RVW Wealth, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1756543
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.5B
Holdings
183
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
RVW Wealth, LLC disclosed 183 positions worth $1.5B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 9 new positions and exited 4 — including a new stake in $HOG and a full exit from $NOC. The portfolio is most concentrated in Other (77.1% of disclosed assets). All figures are sourced directly from RVW Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1756543.
AI Fund Analysis
StableDIMENSIONAL US CORE EQUITY
16.4% weight
Held 10 quarters
AMERICAN CENTURY INVESTMEN
7.0% weight
Held 10 quarters
$WT5.3% weight
Held 10 quarters
$WT4.7% weight
Held 10 quarters
JP MORGAN ETF TRUST US QUA
4.5% weight
Held 10 quarters
DIMENSIONAL US CORE EQUITY
9 quarters accumulating
iShares iBonds Dec 2027 Te
9 quarters accumulating
ISHARES TRUST IBDS DEC28 E
9 quarters accumulating
$IVZ8 quarters accumulating
ISHARES TRUST IBONDS DEC 2
8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
DIMENSIONAL US CORE EQUITY MARKT ETF - US CORE EQT MKT
—Quality
$249.4M4,825,000 shAMERICAN CENTURY INVESTMENTS U S EQT ETF - US EQT ETF
—Quality
$105.9M826,494 sh- 59.9#903
Quality
$80.5M842,307 sh - 59.9
Quality
$70.9M1,073,242 sh JP MORGAN ETF TRUST US QUALTY FCTR ETF - US QUALTY FCTR
—Quality
$68.9M952,795 shDimensional International Cr Eq Mkt ETF - INTL CORE EQT MK
—Quality
$63.0M1,527,623 shFirst Trst Nasdaq Rsng - RISNG DIVD ACHIV
—Quality
$47.6M586,906 shISHARES TRUST INTL QLTY FACTOR ETF - MSCI INTL QUALTY
—Quality
$47.5M958,361 shVictoryShares Free Cash Flow ETF - SHARES FREE CASH
—Quality
$46.6M1,018,265 sh- —
Quality
$41.9M259,247 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKT ETF - US CORE EQT MKT | — | $249.4M | 4,825,000 |
| AMERICAN CENTURY INVESTMENTS U S EQT ETF - US EQT ETF | — | $105.9M | 826,494 |
| WisdomTree, Inc.$WT | 59.9#903 | $80.5M | 842,307 |
| WisdomTree, Inc.$WT | 59.9 | $70.9M | 1,073,242 |
| JP MORGAN ETF TRUST US QUALTY FCTR ETF - US QUALTY FCTR | — | $68.9M | 952,795 |
| Dimensional International Cr Eq Mkt ETF - INTL CORE EQT MK | — | $63.0M | 1,527,623 |
| First Trst Nasdaq Rsng - RISNG DIVD ACHIV | — | $47.6M | 586,906 |
| ISHARES TRUST INTL QLTY FACTOR ETF - MSCI INTL QUALTY | — | $47.5M | 958,361 |
| VictoryShares Free Cash Flow ETF - SHARES FREE CASH | — | $46.6M | 1,018,265 |
| Invesco Ltd.$IVZ | — | $41.9M | 259,247 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of RVW Wealth, LLC's 183 positions.
Showing top 10 of 183 holdings.
Sector Allocation
Other
$1.2B
Financials
$249.7M
Technology
$62.3M
Industrials
$20.3M
Healthcare
$7.2M
Consumer Discretionary
$4.7M
Energy
$1.7M
Communication Services
$1.2M
Full Holdings — RVW Wealth, LLC (Q2 2026)
All 183 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | DIMENSIONAL US CORE EQUITY MARKT ETF - US CORE EQT MKT | $249.4M | 16.4% | +4% | — |
| 2 | — | AMERICAN CENTURY INVESTMENTS U S EQT ETF - US EQT ETF | $105.9M | 7.0% | +3% | — |
| 3 | $WT | WisdomTree, Inc. | $80.5M | 5.3% | +1% | 59.9 |
| 4 | $WT | WisdomTree, Inc. | $70.9M | 4.7% | +1% | 59.9 |
| 5 | — | JP MORGAN ETF TRUST US QUALTY FCTR ETF - US QUALTY FCTR | $68.9M | 4.5% | +4% | — |
| 6 | — | Dimensional International Cr Eq Mkt ETF - INTL CORE EQT MK | $63.0M | 4.2% | +5% | — |
| 7 | — | First Trst Nasdaq Rsng - RISNG DIVD ACHIV | $47.6M | 3.1% | +3% | — |
| 8 | — | ISHARES TRUST INTL QLTY FACTOR ETF - MSCI INTL QUALTY | $47.5M | 3.1% | +4% | — |
| 9 | — | VictoryShares Free Cash Flow ETF - SHARES FREE CASH | $46.6M | 3.1% | +2% | — |
| 10 | $IVZ | Invesco Ltd. | $41.9M | 2.8% | +5% | — |
| 11 |  $AAPL | Apple Inc. | $38.2M | 2.5% | -3% | 76.4 |
| 12 | — | Dimensional Emerging Core Equity Mkt ETF - EMGR CRE EQT MNG | $35.9M | 2.4% | +4% | — |
| 13 | — | iShares iBonds Dec 2027 Term Corp ETF - IBONDS 27 ETF | $30.8M | 2.0% | +4% | — |
| 14 | — | ISHARES TRUST IBDS DEC28 ETF - IBDS DEC28 ETF | $30.5M | 2.0% | +4% | — |
| 15 | — | iShares MSCI USA Quality Factor ETF - MSCI USA QLT FCT | $28.9M | 1.9% | +0% | — |
| 16 | — | ISHARES TRUST IBONDS DEC 2030 TERM CORPOR - IBONDS DEC 2030 | $28.5M | 1.9% | +9% | — |
| 17 | — | ISHARES TRUST IBONDS DEC2026 E TF - IBONDS DEC2026 | $28.2M | 1.9% | +2% | — |
| 18 | — | ISHARES TRUST IBONDS DEC 29 ET F - IBONDS DEC 29 | $28.0M | 1.9% | +5% | — |
| 19 | — | First Tr Nasdaq 100 Fund - SHS | $28.0M | 1.8% | -0% | — |
| 20 | — | SPDR SERIES TRUST PORTFOLIO TL STK ETF - PORTFOLI S&P1500 | $27.6M | 1.8% | +1% | — |
| 21 | — | AMERICAN CENTURY INVESTMENTS I NTL EQT ETF - INTL EQT ETF | $26.1M | 1.7% | +1% | — |
| 22 | — | iShares U.S. Technology ETF - U.S. TECH ETF | $22.6M | 1.5% | +1% | — |
| 23 | — | Flexshares Morningstar - MORNSTAR USMKT | $18.9M | 1.2% | +0% | — |
| 24 | $IVZ | Invesco Ltd. | $18.8M | 1.2% | +9% | — |
| 25 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $15.6M | 1.0% | -0% | — |
| 26 | — | NUVEEN ESG NUVEEN ESG LRG CAP GRWTH ETF - NUVEEN ESG LRGCP | $15.5M | 1.0% | +3% | — |
| 27 | — | Pacer US Large Cp CA Cows Gr Ldrs ETF - US LRG CP CASH | $15.5M | 1.0% | +13% | — |
| 28 |  $HOG | HARLEY-DAVIDSON, INC. | $14.8M | 1.0% | NEW | 37 |
| 29 | — | Ishares Tr Msci Eafe Fd - MSCI EAFE ETF | $14.4M | 0.9% | -3% | — |
| 30 | — | FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF - TECH ALPHADEX | $13.9M | 0.9% | +4% | — |
| 31 | — | SPDR SERIES TRUST PORTFOLIO SM ETF - PORTFOLIO S&P600 | $10.1M | 0.7% | +14% | — |
| 32 | $IVZ | Invesco Ltd. | $9.0M | 0.6% | +53% | — |
| 33 | — | Vanguard Total Stock Mkt - TOTAL STK MKT | $8.5M | 0.6% | +32% | — |
| 34 |  $NVDA | NVIDIA CORP | $8.3M | 0.6% | -0% | 85.9 |
| 35 | — | JP MORGAN ETF TRUST DIVERSFED RTRN ETF - DIVERSFED RTRN | $7.9M | 0.5% | +0% | — |
| 36 | — | FLEXSHARES TRUST QLT DIV DEF I DX ETF - QLT DIV DEF IDX | $7.7M | 0.5% | +9% | — |
| 37 | — | PACER FDS TR US CASH COWS 100 ETF - US CASH COWS 100 | $7.0M | 0.5% | +8% | — |
| 38 | — | AMERICAN CENTURY ETF TRUST ETF - AVANTIS TOTAL EQ | $6.1M | 0.4% | +0% | — |
| 39 | — | Ishares Esg Msci Eafe - ESG AW MSCI EAFE | $5.9M | 0.4% | +4% | — |
| 40 | — | DIMENSIONAL U S CORE EQUITY 2 ETF - US CORE EQUITY 2 | $5.6M | 0.4% | -2% | — |
| 41 | $IVZ | Invesco Ltd. | $5.5M | 0.4% | +0% | — |
| 42 | — | Dutsch X Trck Rusl 1000 - XTRACKERS RUSSEL | $5.1M | 0.3% | +1% | — |
| 43 | — | Sector Spdr Tech Select - TECHNOLOGY | $4.8M | 0.3% | +0% | — |
| 44 | — | Vanguard S&P 500 Etf - S&P 500 ETF SHS | $4.5M | 0.3% | +137% | — |
| 45 | — | SCHWAB US DIVIDEND EQ ETF - US DIVIDEND EQ | $4.3M | 0.3% | +9% | — |
| 46 | — | Ishares Core Dividend - CORE DIV GRWTH | $4.1M | 0.3% | -1% | — |
| 47 | — | Vanguard Growth - GROWTH ETF | $4.0M | 0.3% | +486% | — |
| 48 |  $GBFH | GBank Financial Holdings Inc. | $3.6M | 0.2% | -25% | 60.5 |
| 49 |  $TSLA | Tesla, Inc. | $3.4M | 0.2% | -11% | 53.9 |
| 50 | — | ISHARES TRUST MULTIFACTOR USA ETF - U S EQUITY FACTR | $3.4M | 0.2% | -1% | — |
| 51 | — | Ishares Tr S&P Smallcap - CORE S&P SCP ETF | $3.3M | 0.2% | -1% | — |
| 52 | — | Schw US Brd Mkt Etf - US BRD MKT ETF | $3.1M | 0.2% | +0% | — |
| 53 | — | Flexsh Stoxx US Esg - STOX US ESG SLCT | $2.8M | 0.2% | +0% | — |
| 54 |  $GOOGL | Alphabet Inc. | $2.8M | 0.2% | +0% | 78.2 |
| 55 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.7M | 0.2% | +6% | 73.8 |
| 56 |  $GEV | GE Vernova Inc. | $2.7M | 0.2% | -30% | 81.1 |
| 57 |  $AMZN | AMAZON COM INC | $2.7M | 0.2% | -13% | 68.7 |
| 58 | $IVZ | Invesco Ltd. | $2.7M | 0.2% | +3% | — |
| 59 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $2.7M | 0.2% | +4% | — |
| 60 |  $LLY | ELI LILLY & Co | $2.6M | 0.2% | +81% | 87.5 |
| 61 | — | AVANTIS US SMALL CAP VALUE ETF - US SML CP VALU | $1.8M | 0.1% | -4% | — |
| 62 | — | Vanguard Intl Eqty Index - ALLWRLD EX US | $1.8M | 0.1% | +176% | — |
| 63 |  $ABBV | AbbVie Inc. | $1.7M | 0.1% | +0% | 72.6 |
| 64 |  $GOOG | Alphabet Inc. | $1.7M | 0.1% | -0% | 78.2 |
| 65 |  $MSFT | MICROSOFT CORP | $1.5M | 0.1% | -17% | 79.8 |
| 66 | — | AMERICAN CENTURY INVESTMENTS A VANTIS EMGMKT ETF - AVENTIS EMGMKT | $1.5M | 0.1% | -1% | — |
| 67 | — | Vanguard Div Apprciation - DIV APP ETF | $1.4M | 0.1% | +3% | — |
| 68 |  $AVGO | Broadcom Inc. | $1.4M | 0.1% | +38% | 84.5 |
| 69 | $WT | WisdomTree, Inc. | $1.2M | 0.1% | +0% | 59.9 |
| 70 |  $GS | GOLDMAN SACHS GROUP INC | $1.2M | 0.1% | +0% | 73.5 |
| 71 |  $INTU | INTUIT INC. | $1.2M | 0.1% | +0% | 79.3 |
| 72 |  $SYK | STRYKER CORP | $1.1M | 0.1% | +0% | 72.1 |
| 73 |  $SPY | SPDR S&P 500 ETF TRUST | $1.1M | 0.1% | +50% | — |
| 74 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.1% | -2% | 70.7 |
| 75 | — | First TRUST Value - SHS | $1.1M | 0.1% | +2% | — |
| 76 | — | Jpmorgan Dvrsfd Rtrn - DIV RTN INT EQ | $1.0M | 0.1% | +0% | — |
| 77 |  $DIS | Walt Disney Co | $968,153 | 0.1% | +0% | 60.1 |
| 78 | $WT | WisdomTree, Inc. | $967,357 | 0.1% | +0% | 59.9 |
| 79 | — | iShares MSCI Israel ETF - MSCI ISRAEL ETF | $966,646 | 0.1% | -4% | — |
| 80 |  $NU | Nu Holdings Ltd. | $956,819 | 0.1% | +0% | — |
| 81 |  $COST | COSTCO WHOLESALE CORP /NEW | $937,341 | 0.1% | -3% | 66.2 |
| 82 |  $XOM.R34088 | EXXON MOBIL CORP | $922,040 | 0.1% | +0% | 57.9 |
| 83 | $IVZ | Invesco Ltd. | $919,694 | 0.1% | +4% | — |
| 84 |  $JNJ | JOHNSON & JOHNSON | $905,923 | 0.1% | +0% | 69 |
| 85 | — | Ishares Tr S&P 100 Index - S&P 100 ETF | $885,771 | 0.1% | -3% | — |
| 86 | — | Ishares Russell Midcap - RUS MD CP GR ETF | $857,854 | 0.1% | -0% | — |
| 87 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $827,988 | 0.1% | NEW | — |
| 88 | — | iShares ESG MSCI USA Leaders ETF - ESG MSCI LEADR | $775,982 | 0.1% | +2% | — |
| 89 |  $V | VISA INC. | $750,681 | 0.1% | +0% | 82.9 |
| 90 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.1% | +0% | 73.8 |
| 91 | — | Nuveen Esg Mid Cap Value - NUVEEN ESG MIDVL | $744,244 | 0.1% | +0% | — |
| 92 | — | iShares ESG Screened S&P Mid-Cap ETF - ESG SCRD S&P MID | $712,525 | 0.1% | -0% | — |
| 93 | — | Ishares Core Msci Eafe - CORE MSCI EAFE | $703,484 | 0.1% | +1% | — |
| 94 | — | iShares Broad USD High Yield Corp Bd ETF - BROAD USD HIGH | $701,566 | 0.1% | +0% | — |
| 95 |  $META | Meta Platforms, Inc. | $651,977 | 0.0% | +0% | 79.6 |
| 96 | — | Ishares Russell 3000 - RUSSELL 3000 ETF | $648,981 | 0.0% | +0% | — |
| 97 |  $INTC | INTEL CORP | $645,789 | 0.0% | -18% | 45.6 |
| 98 | — | FIRST TRUST EXCHANGE-TRADED AL EM SML CP ALPH ETF - EM SML CP ALPH | $621,844 | 0.0% | +0% | — |
| 99 | — | Ishares TRUST S&P - CORE S&P500 ETF | $610,494 | 0.0% | -5% | — |
| 100 | $IVZ | Invesco Ltd. | $606,013 | 0.0% | NEW | — |
| 101 | — | Spdr Barclays Cnv - BBG CONV SEC ETF | $594,304 | 0.0% | +0% | — |
| 102 | — | Goldman Sachs Dynamic CA Muncpl Inc ETF - DYNAMIC CAL MUNI | $592,090 | 0.0% | -14% | — |
| 103 | — | iShares California Muni Bond ETF - CALIF MUN BD ETF | $590,003 | 0.0% | -14% | — |
| 104 |  $LRCX | LAM RESEARCH CORP | $580,662 | 0.0% | +0% | 79.4 |
| 105 |  $CVX | CHEVRON CORP | $574,690 | 0.0% | +0% | 62.8 |
| 106 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $558,865 | 0.0% | +0% | — |
| 107 | — | Vaneck Vectors Israel ETF - ISRAEL ETF | $555,770 | 0.0% | -5% | — |
| 108 | — | FlexShares Intl Qual Div ETF - INTL QLTDV IDX | $548,640 | 0.0% | +4% | — |
| 109 | — | Vanguard Info Technology - INF TECH ETF | $545,012 | 0.0% | +700% | — |
| 110 | — | Dimensional California Municipal Bd ETF - CALIF MUN BD ETF | $537,478 | 0.0% | -21% | — |
| 111 |  $MA | Mastercard Inc | $535,999 | 0.0% | -3% | 85.1 |
| 112 |  $D | DOMINION ENERGY, INC | $527,509 | 0.0% | +0% | 69.9 |
| 113 | — | Vanguard Mid Cap - MID CAP ETF | $522,636 | 0.0% | +300% | — |
| 114 |  $ASML | ASML HOLDING NV | $517,254 | 0.0% | +0% | — |
| 115 | — | DIMENSIONAL WLD EX US CR EQ 2 ETF - WORLD EX US CORE | $505,784 | 0.0% | +0% | — |
| 116 |  $JGH | Nuveen Global High Income Fund | $501,295 | 0.0% | +0% | — |
| 117 | — | Ishares S&P 500 Growth - S&P 500 GRWT ETF | $484,793 | 0.0% | -15% | — |
| 118 | — | NUVEEN ESG NUVEEN ESG LRG CAP VAL ETF - NUVEEN ESG LRGVL | $476,205 | 0.0% | +1% | — |
| 119 | $IVZ | Invesco Ltd. | $472,717 | 0.0% | -15% | — |
| 120 |  $IBIT | iShares Bitcoin Trust ETF | $461,466 | 0.0% | +0% | — |
| 121 |  $GE | GENERAL ELECTRIC CO | $457,939 | 0.0% | +0% | 73.8 |
| 122 | — | Nuveen Esg Emerging - NUVEEN ESG EMRGN | $417,359 | 0.0% | +0% | — |
| 123 | — | Ishares Tr S&P Midcap - CORE S&P MCP ETF | $409,855 | 0.0% | +0% | — |
| 124 |  $WMT | Walmart Inc. | $406,717 | 0.0% | +0% | 60.2 |
| 125 |  $MCD | MCDONALDS CORP | $398,437 | 0.0% | -6% | 69 |
| 126 | $IVZ | Invesco Ltd. | $397,484 | 0.0% | +7% | — |
| 127 | — | ISHARES TRUST CRE U S REIT ETF - CRE U S REIT ETF | $379,895 | 0.0% | +0% | — |
| 128 | — | Vanguard Value - VALUE ETF | $356,546 | 0.0% | -9% | — |
| 129 |  $STT | STATE STREET CORP | $345,459 | 0.0% | +0% | 71.5 |
| 130 | — | ISHARES TRUST IBONDS DEC 2031 TERM CORPOR - IBONDS DEC 2031 | $345,110 | 0.0% | +0% | — |
| 131 | — | FLEXSHARES TRUST HIG YLD VL ET F - HIG YLD VL ETF | $342,572 | 0.0% | +0% | — |
| 132 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $342,426 | 0.0% | +0% | 70 |
| 133 | — | Fidelity MSCI Information Tech ETF - MSCI INFO TECH I | $342,396 | 0.0% | +0% | — |
| 134 |  $PANW | Palo Alto Networks Inc | $342,043 | 0.0% | NEW | 65.5 |
| 135 | — | FIRST TRUST SENIOR LN FD ETF - SENIOR LN FD | $339,876 | 0.0% | -12% | — |
| 136 |  $AXON | AXON ENTERPRISE, INC. | $336,366 | 0.0% | +0% | 56.6 |
| 137 |  $AMAT | APPLIED MATERIALS INC /DE | $335,472 | 0.0% | NEW | 72.3 |
| 138 | — | Nuveen Esg Mid Cap - NUVEEN ESG MIDCP | $334,214 | 0.0% | -1% | — |
| 139 | — | Schwab 1000 ETF - 1000 INDEX ETF | $329,863 | 0.0% | +0% | — |
| 140 | — | Vanguard Mega Cap Value ETF - MEGA CAP VAL ETF | $326,900 | 0.0% | +0% | — |
| 141 | — | Ishares Ftse Nareit Res - RESIDENTIAL MULT | $324,782 | 0.0% | -2% | — |
| 142 |  $FPF | First Trust Intermediate Duration Preferred & Income Fund | $324,316 | 0.0% | +0% | — |
| 143 |  $GLD | SPDR GOLD TRUST | $323,806 | 0.0% | +3% | — |
| 144 |  $GBTC | Grayscale Bitcoin Trust ETF | $312,813 | 0.0% | +0% | — |
| 145 |  $JFR | NUVEEN FLOATING RATE INCOME FUND | $309,477 | 0.0% | +0% | — |
| 146 |  $COF | CAPITAL ONE FINANCIAL CORP | $307,149 | 0.0% | +0% | 62.4 |
| 147 | $IVZ | Invesco Ltd. | $304,448 | 0.0% | +0% | — |
| 148 | — | BlueStar Israel Technology ETF - AMPLIFY BLUESTAR | $302,522 | 0.0% | -5% | — |
| 149 | $IVZ | Invesco Ltd. | $302,460 | 0.0% | +0% | — |
| 150 | $IVZ | Invesco Ltd. | $296,606 | 0.0% | +11% | — |
| 151 |  $HYI | Western Asset High Yield Opportunity Fund Inc. | $293,632 | 0.0% | +0% | — |
| 152 |  $NOTV | Inotiv, Inc. | $284,013 | 0.0% | +0% | 27.2 |
| 153 |  $NFLX | NETFLIX INC | $281,602 | 0.0% | -49% | 78.8 |
| 154 |  $MS | MORGAN STANLEY | $280,741 | 0.0% | +0% | 75.8 |
| 155 | — | AVANTIS INTERNATNL SML CP VL ETF - INTL SMCP VLU | $280,296 | 0.0% | -3% | — |
| 156 | — | Alps TRUST Etf - BARRONS 400 ETF | $277,241 | 0.0% | +0% | — |
| 157 | $IVZ | Invesco Ltd. | $275,453 | 0.0% | -52% | — |
| 158 | $IVZ | Invesco Ltd. | $275,043 | 0.0% | +0% | — |
| 159 |  $AMD | ADVANCED MICRO DEVICES INC | $261,990 | 0.0% | NEW | 79.8 |
| 160 | $STT | STATE STREET CORP | $261,305 | 0.0% | +0% | 71.5 |
| 161 | — | Vanguard Small Cap - SMALL CP ETF | $257,575 | 0.0% | -0% | — |
| 162 | — | JP MORGAN ETF TRUST ULTRA SHRT INC ETF - ULTRA SHRT ETF | $248,198 | 0.0% | -96% | — |
| 163 |  $IMAX | IMAX CORP | $241,870 | 0.0% | +0% | 59.6 |
| 164 |  $NVS | NOVARTIS AG | $241,662 | 0.0% | +0% | — |
| 165 | — | FIRST TRUST PORTFOLIOS COM ETF - COM | $240,609 | 0.0% | -11% | — |
| 166 |  $EMR | EMERSON ELECTRIC CO | $239,776 | 0.0% | +0% | 65.3 |
| 167 |  $HD | HOME DEPOT, INC. | $238,647 | 0.0% | -6% | 60.3 |
| 168 | — | Jpmrg Dvsfd Retn Emrg - DIV RTN EM EQT | $237,246 | 0.0% | +0% | — |
| 169 |  $ADI | ANALOG DEVICES INC | $236,713 | 0.0% | NEW | 79.2 |
| 170 | — | Ishares Tr Russell - RUS 1000 ETF | $227,162 | 0.0% | NEW | — |
| 171 |  $VLO | VALERO ENERGY CORP/TX | $224,499 | 0.0% | +0% | 57.8 |
| 172 | — | Vanguard Health Care - HEALTH CAR ETF | $224,258 | 0.0% | -17% | — |
| 173 |  $RVMD | Revolution Medicines, Inc. | $223,612 | 0.0% | NEW | — |
| 174 |  $AXP | AMERICAN EXPRESS CO | $218,171 | 0.0% | NEW | 69.4 |
| 175 | — | Ishares Etf - CORE MSCI EMKT | $214,793 | 0.0% | -12% | — |
| 176 |  $RTX | RTX Corp | $210,411 | 0.0% | -64% | 73.2 |
| 177 | — | Pacer Dev Mkts Intl Csh Cows 100 ETF - DEVELOPED MRKT | $208,983 | 0.0% | -50% | — |
| 178 |  $ORCL | ORACLE CORP | $203,265 | 0.0% | +0% | 66.2 |
| 179 |  $LMT | LOCKHEED MARTIN CORP | $202,256 | 0.0% | +0% | 65.6 |
| 180 | $IVZ | Invesco Ltd. | $180,032 | 0.0% | NEW | — |
| 181 | $IVZ | Invesco Ltd. | $167,455 | 0.0% | +0% | — |
| 182 |  $TTRX | Turn Therapeutics Inc. | $131,400 | 0.0% | +0% | — |
| 183 | — | CohBar Inc - COM NEW | $74,411 | 0.0% | +0% | — |
New Positions (9)
$HOG HARLEY-DAVIDSON, INC.$14.8M$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$827,988$PANW Palo Alto Networks Inc$342,043$AMAT APPLIED MATERIALS INC /DE$335,472$AMD ADVANCED MICRO DEVICES INC$261,990$ADI ANALOG DEVICES INC$236,713 Ishares Tr Russell - RUS 1000 ETF$227,162
$RVMD Revolution Medicines, Inc.$223,612$AXP AMERICAN EXPRESS CO$218,171
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