PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1989941
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$671.3M
Holdings
197
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC disclosed 197 positions worth $671.3M in its Form 13F-HR for Q2 2026, led by $IVZ (Invesco Ltd.) at 4.3% of the equity portfolio, followed by $IVZ and $IVZ. During the quarter the fund opened 64 new positions and exited 48 — including a new stake in $LLY. The portfolio is most concentrated in Other (34.1% of disclosed assets). All figures are sourced directly from PREVAIL INNOVATIVE WEALTH ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1989941.
AI Fund Analysis
Concentrating
$IVZ2.8% weight
Held 7 quarters
$IVZ2.6% weight
Held 7 quarters
AMERICAN CENTY ETF TR - AV
2.5% weight
Held 7 quarters
$IVZ2.5% weight
Held 7 quarters
NEOS ETF TRUST - NEOS S&P
1.7% weight
Held 4 quarters
$JPM6 quarters accumulating
$TFC6 quarters accumulating
$MO6 quarters accumulating
VANECK ETF TRUST - REAL AS
5 quarters accumulating
AMERICAN CENTY ETF TR - AV
4 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsReal EstateConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$28.5M134,059 sh - —
Quality
$18.7M61,729 sh - —
Quality
$17.4M192,698 sh AMERICAN CENTY ETF TR - AVAN US SMAL ETF
—Quality
$17.1M233,664 sh- —
Quality
$16.7M148,069 sh - 87.5
Quality
$12.1M10,078 sh VANECK ETF TRUST - COMMODITY STGY
—Quality
$11.9M180,386 shNEOS ETF TRUST - NEOS S&P 500 HI
—Quality
$11.7M220,325 sh- 70.7
Quality
$10.9M33,415 sh - 67.4
Quality
$10.5M114,437 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Invesco Ltd.$IVZ | — | $28.5M | 134,059 |
| Invesco Ltd.$IVZ | — | $18.7M | 61,729 |
| Invesco Ltd.$IVZ | — | $17.4M | 192,698 |
| AMERICAN CENTY ETF TR - AVAN US SMAL ETF | — | $17.1M | 233,664 |
| Invesco Ltd.$IVZ | — | $16.7M | 148,069 |
 ELI LILLY & Co$LLY | 87.5 | $12.1M | 10,078 |
| VANECK ETF TRUST - COMMODITY STGY | — | $11.9M | 180,386 |
| NEOS ETF TRUST - NEOS S&P 500 HI | — | $11.7M | 220,325 |
| JPMORGAN CHASE & CO$JPM | 70.7 | $10.9M | 33,415 |
 O REILLY AUTOMOTIVE INC$ORLY | 67.4 | $10.5M | 114,437 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's 197 positions.
Showing top 10 of 197 holdings.
Sector Allocation
Other
$229.0M
Financials
$146.7M
Technology
$98.7M
Industrials
$45.7M
Real Estate
$44.2M
Consumer Discretionary
$31.5M
Healthcare
$26.5M
Utilities
$19.5M
Full Holdings — PREVAIL INNOVATIVE WEALTH ADVISORS, LLC (Q2 2026)
All 197 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 | $IVZ | Invesco Ltd. | $28.5M | 4.3% | NEW | — |
| 2 | $IVZ | Invesco Ltd. | $18.7M | 2.8% | +39% | — |
| 3 | $IVZ | Invesco Ltd. | $17.4M | 2.6% | +52% | — |
| 4 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $17.1M | 2.5% | +16% | — |
| 5 | $IVZ | Invesco Ltd. | $16.7M | 2.5% | +47% | — |
| 6 | $LLY | ELI LILLY & Co | $12.1M | 1.8% | NEW | 87.5 |
| 7 | — | VANECK ETF TRUST - COMMODITY STGY | $11.9M | 1.8% | +49% | — |
| 8 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $11.7M | 1.7% | +39% | — |
| 9 | $JPM | JPMORGAN CHASE & CO | $10.9M | 1.6% | +34% | 70.7 |
| 10 | $ORLY | O REILLY AUTOMOTIVE INC | $10.5M | 1.6% | +186% | 67.4 |
| 11 |  $GOOGL | Alphabet Inc. | $9.8M | 1.4% | NEW | 78.2 |
| 12 |  $ANET | Arista Networks, Inc. | $9.6M | 1.4% | NEW | 81.9 |
| 13 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETF | $9.5M | 1.4% | -0% | — |
| 14 |  $NEE | NEXTERA ENERGY INC | $9.5M | 1.4% | NEW | 64.6 |
| 15 |  $UBER | Uber Technologies, Inc | $9.5M | 1.4% | NEW | 73.5 |
| 16 | — | JANUS DETROIT STR TR - HENDE INCOM ETF | $9.5M | 1.4% | -1% | — |
| 17 | — | NEOS ETF TRUST - RUSS 2000 HI ETF | $9.4M | 1.4% | +88% | — |
| 18 |  $GEV | GE Vernova Inc. | $9.1M | 1.4% | -10% | 81.1 |
| 19 | — | INVESCO ACTIVELY MANAGED EXC - S&P 500 EQUA ETF | $9.0M | 1.4% | +1% | — |
| 20 |  $AMT | AMERICAN TOWER CORP /MA/ | $8.9M | 1.3% | NEW | 66.3 |
| 21 | — | INVESCO ACTIVELY MANAGED EXC - MSCI EAFE IN ETF | $8.9M | 1.3% | +1% | — |
| 22 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $8.8M | 1.3% | +162% | 73.3 |
| 23 |  $MKSI | MKS INC | $8.8M | 1.3% | NEW | 61.2 |
| 24 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $8.7M | 1.3% | +2% | — |
| 25 | $IVZ | Invesco Ltd. | $8.7M | 1.3% | -1% | — |
| 26 | — | SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF | $8.5M | 1.3% | -1% | — |
| 27 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $7.7M | 1.1% | +59% | — |
| 28 | — | GLOBAL X FDS - DEFENSE TECH ETF | $7.5M | 1.1% | +15% | — |
| 29 |  $BAC | BANK OF AMERICA CORP /DE/ | $7.5M | 1.1% | NEW | 67.6 |
| 30 |  $WFC | WELLS FARGO & COMPANY/MN | $7.4M | 1.1% | NEW | 61.8 |
| 31 |  $GLPI | Gaming & Leisure Properties, Inc. | $7.1M | 1.1% | +152% | 64 |
| 32 | — | FIRST TR EXCHANGE TRAD FD VI - FST TR GLB FD | $7.0M | 1.0% | +46% | — |
| 33 | — | NEOS ETF TRUST - REAL EST HIG ETF | $6.9M | 1.0% | +2% | — |
| 34 | — | J P MORGAN EXCHANGE TRADED F - ACTI HIGH YI ETF | $6.9M | 1.0% | -1% | — |
| 35 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $6.9M | 1.0% | +8% | 69.9 |
| 36 |  $AMZN | AMAZON COM INC | $6.3M | 0.9% | -37% | 68.7 |
| 37 |  $PWR | QUANTA SERVICES, INC. | $6.2M | 0.9% | NEW | 72.1 |
| 38 | — | MORGAN STANLEY ETF TRUST - EATO VA DURA ETF | $6.2M | 0.9% | +179% | — |
| 39 | — | AMERICAN CENTY ETF TR - SHORT DURTN STRG | $5.8M | 0.9% | +40% | — |
| 40 |  $FTAI | FTAI Aviation Ltd. | $5.8M | 0.9% | -1% | — |
| 41 | — | GOLDMAN SACHS ETF TR - NASDA 100 ETF | $5.4M | 0.8% | -23% | — |
| 42 |  $RITM | Rithm Capital Corp. | $5.2M | 0.8% | +6% | 47.1 |
| 43 | — | PGIM ETF TR - AAA CLO ETF | $5.2M | 0.8% | +0% | — |
| 44 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $5.2M | 0.8% | +15% | 64.4 |
| 45 |  $NVDA | NVIDIA CORP | $5.0M | 0.8% | -35% | 85.9 |
| 46 |  $MTZ | MASTEC INC | $4.9M | 0.7% | -17% | 58.8 |
| 47 |  $CCI | CROWN CASTLE INC. | $4.8M | 0.7% | NEW | 61.7 |
| 48 |  $VRT | Vertiv Holdings Co | $4.8M | 0.7% | -15% | 81 |
| 49 |  $ETN | Eaton Corp plc | $4.7M | 0.7% | NEW | — |
| 50 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $4.7M | 0.7% | +46% | — |
| 51 |  $CRS | CARPENTER TECHNOLOGY CORP | $4.7M | 0.7% | +5% | 64.6 |
| 52 |  $NVT | nVent Electric plc | $4.7M | 0.7% | NEW | — |
| 53 | — | SIMPLIFY EXCHANGE TRADED FUN - HEALTH CARE ETF | $4.6M | 0.7% | NEW | — |
| 54 | — | AMERICAN CENTY ETF TR - US EQT ETF | $4.5M | 0.7% | +47% | — |
| 55 |  $VIAV | VIAVI SOLUTIONS INC. | $4.5M | 0.7% | NEW | 51.5 |
| 56 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $4.4M | 0.7% | NEW | 66.3 |
| 57 |  $UNH | UNITEDHEALTH GROUP INC | $4.3M | 0.7% | +42% | 62.7 |
| 58 |  $VSEC | VSE CORP | $4.3M | 0.6% | +43% | 56.5 |
| 59 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $4.3M | 0.6% | +88% | — |
| 60 |  $V | VISA INC. | $4.2M | 0.6% | +659% | 82.9 |
| 61 |  $STRL | STERLING INFRASTRUCTURE, INC. | $4.2M | 0.6% | -65% | 70.6 |
| 62 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $3.9M | 0.6% | +51% | — |
| 63 |  $WMT | Walmart Inc. | $3.9M | 0.6% | +736% | 60.2 |
| 64 | — | PGIM ETF TR - PGIM ULTRA SH BD | $3.8M | 0.6% | +222% | — |
| 65 |  $MRK | Merck & Co., Inc. | $3.8M | 0.6% | +45% | 59.9 |
| 66 |  $C | CITIGROUP INC | $3.8M | 0.6% | -30% | 65 |
| 67 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | $3.7M | 0.6% | -51% | — |
| 68 | — | INVESCO ACTIVELY MANAGED EXC - QQQ INC ADV ETF | $3.7M | 0.6% | -52% | — |
| 69 |  $AGNC | AGNC Investment Corp. | $3.6M | 0.5% | NEW | — |
| 70 |  $AAPL | Apple Inc. | $3.6M | 0.5% | -6% | 76.4 |
| 71 |  $PEP | PEPSICO INC | $3.6M | 0.5% | NEW | 63.4 |
| 72 |  $KO | COCA COLA CO | $3.6M | 0.5% | +52% | 69.5 |
| 73 |  $USB | US BANCORP \DE\ | $3.6M | 0.5% | +35% | 65.3 |
| 74 |  $GS | GOLDMAN SACHS GROUP INC | $3.5M | 0.5% | +160% | 73.5 |
| 75 | $TFC | TRUIST FINANCIAL CORP | $3.5M | 0.5% | +37% | 76.4 |
| 76 |  $EVRG | Evergy, Inc. | $3.5M | 0.5% | +40% | 53.2 |
| 77 | $MO | ALTRIA GROUP, INC. | $3.4M | 0.5% | +35% | 67.4 |
| 78 | — | PROSHARES TR - S&P 500 HIGH ETF | $3.4M | 0.5% | +43% | — |
| 79 |  $LOW | LOWES COMPANIES INC | $3.4M | 0.5% | NEW | 60.8 |
| 80 |  $APG | APi Group Corp | $3.3M | 0.5% | +18% | 65.4 |
| 81 | — | ISHARES TR - 20+ YEAR TR BD | $3.3M | 0.5% | -64% | — |
| 82 |  $XEL | XCEL ENERGY INC | $3.3M | 0.5% | +45% | 56.4 |
| 83 |  $MCK | MCKESSON CORP | $3.2M | 0.5% | +47% | 63.4 |
| 84 |  $LRN | Stride, Inc. | $3.2M | 0.5% | +14% | 64.5 |
| 85 |  $MOD | MODINE MANUFACTURING CO | $3.2M | 0.5% | -53% | 56.3 |
| 86 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | $3.2M | 0.5% | +68% | — |
| 87 |  $FCFS | FirstCash Holdings, Inc. | $3.1M | 0.5% | -2% | 69.3 |
| 88 |  $INTU | INTUIT INC. | $3.1M | 0.5% | NEW | 79.3 |
| 89 | $IVZ | Invesco Ltd. | $3.0M | 0.5% | +29% | — |
| 90 |  $JNJ | JOHNSON & JOHNSON | $3.0M | 0.5% | +76% | 69 |
| 91 |  $ABT | ABBOTT LABORATORIES | $2.8M | 0.4% | NEW | 65.5 |
| 92 |  $WM | WASTE MANAGEMENT INC | $2.8M | 0.4% | NEW | 67.6 |
| 93 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $2.7M | 0.4% | +27% | — |
| 94 |  $UNP | UNION PACIFIC CORP | $2.7M | 0.4% | NEW | 69.7 |
| 95 | $IVZ | Invesco Ltd. | $2.5M | 0.4% | NEW | — |
| 96 |  $MDLZ | Mondelez International, Inc. | $2.4M | 0.3% | +167% | 56.4 |
| 97 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $2.1M | 0.3% | +45% | — |
| 98 |  $MSFT | MICROSOFT CORP | $2.1M | 0.3% | -80% | 79.8 |
| 99 | — | VANECK ETF TRUST - REAL ASSETS ETF | $2.1M | 0.3% | +25% | — |
| 100 |  $IBIT | iShares Bitcoin Trust ETF | $1.8M | 0.3% | +44% | — |
| 101 |  $HONA | Honeywell Aerospace Inc. | $1.7M | 0.3% | NEW | — |
| 102 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.7M | 0.3% | +3% | — |
| 103 |  $HON | HONEYWELL INTERNATIONAL INC | $1.7M | 0.3% | NEW | 65 |
| 104 |  $MU | MICRON TECHNOLOGY INC | $1.6M | 0.2% | -90% | 86.2 |
| 105 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $1.6M | 0.2% | -2% | — |
| 106 | $IVZ | Invesco Ltd. | $1.6M | 0.2% | +406% | — |
| 107 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $1.5M | 0.2% | +30% | — |
| 108 | — | GLOBAL X FDS - ARTIFICIAL ETF | $1.5M | 0.2% | +25% | — |
| 109 | — | HARBOR ETF TRUST - LONG TERM GROWER | $1.4M | 0.2% | NEW | — |
| 110 | — | ISHARES TR - RUS 1000 GRW ETF | $1.1M | 0.2% | +1164% | — |
| 111 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.1M | 0.2% | +41% | 73.8 |
| 112 | — | J P MORGAN EXCHANGE TRADED F - INFL MANA BD ETF | $1.1M | 0.2% | +404% | — |
| 113 | — | VANECK ETF TRUST - URANI NUCLE ETF | $1.0M | 0.2% | +45% | — |
| 114 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $1.0M | 0.2% | NEW | — |
| 115 |  $CRWV | CoreWeave, Inc. | $1.0M | 0.1% | NEW | 52.2 |
| 116 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $1.0M | 0.1% | NEW | — |
| 117 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $983,566 | 0.1% | -17% | — |
| 118 |  $XOM.R34088 | EXXON MOBIL CORP | $977,588 | 0.1% | -91% | 57.9 |
| 119 |  $GOOG | Alphabet Inc. | $889,145 | 0.1% | -52% | 78.2 |
| 120 |  $SPY | SPDR S&P 500 ETF TRUST | $821,447 | 0.1% | -26% | — |
| 121 | — | SPDR SERIES TRUST - ST STR P500ETF | $735,907 | 0.1% | +142% | — |
| 122 | $IVZ | Invesco Ltd. | $706,570 | 0.1% | -68% | — |
| 123 |  $AVGO | Broadcom Inc. | $701,393 | 0.1% | -93% | 84.5 |
| 124 |  $TSLA | Tesla, Inc. | $688,102 | 0.1% | +87% | 53.9 |
| 125 |  $TMUS | T-Mobile US, Inc. | $655,457 | 0.1% | +228% | 69.1 |
| 126 |  $PANW | Palo Alto Networks Inc | $595,080 | 0.1% | +2% | 65.5 |
| 127 |  $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | $573,546 | 0.1% | NEW | — |
| 128 |  $META | Meta Platforms, Inc. | $522,170 | 0.1% | +140% | 79.6 |
| 129 |  $HD | HOME DEPOT, INC. | $512,860 | 0.1% | -79% | 60.3 |
| 130 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $509,287 | 0.1% | -4% | — |
| 131 |  $DELL | Dell Technologies Inc. | $496,179 | 0.1% | -17% | 71.2 |
| 132 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $487,618 | 0.1% | NEW | 70 |
| 133 | — | ISHARES TR - CORE S&P500 ETF | $476,294 | 0.1% | +98% | — |
| 134 |  $GE | GENERAL ELECTRIC CO | $467,536 | 0.1% | -93% | 73.8 |
| 135 |  $ABBV | AbbVie Inc. | $437,099 | 0.1% | +75% | 72.6 |
| 136 |  $AMD | ADVANCED MICRO DEVICES INC | $434,521 | 0.1% | -59% | 79.8 |
| 137 |  $LMT | LOCKHEED MARTIN CORP | $414,700 | 0.1% | +118% | 65.6 |
| 138 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $405,888 | 0.1% | +0% | — |
| 139 | — | ISHARES TR - RUS 1000 VAL ETF | $405,076 | 0.1% | NEW | — |
| 140 | — | ISHARES TR - ULTRA SHORT DUR | $390,629 | 0.1% | -77% | — |
| 141 |  $VZ | VERIZON COMMUNICATIONS INC | $374,286 | 0.1% | +46% | 65.8 |
| 142 |  $BTX | BlackRock Technology & Private Equity Term Trust | $367,494 | 0.1% | NEW | — |
| 143 |  $BSTZ | BlackRock Science & Technology Term Trust | $364,444 | 0.1% | NEW | — |
| 144 |  $ET | Energy Transfer LP | $359,254 | 0.1% | -11% | 64.4 |
| 145 |  $USA | LIBERTY ALL STAR EQUITY FUND | $357,147 | 0.1% | NEW | — |
| 146 |  $RVT | ROYCE SMALL-CAP TRUST, INC. | $356,767 | 0.1% | NEW | — |
| 147 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $354,560 | 0.1% | +0% | — |
| 148 |  $CVX | CHEVRON CORP | $354,465 | 0.1% | -84% | 62.8 |
| 149 |  $BST | BlackRock Science & Technology Trust | $350,609 | 0.1% | NEW | — |
| 150 |  $TXN | TEXAS INSTRUMENTS INC | $350,232 | 0.1% | NEW | 73.4 |
| 151 |  $CSCO | CISCO SYSTEMS, INC. | $346,999 | 0.1% | NEW | 70.3 |
| 152 |  $SF | STIFEL FINANCIAL CORP | $339,780 | 0.1% | +8% | 67 |
| 153 |  $CAT | CATERPILLAR INC | $333,537 | 0.1% | NEW | 66.5 |
| 154 | — | VANGUARD INDEX FDS - GROWTH ETF | $331,294 | 0.1% | +424% | — |
| 155 |  $WDC | WESTERN DIGITAL CORP | $321,276 | 0.1% | NEW | 80.7 |
| 156 | — | ISHARES TR - CORE MSCI EAFE | $315,527 | 0.1% | -21% | — |
| 157 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $311,600 | 0.1% | -94% | — |
| 158 |  $COST | COSTCO WHOLESALE CORP /NEW | $311,512 | 0.1% | NEW | 66.2 |
| 159 | — | VANGUARD INDEX FDS - MID CAP ETF | $306,488 | 0.1% | +273% | — |
| 160 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $305,785 | 0.1% | NEW | — |
| 161 |  $GLD | SPDR GOLD TRUST | $303,545 | 0.1% | +67% | — |
| 162 | — | VANGUARD INDEX FDS - VALUE ETF | $291,590 | 0.0% | -11% | — |
| 163 |  $CMI | CUMMINS INC | $281,005 | 0.0% | NEW | 58.1 |
| 164 |  $DAR | DARLING INGREDIENTS INC. | $277,579 | 0.0% | +13% | 63.5 |
| 165 |  $DHR | DANAHER CORP /DE/ | $277,529 | 0.0% | NEW | 64.8 |
| 166 |  $BRO | BROWN & BROWN, INC. | $275,139 | 0.0% | +4% | 73.8 |
| 167 |  $WT | WisdomTree, Inc. | $274,105 | 0.0% | -12% | 59.9 |
| 168 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $269,141 | 0.0% | -1% | — |
| 169 |  $ADBE | ADOBE INC. | $267,756 | 0.0% | +22% | 77.6 |
| 170 |  $AMAT | APPLIED MATERIALS INC /DE | $266,787 | 0.0% | NEW | 72.3 |
| 171 |  $CL | COLGATE PALMOLIVE CO | $263,397 | 0.0% | NEW | 61.3 |
| 172 | — | ISHARES TR - CORE S&P TTL STK | $262,832 | 0.0% | +0% | — |
| 173 |  $GRMN | GARMIN LTD | $258,681 | 0.0% | NEW | — |
| 174 | — | VANGUARD WORLD FD - INF TECH ETF | $257,207 | 0.0% | NEW | — |
| 175 |  $LRCX | LAM RESEARCH CORP | $253,498 | 0.0% | -98% | 79.4 |
| 176 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $249,672 | 0.0% | NEW | 66.2 |
| 177 |  $INTC | INTEL CORP | $246,028 | 0.0% | NEW | 45.6 |
| 178 | — | ETFIS SER TR I - VIRTUS INFRCAP | $245,482 | 0.0% | -75% | — |
| 179 |  $SLB | SLB LIMITED/NV | $242,399 | 0.0% | +3% | 57.9 |
| 180 |  $ORCL | ORACLE CORP | $234,773 | 0.0% | NEW | 66.2 |
| 181 |  $SO | SOUTHERN CO | $234,585 | 0.0% | +1% | 62 |
| 182 | — | GLOBAL X FDS - NASDAQ 100 COVER | $233,840 | 0.0% | -0% | — |
| 183 |  $TJX | TJX COMPANIES INC /DE/ | $233,007 | 0.0% | NEW | 68.7 |
| 184 |  $ITW | ILLINOIS TOOL WORKS INC | $228,006 | 0.0% | NEW | 63.6 |
| 185 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $212,075 | 0.0% | NEW | 65.1 |
| 186 |  $APH | AMPHENOL CORP /DE/ | $211,055 | 0.0% | NEW | 79.3 |
| 187 |  $FIX | COMFORT SYSTEMS USA INC | $210,087 | 0.0% | NEW | 77.7 |
| 188 |  $PLTR | Palantir Technologies Inc. | $210,006 | 0.0% | NEW | 84.6 |
| 189 |  $LITE | Lumentum Holdings Inc. | $207,651 | 0.0% | NEW | 44.3 |
| 190 |  $COF | CAPITAL ONE FINANCIAL CORP | $205,034 | 0.0% | NEW | 62.4 |
| 191 |  $STX | Seagate Technology Holdings plc | $203,615 | 0.0% | NEW | — |
| 192 |  $PM | Philip Morris International Inc. | $203,343 | 0.0% | NEW | 75.9 |
| 193 |  $CR | Crane Co | $202,548 | 0.0% | NEW | 66.9 |
| 194 |  $PCG | PG&E Corp | $177,165 | 0.0% | NEW | 58.8 |
| 195 |  $AEYE | AUDIOEYE INC | $142,444 | 0.0% | NEW | 37.5 |
| 196 |  $PSQH | PSQ Holdings, Inc. | $46,648 | 0.0% | +0% | — |
| 197 |  $BEEP | Mobile Infrastructure Corp | $23,914 | 0.0% | +0% | 18.7 |
New Positions (64)
$LLY ELI LILLY & Co$12.1M$ANET Arista Networks, Inc.$9.6M$NEE NEXTERA ENERGY INC$9.5M$UBER Uber Technologies, Inc$9.5M$AMT AMERICAN TOWER CORP /MA/$8.9M$MKSI MKS INC$8.8M$BAC BANK OF AMERICA CORP /DE/$7.5M$WFC WELLS FARGO & COMPANY/MN$7.4M$PWR QUANTA SERVICES, INC.$6.2M$CCI CROWN CASTLE INC.$4.8M$ETN Eaton Corp plc$4.7M$NVT nVent Electric plc$4.7M SIMPLIFY EXCHANGE TRADED FUN - HEALTH CARE ETF$4.6M
$VIAV VIAVI SOLUTIONS INC.$4.5M$WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP$4.4MExited Positions (48)
J P MORGAN EXCHANGE TRADED F
SPDR SERIES TRUST
$BKR Baker Hughes Co GLOBAL X FDS
ISHARES TR
$NRG NRG ENERGY, INC.
$ROKU ROKU, INC
$CDNS CADENCE DESIGN SYSTEMS INC
$CRDO Credo Technology Group Holding Ltd
$APP AppLovin Corp SIMPLIFY EXCHANGE TRADED FUN
SIMPLIFY EXCHANGE TRADED FUN
$NFLX NETFLIX INC
$NOW ServiceNow, Inc. J P MORGAN EXCHANGE TRADED F
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