TD PRIVATE CLIENT WEALTH LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1551017
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$5.4B
Holdings
1,698
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
TD PRIVATE CLIENT WEALTH LLC disclosed 1,698 positions worth $5.4B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 131 new positions and exited 80 — including a new stake in $HONA and a full exit from $PRIM. The portfolio is most concentrated in Other (74.2% of disclosed assets). All figures are sourced directly from TD PRIVATE CLIENT WEALTH LLC’s Form 13F-HR filing with the SEC under CIK 1551017.
AI Fund Analysis
ConcentratingSPDR SER TR STATE STR SPDR
8.9% weight
Held 9 quarters
ISHARES TR CORE MSCI EAFE
6.6% weight
Held 9 quarters
VANGUARD SCOTTSDALE FDS VA
4.9% weight
Held 9 quarters
$SPY4.0% weight
Held 9 quarters
ISHARES TR U S TREAS BD ET
3.7% weight
Held 9 quarters
SPDR SER TR STATE STR SPDR
8 quarters accumulating
ISHARES TR CORE MSCI EAFE
8 quarters accumulating
VANGUARD SCOTTSDALE FDS VA
8 quarters accumulating
ISHARES TR U S TREAS BD ET
8 quarters accumulating
VANGUARD INDEX FDS VANGUAR
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF - EXCHANGE TRADED FUND
—Quality
$484.1M5,508,862 shISHARES TR CORE MSCI EAFE ETF - EXCHANGE TRADED FUND
—Quality
$357.9M3,705,860 shVANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF - EXCHANGE TRADED FUND
—Quality
$266.5M5,693,728 sh- —
Quality
$217.8M291,642 sh ISHARES TR U S TREAS BD ETF - EXCHANGE TRADED FUND
—Quality
$201.9M8,863,673 shVANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF - EXCHANGE TRADED FUND
—Quality
$155.7M632,279 shISHARES TR CORE DIVID GROWTH ETF - EXCHANGE TRADED FUND
—Quality
$154.3M2,036,157 shISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF - EXCHANGE TRADED FUND
—Quality
$153.3M2,883,337 shVANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS - EXCHANGE TRADED FUND
—Quality
$141.7M1,715,087 shVANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD - EXCHANGE TRADED FUND
—Quality
$128.1M2,200,571 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF - EXCHANGE TRADED FUND | — | $484.1M | 5,508,862 |
| ISHARES TR CORE MSCI EAFE ETF - EXCHANGE TRADED FUND | — | $357.9M | 3,705,860 |
| VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF - EXCHANGE TRADED FUND | — | $266.5M | 5,693,728 |
| SPDR S&P 500 ETF TRUST$SPY | — | $217.8M | 291,642 |
| ISHARES TR U S TREAS BD ETF - EXCHANGE TRADED FUND | — | $201.9M | 8,863,673 |
| VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF - EXCHANGE TRADED FUND | — | $155.7M | 632,279 |
| ISHARES TR CORE DIVID GROWTH ETF - EXCHANGE TRADED FUND | — | $154.3M | 2,036,157 |
| ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF - EXCHANGE TRADED FUND | — | $153.3M | 2,883,337 |
| VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS - EXCHANGE TRADED FUND | — | $141.7M | 1,715,087 |
| VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD - EXCHANGE TRADED FUND | — | $128.1M | 2,200,571 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of TD PRIVATE CLIENT WEALTH LLC's 1,698 positions.
Showing top 10 of 1,698 holdings.
Sector Allocation
Other
$4.0B
Technology
$461.4M
Financials
$291.6M
Healthcare
$128.8M
Industrials
$123.7M
Consumer Discretionary
$110.5M
Energy
$63.7M
Consumer Staples
$62.9M
Top Holdings — TD PRIVATE CLIENT WEALTH LLC (Q2 2026)
Top 150 of 1,698 disclosed positions (by reported value) 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 SER TR STATE STR SPDR PORT S&P 500 ETF - EXCHANGE TRADED FUND | $484.1M | 8.9% | +6% | — |
| 2 | — | ISHARES TR CORE MSCI EAFE ETF - EXCHANGE TRADED FUND | $357.9M | 6.6% | +9% | — |
| 3 | — | VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF - EXCHANGE TRADED FUND | $266.5M | 4.9% | +8% | — |
| 4 | $SPY | SPDR S&P 500 ETF TRUST | $217.8M | 4.0% | -4% | — |
| 5 | — | ISHARES TR U S TREAS BD ETF - EXCHANGE TRADED FUND | $201.9M | 3.7% | +8% | — |
| 6 | — | VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF - EXCHANGE TRADED FUND | $155.7M | 2.9% | +8% | — |
| 7 | — | ISHARES TR CORE DIVID GROWTH ETF - EXCHANGE TRADED FUND | $154.3M | 2.8% | +9% | — |
| 8 | — | ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF - EXCHANGE TRADED FUND | $153.3M | 2.8% | +22% | — |
| 9 | — | VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS - EXCHANGE TRADED FUND | $141.7M | 2.6% | +542% | — |
| 10 | — | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD - EXCHANGE TRADED FUND | $128.1M | 2.4% | +6% | — |
| 11 | — | VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS - EXCHANGE TRADED FUND | $105.4M | 1.9% | -5% | — |
| 12 | — | ISHARES INC CORE MSCI EMERGING MKTS ETF - EXCHANGE TRADED FUND | $99.5M | 1.8% | +13% | — |
| 13 | — | ISHARES TR 20 plus YR TREAS BD ETF - EXCHANGE TRADED FUND | $70.3M | 1.3% | +10% | — |
| 14 | — | ISHARES TR 1-3 YR TREAS BD ETF - EXCHANGE TRADED FUND | $67.2M | 1.2% | -2% | — |
| 15 | — | ISHARES TR MSCI EAFE ETF - EXCHANGE TRADED FUND | $63.5M | 1.2% | +5% | — |
| 16 |  $NVDA | NVIDIA CORP | $56.4M | 1.0% | -2% | 85.9 |
| 17 |  $IVZ | Invesco Ltd. | $56.3M | 1.0% | +23% | — |
| 18 | — | VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD - EXCHANGE TRADED FUND | $55.6M | 1.0% | +1% | — |
| 19 | — | ISHARES TR 1-5 YR INVT GRADE CORPORATE BD ETF - EXCHANGE TRADED FUND | $55.4M | 1.0% | +7% | — |
| 20 | — | ISHARES TR CORE S&P 500 ETF - EXCHANGE TRADED FUND | $54.7M | 1.0% | +1% | — |
| 21 | — | VANGUARD INDEX FDS S&P 500 ETF SHS NEW - EXCHANGE TRADED FUND | $52.4M | 1.0% | -1% | — |
| 22 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $51.0M | 0.9% | -4% | — |
| 23 | — | ISHARES TR CORE U S AGGREGATE BD ETF - EXCHANGE TRADED FUND | $50.9M | 0.9% | +4% | — |
| 24 |  $AAPL | Apple Inc. | $48.7M | 0.9% | +3% | 76.4 |
| 25 | — | ISHARES TR RUSSELL 1000 GROWTH ETF - EXCHANGE TRADED FUND | $48.1M | 0.9% | +286% | — |
| 26 | — | ISHARES TR 3-7 YR TREAS BD ETF - EXCHANGE TRADED FUND | $46.3M | 0.8% | -4% | — |
| 27 | — | VANGUARD INDEX FDS VANGUARD VALUE ETF - EXCHANGE TRADED FUND | $41.2M | 0.8% | +2% | — |
| 28 |  $MSFT | MICROSOFT CORP | $40.0M | 0.7% | -9% | 79.8 |
| 29 | — | VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS ISIN#US92206C6802 - EXCHANGE TRADED FUND | $38.7M | 0.7% | +4% | — |
| 30 |  $AMZN | AMAZON COM INC | $37.7M | 0.7% | +5% | 68.7 |
| 31 | — | VANGUARD INDEX FDS VANGUARD MID-CAP ETF - EXCHANGE TRADED FUND | $37.2M | 0.7% | +337% | — |
| 32 |  $GOOG | Alphabet Inc. | $35.2M | 0.7% | +8% | 78.2 |
| 33 | — | VANGUARD INDEX FDS VANGUARD GROWTH ETF - EXCHANGE TRADED FUND | $33.8M | 0.6% | +482% | — |
| 34 | — | VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS - EXCHANGE TRADED FUND | $33.1M | 0.6% | +18% | — |
| 35 | — | SCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETF - EXCHANGE TRADED FUND | $30.2M | 0.6% | -2% | — |
| 36 | — | ISHARES TR S&P 500 GROWTH ETF - EXCHANGE TRADED FUND | $28.7M | 0.5% | -8% | — |
| 37 | — | ISHARES TR MSCI EAFE VALUE ETF - EXCHANGE TRADED FUND | $28.3M | 0.5% | +1% | — |
| 38 | — | ISHARES TR IBOXX USD INVT GRADE CORP BD ETF - EXCHANGE TRADED FUND | $26.0M | 0.5% | +11% | — |
| 39 | — | ISHARES TR CORE S&P MID-CAP ETF - EXCHANGE TRADED FUND | $25.1M | 0.5% | -1% | — |
| 40 | — | SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF - EXCHANGE TRADED FUND | $25.1M | 0.5% | +7% | — |
| 41 | — | ISHARES TR RUSSELL 2000 ETF - EXCHANGE TRADED FUND | $24.9M | 0.5% | -15% | — |
| 42 |  $AVGO | Broadcom Inc. | $23.7M | 0.4% | -5% | 84.5 |
| 43 |  $JPM | JPMORGAN CHASE & CO | $23.0M | 0.4% | -6% | 70.7 |
| 44 | — | PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX EXCHANGE-TRADED FD - EXCHANGE TRADED FUND | $22.8M | 0.4% | +7% | — |
| 45 | — | ISHARES TR RUSSELL 1000 VALUE ETF - EXCHANGE TRADED FUND | $22.4M | 0.4% | +2% | — |
| 46 | — | ISHARES TR INTL SELECT DIVID ETF INDEX FD - EXCHANGE TRADED FUND | $20.8M | 0.4% | +6% | — |
| 47 | — | DBX ETF TR X TRACKERS USD HIGH YIELD CORP BF ETF - EXCHANGE TRADED FUND | $19.2M | 0.3% | +18% | — |
| 48 |  $GLD | SPDR GOLD TRUST | $19.0M | 0.3% | +25% | — |
| 49 | — | ISHARES TR S&P 500 VALUE ETF - EXCHANGE TRADED FUND | $18.4M | 0.3% | -1% | — |
| 50 | — | VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF - EXCHANGE TRADED FUND | $17.7M | 0.3% | +4% | — |
| 51 |  $ABBV | AbbVie Inc. | $17.1M | 0.3% | +3% | 72.6 |
| 52 | — | ISHARES TR SHORT-TERM NATL MUN BD ETF FD - EXCHANGE TRADED FUND | $17.0M | 0.3% | +7% | — |
| 53 |  $META | Meta Platforms, Inc. | $16.9M | 0.3% | +4% | 79.6 |
| 54 | — | SPDR SER TR STATE STREET SPDR NUVEEN BLOOMBERG MUN BD ETF - EXCHANGE TRADED FUND | $16.0M | 0.3% | +10% | — |
| 55 | — | ISHARES TR CORE S&P SMALL-CAP ETF - EXCHANGE TRADED FUND | $15.2M | 0.3% | -1% | — |
| 56 | — | ISHARES TR RUSSELL 1000 ETF - EXCHANGE TRADED FUND | $15.1M | 0.3% | -27% | — |
| 57 | $META | Meta Platforms, Inc. | $14.5M | 0.3% | -23% | 79.6 |
| 58 | — | ISHARES TR 7-10 YR TREAS BD ETF - EXCHANGE TRADED FUND | $14.3M | 0.3% | +3% | — |
| 59 |  $GOOGL | Alphabet Inc. | $14.3M | 0.3% | -7% | 78.2 |
| 60 |  $MU | MICRON TECHNOLOGY INC | $14.0M | 0.3% | -21% | 86.2 |
| 61 |  $CVX | CHEVRON CORP | $13.5M | 0.3% | -12% | 62.8 |
| 62 | — | ISHARES TR CORE S&P U S GROWTH ETF - EXCHANGE TRADED FUND | $13.0M | 0.2% | +10% | — |
| 63 | — | VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF - EXCHANGE TRADED FUND | $12.7M | 0.2% | +686% | — |
| 64 | — | ISHARES TR SELECT DIVID ETF FD - EXCHANGE TRADED FUND | $12.6M | 0.2% | +30% | — |
| 65 |  $PM | Philip Morris International Inc. | $12.4M | 0.2% | -6% | 75.9 |
| 66 | — | VANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETF - EXCHANGE TRADED FUND | $12.3M | 0.2% | -2% | — |
| 67 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $12.0M | 0.2% | -7% | — |
| 68 | — | SPDR SER TR STATE STREET SPDR S&P DIVID ETF - EXCHANGE TRADED FUND | $11.9M | 0.2% | -2% | — |
| 69 | — | VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF - EXCHANGE TRADED FUND | $11.8M | 0.2% | +5% | — |
| 70 | — | VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF - EXCHANGE TRADED FUND | $11.6M | 0.2% | -3% | — |
| 71 |  $CVS | CVS HEALTH Corp | $11.5M | 0.2% | +4% | 59.4 |
| 72 | $IVZ | Invesco Ltd. | $11.3M | 0.2% | +604% | — |
| 73 |  $SNPS | SYNOPSYS INC | $11.1M | 0.2% | +9% | 67.9 |
| 74 | — | VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF - EXCHANGE TRADED FUND | $10.9M | 0.2% | +17% | — |
| 75 |  $PLD | Prologis, Inc. | $10.6M | 0.2% | -4% | 68.3 |
| 76 | — | VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 VALUE INDEX FD ETF SHS - EXCHANGE TRADED FUND | $10.6M | 0.2% | +5% | — |
| 77 |  $MDT | Medtronic plc | $10.5M | 0.2% | +6% | 68.7 |
| 78 |  $JNJ | JOHNSON & JOHNSON | $10.2M | 0.2% | +24% | 69 |
| 79 |  $CSCO | CISCO SYSTEMS, INC. | $9.9M | 0.2% | -8% | 70.3 |
| 80 | — | ISHARES TR RUSSELL MID-CAP ETF - EXCHANGE TRADED FUND | $9.8M | 0.2% | +9% | — |
| 81 | — | SPDR SER TR STATE STREET SPDR NUVEEN BLOOMBERG SHORT TERM MUN BD ETF - EXCHANGE TRADED FUND | $9.7M | 0.2% | -7% | — |
| 82 | — | ISHARES TR CORE S&P U S VALUE ETF - EXCHANGE TRADED FUND | $9.6M | 0.2% | -7% | — |
| 83 | — | VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF - EXCHANGE TRADED FUND | $9.0M | 0.2% | +7% | — |
| 84 | — | SPDR SER TR STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BD ETF - EXCHANGE TRADED FUND | $9.0M | 0.2% | +34% | — |
| 85 |  $VZ | VERIZON COMMUNICATIONS INC | $9.0M | 0.2% | +8% | 65.8 |
| 86 |  $WT | WisdomTree, Inc. | $8.8M | 0.2% | +2% | 59.9 |
| 87 |  $MA | Mastercard Inc | $8.7M | 0.2% | -4% | 85.1 |
| 88 |  $WFC | WELLS FARGO & COMPANY/MN | $8.7M | 0.2% | -2% | 61.8 |
| 89 |  $KLAC | KLA CORP | $8.5M | 0.2% | +1235% | 78.6 |
| 90 | — | FIDELITY COVINGTON TR ENHANCED SMALL CAP CORE ETF - EXCHANGE TRADED FUND | $8.5M | 0.2% | +37% | — |
| 91 |  $GILD | GILEAD SCIENCES, INC. | $8.3M | 0.1% | -6% | 57.4 |
| 92 |  $BTI | British American Tobacco p.l.c. | $8.2M | 0.1% | -0% | — |
| 93 |  $MRK | Merck & Co., Inc. | $8.2M | 0.1% | +7% | 59.9 |
| 94 | — | SPDR SER TR STATE STR SPDR PORTFOLIO SHORT TERM CORPORATE BD ETF - EXCHANGE TRADED FUND | $8.1M | 0.1% | +11% | — |
| 95 |  $USB | US BANCORP \DE\ | $8.0M | 0.1% | +2% | 65.3 |
| 96 |  $AMAT | APPLIED MATERIALS INC /DE | $7.9M | 0.1% | -15% | 72.3 |
| 97 |  $ADI | ANALOG DEVICES INC | $7.5M | 0.1% | -8% | 79.2 |
| 98 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.5M | 0.1% | -11% | 73.8 |
| 99 |  $TSLA | Tesla, Inc. | $7.2M | 0.1% | +6% | 53.9 |
| 100 |  $PAYX | PAYCHEX INC | $7.2M | 0.1% | -3% | 74.6 |
| 101 | — | VANGUARD INTL FD FTSE DEVELOPED MKTS ETF - EXCHANGE TRADED FUND | $7.0M | 0.1% | +4% | — |
| 102 | — | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF - EXCHANGE TRADED FUND | $6.9M | 0.1% | -7% | — |
| 103 | — | ISHARES TR NATL MUN BD ETF FD - EXCHANGE TRADED FUND | $6.9M | 0.1% | -9% | — |
| 104 |  $LLY | ELI LILLY & Co | $6.8M | 0.1% | -4% | 87.5 |
| 105 |  $V | VISA INC. | $6.8M | 0.1% | +6% | 82.9 |
| 106 |  $HD | HOME DEPOT, INC. | $6.7M | 0.1% | -4% | 60.3 |
| 107 |  $WEC | WEC ENERGY GROUP, INC. | $6.6M | 0.1% | +11% | 60.1 |
| 108 |  $LIN | LINDE PLC | $6.6M | 0.1% | +30% | — |
| 109 | — | VANECK ETF TR URANIUM and NUCLEAR ENERGY ETF - EXCHANGE TRADED FUND | $6.6M | 0.1% | +26% | — |
| 110 |  $GS | GOLDMAN SACHS GROUP INC | $6.5M | 0.1% | -2% | 73.5 |
| 111 |  $ASML | ASML HOLDING NV | $6.5M | 0.1% | +23% | — |
| 112 |  $DUK | Duke Energy CORP | $6.4M | 0.1% | -1% | 56.4 |
| 113 |  $AMGN | AMGEN INC | $6.3M | 0.1% | -3% | 79.2 |
| 114 |  $MCHP | MICROCHIP TECHNOLOGY INC | $6.1M | 0.1% | +8% | 52.9 |
| 115 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $6.1M | 0.1% | +12% | 66.8 |
| 116 |  $ENB | ENBRIDGE INC | $6.0M | 0.1% | +2% | 66.7 |
| 117 | — | SELECT SECTOR SPDR TR STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - EXCHANGE TRADED FUND | $6.0M | 0.1% | +5% | — |
| 118 |  $GEV | GE Vernova Inc. | $6.0M | 0.1% | -9% | 81.1 |
| 119 |  $MET | METLIFE INC | $5.9M | 0.1% | -10% | 56.2 |
| 120 |  $RTX | RTX Corp | $5.8M | 0.1% | -14% | 73.2 |
| 121 |  $CAT | CATERPILLAR INC | $5.8M | 0.1% | +13% | 66.5 |
| 122 |  $AMD | ADVANCED MICRO DEVICES INC | $5.8M | 0.1% | -14% | 79.8 |
| 123 |  $ANET | Arista Networks, Inc. | $5.7M | 0.1% | +9% | 81.9 |
| 124 | — | SCHWAB STRATEGIC TR US LARGE-CAP ETF - EXCHANGE TRADED FUND | $5.7M | 0.1% | +1% | — |
| 125 |  $MDLZ | Mondelez International, Inc. | $5.7M | 0.1% | +6% | 56.4 |
| 126 |  $STT | STATE STREET CORP | $5.6M | 0.1% | +19% | 71.5 |
| 127 |  $FE | FIRSTENERGY CORP | $5.6M | 0.1% | +5% | 61.5 |
| 128 |  $SNY | Sanofi | $5.5M | 0.1% | -0% | — |
| 129 |  $C | CITIGROUP INC | $5.4M | 0.1% | +3% | 65 |
| 130 |  $CME | CME GROUP INC. | $5.4M | 0.1% | -1% | 69.5 |
| 131 |  $ETR | ENTERGY CORP /DE/ | $5.4M | 0.1% | -15% | 59.5 |
| 132 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $5.3M | 0.1% | -11% | 73.7 |
| 133 |  $WMT | Walmart Inc. | $5.3M | 0.1% | -4% | 60.2 |
| 134 |  $TXN | TEXAS INSTRUMENTS INC | $5.3M | 0.1% | +11% | 73.4 |
| 135 |  $TTE | TotalEnergies SE | $5.3M | 0.1% | -19% | 50.6 |
| 136 | — | VANECK ETF TR SEMICONDUCTOR ETF - EXCHANGE TRADED FUND | $5.3M | 0.1% | -19% | — |
| 137 |  $PEP | PEPSICO INC | $5.3M | 0.1% | -2% | 63.4 |
| 138 |  $PFE | PFIZER INC | $5.2M | 0.1% | +5% | 62 |
| 139 |  $MS | MORGAN STANLEY | $5.2M | 0.1% | -2% | 75.8 |
| 140 | — | VANGUARD MALVERN FDS SHORT-TERM INFLATION PROTECTED SECS INDEX FD ETF SHS - EXCHANGE TRADED FUND | $5.1M | 0.1% | +36% | — |
| 141 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $5.1M | 0.1% | -3% | 65.1 |
| 142 |  $PG | PROCTER & GAMBLE Co | $5.0M | 0.1% | +7% | 64.6 |
| 143 | — | VANGUARD SCOTTSDALE FDS VANGUARD LONG-TERM CORPORATE BOND INDEX FUND - EXCHANGE TRADED FUND | $5.0M | 0.1% | +78% | — |
| 144 |  $UNH | UNITEDHEALTH GROUP INC | $5.0M | 0.1% | +105% | 62.7 |
| 145 | — | J P MORGAN EXCHANGE-TRADED FD TR EQUITY PREMIUM INCOME ETF - EXCHANGE TRADED FUND | $4.9M | 0.1% | +33% | — |
| 146 |  $CMI | CUMMINS INC | $4.8M | 0.1% | -32% | 58.1 |
| 147 | — | SCHWAB STRATEGIC TR US MID-CAP ETF - EXCHANGE TRADED FUND | $4.8M | 0.1% | +29% | — |
| 148 |  $XOM.R34088 | EXXON MOBIL CORP | $4.8M | 0.1% | -20% | 57.9 |
| 149 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $4.8M | 0.1% | +8% | 63.6 |
| 150 | — | ISHARES TR MSCI INTL MOMENTUM FACTOR ETF - EXCHANGE TRADED FUND | $4.8M | 0.1% | +212% | — |
New Positions (131)
$HONA Honeywell Aerospace Inc.$3.4M AB ACTIVE ETFS INC TAX-AWARE SHORT DURATION MUN ETF - EXCHANGE TRADED FUND$2.5M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$1.9M
$HR Healthcare Realty Trust Inc$565,607
$MYRG MYR GROUP INC.$232,686
$CATY CATHAY GENERAL BANCORP$175,556
$FDXF FedEx Freight Holding Company, Inc.$52,246 ISHARES TR 1-3 YR INTL TREAS BD ETF - EXCHANGE TRADED FUND$48,259
SCHWAB STRATEGIC TR US REIT ETF - EXCHANGE TRADED FUND$43,808
$ARMK Aramark$25,605
$SFL SFL Corp Ltd.$21,145
$TEN TSAKOS ENERGY NAVIGATION LTD$19,595
$WSE Wise Group plc$16,090
$FLNG Flex LNG Ltd.$15,237
$TRMD TORM plc$13,082Exited Positions (80)
$PRIM Primoris Services Corp
$CSGS CSG SYSTEMS INTERNATIONAL INC ISHARES TR
$TU TELUS CORP
$BVN BUENAVENTURA MINING CO INC
$KT KT CORP
$CTRA Coterra Energy Inc.
$SLAB SILICON LABORATORIES INC. NUVEEN S&P 500 DYNAMIC OVERW
$SMPL Simply Good Foods Co
$BBT Beacon Financial Corp
$HUBG Hub Group, Inc.
$HOLX HOLOGIC INC FRANKLIN TEMPLETON ETF TR
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