Winch Advisory Services, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1585822
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$481.4M
Holdings
567
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Winch Advisory Services, LLC disclosed 567 positions worth $481.4M in its Form 13F-HR for Q2 2026, followed by $NVDA and $AAPL. During the quarter the fund opened 52 new positions and exited 14 — including a new stake in $HONA. The portfolio is most concentrated in Other (44.7% of disclosed assets). All figures are sourced directly from Winch Advisory Services, LLC’s Form 13F-HR filing with the SEC under CIK 1585822.
AI Fund Analysis
StableSTATE STREET SPDR PORT S&P
11.3% weight
Held 10 quarters
$NVDA7.8% weight
Held 10 quarters
$AAPL6.3% weight
Held 10 quarters
VANGUARD SHORT TERM TREASU
6.1% weight
Held 10 quarters
VANGUARD INTERMEDIATE TERM
5.6% weight
Held 10 quarters
VANGUARD SHORT TERM TREASU
9 quarters accumulating
VANGUARD INTERMEDIATE TERM
9 quarters accumulating
CAPITAL GROUP FIXED INCOME
9 quarters accumulating
VANGUARD GROWTH ETF - ETF
9 quarters accumulating
$VZ9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF - ETF
—Quality
$54.2M597,158 sh- 85.9#5
Quality
$37.4M186,886 sh - 76.4#84
Quality
$30.5M105,446 sh VANGUARD SHORT TERM TREASURY ETF - ETF
—Quality
$29.4M505,330 shVANGUARD INTERMEDIATE TERM CORP BOND ETF - ETF
—Quality
$27.0M326,324 shSTATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF - ETF
—Quality
$22.4M244,398 shCAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF - ETF
—Quality
$21.6M791,200 sh- 78.2
Quality
$20.8M58,809 sh - 68.7
Quality
$18.9M79,330 sh - 79.8
Quality
$15.3M40,976 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF - ETF | — | $54.2M | 597,158 |
| NVIDIA CORP$NVDA | 85.9#5 | $37.4M | 186,886 |
| Apple Inc.$AAPL | 76.4#84 | $30.5M | 105,446 |
| VANGUARD SHORT TERM TREASURY ETF - ETF | — | $29.4M | 505,330 |
| VANGUARD INTERMEDIATE TERM CORP BOND ETF - ETF | — | $27.0M | 326,324 |
| STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF - ETF | — | $22.4M | 244,398 |
| CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF - ETF | — | $21.6M | 791,200 |
 Alphabet Inc.$GOOGL | 78.2 | $20.8M | 58,809 |
 AMAZON COM INC$AMZN | 68.7 | $18.9M | 79,330 |
 MICROSOFT CORP$MSFT | 79.8 | $15.3M | 40,976 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Winch Advisory Services, LLC's 567 positions.
Showing top 10 of 567 holdings.
Sector Allocation
Other
$215.4M
Technology
$143.5M
Financials
$55.1M
Consumer Discretionary
$25.8M
Industrials
$14.2M
Healthcare
$8.0M
Communication Services
$7.8M
Consumer Staples
$4.2M
Full Holdings — Winch Advisory Services, LLC (Q2 2026)
All 567 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 | — | STATE STREET SPDR PORT S&P 1500 COMPOSITE STOCK MARKET ETF - ETF | $54.2M | 11.3% | +0% | — |
| 2 | $NVDA | NVIDIA CORP | $37.4M | 7.8% | -3% | 85.9 |
| 3 | $AAPL | Apple Inc. | $30.5M | 6.3% | -2% | 76.4 |
| 4 | — | VANGUARD SHORT TERM TREASURY ETF - ETF | $29.4M | 6.1% | +1% | — |
| 5 | — | VANGUARD INTERMEDIATE TERM CORP BOND ETF - ETF | $27.0M | 5.6% | +2% | — |
| 6 | — | STATE STREET SPDR BLOOMBERG 1-3 MTH T-BILL ETF - ETF | $22.4M | 4.7% | -0% | — |
| 7 | — | CAPITAL GROUP FIXED INCOME U S MULTI SECTOR INCOME ETF - ETF | $21.6M | 4.5% | +1% | — |
| 8 | $GOOGL | Alphabet Inc. | $20.8M | 4.3% | -3% | 78.2 |
| 9 | $AMZN | AMAZON COM INC | $18.9M | 3.9% | -2% | 68.7 |
| 10 | $MSFT | MICROSOFT CORP | $15.3M | 3.2% | +2% | 79.8 |
| 11 |  $BRK.B | BERKSHIRE HATHAWAY INC | $12.4M | 2.6% | -0% | 73.8 |
| 12 |  $GS | GOLDMAN SACHS GROUP INC | $11.9M | 2.5% | -1% | 73.5 |
| 13 | — | ISHARES 0-1 YEAR TREASURY BOND ETF - ETF | $11.0M | 2.3% | -7% | — |
| 14 |  $MRVL | Marvell Technology, Inc. | $9.4M | 1.9% | -6% | 76.5 |
| 15 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.0M | 1.6% | +1% | — |
| 16 |  $JPM | JPMORGAN CHASE & CO | $7.7M | 1.6% | -1% | 70.7 |
| 17 |  $ORCL | ORACLE CORP | $6.8M | 1.4% | -27% | 66.2 |
| 18 |  $SPY | SPDR S&P 500 ETF TRUST | $6.3M | 1.3% | +6% | — |
| 19 |  $V | VISA INC. | $6.2M | 1.3% | -0% | 82.9 |
| 20 |  $AAAU | Goldman Sachs Physical Gold ETF | $5.7M | 1.2% | +0% | — |
| 21 |  $C | CITIGROUP INC | $4.9M | 1.0% | -3% | 65 |
| 22 |  $SYK | STRYKER CORP | $4.5M | 0.9% | -0% | 72.1 |
| 23 |  $META | Meta Platforms, Inc. | $4.2M | 0.9% | -0% | 79.6 |
| 24 |  $NFLX | NETFLIX INC | $3.9M | 0.8% | +1% | 78.8 |
| 25 | — | STATE STREET SPDR S&P EMERGING MARKETS ETF - ETF | $3.9M | 0.8% | +2% | — |
| 26 |  $MU | MICRON TECHNOLOGY INC | $3.4M | 0.7% | +0% | 86.2 |
| 27 | — | ISHARES 1-3 YR TREASURY BOND ETF - ETF | $3.4M | 0.7% | +1% | — |
| 28 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.4M | 0.7% | -1% | 66.2 |
| 29 |  $AMD | ADVANCED MICRO DEVICES INC | $3.1M | 0.6% | -0% | 79.8 |
| 30 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $3.1M | 0.6% | +7% | — |
| 31 | — | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORP BOND ETF - ETF | $2.6M | 0.5% | +4% | — |
| 32 |  $KO | COCA COLA CO | $2.4M | 0.5% | -0% | 69.5 |
| 33 |  $ASML | ASML HOLDING NV | $2.3M | 0.5% | +3% | — |
| 34 | — | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF - ETF | $2.2M | 0.5% | +9% | — |
| 35 |  $RTX | RTX Corp | $2.2M | 0.5% | +0% | 73.2 |
| 36 | — | VANGUARD GROWTH ETF - ETF | $2.2M | 0.5% | +583% | — |
| 37 |  $CRM | Salesforce, Inc. | $2.0M | 0.4% | +4% | 77 |
| 38 | — | VANECK SEMICONDUCTOR ETF - ETF | $2.0M | 0.4% | +3% | — |
| 39 |  $TSLA | Tesla, Inc. | $2.0M | 0.4% | -0% | 53.9 |
| 40 | $VZ | VERIZON COMMUNICATIONS INC | $1.9M | 0.4% | +4% | 65.8 |
| 41 |  $EBAY | EBAY INC | $1.8M | 0.4% | -7% | 66.4 |
| 42 |  $TXN | TEXAS INSTRUMENTS INC | $1.8M | 0.4% | -2% | 73.4 |
| 43 |  $KLAC | KLA CORP | $1.8M | 0.4% | +902% | 78.6 |
| 44 |  $MA | Mastercard Inc | $1.6M | 0.3% | +0% | 85.1 |
| 45 |  $DIS | Walt Disney Co | $1.5M | 0.3% | -6% | 60.1 |
| 46 |  $WMT | Walmart Inc. | $1.5M | 0.3% | -2% | 60.2 |
| 47 |  $GOOG | Alphabet Inc. | $1.4M | 0.3% | -3% | 78.2 |
| 48 |  $LRCX | LAM RESEARCH CORP | $1.3M | 0.3% | +0% | 79.4 |
| 49 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.2% | -0% | 64.6 |
| 50 |  $CVX | CHEVRON CORP | $1.2M | 0.2% | +1% | 62.8 |
| 51 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.1M | 0.2% | +0% | 62.9 |
| 52 | — | VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF - ETF | $1.1M | 0.2% | +1% | — |
| 53 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.1M | 0.2% | +3% | — |
| 54 |  $ADBE | ADOBE INC. | $994,484 | 0.2% | -2% | 77.6 |
| 55 |  $WT | WisdomTree, Inc. | $980,145 | 0.2% | +12% | 59.9 |
| 56 | — | ISHARES BROAD USD HIGH YIELD CORPORATE BD ETF - ETF | $965,703 | 0.2% | +1% | — |
| 57 | — | VANGUARD SHORT TERM CORP BOND ETF - ETF | $949,742 | 0.2% | -1% | — |
| 58 |  $SBUX | STARBUCKS CORP | $947,355 | 0.2% | -4% | 58.2 |
| 59 |  $XOM.R34088 | EXXON MOBIL CORP | $920,541 | 0.2% | +2% | 57.9 |
| 60 |  $WEC | WEC ENERGY GROUP, INC. | $917,587 | 0.2% | +1% | 60.1 |
| 61 |  $LMT | LOCKHEED MARTIN CORP | $881,968 | 0.2% | +5% | 65.6 |
| 62 |  $GLD | SPDR GOLD TRUST | $837,328 | 0.2% | +0% | — |
| 63 |  $JNJ | JOHNSON & JOHNSON | $823,648 | 0.2% | +1% | 69 |
| 64 |  $HON | HONEYWELL INTERNATIONAL INC | $806,461 | 0.2% | -50% | 65 |
| 65 |  $HONA | Honeywell Aerospace Inc. | $777,759 | 0.2% | NEW | — |
| 66 | — | VANGUARD S&P 500 INDEX ETF - ETF | $756,674 | 0.2% | +27% | — |
| 67 | — | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF - ETF | $711,667 | 0.1% | -4% | — |
| 68 |  $MDT | Medtronic plc | $698,069 | 0.1% | -1% | 68.7 |
| 69 |  $NEE | NEXTERA ENERGY INC | $694,645 | 0.1% | +11% | 64.6 |
| 70 |  $AVGO | Broadcom Inc. | $672,066 | 0.1% | +6% | 84.5 |
| 71 |  $PYPL | PayPal Holdings, Inc. | $642,558 | 0.1% | -2% | 64.1 |
| 72 |  $IAU | ISHARES GOLD TRUST | $624,845 | 0.1% | +0% | — |
| 73 | — | VANGUARD FINANCIALS ETF - ETF | $593,989 | 0.1% | +1% | — |
| 74 | — | VANGUARD HEALTH CARE ETF - ETF | $582,758 | 0.1% | +0% | — |
| 75 |  $UNH | UNITEDHEALTH GROUP INC | $559,178 | 0.1% | -12% | 62.7 |
| 76 |  $DE | DEERE & CO | $527,913 | 0.1% | -1% | 55.4 |
| 77 |  $BP | BP PLC | $501,807 | 0.1% | +6% | — |
| 78 | — | WISDOMTREE YIELD ENHANCED U S SHORT TERM AGGREGATE BD ETF - ETF | $481,093 | 0.1% | +0% | — |
| 79 |  $MMM | 3M CO | $438,444 | 0.1% | -6% | 64.9 |
| 80 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | $438,368 | 0.1% | -3% | — |
| 81 |  $NKE | NIKE, Inc. | $429,004 | 0.1% | -2% | 49.3 |
| 82 |  $PFE | PFIZER INC | $417,666 | 0.1% | +1% | 62 |
| 83 | — | VANGUARD MATERIALS ETF - ETF | $416,900 | 0.1% | +0% | — |
| 84 | — | VANGUARD INDUSTRIALS ETF - ETF | $402,910 | 0.1% | +0% | — |
| 85 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $374,408 | 0.1% | +0% | — |
| 86 | — | VANGUARD HIGH DIVIDEND YIELD ETF - ETF | $340,287 | 0.1% | +1% | — |
| 87 | — | VANGUARD VALUE ETF - ETF | $339,077 | 0.1% | +13% | — |
| 88 |  $MCD | MCDONALDS CORP | $327,211 | 0.1% | +0% | 69 |
| 89 |  $T | AT&T INC. | $320,539 | 0.1% | +1% | 65.7 |
| 90 | — | ISHARES U S AEROSPACE & DEFENSE ETF - ETF | $317,728 | 0.1% | +0% | — |
| 91 | — | VANGUARD TOTAL INTL STOCK INDEX ETF - ETF | $301,655 | 0.1% | +39% | — |
| 92 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $298,492 | 0.1% | NEW | — |
| 93 |  $VLO | VALERO ENERGY CORP/TX | $279,523 | 0.1% | -3% | 57.8 |
| 94 |  $CAT | CATERPILLAR INC | $270,630 | 0.1% | +12% | 66.5 |
| 95 |  $ROP | ROPER TECHNOLOGIES INC | $256,060 | 0.1% | +0% | 71.9 |
| 96 |  $SLV | iShares Silver Trust | $252,271 | 0.1% | +3% | — |
| 97 |  $F | FORD MOTOR CO | $252,123 | 0.1% | +1% | 54.9 |
| 98 |  $LNG | Cheniere Energy, Inc. | $248,410 | 0.1% | +0% | 66.5 |
| 99 | — | ISHARES 7-10YR TREASURY BOND ETF - ETF | $247,903 | 0.1% | NEW | — |
| 100 |  $KMB | KIMBERLY CLARK CORP | $246,155 | 0.1% | +31% | 58.7 |
| 101 | — | STATE STREET ULTRA SHORT TERM BOND ETF - ETF | $242,893 | 0.1% | +1% | — |
| 102 | — | STATE STREET SPDR S&P 500 VALUE ETF - ETF | $241,471 | 0.1% | -0% | — |
| 103 |  $WM | WASTE MANAGEMENT INC | $241,155 | 0.1% | +0% | 67.6 |
| 104 | — | AMERICAN CONSERVATIVE VALUES ETF - ETF | $238,154 | 0.1% | +0% | — |
| 105 |  $WFC | WELLS FARGO & COMPANY/MN | $233,561 | 0.1% | +1% | 61.8 |
| 106 |  $AGNC | AGNC Investment Corp. | $221,155 | 0.1% | +1% | — |
| 107 | — | STATE STREET SPDR DOW JONES INDL AVERAGE UNIT SER 1 ETF - ETF | $205,075 | 0.0% | +0% | — |
| 108 | — | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF - ETF | $202,899 | 0.0% | +0% | — |
| 109 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF | $193,059 | 0.0% | +7% | — |
| 110 | — | ISHARES RUSSELL 2000 ETF - ETF | $192,732 | 0.0% | +35% | — |
| 111 | — | CAPITAL GROUP DIVIDEND VALUE ETF - ETF | $189,330 | 0.0% | +38% | — |
| 112 | — | ISHARES CORE U S AGGREGATE BOND ETF - ETF | $188,795 | 0.0% | +121% | — |
| 113 | — | GLOBAL X ROBOTICS A I ETF - ETF | $187,035 | 0.0% | +0% | — |
| 114 |  $FCX | FREEPORT-MCMORAN INC | $180,522 | 0.0% | +6% | 62 |
| 115 |  $ABBV | AbbVie Inc. | $174,121 | 0.0% | +1% | 72.6 |
| 116 |  $CSCO | CISCO SYSTEMS, INC. | $168,761 | 0.0% | -12% | 70.3 |
| 117 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ETF | $166,275 | 0.0% | +1% | — |
| 118 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $166,208 | 0.0% | +93% | — |
| 119 | — | ISHARES MSCI EMERGING MARKETS ETF - ETF | $166,074 | 0.0% | -1% | — |
| 120 |  $MO | ALTRIA GROUP, INC. | $162,344 | 0.0% | +13% | 67.4 |
| 121 | — | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF - ETF | $161,819 | 0.0% | +0% | — |
| 122 |  $VVV | VALVOLINE INC | $155,291 | 0.0% | +0% | 54.8 |
| 123 | — | STATE STREET PORT DEVELOPED WORLD EX-US ETF - ETF | $154,973 | 0.0% | +1% | — |
| 124 |  $GLTR | abrdn Precious Metals Basket ETF Trust | $145,282 | 0.0% | +0% | — |
| 125 |  $COP | CONOCOPHILLIPS | $145,272 | 0.0% | -1% | 70.2 |
| 126 |  $MPC | Marathon Petroleum Corp | $142,018 | 0.0% | +0% | 61 |
| 127 |  $INTC | INTEL CORP | $134,875 | 0.0% | +0% | 45.6 |
| 128 |  $LLY | ELI LILLY & Co | $126,160 | 0.0% | +2% | 87.5 |
| 129 | — | ISHARES BIOTECHNOLOGY ETF - ETF | $124,210 | 0.0% | +0% | — |
| 130 |  $PEP | PEPSICO INC | $121,707 | 0.0% | +4% | 63.4 |
| 131 | — | CAPITAL GROUP GROWTH ETF - ETF | $120,151 | 0.0% | +74% | — |
| 132 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $119,405 | 0.0% | +0% | 62.6 |
| 133 |  $AMCR | Amcor plc | $119,126 | 0.0% | +0% | — |
| 134 | — | VANGUARD SMALL CAP ETF - ETF | $118,694 | 0.0% | +209% | — |
| 135 | — | ISHARES IBOXX IBOXX $INVESTMENT GRADE CORP BOND ETF - ETF | $118,675 | 0.0% | +589% | — |
| 136 |  $IBIT | iShares Bitcoin Trust ETF | $117,747 | 0.0% | +0% | — |
| 137 | — | CAPITAL GROUP FIXED CORE PLUS INCOME ETF - ETF | $116,611 | 0.0% | +78% | — |
| 138 | — | STATE STREET SPDR S&P 500 GROWTH ETF - ETF | $116,530 | 0.0% | +0% | — |
| 139 | — | VANGUARD MEGA CAP GROWTH ETF - ETF | $115,497 | 0.0% | +687% | — |
| 140 |  $BA | BOEING CO | $114,080 | 0.0% | +5% | 61.6 |
| 141 |  $EOG | EOG RESOURCES INC | $106,165 | 0.0% | -1% | 71.9 |
| 142 | — | CAPITAL GROUP CORE EQUITY ETF - ETF | $104,445 | 0.0% | +97% | — |
| 143 |  $BAC | BANK OF AMERICA CORP /DE/ | $104,225 | 0.0% | +6% | 67.6 |
| 144 | — | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF - ETF | $103,652 | 0.0% | +0% | — |
| 145 | — | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF - ETF | $103,340 | 0.0% | +0% | — |
| 146 |  $OSK | OSHKOSH CORP | $103,108 | 0.0% | -7% | 45.2 |
| 147 |  $WPC | W. P. Carey Inc. | $98,630 | 0.0% | +1% | 65.9 |
| 148 | — | VANECK URANIUM & NUCLEAR ENERGY ETF - ETF | $94,571 | 0.0% | +0% | — |
| 149 | — | SCHWAB FUNDAMENTAL INTL EQUITY ETF - ETF | $92,105 | 0.0% | +0% | — |
| 150 |  $QCOM | QUALCOMM INC/DE | $92,008 | 0.0% | +5% | 70.5 |
| 151 |  $ETN | Eaton Corp plc | $91,793 | 0.0% | +0% | — |
| 152 | — | STATE STREET HEALTHCARE SELECT SECTOR SPDR ETF - ETF | $89,150 | 0.0% | +0% | — |
| 153 |  $NIC | NICOLET BANKSHARES INC | $85,233 | 0.0% | +0% | 67.6 |
| 154 | — | CAPITAL GROUP INTL FOCUS EQUITY ETF - ETF | $84,206 | 0.0% | +164% | — |
| 155 |  $VRT | Vertiv Holdings Co | $84,160 | 0.0% | +34% | 81 |
| 156 |  $UPS | UNITED PARCEL SERVICE INC | $84,023 | 0.0% | +50% | 58.6 |
| 157 | — | STATE STREET SPDR PORT S&P 500 ETF - ETF | $81,240 | 0.0% | +0% | — |
| 158 | — | STATE STREET SPDR PORTFOLIO SHORT TERM CORP BOND ETF - ETF | $78,861 | 0.0% | +476% | — |
| 159 |  $LNT | ALLIANT ENERGY CORP | $77,628 | 0.0% | +1% | 53.6 |
| 160 |  $ASH | ASHLAND INC. | $75,772 | 0.0% | +0% | 50 |
| 161 |  $PANW | Palo Alto Networks Inc | $75,642 | 0.0% | +10% | 65.5 |
| 162 |  $DOW | DOW INC. | $75,077 | 0.0% | -32% | 40.2 |
| 163 | — | ISHARES CORE S&P MID CAP ETF - ETF | $74,752 | 0.0% | NEW | — |
| 164 | — | PROFESSIONALLY MANAGED AKRE FOCUS ETF - ETF | $73,881 | 0.0% | +0% | — |
| 165 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | $73,625 | 0.0% | +0% | — |
| 166 |  $IONQ | IonQ, Inc. | $73,179 | 0.0% | +162% | 30.2 |
| 167 |  $TMUS | T-Mobile US, Inc. | $72,797 | 0.0% | +0% | 69.1 |
| 168 | — | ISHARES CORE S&P U S GROWTH ETF - ETF | $72,196 | 0.0% | +0% | — |
| 169 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $71,771 | 0.0% | +1% | 65 |
| 170 |  $TDG | TransDigm Group INC | $69,290 | 0.0% | +0% | 68 |
| 171 |  $KHC | Kraft Heinz Co | $68,727 | 0.0% | +37% | 47 |
| 172 | — | ISHARES CORE S&P TOTAL U S STOCK MARKET ETF - ETF | $68,328 | 0.0% | +0% | — |
| 173 |  $Q | Qnity Electronics, Inc. | $65,780 | 0.0% | +0% | 68.4 |
| 174 | — | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF - ETF | $65,047 | 0.0% | +106% | — |
| 175 | — | VANGUARD MID CAP ETF - ETF | $64,808 | 0.0% | +272% | — |
| 176 | — | ISHARE GLOBAL ENERGY ETF - ETF | $64,311 | 0.0% | +0% | — |
| 177 |  $BMO | BANK OF MONTREAL /CAN/ | $61,845 | 0.0% | +0% | 76 |
| 178 |  $PM | Philip Morris International Inc. | $61,264 | 0.0% | +1% | 75.9 |
| 179 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $60,786 | 0.0% | +1% | 57.5 |
| 180 |  $PSA | Public Storage | $60,623 | 0.0% | +1% | 69.1 |
| 181 |  $PLXS | PLEXUS CORP | $60,134 | 0.0% | +0% | 62.5 |
| 182 |  $PLTR | Palantir Technologies Inc. | $59,968 | 0.0% | +2% | 84.6 |
| 183 |  $CMI | CUMMINS INC | $59,777 | 0.0% | +0% | 58.1 |
| 184 |  $MRK | Merck & Co., Inc. | $58,252 | 0.0% | +24% | 59.9 |
| 185 | — | VANGUARD MID CAP GROWTH ETF - ETF | $56,655 | 0.0% | +0% | — |
| 186 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $56,037 | 0.0% | +1% | — |
| 187 |  $LYB | LyondellBasell Industries N.V. | $55,025 | 0.0% | -51% | — |
| 188 |  $SO | SOUTHERN CO | $54,031 | 0.0% | +1% | 62 |
| 189 |  $FIS | Fidelity National Information Services, Inc. | $53,266 | 0.0% | +0% | 68.9 |
| 190 | — | JPMORGAN ULTRA SHORT INCOME ETF - ETF | $52,530 | 0.0% | +0% | — |
| 191 | — | STATE STREET SPDR PORTFOLIO TIPS ETF - ETF | $52,359 | 0.0% | +2% | — |
| 192 | — | STATE STREET SPDR S&P METALS & MINING ETF - ETF | $51,903 | 0.0% | +0% | — |
| 193 |  $ITW | ILLINOIS TOOL WORKS INC | $51,449 | 0.0% | +1% | 63.6 |
| 194 | — | STATE STREET UTILS SELECT SECTOR SPDR ETF - ETF | $51,290 | 0.0% | +1% | — |
| 195 | — | INSPIRE 100 ETF - ETF | $51,288 | 0.0% | +0% | — |
| 196 | — | VANGUARD ESG U S STOCK ETF - ETF | $51,177 | 0.0% | +0% | — |
| 197 |  $SNDR | Schneider National, Inc. | $50,162 | 0.0% | +0% | 53.5 |
| 198 |  $IMO | IMPERIAL OIL LTD | $48,140 | 0.0% | +0% | — |
| 199 | — | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF - ETF | $46,175 | 0.0% | +6% | — |
| 200 |  $GD | GENERAL DYNAMICS CORP | $45,990 | 0.0% | +0% | 68.7 |
| 201 | — | GLOBAL X U S INFRASTRUCTURE DEVELOPMENT ETF - ETF | $45,201 | 0.0% | +0% | — |
| 202 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | $44,803 | 0.0% | +698% | — |
| 203 |  $HD | HOME DEPOT, INC. | $44,691 | 0.0% | +59% | 60.3 |
| 204 |  $RIO | RIO TINTO PLC | $44,186 | 0.0% | +22% | — |
| 205 |  $CEG | Constellation Energy Corp | $44,147 | 0.0% | -38% | 59.4 |
| 206 | — | INLAND REAL ESTATE INCOME TRUST INC - COM | $43,790 | 0.0% | +0% | — |
| 207 | — | FIRST TRUST CLOUD COMPUTING INDEX ETF - ETF | $42,185 | 0.0% | +0% | — |
| 208 |  $SHEL | Shell plc | $42,120 | 0.0% | +12% | — |
| 209 |  $IVT | InvenTrust Properties Corp. | $41,087 | 0.0% | +1% | 56.8 |
| 210 | $GS | GOLDMAN SACHS GROUP INC | $41,031 | 0.0% | +78% | 73.5 |
| 211 | — | ISHARES U S OIL & GAS EXPLORATION & PROD ETF - ETF | $40,804 | 0.0% | +1% | — |
| 212 |  $STX | Seagate Technology Holdings plc | $39,389 | 0.0% | +0% | — |
| 213 |  $BLK | BlackRock, Inc. | $38,958 | 0.0% | +3% | 70 |
| 214 |  $IVZ | Invesco Ltd. | $38,780 | 0.0% | +0% | — |
| 215 |  $CLF | CLEVELAND-CLIFFS INC. | $38,217 | 0.0% | +0% | 38.3 |
| 216 | — | STATE STREET MATERIALS SELECT SECTOR SPDR ETF - ETF | $37,738 | 0.0% | +0% | — |
| 217 |  $KMI | KINDER MORGAN, INC. | $37,732 | 0.0% | +1% | 71.3 |
| 218 |  $DD | DuPont de Nemours, Inc. | $36,885 | 0.0% | -67% | 47 |
| 219 |  $LUV | SOUTHWEST AIRLINES CO | $36,681 | 0.0% | +0% | 55.9 |
| 220 |  $TFC | TRUIST FINANCIAL CORP | $36,259 | 0.0% | +1% | 76.4 |
| 221 |  $BLD | QXO Insulation, LLC | $35,453 | 0.0% | +0% | 56.4 |
| 222 |  $BCML | BayCom Corp | $35,060 | 0.0% | +1% | 35.1 |
| 223 |  $USB | US BANCORP \DE\ | $34,426 | 0.0% | +1% | 65.3 |
| 224 |  $FAX | ABRDN ASIA-PACIFIC INCOME FUND, INC. | $34,252 | 0.0% | +3% | — |
| 225 |  $GSK | GSK plc | $34,189 | 0.0% | +24% | — |
| 226 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $34,188 | 0.0% | +1% | 73.7 |
| 227 | — | ARK INNOVATION ETF - ETF | $33,944 | 0.0% | +0% | — |
| 228 |  $GE | GENERAL ELECTRIC CO | $32,445 | 0.0% | +0% | 73.8 |
| 229 |  $XEL | XCEL ENERGY INC | $32,428 | 0.0% | +1% | 56.4 |
| 230 |  $DUK | Duke Energy CORP | $32,257 | 0.0% | +1% | 56.4 |
| 231 |  $MSI | Motorola Solutions, Inc. | $32,045 | 0.0% | +0% | 71.8 |
| 232 |  $MAIN | Main Street Capital CORP | $31,455 | 0.0% | -43% | — |
| 233 |  $MS | MORGAN STANLEY | $30,467 | 0.0% | NEW | 75.8 |
| 234 | — | STATE STREET GLOBAL ALLOCATION ETF - ETF | $30,442 | 0.0% | +1% | — |
| 235 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $30,200 | 0.0% | +23% | 70 |
| 236 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $29,891 | 0.0% | +52% | — |
| 237 |  $JCI | Johnson Controls International plc | $28,999 | 0.0% | +0% | — |
| 238 |  $FDX | FEDEX CORP | $28,790 | 0.0% | +0% | 60.3 |
| 239 |  $DMLP | DORCHESTER MINERALS, L.P. | $27,892 | 0.0% | +2% | 70.5 |
| 240 | — | ISHARES MSCI ACWI ETF - ETF | $27,745 | 0.0% | +8% | — |
| 241 | — | STATE STREET SPDR S&P HOMEBUILDERS ETF - ETF | $27,681 | 0.0% | +0% | — |
| 242 |  $LOW | LOWES COMPANIES INC | $27,661 | 0.0% | +0% | 60.8 |
| 243 |  $GILD | GILEAD SCIENCES, INC. | $26,934 | 0.0% | +0% | 57.4 |
| 244 |  $SAP | SAP SE | $25,374 | 0.0% | +81% | — |
| 245 |  $AXP | AMERICAN EXPRESS CO | $24,180 | 0.0% | +610% | 69.4 |
| 246 | — | ISHARES MSCI EAFE ETF - ETF | $23,685 | 0.0% | +0% | — |
| 247 |  $HPQ | HP INC | $23,483 | 0.0% | +2% | 59.3 |
| 248 |  $DOV | DOVER Corp | $23,225 | 0.0% | +55% | 58.1 |
| 249 |  $TT | Trane Technologies plc | $23,134 | 0.0% | +2250% | — |
| 250 |  $CCZ | COMCAST CORP | $22,342 | 0.0% | +1% | 59.5 |
| 251 | — | DIMENSIONAL WORLD EX U S CORE EQUITY 2 ETF - ETF | $22,257 | 0.0% | +1% | — |
| 252 | — | GLOBAL X CYBERSECURITY ETF - ETF | $21,990 | 0.0% | +0% | — |
| 253 |  $NTRS | NORTHERN TRUST CORP | $21,876 | 0.0% | +1% | 65.2 |
| 254 |  $WELL | WELLTOWER INC. | $21,599 | 0.0% | +0% | 59.8 |
| 255 |  $AMT | AMERICAN TOWER CORP /MA/ | $21,513 | 0.0% | +25% | 66.3 |
| 256 | — | ISHARES 20 YR TREASURY BOND ETF - ETF | $21,495 | 0.0% | +1% | — |
| 257 |  $BKR | Baker Hughes Co | $21,439 | 0.0% | +0% | 60.7 |
| 258 | — | DIMENSIONAL U S CORE EQUITY 2 ETF - ETF | $21,146 | 0.0% | +0% | — |
| 259 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $20,132 | 0.0% | +0% | 65.1 |
| 260 |  $ADI | ANALOG DEVICES INC | $20,115 | 0.0% | +0% | 79.2 |
| 261 |  $SIRI | SIRIUS XM HOLDINGS INC. | $20,000 | 0.0% | +1% | 61.5 |
| 262 |  $BUI | BlackRock Utilities, Infrastructure & Power Opportunities Trust | $19,659 | 0.0% | +1% | — |
| 263 |  $AA | Alcoa Corp | $19,564 | 0.0% | +0% | 63.4 |
| 264 | — | SPDR S&P REGIONAL BANKING ETF - ETF | $19,317 | 0.0% | +0% | — |
| 265 | — | ISHARES JP MORGAN USD EMERGING MARKETS ETF - ETF | $19,216 | 0.0% | +1% | — |
| 266 | — | VANGUARD ENERGY ETF - ETF | $19,019 | 0.0% | +1% | — |
| 267 |  $KVUE | Kenvue Inc. | $18,951 | 0.0% | +1% | 60.3 |
| 268 |  $ETR | ENTERGY CORP /DE/ | $18,878 | 0.0% | +1% | 59.5 |
| 269 |  $SPOT | Spotify Technology S.A. | $18,824 | 0.0% | +32% | — |
| 270 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $18,797 | 0.0% | NEW | 52.1 |
| 271 | — | DIMENSIONAL U S EQUITY MARKET ETF - ETF | $18,437 | 0.0% | +0% | — |
| 272 |  $ALH | Alliance Laundry Holdings Inc. | $18,299 | 0.0% | NEW | 60 |
| 273 | — | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF - ETF | $18,154 | 0.0% | +1% | — |
| 274 |  $BMY | BRISTOL MYERS SQUIBB CO | $17,893 | 0.0% | +1% | 70.4 |
| 275 |  $LEU | CENTRUS ENERGY CORP | $17,794 | 0.0% | +0% | 41.3 |
| 276 |  $MP | MP Materials Corp. / DE | $17,755 | 0.0% | +0% | 34.2 |
| 277 |  $TGT | TARGET CORP | $17,734 | 0.0% | +1% | 60.7 |
| 278 |  $TM | TOYOTA MOTOR CORP/ | $17,347 | 0.0% | NEW | — |
| 279 | — | ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR - COM | $17,133 | 0.0% | NEW | — |
| 280 |  $YUM | YUM BRANDS INC | $16,986 | 0.0% | +0% | 73.7 |
| 281 |  $KDP | Keurig Dr Pepper Inc. | $16,936 | 0.0% | +1% | 64.6 |
| 282 |  $BTI | British American Tobacco p.l.c. | $16,583 | 0.0% | +2% | — |
| 283 | — | TIMOTHY PLAN U S LARGE MID CAP CORE ETF - ETF | $16,527 | 0.0% | +0% | — |
| 284 |  $NUE | NUCOR CORP | $16,520 | 0.0% | +0% | 61.7 |
| 285 |  $AMAT | APPLIED MATERIALS INC /DE | $16,501 | 0.0% | +0% | 72.3 |
| 286 |  $TJX | TJX COMPANIES INC /DE/ | $16,308 | 0.0% | +1% | 68.7 |
| 287 | $DOV | DOVER Corp | $16,105 | 0.0% | +1% | 58.1 |
| 288 |  $WBD | Warner Bros. Discovery, Inc. | $16,076 | 0.0% | +0% | 41.4 |
| 289 | — | POINT BRIDGE AMERICA FIRST ETF - ETF | $15,511 | 0.0% | +0% | — |
| 290 | — | ISHARES GLOBAL COMM SERVICES ETF - ETF | $15,460 | 0.0% | +0% | — |
| 291 |  $D | DOMINION ENERGY, INC | $15,293 | 0.0% | +0% | 69.9 |
| 292 |  $UBS | UBS Group AG | $15,041 | 0.0% | NEW | — |
| 293 | — | UNICREDIT SPA ADR NEW 2017 - COM | $14,844 | 0.0% | NEW | — |
| 294 | — | GLOBAL X COPPER MINERS ETF - ETF | $14,742 | 0.0% | +0% | — |
| 295 | — | NESTLE S A SPON ADR REPSTG REG SHS - COM | $14,349 | 0.0% | +30% | — |
| 296 |  $SMR | NUSCALE POWER Corp | $14,263 | 0.0% | +0% | 7.9 |
| 297 | — | FIRST TRUST CONSUMER STAPLES ALPHADEX ETF - ETF | $14,015 | 0.0% | +0% | — |
| 298 |  $USAR | USA Rare Earth, Inc. | $13,811 | 0.0% | +0% | 16 |
| 299 |  $ENB | ENBRIDGE INC | $13,767 | 0.0% | +1% | 66.7 |
| 300 |  $CECO | CECO ENVIRONMENTAL CORP | $13,611 | 0.0% | +0% | 24.6 |
| 301 | — | VANGUARD FTSE EUROPE ETF - ETF | $13,580 | 0.0% | +194% | — |
| 302 |  $TPR | TAPESTRY, INC. | $13,485 | 0.0% | +0% | 72.7 |
| 303 |  $APD | Air Products & Chemicals, Inc. | $13,411 | 0.0% | +0% | 46.4 |
| 304 | — | MITSUBISHI HEAVY INDUSTRIES LTD ADR - COM | $13,188 | 0.0% | NEW | — |
| 305 |  $BABA | Alibaba Group Holding Ltd | $13,165 | 0.0% | +0% | — |
| 306 | — | ISHARES MSCI MEXICO ETF - ETF | $13,159 | 0.0% | +2% | — |
| 307 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF - ETF | $13,014 | 0.0% | +0% | — |
| 308 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $12,914 | 0.0% | +0% | 65.7 |
| 309 |  $HMC | HONDA MOTOR CO LTD | $12,807 | 0.0% | +2% | — |
| 310 | — | SCHWAB CHARLES CORP - COM | $12,783 | 0.0% | +144% | — |
| 311 |  $WSO | WATSCO INC | $12,612 | 0.0% | +0% | 51.5 |
| 312 | — | FIDELITY DISRUPTORS ETF - ETF | $12,466 | 0.0% | +0% | — |
| 313 |  $ABT | ABBOTT LABORATORIES | $12,398 | 0.0% | +38% | 65.5 |
| 314 |  $DVN | DEVON ENERGY CORP/DE | $12,222 | 0.0% | +34% | 74.8 |
| 315 | — | ITOCHU CORP ADR - COM | $12,198 | 0.0% | NEW | — |
| 316 |  $FANG | Diamondback Energy, Inc. | $12,138 | 0.0% | +0% | 76.1 |
| 317 | — | NEOS NASDAQ 100 HIGH INCOME ETF - ETF | $12,128 | 0.0% | +4% | — |
| 318 | — | INSPIRE SMALL MIDCAP ETF - ETF | $11,876 | 0.0% | +0% | — |
| 319 |  $CL | COLGATE PALMOLIVE CO | $11,860 | 0.0% | +0% | 61.3 |
| 320 | — | AIRBUS SE ADR - COM | $11,781 | 0.0% | +1% | — |
| 321 | — | ISHARES PREFERRED & INCOME SECS ETF - ETF | $11,740 | 0.0% | +1% | — |
| 322 |  $CCI | CROWN CASTLE INC. | $11,672 | 0.0% | +1% | 61.7 |
| 323 | — | INSPIRE INTERNATIONAL ETF - ETF | $11,391 | 0.0% | +0% | — |
| 324 | — | INSPIRE GLOBAL HOPE ETF - ETF | $11,357 | 0.0% | +0% | — |
| 325 |  $BX | Blackstone Inc. | $11,301 | 0.0% | +1% | 74.4 |
| 326 |  $SLB | SLB LIMITED/NV | $11,107 | 0.0% | +1% | 57.9 |
| 327 | — | COMPAGNIE FINANCIERE RICHEMONT AG SWITZERLAND ADR - COM | $11,000 | 0.0% | NEW | — |
| 328 |  $EW | Edwards Lifesciences Corp | $10,855 | 0.0% | +0% | 69.4 |
| 329 |  $ING | ING GROEP NV | $10,715 | 0.0% | NEW | — |
| 330 |  $CNP | CENTERPOINT ENERGY INC | $10,667 | 0.0% | +0% | 53.2 |
| 331 |  $UUUU | ENERGY FUELS INC | $10,658 | 0.0% | +0% | 33.8 |
| 332 |  $AMP | AMERIPRISE FINANCIAL INC | $10,627 | 0.0% | +0% | 68.7 |
| 333 |  $ANET | Arista Networks, Inc. | $10,533 | 0.0% | +0% | 81.9 |
| 334 | — | FRANKLIN INTL CORE DIVIDEND TILT INDEX ETF - ETF | $10,509 | 0.0% | +0% | — |
| 335 |  $PCAR | PACCAR INC | $10,505 | 0.0% | +295% | 56.5 |
| 336 |  $HOG | HARLEY-DAVIDSON, INC. | $10,505 | 0.0% | +1% | 37 |
| 337 |  $KR | KROGER CO | $10,483 | 0.0% | +1% | 52.6 |
| 338 |  $FE | FIRSTENERGY CORP | $10,420 | 0.0% | +0% | 61.5 |
| 339 |  $SMCI | Super Micro Computer, Inc. | $10,266 | 0.0% | +0% | 62 |
| 340 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $10,191 | 0.0% | NEW | — |
| 341 | — | VANGUARD MID CAP VALUE ETF - ETF | $9,682 | 0.0% | +0% | — |
| 342 |  $AFL | AFLAC INC | $9,671 | 0.0% | +0% | 61.3 |
| 343 |  $ONON | On Holding AG | $9,599 | 0.0% | +0% | 53.1 |
| 344 |  $DEO | DIAGEO PLC | $9,557 | 0.0% | +1% | — |
| 345 |  $HWM | Howmet Aerospace Inc. | $9,526 | 0.0% | +0% | 73.9 |
| 346 | — | EWSB BANCORP INC - COM | $9,500 | 0.0% | +0% | — |
| 347 |  $CART | Maplebear Inc. | $9,281 | 0.0% | +0% | 70.6 |
| 348 |  $UBER | Uber Technologies, Inc | $9,020 | 0.0% | +0% | 73.5 |
| 349 |  $SONY | Sony Group Corp | $8,991 | 0.0% | +1020% | — |
| 350 | — | BNP PARIBAS SPON ADR REPGSTG 1/2 SH - COM | $8,965 | 0.0% | NEW | — |
| 351 | — | ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF | $8,959 | 0.0% | +1% | — |
| 352 |  $IPGP | IPG PHOTONICS CORP | $8,799 | 0.0% | +0% | 41.6 |
| 353 |  $B | BARRICK MINING CORP | $8,644 | 0.0% | +0% | 69.6 |
| 354 |  $VST | Vistra Corp. | $8,613 | 0.0% | +0% | 71.9 |
| 355 |  $NU | Nu Holdings Ltd. | $8,016 | 0.0% | +0% | — |
| 356 |  $UNP | UNION PACIFIC CORP | $7,928 | 0.0% | NEW | 69.7 |
| 357 | — | ISHARES SEMICONDUCTOR ETF - ETF | $7,740 | 0.0% | +0% | — |
| 358 | — | AMPLIFY DIGITAL PAYMENTS ETF - ETF | $7,514 | 0.0% | +0% | — |
| 359 |  $TTE | TotalEnergies SE | $7,465 | 0.0% | NEW | 50.6 |
| 360 |  $SAN | Banco Santander, S.A. | $7,461 | 0.0% | NEW | — |
| 361 |  $OLN | OLIN Corp | $7,335 | 0.0% | +1% | 44.2 |
| 362 |  $STZ | CONSTELLATION BRANDS, INC. | $7,279 | 0.0% | +0% | 59.8 |
| 363 |  $BCS | BARCLAYS PLC | $7,225 | 0.0% | NEW | — |
| 364 | — | DEFIANCE QUANTUM ETF - ETF | $7,183 | 0.0% | +0% | — |
| 365 |  $GWW | W.W. GRAINGER, INC. | $7,084 | 0.0% | +0% | 61.8 |
| 366 | — | ISHARES US SMALL CAP VALUE FACTOR ETF - ETF | $7,021 | 0.0% | +1% | — |
| 367 | — | FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX ETF - ETF | $6,947 | 0.0% | +0% | — |
| 368 | — | VANECK RARE EARTH STRATEGIC METALS ETF - ETF | $6,918 | 0.0% | +0% | — |
| 369 | — | HITACHI LTD ADR 10 COM - COM | $6,913 | 0.0% | NEW | — |
| 370 |  $SCHW | SCHWAB CHARLES CORP | $6,911 | 0.0% | +0% | 79.4 |
| 371 |  $DHR | DANAHER CORP /DE/ | $6,908 | 0.0% | +177% | 64.8 |
| 372 |  $CRWD | CrowdStrike Holdings, Inc. | $6,868 | 0.0% | +0% | 67.7 |
| 373 |  $GFL | GFL Environmental Inc. | $6,820 | 0.0% | +0% | — |
| 374 |  $FDXF | FedEx Freight Holding Company, Inc. | $6,795 | 0.0% | NEW | — |
| 375 |  $GM | General Motors Co | $6,794 | 0.0% | +0% | 54.3 |
| 376 | — | VANGUARD SMALL CAP GROWTH ETF - ETF | $6,609 | 0.0% | +0% | — |
| 377 |  $PBF | PBF Energy Inc. | $6,584 | 0.0% | +1% | 50.5 |
| 378 | — | XTRACKERS MSCI EAFE HEDGED EQUITY ETF - ETF | $6,556 | 0.0% | +0% | — |
| 379 | — | TIDAL DEFIANCE AI & POWER INFRASTUCTURE ETF - ETF | $6,515 | 0.0% | NEW | — |
| 380 |  $BHP | BHP Group Ltd | $6,332 | 0.0% | NEW | — |
| 381 | — | YASKAWA ELECTRIC CORP ADR - COM | $6,167 | 0.0% | NEW | — |
| 382 | $IVZ | Invesco Ltd. | $6,096 | 0.0% | +0% | — |
| 383 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF - ETF | $6,064 | 0.0% | +0% | — |
| 384 | — | LEGRAND S A ADR - COM | $6,015 | 0.0% | NEW | — |
| 385 |  $NWG | NatWest Group plc | $5,906 | 0.0% | NEW | — |
| 386 |  $CRWV | CoreWeave, Inc. | $5,773 | 0.0% | +45% | 52.2 |
| 387 |  $HSBC | HSBC HOLDINGS PLC | $5,735 | 0.0% | NEW | — |
| 388 | — | VINCI S A ADR - COM | $5,473 | 0.0% | NEW | — |
| 389 | — | ZION OIL & GAS INC - COM | $5,401 | 0.0% | +0% | — |
| 390 |  $NET | Cloudflare, Inc. | $5,396 | 0.0% | NEW | 56.4 |
| 391 | — | TENCENT HOLDINGS LTD UNSPON ADR - COM | $5,382 | 0.0% | +1% | — |
| 392 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $5,191 | 0.0% | NEW | — |
| 393 |  $SNY | Sanofi | $5,153 | 0.0% | NEW | — |
| 394 |  $GFS | GLOBALFOUNDRIES Inc. | $5,109 | 0.0% | NEW | 48.2 |
| 395 | — | SCHWAB U S DIVIDEND EQUITY ETF - ETF | $5,102 | 0.0% | +3% | — |
| 396 |  $YUMC | Yum China Holdings, Inc. | $5,069 | 0.0% | +1% | 61.2 |
| 397 |  $BMI | BADGER METER INC | $5,045 | 0.0% | +0% | 61 |
| 398 | — | ISHARES RUSSELL 1000 ETF - ETF | $5,006 | 0.0% | +0% | — |
| 399 |  $GRMN | GARMIN LTD | $4,953 | 0.0% | -50% | — |
| 400 |  $SWBI | SMITH & WESSON BRANDS, INC. | $4,941 | 0.0% | +1% | 54.4 |
| 401 | — | VANGUARD SMALL CAP VALUE ETF - ETF | $4,860 | 0.0% | +0% | — |
| 402 |  $DDD | 3D SYSTEMS CORP | $4,654 | 0.0% | +52% | 25 |
| 403 |  $EG | EVEREST GROUP, LTD. | $4,644 | 0.0% | +0% | — |
| 404 |  $EQIX | EQUINIX INC | $4,548 | 0.0% | +0% | 59 |
| 405 |  $SNPS | SYNOPSYS INC | $4,461 | 0.0% | +0% | 67.9 |
| 406 | — | VANECK GOLD MINERS ETF - ETF | $4,444 | 0.0% | +0% | — |
| 407 |  $BUD | Anheuser-Busch InBev SA/NV | $4,409 | 0.0% | +2% | — |
| 408 |  $CCL | Carnival Corp Ltd. | $4,387 | 0.0% | +1% | — |
| 409 |  $ECL | ECOLAB INC. | $4,372 | 0.0% | +0% | 63.3 |
| 410 | — | SIEMENS A G SPON ADR - COM | $4,345 | 0.0% | NEW | — |
| 411 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $4,318 | 0.0% | +0% | 65.1 |
| 412 |  $DELL | Dell Technologies Inc. | $4,315 | 0.0% | +0% | 71.2 |
| 413 |  $SHW | SHERWIN WILLIAMS CO | $4,296 | 0.0% | +0% | 61.3 |
| 414 | — | DSV A/S UNSPON ADR - COM | $4,280 | 0.0% | NEW | — |
| 415 |  $ARM | ARM HOLDINGS PLC /UK | $4,255 | 0.0% | NEW | — |
| 416 |  $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | $4,207 | 0.0% | +88% | 52.2 |
| 417 |  $SYY | SYSCO CORP | $4,186 | 0.0% | +0% | 54.7 |
| 418 | — | VANECK JUNIOR GOLD MINERS ETF - ETF | $4,170 | 0.0% | +0% | — |
| 419 |  $BSX | BOSTON SCIENTIFIC CORP | $4,055 | 0.0% | +0% | 77.5 |
| 420 |  $CSX | CSX CORP | $4,004 | 0.0% | NEW | 65.2 |
| 421 | — | ISHARES SHORT DURATION BOND ACTIVE ETF - ETF | $3,984 | 0.0% | +1% | — |
| 422 |  $AZN | ASTRAZENECA PLC | $3,982 | 0.0% | +0% | — |
| 423 |  $ISRG | INTUITIVE SURGICAL INC | $3,977 | 0.0% | NEW | 79.9 |
| 424 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $3,956 | 0.0% | NEW | — |
| 425 | — | HONG KONG EXCHANGES & CLEARING LTD ADR - COM | $3,934 | 0.0% | NEW | — |
| 426 |  $TEL | TE Connectivity plc | $3,894 | 0.0% | +0% | — |
| 427 |  $IMOS | CHIPMOS TECHNOLOGIES INC | $3,855 | 0.0% | +0% | — |
| 428 | — | SEA LTD ADR - COM | $3,833 | 0.0% | +0% | — |
| 429 | — | DEUTSCHE TELEKOM AG SPON ADR - COM | $3,792 | 0.0% | NEW | — |
| 430 | — | COMMONWEALTH BANK OF AUSTRALIA SPONSORED ADR - COM | $3,663 | 0.0% | NEW | — |
| 431 | — | PACER U S CASH COWS 100 ETF - ETF | $3,608 | 0.0% | +0% | — |
| 432 |  $RGR | STURM RUGER & CO INC | $3,584 | 0.0% | +1% | 49.4 |
| 433 | — | DEUTSCHE POST AG SPON ADR - COM | $3,544 | 0.0% | NEW | — |
| 434 |  $NVO | NOVO NORDISK A S | $3,394 | 0.0% | +294% | — |
| 435 |  $RUM | RUM Group Inc. | $3,360 | 0.0% | +0% | 32.2 |
| 436 |  $SHOP | SHOPIFY INC. | $3,311 | 0.0% | +0% | 64.9 |
| 437 |  $ES | EVERSOURCE ENERGY | $3,284 | 0.0% | +0% | 66.1 |
| 438 | — | DEUTSCHE BOERSE AG UNSPON ADR - COM | $3,122 | 0.0% | NEW | — |
| 439 | — | DIMENSIONAL U S TARGET VALUE ETF - ETF | $3,087 | 0.0% | +0% | — |
| 440 |  $KNOP | KNOT Offshore Partners LP | $3,085 | 0.0% | +0% | 43.3 |
| 441 | — | PANASONIC HOLDINGS CORP ADR - COM | $2,989 | 0.0% | +1% | — |
| 442 |  $BGS | B&G Foods, Inc. | $2,983 | 0.0% | +4% | 37 |
| 443 |  $NOW | ServiceNow, Inc. | $2,978 | 0.0% | NEW | 72.9 |
| 444 | — | HIGHLANDS REIT INC - COM | $2,900 | 0.0% | +0% | — |
| 445 |  $MKC | MCCORMICK & CO INC | $2,874 | 0.0% | +0% | 67.6 |
| 446 | — | FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX ETF - ETF | $2,873 | 0.0% | +0% | — |
| 447 |  $ALB | ALBEMARLE CORP | $2,873 | 0.0% | +0% | 53.3 |
| 448 | — | ERSHARES PRIVATE PUBLIC CROSSOVER ETF - ETF | $2,842 | 0.0% | NEW | — |
| 449 | — | ISHARES MICROCAP ETF - ETF | $2,801 | 0.0% | +0% | — |
| 450 |  $TROW | PRICE T ROWE GROUP INC | $2,767 | 0.0% | +0% | 69 |
| 451 |  $UA | Under Armour, Inc. | $2,737 | 0.0% | +0% | 34.6 |
| 452 |  $UTHR | UNITED THERAPEUTICS Corp | $2,709 | 0.0% | +0% | 71.3 |
| 453 |  $ADP | AUTOMATIC DATA PROCESSING INC | $2,693 | 0.0% | +0% | 69.8 |
| 454 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $2,627 | 0.0% | +0% | 72.6 |
| 455 |  $KTB | Kontoor Brands, Inc. | $2,620 | 0.0% | +0% | 66 |
| 456 |  $DASH | DoorDash, Inc. | $2,583 | 0.0% | +0% | 71 |
| 457 |  $NVEC | NVE CORP /NEW/ | $2,557 | 0.0% | +0% | 63.5 |
| 458 |  $BIDU | Baidu, Inc. | $2,514 | 0.0% | +0% | 27 |
| 459 | — | XIAOMI CORP CL B - COM | $2,473 | 0.0% | +0% | — |
| 460 | — | BYD CO LTD UNSPON ADR - COM | $2,459 | 0.0% | +0% | — |
| 461 | — | PACER U S SMALL CAP CASH COWS ETF - ETF | $2,429 | 0.0% | +0% | — |
| 462 |  $TISI | TEAM INC | $2,419 | 0.0% | +0% | 33.4 |
| 463 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $2,412 | 0.0% | +0% | 66.4 |
| 464 |  $ON | ON SEMICONDUCTOR CORP | $2,364 | 0.0% | +0% | 55 |
| 465 | — | INFINEON TECHNOLOGIES AG SPONSORED ADR - COM | $2,255 | 0.0% | +0% | — |
| 466 | — | LVMH MOET HENNESSY LOUIS VUITTON ADR - COM | $2,238 | 0.0% | NEW | — |
| 467 | $IVZ | Invesco Ltd. | $2,228 | 0.0% | +0% | — |
| 468 |  $FCEL | FUELCELL ENERGY INC | $2,221 | 0.0% | +0% | 34.9 |
| 469 |  $OPEN | Opendoor Technologies Inc. | $2,218 | 0.0% | +0% | 22.5 |
| 470 |  $RIVN | Rivian Automotive, Inc. / DE | $2,203 | 0.0% | +0% | 35.9 |
| 471 |  $APH | AMPHENOL CORP /DE/ | $2,116 | 0.0% | NEW | 79.3 |
| 472 |  $MTW | MANITOWOC CO INC | $2,111 | 0.0% | +0% | 47.3 |
| 473 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $2,034 | 0.0% | +0% | 64.4 |
| 474 |  $MFC | MANULIFE FINANCIAL CORP | $2,016 | 0.0% | +2% | — |
| 475 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $1,946 | 0.0% | +0% | — |
| 476 |  $WU | Western Union CO | $1,884 | 0.0% | +3% | 48 |
| 477 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $1,863 | 0.0% | +0% | — |
| 478 |  $ACGL | ARCH CAPITAL GROUP LTD. | $1,844 | 0.0% | +0% | — |
| 479 |  $VOD | VODAFONE GROUP PUBLIC LTD CO | $1,842 | 0.0% | +0% | — |
| 480 |  $NVS | NOVARTIS AG | $1,822 | 0.0% | +0% | — |
| 481 |  $SNOW | Snowflake Inc. | $1,782 | 0.0% | +0% | 54.9 |
| 482 | — | ISHARES MSCI SOUTH AFRICA ETF - ETF | $1,769 | 0.0% | +0% | — |
| 483 |  $UNM | Unum Group | $1,667 | 0.0% | +0% | 52.1 |
| 484 |  $AVNS | AVANOS MEDICAL, INC. | $1,667 | 0.0% | +0% | 36.1 |
| 485 |  $NBIS | Nebius Group N.V. | $1,657 | 0.0% | NEW | — |
| 486 |  $NMAX | Newsmax Inc. | $1,656 | 0.0% | +0% | 35 |
| 487 |  $MSTR | Strategy Inc | $1,652 | 0.0% | +0% | 17.9 |
| 488 |  $CLX | CLOROX CO /DE/ | $1,649 | 0.0% | +0% | 54.1 |
| 489 |  $ASB | ASSOCIATED BANC-CORP | $1,644 | 0.0% | +0% | 64.9 |
| 490 |  $TOST | Toast, Inc. | $1,641 | 0.0% | +0% | 69.5 |
| 491 |  $SFM | Sprouts Farmers Market, Inc. | $1,522 | 0.0% | +0% | 64.8 |
| 492 |  $DKNG | DraftKings Inc. | $1,516 | 0.0% | +0% | 60.4 |
| 493 |  $BWXT | BWX Technologies, Inc. | $1,363 | 0.0% | +0% | 63.8 |
| 494 |  $BLDR | Builders FirstSource, Inc. | $1,342 | 0.0% | +0% | 45.9 |
| 495 |  $MATV | Mativ Holdings, Inc. | $1,270 | 0.0% | +1% | 52.8 |
| 496 |  $PTON | PELOTON INTERACTIVE, INC. | $1,182 | 0.0% | +0% | 54.3 |
| 497 |  $GEV | GE Vernova Inc. | $1,180 | 0.0% | +0% | 81.1 |
| 498 |  $SOLS | Solstice Advanced Materials Inc. | $1,154 | 0.0% | +0% | 61.6 |
| 499 | — | BYD CO LTD SHS H - COM | $1,115 | 0.0% | +0% | — |
| 500 |  $MUSA | Murphy USA Inc. | $1,086 | 0.0% | +0% | 52.7 |
| 501 |  $LWLG | Lightwave Logic, Inc. | $1,041 | 0.0% | +0% | — |
| 502 | — | AMPLIFY ALTERNATIVE HARVEST ETF - ETF | $983 | 0.0% | +0% | — |
| 503 |  $SOLV | Solventum Corp | $926 | 0.0% | -96% | 55.2 |
| 504 |  $LUMN | Lumen Technologies, Inc. | $901 | 0.0% | +0% | 47 |
| 505 | — | GLOBAL X LITHIUM & BATTERY TECH ETF - ETF | $892 | 0.0% | +0% | — |
| 506 |  $QS | QuantumScape Corp | $885 | 0.0% | +0% | — |
| 507 |  $LUCD | Lucid Diagnostics Inc. | $856 | 0.0% | +0% | — |
| 508 | — | ROCHE HOLDING LIMITED SPONSORED ADR - COM | $770 | 0.0% | NEW | — |
| 509 |  $RKT | Rocket Companies, Inc. | $740 | 0.0% | +0% | 74.2 |
| 510 |  $BCYC | BICYCLE THERAPEUTICS PLC | $729 | 0.0% | +0% | — |
| 511 |  $VSNT | Versant Media Group, Inc. | $727 | 0.0% | +0% | 61 |
| 512 | — | GREAT WALL MOTOR CO LTD ADR - COM | $701 | 0.0% | +0% | — |
| 513 | — | JPMORGAN INCOME ETF - ETF | $700 | 0.0% | +0% | — |
| 514 | — | GANFENG LITHIUM GROUP CO LTD SHS H - COM | $693 | 0.0% | +0% | — |
| 515 | — | PROSHARES K-1 FREE CRUDE OIL ETF - ETF | $617 | 0.0% | +0% | — |
| 516 |  $BRCC | BRC Inc. | $555 | 0.0% | +0% | 41.3 |
| 517 |  $STLA | Stellantis N.V. | $534 | 0.0% | +0% | — |
| 518 | — | GLENSTAR MINERALS INC - COM | $532 | 0.0% | +0% | — |
| 519 |  $TDOC | Teladoc Health, Inc. | $526 | 0.0% | +0% | 40.8 |
| 520 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $500 | 0.0% | +0% | 55.6 |
| 521 |  $MRNA | Moderna, Inc. | $490 | 0.0% | +0% | 21.2 |
| 522 |  $CSIQ | Canadian Solar Inc. | $481 | 0.0% | +0% | — |
| 523 |  $RPD | Rapid7, Inc. | $446 | 0.0% | +0% | 48.3 |
| 524 |  $HRTX | HERON THERAPEUTICS, INC. /DE/ | $427 | 0.0% | +0% | 24.7 |
| 525 | — | ADIDAS AG NAMEN AKT - COM | $409 | 0.0% | +0% | — |
| 526 |  $XPEV | XPENG INC. | $371 | 0.0% | +0% | — |
| 527 | — | ARK BLOCKCHAIN & FINTECH INNOVATION ETF - ETF | $355 | 0.0% | +0% | — |
| 528 |  $DNA | Ginkgo Bioworks Holdings, Inc. | $327 | 0.0% | +0% | 18.8 |
| 529 | — | SUNNY OPTICAL TECH GRP COMPANY LTD ADR - COM | $312 | 0.0% | +0% | — |
| 530 |  $CGAU | Centerra Gold Inc. | $306 | 0.0% | +0% | — |
| 531 |  $TMC | TMC the metals Co Inc. | $292 | 0.0% | +0% | — |
| 532 |  $DJT | Trump Media & Technology Group Corp. | $263 | 0.0% | +0% | 31 |
| 533 | — | SCHWAB U S LARGE CAP GROWTH ETF - ETF | $203 | 0.0% | NEW | — |
| 534 |  $GEHC | GE HealthCare Technologies Inc. | $129 | 0.0% | +0% | 55.7 |
| 535 |  $SJM | J M SMUCKER Co | $129 | 0.0% | +0% | 59.1 |
| 536 |  $NCLH | Norwegian Cruise Line Holdings Ltd. | $127 | 0.0% | +0% | — |
| 537 | — | AMARIN CORP PLC SPON ADS - COM | $112 | 0.0% | +0% | — |
| 538 |  $SNAP | Snap Inc | $111 | 0.0% | +0% | 56.2 |
| 539 | $DJT | Trump Media & Technology Group Corp. | $102 | 0.0% | +0% | 31 |
| 540 |  $WOLF | WOLFSPEED, INC. | $97 | 0.0% | +0% | 22.8 |
| 541 |  $MAGN | Magnera Corp | $90 | 0.0% | +0% | 50.3 |
| 542 |  $PSQH | PSQ Holdings, Inc. | $89 | 0.0% | +0% | — |
| 543 | — | SOLARWINDOW TECHNOLOGIES INC - COM | $59 | 0.0% | +0% | — |
| 544 |  $PLUR | Pluri Inc. | $54 | 0.0% | +0% | 23.2 |
| 545 | — | SONY FINANCIAL GROUP INC ADR - COM | $35 | 0.0% | +0% | — |
| 546 |  $CGC | Canopy Growth Corp | $21 | 0.0% | +0% | 26 |
| 547 |  $ACB | AURORA CANNABIS INC | $11 | 0.0% | +0% | — |
| 548 |  $ICE | Intercontinental Exchange, Inc. | $10 | 0.0% | -100% | 73.7 |
| 549 | $OPEN | Opendoor Technologies Inc. | $8 | 0.0% | +0% | 22.5 |
| 550 |  $KPLT | Katapult Holdings, Inc. | $7 | 0.0% | +0% | 48.7 |
| 551 | $OPEN | Opendoor Technologies Inc. | $5 | 0.0% | +0% | 22.5 |
| 552 |  $AMC | AMC ENTERTAINMENT HOLDINGS, INC. | $4 | 0.0% | +0% | 42.8 |
| 553 | $OPEN | Opendoor Technologies Inc. | $4 | 0.0% | +0% | 22.5 |
| 554 | — | DOGECOIN CASH INC - COM | $1 | 0.0% | +0% | — |
| 555 | — | TPI COMPOSITES INC - COM | $0 | 0.0% | +0% | — |
| 556 | — | VERTICAL COMPUTER SYSTEMS INC - COM | $0 | 0.0% | +0% | — |
| 557 | — | GLATFELTER CORP OLD - COM | $0 | 0.0% | +0% | — |
| 558 | — | CYBER ARK SOFTWARE SUBMITTED FOR TENDER LTD - COM | $0 | 0.0% | +0% | — |
| 559 | — | WALGREENS BOOTS ALLIANCE INC CONTINGENT VALUE RIGHTS - COM | $0 | 0.0% | +0% | — |
| 560 | — | CANNABIS SCIENCE INC - COM | $0 | 0.0% | +0% | — |
| 561 | — | CRRC CORP LTD SHS H - COM | $0 | 0.0% | +0% | — |
| 562 | — | SHARING ECONOMY INTL INC - COM | $0 | 0.0% | +0% | — |
| 563 | — | DMK PHARMACEUTICALS CORP PAR $0.0001 - COM | $0 | 0.0% | +0% | — |
| 564 | — | DOGECOIN CASH INC - COM | $0 | 0.0% | +0% | — |
| 565 | — | CANNAMERICA BRANDS CORP - COM | $0 | 0.0% | +0% | — |
| 566 | — | MONOGRAM TECHNOLOGIES CONTINGENT VALUE RIGHTS INC - COM | $0 | 0.0% | +0% | — |
| 567 | — | DOGECOIN CASH INC 144A - COM | $0 | 0.0% | +0% | — |
New Positions (52)
$HONA Honeywell Aerospace Inc.$777,759$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$298,492 ISHARES 7-10YR TREASURY BOND ETF - ETF$247,903
ISHARES CORE S&P MID CAP ETF - ETF$74,752
$MS MORGAN STANLEY$30,467$IP INTERNATIONAL PAPER CO /NEW/$18,797$ALH Alliance Laundry Holdings Inc.$18,299$TM TOYOTA MOTOR CORP/$17,347 ROLLS-ROYCE HOLDINGS PLC SPONSORED ADR - COM$17,133
$UBS UBS Group AG$15,041 UNICREDIT SPA ADR NEW 2017 - COM$14,844
MITSUBISHI HEAVY INDUSTRIES LTD ADR - COM$13,188
ITOCHU CORP ADR - COM$12,198
COMPAGNIE FINANCIERE RICHEMONT AG SWITZERLAND ADR - COM$11,000
$ING ING GROEP NV$10,715Exited Positions (14)
VANGUARD MEGA CAP INDEX ETF
THRIVENT CORE PLUS BOND ETF
AVANTIS EMERGING MARKETS EQUITY ETF
NYLI WINSLOW LARGE CAP GROWTH ETF
ISHARES CORE MSCI PAC ETF
THRIVENT SMALL MID CAP EQUITY ETF
BONDBLOXX BLOOMBERG 10 MNTH TARGET DURATION US TREASURY ETF
BONDBLOXX BLOOMBERG 20 YEAR TARGET DURATION US TREASURY ETF
$ABNB Airbnb, Inc.
$CTRA Coterra Energy Inc.
$QXO QXO, Inc.
$ADSK Autodesk, Inc.
$HYLN Hyliion Holdings Corp. BLACKROCK UTILS RTS INFRA & PWR EXP 04/02/26 OPPTYS TR
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