JT Stratford LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1689013
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$912.0M
Holdings
321
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
JT Stratford LLC disclosed 321 positions worth $912.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 48 new positions and exited 24. The portfolio is most concentrated in Other (53.2% of disclosed assets). All figures are sourced directly from JT Stratford LLC’s Form 13F-HR filing with the SEC under CIK 1689013.
AI Fund Analysis
StableISHARES TR - RUS 1000 ETF
6.6% weight
Held 10 quarters
ISHARES TR - CORE UNIVRSL
4.8% weight
Held 10 quarters
$QQQ3.5% weight
Held 10 quarters
$NVDA3.2% weight
Held 10 quarters
SPDR INDEX SHS FDS - ST ST
2.7% weight
Held 10 quarters
ISHARES TR - MBS ETF
9 quarters accumulating
SELECT SECTOR SPDR TR - ST
9 quarters accumulating
$JPM8 quarters accumulating
$GS8 quarters accumulating
SCHWAB STRATEGIC TR - US L
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - RUS 1000 ETF
—Quality
$60.0M146,428 shISHARES TR - CORE UNIVRSL USD
—Quality
$44.3M959,075 sh- —
Quality
$31.5M42,821 sh - 85.9
Quality
$29.0M144,714 sh SPDR INDEX SHS FDS - ST STR PO EX ETF
—Quality
$24.9M493,274 shVANGUARD SPECIALIZED FUNDS - DIV APP ETF
—Quality
$24.3M102,873 sh- 78.2
Quality
$21.5M60,297 sh BLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$20.4M299,269 sh- 76.4
Quality
$17.5M60,579 sh ISHARES TR - US TREAS BD ETF
—Quality
$16.8M739,452 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - RUS 1000 ETF | — | $60.0M | 146,428 |
| ISHARES TR - CORE UNIVRSL USD | — | $44.3M | 959,075 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $31.5M | 42,821 |
| NVIDIA CORP$NVDA | 85.9 | $29.0M | 144,714 |
| SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $24.9M | 493,274 |
| VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $24.3M | 102,873 |
 Alphabet Inc.$GOOG | 78.2 | $21.5M | 60,297 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $20.4M | 299,269 |
 Apple Inc.$AAPL | 76.4 | $17.5M | 60,579 |
| ISHARES TR - US TREAS BD ETF | — | $16.8M | 739,452 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of JT Stratford LLC's 321 positions.
Showing top 10 of 321 holdings.
Sector Allocation
Other
$485.0M
Technology
$186.7M
Financials
$71.3M
Industrials
$47.4M
Healthcare
$36.5M
Consumer Discretionary
$29.7M
Consumer Staples
$16.1M
Communication Services
$12.8M
Full Holdings — JT Stratford LLC (Q2 2026)
All 321 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 | — | ISHARES TR - RUS 1000 ETF | $60.0M | 6.6% | +5% | — |
| 2 | — | ISHARES TR - CORE UNIVRSL USD | $44.3M | 4.8% | +30% | — |
| 3 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $31.5M | 3.5% | -2% | — |
| 4 | $NVDA | NVIDIA CORP | $29.0M | 3.2% | -1% | 85.9 |
| 5 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $24.9M | 2.7% | -1% | — |
| 6 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $24.3M | 2.7% | +3% | — |
| 7 | $GOOG | Alphabet Inc. | $21.5M | 2.4% | -1% | 78.2 |
| 8 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $20.4M | 2.2% | -2% | — |
| 9 | $AAPL | Apple Inc. | $17.5M | 1.9% | +5% | 76.4 |
| 10 | — | ISHARES TR - US TREAS BD ETF | $16.8M | 1.9% | +24% | — |
| 11 |  $JNJ | JOHNSON & JOHNSON | $15.5M | 1.7% | +2% | 69 |
| 12 |  $MSFT | MICROSOFT CORP | $14.3M | 1.6% | +30% | 79.8 |
| 13 |  $AMZN | AMAZON COM INC | $13.9M | 1.5% | +1% | 68.7 |
| 14 |  $TSLA | Tesla, Inc. | $13.4M | 1.5% | +7% | 53.9 |
| 15 | — | ISHARES TR - MBS ETF | $11.9M | 1.3% | +12% | — |
| 16 | — | ISHARES TR - CORE S&P500 ETF | $11.7M | 1.3% | +7% | — |
| 17 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $11.5M | 1.3% | -8% | — |
| 18 |  $META | Meta Platforms, Inc. | $11.1M | 1.2% | +12% | 79.6 |
| 19 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $10.5M | 1.1% | +12% | — |
| 20 | $JPM | JPMORGAN CHASE & CO | $10.3M | 1.1% | +3% | 70.7 |
| 21 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $10.1M | 1.1% | +1% | — |
| 22 | — | ISHARES TR - CORE US AGGBD ET | $10.0M | 1.1% | -2% | — |
| 23 | — | ISHARES INC - EMNG MKTS EQT | $9.6M | 1.1% | -30% | — |
| 24 |  $AMAT | APPLIED MATERIALS INC /DE | $9.1M | 1.0% | +73% | 72.3 |
| 25 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $8.8M | 1.0% | -19% | — |
| 26 |  $DELL | Dell Technologies Inc. | $8.2M | 0.9% | -19% | 71.2 |
| 27 |  $AVGO | Broadcom Inc. | $7.6M | 0.8% | +14% | 84.5 |
| 28 |  $MU | MICRON TECHNOLOGY INC | $7.6M | 0.8% | +477% | 86.2 |
| 29 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $7.3M | 0.8% | +3% | — |
| 30 |  $WMT | Walmart Inc. | $6.7M | 0.7% | -1% | 60.2 |
| 31 | — | ISHARES TR - FLTG RATE NT ETF | $6.5M | 0.7% | +6% | — |
| 32 |  $BE | Bloom Energy Corp | $6.2M | 0.7% | +6% | 66.2 |
| 33 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $6.0M | 0.7% | +5% | — |
| 34 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | $6.0M | 0.7% | NEW | — |
| 35 |  $LLY | ELI LILLY & Co | $5.8M | 0.6% | +0% | 87.5 |
| 36 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | $5.8M | 0.6% | +16% | — |
| 37 |  $STRL | STERLING INFRASTRUCTURE, INC. | $5.7M | 0.6% | -11% | 70.6 |
| 38 |  $PANW | Palo Alto Networks Inc | $5.5M | 0.6% | +5% | 65.5 |
| 39 | — | GLOBAL X FDS - DEFENSE TECH ETF | $5.4M | 0.6% | +44% | — |
| 40 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $5.3M | 0.6% | +0% | — |
| 41 |  $WT | WisdomTree, Inc. | $5.2M | 0.6% | +2% | 59.9 |
| 42 | — | ISHARES TR - 0-5YR INVT GR CP | $5.2M | 0.6% | +2% | — |
| 43 |  $PFE | PFIZER INC | $5.0M | 0.6% | +6% | 62 |
| 44 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | $4.8M | 0.5% | +6% | — |
| 45 | — | ISHARES TR - CORE MSCI EAFE | $4.6M | 0.5% | +10% | — |
| 46 |  $PLTR | Palantir Technologies Inc. | $4.5M | 0.5% | +1% | 84.6 |
| 47 | — | SPDR SERIES TRUST - ST INTER ETF | $4.5M | 0.5% | +4% | — |
| 48 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $4.5M | 0.5% | +6% | — |
| 49 | $GS | GOLDMAN SACHS GROUP INC | $4.3M | 0.5% | +4% | 73.5 |
| 50 |  $PGR | PROGRESSIVE CORP/OH/ | $4.3M | 0.5% | +107% | 80.1 |
| 51 | — | ISHARES TR - S&P 500 GRWT ETF | $4.3M | 0.5% | -2% | — |
| 52 |  $ALAB | Astera Labs, Inc. | $4.2M | 0.5% | -6% | 75.1 |
| 53 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $4.2M | 0.5% | -1% | — |
| 54 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $4.1M | 0.5% | +3% | — |
| 55 | $WT | WisdomTree, Inc. | $4.0M | 0.4% | +4% | 59.9 |
| 56 | — | VANGUARD INDEX FDS - GROWTH ETF | $3.9M | 0.4% | +515% | — |
| 57 | $WT | WisdomTree, Inc. | $3.8M | 0.4% | +4% | 59.9 |
| 58 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $3.8M | 0.4% | +6% | — |
| 59 |  $SFM | Sprouts Farmers Market, Inc. | $3.6M | 0.4% | +10% | 64.8 |
| 60 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $3.6M | 0.4% | +3% | — |
| 61 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $3.5M | 0.4% | +5% | — |
| 62 | — | ISHARES INC - MSCI EMRG CHN | $3.4M | 0.4% | -1% | — |
| 63 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $3.4M | 0.4% | +3% | — |
| 64 |  $ECHO | EchoStar CORP | $3.3M | 0.4% | +93% | 32.8 |
| 65 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $3.3M | 0.4% | +1% | — |
| 66 |  $LUMN | Lumen Technologies, Inc. | $3.3M | 0.4% | +4% | 47 |
| 67 |  $VLO | VALERO ENERGY CORP/TX | $3.1M | 0.3% | -18% | 57.8 |
| 68 |  $KOF | COCA COLA FEMSA SAB DE CV | $3.1M | 0.3% | +4% | — |
| 69 |  $AMD | ADVANCED MICRO DEVICES INC | $3.1M | 0.3% | +4% | 79.8 |
| 70 |  $DHI | HORTON D R INC /DE/ | $3.0M | 0.3% | +50% | 53.6 |
| 71 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $3.0M | 0.3% | +4% | — |
| 72 |  $TOL | Toll Brothers, Inc. | $3.0M | 0.3% | +3% | 58.1 |
| 73 | — | SPDR SERIES TRUST - ST STR P500VAL | $3.0M | 0.3% | +11% | — |
| 74 |  $WFC | WELLS FARGO & COMPANY/MN | $2.8M | 0.3% | -1% | 61.8 |
| 75 |  $NU | Nu Holdings Ltd. | $2.8M | 0.3% | +6% | — |
| 76 |  $ZIM | ZIM Integrated Shipping Services Ltd. | $2.7M | 0.3% | NEW | — |
| 77 |  $DAL | DELTA AIR LINES, INC. | $2.7M | 0.3% | +4% | 57.5 |
| 78 |  $SCHW | SCHWAB CHARLES CORP | $2.7M | 0.3% | +14% | 79.4 |
| 79 |  $CME | CME GROUP INC. | $2.6M | 0.3% | +5% | 69.5 |
| 80 | — | ISHARES TR - ISHS 5-10YR INVT | $2.6M | 0.3% | +9% | — |
| 81 |  $GEV | GE Vernova Inc. | $2.5M | 0.3% | +17% | 81.1 |
| 82 |  $SPY | SPDR S&P 500 ETF TRUST | $2.5M | 0.3% | +1% | — |
| 83 |  $ADM | Archer-Daniels-Midland Co | $2.5M | 0.3% | +111% | 50.7 |
| 84 |  $HD | HOME DEPOT, INC. | $2.4M | 0.3% | -3% | 60.3 |
| 85 |  $KMI | KINDER MORGAN, INC. | $2.4M | 0.3% | -29% | 71.3 |
| 86 | — | SCHWAB STRATEGIC TR - HIGH YIEL BD ETF | $2.4M | 0.3% | -1% | — |
| 87 |  $MP | MP Materials Corp. / DE | $2.3M | 0.3% | +2% | 34.2 |
| 88 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $2.3M | 0.3% | +3% | — |
| 89 |  $SOLV | Solventum Corp | $2.3M | 0.3% | +4% | 55.2 |
| 90 |  $EA | ELECTRONIC ARTS INC. | $2.3M | 0.3% | NEW | 62.9 |
| 91 | — | ISHARES INC - CORE MSCI EMKT | $2.2M | 0.2% | -13% | — |
| 92 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.2M | 0.2% | +9% | 67.6 |
| 93 |  $LRCX | LAM RESEARCH CORP | $2.2M | 0.2% | -20% | 79.4 |
| 94 | — | LEGG MASON ETF INVT - FRANKLIN US LOW | $2.2M | 0.2% | +2% | — |
| 95 | — | ISHARES TR - CORE S&P SCP ETF | $2.2M | 0.2% | -7% | — |
| 96 |  $VZ | VERIZON COMMUNICATIONS INC | $2.2M | 0.2% | +31% | 65.8 |
| 97 |  $ALB | ALBEMARLE CORP | $2.1M | 0.2% | +5% | 53.3 |
| 98 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $2.1M | 0.2% | +3% | 75.4 |
| 99 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $2.1M | 0.2% | +5% | — |
| 100 | — | ISHARES TR - S&P 100 ETF | $2.0M | 0.2% | -24% | — |
| 101 | — | SPDR SERIES TRUST - ST INTER BD ETF | $2.0M | 0.2% | -10% | — |
| 102 |  $ABBV | AbbVie Inc. | $2.0M | 0.2% | -1% | 72.6 |
| 103 |  $UPS | UNITED PARCEL SERVICE INC | $2.0M | 0.2% | +18% | 58.6 |
| 104 |  $NEE | NEXTERA ENERGY INC | $2.0M | 0.2% | +3% | 64.6 |
| 105 | $WT | WisdomTree, Inc. | $1.9M | 0.2% | +4% | 59.9 |
| 106 |  $ANET | Arista Networks, Inc. | $1.9M | 0.2% | +1% | 81.9 |
| 107 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.9M | 0.2% | +14% | — |
| 108 | $WT | WisdomTree, Inc. | $1.9M | 0.2% | +12% | 59.9 |
| 109 |  $KO | COCA COLA CO | $1.9M | 0.2% | +1% | 69.5 |
| 110 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $1.9M | 0.2% | +6% | — |
| 111 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $1.8M | 0.2% | +8% | — |
| 112 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $1.8M | 0.2% | +3% | — |
| 113 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.8M | 0.2% | -2% | 62.9 |
| 114 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $1.8M | 0.2% | -0% | — |
| 115 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $1.8M | 0.2% | +37% | — |
| 116 |  $CRM | Salesforce, Inc. | $1.8M | 0.2% | +102% | 77 |
| 117 |  $HST | HOST HOTELS & RESORTS, INC. | $1.8M | 0.2% | +5% | 67.3 |
| 118 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.8M | 0.2% | +1% | — |
| 119 |  $DUK | Duke Energy CORP | $1.7M | 0.2% | +1% | 56.4 |
| 120 | — | WISDOMTREE TR - DYNAMIC INTL SML | $1.7M | 0.2% | +4% | — |
| 121 |  $XYZ | Block, Inc. | $1.7M | 0.2% | +51% | 51.8 |
| 122 |  $NOW | ServiceNow, Inc. | $1.7M | 0.2% | +755% | 72.9 |
| 123 |  $SBUX | STARBUCKS CORP | $1.7M | 0.2% | +35% | 58.2 |
| 124 |  $QCOM | QUALCOMM INC/DE | $1.6M | 0.2% | -2% | 70.5 |
| 125 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $1.6M | 0.2% | +3% | — |
| 126 |  $MRVL | Marvell Technology, Inc. | $1.6M | 0.2% | NEW | 76.5 |
| 127 | — | INNOVATOR ETFS TRUST - US SML CP PWR B | $1.5M | 0.2% | -0% | — |
| 128 | — | ISHARES TR - 10-20 YR TRS ETF | $1.5M | 0.2% | -15% | — |
| 129 |  $ALL | ALLSTATE CORP | $1.5M | 0.2% | +8% | 78.5 |
| 130 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.5M | 0.2% | -42% | 73.8 |
| 131 |  $TFC | TRUIST FINANCIAL CORP | $1.5M | 0.2% | -1% | 76.4 |
| 132 |  $IVZ | Invesco Ltd. | $1.4M | 0.2% | -28% | — |
| 133 |  $UBER | Uber Technologies, Inc | $1.4M | 0.1% | +171% | 73.5 |
| 134 |  $BWXT | BWX Technologies, Inc. | $1.4M | 0.1% | -37% | 63.8 |
| 135 |  $SNPS | SYNOPSYS INC | $1.4M | 0.1% | +3% | 67.9 |
| 136 |  $GOOGL | Alphabet Inc. | $1.4M | 0.1% | +3% | 78.2 |
| 137 |  $CVX | CHEVRON CORP | $1.3M | 0.1% | +7% | 62.8 |
| 138 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $1.3M | 0.1% | +3% | — |
| 139 |  $BIP | Brookfield Infrastructure Partners L.P. | $1.3M | 0.1% | +3% | — |
| 140 | $HD | HOME DEPOT, INC. | $1.3M | 0.1% | -4% | 60.3 |
| 141 |  $ORCL | ORACLE CORP | $1.3M | 0.1% | NEW | 66.2 |
| 142 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $1.2M | 0.1% | NEW | — |
| 143 |  $COIN | Coinbase Global, Inc. | $1.2M | 0.1% | +92% | 44.8 |
| 144 |  $FIX | COMFORT SYSTEMS USA INC | $1.2M | 0.1% | -18% | 77.7 |
| 145 |  $ASML | ASML HOLDING NV | $1.2M | 0.1% | -14% | — |
| 146 |  $NFLX | NETFLIX INC | $1.1M | 0.1% | -63% | 78.8 |
| 147 |  $CCJ | CAMECO CORP | $1.1M | 0.1% | -6% | — |
| 148 | — | ETF OPPORTUNITIES TRUST - SMI REAL ETF | $1.1M | 0.1% | -9% | — |
| 149 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.1M | 0.1% | -39% | 66.2 |
| 150 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.1M | 0.1% | NEW | 66.3 |
| 151 |  $MNST | Monster Beverage Corp | $1.1M | 0.1% | -1% | 71.3 |
| 152 |  $TRV | TRAVELERS COMPANIES, INC. | $1.0M | 0.1% | -57% | 75.9 |
| 153 | — | ISHARES TR - S&P 500 VAL ETF | $1.0M | 0.1% | -35% | — |
| 154 |  $GRMN | GARMIN LTD | $1.0M | 0.1% | -12% | — |
| 155 | $BAC | BANK OF AMERICA CORP /DE/ | $1.0M | 0.1% | -38% | 67.6 |
| 156 |  $FTNT | Fortinet, Inc. | $1.0M | 0.1% | +5% | 80.1 |
| 157 |  $V | VISA INC. | $990,158 | 0.1% | -14% | 82.9 |
| 158 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $988,336 | 0.1% | +1% | — |
| 159 | — | ISHARES TR - EXPANDED TECH | $983,825 | 0.1% | NEW | — |
| 160 | — | ISHARES TR - CORE S&P MCP ETF | $967,577 | 0.1% | +1% | — |
| 161 |  $NTR | Nutrien Ltd. | $965,905 | 0.1% | +4% | — |
| 162 | $WFC | WELLS FARGO & COMPANY/MN | $960,310 | 0.1% | -37% | 61.8 |
| 163 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $949,268 | 0.1% | +0% | — |
| 164 | — | ISHARES TR - ISHARES SEMICDTR | $939,995 | 0.1% | +0% | — |
| 165 | — | ISHARES TR - JPMORGAN USD EMG | $923,195 | 0.1% | -2% | — |
| 166 |  $IAU | ISHARES GOLD TRUST | $917,673 | 0.1% | -1% | — |
| 167 |  $DIS | Walt Disney Co | $907,445 | 0.1% | +40% | 60.1 |
| 168 | — | INNOVATOR ETFS TRUST - US EQT ACC 9 BFR | $901,884 | 0.1% | -3% | — |
| 169 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $900,982 | 0.1% | +0% | 52.9 |
| 170 |  $XOM.R34088 | EXXON MOBIL CORP | $899,231 | 0.1% | -52% | 57.9 |
| 171 |  $MRK | Merck & Co., Inc. | $894,831 | 0.1% | -1% | 59.9 |
| 172 |  $CAT | CATERPILLAR INC | $876,413 | 0.1% | -32% | 66.5 |
| 173 |  $GLDM | World Gold Trust | $865,360 | 0.1% | -1% | — |
| 174 |  $CL | COLGATE PALMOLIVE CO | $856,108 | 0.1% | NEW | 61.3 |
| 175 |  $MO | ALTRIA GROUP, INC. | $850,089 | 0.1% | +1% | 67.4 |
| 176 | — | BLACKROCK ETF TRUST II - ISHA TOTA RE ETF | $842,492 | 0.1% | +7% | — |
| 177 |  $SO | SOUTHERN CO | $808,462 | 0.1% | -0% | 62 |
| 178 | — | VANECK ETF TRUST - IG FLOA RATE ETF | $795,754 | 0.1% | +8% | — |
| 179 | — | SIMPLIFY EXCHANGE TRADED FUN - HEALTH CARE ETF | $776,893 | 0.1% | NEW | — |
| 180 | — | VANGUARD INDEX FDS - VALUE ETF | $764,959 | 0.1% | -1% | — |
| 181 | — | PGIM ETF TR - ACTV HY BD ETF | $754,733 | 0.1% | +16% | — |
| 182 |  $PHM | PULTEGROUP INC/MI/ | $746,971 | 0.1% | +38% | 55.3 |
| 183 | — | ISHARES TR - RUS 1000 GRW ETF | $718,448 | 0.1% | +119% | — |
| 184 |  $LMT | LOCKHEED MARTIN CORP | $711,587 | 0.1% | +24% | 65.6 |
| 185 | — | ISHARES TR - US AER DEF ETF | $706,169 | 0.1% | +2% | — |
| 186 | — | ISHARES TR - MSCI USA VALUE | $703,131 | 0.1% | +10% | — |
| 187 |  $MA | Mastercard Inc | $700,037 | 0.1% | -5% | 85.1 |
| 188 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BF | $700,036 | 0.1% | +0% | — |
| 189 |  $ACGL | ARCH CAPITAL GROUP LTD. | $684,079 | 0.1% | -1% | — |
| 190 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $676,063 | 0.1% | +3% | — |
| 191 |  $PCT | PureCycle Technologies, Inc. | $652,644 | 0.1% | +4% | 15.8 |
| 192 | — | ISHARES TR - MSCI USA MIN ETF | $649,369 | 0.1% | +3% | — |
| 193 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $644,047 | 0.1% | +176% | 71.6 |
| 194 |  $MPC | Marathon Petroleum Corp | $629,971 | 0.1% | -17% | 61 |
| 195 | — | PGIM ETF TR - PGIM ULTRA SH BD | $624,205 | 0.1% | +37% | — |
| 196 |  $FOXA | Fox Corp | $619,244 | 0.1% | +2% | 64.5 |
| 197 |  $CSCO | CISCO SYSTEMS, INC. | $616,782 | 0.1% | -24% | 70.3 |
| 198 |  $SNA | Snap-on Inc | $606,014 | 0.1% | +0% | 63 |
| 199 | — | ISHARES TR - MSCI USA QLT FCT | $605,407 | 0.1% | -49% | — |
| 200 | — | ISHARES TR - CORE S&P TTL STK | $600,735 | 0.1% | NEW | — |
| 201 | — | SPDR SERIES TRUST - ST STR P500GRW | $595,069 | 0.1% | +3% | — |
| 202 |  $TROW | PRICE T ROWE GROUP INC | $591,870 | 0.1% | +2% | 69 |
| 203 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $583,247 | 0.1% | +0% | — |
| 204 | — | INNOVATOR ETFS TRUST - US SM CAP BUFFER | $561,581 | 0.1% | -11% | — |
| 205 | — | ISHARES TR - U.S. TECH ETF | $554,906 | 0.1% | +6% | — |
| 206 |  $EOG | EOG RESOURCES INC | $546,765 | 0.1% | NEW | 71.9 |
| 207 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | $545,596 | 0.1% | +0% | — |
| 208 |  $POWL | POWELL INDUSTRIES INC | $538,070 | 0.1% | +123% | 69.8 |
| 209 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $536,383 | 0.1% | NEW | — |
| 210 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $534,405 | 0.1% | -3% | — |
| 211 |  $INCY | INCYTE CORP | $534,379 | 0.1% | +0% | 77.4 |
| 212 |  $RMD | RESMED INC | $533,971 | 0.1% | -19% | 74.3 |
| 213 |  $UTHR | UNITED THERAPEUTICS Corp | $533,703 | 0.1% | +0% | 71.3 |
| 214 |  $CCZ | COMCAST CORP | $531,949 | 0.1% | NEW | 59.5 |
| 215 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $528,370 | 0.1% | +1% | — |
| 216 | — | ISHARES TR - EAFE GRWTH ETF | $514,601 | 0.1% | -19% | — |
| 217 | — | ISHARES TR - MSCI USA MMENTM | $509,788 | 0.1% | -38% | — |
| 218 |  $LOW | LOWES COMPANIES INC | $505,143 | 0.1% | +3% | 60.8 |
| 219 | $WT | WisdomTree, Inc. | $502,997 | 0.1% | +6% | 59.9 |
| 220 |  $PEP | PEPSICO INC | $494,925 | 0.1% | -7% | 63.4 |
| 221 |  $SMR | NUSCALE POWER Corp | $490,969 | 0.1% | +6% | 7.9 |
| 222 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $479,502 | 0.1% | -1% | 71 |
| 223 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $477,266 | 0.1% | NEW | — |
| 224 |  $NBIS | Nebius Group N.V. | $477,222 | 0.1% | NEW | — |
| 225 |  $WM | WASTE MANAGEMENT INC | $474,734 | 0.1% | -1% | 67.6 |
| 226 |  $ULTA | Ulta Beauty, Inc. | $469,921 | 0.1% | NEW | 67.3 |
| 227 |  $TEL | TE Connectivity plc | $449,389 | 0.1% | NEW | — |
| 228 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $443,565 | 0.1% | +2% | — |
| 229 | — | INNOVATOR ETFS TRUST - INTL DEVELOPED P | $440,434 | 0.1% | -7% | — |
| 230 | — | SPDR SERIES TRUST - ST STR SP500DIV | $434,066 | 0.1% | +0% | — |
| 231 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $428,998 | 0.1% | -30% | — |
| 232 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $428,845 | 0.1% | +16% | 70 |
| 233 |  $PH | Parker-Hannifin Corp | $428,417 | 0.1% | +0% | 65.8 |
| 234 |  $PSX | Phillips 66 | $425,161 | 0.1% | +3% | 57.8 |
| 235 |  $CF | CF Industries Holdings, Inc. | $423,513 | 0.1% | NEW | 77.4 |
| 236 |  $TXN | TEXAS INSTRUMENTS INC | $423,259 | 0.1% | NEW | 73.4 |
| 237 |  $COKE | Coca-Cola Consolidated, Inc. | $417,924 | 0.1% | +7% | 63.4 |
| 238 |  $APH | AMPHENOL CORP /DE/ | $406,947 | 0.0% | +45% | 79.3 |
| 239 | — | ISHARES TR - PFD AND INCM SEC | $405,578 | 0.0% | -12% | — |
| 240 | — | ISHARES TR - U.S. FINLS ETF | $404,207 | 0.0% | +1% | — |
| 241 |  $CPRT | COPART INC | $403,230 | 0.0% | NEW | 69.1 |
| 242 |  $GD | GENERAL DYNAMICS CORP | $402,417 | 0.0% | +1% | 68.7 |
| 243 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $395,500 | 0.0% | NEW | — |
| 244 |  $ADBE | ADOBE INC. | $395,074 | 0.0% | -89% | 77.6 |
| 245 |  $MCD | MCDONALDS CORP | $393,301 | 0.0% | -7% | 69 |
| 246 |  $T | AT&T INC. | $390,766 | 0.0% | +0% | 65.7 |
| 247 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $390,166 | 0.0% | -13% | — |
| 248 |  $SIVR | abrdn Silver ETF Trust | $389,492 | 0.0% | -9% | — |
| 249 | — | VANECK ETF TRUST - OIL SERVICES ETF | $383,935 | 0.0% | -6% | — |
| 250 |  $BLK | BlackRock, Inc. | $381,739 | 0.0% | -6% | 70 |
| 251 |  $CBOE | Cboe Global Markets, Inc. | $377,109 | 0.0% | -64% | 79.2 |
| 252 |  $PM | Philip Morris International Inc. | $376,655 | 0.0% | +1% | 75.9 |
| 253 | — | PIMCO EQUITY SER - RAFI DYN MULTI | $374,517 | 0.0% | +6% | — |
| 254 |  $EME | EMCOR Group, Inc. | $374,276 | 0.0% | -65% | 69.3 |
| 255 |  $USB | US BANCORP \DE\ | $372,245 | 0.0% | +0% | 65.3 |
| 256 | — | ISHARES TR - RUS 1000 VAL ETF | $371,888 | 0.0% | +0% | — |
| 257 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | $363,563 | 0.0% | -4% | — |
| 258 |  $ENB | ENBRIDGE INC | $363,105 | 0.0% | +5% | 66.7 |
| 259 |  $MCK | MCKESSON CORP | $357,399 | 0.0% | -2% | 63.4 |
| 260 |  $DE | DEERE & CO | $354,154 | 0.0% | -33% | 55.4 |
| 261 | — | ISHARES TR - MSCI ACWI EX US | $342,267 | 0.0% | +0% | — |
| 262 |  $GE | GENERAL ELECTRIC CO | $332,246 | 0.0% | -4% | 73.8 |
| 263 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $325,268 | 0.0% | NEW | — |
| 264 |  $TER | TERADYNE, INC | $324,173 | 0.0% | NEW | 77.3 |
| 265 |  $PG | PROCTER & GAMBLE Co | $323,488 | 0.0% | -4% | 64.6 |
| 266 |  $VST | Vistra Corp. | $322,019 | 0.0% | NEW | 71.9 |
| 267 |  $POOL | POOL CORP | $318,912 | 0.0% | -0% | 51.8 |
| 268 |  $CI | Cigna Group | $317,859 | 0.0% | -28% | 66.2 |
| 269 |  $PSLV | Sprott Physical Silver Trust | $317,431 | 0.0% | +0% | — |
| 270 |  $CB | Chubb Ltd | $310,073 | 0.0% | -70% | — |
| 271 |  $KHC | Kraft Heinz Co | $304,745 | 0.0% | NEW | 47 |
| 272 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $296,955 | 0.0% | NEW | — |
| 273 | — | ISHARES TR - EAFE VALUE ETF | $295,713 | 0.0% | -70% | — |
| 274 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | $292,548 | 0.0% | +0% | — |
| 275 |  $BNY | Bank of New York Mellon Corp | $292,546 | 0.0% | -0% | 74.1 |
| 276 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $289,507 | 0.0% | +0% | 64.1 |
| 277 | — | ISHARES TR - CORE MSCI EURO | $287,826 | 0.0% | -3% | — |
| 278 |  $FDUS | FIDUS INVESTMENT Corp | $286,927 | 0.0% | +0% | — |
| 279 | — | JANUS DETROIT STR TR - B-BBB CLO ETF | $286,231 | 0.0% | NEW | — |
| 280 |  $SLV | iShares Silver Trust | $285,583 | 0.0% | -14% | — |
| 281 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $284,569 | 0.0% | -54% | — |
| 282 |  $AMGN | AMGEN INC | $282,816 | 0.0% | -14% | 79.2 |
| 283 |  $CRDO | Credo Technology Group Holding Ltd | $280,652 | 0.0% | NEW | 55.1 |
| 284 |  $VICI | VICI PROPERTIES INC. | $278,164 | 0.0% | -13% | 65.8 |
| 285 |  $ACN | Accenture plc | $277,501 | 0.0% | -81% | — |
| 286 | — | VANGUARD WORLD FD - INF TECH ETF | $277,286 | 0.0% | +681% | — |
| 287 | — | TIDAL TRUST II - ROUNDHILL GENER | $273,936 | 0.0% | NEW | — |
| 288 | $IVZ | Invesco Ltd. | $271,158 | 0.0% | -13% | — |
| 289 |  $JACK | JACK IN THE BOX INC | $270,019 | 0.0% | NEW | 44.2 |
| 290 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $268,372 | 0.0% | NEW | 57.5 |
| 291 |  $PBF | PBF Energy Inc. | $264,244 | 0.0% | -6% | 50.5 |
| 292 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $262,623 | 0.0% | NEW | — |
| 293 |  $GSAT | Globalstar, Inc. | $262,323 | 0.0% | -92% | 52.5 |
| 294 |  $INTC | INTEL CORP | $260,131 | 0.0% | NEW | 45.6 |
| 295 |  $GM | General Motors Co | $259,914 | 0.0% | -10% | 54.3 |
| 296 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $259,359 | 0.0% | +1% | — |
| 297 |  $MET | METLIFE INC | $248,753 | 0.0% | -0% | 56.2 |
| 298 |  $UNH | UNITEDHEALTH GROUP INC | $247,715 | 0.0% | NEW | 62.7 |
| 299 | — | INVESCO ACTVELY MNGD ETC FD - AGRI CMDTY STRA | $246,847 | 0.0% | +0% | — |
| 300 |  $COP | CONOCOPHILLIPS | $245,657 | 0.0% | +0% | 70.2 |
| 301 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 DECE | $243,698 | 0.0% | -20% | — |
| 302 |  $CSX | CSX CORP | $242,688 | 0.0% | +3% | 65.2 |
| 303 |  $CR | Crane Co | $239,354 | 0.0% | NEW | 66.9 |
| 304 |  $CMI | CUMMINS INC | $238,925 | 0.0% | NEW | 58.1 |
| 305 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $232,432 | 0.0% | NEW | 73.7 |
| 306 |  $RTX | RTX Corp | $230,332 | 0.0% | +3% | 73.2 |
| 307 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $230,327 | 0.0% | +1% | — |
| 308 |  $WING | Wingstop Inc. | $229,942 | 0.0% | NEW | 62.4 |
| 309 |  $RKLB | Rocket Lab Corp | $219,361 | 0.0% | NEW | 39.9 |
| 310 |  $PFH | PRUDENTIAL FINANCIAL INC | $218,234 | 0.0% | -1% | 58.7 |
| 311 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $211,002 | 0.0% | NEW | — |
| 312 |  $INTU | INTUIT INC. | $210,105 | 0.0% | NEW | 79.3 |
| 313 | — | VANGUARD STAR FDS - VG TL INTL STK F | $209,536 | 0.0% | NEW | — |
| 314 | — | ISHARES TR - ISHS 1-5YR INVS | $201,831 | 0.0% | NEW | — |
| 315 |  $ASTS | AST SpaceMobile, Inc. | $201,534 | 0.0% | NEW | 30.8 |
| 316 |  $MS | MORGAN STANLEY | $200,071 | 0.0% | NEW | 75.8 |
| 317 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $200,034 | 0.0% | +0% | 61.4 |
| 318 |  $RGTI | Rigetti Computing, Inc. | $197,779 | 0.0% | NEW | 14.3 |
| 319 | — | FABRICAI INC - COM | $141,788 | 0.0% | NEW | — |
| 320 |  $BGB | Blackstone Strategic Credit 2027 Term Fund | $114,978 | 0.0% | -18% | — |
| 321 |  $UROY.R1711570 | Uranium Royalty Corp. | $32,387 | 0.0% | +0% | — |
New Positions (48)
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$6.0M
$ZIM ZIM Integrated Shipping Services Ltd.$2.7M$EA ELECTRONIC ARTS INC.$2.3M$MRVL Marvell Technology, Inc.$1.6M$ORCL ORACLE CORP$1.3M$FBTC Fidelity Wise Origin Bitcoin Fund$1.2M$AMT AMERICAN TOWER CORP /MA/$1.1M ISHARES TR - EXPANDED TECH$983,825
$CL COLGATE PALMOLIVE CO$856,108 SIMPLIFY EXCHANGE TRADED FUN - HEALTH CARE ETF$776,893
ISHARES TR - CORE S&P TTL STK$600,735
$EOG EOG RESOURCES INC$546,765 J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF$536,383
$CCZ COMCAST CORP$531,949 FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE$477,266
Exited Positions (24)
ISHARES TR
$FRPT Freshpet, Inc.
$KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
$CPNG Coupang, Inc.
$MPWR MONOLITHIC POWER SYSTEMS, INC. SPDR SERIES TRUST
HARBOR ETF TRUST
$CTVA Corteva, Inc. ENTREPRENEURSHARES SERIES TR
$LULU lululemon athletica inc.
$CTRA Coterra Energy Inc.
$HGTY Hagerty, Inc.
$PTC PTC INC. THEMES ETF TR
$RF REGIONS FINANCIAL CORPBrowse Top Institutional Investors
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