EVERMAY WEALTH MANAGEMENT LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1066816
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$970.9M
Holdings
651
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
EVERMAY WEALTH MANAGEMENT LLC disclosed 651 positions worth $970.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 100 new positions and exited 43 — including a new stake in $MRVL and a full exit from $BHRB. The portfolio is most concentrated in Other (80.0% of disclosed assets). All figures are sourced directly from EVERMAY WEALTH MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1066816.
AI Fund Analysis
StableSPDR SERIES TRUST - ST INT
14.8% weight
Held 7 quarters
SCHWAB STRATEGIC TR - US L
12.5% weight
Held 10 quarters
SPDR SERIES TRUST - ST SHO
10.0% weight
Held 7 quarters
VANGUARD INDEX FDS - S&P 5
7.5% weight
Held 10 quarters
ISHARES TR - CORE S&P MCP
4.2% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
9 quarters accumulating
SPDR SERIES TRUST - ST STR
9 quarters accumulating
SPDR SERIES TRUST - ST STR
9 quarters accumulating
DIMENSIONAL ETF TRUST - IN
8 quarters accumulating
SPDR SERIES TRUST - ST INT
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST - ST INTER ETF
—Quality
$144.2M5,078,669 shSCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$121.7M4,135,021 shSPDR SERIES TRUST - ST SHO TREAS ETF
—Quality
$97.4M3,358,171 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$72.4M105,353 shISHARES TR - CORE S&P MCP ETF
—Quality
$41.1M533,317 sh- —
Quality
$38.3M51,102 sh ISHARES TR - CORE S&P500 ETF
—Quality
$30.3M40,432 shSPDR SERIES TRUST - ST STR P500ETF
—Quality
$28.8M327,357 shSPDR SERIES TRUST - ST STR P400MID
—Quality
$25.0M370,105 shSPDR SERIES TRUST - ST STR SP600 SML
—Quality
$20.2M349,702 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST INTER ETF | — | $144.2M | 5,078,669 |
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $121.7M | 4,135,021 |
| SPDR SERIES TRUST - ST SHO TREAS ETF | — | $97.4M | 3,358,171 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $72.4M | 105,353 |
| ISHARES TR - CORE S&P MCP ETF | — | $41.1M | 533,317 |
 SPDR S&P 500 ETF TRUST$SPY | — | $38.3M | 51,102 |
| ISHARES TR - CORE S&P500 ETF | — | $30.3M | 40,432 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $28.8M | 327,357 |
| SPDR SERIES TRUST - ST STR P400MID | — | $25.0M | 370,105 |
| SPDR SERIES TRUST - ST STR SP600 SML | — | $20.2M | 349,702 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of EVERMAY WEALTH MANAGEMENT LLC's 651 positions.
Showing top 10 of 651 holdings.
Sector Allocation
Other
$776.6M
Technology
$70.0M
Financials
$40.3M
Consumer Discretionary
$23.6M
Industrials
$17.7M
Healthcare
$15.7M
Consumer Staples
$6.3M
Utilities
$5.5M
Full Holdings — EVERMAY WEALTH MANAGEMENT LLC (Q2 2026)
All 651 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 | — | SPDR SERIES TRUST - ST INTER ETF | $144.2M | 14.8% | +3% | — |
| 2 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $121.7M | 12.5% | -5% | — |
| 3 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | $97.4M | 10.0% | +8% | — |
| 4 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $72.4M | 7.5% | -11% | — |
| 5 | — | ISHARES TR - CORE S&P MCP ETF | $41.1M | 4.2% | -10% | — |
| 6 | $SPY | SPDR S&P 500 ETF TRUST | $38.3M | 3.9% | -4% | — |
| 7 | — | ISHARES TR - CORE S&P500 ETF | $30.3M | 3.1% | +3% | — |
| 8 | — | SPDR SERIES TRUST - ST STR P500ETF | $28.8M | 3.0% | +15% | — |
| 9 | — | SPDR SERIES TRUST - ST STR P400MID | $25.0M | 2.6% | +12% | — |
| 10 | — | SPDR SERIES TRUST - ST STR SP600 SML | $20.2M | 2.1% | +9% | — |
| 11 |  $AAPL | Apple Inc. | $19.1M | 2.0% | -5% | 76.4 |
| 12 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $19.1M | 2.0% | +6% | — |
| 13 | — | ISHARES INC - CORE MSCI EMKT | $18.0M | 1.9% | +5% | — |
| 14 |  $AMZN | AMAZON COM INC | $12.7M | 1.3% | +4% | 68.7 |
| 15 | — | ISHARES TR - CORE S&P SCP ETF | $12.3M | 1.3% | -8% | — |
| 16 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $11.9M | 1.2% | -7% | — |
| 17 |  $GOOG | Alphabet Inc. | $11.1M | 1.1% | -7% | 78.2 |
| 18 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $10.1M | 1.0% | -11% | — |
| 19 | — | VANGUARD INDEX FDS - MID CAP ETF | $9.2M | 0.9% | +276% | — |
| 20 |  $JMSB | John Marshall Bancorp, Inc. | $7.7M | 0.8% | +0% | 64.8 |
| 21 |  $MSFT | MICROSOFT CORP | $6.3M | 0.7% | -2% | 79.8 |
| 22 |  $JPM | JPMORGAN CHASE & CO | $6.0M | 0.6% | +2% | 70.7 |
| 23 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $5.5M | 0.6% | +444% | — |
| 24 |  $LLY | ELI LILLY & Co | $4.5M | 0.5% | -2% | 87.5 |
| 25 | — | WISDOMTREE TR - EM EX ST-OWNED | $4.4M | 0.5% | -31% | — |
| 26 |  $NVDA | NVIDIA CORP | $4.3M | 0.4% | +2% | 85.9 |
| 27 | — | ISHARES TR - RUSSELL 2000 ETF | $4.2M | 0.4% | -2% | — |
| 28 | — | VANGUARD INDEX FDS - GROWTH ETF | $4.1M | 0.4% | +454% | — |
| 29 |  $CAT | CATERPILLAR INC | $3.6M | 0.4% | +4% | 66.5 |
| 30 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $3.6M | 0.4% | -14% | — |
| 31 | — | ISHARES TR - RUS 1000 VAL ETF | $3.3M | 0.3% | -5% | — |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.3M | 0.3% | -4% | 73.8 |
| 33 |  $AVGO | Broadcom Inc. | $3.1M | 0.3% | +4% | 84.5 |
| 34 |  $V | VISA INC. | $2.8M | 0.3% | -1% | 82.9 |
| 35 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $2.8M | 0.3% | -2% | — |
| 36 | — | ISHARES TR - INTL SEL DIV ETF | $2.8M | 0.3% | -8% | — |
| 37 | — | VANGUARD INDEX FDS - SMALL CP ETF | $2.6M | 0.3% | -29% | — |
| 38 | — | VANGUARD INDEX FDS - VALUE ETF | $2.5M | 0.3% | +2% | — |
| 39 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $2.5M | 0.3% | +574% | — |
| 40 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.5M | 0.3% | -13% | — |
| 41 |  $MRK | Merck & Co., Inc. | $2.4M | 0.2% | +31% | 59.9 |
| 42 |  $AMAT | APPLIED MATERIALS INC /DE | $2.4M | 0.2% | +8% | 72.3 |
| 43 |  $NEE | NEXTERA ENERGY INC | $2.3M | 0.2% | +19% | 64.6 |
| 44 |  $GOOGL | Alphabet Inc. | $2.2M | 0.2% | -6% | 78.2 |
| 45 |  $META | Meta Platforms, Inc. | $2.2M | 0.2% | -16% | 79.6 |
| 46 |  $IAUM | iShares Gold Trust Micro | $2.2M | 0.2% | +7% | — |
| 47 | — | ISHARES TR - RUS 1000 GRW ETF | $2.1M | 0.2% | +300% | — |
| 48 | — | ISHARES TR - MSCI EAFE ETF | $2.0M | 0.2% | -8% | — |
| 49 | — | VANECK ETF TRUST - GOLD MINERS ETF | $1.9M | 0.2% | -0% | — |
| 50 | — | ISHARES TR - 0-3 MTH TREASURY | $1.8M | 0.2% | -60% | — |
| 51 |  $XOM.R34088 | EXXON MOBIL CORP | $1.8M | 0.2% | +22% | 57.9 |
| 52 |  $MLM | MARTIN MARIETTA MATERIALS INC | $1.7M | 0.2% | +0% | 62.9 |
| 53 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.7M | 0.2% | +3% | 66.2 |
| 54 |  $HD | HOME DEPOT, INC. | $1.6M | 0.2% | -28% | 60.3 |
| 55 |  $DHR | DANAHER CORP /DE/ | $1.6M | 0.2% | -11% | 64.8 |
| 56 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $1.6M | 0.2% | +1% | — |
| 57 |  $LRCX | LAM RESEARCH CORP | $1.6M | 0.2% | +5% | 79.4 |
| 58 |  $GE | GENERAL ELECTRIC CO | $1.6M | 0.2% | +28% | 73.8 |
| 59 | — | INNOVATOR ETFS TRUST - US EQT PWR BUF | $1.6M | 0.2% | -1% | — |
| 60 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $1.6M | 0.2% | +104% | — |
| 61 |  $APH | AMPHENOL CORP /DE/ | $1.5M | 0.2% | -2% | 79.3 |
| 62 |  $PANW | Palo Alto Networks Inc | $1.5M | 0.2% | -31% | 65.5 |
| 63 |  $AXP | AMERICAN EXPRESS CO | $1.5M | 0.1% | +7% | 69.4 |
| 64 |  $RTX | RTX Corp | $1.5M | 0.1% | -28% | 73.2 |
| 65 |  $CSCO | CISCO SYSTEMS, INC. | $1.4M | 0.1% | -6% | 70.3 |
| 66 |  $ABBV | AbbVie Inc. | $1.4M | 0.1% | -13% | 72.6 |
| 67 |  $JNJ | JOHNSON & JOHNSON | $1.4M | 0.1% | +6% | 69 |
| 68 |  $IVZ | Invesco Ltd. | $1.4M | 0.1% | -2% | — |
| 69 |  $YUM | YUM BRANDS INC | $1.3M | 0.1% | -2% | 73.7 |
| 70 |  $ROK | ROCKWELL AUTOMATION, INC | $1.3M | 0.1% | +66% | 63.6 |
| 71 |  $SLV | iShares Silver Trust | $1.3M | 0.1% | -3% | — |
| 72 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.3M | 0.1% | -20% | — |
| 73 |  $MCO | MOODYS CORP /DE/ | $1.3M | 0.1% | +1% | 79.1 |
| 74 |  $MCD | MCDONALDS CORP | $1.2M | 0.1% | -8% | 69 |
| 75 |  $IAU | ISHARES GOLD TRUST | $1.2M | 0.1% | -2% | — |
| 76 |  $TJX | TJX COMPANIES INC /DE/ | $1.2M | 0.1% | +7% | 68.7 |
| 77 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.2M | 0.1% | +0% | — |
| 78 |  $APD | Air Products & Chemicals, Inc. | $1.2M | 0.1% | +62% | 46.4 |
| 79 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.1M | 0.1% | -1% | 62.9 |
| 80 |  $ETN | Eaton Corp plc | $1.1M | 0.1% | +45% | — |
| 81 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.1M | 0.1% | +2% | 61.7 |
| 82 |  $DUK | Duke Energy CORP | $1.1M | 0.1% | -1% | 56.4 |
| 83 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $1.1M | 0.1% | -2% | — |
| 84 |  $NSC | NORFOLK SOUTHERN CORP | $1.1M | 0.1% | +0% | 63.2 |
| 85 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | $1.1M | 0.1% | -2% | — |
| 86 |  $MNST | Monster Beverage Corp | $1.1M | 0.1% | +26% | 71.3 |
| 87 |  $BRO | BROWN & BROWN, INC. | $1.1M | 0.1% | +0% | 73.8 |
| 88 |  $PG | PROCTER & GAMBLE Co | $1.1M | 0.1% | -5% | 64.6 |
| 89 |  $AUB | Atlantic Union Bankshares Corp | $1.0M | 0.1% | -1% | 73.1 |
| 90 |  $AMGN | AMGEN INC | $1.0M | 0.1% | +2% | 79.2 |
| 91 |  $ACGL | ARCH CAPITAL GROUP LTD. | $1.0M | 0.1% | +0% | — |
| 92 |  $MKC | MCCORMICK & CO INC | $1.0M | 0.1% | +0% | 67.6 |
| 93 |  $CVX | CHEVRON CORP | $1.0M | 0.1% | +51% | 62.8 |
| 94 |  $PEP | PEPSICO INC | $1.0M | 0.1% | -3% | 63.4 |
| 95 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $987,756 | 0.1% | +3% | — |
| 96 | — | ISHARES TR - CORE S&P US VLU | $960,508 | 0.1% | -0% | — |
| 97 |  $MA | Mastercard Inc | $916,263 | 0.1% | +2% | 85.1 |
| 98 |  $BNL | Broadstone Net Lease, Inc. | $906,292 | 0.1% | -0% | 61.6 |
| 99 |  $LEU | CENTRUS ENERGY CORP | $868,728 | 0.1% | +0% | 41.3 |
| 100 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $861,839 | 0.1% | +0% | 61.4 |
| 101 |  $TSLA | Tesla, Inc. | $852,557 | 0.1% | +4% | 53.9 |
| 102 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $834,700 | 0.1% | -7% | — |
| 103 |  $URI | UNITED RENTALS, INC. | $817,947 | 0.1% | -22% | 63.9 |
| 104 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $745,478 | 0.1% | +5% | 70 |
| 105 | — | ISHARES TR - CORE MSCI EAFE | $736,616 | 0.1% | +230% | — |
| 106 |  $GEV | GE Vernova Inc. | $716,769 | 0.1% | +19% | 81.1 |
| 107 |  $KMI | KINDER MORGAN, INC. | $707,816 | 0.1% | -26% | 71.3 |
| 108 | — | ISHARES TR - SELECT DIVID ETF | $702,256 | 0.1% | -4% | — |
| 109 |  $PH | Parker-Hannifin Corp | $699,356 | 0.1% | +46% | 65.8 |
| 110 |  $WFC | WELLS FARGO & COMPANY/MN | $698,639 | 0.1% | -5% | 61.8 |
| 111 |  $UNP | UNION PACIFIC CORP | $690,064 | 0.1% | +52% | 69.7 |
| 112 |  $LH | LABCORP HOLDINGS INC. | $688,520 | 0.1% | -12% | 65 |
| 113 |  $NFLX | NETFLIX INC | $678,158 | 0.1% | -8% | 78.8 |
| 114 |  $ADP | AUTOMATIC DATA PROCESSING INC | $645,543 | 0.1% | +2% | 69.8 |
| 115 |  $SYK | STRYKER CORP | $617,979 | 0.1% | -36% | 72.1 |
| 116 |  $WMT | Walmart Inc. | $612,964 | 0.1% | +10% | 60.2 |
| 117 |  $KO | COCA COLA CO | $601,014 | 0.1% | +10% | 69.5 |
| 118 | — | ISHARES TR - RUS 2000 VAL ETF | $587,950 | 0.1% | -3% | — |
| 119 | — | ISHARES TR - CORE DIV GRWTH | $570,244 | 0.1% | -1% | — |
| 120 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $549,915 | 0.1% | -21% | — |
| 121 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $548,418 | 0.1% | -15% | — |
| 122 |  $ANET | Arista Networks, Inc. | $543,786 | 0.1% | +23% | 81.9 |
| 123 |  $ORCL | ORACLE CORP | $530,192 | 0.1% | -28% | 66.2 |
| 124 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $527,946 | 0.1% | -0% | — |
| 125 | — | ISHARES TR - MSCI USA MIN ETF | $514,518 | 0.1% | +0% | — |
| 126 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $502,978 | 0.1% | +24% | — |
| 127 |  $TRV | TRAVELERS COMPANIES, INC. | $493,860 | 0.1% | +6% | 75.9 |
| 128 |  $D | DOMINION ENERGY, INC | $488,479 | 0.1% | +15% | 69.9 |
| 129 |  $DHI | HORTON D R INC /DE/ | $483,917 | 0.1% | -34% | 53.6 |
| 130 |  $VMC | Vulcan Materials CO | $481,457 | 0.1% | +0% | 63.5 |
| 131 |  $ICE | Intercontinental Exchange, Inc. | $479,637 | 0.1% | -20% | 73.7 |
| 132 |  $GD | GENERAL DYNAMICS CORP | $465,472 | 0.1% | +11% | 68.7 |
| 133 |  $BAC | BANK OF AMERICA CORP /DE/ | $451,567 | 0.1% | -0% | 67.6 |
| 134 |  $ELV | Elevance Health, Inc. | $441,646 | 0.1% | +0% | 59 |
| 135 | — | ISHARES TR - RUS MID CAP ETF | $417,451 | 0.0% | +0% | — |
| 136 |  $CSX | CSX CORP | $416,744 | 0.0% | +0% | 65.2 |
| 137 |  $CB | Chubb Ltd | $411,459 | 0.0% | +11% | — |
| 138 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $408,709 | 0.0% | -36% | — |
| 139 |  $UNH | UNITEDHEALTH GROUP INC | $407,318 | 0.0% | -8% | 62.7 |
| 140 |  $FAST | FASTENAL CO | $405,950 | 0.0% | -3% | 66.9 |
| 141 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $389,813 | 0.0% | -2% | — |
| 142 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $378,301 | 0.0% | -2% | — |
| 143 |  $SCHW | SCHWAB CHARLES CORP | $370,599 | 0.0% | -13% | 79.4 |
| 144 |  $ECL | ECOLAB INC. | $370,313 | 0.0% | +4% | 63.3 |
| 145 |  $CRM | Salesforce, Inc. | $365,004 | 0.0% | -26% | 77 |
| 146 |  $SNPS | SYNOPSYS INC | $361,317 | 0.0% | -5% | 67.9 |
| 147 |  $AMD | ADVANCED MICRO DEVICES INC | $360,165 | 0.0% | +263% | 79.8 |
| 148 |  $T | AT&T INC. | $354,923 | 0.0% | +327% | 65.7 |
| 149 |  $CL | COLGATE PALMOLIVE CO | $349,853 | 0.0% | +9% | 61.3 |
| 150 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $347,504 | 0.0% | +0% | — |
| 151 |  $VZ | VERIZON COMMUNICATIONS INC | $334,240 | 0.0% | +207% | 65.8 |
| 152 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $333,154 | 0.0% | -70% | — |
| 153 |  $MRVL | Marvell Technology, Inc. | $329,765 | 0.0% | NEW | 76.5 |
| 154 |  $EMR | EMERSON ELECTRIC CO | $322,517 | 0.0% | +21% | 65.3 |
| 155 |  $ISRG | INTUITIVE SURGICAL INC | $319,735 | 0.0% | +63% | 79.9 |
| 156 |  $BLK | BlackRock, Inc. | $309,623 | 0.0% | -3% | 70 |
| 157 |  $DE | DEERE & CO | $307,651 | 0.0% | +53% | 55.4 |
| 158 | — | ISHARES TR - S&P 500 VAL ETF | $307,213 | 0.0% | +0% | — |
| 159 |  $EW | Edwards Lifesciences Corp | $306,931 | 0.0% | +17% | 69.4 |
| 160 | — | VANGUARD WORLD FD - MATERIALS ETF | $300,859 | 0.0% | +0% | — |
| 161 |  $CBOE | Cboe Global Markets, Inc. | $290,719 | 0.0% | +93% | 79.2 |
| 162 |  $ABT | ABBOTT LABORATORIES | $287,919 | 0.0% | -5% | 65.5 |
| 163 |  $BMY | BRISTOL MYERS SQUIBB CO | $287,424 | 0.0% | +4% | 70.4 |
| 164 |  $PSA | Public Storage | $284,888 | 0.0% | +90% | 69.1 |
| 165 |  $TREX | TREX CO INC | $284,828 | 0.0% | +0% | 54.5 |
| 166 |  $TFC | TRUIST FINANCIAL CORP | $283,426 | 0.0% | -1% | 76.4 |
| 167 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $281,934 | 0.0% | -4% | 65.1 |
| 168 |  $CRWD | CrowdStrike Holdings, Inc. | $281,599 | 0.0% | +624% | 67.7 |
| 169 |  $MDLZ | Mondelez International, Inc. | $278,960 | 0.0% | +1% | 56.4 |
| 170 |  $LOW | LOWES COMPANIES INC | $278,920 | 0.0% | -1% | 60.8 |
| 171 |  $CMI | CUMMINS INC | $275,300 | 0.0% | +0% | 58.1 |
| 172 |  $JCI | Johnson Controls International plc | $273,493 | 0.0% | +1315% | — |
| 173 | — | ISHARES TR - RUS 2000 GRW ETF | $270,651 | 0.0% | +0% | — |
| 174 | — | ISHARES TR - MSCI USA QLT FCT | $268,363 | 0.0% | +0% | — |
| 175 |  $DGX | QUEST DIAGNOSTICS INC | $268,117 | 0.0% | +0% | 69 |
| 176 |  $MSI | Motorola Solutions, Inc. | $267,810 | 0.0% | +0% | 71.8 |
| 177 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | $267,051 | 0.0% | NEW | — |
| 178 |  $MCHP | MICROCHIP TECHNOLOGY INC | $265,940 | 0.0% | +0% | 52.9 |
| 179 |  $CBRE | CBRE GROUP, INC. | $264,936 | 0.0% | +0% | 62.3 |
| 180 | — | SPDR SERIES TRUST - ST STR SP600SM C | $260,773 | 0.0% | +0% | — |
| 181 |  $LMT | LOCKHEED MARTIN CORP | $260,120 | 0.0% | -53% | 65.6 |
| 182 |  $BX | Blackstone Inc. | $260,051 | 0.0% | +0% | 74.4 |
| 183 |  $BNY | Bank of New York Mellon Corp | $259,865 | 0.0% | +0% | 74.1 |
| 184 |  $CCZ | COMCAST CORP | $258,770 | 0.0% | -8% | 59.5 |
| 185 | — | PROSHARES TR - LARGE CAP CRE | $250,704 | 0.0% | -29% | — |
| 186 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $250,339 | 0.0% | -29% | 72.6 |
| 187 |  $HON | HONEYWELL INTERNATIONAL INC | $249,313 | 0.0% | -50% | 65 |
| 188 |  $CNP | CENTERPOINT ENERGY INC | $248,342 | 0.0% | +15% | 53.2 |
| 189 |  $HONA | Honeywell Aerospace Inc. | $245,620 | 0.0% | NEW | — |
| 190 |  $MU | MICRON TECHNOLOGY INC | $239,054 | 0.0% | +0% | 86.2 |
| 191 |  $BA | BOEING CO | $238,767 | 0.0% | +3% | 61.6 |
| 192 |  $ROP | ROPER TECHNOLOGIES INC | $235,858 | 0.0% | -39% | 71.9 |
| 193 |  $PFE | PFIZER INC | $227,228 | 0.0% | -0% | 62 |
| 194 |  $INTC | INTEL CORP | $224,107 | 0.0% | +36% | 45.6 |
| 195 |  $MCK | MCKESSON CORP | $222,388 | 0.0% | +0% | 63.4 |
| 196 |  $VLO | VALERO ENERGY CORP/TX | $221,374 | 0.0% | +0% | 57.8 |
| 197 |  $AMT | AMERICAN TOWER CORP /MA/ | $221,145 | 0.0% | +0% | 66.3 |
| 198 |  $TXN | TEXAS INSTRUMENTS INC | $218,188 | 0.0% | -12% | 73.4 |
| 199 |  $ACN | Accenture plc | $214,908 | 0.0% | -2% | — |
| 200 |  $SHW | SHERWIN WILLIAMS CO | $207,970 | 0.0% | -2% | 61.3 |
| 201 |  $DIS | Walt Disney Co | $204,172 | 0.0% | +18% | 60.1 |
| 202 |  $PGR | PROGRESSIVE CORP/OH/ | $202,722 | 0.0% | +19% | 80.1 |
| 203 |  $UTHR | UNITED THERAPEUTICS Corp | $202,103 | 0.0% | +0% | 71.3 |
| 204 |  $PM | Philip Morris International Inc. | $199,997 | 0.0% | +0% | 75.9 |
| 205 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $198,113 | 0.0% | +500% | — |
| 206 |  $FLEX | FLEX LTD. | $197,824 | 0.0% | +0% | — |
| 207 |  $COF | CAPITAL ONE FINANCIAL CORP | $197,210 | 0.0% | +11% | 62.4 |
| 208 |  $ADBE | ADOBE INC. | $193,744 | 0.0% | +8% | 77.6 |
| 209 | — | SPDR SERIES TRUST - ST STR P500VAL | $193,252 | 0.0% | +0% | — |
| 210 |  $UBSI | UNITED BANKSHARES INC/WV | $192,180 | 0.0% | +0% | 66.4 |
| 211 | — | MORGAN STANLEY ETF TRUST - CALVERT US LARCP | $189,791 | 0.0% | +0% | — |
| 212 |  $RNW | ReNew Energy Global plc | $187,500 | 0.0% | +0% | — |
| 213 |  $ADI | ANALOG DEVICES INC | $185,876 | 0.0% | +17% | 79.2 |
| 214 |  $TMUS | T-Mobile US, Inc. | $185,845 | 0.0% | +3% | 69.1 |
| 215 | — | ISHARES TR - S&P 500 GRWT ETF | $183,816 | 0.0% | +0% | — |
| 216 | — | TOWNEBANK PORTSMOUTH VA - COM | $182,600 | 0.0% | +0% | — |
| 217 |  $FVCB | FVCBankcorp, Inc. | $180,250 | 0.0% | +0% | 54.8 |
| 218 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $176,261 | 0.0% | +0% | — |
| 219 |  $MMM | 3M CO | $174,539 | 0.0% | +13% | 64.9 |
| 220 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | $174,264 | 0.0% | +0% | — |
| 221 |  $VRSK | Verisk Analytics, Inc. | $166,963 | 0.0% | +0% | 71.2 |
| 222 | — | VANECK ETF TRUST - VANECK SHRT MUNI | $164,340 | 0.0% | +0% | — |
| 223 |  $GLD | SPDR GOLD TRUST | $163,193 | 0.0% | -11% | — |
| 224 | — | ISHARES TR - S&P SML 600 GWT | $163,062 | 0.0% | +0% | — |
| 225 |  $FULT | FULTON FINANCIAL CORP | $163,041 | 0.0% | -44% | 62.4 |
| 226 | — | ISHARES TR - EAFE GRWTH ETF | $160,627 | 0.0% | +427% | — |
| 227 |  $BKNG | Booking Holdings Inc. | $160,416 | 0.0% | +3233% | 58.5 |
| 228 |  $AMP | AMERIPRISE FINANCIAL INC | $156,896 | 0.0% | +131% | 68.7 |
| 229 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $154,885 | 0.0% | +0% | 64.4 |
| 230 | — | AB ACTIVE ETFS INC - INTL LOW VOLATLT | $153,610 | 0.0% | +0% | — |
| 231 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $151,685 | 0.0% | +6% | — |
| 232 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $149,997 | 0.0% | -26% | — |
| 233 | — | ISHARES TR - RUS MD CP GR ETF | $146,410 | 0.0% | +0% | — |
| 234 |  $AWK | American Water Works Company, Inc. | $144,607 | 0.0% | +0% | 58.1 |
| 235 |  $CARR | CARRIER GLOBAL Corp | $143,620 | 0.0% | +9% | 56.6 |
| 236 | — | ISHARES TR - US AER DEF ETF | $141,089 | 0.0% | +0% | — |
| 237 |  $NVS | NOVARTIS AG | $138,541 | 0.0% | +41% | — |
| 238 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $135,325 | 0.0% | -10% | — |
| 239 |  $DLTR | DOLLAR TREE, INC. | $133,650 | 0.0% | +0% | 68 |
| 240 |  $KNSL | Kinsale Capital Group, Inc. | $132,584 | 0.0% | -60% | 77.3 |
| 241 |  $WEC | WEC ENERGY GROUP, INC. | $131,717 | 0.0% | +0% | 60.1 |
| 242 |  $TSEM | TOWER SEMICONDUCTOR LTD | $130,320 | 0.0% | +0% | — |
| 243 |  $ITW | ILLINOIS TOOL WORKS INC | $127,025 | 0.0% | -18% | 63.6 |
| 244 | $IVZ | Invesco Ltd. | $124,920 | 0.0% | +0% | — |
| 245 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $124,588 | 0.0% | +267% | 73.7 |
| 246 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $124,111 | 0.0% | +0% | — |
| 247 |  $AME | AMETEK INC/ | $123,390 | 0.0% | +79% | 69.7 |
| 248 |  $GL | GLOBE LIFE INC. | $120,609 | 0.0% | +0% | 66 |
| 249 | — | EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF | $118,211 | 0.0% | +70% | — |
| 250 |  $PHYS | Sprott Physical Gold Trust | $117,845 | 0.0% | +0% | — |
| 251 |  $BIP | Brookfield Infrastructure Partners L.P. | $116,768 | 0.0% | +0% | — |
| 252 | — | AMPLIFY ETF TR - AMPLIFY CYBERSEC | $114,899 | 0.0% | +0% | — |
| 253 | — | MORGAN STANLEY ETF TRUST - CALVE INDEX ETF | $113,918 | 0.0% | +0% | — |
| 254 |  $PSX | Phillips 66 | $113,264 | 0.0% | +34% | 57.8 |
| 255 |  $VLTO | Veralto Corp | $110,125 | 0.0% | -16% | 65.5 |
| 256 |  $HUBB | HUBBELL INC | $109,872 | 0.0% | +0% | 64.1 |
| 257 |  $SBUX | STARBUCKS CORP | $108,935 | 0.0% | +0% | 58.2 |
| 258 |  $EFSI | EAGLE FINANCIAL SERVICES INC | $108,170 | 0.0% | +0% | 55.7 |
| 259 | — | PROSHARES TR - PSHS ULT S&P 500 | $107,808 | 0.0% | +0% | — |
| 260 |  $ASML | ASML HOLDING NV | $107,430 | 0.0% | +1250% | — |
| 261 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $106,723 | 0.0% | +14% | — |
| 262 |  $GS | GOLDMAN SACHS GROUP INC | $106,194 | 0.0% | -46% | 73.5 |
| 263 |  $LIN | LINDE PLC | $104,307 | 0.0% | -9% | — |
| 264 |  $DELL | Dell Technologies Inc. | $102,688 | 0.0% | +16% | 71.2 |
| 265 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $102,680 | 0.0% | +540% | — |
| 266 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $102,565 | 0.0% | +0% | — |
| 267 | — | ISHARES TR - CORE 60 BALA ETF | $101,331 | 0.0% | +389% | — |
| 268 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $100,876 | 0.0% | +80% | 66.8 |
| 269 |  $TGT | TARGET CORP | $100,570 | 0.0% | -18% | 60.7 |
| 270 |  $BALL | BALL Corp | $99,840 | 0.0% | +0% | 61.1 |
| 271 |  $COR | Cencora, Inc. | $99,043 | 0.0% | +0% | 61.1 |
| 272 |  $MO | ALTRIA GROUP, INC. | $97,381 | 0.0% | +1% | 67.4 |
| 273 |  $PFH | PRUDENTIAL FINANCIAL INC | $97,137 | 0.0% | +0% | 58.7 |
| 274 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $97,028 | 0.0% | +0% | — |
| 275 | — | TORTOISE CAPITAL SERIES TRUS - NORTH AMRCN PIPE | $96,859 | 0.0% | -10% | — |
| 276 |  $MKL | MARKEL GROUP INC. | $95,698 | 0.0% | +0% | 60.2 |
| 277 |  $GOOD | GLADSTONE COMMERCIAL CORP | $94,587 | 0.0% | +0% | 62.1 |
| 278 |  $WM | WASTE MANAGEMENT INC | $94,502 | 0.0% | +259% | 67.6 |
| 279 |  $UAL | United Airlines Holdings, Inc. | $91,794 | 0.0% | +0% | 60.8 |
| 280 | — | VANGUARD WORLD FD - INF TECH ETF | $90,836 | 0.0% | +700% | — |
| 281 |  $DKS | DICK'S SPORTING GOODS, INC. | $90,724 | 0.0% | +0% | 63 |
| 282 |  $J | JACOBS SOLUTIONS INC. | $88,200 | 0.0% | -57% | 64.3 |
| 283 |  $AFL | AFLAC INC | $87,234 | 0.0% | NEW | 61.3 |
| 284 |  $COO | COOPER COMPANIES, INC. | $87,200 | 0.0% | +0% | 57 |
| 285 |  $PCG | PG&E Corp | $86,960 | 0.0% | +8% | 58.8 |
| 286 |  $SHOP | SHOPIFY INC. | $86,206 | 0.0% | +0% | 64.9 |
| 287 |  $BGR | BlackRock Energy & Resources Trust | $85,956 | 0.0% | +0% | — |
| 288 |  $GLW | CORNING INC /NY | $85,825 | 0.0% | +360% | 73.7 |
| 289 | — | LATTICE STRATEGIES TR - HARTFORD MLT ETF | $84,579 | 0.0% | -20% | — |
| 290 |  $NOW | ServiceNow, Inc. | $84,488 | 0.0% | -79% | 72.9 |
| 291 | — | SPDR SERIES TRUST - ST STR SP500FF | $84,441 | 0.0% | +0% | — |
| 292 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 AUG | $82,606 | 0.0% | +0% | — |
| 293 |  $DRI | DARDEN RESTAURANTS INC | $82,404 | 0.0% | NEW | 64.1 |
| 294 | — | ISHARES TR - MICRO-CAP ETF | $81,217 | 0.0% | +0% | — |
| 295 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $80,440 | 0.0% | NEW | 71.6 |
| 296 |  $MELI | MERCADOLIBRE INC | $79,778 | 0.0% | +0% | 80.2 |
| 297 |  $EA | ELECTRONIC ARTS INC. | $79,351 | 0.0% | +252% | 62.9 |
| 298 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $79,257 | 0.0% | -8% | — |
| 299 |  $FTNT | Fortinet, Inc. | $79,115 | 0.0% | NEW | 80.1 |
| 300 |  $WRB | BERKLEY W R CORP | $78,881 | 0.0% | +0% | 68.6 |
| 301 | — | EVERPURE INC - CL A | $78,790 | 0.0% | +0% | — |
| 302 |  $PLTR | Palantir Technologies Inc. | $78,403 | 0.0% | +126% | 84.6 |
| 303 |  $FNV | FRANCO NEVADA Corp | $78,374 | 0.0% | +0% | — |
| 304 |  $TR | TOOTSIE ROLL INDUSTRIES INC | $77,756 | 0.0% | +0% | 52.3 |
| 305 |  $AES | AES CORP | $77,698 | 0.0% | +0% | 58.6 |
| 306 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $77,608 | 0.0% | +316% | — |
| 307 |  $NKE | NIKE, Inc. | $76,212 | 0.0% | -11% | 49.3 |
| 308 |  $CINF | CINCINNATI FINANCIAL CORP | $74,432 | 0.0% | +0% | 84.3 |
| 309 | — | ISHARES TR - MSCI EMG MKT ETF | $72,994 | 0.0% | +0% | — |
| 310 |  $BEPC | Brookfield Renewable Corp | $72,933 | 0.0% | +0% | — |
| 311 |  $IBKR | Interactive Brokers Group, Inc. | $72,679 | 0.0% | NEW | 77 |
| 312 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $71,348 | 0.0% | +0% | — |
| 313 |  $GIS | GENERAL MILLS INC | $71,340 | 0.0% | +57% | 50.7 |
| 314 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $70,832 | 0.0% | +0% | — |
| 315 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $70,338 | 0.0% | +0% | — |
| 316 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $70,138 | 0.0% | +0% | — |
| 317 |  $WBD | Warner Bros. Discovery, Inc. | $69,876 | 0.0% | NEW | 41.4 |
| 318 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | $69,414 | 0.0% | +0% | — |
| 319 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $69,281 | 0.0% | +13% | 52.8 |
| 320 |  $SPGI | S&P Global Inc. | $68,827 | 0.0% | -8% | 76.1 |
| 321 |  $DD | DuPont de Nemours, Inc. | $68,770 | 0.0% | -59% | 47 |
| 322 |  $UL | UNILEVER PLC | $68,658 | 0.0% | +0% | — |
| 323 |  $FTV | Fortive Corp | $67,999 | 0.0% | -10% | 57 |
| 324 |  $DLR | DIGITAL REALTY TRUST, INC. | $67,882 | 0.0% | +76% | 72.8 |
| 325 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $67,141 | 0.0% | +15% | 65.7 |
| 326 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $66,055 | 0.0% | +0% | — |
| 327 |  $WT | WisdomTree, Inc. | $64,966 | 0.0% | +0% | 59.9 |
| 328 |  $OTIS | Otis Worldwide Corp | $64,727 | 0.0% | +10% | 61.3 |
| 329 |  $NYT | NEW YORK TIMES CO | $64,312 | 0.0% | +411% | 68.2 |
| 330 |  $ED | CONSOLIDATED EDISON INC | $64,277 | 0.0% | +252% | 67.3 |
| 331 |  $NRG | NRG ENERGY, INC. | $63,975 | 0.0% | +17% | 51.9 |
| 332 |  $KLAC | KLA CORP | $63,360 | 0.0% | NEW | 78.6 |
| 333 |  $MS | MORGAN STANLEY | $63,340 | 0.0% | +315% | 75.8 |
| 334 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $62,737 | 0.0% | NEW | 60.9 |
| 335 |  $PPL | PPL Corp | $61,172 | 0.0% | +68% | 55.7 |
| 336 |  $MAS | MASCO CORP /DE/ | $60,703 | 0.0% | +0% | 58.2 |
| 337 |  $WDC | WESTERN DIGITAL CORP | $58,763 | 0.0% | NEW | 80.7 |
| 338 |  $GSK | GSK plc | $58,039 | 0.0% | +457% | — |
| 339 |  $Q | Qnity Electronics, Inc. | $57,976 | 0.0% | -29% | 68.4 |
| 340 | — | ISHARES TR - FUTU EXPO TE ETF | $57,841 | 0.0% | -27% | — |
| 341 | — | SPDR SERIES TRUST - ST STR DOW REIT | $57,502 | 0.0% | +0% | — |
| 342 |  $MDT | Medtronic plc | $56,728 | 0.0% | -37% | 68.7 |
| 343 |  $PPG | PPG INDUSTRIES INC | $56,279 | 0.0% | +78% | 59.1 |
| 344 |  $ET | Energy Transfer LP | $56,175 | 0.0% | +59% | 64.4 |
| 345 | — | DIMENSIONAL ETF TRUST - US LARG VALU ETF | $55,950 | 0.0% | NEW | — |
| 346 |  $TER | TERADYNE, INC | $55,642 | 0.0% | NEW | 77.3 |
| 347 |  $PLD | Prologis, Inc. | $55,408 | 0.0% | -14% | 68.3 |
| 348 | — | TIDAL TRUST II - ROUNDHILL GENER | $53,781 | 0.0% | NEW | — |
| 349 | — | SPDR SERIES TRUST - ST STR SP DIV | $53,568 | 0.0% | +0% | — |
| 350 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $53,151 | 0.0% | +234% | 75.4 |
| 351 |  $QCOM | QUALCOMM INC/DE | $52,850 | 0.0% | +0% | 70.5 |
| 352 |  $LUV | SOUTHWEST AIRLINES CO | $51,420 | 0.0% | +0% | 55.9 |
| 353 | — | GLOBAL X FDS - ARTIFICIAL ETF | $51,176 | 0.0% | NEW | — |
| 354 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $50,917 | 0.0% | NEW | — |
| 355 |  $BSX | BOSTON SCIENTIFIC CORP | $50,278 | 0.0% | -7% | 77.5 |
| 356 |  $SCCO | SOUTHERN COPPER CORP/ | $49,839 | 0.0% | NEW | 83.1 |
| 357 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $49,691 | 0.0% | +3% | — |
| 358 |  $GEHC | GE HealthCare Technologies Inc. | $49,683 | 0.0% | -13% | 55.7 |
| 359 | — | RBB FD INC - MOTLEY FOL ETF | $49,504 | 0.0% | NEW | — |
| 360 |  $COHR | COHERENT CORP. | $48,915 | 0.0% | NEW | 58.5 |
| 361 |  $ROST | ROSS STORES, INC. | $48,743 | 0.0% | NEW | 70.4 |
| 362 |  $OKE | ONEOK INC /NEW/ | $48,687 | 0.0% | +0% | 71.7 |
| 363 |  $SHEL | Shell plc | $47,843 | 0.0% | +1241% | — |
| 364 |  $KMB | KIMBERLY CLARK CORP | $47,308 | 0.0% | +0% | 58.7 |
| 365 |  $SWX | Southwest Gas Holdings, Inc. | $47,267 | 0.0% | +0% | 44.5 |
| 366 |  $TROW | PRICE T ROWE GROUP INC | $47,182 | 0.0% | +0% | 69 |
| 367 |  $ABNB | Airbnb, Inc. | $46,937 | 0.0% | NEW | 71 |
| 368 |  $APP | AppLovin Corp | $45,341 | 0.0% | NEW | 84.4 |
| 369 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $44,520 | 0.0% | +0% | 59.1 |
| 370 |  $CLX | CLOROX CO /DE/ | $43,903 | 0.0% | -37% | 54.1 |
| 371 |  $RL | RALPH LAUREN CORP | $43,754 | 0.0% | NEW | 66.3 |
| 372 |  $FOXA | Fox Corp | $43,606 | 0.0% | NEW | 64.5 |
| 373 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $43,520 | 0.0% | +0% | 65.1 |
| 374 |  $LDOS | Leidos Holdings, Inc. | $41,291 | 0.0% | -66% | 65.4 |
| 375 |  $UBER | Uber Technologies, Inc | $41,060 | 0.0% | +166% | 73.5 |
| 376 |  $HWM | Howmet Aerospace Inc. | $40,329 | 0.0% | +28% | 73.9 |
| 377 | — | ISHARES TR - SP SMCP600VL ETF | $40,048 | 0.0% | +0% | — |
| 378 |  $EBAY | EBAY INC | $40,007 | 0.0% | +0% | 66.4 |
| 379 |  $DTB | DTE ENERGY CO | $39,617 | 0.0% | NEW | 68.9 |
| 380 |  $FISV | FISERV INC | $39,240 | 0.0% | -5% | 60.7 |
| 381 |  $COP | CONOCOPHILLIPS | $38,570 | 0.0% | NEW | 70.2 |
| 382 |  $UPS | UNITED PARCEL SERVICE INC | $38,163 | 0.0% | +0% | 58.6 |
| 383 |  $NI | NISOURCE INC. | $37,613 | 0.0% | NEW | 62.6 |
| 384 | — | ISHARES TR - US HLTHCARE ETF | $37,526 | 0.0% | +0% | — |
| 385 |  $MPC | Marathon Petroleum Corp | $37,328 | 0.0% | NEW | 61 |
| 386 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $37,324 | 0.0% | NEW | 73.3 |
| 387 |  $ORLY | O REILLY AUTOMOTIVE INC | $37,297 | 0.0% | -21% | 67.4 |
| 388 | — | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $37,186 | 0.0% | NEW | — |
| 389 |  $MSTR | Strategy Inc | $37,120 | 0.0% | +0% | 17.9 |
| 390 |  $EIX | EDISON INTERNATIONAL | $35,960 | 0.0% | NEW | 61.2 |
| 391 |  $MTB | M&T BANK CORP | $34,988 | 0.0% | +0% | 58.6 |
| 392 |  $MBC | MasterBrand, Inc. | $34,513 | 0.0% | NEW | 38.7 |
| 393 | — | ISHARES TR - S&P MC 400GR ETF | $34,428 | 0.0% | +0% | — |
| 394 |  $NVR | NVR INC | $34,067 | 0.0% | NEW | 56.3 |
| 395 |  $CEG | Constellation Energy Corp | $33,806 | 0.0% | +4433% | 59.4 |
| 396 |  $WMB | WILLIAMS COMPANIES, INC. | $33,453 | 0.0% | NEW | 64.3 |
| 397 |  $STT | STATE STREET CORP | $33,067 | 0.0% | +0% | 71.5 |
| 398 |  $WELL | WELLTOWER INC. | $32,684 | 0.0% | +5% | 59.8 |
| 399 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $32,119 | 0.0% | -2% | — |
| 400 |  $CCL | Carnival Corp Ltd. | $31,685 | 0.0% | +0% | — |
| 401 |  $IBIT | iShares Bitcoin Trust ETF | $31,626 | 0.0% | +0% | — |
| 402 |  $BP | BP PLC | $31,223 | 0.0% | NEW | — |
| 403 | — | ISHARES INC - MSCI EMERG MRKT | $31,121 | 0.0% | +0% | — |
| 404 |  $NEM | NEWMONT Corp /DE/ | $31,103 | 0.0% | -2% | 86.8 |
| 405 |  $IDXX | IDEXX LABORATORIES INC /DE | $31,060 | 0.0% | -58% | 73.8 |
| 406 |  $CME | CME GROUP INC. | $30,917 | 0.0% | -52% | 69.5 |
| 407 |  $CI | Cigna Group | $30,601 | 0.0% | +0% | 66.2 |
| 408 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $30,229 | 0.0% | +0% | 52.2 |
| 409 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $30,019 | 0.0% | +0% | — |
| 410 |  $LYB | LyondellBasell Industries N.V. | $29,958 | 0.0% | -35% | — |
| 411 | $IVZ | Invesco Ltd. | $29,707 | 0.0% | +0% | — |
| 412 |  $CQP | Cheniere Energy Partners, L.P. | $29,561 | 0.0% | +0% | 74.2 |
| 413 | — | INNOVATOR ETFS TRUST - EQUITY DEF PROTN | $29,364 | 0.0% | +0% | — |
| 414 | — | ISHARES TR - S&P 100 ETF | $28,172 | 0.0% | +0% | — |
| 415 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $27,821 | 0.0% | +129% | — |
| 416 |  $EVRG | Evergy, Inc. | $27,745 | 0.0% | +46% | 53.2 |
| 417 | — | SPDR SERIES TRUST - ST STR SP BIOT | $27,694 | 0.0% | +0% | — |
| 418 | — | WISDOMTREE TR - EUROP DEFEN FD | $27,190 | 0.0% | NEW | — |
| 419 |  $RAL | Ralliant Corp | $26,875 | 0.0% | -9% | 37.1 |
| 420 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $26,649 | 0.0% | +0% | — |
| 421 |  $SBAC | SBA COMMUNICATIONS CORP | $26,469 | 0.0% | -44% | 63.7 |
| 422 |  $HAL | HALLIBURTON CO | $26,414 | 0.0% | +0% | 53.2 |
| 423 |  $SLB | SLB LIMITED/NV | $25,373 | 0.0% | +0% | 57.9 |
| 424 | — | INNOVATOR ETFS TRUST - EQUITY DEFIN 1YR | $24,851 | 0.0% | +0% | — |
| 425 |  $FCX | FREEPORT-MCMORAN INC | $24,528 | 0.0% | +0% | 62 |
| 426 |  $ADSK | Autodesk, Inc. | $24,497 | 0.0% | +0% | 78.6 |
| 427 | — | DBX ETF TR - XTRACK MSCI EAFE | $24,420 | 0.0% | +0% | — |
| 428 |  $SWK | STANLEY BLACK & DECKER, INC. | $24,189 | 0.0% | +104% | 58.7 |
| 429 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $24,156 | 0.0% | NEW | 52.1 |
| 430 |  $BDX | BECTON DICKINSON & CO | $23,305 | 0.0% | NEW | 59 |
| 431 |  $NEU | NEWMARKET CORP | $23,033 | 0.0% | +0% | 59.9 |
| 432 |  $LPG | DORIAN LPG LTD. | $22,955 | 0.0% | +0% | — |
| 433 | — | SPDR INDEX SHS FDS - ST STR MSCI EAFE | $22,786 | 0.0% | +0% | — |
| 434 | — | VANGUARD WORLD FD - ENERGY ETF | $22,520 | 0.0% | +0% | — |
| 435 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $22,492 | 0.0% | +0% | — |
| 436 |  $WPM | Wheaton Precious Metals Corp. | $22,464 | 0.0% | +0% | — |
| 437 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $21,992 | 0.0% | +0% | 58.1 |
| 438 | $IVZ | Invesco Ltd. | $21,814 | 0.0% | NEW | — |
| 439 |  $KHC | Kraft Heinz Co | $21,802 | 0.0% | +248% | 47 |
| 440 |  $GENC | GENCOR INDUSTRIES INC | $21,634 | 0.0% | +0% | 36.2 |
| 441 |  $SRE | SEMPRA | $21,382 | 0.0% | +0% | 41.9 |
| 442 |  $EQT | EQT Corp | $21,268 | 0.0% | +0% | 83.7 |
| 443 |  $IREN | IREN Ltd | $21,036 | 0.0% | NEW | 46.3 |
| 444 | — | ISHARES TR - SELECT US REIT | $20,994 | 0.0% | +0% | — |
| 445 |  $GPC | GENUINE PARTS CO | $20,238 | 0.0% | +0% | 52.7 |
| 446 |  $C | CITIGROUP INC | $20,155 | 0.0% | NEW | 65 |
| 447 |  $EXC | EXELON CORP | $19,946 | 0.0% | +3791% | 59.6 |
| 448 |  $SPOT | Spotify Technology S.A. | $19,284 | 0.0% | +83% | — |
| 449 |  $DTM | DT Midstream, Inc. | $18,930 | 0.0% | NEW | 68.6 |
| 450 | — | ISHARES TR - ESG MSCI KLD ETF | $18,511 | 0.0% | +0% | — |
| 451 | — | ISHARES TR - CYBERSECURITY | $18,213 | 0.0% | +0% | — |
| 452 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | $17,991 | 0.0% | NEW | — |
| 453 |  $HSY | HERSHEY CO | $17,721 | 0.0% | NEW | 65.7 |
| 454 | — | ISHARES TR - RUS MDCP VAL ETF | $17,659 | 0.0% | +0% | — |
| 455 | — | ISHARES TR - US TREAS BD ETF | $17,587 | 0.0% | NEW | — |
| 456 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $17,509 | 0.0% | +0% | — |
| 457 |  $ETR | ENTERGY CORP /DE/ | $17,471 | 0.0% | +0% | 59.5 |
| 458 | $IVZ | Invesco Ltd. | $17,121 | 0.0% | +0% | — |
| 459 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $16,806 | 0.0% | NEW | 62.6 |
| 460 |  $PFS | PROVIDENT FINANCIAL SERVICES INC | $16,761 | 0.0% | +0% | 74.2 |
| 461 |  $SO | SOUTHERN CO | $16,229 | 0.0% | +0% | 62 |
| 462 |  $EMBJ | EMBRAER S.A. | $15,950 | 0.0% | +0% | — |
| 463 |  $PYPL | PayPal Holdings, Inc. | $15,459 | 0.0% | +0% | 64.1 |
| 464 | — | ISHARES TR - FUTU AI TECH ETF | $15,232 | 0.0% | +0% | — |
| 465 |  $DOV | DOVER Corp | $14,911 | 0.0% | +0% | 58.1 |
| 466 | — | SPDR INDEX SHS FDS - ST STR MSCI EMRG | $14,891 | 0.0% | +0% | — |
| 467 |  $RGTI | Rigetti Computing, Inc. | $14,877 | 0.0% | NEW | 14.3 |
| 468 |  $HCA | HCA Healthcare, Inc. | $14,816 | 0.0% | +0% | 68.9 |
| 469 |  $O | REALTY INCOME CORP | $14,747 | 0.0% | +0% | 73.7 |
| 470 |  $FBIN | Fortune Brands Innovations, Inc. | $14,714 | 0.0% | NEW | 49.2 |
| 471 |  $BAX | BAXTER INTERNATIONAL INC | $14,583 | 0.0% | +185% | 50.1 |
| 472 | — | SPDR INDEX SHS FDS - ST STR SP N AM | $14,496 | 0.0% | +0% | — |
| 473 |  $CAH | CARDINAL HEALTH INC | $14,254 | 0.0% | NEW | 62.4 |
| 474 |  $CVS | CVS HEALTH Corp | $14,070 | 0.0% | NEW | 59.4 |
| 475 |  $DG | DOLLAR GENERAL CORP | $13,814 | 0.0% | +0% | 59.5 |
| 476 |  $VSNT | Versant Media Group, Inc. | $13,576 | 0.0% | -17% | 61 |
| 477 |  $CTVA | Corteva, Inc. | $13,551 | 0.0% | +88% | 47.2 |
| 478 |  $SYY | SYSCO CORP | $13,373 | 0.0% | NEW | 54.7 |
| 479 |  $BN | BROOKFIELD Corp /ON/ | $13,289 | 0.0% | +0% | — |
| 480 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $13,236 | 0.0% | +0% | — |
| 481 |  $SNOW | Snowflake Inc. | $13,234 | 0.0% | +0% | 54.9 |
| 482 | — | REX ETF TR - DRONE ETF | $13,175 | 0.0% | NEW | — |
| 483 | — | ISHARES TR - S&P MC 400VL ETF | $13,001 | 0.0% | +0% | — |
| 484 |  $EOG | EOG RESOURCES INC | $12,973 | 0.0% | +0% | 71.9 |
| 485 | — | PROSHARES TR - ULTRAPRO QQQ | $12,960 | 0.0% | NEW | — |
| 486 |  $TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | $12,776 | 0.0% | +0% | — |
| 487 |  $CSL | CARLISLE COMPANIES INC | $12,697 | 0.0% | +0% | 59.4 |
| 488 | — | ISHARES TR - IBOXX INV CP ETF | $12,434 | 0.0% | +280% | — |
| 489 | — | ISHARES TR - EAFE VALUE ETF | $12,172 | 0.0% | +0% | — |
| 490 | — | ISHARES TR - GLOBAL ENERG ETF | $11,595 | 0.0% | +0% | — |
| 491 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $11,583 | 0.0% | -51% | — |
| 492 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $11,555 | 0.0% | +0% | — |
| 493 |  $PWR | QUANTA SERVICES, INC. | $11,521 | 0.0% | NEW | 72.1 |
| 494 |  $SOLS | Solstice Advanced Materials Inc. | $11,518 | 0.0% | -15% | 61.6 |
| 495 |  $KEEL | Keel Infrastructure Corp. | $11,480 | 0.0% | NEW | 17.9 |
| 496 |  $YUMC | Yum China Holdings, Inc. | $11,444 | 0.0% | -42% | 61.2 |
| 497 |  $ENB | ENBRIDGE INC | $11,385 | 0.0% | NEW | 66.7 |
| 498 |  $FDX | FEDEX CORP | $11,273 | 0.0% | +0% | 60.3 |
| 499 | — | LEGG MASON ETF INVT - FRANKLIN US LOW | $11,133 | 0.0% | +0% | — |
| 500 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $11,097 | 0.0% | -5% | — |
| 501 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $10,992 | 0.0% | NEW | — |
| 502 | $IVZ | Invesco Ltd. | $10,931 | 0.0% | +0% | — |
| 503 |  $OGS | ONE Gas, Inc. | $10,790 | 0.0% | +0% | — |
| 504 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $10,744 | 0.0% | -36% | — |
| 505 |  $INTU | INTUIT INC. | $10,701 | 0.0% | +173% | 79.3 |
| 506 |  $AEG | AEGON LTD. | $10,542 | 0.0% | +0% | — |
| 507 |  $VABK | Virginia National Bankshares Corp | $10,208 | 0.0% | NEW | 55.1 |
| 508 |  $THM | INTERNATIONAL TOWER HILL MINES LTD | $9,950 | 0.0% | +0% | — |
| 509 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $9,809 | 0.0% | +0% | — |
| 510 |  $RSG | REPUBLIC SERVICES, INC. | $9,802 | 0.0% | -26% | 62.3 |
| 511 |  $BIPC | Brookfield Infrastructure Corp | $9,587 | 0.0% | +0% | — |
| 512 |  $NXPI | NXP Semiconductors N.V. | $9,556 | 0.0% | +0% | — |
| 513 | — | ISHARES TR - ISHARES BIOTECH | $9,510 | 0.0% | +0% | — |
| 514 |  $VAC | MARRIOTT VACATIONS WORLDWIDE Corp | $9,475 | 0.0% | +3% | 38 |
| 515 |  $F | FORD MOTOR CO | $9,439 | 0.0% | NEW | 54.9 |
| 516 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $9,383 | 0.0% | -52% | — |
| 517 |  $CBT | CABOT CORP | $9,173 | 0.0% | NEW | 50 |
| 518 | — | GLOBAL X FDS - EMERGING MKT GRT | $9,091 | 0.0% | -51% | — |
| 519 |  $TEL | TE Connectivity plc | $9,073 | 0.0% | +0% | — |
| 520 | — | ISHARES TR - SHRT NAT MUN ETF | $8,838 | 0.0% | NEW | — |
| 521 |  $BABA | Alibaba Group Holding Ltd | $8,636 | 0.0% | +0% | — |
| 522 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $8,598 | 0.0% | +0% | — |
| 523 |  $NET | Cloudflare, Inc. | $8,585 | 0.0% | NEW | 56.4 |
| 524 |  $LITE | Lumentum Holdings Inc. | $8,581 | 0.0% | NEW | 44.3 |
| 525 |  $NMAX | Newsmax Inc. | $8,280 | 0.0% | +0% | 35 |
| 526 | $IVZ | Invesco Ltd. | $8,126 | 0.0% | -35% | — |
| 527 |  $TAP | MOLSON COORS BEVERAGE CO | $8,104 | 0.0% | NEW | 41.4 |
| 528 |  $PAYX | PAYCHEX INC | $7,867 | 0.0% | +0% | 74.6 |
| 529 |  $XYL | Xylem Inc. | $7,802 | 0.0% | NEW | 65.8 |
| 530 |  $VNT | Vontier Corp | $7,772 | 0.0% | +0% | 56.8 |
| 531 |  $EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | $7,766 | 0.0% | NEW | — |
| 532 |  $GM | General Motors Co | $7,708 | 0.0% | +0% | 54.3 |
| 533 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $7,662 | 0.0% | +0% | — |
| 534 |  $VST | Vistra Corp. | $7,615 | 0.0% | +0% | 71.9 |
| 535 |  $WAT | WATERS CORP /DE/ | $7,501 | 0.0% | NEW | 60.4 |
| 536 | — | ISHARES TR - EXPND TEC SC ETF | $7,362 | 0.0% | +0% | — |
| 537 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $7,319 | 0.0% | +0% | — |
| 538 |  $PNW | PINNACLE WEST CAPITAL CORP | $7,276 | 0.0% | NEW | 53.6 |
| 539 |  $SMR | NUSCALE POWER Corp | $7,021 | 0.0% | +0% | 7.9 |
| 540 |  $SOLV | Solventum Corp | $6,867 | 0.0% | +24% | 55.2 |
| 541 |  $ILMN | ILLUMINA, INC. | $6,858 | 0.0% | +0% | 60.4 |
| 542 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $6,740 | 0.0% | +32% | 66.3 |
| 543 |  $ITT | ITT INC. | $6,527 | 0.0% | NEW | 63 |
| 544 |  $MOS | MOSAIC CO | $6,463 | 0.0% | +0% | 39.2 |
| 545 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $6,381 | 0.0% | +0% | — |
| 546 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $6,380 | 0.0% | +0% | — |
| 547 |  $ULTA | Ulta Beauty, Inc. | $6,314 | 0.0% | +0% | 67.3 |
| 548 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $6,114 | 0.0% | NEW | — |
| 549 | — | ISHARES TR - US HOME CONS ETF | $6,060 | 0.0% | +0% | — |
| 550 |  $WY | WEYERHAEUSER CO | $6,009 | 0.0% | NEW | 51.3 |
| 551 | — | GLOBAL X FDS - DEFENSE TECH ETF | $5,990 | 0.0% | +41% | — |
| 552 |  $BKR | Baker Hughes Co | $5,939 | 0.0% | +0% | 60.7 |
| 553 |  $HLN | Haleon plc | $5,776 | 0.0% | NEW | — |
| 554 | — | FLEXSHARES TR - STOXX GLOBR INF | $5,771 | 0.0% | +0% | — |
| 555 | — | ISHARES TR - ESG AW MSCI EAFE | $5,655 | 0.0% | +0% | — |
| 556 | — | ISHARES TR - U.S. UTILITS ETF | $5,616 | 0.0% | +0% | — |
| 557 | $IVZ | Invesco Ltd. | $5,587 | 0.0% | +0% | — |
| 558 |  $KR | KROGER CO | $5,553 | 0.0% | +0% | 52.6 |
| 559 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $5,084 | 0.0% | +0% | — |
| 560 | — | ISHARES TR - RUS 1000 ETF | $4,914 | 0.0% | +0% | — |
| 561 |  $AZN | ASTRAZENECA PLC | $4,741 | 0.0% | NEW | — |
| 562 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $4,648 | 0.0% | +0% | 64.1 |
| 563 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $4,601 | 0.0% | NEW | — |
| 564 | — | SPINNAKER ETF SERIES - SELE STO EUR ETF | $4,514 | 0.0% | +0% | — |
| 565 |  $DOW | DOW INC. | $4,488 | 0.0% | +93% | 40.2 |
| 566 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $4,458 | 0.0% | +8325% | — |
| 567 | — | FLEXSHARES TR - MORNSTAR UPSTR | $4,386 | 0.0% | +0% | — |
| 568 |  $VLGEA | VILLAGE SUPER MARKET INC | $4,303 | 0.0% | NEW | 52.8 |
| 569 |  $KD | Kyndryl Holdings, Inc. | $3,970 | 0.0% | +7% | 50.1 |
| 570 | $MKC | MCCORMICK & CO INC | $3,933 | 0.0% | +0% | 67.6 |
| 571 |  $CORZ | Core Scientific, Inc./tx | $3,839 | 0.0% | NEW | 14.1 |
| 572 |  $FSLR | FIRST SOLAR, INC. | $3,540 | 0.0% | +0% | 79.2 |
| 573 |  $VTRS | Viatris Inc | $3,431 | 0.0% | +74% | 45.4 |
| 574 | $IVZ | Invesco Ltd. | $3,290 | 0.0% | +0% | — |
| 575 |  $AZZ | AZZ INC | $3,264 | 0.0% | +0% | 58.4 |
| 576 | — | ISHARES TR - US TELECOM ETF | $3,131 | 0.0% | +0% | — |
| 577 | — | ISHARES TR - CORE S&P TTL STK | $3,122 | 0.0% | NEW | — |
| 578 |  $CPB | CAMPBELL'S Co | $3,074 | 0.0% | NEW | 55.2 |
| 579 |  $YMM | Full Truck Alliance Co. Ltd. | $3,059 | 0.0% | +0% | — |
| 580 | — | ISHARES TR - US CONSM STAPLES | $3,052 | 0.0% | +0% | — |
| 581 | — | ISHARES TR - US CONSUM DISCRE | $2,831 | 0.0% | +0% | — |
| 582 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $2,742 | 0.0% | -57% | — |
| 583 |  $FDXF | FedEx Freight Holding Company, Inc. | $2,718 | 0.0% | NEW | — |
| 584 |  $VNOM | Viper Energy, Inc. | $2,629 | 0.0% | +0% | 71.8 |
| 585 |  $CLF | CLEVELAND-CLIFFS INC. | $2,545 | 0.0% | NEW | 38.3 |
| 586 | $IVZ | Invesco Ltd. | $2,541 | 0.0% | -56% | — |
| 587 |  $REPX | Riley Exploration Permian, Inc. | $2,472 | 0.0% | +0% | 63.7 |
| 588 |  $SIRI | SIRIUS XM HOLDINGS INC. | $2,364 | 0.0% | +0% | 61.5 |
| 589 |  $BAM | Brookfield Asset Management Ltd. | $2,288 | 0.0% | +0% | — |
| 590 | — | INVESCO EXCHANGE TRADED FD T - BLDG CONSTR ETF | $2,242 | 0.0% | -84% | — |
| 591 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $2,188 | 0.0% | +0% | — |
| 592 |  $XRAY | DENTSPLY SIRONA Inc. | $2,122 | 0.0% | +0% | 39.8 |
| 593 |  $SLVM | Sylvamo Corp | $2,117 | 0.0% | NEW | 41.7 |
| 594 |  $LUMN | Lumen Technologies, Inc. | $2,043 | 0.0% | +14% | 47 |
| 595 |  $NOK | NOKIA CORP | $1,992 | 0.0% | +0% | — |
| 596 |  $DAL | DELTA AIR LINES, INC. | $1,686 | 0.0% | NEW | 57.5 |
| 597 |  $VREX | Varex Imaging Corp | $1,659 | 0.0% | NEW | 40.3 |
| 598 | — | ISHARES TR - BROAD USD HIGH | $1,518 | 0.0% | -86% | — |
| 599 | — | ADVISORSHARES TR - HOTEL ETF | $1,492 | 0.0% | +0% | — |
| 600 |  $CAG | CONAGRA BRANDS INC. | $1,468 | 0.0% | NEW | 38.9 |
| 601 |  $LW | Lamb Weston Holdings, Inc. | $1,425 | 0.0% | NEW | 51.7 |
| 602 |  $HPQ | HP INC | $1,383 | 0.0% | +0% | 59.3 |
| 603 |  $OPEN | Opendoor Technologies Inc. | $1,382 | 0.0% | NEW | 22.5 |
| 604 | — | ISHARES TR - CORE 80 20 ETF | $1,367 | 0.0% | +0% | — |
| 605 | — | GLOBAL X FDS - US INFR DEV ETF | $1,356 | 0.0% | -87% | — |
| 606 |  $TM | TOYOTA MOTOR CORP/ | $1,348 | 0.0% | +0% | — |
| 607 | — | VANECK ETF TRUST - VIDEO GMNG ESPRT | $1,347 | 0.0% | +0% | — |
| 608 |  $OGN | Organon & Co. | $1,327 | 0.0% | +104% | 50.5 |
| 609 | — | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | $1,314 | 0.0% | +0% | — |
| 610 |  $BAH | Booz Allen Hamilton Holding Corp | $1,214 | 0.0% | NEW | 58 |
| 611 | — | FIDELITY COVINGTON TRUST - MSCI INDL INDX | $1,196 | 0.0% | +0% | — |
| 612 |  $CC | Chemours Co | $1,191 | 0.0% | +45% | 43.4 |
| 613 |  $MP | MP Materials Corp. / DE | $1,121 | 0.0% | -60% | 34.2 |
| 614 |  $BIIB | BIOGEN INC. | $1,081 | 0.0% | +0% | 64.7 |
| 615 |  $HST | HOST HOTELS & RESORTS, INC. | $1,044 | 0.0% | NEW | 67.3 |
| 616 | — | ISHARES TR - MSCI ACWI ETF | $942 | 0.0% | NEW | — |
| 617 |  $ARCC | ARES CAPITAL CORP | $890 | 0.0% | +0% | — |
| 618 |  $VEEV | VEEVA SYSTEMS INC | $888 | 0.0% | +0% | 77.6 |
| 619 |  $PSKY | Paramount Skydance Corp | $888 | 0.0% | NEW | 44.5 |
| 620 | — | ARK ETF TR - INNOVATION ETF | $815 | 0.0% | +0% | — |
| 621 | — | PACER FDS TR - US CASH COWS 100 | $809 | 0.0% | NEW | — |
| 622 |  $FE | FIRSTENERGY CORP | $714 | 0.0% | NEW | 61.5 |
| 623 | — | ARK ETF TR - GENOMIC REV ETF | $631 | 0.0% | +0% | — |
| 624 |  $MTCH | Match Group, Inc. | $631 | 0.0% | +6% | 63.1 |
| 625 |  $ADNT | Adient plc | $607 | 0.0% | NEW | — |
| 626 |  $VNO | VORNADO REALTY TRUST | $590 | 0.0% | +0% | 50.1 |
| 627 |  $RUN | Sunrun Inc. | $536 | 0.0% | +0% | 56.3 |
| 628 |  $AA | Alcoa Corp | $470 | 0.0% | NEW | 63.4 |
| 629 | — | ISHARES TR - CORE MSCI INTL | $446 | 0.0% | -83% | — |
| 630 |  $RIG | Transocean Ltd. | $445 | 0.0% | +0% | — |
| 631 |  $GT | GOODYEAR TIRE & RUBBER CO /OH/ | $396 | 0.0% | NEW | 34.6 |
| 632 |  $ZTS | Zoetis Inc. | $360 | 0.0% | +0% | 68.6 |
| 633 |  $RYN | RAYONIER INC | $334 | 0.0% | +0% | 58.2 |
| 634 |  $CPRX | CATALYST PHARMACEUTICALS, INC. | $315 | 0.0% | NEW | 74 |
| 635 |  $ELME | Elme Communities | $296 | 0.0% | +0% | 27.8 |
| 636 |  $ACCO | ACCO BRANDS Corp | $267 | 0.0% | NEW | 41.9 |
| 637 |  $WAL | WESTERN ALLIANCE BANCORPORATION | $247 | 0.0% | +0% | 67.5 |
| 638 |  $JOBY | Joby Aviation, Inc. | $179 | 0.0% | NEW | 29 |
| 639 |  $SEDG | SOLAREDGE TECHNOLOGIES, INC. | $176 | 0.0% | +0% | 30.9 |
| 640 |  $NOV | NOV Inc. | $149 | 0.0% | +0% | 47.8 |
| 641 |  $LITS | Lite Strategy, Inc. | $117 | 0.0% | +0% | — |
| 642 | — | ISHARES TR - GL CLEAN ENE ETF | $103 | 0.0% | +0% | — |
| 643 |  $PLUG | PLUG POWER INC | $103 | 0.0% | +0% | 25.2 |
| 644 |  $DXC | DXC Technology Co | $71 | 0.0% | +0% | 54.8 |
| 645 |  $CRCL | Circle Internet Group, Inc. | $63 | 0.0% | NEW | 67.5 |
| 646 |  $EMBC | Embecta Corp. | $59 | 0.0% | NEW | 50.2 |
| 647 |  $UAA | Under Armour, Inc. | $58 | 0.0% | +0% | 34.6 |
| 648 |  $UA | Under Armour, Inc. | $56 | 0.0% | +0% | 34.6 |
| 649 |  $CRON | Cronos Group Inc. | $28 | 0.0% | NEW | 67.8 |
| 650 |  $DNOW | DNOW Inc. | $26 | 0.0% | +0% | 48.8 |
| 651 |  $CLDI | Calidi Biotherapeutics, Inc. | $1 | 0.0% | +0% | — |
New Positions (100)
$MRVL Marvell Technology, Inc.$329,765 VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL$267,051
$HONA Honeywell Aerospace Inc.$245,620$AFL AFLAC INC$87,234$DRI DARDEN RESTAURANTS INC$82,404$HIG HARTFORD INSURANCE GROUP, INC.$80,440$FTNT Fortinet, Inc.$79,115$IBKR Interactive Brokers Group, Inc.$72,679$KLAC KLA CORP$63,360$PEG PUBLIC SERVICE ENTERPRISE GROUP INC$62,737$WDC WESTERN DIGITAL CORP$58,763 DIMENSIONAL ETF TRUST - US LARG VALU ETF$55,950
$TER TERADYNE, INC$55,642 TIDAL TRUST II - ROUNDHILL GENER$53,781
GLOBAL X FDS - ARTIFICIAL ETF$51,176
Exited Positions (43)
$BHRB Burke & Herbert Financial Services Corp. VANGUARD WORLD FD
VANGUARD WORLD FD
ISHARES TR
SPDR SERIES TRUST
VANGUARD BD INDEX FDS
$AMWD AMERICAN WOODMARK CORP
$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ISHARES TR
ISHARES TR
ISHARES TR
VANGUARD SCOTTSDALE FDS
GOLDMAN SACHS ETF TR
J P MORGAN EXCHANGE TRADED F
J P MORGAN EXCHANGE TRADED F
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for EVERMAY WEALTH MANAGEMENT LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track EVERMAY WEALTH MANAGEMENT LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for EVERMAY WEALTH MANAGEMENT LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: EVERMAY WEALTH MANAGEMENT LLC
13F Pro is an AI hedge fund tracker and stock research platform. For EVERMAY WEALTH MANAGEMENT LLC (SEC CIK: 1066816), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in EVERMAY WEALTH MANAGEMENT LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.