0.0% | +0% | — |
| 114 |  $BCAT | BlackRock Capital Allocation Term Trust | $562,164 | 0.0% | -1% | — |
| 115 |  $V | VISA INC. | $561,767 | 0.0% | +9% | 82.9 |
| 116 | — | RBB FD INC - US TREASRY 12 MT | $559,645 | 0.0% | -17% | — |
| 117 |  $RKT | Rocket Companies, Inc. | $558,400 | 0.0% | NEW | 74.2 |
| 118 |  $MS | MORGAN STANLEY | $551,657 | 0.0% | +1% | 75.8 |
| 119 |  $WM | WASTE MANAGEMENT INC | $549,845 | 0.0% | +52% | 67.6 |
| 120 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $544,598 | 0.0% | -7% | — |
| 121 |  $INTC | INTEL CORP | $541,650 | 0.0% | -17% | 45.6 |
| 122 |  $AON | Aon plc | $540,156 | 0.0% | +36% | — |
| 123 |  $CAT | CATERPILLAR INC | $523,931 | 0.0% | NEW | 66.5 |
| 124 | — | ISHARES TR - RUSSELL 2000 ETF | $520,680 | 0.0% | +21% | — |
| 125 |  $KO | COCA COLA CO | $520,128 | 0.0% | +3% | 69.5 |
| 126 |  $CVX | CHEVRON CORP | $516,177 | 0.0% | +13% | 62.8 |
| 127 |  $HUBB | HUBBELL INC | $501,749 | 0.0% | -68% | 64.1 |
| 128 | — | VANGUARD INDEX FDS - GROWTH ETF | $497,886 | 0.0% | +483% | — |
| 129 | — | GOLDMAN SACHS ETF TR - TECHN OPPOR ETF | $483,986 | 0.0% | NEW | — |
| 130 | — | SPDR SER TR - S&P BIOTECH | $477,703 | 0.0% | +0% | — |
| 131 |  $BAC | BANK OF AMERICA CORP /DE/ | $476,239 | 0.0% | +1% | 67.6 |
| 132 |  $C | CITIGROUP INC | $471,385 | 0.0% | +84% | 65 |
| 133 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $462,309 | 0.0% | +20% | 70 |
| 134 |  $ET | Energy Transfer LP | $456,705 | 0.0% | +27% | 64.4 |
| 135 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $445,214 | 0.0% | NEW | — |
| 136 | — | HARTFORD FDS EXCHANGE TRADED - MUN OPORTUNITE | $442,260 | 0.0% | -34% | — |
| 137 |  $COF | CAPITAL ONE FINANCIAL CORP | $440,359 | 0.0% | NEW | 62.4 |
| 138 |  $BSTZ | BlackRock Science & Technology Term Trust | $436,193 | 0.0% | -2% | — |
| 139 |  $DELL | Dell Technologies Inc. | $435,667 | 0.0% | NEW | 71.2 |
| 140 | $GS | GOLDMAN SACHS GROUP INC | $434,889 | 0.0% | NEW | 73.5 |
| 141 |  $HIPO | Hippo Holdings Inc. | $431,813 | 0.0% | NEW | 69.6 |
| 142 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $426,982 | 0.0% | +29% | — |
| 143 | — | ISHARES TR - NATIONAL MUN ETF | $415,306 | 0.0% | +11% | — |
| 144 |  $MPC | Marathon Petroleum Corp | $402,425 | 0.0% | +0% | 61 |
| 145 |  $PLTR | Palantir Technologies Inc. | $402,402 | 0.0% | +2% | 84.6 |
| 146 |  $DIS | Walt Disney Co | $391,298 | 0.0% | -8% | 60.1 |
| 147 |  $GE | GENERAL ELECTRIC CO | $379,228 | 0.0% | +5% | 73.8 |
| 148 |  $NEE | NEXTERA ENERGY INC | $378,873 | 0.0% | +3% | 64.6 |
| 149 |  $AMKR | AMKOR TECHNOLOGY, INC. | $375,790 | 0.0% | NEW | 57.5 |
| 150 |  $IRM | IRON MOUNTAIN INC | $373,120 | 0.0% | NEW | 62.9 |
| 151 | — | ISHARES TR - S&P SML 600 GWT | $368,988 | 0.0% | NEW | — |
| 152 |  $PJT | PJT Partners Inc. | $368,035 | 0.0% | +0% | 71 |
| 153 | — | ISHARES TR - RUS MD CP GR ETF | $366,025 | 0.0% | -1% | — |
| 154 | — | SELECT SECTOR SPDR TR - COMMUNICATION | $363,921 | 0.0% | -5% | — |
| 155 | — | VANGUARD WORLD FDS - FINANCIALS ETF | $360,979 | 0.0% | +0% | — |
| 156 |  $ARM | ARM HOLDINGS PLC /UK | $354,570 | 0.0% | NEW | — |
| 157 | $WT | WisdomTree, Inc. | $354,338 | 0.0% | +0% | 59.9 |
| 158 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $352,380 | 0.0% | NEW | — |
| 159 | — | ISHARES TR - ESG AWR MSCI USA | $346,162 | 0.0% | +0% | — |
| 160 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $343,242 | 0.0% | +9% | — |
| 161 |  $PFE | PFIZER INC | $343,170 | 0.0% | +39% | 62 |
| 162 | — | ISHARES TR - S&P MC 400GR ETF | $338,518 | 0.0% | -5% | — |
| 163 | — | EATON VANCE TAX-MANAGED GLOB - COM | $315,737 | 0.0% | +0% | — |
| 164 |  $MU | MICRON TECHNOLOGY INC | $302,424 | 0.0% | NEW | 86.2 |
| 165 | — | INDEXIQ ACTIVE ETF TR - IQ MACKAY INTRME | $295,633 | 0.0% | -24% | — |
| 166 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $293,913 | 0.0% | +32% | — |
| 167 |  $DBA | INVESCO DB AGRICULTURE FUND | $289,103 | 0.0% | +0% | — |
| 168 | — | FIDELITY COVINGTON TRUST - MSCI CONSM DIS | $285,278 | 0.0% | +13% | — |
| 169 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $284,323 | 0.0% | -0% | — |
| 170 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $280,725 | 0.0% | NEW | — |
| 171 |  $T | AT&T INC. | $277,714 | 0.0% | +1% | 65.7 |
| 172 |  $MRK | Merck & Co., Inc. | $276,660 | 0.0% | +17% | 59.9 |
| 173 |  $EMR | EMERSON ELECTRIC CO | $272,701 | 0.0% | NEW | 65.3 |
| 174 | $WT | WisdomTree, Inc. | $271,328 | 0.0% | +0% | 59.9 |
| 175 |  $GILD | GILEAD SCIENCES, INC. | $266,451 | 0.0% | NEW | 57.4 |
| 176 |  $ED | CONSOLIDATED EDISON INC | $264,295 | 0.0% | +1% | 67.3 |
| 177 | — | HARTFORD FDS EXCHANGE TRADED - SCHRDRS TAX BD | $260,479 | 0.0% | -53% | — |
| 178 | — | SELECT SECTOR SPDR TR - STATE STREET HEA | $259,250 | 0.0% | +9% | — |
| 179 |  $AMD | ADVANCED MICRO DEVICES INC | $257,924 | 0.0% | NEW | 79.8 |
| 180 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $252,615 | 0.0% | NEW | 61.4 |
| 181 | — | J P MORGAN EXCHANGE TRADED F - INTERNL GWT | $250,977 | 0.0% | -16% | — |
| 182 |  $LRCX | LAM RESEARCH CORP | $249,747 | 0.0% | NEW | 79.4 |
| 183 |  $AWR | AMERICAN STATES WATER CO | $249,377 | 0.0% | +1% | 52.4 |
| 184 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $246,959 | 0.0% | NEW | 73.7 |
| 185 |  $CMI | CUMMINS INC | $243,205 | 0.0% | NEW | 58.1 |
| 186 |  $EME | EMCOR Group, Inc. | $243,155 | 0.0% | +0% | 69.3 |
| 187 | $IVZ | Invesco Ltd. | $235,889 | 0.0% | +0% | — |
| 188 |  $STX | Seagate Technology Holdings plc | $233,530 | 0.0% | NEW | — |
| 189 | $WT | WisdomTree, Inc. | $233,052 | 0.0% | -17% | 59.9 |
| 190 |  $BXMT | BLACKSTONE MORTGAGE TRUST, INC. | $231,200 | 0.0% | +2% | 41.1 |
| 191 | — | VANGUARD WORLD FD - ESG US STK ETF | $229,055 | 0.0% | NEW | — |
| 192 |  $AMAT | APPLIED MATERIALS INC /DE | $228,468 | 0.0% | NEW | 72.3 |
| 193 |  $WDC | WESTERN DIGITAL CORP | $226,746 | 0.0% | NEW | 80.7 |
| 194 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $223,990 | 0.0% | NEW | — |
| 195 | — | ISHARES TR - CORE DIV GRWTH | $222,974 | 0.0% | -15% | — |
| 196 |  $APD | Air Products & Chemicals, Inc. | $220,178 | 0.0% | +1% | 46.4 |
| 197 |  $UBER | Uber Technologies, Inc | $220,160 | 0.0% | +5% | 73.5 |
| 198 |  $MMM | 3M CO | $218,147 | 0.0% | NEW | 64.9 |
| 199 |  $FIX | COMFORT SYSTEMS USA INC | $218,014 | 0.0% | NEW | 77.7 |
| 200 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $215,004 | 0.0% | NEW | 66.2 |
| 201 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $213,443 | 0.0% | NEW | 61.7 |
| 202 | — | SPDR SERIES TRUST - ST STR SP600 SML | $212,456 | 0.0% | NEW | — |
| 203 | — | TCW ETF TRUST - TRANS SYSTE ETF | $211,122 | 0.0% | NEW | — |
| 204 |  $XPO | XPO, Inc. | $208,780 | 0.0% | NEW | 58.4 |
| 205 |  $SBUX | STARBUCKS CORP | $206,867 | 0.0% | NEW | 58.2 |
| 206 |  $OBDC | Blue Owl Capital Corp | $204,532 | 0.0% | +1% | — |
| 207 |  $LMT | LOCKHEED MARTIN CORP | $202,765 | 0.0% | -1% | 65.6 |
| 208 |  $CSX | CSX CORP | $200,672 | 0.0% | NEW | 65.2 |
| 209 |  $BMY | BRISTOL MYERS SQUIBB CO | $200,340 | 0.0% | NEW | 70.4 |
| 210 |  $RITM | Rithm Capital Corp. | $150,952 | 0.0% | +2% | 47.1 |
| 211 |  $PFN | PIMCO Income Strategy Fund II | $78,430 | 0.0% | +0% | — |
New Positions (41)
COLUMBIA ETF TR I - CORE BOND ETF$39.9M
$RKLB Rocket Lab Corp$2.2M$ASML ASML HOLDING NV$708,241 NORTHERN LTS FD TR III - COUN QUA EQU ETF$646,798
$PANW Palo Alto Networks Inc$567,116$RKT Rocket Companies, Inc.$558,400$CAT CATERPILLAR INC$523,931 GOLDMAN SACHS ETF TR - TECHN OPPOR ETF$483,986
$MDY SPDR S&P MIDCAP 400 ETF TRUST$445,214$COF CAPITAL ONE FINANCIAL CORP$440,359$DELL Dell Technologies Inc.$435,667$HIPO Hippo Holdings Inc.$431,813$AMKR AMKOR TECHNOLOGY, INC.$375,790$IRM IRON MOUNTAIN INC$373,120 ISHARES TR - S&P SML 600 GWT$368,988
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