Welch Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1443095
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$2.9B
incl. option notional
Equity Holdings
ⓘ$2.9B
Option Notional
ⓘ$3.8M
$3.8M puts / $0 calls
Holdings
326
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Welch Group, LLC disclosed 326 positions worth $2.9B in its Form 13F-HR for Q2 2026 — $2.9B in common stock plus $3.8M of put/call option positions (reported at underlying notional value, not premium at risk), led by $AAPL (Apple Inc.) at 3.7% of the equity portfolio, followed by $CSCO and $ABBV. During the quarter the fund opened 28 new positions and exited 12 — including a new stake in $TSLA and a full exit from $HON. The portfolio is most concentrated in Technology (26.5% of disclosed assets). All figures are sourced directly from Welch Group, LLC’s Form 13F-HR filing with the SEC under CIK 1443095.
AI Fund Analysis
StableSector Allocation
TechnologyFinancialsIndustrialsHealthcareUtilitiesConsumer Discretionary
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$TSLAPUT$1M notional
$AMATPUT$723K notional
$VPUT$686K notional
$AMDPUT$581K notional
$GOOGPUT$357K notional
$NVDAPUT$200K notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$107.9M372,791 sh - 70.3#224
Quality
$106.5M906,782 sh - 72.6#148
Quality
$93.5M371,366 sh - 70.7
Quality
$90.6M276,835 sh - 69.0
Quality
$90.5M356,484 sh - 73.2
Quality
$87.7M461,989 sh - 70.0
Quality
$84.8M301,425 sh - 69.1
Quality
$83.3M959,733 sh - 79.8
Quality
$82.0M219,788 sh - 70.5
Quality
$76.3M413,112 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.4#84 | $107.9M | 372,791 |
 CISCO SYSTEMS, INC.$CSCO | 70.3#224 | $106.5M | 906,782 |
 AbbVie Inc.$ABBV | 72.6#148 | $93.5M | 371,366 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $90.6M | 276,835 |
 JOHNSON & JOHNSON$JNJ | 69.0 | $90.5M | 356,484 |
 RTX Corp$RTX | 73.2 | $87.7M | 461,989 |
 INTERNATIONAL BUSINESS MACHINES CORP$IBM | 70.0 | $84.8M | 301,425 |
 ServisFirst Bancshares, Inc.$SFBS | 69.1 | $83.3M | 959,733 |
 MICROSOFT CORP$MSFT | 79.8 | $82.0M | 219,788 |
 QUALCOMM INC/DE$QCOM | 70.5 | $76.3M | 413,112 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Welch Group, LLC's 326 positions.
Showing top 10 of 326 holdings.
Sector Allocation
Technology
$775.9M
Financials
$487.1M
Industrials
$348.5M
Healthcare
$277.0M
Utilities
$272.2M
Consumer Discretionary
$196.4M
Consumer Staples
$193.6M
Energy
$151.6M
Full Holdings — Welch Group, LLC (Q2 2026)
All 326 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 | $AAPL | Apple Inc. | $107.9M | 3.7% | -1% | 76.4 |
| 2 | $CSCO | CISCO SYSTEMS, INC. | $106.5M | 3.6% | -4% | 70.3 |
| 3 | $ABBV | AbbVie Inc. | $93.5M | 3.2% | +1% | 72.6 |
| 4 | $JPM | JPMORGAN CHASE & CO | $90.6M | 3.1% | -0% | 70.7 |
| 5 | $JNJ | JOHNSON & JOHNSON | $90.5M | 3.1% | -1% | 69 |
| 6 | $RTX | RTX Corp | $87.7M | 3.0% | -0% | 73.2 |
| 7 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $84.8M | 2.9% | +2% | 70 |
| 8 | $SFBS | ServisFirst Bancshares, Inc. | $83.3M | 2.9% | -2% | 69.1 |
| 9 | $MSFT | MICROSOFT CORP | $82.0M | 2.8% | +3% | 79.8 |
| 10 | $QCOM | QUALCOMM INC/DE | $76.3M | 2.6% | -1% | 70.5 |
| 11 |  $TXN | TEXAS INSTRUMENTS INC | $76.2M | 2.6% | -4% | 73.4 |
| 12 |  $SO | SOUTHERN CO | $75.4M | 2.6% | +1% | 62 |
| 13 |  $NEE | NEXTERA ENERGY INC | $75.3M | 2.6% | +1% | 64.6 |
| 14 |  $CINF | CINCINNATI FINANCIAL CORP | $73.3M | 2.5% | -0% | 84.3 |
| 15 |  $CVX | CHEVRON CORP | $71.6M | 2.5% | +0% | 62.8 |
| 16 |  $XOM.R34088 | EXXON MOBIL CORP | $71.1M | 2.4% | -1% | 57.9 |
| 17 |  $HD | HOME DEPOT, INC. | $70.7M | 2.4% | +5% | 60.3 |
| 18 |  $EMR | EMERSON ELECTRIC CO | $66.8M | 2.3% | +0% | 65.3 |
| 19 |  $TFC | TRUIST FINANCIAL CORP | $66.7M | 2.3% | +1% | 76.4 |
| 20 |  $LMT | LOCKHEED MARTIN CORP | $66.4M | 2.3% | +3% | 65.6 |
| 21 |  $MCD | MCDONALDS CORP | $60.8M | 2.1% | +5% | 69 |
| 22 |  $AJG | Arthur J. Gallagher & Co. | $60.2M | 2.1% | +4% | 71.2 |
| 23 |  $ED | CONSOLIDATED EDISON INC | $59.0M | 2.0% | +1% | 67.3 |
| 24 |  $CL | COLGATE PALMOLIVE CO | $58.1M | 2.0% | +1% | 61.3 |
| 25 |  $PG | PROCTER & GAMBLE Co | $55.6M | 1.9% | +2% | 64.6 |
| 26 |  $PFE | PFIZER INC | $52.8M | 1.8% | +2% | 62 |
| 27 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $52.6M | 1.8% | +2% | 66.8 |
| 28 |  $VZ | VERIZON COMMUNICATIONS INC | $50.9M | 1.7% | -0% | 65.8 |
| 29 |  $KMB | KIMBERLY CLARK CORP | $50.7M | 1.7% | +3% | 58.7 |
| 30 |  $PAYX | PAYCHEX INC | $49.5M | 1.7% | +4% | 74.6 |
| 31 |  $PEP | PEPSICO INC | $46.9M | 1.6% | +2% | 63.4 |
| 32 |  $CAT | CATERPILLAR INC | $40.6M | 1.4% | -2% | 66.5 |
| 33 |  $NVDA | NVIDIA CORP | $34.8M | 1.2% | -1% | 85.9 |
| 34 |  $AMD | ADVANCED MICRO DEVICES INC | $33.1M | 1.1% | -15% | 79.8 |
| 35 |  $MU | MICRON TECHNOLOGY INC | $32.2M | 1.1% | -22% | 86.2 |
| 36 | — | PIMCO ETF TR - MULTISECTOR BD | $24.2M | 0.8% | +20% | — |
| 37 |  $KO | COCA COLA CO | $22.8M | 0.8% | +2% | 69.5 |
| 38 |  $GOOG | Alphabet Inc. | $22.5M | 0.8% | -1% | 78.2 |
| 39 |  $LLY | ELI LILLY & Co | $18.1M | 0.6% | +97% | 87.5 |
| 40 |  $DE | DEERE & CO | $17.8M | 0.6% | +4% | 55.4 |
| 41 |  $PANW | Palo Alto Networks Inc | $17.6M | 0.6% | +3% | 65.5 |
| 42 |  $AMAT | APPLIED MATERIALS INC /DE | $17.4M | 0.6% | +10% | 72.3 |
| 43 |  $AMZN | AMAZON COM INC | $16.6M | 0.6% | +3% | 68.7 |
| 44 |  $GS | GOLDMAN SACHS GROUP INC | $16.5M | 0.6% | +2% | 73.5 |
| 45 |  $V | VISA INC. | $15.1M | 0.5% | +7% | 82.9 |
| 46 | — | ISHARES TR - CORE S&P500 ETF | $13.7M | 0.5% | -0% | — |
| 47 |  $AVGO | Broadcom Inc. | $13.2M | 0.5% | +4% | 84.5 |
| 48 |  $TJX | TJX COMPANIES INC /DE/ | $12.1M | 0.4% | +6% | 68.7 |
| 49 |  $ORCL | ORACLE CORP | $11.6M | 0.4% | +6% | 66.2 |
| 50 |  $CARR | CARRIER GLOBAL Corp | $11.3M | 0.4% | +7% | 56.6 |
| 51 |  $META | Meta Platforms, Inc. | $11.0M | 0.4% | +13% | 79.6 |
| 52 |  $TGT | TARGET CORP | $10.9M | 0.4% | +5% | 60.7 |
| 53 |  $MA | Mastercard Inc | $10.7M | 0.4% | +14% | 85.1 |
| 54 |  $SHW | SHERWIN WILLIAMS CO | $10.7M | 0.4% | +15% | 61.3 |
| 55 |  $BX | Blackstone Inc. | $10.3M | 0.3% | +9% | 74.4 |
| 56 |  $SYK | STRYKER CORP | $10.1M | 0.3% | +20% | 72.1 |
| 57 |  $GL | GLOBE LIFE INC. | $8.2M | 0.3% | -1% | 66 |
| 58 |  $VMC | Vulcan Materials CO | $8.1M | 0.3% | -0% | 63.5 |
| 59 |  $TSLA | Tesla, Inc. | $6.9M | 0.2% | -1% | 53.9 |
| 60 |  $AXP | AMERICAN EXPRESS CO | $6.4M | 0.2% | +0% | 69.4 |
| 61 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $5.8M | 0.2% | -3% | — |
| 62 |  $WMT | Walmart Inc. | $5.7M | 0.2% | +2% | 60.2 |
| 63 |  $SPY | SPDR S&P 500 ETF TRUST | $5.5M | 0.2% | +39% | — |
| 64 |  $MRK | Merck & Co., Inc. | $4.8M | 0.2% | +1% | 59.9 |
| 65 |  $GOOGL | Alphabet Inc. | $4.8M | 0.2% | +3% | 78.2 |
| 66 |  $NSC | NORFOLK SOUTHERN CORP | $4.6M | 0.2% | +0% | 63.2 |
| 67 |  $RF | REGIONS FINANCIAL CORP | $4.5M | 0.2% | +0% | 61.5 |
| 68 |  $GLDM | World Gold Trust | $4.5M | 0.1% | +15% | — |
| 69 |  $AFL | AFLAC INC | $4.5M | 0.1% | -15% | 61.3 |
| 70 |  $PM | Philip Morris International Inc. | $3.9M | 0.1% | +1% | 75.9 |
| 71 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $3.8M | 0.1% | -2% | — |
| 72 |  $MOD | MODINE MANUFACTURING CO | $3.5M | 0.1% | +0% | 56.3 |
| 73 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.3M | 0.1% | +0% | — |
| 74 |  $GLD | SPDR GOLD TRUST | $3.2M | 0.1% | -5% | — |
| 75 |  $MO | ALTRIA GROUP, INC. | $3.0M | 0.1% | +0% | 67.4 |
| 76 |  $PNFP | Pinnacle Financial Partners, Inc. | $2.7M | 0.1% | -15% | 54.5 |
| 77 |  $MLI | MUELLER INDUSTRIES INC | $2.7M | 0.1% | +0% | 68.7 |
| 78 |  $CR | Crane Co | $2.5M | 0.1% | +0% | 66.9 |
| 79 |  $BNY | Bank of New York Mellon Corp | $2.4M | 0.1% | +0% | 74.1 |
| 80 |  $WELL | WELLTOWER INC. | $2.4M | 0.1% | +0% | 59.8 |
| 81 | — | ISHARES TR - 1 3 YR TREAS BD | $2.4M | 0.1% | -2% | — |
| 82 |  $WTS | WATTS WATER TECHNOLOGIES INC | $2.1M | 0.1% | +0% | 64.5 |
| 83 |  $WFC | WELLS FARGO & COMPANY/MN | $2.0M | 0.1% | +3% | 61.8 |
| 84 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.0M | 0.1% | +4% | 66.2 |
| 85 |  $WM | WASTE MANAGEMENT INC | $1.8M | 0.1% | +0% | 67.6 |
| 86 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.8M | 0.1% | +4% | 67.6 |
| 87 |  $T | AT&T INC. | $1.8M | 0.1% | -0% | 65.7 |
| 88 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $1.8M | 0.1% | +0% | — |
| 89 |  $RSG | REPUBLIC SERVICES, INC. | $1.7M | 0.1% | +0% | 62.3 |
| 90 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.7M | 0.1% | +1% | — |
| 91 |  $AON | Aon plc | $1.7M | 0.1% | +0% | — |
| 92 |  $BBVA | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $1.7M | 0.1% | +0% | — |
| 93 |  $DUK | Duke Energy CORP | $1.7M | 0.1% | +2% | 56.4 |
| 94 |  $GPC | GENUINE PARTS CO | $1.6M | 0.1% | +0% | 52.7 |
| 95 |  $INTC | INTEL CORP | $1.6M | 0.1% | -22% | 45.6 |
| 96 |  $GGG | GRACO INC | $1.6M | 0.1% | +0% | 63.4 |
| 97 |  $NPO | Enpro Inc. | $1.5M | 0.1% | +0% | 55 |
| 98 | — | ISHARES TR - 3 7 YR TREAS BD | $1.5M | 0.1% | +1% | — |
| 99 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX | $1.4M | 0.1% | +0% | — |
| 100 |  $TXT | TEXTRON INC | $1.4M | 0.1% | +0% | 58.5 |
| 101 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.4M | 0.1% | +0% | 62.9 |
| 102 |  $ABT | ABBOTT LABORATORIES | $1.4M | 0.1% | -83% | 65.5 |
| 103 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.4M | 0.1% | +6% | — |
| 104 |  $RY | ROYAL BANK OF CANADA | $1.3M | 0.1% | +1% | 74.8 |
| 105 |  $GATX | GATX CORP | $1.3M | 0.1% | +0% | 70.2 |
| 106 |  $PLTR | Palantir Technologies Inc. | $1.3M | 0.1% | +4% | 84.6 |
| 107 |  $ETN | Eaton Corp plc | $1.3M | 0.1% | +11% | — |
| 108 |  $OKE | ONEOK INC /NEW/ | $1.3M | 0.0% | +0% | 71.7 |
| 109 |  $STT | STATE STREET CORP | $1.3M | 0.0% | +0% | 71.5 |
| 110 |  $GLW | CORNING INC /NY | $1.3M | 0.0% | +0% | 73.7 |
| 111 |  $URI | UNITED RENTALS, INC. | $1.3M | 0.0% | +0% | 63.9 |
| 112 | $TSLAPUT | Tesla, Inc. | $1.3M | — | NEW | 53.9 |
| 113 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.3M | 0.0% | +3% | 67.4 |
| 114 |  $COP | CONOCOPHILLIPS | $1.2M | 0.0% | +0% | 70.2 |
| 115 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.2M | 0.0% | +8% | — |
| 116 |  $BATRA | Atlanta Braves Holdings, Inc. | $1.2M | 0.0% | +0% | 20.5 |
| 117 |  $SLV | iShares Silver Trust | $1.2M | 0.0% | -1% | — |
| 118 |  $NVS | NOVARTIS AG | $1.1M | 0.0% | -23% | — |
| 119 | — | VANGUARD STAR FDS - VG TL INTL STK F | $1.1M | 0.0% | +0% | — |
| 120 |  $NEM | NEWMONT Corp /DE/ | $1.1M | 0.0% | -0% | 86.8 |
| 121 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.1M | 0.0% | +495% | — |
| 122 |  $LRCX | LAM RESEARCH CORP | $1.1M | 0.0% | +19% | 79.4 |
| 123 |  $GE | GENERAL ELECTRIC CO | $1.1M | 0.0% | -6% | 73.8 |
| 124 |  $MDLZ | Mondelez International, Inc. | $1.1M | 0.0% | +0% | 56.4 |
| 125 |  $CB | Chubb Ltd | $1.1M | 0.0% | +0% | — |
| 126 |  $ACA | Arcosa, Inc. | $1.1M | 0.0% | +0% | 60.2 |
| 127 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $1.1M | 0.0% | +0% | — |
| 128 |  $BLK | BlackRock, Inc. | $1.1M | 0.0% | +0% | 70 |
| 129 |  $FANG | Diamondback Energy, Inc. | $980,534 | 0.0% | +0% | 76.1 |
| 130 |  $MSGS | Madison Square Garden Sports Corp. | $980,088 | 0.0% | +0% | 50.3 |
| 131 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $963,081 | 0.0% | +33% | — |
| 132 | — | ISHARES TR - RUSSELL 2000 ETF | $924,485 | 0.0% | -3% | — |
| 133 |  $XYL | Xylem Inc. | $922,275 | 0.0% | +0% | 65.8 |
| 134 |  $GEV | GE Vernova Inc. | $914,434 | 0.0% | -3% | 81.1 |
| 135 |  $UCB | UNITED COMMUNITY BANKS INC | $913,990 | 0.0% | +0% | 65 |
| 136 | — | VANGUARD WORLD FD - INF TECH ETF | $882,550 | 0.0% | +701% | — |
| 137 |  $BA | BOEING CO | $875,973 | 0.0% | +0% | 61.6 |
| 138 |  $YUM | YUM BRANDS INC | $872,530 | 0.0% | +0% | 73.7 |
| 139 |  $DIS | Walt Disney Co | $862,146 | 0.0% | -7% | 60.1 |
| 140 |  $IEX | IDEX CORP /DE/ | $841,304 | 0.0% | +0% | 60.9 |
| 141 |  $HONA | Honeywell Aerospace Inc. | $837,009 | 0.0% | NEW | — |
| 142 | — | ISHARES TR - SELECT DIVID ETF | $833,373 | 0.0% | +14% | — |
| 143 |  $HRI | HERC HOLDINGS INC | $831,372 | 0.0% | +0% | 65.3 |
| 144 |  $GD | GENERAL DYNAMICS CORP | $812,981 | 0.0% | +0% | 68.7 |
| 145 |  $UTG | REAVES UTILITY INCOME FUND | $803,365 | 0.0% | +0% | — |
| 146 | — | PACER FDS TR - TRENDP US LAR CP | $793,094 | 0.0% | +0% | — |
| 147 |  $NFLX | NETFLIX INC | $785,115 | 0.0% | +0% | 78.8 |
| 148 |  $NFG | NATIONAL FUEL GAS CO | $780,439 | 0.0% | +0% | 67.8 |
| 149 | — | ISHARES TR - S&P 500 GRWT ETF | $779,521 | 0.0% | -3% | — |
| 150 | — | VANGUARD INDEX FDS - MID CAP ETF | $761,731 | 0.0% | +283% | — |
| 151 |  $BMY | BRISTOL MYERS SQUIBB CO | $758,655 | 0.0% | +9% | 70.4 |
| 152 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.0% | +0% | 73.8 |
| 153 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $742,354 | 0.0% | +0% | 73.7 |
| 154 |  $FLS | FLOWSERVE CORP | $730,476 | 0.0% | +0% | 70.7 |
| 155 |  $ETR | ENTERGY CORP /DE/ | $723,963 | 0.0% | +0% | 59.5 |
| 156 | $AMATPUT | APPLIED MATERIALS INC /DE | $723,000 | — | NEW | 72.3 |
| 157 |  $SPG | SIMON PROPERTY GROUP INC. | $719,138 | 0.0% | +3% | 76.7 |
| 158 |  $KMI | KINDER MORGAN, INC. | $697,030 | 0.0% | -4% | 71.3 |
| 159 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $687,832 | 0.0% | +0% | — |
| 160 | $VPUT | VISA INC. | $686,180 | — | +0% | 82.9 |
| 161 |  $D | DOMINION ENERGY, INC | $676,686 | 0.0% | +4% | 69.9 |
| 162 |  $RHP | Ryman Hospitality Properties, Inc. | $674,888 | 0.0% | +0% | 65.1 |
| 163 |  $ET | Energy Transfer LP | $655,117 | 0.0% | +1% | 64.4 |
| 164 |  $CNH | CNH Industrial N.V. | $652,666 | 0.0% | +0% | — |
| 165 |  $VMI | VALMONT INDUSTRIES INC | $641,136 | 0.0% | +1% | 60.7 |
| 166 |  $IRM | IRON MOUNTAIN INC | $640,266 | 0.0% | +0% | 62.9 |
| 167 |  $CAH | CARDINAL HEALTH INC | $639,750 | 0.0% | +0% | 62.4 |
| 168 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $607,570 | 0.0% | +0% | — |
| 169 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $607,508 | 0.0% | -0% | — |
| 170 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $606,552 | 0.0% | +0% | — |
| 171 |  $GILD | GILEAD SCIENCES, INC. | $593,682 | 0.0% | +12% | 57.4 |
| 172 | $AMDPUT | ADVANCED MICRO DEVICES INC | $580,910 | — | NEW | 79.8 |
| 173 |  $MLM | MARTIN MARIETTA MATERIALS INC | $576,124 | 0.0% | -2% | 62.9 |
| 174 |  $UNP | UNION PACIFIC CORP | $566,976 | 0.0% | +1% | 69.7 |
| 175 |  $NUE | NUCOR CORP | $559,336 | 0.0% | -1% | 61.7 |
| 176 |  $MPC | Marathon Petroleum Corp | $553,270 | 0.0% | -4% | 61 |
| 177 |  $IDA | IDACORP INC | $553,153 | 0.0% | +0% | 51.1 |
| 178 |  $NTRS | NORTHERN TRUST CORP | $548,118 | 0.0% | +0% | 65.2 |
| 179 |  $AZZ | AZZ INC | $542,675 | 0.0% | +0% | 58.4 |
| 180 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $536,510 | 0.0% | +0% | 65.1 |
| 181 |  $WT | WisdomTree, Inc. | $530,625 | 0.0% | +18% | 59.9 |
| 182 |  $MRVL | Marvell Technology, Inc. | $530,245 | 0.0% | NEW | 76.5 |
| 183 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $529,386 | 0.0% | +0% | 71 |
| 184 |  $PSX | Phillips 66 | $527,050 | 0.0% | -7% | 57.8 |
| 185 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $521,680 | 0.0% | -10% | — |
| 186 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | $520,398 | 0.0% | +0% | — |
| 187 |  $SONY | Sony Group Corp | $504,630 | 0.0% | +0% | — |
| 188 |  $IVZ | Invesco Ltd. | $501,669 | 0.0% | -1% | — |
| 189 |  $TER | TERADYNE, INC | $499,807 | 0.0% | +0% | 77.3 |
| 190 |  $TRV | TRAVELERS COMPANIES, INC. | $498,863 | 0.0% | +3% | 75.9 |
| 191 | — | ISHARES TR - MSCI USA MIN ETF | $492,332 | 0.0% | +0% | — |
| 192 |  $FE | FIRSTENERGY CORP | $487,828 | 0.0% | +1% | 61.5 |
| 193 |  $GFF | GRIFFON CORP | $487,650 | 0.0% | +0% | 54.6 |
| 194 |  $MS | MORGAN STANLEY | $485,182 | 0.0% | +0% | 75.8 |
| 195 |  $COF | CAPITAL ONE FINANCIAL CORP | $483,896 | 0.0% | +0% | 62.4 |
| 196 |  $PBT | PERMIAN BASIN ROYALTY TRUST | $483,222 | 0.0% | +0% | — |
| 197 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $477,775 | 0.0% | +0% | 65.7 |
| 198 |  $CRGY | Crescent Energy Co | $475,249 | 0.0% | +0% | 66.4 |
| 199 |  $ITT | ITT INC. | $474,943 | 0.0% | +0% | 63 |
| 200 | — | ISHARES TR - MSCI EAFE ETF | $467,460 | 0.0% | +1% | — |
| 201 |  $RNR | RENAISSANCERE HOLDINGS LTD | $459,505 | 0.0% | +0% | — |
| 202 |  $CRWD | CrowdStrike Holdings, Inc. | $457,884 | 0.0% | +0% | 67.7 |
| 203 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $450,024 | 0.0% | +0% | 61.4 |
| 204 |  $SXT | SENSIENT TECHNOLOGIES CORP | $443,844 | 0.0% | +0% | 52.2 |
| 205 | — | T ROWE PRICE EXCHANGE-TRADED - US EQUI RESH ETF | $439,083 | 0.0% | +0% | — |
| 206 |  $ES | EVERSOURCE ENERGY | $435,283 | 0.0% | +0% | 66.1 |
| 207 |  $AMGN | AMGEN INC | $428,501 | 0.0% | +0% | 79.2 |
| 208 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | $427,933 | 0.0% | +0% | — |
| 209 | — | VANGUARD WORLD FD - MEGA CAP VAL ETF | $427,586 | 0.0% | -7% | — |
| 210 | — | ISHARES TR - CORE S&P MCP ETF | $427,421 | 0.0% | -6% | — |
| 211 | — | VANGUARD INDEX FDS - VALUE ETF | $424,528 | 0.0% | +46% | — |
| 212 | — | ISHARES TR - INTL SEL DIV ETF | $410,406 | 0.0% | +0% | — |
| 213 |  $HAL | HALLIBURTON CO | $405,450 | 0.0% | +0% | 53.2 |
| 214 |  $XEL | XCEL ENERGY INC | $400,617 | 0.0% | +0% | 56.4 |
| 215 |  $AD | ARRAY DIGITAL INFRASTRUCTURE, INC. | $398,860 | 0.0% | +0% | 34.8 |
| 216 |  $TRN | TRINITY INDUSTRIES INC | $397,670 | 0.0% | +0% | 54.3 |
| 217 |  $NDAQ | NASDAQ, INC. | $396,386 | 0.0% | +0% | 76.7 |
| 218 |  $MMM | 3M CO | $394,443 | 0.0% | +0% | 64.9 |
| 219 | — | ISHARES TR - NATIONAL MUN ETF | $390,553 | 0.0% | +0% | — |
| 220 |  $GPN | GLOBAL PAYMENTS INC | $385,076 | 0.0% | -9% | 47 |
| 221 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $380,200 | 0.0% | +0% | 72.6 |
| 222 |  $ADP | AUTOMATIC DATA PROCESSING INC | $379,596 | 0.0% | -12% | 69.8 |
| 223 |  $FBK | FB Financial Corp | $377,155 | 0.0% | +11% | 67 |
| 224 |  $APD | Air Products & Chemicals, Inc. | $375,564 | 0.0% | +0% | 46.4 |
| 225 |  $TECK | TECK RESOURCES LTD | $372,577 | 0.0% | +0% | — |
| 226 |  $KRYS | Krystal Biotech, Inc. | $371,670 | 0.0% | +0% | 79.2 |
| 227 |  $ROST | ROSS STORES, INC. | $370,147 | 0.0% | +0% | 70.4 |
| 228 |  $CEG | Constellation Energy Corp | $369,575 | 0.0% | +0% | 59.4 |
| 229 |  $ALL | ALLSTATE CORP | $366,190 | 0.0% | +0% | 78.5 |
| 230 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $358,234 | 0.0% | +430% | — |
| 231 | $GOOGPUT | Alphabet Inc. | $357,370 | — | NEW | 78.2 |
| 232 |  $SBUX | STARBUCKS CORP | $356,325 | 0.0% | +1% | 58.2 |
| 233 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $345,309 | 0.0% | NEW | — |
| 234 |  $LOW | LOWES COMPANIES INC | $342,561 | 0.0% | +10% | 60.8 |
| 235 | — | ISHARES TR - S&P 100 ETF | $336,601 | 0.0% | +0% | — |
| 236 |  $SPHR | Sphere Entertainment Co. | $334,467 | 0.0% | +0% | 53.7 |
| 237 | — | ISHARES TR - U.S. MED DVC ETF | $333,864 | 0.0% | +2% | — |
| 238 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $322,838 | 0.0% | -4% | — |
| 239 | — | VANGUARD WORLD FD - ENERGY ETF | $321,429 | 0.0% | +0% | — |
| 240 | — | ISHARES TR - CORE S&P SCP ETF | $319,093 | 0.0% | -10% | — |
| 241 |  $DEO | DIAGEO PLC | $316,215 | 0.0% | -34% | — |
| 242 |  $SHEL | Shell plc | $315,433 | 0.0% | -1% | — |
| 243 |  $SLB | SLB LIMITED/NV | $311,218 | 0.0% | -1% | 57.9 |
| 244 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $310,351 | 0.0% | +0% | 64.4 |
| 245 |  $CHE | CHEMED CORP | $307,389 | 0.0% | +0% | 62.9 |
| 246 |  $SMBK | SMARTFINANCIAL INC. | $304,934 | 0.0% | +0% | 62.3 |
| 247 |  $LIN | LINDE PLC | $302,539 | 0.0% | +0% | — |
| 248 |  $POST | Post Holdings, Inc. | $300,084 | 0.0% | +0% | 52.5 |
| 249 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | $298,618 | 0.0% | -0% | — |
| 250 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $293,581 | 0.0% | +38% | — |
| 251 |  $AEM | AGNICO EAGLE MINES LTD | $292,265 | 0.0% | -0% | — |
| 252 |  $ASML | ASML HOLDING NV | $286,480 | 0.0% | NEW | — |
| 253 |  $OBDC | Blue Owl Capital Corp | $284,345 | 0.0% | +3% | — |
| 254 |  $CXT | Crane NXT, Co. | $281,380 | 0.0% | +0% | 62.8 |
| 255 | — | ISHARES TR - RUS MID CAP ETF | $278,448 | 0.0% | +3% | — |
| 256 |  $ADBE | ADOBE INC. | $277,803 | 0.0% | +35% | 77.6 |
| 257 |  $IAU | ISHARES GOLD TRUST | $277,802 | 0.0% | +0% | — |
| 258 |  $AEE | AMEREN CORP | $276,948 | 0.0% | +0% | 59.4 |
| 259 |  $DAL | DELTA AIR LINES, INC. | $276,507 | 0.0% | NEW | 57.5 |
| 260 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $275,995 | 0.0% | +0% | — |
| 261 | — | SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA | $275,374 | 0.0% | +6% | — |
| 262 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $273,526 | 0.0% | +0% | — |
| 263 |  $HWC | HANCOCK WHITNEY CORP | $272,205 | 0.0% | +0% | 53 |
| 264 |  $CCZ | COMCAST CORP | $271,573 | 0.0% | +0% | 59.5 |
| 265 |  $LNT | ALLIANT ENERGY CORP | $270,983 | 0.0% | +0% | 53.6 |
| 266 | — | VANECK ETF TRUST - GOLD MINERS ETF | $270,508 | 0.0% | +9% | — |
| 267 |  $PPG | PPG INDUSTRIES INC | $264,534 | 0.0% | +0% | 59.1 |
| 268 |  $DOV | DOVER Corp | $260,925 | 0.0% | +0% | 58.1 |
| 269 | — | VANGUARD INDEX FDS - SMALL CP ETF | $260,785 | 0.0% | +0% | — |
| 270 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $260,636 | 0.0% | +3% | — |
| 271 | — | ISHARES TR - RUS 1000 GRW ETF | $259,640 | 0.0% | +285% | — |
| 272 |  $ACIC | AMERICAN COASTAL INSURANCE Corp | $258,497 | 0.0% | +0% | 61.8 |
| 273 |  $C | CITIGROUP INC | $256,619 | 0.0% | +0% | 65 |
| 274 |  $FBIN | Fortune Brands Innovations, Inc. | $253,693 | 0.0% | NEW | 49.2 |
| 275 |  $CTVA | Corteva, Inc. | $251,530 | 0.0% | +0% | 47.2 |
| 276 | — | VANGUARD WORLD FD - FINANCIALS ETF | $250,496 | 0.0% | -2% | — |
| 277 |  $CSX | CSX CORP | $248,404 | 0.0% | NEW | 65.2 |
| 278 |  $DG | DOLLAR GENERAL CORP | $243,832 | 0.0% | +0% | 59.5 |
| 279 |  $FDX | FEDEX CORP | $243,287 | 0.0% | +7% | 60.3 |
| 280 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $242,767 | 0.0% | +0% | — |
| 281 |  $HUBB | HUBBELL INC | $242,765 | 0.0% | +0% | 64.1 |
| 282 |  $USB | US BANCORP \DE\ | $242,023 | 0.0% | -8% | 65.3 |
| 283 |  $UL | UNILEVER PLC | $238,497 | 0.0% | -34% | — |
| 284 |  $MPT | MEDICAL PROPERTIES TRUST INC | $238,479 | 0.0% | +5% | 38.2 |
| 285 |  $CASY | CASEYS GENERAL STORES INC | $238,437 | 0.0% | +0% | 65.1 |
| 286 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $235,701 | 0.0% | +0% | 65 |
| 287 |  $ADM | Archer-Daniels-Midland Co | $235,007 | 0.0% | +0% | 50.7 |
| 288 |  $CLX | CLOROX CO /DE/ | $231,061 | 0.0% | -9% | 54.1 |
| 289 |  $ITW | ILLINOIS TOOL WORKS INC | $228,647 | 0.0% | +2% | 63.6 |
| 290 |  $PCAR | PACCAR INC | $227,748 | 0.0% | +0% | 56.5 |
| 291 |  $MGM | MGM Resorts International | $227,098 | 0.0% | NEW | 55.2 |
| 292 |  $VVV | VALVOLINE INC | $226,802 | 0.0% | NEW | 54.8 |
| 293 |  $EVRG | Evergy, Inc. | $224,805 | 0.0% | +0% | 53.2 |
| 294 |  $SHOP | SHOPIFY INC. | $223,451 | 0.0% | +0% | 64.9 |
| 295 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $221,133 | 0.0% | +0% | 52.1 |
| 296 |  $JAZZ | Jazz Pharmaceuticals plc | $217,596 | 0.0% | NEW | — |
| 297 | — | ETF SER SOLUTIONS - DEFIANCE SPACE A | $216,686 | 0.0% | NEW | — |
| 298 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $213,718 | 0.0% | +0% | — |
| 299 |  $HALO | HALOZYME THERAPEUTICS, INC. | $211,329 | 0.0% | NEW | 77.2 |
| 300 |  $FLEX | FLEX LTD. | $210,691 | 0.0% | NEW | — |
| 301 |  $FSLR | FIRST SOLAR, INC. | $210,241 | 0.0% | NEW | 79.2 |
| 302 |  $KLAC | KLA CORP | $208,180 | 0.0% | NEW | 78.6 |
| 303 |  $IR | Ingersoll Rand Inc. | $206,369 | 0.0% | +0% | 64.4 |
| 304 |  $TLN | Talen Energy Corp | $203,658 | 0.0% | NEW | 57.2 |
| 305 |  $MCK | MCKESSON CORP | $203,257 | 0.0% | +0% | 63.4 |
| 306 |  $CVS | CVS HEALTH Corp | $202,349 | 0.0% | NEW | 59.4 |
| 307 |  $TFIN | Triumph Financial, Inc. | $201,764 | 0.0% | NEW | 48 |
| 308 |  $MCHP | MICROCHIP TECHNOLOGY INC | $201,461 | 0.0% | NEW | 52.9 |
| 309 |  $SSB | SouthState Bank Corp | $200,500 | 0.0% | NEW | 77 |
| 310 | $NVDAPUT | NVIDIA CORP | $200,090 | — | NEW | 85.9 |
| 311 |  $RIVN | Rivian Automotive, Inc. / DE | $192,169 | 0.0% | +0% | 35.9 |
| 312 |  $PSLV | Sprott Physical Silver Trust | $191,965 | 0.0% | +2% | — |
| 313 |  $KEEL | Keel Infrastructure Corp. | $187,928 | 0.0% | NEW | 17.9 |
| 314 |  $CRT | CROSS TIMBERS ROYALTY TRUST | $150,535 | 0.0% | +12% | — |
| 315 |  $PGEN | PRECIGEN, INC. | $142,500 | 0.0% | NEW | 29.6 |
| 316 |  $ABEV | AMBEV S.A. | $141,900 | 0.0% | +0% | — |
| 317 |  $ZDGE | Zedge, Inc. | $141,581 | 0.0% | +0% | 40.5 |
| 318 |  $SJT | SAN JUAN BASIN ROYALTY TRUST | $113,981 | 0.0% | +18% | — |
| 319 |  $AGNC | AGNC Investment Corp. | $113,494 | 0.0% | +3% | — |
| 320 |  $MARPS | MARINE PETROLEUM TRUST | $90,202 | 0.0% | +25% | — |
| 321 |  $MTR | MESA ROYALTY TRUST/TX | $69,970 | 0.0% | +38% | — |
| 322 |  $DDD | 3D SYSTEMS CORP | $60,400 | 0.0% | NEW | 25 |
| 323 |  $UROY.R1711570 | Uranium Royalty Corp. | $59,242 | 0.0% | +51% | — |
| 324 |  $GTN | GRAY MEDIA, INC | $49,105 | 0.0% | +0% | 42.2 |
| 325 |  $WWR | WESTWATER RESOURCES, INC. | $15,392 | 0.0% | +33% | — |
| 326 |  $CTM | Castellum, Inc. | $7,199 | 0.0% | +0% | 36.1 |
New Positions (28)
$TSLAPUT Tesla, Inc.$1.3M$HONA Honeywell Aerospace Inc.$837,009$AMATPUT APPLIED MATERIALS INC /DE$723,000$AMDPUT ADVANCED MICRO DEVICES INC$580,910$MRVL Marvell Technology, Inc.$530,245$GOOGPUT Alphabet Inc.$357,370$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$345,309$ASML ASML HOLDING NV$286,480$DAL DELTA AIR LINES, INC.$276,507$FBIN Fortune Brands Innovations, Inc.$253,693$CSX CSX CORP$248,404$MGM MGM Resorts International$227,098$VVV VALVOLINE INC$226,802$JAZZ Jazz Pharmaceuticals plc$217,596 ETF SER SOLUTIONS - DEFIANCE SPACE A$216,686
Exited Positions (12)
$HON HONEYWELL INTERNATIONAL INC
$PRA PROASSURANCE CORP$QQQPUT INVESCO QQQ TRUST, SERIES 1 VANGUARD INDEX FDS
$BSX BOSTON SCIENTIFIC CORP
$KGC KINROSS GOLD CORP
$ISRG INTUITIVE SURGICAL INC
$CRM Salesforce, Inc.
$FCX FREEPORT-MCMORAN INC
$MWA Mueller Water Products, Inc.
$KSCP Knightscope, Inc. BITFARMS LTD
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