Axis Wealth Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2052531
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13F Reported Value
ⓘ$208.3M
Holdings
183
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Axis Wealth Partners, LLC disclosed 183 positions worth $208.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 23 new positions and exited 14. The portfolio is most concentrated in Other (74.9% of disclosed assets). All figures are sourced directly from Axis Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2052531.
AI Fund Analysis
StableFIDELITY MERRIMACK STR TR
3.4% weight
Held 7 quarters
VANGUARD INDEX FDS - S&P 5
3.3% weight
Held 7 quarters
$WT3.3% weight
Held 7 quarters
VANGUARD WHITEHALL FDS - I
3.3% weight
Held 7 quarters
VANGUARD INDEX FDS - GROWT
2.3% weight
Held 7 quarters
FIDELITY MERRIMACK STR TR
6 quarters accumulating
VANGUARD INDEX FDS - GROWT
6 quarters accumulating
$NVDA6 quarters accumulating
VICTORY PORTFOLIOS II - CO
6 quarters accumulating
SPDR SERIES TRUST - ST STR
6 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$7.2M157,655 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$6.9M10,078 sh- 59.9#903
Quality
$6.9M71,749 sh VANGUARD WHITEHALL FDS - INTL HIGH ETF
—Quality
$6.8M68,886 sh- 78.1
Quality
$5.0M257,809 sh VANGUARD INDEX FDS - GROWTH ETF
—Quality
$4.9M56,464 sh- 85.9
Quality
$4.7M23,406 sh SCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$4.6M144,587 shVICTORY PORTFOLIOS II - CORE BD ETF
—Quality
$4.1M86,970 shFIDELITY COVINGTON TRUST - HIGH DIVID ETF
—Quality
$4.0M67,048 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $7.2M | 157,655 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $6.9M | 10,078 |
| WisdomTree, Inc.$WT | 59.9#903 | $6.9M | 71,749 |
| VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $6.8M | 68,886 |
 Slide Insurance Holdings, Inc.$SLDE | 78.1 | $5.0M | 257,809 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $4.9M | 56,464 |
| NVIDIA CORP$NVDA | 85.9 | $4.7M | 23,406 |
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $4.6M | 144,587 |
| VICTORY PORTFOLIOS II - CORE BD ETF | — | $4.1M | 86,970 |
| FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $4.0M | 67,048 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Axis Wealth Partners, LLC's 183 positions.
Showing top 10 of 183 holdings.
Sector Allocation
Other
$156.1M
Financials
$27.9M
Technology
$13.4M
Industrials
$2.4M
Consumer Discretionary
$2.2M
Healthcare
$1.7M
Real Estate
$1.5M
Communication Services
$1.3M
Full Holdings — Axis Wealth Partners, LLC (Q2 2026)
All 183 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 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $7.2M | 3.4% | +7% | — |
| 2 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $6.9M | 3.3% | -5% | — |
| 3 | $WT | WisdomTree, Inc. | $6.9M | 3.3% | -1% | 59.9 |
| 4 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $6.8M | 3.3% | -3% | — |
| 5 | $SLDE | Slide Insurance Holdings, Inc. | $5.0M | 2.4% | +27% | 78.1 |
| 6 | — | VANGUARD INDEX FDS - GROWTH ETF | $4.9M | 2.3% | +515% | — |
| 7 | $NVDA | NVIDIA CORP | $4.7M | 2.3% | +284% | 85.9 |
| 8 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $4.6M | 2.2% | -1% | — |
| 9 | — | VICTORY PORTFOLIOS II - CORE BD ETF | $4.1M | 2.0% | +12% | — |
| 10 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $4.0M | 1.9% | -1% | — |
| 11 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $4.0M | 1.9% | -6% | — |
| 12 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $3.8M | 1.8% | -0% | — |
| 13 |  $AAPL | Apple Inc. | $3.8M | 1.8% | -15% | 76.4 |
| 14 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $3.7M | 1.8% | -5% | — |
| 15 | — | SPDR SERIES TRUST - ST STR P500VAL | $3.4M | 1.6% | +3% | — |
| 16 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | $3.2M | 1.6% | -6% | — |
| 17 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $3.0M | 1.4% | +1% | — |
| 18 | $WT | WisdomTree, Inc. | $3.0M | 1.4% | -5% | 59.9 |
| 19 | — | ISHARES TR - S&P MC 400VL ETF | $2.8M | 1.4% | +1% | — |
| 20 |  $SPY | SPDR S&P 500 ETF TRUST | $2.7M | 1.3% | -18% | — |
| 21 | — | ISHARES TR - S&P 500 GRWT ETF | $2.6M | 1.3% | -5% | — |
| 22 | — | ISHARES TR - 0-3 MTH TREASURY | $2.5M | 1.2% | +48% | — |
| 23 | — | ISHARES TR - CORE S&P MCP ETF | $2.4M | 1.1% | -2% | — |
| 24 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $2.4M | 1.1% | +0% | — |
| 25 | — | ISHARES TR - S&P 500 VAL ETF | $2.3M | 1.1% | -2% | — |
| 26 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $2.3M | 1.1% | -2% | — |
| 27 | — | ISHARES TR - S&P MC 400GR ETF | $2.3M | 1.1% | -2% | — |
| 28 | — | ISHARES TR - CORE US AGGBD ET | $2.2M | 1.1% | -4% | — |
| 29 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $2.1M | 1.0% | -19% | — |
| 30 | — | ISHARES TR - EAFE GRWTH ETF | $2.0M | 0.9% | -4% | — |
| 31 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.0M | 0.9% | +7% | — |
| 32 |  $IVZ | Invesco Ltd. | $1.9M | 0.9% | -6% | — |
| 33 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $1.9M | 0.9% | +485% | — |
| 34 |  $AMZN | AMAZON COM INC | $1.6M | 0.8% | -17% | 68.7 |
| 35 |  $XYL | Xylem Inc. | $1.6M | 0.8% | +0% | 65.8 |
| 36 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $1.6M | 0.8% | +40% | — |
| 37 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $1.5M | 0.7% | -3% | — |
| 38 | — | COLUMBIA ETF TR I - RESH ENHNC COR | $1.5M | 0.7% | -4% | — |
| 39 | $WT | WisdomTree, Inc. | $1.5M | 0.7% | -2% | 59.9 |
| 40 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | $1.5M | 0.7% | +19% | — |
| 41 | — | ISHARES TR - INTL SEL DIV ETF | $1.4M | 0.7% | +0% | — |
| 42 | — | SPDR SERIES TRUST - ST STR SP DIV | $1.4M | 0.7% | -4% | — |
| 43 | — | ISHARES TR - EAFE VALUE ETF | $1.4M | 0.7% | -4% | — |
| 44 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $1.4M | 0.7% | -6% | — |
| 45 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $1.4M | 0.7% | +0% | — |
| 46 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.4M | 0.7% | -3% | — |
| 47 | $IVZ | Invesco Ltd. | $1.4M | 0.7% | -4% | — |
| 48 | — | COLUMBIA ETF TR I - US EQUI INCO ETF | $1.3M | 0.6% | -0% | — |
| 49 | — | ISHARES TR - CORE S&P SCP ETF | $1.3M | 0.6% | +0% | — |
| 50 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $1.3M | 0.6% | +21% | — |
| 51 | — | ISHARES TR - ESG AWR MSCI USA | $1.3M | 0.6% | +0% | — |
| 52 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $1.3M | 0.6% | +2% | — |
| 53 | — | VICTORY PORTFOLIOS II - SHORT TRM BD ETF | $1.3M | 0.6% | -2% | — |
| 54 | — | VANECK ETF TRUST - FALLEN ANGEL HG | $1.2M | 0.6% | +1% | — |
| 55 | — | ISHARES TR - SP SMCP600VL ETF | $1.2M | 0.6% | +3% | — |
| 56 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $1.2M | 0.6% | -5% | — |
| 57 | — | SPDR SERIES TRUST - ST STR SP600 SML | $1.1M | 0.5% | -1% | — |
| 58 | — | ISHARES TR - CORE S&P US GWT | $1.1M | 0.5% | -3% | — |
| 59 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $1.1M | 0.5% | +10% | — |
| 60 | — | ISHARES TR - RUS 1000 GRW ETF | $1.0M | 0.5% | +282% | — |
| 61 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $1.0M | 0.5% | -4% | — |
| 62 |  $VZ | VERIZON COMMUNICATIONS INC | $962,457 | 0.5% | -8% | 65.8 |
| 63 |  $GOOG | Alphabet Inc. | $944,822 | 0.5% | -17% | 78.2 |
| 64 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $901,577 | 0.4% | NEW | — |
| 65 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $863,978 | 0.4% | -15% | — |
| 66 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $813,080 | 0.4% | +1% | — |
| 67 | — | ISHARES TR - S&P SML 600 GWT | $808,663 | 0.4% | +1% | — |
| 68 |  $MO | ALTRIA GROUP, INC. | $804,757 | 0.4% | -1% | 67.4 |
| 69 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $789,005 | 0.4% | -2% | — |
| 70 | — | VICTORY PORTFOLIOS II - VCSHS US EQ INCM | $761,685 | 0.4% | -6% | — |
| 71 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $746,170 | 0.4% | -1% | — |
| 72 |  $MSFT | MICROSOFT CORP | $745,871 | 0.4% | -16% | 79.8 |
| 73 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $736,041 | 0.3% | +5% | — |
| 74 | — | ISHARES TR - RUS 1000 VAL ETF | $719,487 | 0.3% | +0% | — |
| 75 | — | VANGUARD INDEX FDS - VALUE ETF | $717,638 | 0.3% | -8% | — |
| 76 |  $TXN | TEXAS INSTRUMENTS INC | $714,767 | 0.3% | +0% | 73.4 |
| 77 | — | ISHARES TR - RUS MID CAP ETF | $711,079 | 0.3% | +3% | — |
| 78 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $709,132 | 0.3% | -0% | — |
| 79 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $698,146 | 0.3% | -3% | — |
| 80 | — | VANGUARD SCOTTSDALE FDS - TOTAL CORP BND | $697,852 | 0.3% | +5% | — |
| 81 | — | ISHARES TR - 1 3 YR TREAS BD | $696,853 | 0.3% | -5% | — |
| 82 | — | ISHARES TR - MSCI EAFE ETF | $694,381 | 0.3% | -0% | — |
| 83 | $IVZ | Invesco Ltd. | $688,847 | 0.3% | -3% | — |
| 84 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $664,962 | 0.3% | +0% | — |
| 85 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $662,122 | 0.3% | +4% | — |
| 86 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $657,738 | 0.3% | NEW | — |
| 87 | $WT | WisdomTree, Inc. | $649,144 | 0.3% | -3% | 59.9 |
| 88 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $633,561 | 0.3% | +63% | — |
| 89 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $632,867 | 0.3% | -0% | — |
| 90 |  $UNH | UNITEDHEALTH GROUP INC | $622,437 | 0.3% | -3% | 62.7 |
| 91 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $610,472 | 0.3% | -4% | — |
| 92 | — | VANGUARD STAR FDS - VG TL INTL STK F | $604,521 | 0.3% | -2% | — |
| 93 |  $QCOM | QUALCOMM INC/DE | $600,497 | 0.3% | +0% | 70.5 |
| 94 | — | ISHARES TR - ISHS 5-10YR INVT | $597,909 | 0.3% | -0% | — |
| 95 | — | COLUMBIA ETF TR I - SHORT DURATION | $571,980 | 0.3% | +10% | — |
| 96 | $IVZ | Invesco Ltd. | $538,824 | 0.3% | +4% | — |
| 97 | $IVZ | Invesco Ltd. | $536,210 | 0.3% | +4% | — |
| 98 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $536,172 | 0.3% | -1% | — |
| 99 | $IVZ | Invesco Ltd. | $535,146 | 0.3% | +4% | — |
| 100 | $IVZ | Invesco Ltd. | $534,341 | 0.3% | +3% | — |
| 101 | $IVZ | Invesco Ltd. | $534,321 | 0.3% | +4% | — |
| 102 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $531,486 | 0.3% | -1% | — |
| 103 |  $IRM | IRON MOUNTAIN INC | $511,412 | 0.3% | +0% | 62.9 |
| 104 | $IVZ | Invesco Ltd. | $510,999 | 0.3% | +4% | — |
| 105 | — | ISHARES TR - CORE S&P500 ETF | $503,069 | 0.2% | -6% | — |
| 106 |  $WFC | WELLS FARGO & COMPANY/MN | $502,522 | 0.2% | -9% | 61.8 |
| 107 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $482,425 | 0.2% | +6% | — |
| 108 |  $JPM | JPMORGAN CHASE & CO | $480,562 | 0.2% | -42% | 70.7 |
| 109 | — | ISHARES TR - US AER DEF ETF | $461,826 | 0.2% | -0% | — |
| 110 |  $ABBV | AbbVie Inc. | $460,906 | 0.2% | +1% | 72.6 |
| 111 |  $META | Meta Platforms, Inc. | $452,106 | 0.2% | +89% | 79.6 |
| 112 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $449,092 | 0.2% | -2% | — |
| 113 |  $XOM.R34088 | EXXON MOBIL CORP | $442,446 | 0.2% | -35% | 57.9 |
| 114 |  $WPC | W. P. Carey Inc. | $435,631 | 0.2% | -2% | 65.9 |
| 115 | $WT | WisdomTree, Inc. | $432,532 | 0.2% | +44% | 59.9 |
| 116 | — | ISHARES TR - IBOXX INV CP ETF | $432,096 | 0.2% | -4% | — |
| 117 |  $BAC | BANK OF AMERICA CORP /DE/ | $423,794 | 0.2% | -24% | 67.6 |
| 118 | — | ISHARES TR - 7-10 YR TRSY BD | $423,025 | 0.2% | -6% | — |
| 119 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $419,123 | 0.2% | -11% | — |
| 120 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | $407,103 | 0.2% | +20% | — |
| 121 | — | ISHARES TR - NATIONAL MUN ETF | $391,271 | 0.2% | +14% | — |
| 122 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $389,564 | 0.2% | -0% | — |
| 123 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $382,826 | 0.2% | +30% | — |
| 124 |  $MCD | MCDONALDS CORP | $380,683 | 0.2% | -15% | 69 |
| 125 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | $377,842 | 0.2% | +1% | — |
| 126 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $373,332 | 0.2% | -33% | — |
| 127 |  $T | AT&T INC. | $368,223 | 0.2% | -3% | 65.7 |
| 128 |  $AZN | ASTRAZENECA PLC | $367,195 | 0.2% | -2% | — |
| 129 | — | COLUMBIA ETF TR I - INTL EQ INCO ETF | $366,859 | 0.2% | +64% | — |
| 130 | — | ISHARES TR - IBOXX HI YD ETF | $355,115 | 0.2% | -8% | — |
| 131 | — | ISHARES INC - CORE MSCI EMKT | $354,553 | 0.2% | +5% | — |
| 132 | $WT | WisdomTree, Inc. | $346,863 | 0.2% | +34% | 59.9 |
| 133 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $346,470 | 0.2% | +0% | — |
| 134 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $332,702 | 0.2% | +29% | — |
| 135 |  $RY | ROYAL BANK OF CANADA | $331,773 | 0.2% | +0% | 74.8 |
| 136 |  $TSLA | Tesla, Inc. | $331,715 | 0.2% | -20% | 53.9 |
| 137 | $META | Meta Platforms, Inc. | $329,740 | 0.2% | -20% | 79.6 |
| 138 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $316,533 | 0.1% | NEW | — |
| 139 | $WT | WisdomTree, Inc. | $313,156 | 0.1% | -5% | 59.9 |
| 140 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $302,470 | 0.1% | NEW | — |
| 141 | — | ISHARES TR - ESG OPTIMIZED | $301,722 | 0.1% | +0% | — |
| 142 |  $DLR | DIGITAL REALTY TRUST, INC. | $300,793 | 0.1% | +0% | 72.8 |
| 143 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $297,006 | 0.1% | +3% | — |
| 144 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $296,524 | 0.1% | NEW | — |
| 145 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $288,484 | 0.1% | -3% | — |
| 146 | $WT | WisdomTree, Inc. | $282,227 | 0.1% | +12% | 59.9 |
| 147 | — | PIMCO ETF TR - MULTISECTOR BD | $279,900 | 0.1% | NEW | — |
| 148 | — | VANGUARD INDEX FDS - MID CAP ETF | $268,906 | 0.1% | +308% | — |
| 149 | — | ISHARES TR - RUSSELL 2000 ETF | $266,388 | 0.1% | -1% | — |
| 150 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $262,589 | 0.1% | +4% | — |
| 151 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | $262,405 | 0.1% | NEW | — |
| 152 |  $DAL | DELTA AIR LINES, INC. | $255,898 | 0.1% | NEW | 57.5 |
| 153 | — | ISHARES TR - CORE S&P TTL STK | $251,660 | 0.1% | -31% | — |
| 154 |  $AMAT | APPLIED MATERIALS INC /DE | $251,303 | 0.1% | NEW | 72.3 |
| 155 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $250,829 | 0.1% | NEW | — |
| 156 |  $AMD | ADVANCED MICRO DEVICES INC | $249,537 | 0.1% | NEW | 79.8 |
| 157 | — | FIDELITY COVINGTON TRUST - FIDELITY MAGELAN | $245,582 | 0.1% | NEW | — |
| 158 | — | ISHARES TR - US TREAS BD ETF | $243,281 | 0.1% | +0% | — |
| 159 | $IVZ | Invesco Ltd. | $242,328 | 0.1% | -31% | — |
| 160 |  $CVX | CHEVRON CORP | $240,204 | 0.1% | -14% | 62.8 |
| 161 |  $AFL | AFLAC INC | $240,133 | 0.1% | NEW | 61.3 |
| 162 | — | SCHWAB STRATEGIC TR - HIGH YIEL BD ETF | $238,055 | 0.1% | +5% | — |
| 163 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | $238,033 | 0.1% | -3% | — |
| 164 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $235,631 | 0.1% | -13% | — |
| 165 |  $PM | Philip Morris International Inc. | $229,704 | 0.1% | +1% | 75.9 |
| 166 |  $GOOGL | Alphabet Inc. | $228,234 | 0.1% | -40% | 78.2 |
| 167 | — | GLOBAL X FDS - US INFR DEV ETF | $224,913 | 0.1% | NEW | — |
| 168 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $224,099 | 0.1% | NEW | — |
| 169 |  $WMT | Walmart Inc. | $222,388 | 0.1% | -3% | 60.2 |
| 170 | — | GLOBAL X FDS - NASDAQ 100 COVER | $221,160 | 0.1% | +0% | — |
| 171 |  $GLW | CORNING INC /NY | $219,760 | 0.1% | NEW | 73.7 |
| 172 |  $WELL | WELLTOWER INC. | $219,545 | 0.1% | NEW | 59.8 |
| 173 | — | ISHARES TR - PFD AND INCM SEC | $218,564 | 0.1% | -4% | — |
| 174 | — | VICTORY PORTFOLIOS II - CORE PLUS BD ETF | $216,555 | 0.1% | NEW | — |
| 175 | — | ISHARES TR - SHRT NAT MUN ETF | $214,002 | 0.1% | NEW | — |
| 176 | — | FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT | $209,294 | 0.1% | -32% | — |
| 177 | — | ISHARES TR - RUS 1000 ETF | $206,413 | 0.1% | NEW | — |
| 178 |  $MET | METLIFE INC | $206,105 | 0.1% | -15% | 56.2 |
| 179 |  $AVAV | AeroVironment Inc | $202,652 | 0.1% | NEW | 42 |
| 180 | — | ISHARES TR - CORE MSCI EAFE | $202,317 | 0.1% | NEW | — |
| 181 |  $JNJ | JOHNSON & JOHNSON | $201,902 | 0.1% | -29% | 69 |
| 182 | — | ISHARES TR - RUS MD CP GR ETF | $200,410 | 0.1% | NEW | — |
| 183 |  $CRNT | CERAGON NETWORKS LTD | $27,827 | 0.0% | +0% | — |
New Positions (23)
FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH$901,577
AMERICAN CENTY ETF TR - INTL EQT ETF$657,738
PUTNAM ETF TRUST - FOCUSED LAR CAP$316,533
VANGUARD BD INDEX FDS - INTERMED TERM$302,470
AMERICAN CENTY ETF TR - US LARGE CAP VLU$296,524
PIMCO ETF TR - MULTISECTOR BD$279,900
VANGUARD BD INDEX FDS - LONG TERM BOND$262,405
$DAL DELTA AIR LINES, INC.$255,898$AMAT APPLIED MATERIALS INC /DE$251,303 VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF$250,829
$AMD ADVANCED MICRO DEVICES INC$249,537 FIDELITY COVINGTON TRUST - FIDELITY MAGELAN$245,582
$AFL AFLAC INC$240,133 GLOBAL X FDS - US INFR DEV ETF$224,913
VANGUARD INDEX FDS - MCAP VL IDXVIP$224,099
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