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SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

· CIK 0001079935
13F Portfolio $4.9B AUM 1,014 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 GSG ISHARES GOLD TR Financial Services 6,325,683.0 $587.8M 11.90% +979K +19.7% $92.92 -63.2%
2 VUG VANGUARD INDEX FDS 989,422.0 $432.2M 8.75% -36K -3.5% $436.79 -80.0%
3 GSLC GOLDMAN SACHS ETF TR 3,103,919.0 $388.4M 7.87% -2.2M -41.7% $125.13 +11.9%
4 FNDX SCHWAB STRATEGIC TR 8,425,671.0 $234.7M 4.75% +397K +4.9% $27.85 +8.8%
5 SSGA ACTIVE ETF TR 5,644,596.0 $224.3M 4.54% +203K +3.7% $39.73
6 GLDM WORLD GOLD TR Financial Services 2,353,509.0 $218.1M 4.42% NEW $92.69 -2.9%
7 AVES AMERICAN CENTY ETF TR 2,585,886.0 $155.1M 3.14% NEW $59.98 +8.9%
8 GOOGL ALPHABET INC Communication Services 370,220.0 $106.4M 2.16% -79K +-8.4% $287.51 +39.5%
9 AMZN AMAZON COM INC Consumer Cyclical 487,345.0 $101.5M 2.06% +7K +1.4% $208.27 +26.8%
10 CGGR CAPITAL GROUP GROWTH ETF 2,491,382.0 $100.1M 2.03% -142K -5.4% $40.19 +13.9%
11 GMOI GMO ETF TRUST 2,642,938.0 $95.8M 1.94% NEW $36.23 +3.8%
12 XLF SELECT SECTOR SPDR TR 1,838,083.0 $90.7M 1.84% +101K +5.8% $49.37 +3.6%
13 AAPL APPLE INC Technology 352,092.0 $89.4M 1.81% -26K -6.9% $253.79 +18.3%
14 MSFT MICROSOFT CORP Technology 240,434.0 $89.0M 1.80% +3K +1.1% $370.17 +10.6%
15 MCK MCKESSON CORP Healthcare 102,082.0 $88.3M 1.79% +43K +72.3% $865.36 -13.7%
16 META META PLATFORMS INC Communication Services 127,906.0 $73.2M 1.48% +9K +8.0% $572.13 +8.1%
17 MA MASTERCARD INCORPORATED Financial Services 143,781.0 $71.8M 1.46% -806.0 -0.6% $499.66 -1.9%
18 AVGO BROADCOM INC Technology 223,089.0 $69.0M 1.40% -17K -7.2% $309.51 +37.4%
19 VTV VANGUARD INDEX FDS 326,948.0 $64.1M 1.30% +16K +5.0% $196.20 +5.3%
20 WMT WALMART INC Consumer Defensive 484,143.0 $60.2M 1.22% +141K +40.9% $124.28 +6.6%
21 IVR INVESCO EXCH TRADED FD TR II Real Estate 569,407.0 $57.9M 1.18% +49K +6.6% $101.61 -92.0%
22 XLV SELECT SECTOR SPDR TR 382,859.0 $56.1M 1.14% +17K +4.6% $146.61 -1.0%
23 LLY ELI LILLY & CO Healthcare 57,256.0 $52.7M 1.07% -15K -21.1% $919.78 +9.4%
24 ODFL OLD DOMINION FREIGHT LINE IN Industrials 264,092.0 $51.6M 1.04% NEW $195.40 +1.7%
25 C CITIGROUP INC Financial Services 419,862.0 $47.6M 0.96% +416K +10000.0% $113.41 +8.8%
26 TRAX FIRST TR EXCH TRADED FD III Healthcare 816,361.0 $46.8M 0.95% +50K +0.1% $57.28 -68.3%
27 VST VISTRA CORP Utilities 300,588.0 $45.2M 0.92% +115K +62.3% $150.33 -5.6%
28 XLC SELECT SECTOR SPDR TR 393,110.0 $43.6M 0.88% +18K +4.8% $110.86 +4.7%
29 XLU SELECT SECTOR SPDR TR 906,031.0 $41.6M 0.84% +36K +4.1% $45.89 -4.4%
30 ANET ARISTA NETWORKS INC Technology 326,369.0 $40.1M 0.81% -213K -39.5% $122.78 +15.6%
31 BONDBLOXX ETF TRUST 1,082,036.0 $39.4M 0.80% NEW $36.40
32 CDX SIMPLIFY EXCHANGE TRADED FUN 1,824,491.0 $38.9M 0.79% NEW $21.34 -0.7%
33 SPEM SPDR INDEX SHS FDS 774,130.0 $36.3M 0.73% +48K +6.7% $46.91 +8.4%
34 CBNK CAPITAL GROUP CONSERVATIVE E Financial Services 901,217.0 $32.4M 0.66% +82K +14.9% $35.92 -16.5%
35 JEPQ J P MORGAN EXCHANGE TRADED F 567,921.0 $31.5M 0.64% -22K -3.6% $55.52 +7.7%
36 VYMI VANGUARD WHITEHALL FDS 278,215.0 $28.0M 0.57% -6K -1.8% $100.82 -2.5%
37 WT WISDOMTREE TR Financial Services 562,002.0 $27.6M 0.56% -22K +-13.7% $49.07 -59.6%
38 HOOD ROBINHOOD MKTS INC Financial Services 392,897.0 $27.2M 0.55% +391K +10000.0% $69.30 +16.5%
39 SPDW SPDR INDEX SHS FDS 526,476.0 $24.0M 0.49% -151K -22.3% $45.65 +7.7%
40 STT STATE STR SPDR DOW JONES IND Financial Services 36,908.0 $23.7M 0.48% +3K +-5.3% $642.14 -76.1%
41 CWI SPDR INDEX SHS FDS 644,082.0 $23.6M 0.48% +91K +16.4% $36.59 +7.6%
42 PWR QUANTA SVCS INC Industrials 34,940.0 $19.2M 0.39% -15K -29.8% $549.02 +42.1%
43 VEA VANGUARD TAX-MANAGED FDS 294,834.0 $18.9M 0.38% +23K +8.5% $64.08 +7.8%
44 VRT VERTIV HOLDINGS CO Industrials 75,389.0 $18.9M 0.38% -51K -40.1% $250.58 +50.1%
45 AAOI APPLIED MATLS INC Technology 53,348.0 $18.2M 0.37% -22K -29.4% $341.79 -44.3%
46 BLK BLACKROCK INC Financial Services 65,801.0 $17.6M 0.36% NEW $267.26 +304.8%
47 VIGI VANGUARD SPECIALIZED FUNDS 99,220.0 $16.9M 0.34% $170.49 -46.0%
48 RGLD ROYAL GOLD INC Basic Materials 64,046.0 $16.3M 0.33% -50K -43.7% $254.49 -5.5%
49 NVDA NVIDIA CORPORATION Technology 90,497.0 $15.8M 0.32% +4K +4.8% $174.40 +35.2%
50 ATI ATI INC Industrials 99,952.0 $14.5M 0.29% -44K -30.8% $145.46 +6.0%
51 BRK.A BERKSHIRE HATHAWAY INC DEL Financial Services 18,639.0 $14.0M 0.28% +304.0 +1.7% $748.91 +94744.2%
52 VWO VANGUARD INTL EQUITY INDEX F 247,580.0 $13.4M 0.27% -2K -1.0% $54.05 +8.1%
53 SCHD SCHWAB STRATEGIC TR 407,856.0 $12.5M 0.25% -7K -1.7% $30.68 +3.4%
54 WELL WELLTOWER INC Real Estate 62,129.0 $12.3M 0.25% +13K +25.9% $197.71 +10.1%
55 VTI VANGUARD INDEX FDS 37,748.0 $12.1M 0.24% +3K +9.6% $320.81 +13.1%
56 CCEP COCA COLA CO Consumer Defensive 145,259.0 $11.0M 0.22% +48K +49.9% $76.05 +17.5%
57 LNG CHENIERE ENERGY INC Energy 34,430.0 $9.8M 0.20% -10K -23.1% $283.76 -15.0%
58 SCHZ SCHWAB STRATEGIC TR 415,126.0 $9.6M 0.20% +10K +2.5% $23.22 -1.2%
59 J P MORGAN EXCHANGE TRADED F 188,109.0 $9.4M 0.19% -21K -10.2% $49.99
60 ACM AECOM Industrials 103,687.0 $8.8M 0.18% NEW $84.82 -15.9%
61 TDY TELEDYNE TECHNOLOGIES INC Technology 13,896.0 $8.4M 0.17% -5K -27.9% $605.02 +5.5%
62 SPAB SPDR SERIES TRUST 325,221.0 $8.3M 0.17% -2K -0.6% $25.62 -1.3%
63 MU MICRON TECHNOLOGY INC Technology 24,107.0 $8.1M 0.17% -363K -93.8% $337.84 +129.7%
64 HAS HASBRO INC Consumer Cyclical 86,083.0 $8.1M 0.16% -20K -18.9% $93.60 +2.2%
65 VGT VANGUARD WORLD FD 10,650.0 $7.4M 0.15% -343.0 -3.1% $697.70 -83.8%
66 JPM JPMORGAN CHASE & CO Financial Services 24,607.0 $7.2M 0.15% +206.0 +0.8% $294.16 +2.0%
67 DFCF DIMENSIONAL ETF TRUST 165,132.0 $7.0M 0.14% +9K +5.7% $42.22 -0.7%
68 RCKT ROCKET LAB CORP Healthcare 106,676.0 $6.9M 0.14% NEW $64.22 -94.7%
69 SCHK SCHWAB STRATEGIC TR 217,827.0 $6.8M 0.14% +12K +6.0% $31.33 +13.3%
70 CRWD CROWDSTRIKE HLDGS INC Technology 17,352.0 $6.8M 0.14% -1K -6.6% $390.41 +48.5%
71 DFIC DIMENSIONAL ETF TRUST 184,798.0 $6.6M 0.13% -3K -1.5% $35.53 +5.2%
72 VBR VANGUARD INDEX FDS 29,782.0 $6.5M 0.13% +635.0 +2.2% $217.25 +4.6%
73 APTV APTIV PLC Consumer Cyclical 89,719.0 $6.2M 0.13% -11K -10.8% $69.44 -21.7%
74 SCHX SCHWAB STRATEGIC TR 240,352.0 $6.2M 0.12% -18K -6.8% $25.64 +13.3%
75 VB VANGUARD INDEX FDS 22,913.0 $6.0M 0.12% +1K +5.5% $261.92 +7.6%
76 DFSD DIMENSIONAL ETF TRUST 124,745.0 $6.0M 0.12% +2K +1.2% $47.88 -0.3%
77 VOO VANGUARD INDEX FDS 9,950.0 $5.9M 0.12% +379.0 +4.0% $597.53 +13.7%
78 AVDV AMERICAN CENTY ETF TR 59,417.0 $5.9M 0.12% +8K +15.7% $99.86 +8.0%
79 SLYV SPDR SERIES TRUST 61,156.0 $5.8M 0.12% -5K -7.6% $94.58 +6.0%
80 IEMG ISHARES INC 79,900.0 $5.6M 0.11% +6K +7.7% $69.75 +14.0%
81 MOTG VANECK ETF TRUST 150,069.0 $5.6M 0.11% -2K -1.0% $37.06 +2.6%
82 TSLA TESLA INC Consumer Cyclical 14,257.0 $5.3M 0.11% +887.0 +6.6% $371.75 +19.2%
83 MOAT VANECK ETF TRUST 53,109.0 $5.1M 0.10% $96.70 +2.7%
84 SYY SYSCO CORP Consumer Defensive 70,371.0 $5.0M 0.10% -16K -18.9% $71.33 +2.4%
85 LH LABCORP HOLDINGS INC Healthcare 18,399.0 $4.9M 0.10% -6K -23.5% $266.81 -4.8%
86 TMUS T-MOBILE US INC Communication Services 23,025.0 $4.8M 0.10% -6K -19.9% $210.03 -10.4%
87 CGCB CAPITAL GRP FIXED INCM ETF T 176,099.0 $4.6M 0.09% -7K -4.0% $26.26 -1.1%
88 COWZ PACER FDS TR 72,194.0 $4.5M 0.09% +865.0 +1.2% $62.56 +0.6%
89 SLYG SPDR SERIES TRUST 45,984.0 $4.4M 0.09% +2K +3.6% $96.62 +9.5%
90 DFLV DIMENSIONAL ETF TRUST 123,350.0 $4.4M 0.09% $35.71 +6.6%
91 DFAS DIMENSIONAL ETF TRUST 60,377.0 $4.3M 0.09% +4K +7.2% $71.13 +6.3%
92 J P MORGAN EXCHANGE TRADED F 50,800.0 $4.3M 0.09% +8K +17.4% $84.52
93 VO VANGUARD INDEX FDS 14,408.0 $4.1M 0.08% -343.0 -2.3% $287.19 -73.4%
94 XOM EXXON MOBIL CORP Energy 24,271.0 $4.1M 0.08% +2K +6.9% $169.66 -9.9%
95 ETN EATON CORP PLC Industrials 11,454.0 $4.1M 0.08% +490.0 +4.5% $357.67 +14.1%
96 LVHI LEGG MASON ETF INVT 100,673.0 $4.1M 0.08% +8K +8.4% $40.54 +1.2%
97 DFSE DIMENSIONAL ETF TRUST 109,843.0 $4.0M 0.08% +3K +2.6% $36.76 +29.5%
98 DFIV DIMENSIONAL ETF TRUST 71,122.0 $3.8M 0.08% $52.78 +3.9%
99 DFAT DIMENSIONAL ETF TRUST 57,707.0 $3.6M 0.07% -305.0 -0.5% $62.45 +4.6%
100 XLI SELECT SECTOR SPDR TR 22,277.0 $3.6M 0.07% +633.0 +2.9% $161.73 +6.0%
101 CSX CSX CORP Industrials 86,940.0 $3.6M 0.07% -4K -4.4% $41.05 +11.9%
102 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,577.0 $3.6M 0.07% +173.0 +5.1% $996.39 +4.5%
103 PVAL PUTNAM ETF TRUST 76,270.0 $3.5M 0.07% +41K +114.6% $46.40 +7.4%
104 J P MORGAN EXCHANGE TRADED F 59,846.0 $3.4M 0.07% -2K -3.2% $56.68
105 TSPA T ROWE PRICE ETF INC 77,853.0 $3.2M 0.06% +1K +1.5% $40.90 +14.3%
106 VXUS VANGUARD STAR FDS 39,138.0 $3.0M 0.06% +5K +13.0% $77.11 +7.8%
107 XAR SPDR SERIES TRUST 11,210.0 $2.8M 0.06% +56.0 +0.5% $253.97 +2.6%
108 SCHG SCHWAB STRATEGIC TR 96,208.0 $2.8M 0.06% +4K +4.8% $29.13 +17.6%
109 SCHA SCHWAB STRATEGIC TR 90,482.0 $2.6M 0.05% -2K -2.3% $29.08 +12.0%
110 DFEM DIMENSIONAL ETF TRUST 74,628.0 $2.6M 0.05% -1K -1.9% $34.55 +13.4%
111 BALT INNOVATOR ETFS TRUST 76,755.0 $2.6M 0.05% +5K +6.5% $33.46 +1.8%
112 LEAD SIREN ETF TR 33,160.0 $2.5M 0.05% -6K -14.8% $76.70 +11.3%
113 COWG PACER FDS TR 74,172.0 $2.5M 0.05% +4K +6.4% $33.74 +9.9%
114 ADVISORS INNER CIRCLE FD II 90,211.0 $2.5M 0.05% +14K +18.0% $27.33
115 JNJ JOHNSON & JOHNSON Healthcare 10,065.0 $2.5M 0.05% -632.0 -5.9% $244.45 -5.6%
116 UBER UBER TECHNOLOGIES INC Technology 34,166.0 $2.5M 0.05% -736K -95.6% $71.93 +3.8%
117 VNQ VANGUARD INDEX FDS 26,683.0 $2.4M 0.05% $88.70 +5.9%
118 AMGN AMGEN INC Healthcare 6,650.0 $2.3M 0.05% +290.0 +4.6% $351.83 -7.3%
119 BNDX VANGUARD CHARLOTTE FDS 47,741.0 $2.3M 0.05% $48.05 -1.0%
120 VOE VANGUARD INDEX FDS 12,132.0 $2.2M 0.04% -3K -20.0% $184.28 +3.5%
121 PLD PROLOGIS INC. Real Estate 16,484.0 $2.2M 0.04% -4K -18.8% $132.18 +7.9%
122 NOC NORTHROP GRUMMAN CORP Industrials 3,147.0 $2.1M 0.04% -467.0 -12.9% $682.25 -19.6%
123 MINT PIMCO ETF TR 21,087.0 $2.1M 0.04% +4K +20.3% $100.57 -0.0%
124 DYNF BLACKROCK ETF TRUST 36,296.0 $2.1M 0.04% +11K +42.7% $58.18 +13.9%
125 AAL AMERICAN ELEC PWR CO INC Industrials 14,305.0 $2.1M 0.04% +12K +67.1% $143.75 -91.4%
126 GLD SPDR GOLD TR Financial Services 4,707.0 $2.0M 0.04% +26.0 +0.6% $430.33 -0.7%
127 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,989.0 $2.0M 0.04% -279.0 -4.5% $337.97 +23.6%
128 VCIT VANGUARD SCOTTSDALE FDS 24,429.0 $2.0M 0.04% -286.0 -1.2% $82.75 -0.9%
129 VV VANGUARD INDEX FDS 6,728.0 $2.0M 0.04% -58.0 -0.8% $298.86 +13.7%
130 PG PROCTER & GAMBLE CO Consumer Defensive 13,499.0 $1.9M 0.04% +5K +65.9% $144.45 -1.2%
131 CVX CHEVRON CORPORATION Energy 9,222.0 $1.9M 0.04% +621.0 +7.2% $206.90 -9.8%
132 PIMCO ETF TR 70,027.0 $1.8M 0.04% +42K +149.2% $26.20
133 T AT&T INC Communication Services 62,590.0 $1.8M 0.04% $28.99 -14.9%
134 VXF VANGUARD INDEX FDS 8,770.0 $1.8M 0.04% -18K -67.3% $205.80 +9.1%
135 PSFF PACER FDS TR 55,248.0 $1.8M 0.04% -2K -3.2% $32.04 +5.6%
136 AEM AGNICO EAGLE MINES LTD Basic Materials 8,639.0 $1.8M 0.04% -2K -22.1% $202.98 -11.2%
137 SPTL SPDR SERIES TRUST 66,400.0 $1.7M 0.04% +2K +3.1% $26.30 -3.2%
138 PSTP INNOVATOR ETFS TRUST 50,515.0 $1.7M 0.04% +6K +12.9% $34.47 +5.7%
139 CAPITAL GROUP INTERNATIONAL 50,873.0 $1.7M 0.04% +45K +761.7% $33.82
140 PM PHILIP MORRIS INTL INC Consumer Defensive 10,362.0 $1.7M 0.04% +912.0 +9.7% $165.34 +16.0%
141 VCTR VICTORY PORTFOLIOS II Financial Services 36,688.0 $1.7M 0.04% +827.0 +1.3% $46.22 +90.3%
142 BX BLACKSTONE INC Financial Services 21,275.0 $1.7M 0.03% +14K +80.6% $78.49 +50.2%
143 ETHV VANECK ETF TRUST Financial Services 4,307.0 $1.7M 0.03% +140.0 +3.4% $383.43 -91.5%
144 NEE NEXTERA ENERGY INC Utilities 17,742.0 $1.6M 0.03% -8K -32.2% $92.88 +3.0%
145 ADVISORS INNER CIRCLE FD II 49,601.0 $1.6M 0.03% +562.0 +1.1% $32.86
146 BFST INTERNATIONAL BUSINESS MACHS Financial Services 6,704.0 $1.6M 0.03% -137.0 -2.0% $242.40 -88.9%
147 BND VANGUARD BD INDEX FDS 21,970.0 $1.6M 0.03% +2K +9.9% $73.64 -1.2%
148 LOWV AB ACTIVE ETFS INC 21,754.0 $1.6M 0.03% +2K +11.8% $73.88 +8.9%
149 MGV VANGUARD WORLD FD 10,964.0 $1.6M 0.03% +60.0 +0.6% $144.95 +6.3%
150 LECO LINCOLN ELEC HLDGS INC Industrials 6,378.0 $1.6M 0.03% $249.10 +6.9%
151 SCHM SCHWAB STRATEGIC TR 50,980.0 $1.6M 0.03% +1K +2.1% $30.96 +9.7%
152 BINC BLACKROCK ETF TRUST II 30,080.0 $1.6M 0.03% +9K +42.5% $51.93 +0.3%
153 J P MORGAN EXCHANGE TRADED F 22,907.0 $1.6M 0.03% -2K -8.2% $67.92
154 VFH VANGUARD WORLD FD 12,437.0 $1.5M 0.03% +452.0 +3.8% $120.81 +3.7%
155 HOLA J P MORGAN EXCHANGE TRADED F 23,152.0 $1.5M 0.03% +418.0 +1.8% $63.91 -16.4%
156 GE GE AEROSPACE Industrials 5,135.0 $1.5M 0.03% -219.0 -4.1% $283.78 +2.7%
157 VHT VANGUARD WORLD FD 5,338.0 $1.5M 0.03% $272.34 -0.6%
158 PPTA PERPETUA RESOURCES CORP Basic Materials 51,250.0 $1.4M 0.03% $28.12 +10.6%
159 ISHARES INC 11,835.0 $1.4M 0.03% $119.51
160 ORCL ORACLE CORP Technology 9,568.0 $1.4M 0.03% +1K +18.2% $147.11 +33.0%
161 RBUF INNOVATOR ETFS TRUST 48,014.0 $1.4M 0.03% +1K +2.3% $29.29
162 PGR PROGRESSIVE CORP Financial Services 7,069.0 $1.4M 0.03% -106.0 -1.5% $198.25 -1.2%
163 COIN COINBASE GLOBAL INC Financial Services 7,874.0 $1.4M 0.03% -127K -94.2% $174.61 +21.4%
164 ISHARES INC 39,876.0 $1.4M 0.03% +668.0 +1.7% $34.38
165 IAUX I-80 GOLD CORP Basic Materials 899,875.0 $1.4M 0.03% $1.52 +3.3%
166 VTIP VANGUARD MALVERN FDS 26,862.0 $1.3M 0.03% -450.0 -1.6% $49.95 +0.9%
167 CAT CATERPILLAR INC Industrials 1,873.0 $1.3M 0.03% +132.0 +7.6% $708.27 +25.4%
168 GS GOLDMAN SACHS GROUP INC Financial Services 1,555.0 $1.3M 0.03% $846.07 +14.5%
169 DFAR DIMENSIONAL ETF TRUST 55,497.0 $1.3M 0.03% $23.65 +7.1%
170 XLK SELECT SECTOR SPDR TR 9,825.0 $1.3M 0.03% +525.0 +5.7% $132.90 +32.7%
171 ADVISORS INNER CIRCLE FD II 41,899.0 $1.3M 0.03% -11K -20.4% $31.16
172 PH PARKER-HANNIFIN CORP Industrials 1,455.0 $1.3M 0.03% $895.30 -1.7%
173 COP CONOCOPHILLIPS Energy 9,836.0 $1.3M 0.03% +5K +110.9% $132.01 -9.9%
174 PNC FINL SVCS GROUP INC 6,231.0 $1.3M 0.03% +360.0 +6.1% $208.10
175 V VISA INC Financial Services 4,286.0 $1.3M 0.03% +54.0 +1.3% $302.21 +6.7%
176 GSIE GOLDMAN SACHS ETF TR 28,960.0 $1.2M 0.03% $43.13 +4.0%
177 NULG NUSHARES ETF TR 13,670.0 $1.2M 0.03% +1K +11.1% $90.94 +20.3%
178 RTX RTX CORPORATION Industrials 6,437.0 $1.2M 0.03% -758.0 -10.5% $192.90 -8.9%
179 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,514.0 $1.2M 0.03% -18K -87.6% $491.64 -8.8%
180 TDG TRANSDIGM GROUP INC Industrials 1,058.0 $1.2M 0.03% +52.0 +5.2% $1158.96 +1.7%
181 BDYN BLACKROCK ETF TRUST 50,145.0 $1.2M 0.03% +4K +8.7% $24.31 +11.5%
182 VTEB VANGUARD MUN BD FDS 24,418.0 $1.2M 0.03% +9K +56.0% $49.89 -0.1%
183 ABBV ABBVIE INC Healthcare 5,494.0 $1.2M 0.02% +93.0 +1.7% $217.50 -3.3%
184 SCHP SCHWAB STRATEGIC TR 44,446.0 $1.2M 0.02% -2K -3.8% $26.61 +0.2%
185 IBIT ISHARES BITCOIN TRUST ETF Financial Services 30,752.0 $1.2M 0.02% -131K -81.0% $38.42 +16.7%
186 XLE SELECT SECTOR SPDR TR 18,542.0 $1.1M 0.02% -2K -10.4% $61.26 -2.9%
187 HD HOME DEPOT INC Consumer Cyclical 3,379.0 $1.1M 0.02% +136.0 +4.2% $328.88 -7.5%
188 VEU VANGUARD INTL EQUITY INDEX F 14,728.0 $1.1M 0.02% -360.0 -2.4% $75.10 +7.9%
189 AZN ASTRAZENECA PLC Healthcare 5,607.0 $1.1M 0.02% NEW $197.22 -7.9%
190 VONG VANGUARD SCOTTSDALE FDS 10,063.0 $1.1M 0.02% +814.0 +8.8% $109.69 +16.7%
191 VOT VANGUARD INDEX FDS 4,228.0 $1.1M 0.02% -2K -30.5% $257.32 +11.0%
192 ASML ASML HLDG NV Technology 820.0 $1.1M 0.02% -63.0 -7.1% $1320.83 +13.7%
193 BAI BLACKROCK ETF TRUST 32,749.0 $1.1M 0.02% +15K +81.9% $32.95 +42.0%
194 VDE VANGUARD WORLD FD 6,173.0 $1.1M 0.02% +138.0 +2.3% $173.03 -2.7%
195 CGMS CAPITAL GRP FIXED INCM ETF T 39,177.0 $1.1M 0.02% +9K +31.9% $27.23 +0.4%
196 PIMCO ETF TR 20,155.0 $1.1M 0.02% +16K +411.9% $52.19
197 THRO BLACKROCK ETF TRUST 28,244.0 $1.0M 0.02% +14K +94.4% $36.22 +16.9%
198 PSX PHILLIPS 66 Energy 5,412.0 $986K 0.02% +4K +199.3% $182.17 -5.9%
199 GEV GE VERNOVA INC Utilities 1,128.0 $985K 0.02% +14.0 +1.3% $872.78 +24.9%
200 VBK VANGUARD INDEX FDS 3,215.0 $972K 0.02% $302.24 +11.7%
201 NULV NUSHARES ETF TR 20,950.0 $953K 0.02% +2K +11.8% $45.50 +9.0%
202 VFMF VANGUARD WELLINGTON FD 6,139.0 $952K 0.02% $155.08 +7.6%
203 OIH VANECK ETF TRUST 2,336.0 $944K 0.02% +758.0 +48.0% $404.16 +9.0%
204 UNH UNITEDHEALTH GROUP INC Healthcare 3,435.0 $929K 0.02% -68.0 -1.9% $270.56 +47.5%
205 LVHD LEGG MASON ETF INVT 21,416.0 $911K 0.02% NEW $42.56 -1.4%
206 CALF PACER FDS TR 20,241.0 $908K 0.02% -2K -10.4% $44.87 +4.0%
207 DBEF DBX ETF TR 18,281.0 $903K 0.02% -67K -78.7% $49.40 +4.5%
208 SHEL SHELL PLC Energy 9,568.0 $890K 0.02% +973.0 +11.3% $93.00 -9.1%
209 ISHARES INC 14,685.0 $887K 0.02% -690.0 -4.5% $60.43
210 AVDE AMERICAN CENTY ETF TR 10,352.0 $878K 0.02% -700.0 -6.3% $84.84 +5.4%
211 LMT LOCKHEED MARTIN CORP Industrials 1,449.0 $876K 0.02% +16.0 +1.1% $604.42 -13.9%
212 FEGE RBB FUND TRUST 18,587.0 $874K 0.02% +2K +14.3% $47.00 +4.9%
213 WFC WELLS FARGO & CO Financial Services 10,934.0 $870K 0.02% +1K +14.2% $79.61 -7.3%
214 ABT ABBOTT LABORATORIES Healthcare 8,366.0 $859K 0.02% +617.0 +8.0% $102.67 -17.7%
215 MCD MCDONALDS CORP Consumer Cyclical 2,731.0 $849K 0.02% +217.0 +8.6% $310.70 -11.5%
216 ADVISORS INNER CIRCLE FD II 32,664.0 $828K 0.02% -425.0 -1.3% $25.36
217 SPYV SPDR SERIES TRUST 14,465.0 $818K 0.02% +8K +138.5% $56.58 +5.8%
218 NSC NORFOLK SOUTHN CORP Industrials 2,846.0 $817K 0.02% -332.0 -10.4% $287.00 +10.7%
219 VZ VERIZON COMMUNICATIONS INC Communication Services 16,147.0 $811K 0.02% +748.0 +4.9% $50.20 -6.3%
220 CGMU CAPITAL GRP FIXED INCM ETF T 29,848.0 $810K 0.02% +17K +124.7% $27.15 +0.1%
221 CFFN CAPITOL SER TR Financial Services 20,981.0 $801K 0.02% -107.0 -0.5% $38.17 -80.3%
222 APP APPLOVIN CORP Technology 2,012.0 $801K 0.02% +578.0 +40.3% $397.92 +25.9%
223 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,312.0 $798K 0.02% $345.14 -10.9%
224 SPYM SPDR SERIES TRUST 10,422.0 $798K 0.02% +3K +38.9% $76.54 +13.6%
225 MRK MERCK & CO INC Healthcare 6,629.0 $797K 0.02% -1K -15.8% $120.30 -5.7%
226 TTE TOTALENERGIES SE Energy 8,666.0 $788K 0.02% +811.0 +10.3% $90.98 +0.5%
227 SCHV SCHWAB STRATEGIC TR 25,851.0 $788K 0.02% +152.0 +0.6% $30.50 +6.8%
228 SCHF SCHWAB STRATEGIC TR 31,840.0 $788K 0.02% +2K +5.8% $24.75 +7.9%
229 PDO PIMCO DYNAMIC INCOME FD Financial Services 45,489.0 $778K 0.02% -2K -4.4% $17.11 -26.1%
230 AVEM AMERICAN CENTY ETF TR 9,612.0 $775K 0.02% NEW $80.58 +14.0%
231 OREILLY AUTOMOTIVE INC 8,284.0 $765K 0.01% -2K -15.3% $92.31
232 TEL TE CONNECTIVITY PLC Technology 3,603.0 $753K 0.01% +2K +110.8% $209.02 -1.1%
233 ADVISORS INNER CIRCLE FD II 29,605.0 $752K 0.01% -1K -3.4% $25.41
234 FUTY FIDELITY COVINGTON TRUST 12,732.0 $752K 0.01% -418.0 -3.2% $59.07 -4.0%
235 GPIQ GOLDMAN SACHS ETF TR 15,197.0 $752K 0.01% -1K -8.9% $49.49 +16.3%
236 MO ALTRIA GROUP INC Consumer Defensive 11,387.0 $751K 0.01% +685.0 +6.4% $65.99 +9.7%
237 BIL SPDR SERIES TRUST 8,162.0 $748K 0.01% -4K -30.6% $91.64 -0.1%
238 CGSM CAPITAL GRP FIXED INCM ETF T 28,433.0 $747K 0.01% NEW $26.28 -0.1%
239 BTI BRITISH AMERN TOB PLC Consumer Defensive 12,779.0 $747K 0.01% +1K +11.9% $58.47 +11.3%
240 SPIB SPDR SERIES TRUST 22,018.0 $738K 0.01% +11K +95.5% $33.54 -0.7%
241 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,250.0 $736K 0.01% -66.0 -2.9% $327.12 +8.1%
242 DISNEY WALT CO 7,631.0 $735K 0.01% +2K +25.2% $96.38
243 DINT DAVIS FUNDAMENTAL ETF TR 27,259.0 $734K 0.01% +348.0 +1.3% $26.92 +7.3%
244 WBD WARNER BROS DISCOVERY INC Communication Services 26,705.0 $733K 0.01% NEW $27.46 -1.2%
245 DFAC DIMENSIONAL ETF TRUST 18,835.0 $732K 0.01% $38.86 +10.6%
246 VCLT VANGUARD SCOTTSDALE FDS 9,610.0 $718K 0.01% +84.0 +0.9% $74.72 -1.2%
247 D DOMINION ENERGY INC Utilities 11,421.0 $706K 0.01% +2K +23.3% $61.82 +1.9%
248 BSTP INNOVATOR ETFS TRUST 19,594.0 $706K 0.01% +259.0 +1.3% $36.01 +7.9%
249 MNR MACH NATURAL RESOURCES LP Energy 50,000.0 $700K 0.01% NEW $14.00 +2.3%
250 SCHB SCHWAB STRATEGIC TR 27,845.0 $699K 0.01% +1K +5.5% $25.10 +13.2%
251 DE DEERE & CO Industrials 1,232.0 $694K 0.01% +20.0 +1.6% $563.52 +2.0%
252 TFS FINL CORP 49,327.0 $693K 0.01% +5K +11.3% $14.05
253 PFE PFIZER INC Healthcare 24,607.0 $691K 0.01% -721.0 -2.9% $28.08 -8.3%
254 PAVE GLOBAL X FDS 13,226.0 $672K 0.01% +79.0 +0.6% $50.81 +9.1%
255 CMI CUMMINS INC Industrials 1,247.0 $671K 0.01% NEW $538.02 +33.2%
256 JPST J P MORGAN EXCHANGE TRADED F 13,168.0 $666K 0.01% -111.0 -0.8% $50.61 -0.2%
257 BLCR BLACKROCK ETF TRUST 16,107.0 $661K 0.01% NEW $41.06 +20.8%
258 TCHP T ROWE PRICE ETF INC 14,967.0 $661K 0.01% NEW $44.18 +16.7%
259 FNDF SCHWAB STRATEGIC TR 13,477.0 $659K 0.01% +777.0 +6.1% $48.93 +7.4%
260 TDVG T ROWE PRICE ETF INC 14,746.0 $658K 0.01% -284.0 -1.9% $44.63 +5.8%
261 BUZZ BOEING CO 3,299.0 $657K 0.01% -2K -37.5% $199.05 -81.6%
262 HEGD LISTED FDS TR 26,554.0 $656K 0.01% -1K -5.1% $24.70 +7.5%
263 FORD MTR CO 56,675.0 $654K 0.01% $11.54
264 MS MORGAN STANLEY Financial Services 3,829.0 $630K 0.01% -227.0 -5.6% $164.57 +18.2%
265 PEP PEPSICO INC Consumer Defensive 4,053.0 $629K 0.01% -434.0 -9.7% $155.28 -4.3%
266 MGK VANGUARD WORLD FD 1,707.0 $627K 0.01% +28.0 +1.7% $367.52 -75.9%
267 J P MORGAN EXCHANGE TRADED F 8,653.0 $621K 0.01% $71.75
268 SCHE SCHWAB STRATEGIC TR 18,753.0 $618K 0.01% +2K +9.0% $32.95 +7.6%
269 CRM SALESFORCE INC Technology 3,291.0 $614K 0.01% -245K -98.7% $186.72 -10.3%
270 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,084.0 $610K 0.01% $292.83 +35.5%
271 BANK AMERICA CORP 12,497.0 $609K 0.01% -758.0 -5.7% $48.75
272 NFLX NETFLIX INC. Communication Services 6,310.0 $607K 0.01% +123.0 +2.0% $96.14 -9.6%
273 VANGUARD WORLD FD 2,526.0 $597K 0.01% +836.0 +49.5% $236.38
274 KLAC KLA CORP Technology 404.0 $595K 0.01% -5.0 -1.2% $1472.41 +28.6%
275 CSCO CISCO SYS INC Technology 7,666.0 $595K 0.01% -1K -12.6% $77.58 +48.9%
276 VOOV VANGUARD ADMIRAL FDS INC 2,918.0 $595K 0.01% $203.80 +5.9%
277 AMD ADVANCED MICRO DEVICES INC Technology 2,852.0 $580K 0.01% +119.0 +4.3% $203.43 +108.5%
278 TRUST FOR PROFESSIONAL MANAG 20,401.0 $574K 0.01% +11K +126.7% $28.14
279 ISHARES INC 8,774.0 $568K 0.01% -7K -44.1% $64.73
280 FEOE RBB FUND TRUST 11,071.0 $559K 0.01% NEW $50.46 +5.8%
281 PLTR PALANTIR TECHNOLOGIES INC Technology 3,807.0 $557K 0.01% +336.0 +9.7% $146.31 -8.6%
282 AVUV AMERICAN CENTY ETF TR 4,947.0 $546K 0.01% +46.0 +0.9% $110.47 +6.1%
283 SPYG SPDR SERIES TRUST 5,568.0 $545K 0.01% +2K +65.6% $97.91 +20.9%
284 TFC TRUIST FINL CORP Financial Services 11,858.0 $545K 0.01% $45.97 +2.5%
285 EALT INNOVATOR ETFS TRUST 16,217.0 $545K 0.01% NEW $33.59 +5.6%
286 PPL PPL CORP Utilities 14,076.0 $538K 0.01% +110.0 +0.8% $38.20 -6.3%
287 DIVO AMPLIFY ETF TR 11,959.0 $536K 0.01% +3K +29.2% $44.85 +1.1%
288 ROST ROSS STORES INC Consumer Cyclical 2,475.0 $536K 0.01% +17.0 +0.7% $216.63 -1.6%
289 VPU VANGUARD WORLD FD 2,705.0 $536K 0.01% +16.0 +0.6% $198.13 -4.0%
290 VCRB VANGUARD MALVERN FDS 6,831.0 $529K 0.01% $77.38 -1.1%
291 CEG CONSTELLATION ENERGY CORP Utilities 1,874.0 $523K 0.01% -268.0 -12.5% $279.25 -4.3%
292 SEALED AIR CORP NEW 12,167.0 $512K 0.01% NEW $42.05
293 MOTI VANECK ETF TRUST 14,959.0 $511K 0.01% -171.0 -1.1% $34.15 -0.2%
294 IDEF BLACKROCK ETF TRUST 15,504.0 $507K 0.01% NEW $32.72
295 SYK STRYKER CORPORATION Healthcare 1,518.0 $499K 0.01% +46.0 +3.1% $328.59 -7.0%
296 VT VANGUARD INTL EQUITY INDEX F 3,571.0 $494K 0.01% +20.0 +0.6% $138.33 +11.0%
297 DUK DUKE ENERGY CORP NEW Utilities 3,770.0 $494K 0.01% +158.0 +4.4% $130.94 -5.1%
298 SBUX STARBUCKS CORP Consumer Cyclical 5,450.0 $488K 0.01% +245.0 +4.7% $89.59 +18.8%
299 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,769.0 $487K 0.01% -259.0 -12.8% $275.22 -3.6%
300 HIG HARTFORD FDS EXCHANGE TRADED Financial Services 9,258.0 $487K 0.01% NEW $52.55 +155.5%
301 HON HONEYWELL INTL INC Industrials 2,142.0 $484K 0.01% -504.0 -19.1% $226.08 -3.7%
302 VCSH VANGUARD SCOTTSDALE FDS 6,033.0 $478K 0.01% +2K +68.3% $79.28 -0.6%
303 GLW CORNING INC Technology 3,505.0 $477K 0.01% -345.0 -9.0% $135.96 +53.2%
304 GLXY GALAXY DIGITAL INC. Financial Services 25,739.0 $475K 0.01% $18.45 +73.7%
305 AKRE PROFESIONALLY MANAGED PORTFO 8,906.0 $471K 0.01% -2K -14.4% $52.85 +0.5%
306 PIMCO ETF TR 5,022.0 $463K 0.01% NEW $92.28
307 MET METLIFE INC Financial Services 6,493.0 $459K 0.01% -3K -29.6% $70.72 +12.0%
308 ISHARES INC 10,086.0 $459K 0.01% +652.0 +6.9% $45.47
309 MDLZ MONDELEZ INTL INC Consumer Defensive 7,948.0 $458K 0.01% +245.0 +3.2% $57.64 +5.8%
310 KKRT KKR & CO INC Financial Services 4,948.0 $458K 0.01% -92K -94.9% $92.51 -72.7%
311 ONEOK INC NEW 5,048.0 $456K 0.01% +2K +78.4% $90.39
312 PIMCO ETF TR 4,750.0 $455K 0.01% +329.0 +7.4% $95.82
313 TYG TORTOISE CAPITAL SERIES TRUS Financial Services 8,970.0 $452K 0.01% +217.0 +2.5% $50.42 -7.1%
314 SCHWAB CHARLES CORP 4,774.0 $449K 0.01% +541.0 +12.8% $93.97
315 BANK NEW YORK MELLON CORP 3,780.0 $448K 0.01% +1K +43.6% $118.62
316 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,531.0 $445K 0.01% NEW $290.44 +1.7%
317 VDC VANGUARD WORLD FD 1,966.0 $442K 0.01% +117.0 +6.3% $224.57 +3.0%
318 QBUF INNOVATOR ETFS TRUST 15,094.0 $441K 0.01% +5K +49.5% $29.21 +4.6%
319 LOWES COS INC 1,848.0 $437K 0.01% +26.0 +1.4% $236.29
320 XLY SELECT SECTOR SPDR TR 4,002.0 $436K 0.01% -1K -27.2% $108.98 +6.9%
321 LIN LINDE PLC Basic Materials 879.0 $436K 0.01% NEW $495.91 +3.2%
322 OPLN OPENLANE INC Consumer Cyclical 14,732.0 $429K 0.01% NEW $29.15 +22.6%
323 VFMV VANGUARD WELLINGTON FD 3,185.0 $424K 0.01% +383.0 +13.7% $133.24 +4.2%
324 CRBG COREBRIDGE FINL INC Financial Services 17,680.0 $422K 0.01% NEW $23.86 +15.9%
325 BSX BOSTON SCIENTIFIC CORP Healthcare 6,628.0 $416K 0.01% -73K -91.7% $62.75 -16.0%
326 DAL DELTA AIR LINES INC Industrials 6,124.0 $407K 0.01% -4K -40.9% $66.48 +7.6%
327 STCE SCHWAB STRATEGIC TR 7,809.0 $406K 0.01% +3K +63.1% $51.98 +36.8%
328 DFUV DIMENSIONAL ETF TRUST 8,259.0 $400K 0.01% $48.46 +7.6%
329 XLP SELECT SECTOR SPDR TR 4,869.0 $399K 0.01% -525.0 -9.7% $81.98 +3.2%
330 ADBE ADOBE INC Technology 1,631.0 $396K 0.01% -517.0 -24.1% $243.02 +1.9%
331 ATO ATMOS ENERGY CORP Utilities 2,144.0 $396K 0.01% +719.0 +50.5% $184.72 -4.5%
332 GLOBAL X FDS 23,088.0 $396K 0.01% +672.0 +3.0% $17.15
333 SSGA ACTIVE TR 13,692.0 $395K 0.01% NEW $28.85
334 NAK NORTHERN LIGHTS FD TR Basic Materials 15,568.0 $388K 0.01% NEW $24.92 -91.3%
335 VLO VALERO ENERGY CORP Energy 1,547.0 $382K 0.01% -18.0 -1.1% $247.14 -1.0%
336 ARKK ARK ETF TR 5,619.0 $380K 0.01% -649.0 -10.3% $67.59 +10.8%
337 KEY KEYCORP Financial Services 18,866.0 $378K 0.01% -5K -20.6% $20.05 +5.1%
338 ITW ILLINOIS TOOL WKS INC Industrials 1,441.0 $375K 0.01% $260.30 -3.7%
339 WM WASTE MGMT INC DEL Industrials 1,626.0 $374K 0.01% +132.0 +8.8% $229.83 -4.8%
340 FIRST CTZNS BANCSHARES INC D 198.0 $373K 0.01% NEW $1884.66
341 AGNC AGNC INVT CORP Real Estate 37,186.0 $373K 0.01% +2K +5.9% $10.03 +3.1%
342 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,209.0 $368K 0.01% -30.0 -2.4% $304.20 +4.1%
343 CARR CARRIER GLOBAL CORPORATION Industrials 6,518.0 $367K 0.01% -2K -19.6% $56.31 +14.8%
344 NVO NOVO-NORDISK A S Healthcare 9,958.0 $366K 0.01% +3K +35.2% $36.75 +24.6%
345 ESGV VANGUARD WORLD FD 3,238.0 $363K 0.01% $112.26 +15.7%
346 HCI HCI GROUP INC Financial Services 2,350.0 $363K 0.01% $154.61 +1.2%
347 ACIO ETF SER SOLUTIONS 8,648.0 $363K 0.01% +228.0 +2.7% $41.96 +10.0%
348 GSEW GOLDMAN SACHS ETF TR 4,279.0 $362K 0.01% +123.0 +3.0% $84.66 +6.1%
349 SCHO SCHWAB STRATEGIC TR 14,909.0 $362K 0.01% +89.0 +0.6% $24.27 -0.6%
350 SHLD GLOBAL X FDS 5,050.0 $358K 0.01% NEW $70.84 -12.0%
351 TJX COS INC NEW 2,237.0 $357K 0.01% -233.0 -9.4% $159.68
352 CORO BLACKROCK ETF TRUST 11,089.0 $357K 0.01% NEW $32.15
353 MARA MARATHON PETE CORP Financial Services 1,459.0 $356K 0.01% -215.0 -12.8% $244.26 -94.6%
354 VCR VANGUARD WORLD FD 982.0 $353K 0.01% $359.20 +7.1%
355 PAUG INNOVATOR ETFS TRUST 8,248.0 $352K 0.01% $42.72 +5.5%
356 SHOP SHOPIFY INC Technology 2,919.0 $346K 0.01% +359.0 +14.0% $118.64 -17.9%
357 NLR VANECK ETF TRUST 2,582.0 $344K 0.01% +927.0 +56.0% $133.21 -2.7%
358 RVTY REVVITY INC Healthcare 3,889.0 $341K 0.01% $87.61 +10.0%
359 URI UNITED RENTALS INC Industrials 465.0 $339K 0.01% $728.56 +33.5%
360 VIS VANGUARD WORLD FD 1,049.0 $328K 0.01% NEW $312.24 +7.1%
361 SSGA ACTIVE TR 5,616.0 $324K 0.01% +790.0 +16.4% $57.74
362 SOJF SOUTHERN CO Utilities 3,351.0 $323K 0.01% +240.0 +7.7% $96.52 -73.6%
363 RYANAIR HOLDINGS PLC 5,542.0 $320K 0.01% +151.0 +2.8% $57.80
364 SPGI S&P GLOBAL INC Financial Services 747.0 $318K 0.01% +28.0 +3.9% $425.48 -5.1%
365 SDY SPDR SERIES TRUST 2,166.0 $316K 0.01% $145.95 +0.1%
366 PJAN INNOVATOR ETFS TRUST 6,819.0 $315K 0.01% $46.13 +6.2%
367 SPDR SERIES TRUST 5,891.0 $312K 0.01% +348.0 +6.3% $53.03
368 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,832.0 $310K 0.01% $169.02 +34.7%
369 AME AMETEK INC Industrials 1,441.0 $309K 0.01% $214.34 +6.3%
370 VFMO VANGUARD WELLINGTON FD 1,560.0 $307K 0.01% +31.0 +2.0% $197.09 +14.9%
371 GCOW PACER FDS TR 6,614.0 $306K 0.01% NEW $46.24 -0.5%
372 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,500.0 $305K 0.01% -36.0 -2.3% $203.20 +5.6%
373 ICOW PACER FDS TR 7,171.0 $304K 0.01% +337.0 +4.9% $42.44 +5.5%
374 XBI SPDR SERIES TRUST 2,361.0 $302K 0.01% $127.74 +2.3%
375 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 7,876.0 $291K 0.01% $37.01 -0.5%
376 CNB FINL CORP PA 10,025.0 $290K 0.01% -2K -18.4% $28.96
377 HBAN HUNTINGTON BANCSHARES INC Financial Services 18,526.0 $290K 0.01% -15K -44.5% $15.65 -0.9%
378 PMAY INNOVATOR ETFS TRUST 7,251.0 $290K 0.01% -503.0 -6.5% $39.94 +2.5%
379 B BARRICK MNG CORP Basic Materials 7,088.0 $289K 0.01% +2K +45.8% $40.79 -0.4%
380 EBAY EBAY INC. Consumer Cyclical 3,165.0 $288K 0.01% +283.0 +9.8% $91.02 +24.4%
381 NUV NUVEEN MUN CR INCOME FD Financial Services 23,554.0 $287K 0.01% -358.0 -1.5% $12.18 -24.7%
382 SPDR SERIES TRUST 3,352.0 $285K 0.01% -308.0 -8.4% $85.14
383 TMFG RBB FD INC 10,052.0 $284K 0.01% $28.26 +8.3%
384 VOOG VANGUARD ADMIRAL FDS INC 678.0 $276K 0.01% -194.0 -22.2% $407.73 -79.8%
385 TCW ETF TRUST 7,282.0 $276K 0.01% NEW $37.89
386 IVT INVENTRUST PPTYS CORP Real Estate 9,028.0 $275K 0.01% -120.0 -1.3% $30.46 +2.8%
387 TXN TEXAS INSTRS INC Technology 1,405.0 $273K 0.01% +171.0 +13.9% $194.13 +57.8%
388 XME SPDR SERIES TRUST 2,481.0 $268K 0.01% NEW $108.03 +7.0%
389 CME CME GROUP INC Financial Services 906.0 $268K 0.01% -90.0 -9.0% $295.42 +1.2%
390 EXC EXELON CORP Utilities 5,405.0 $265K 0.01% -2K -30.3% $49.02 -9.4%
391 FENI FIDELITY COVINGTON TRUST 7,109.0 $264K 0.01% -677.0 -8.7% $37.20 +5.1%
392 J P MORGAN EXCHANGE TRADED F 3,293.0 $262K 0.01% +528.0 +19.1% $79.55
393 GILD GILEAD SCIENCES INC Healthcare 1,876.0 $262K 0.01% +60.0 +3.3% $139.41 -5.3%
394 SPDR SERIES TRUST 1,460.0 $260K 0.01% +8.0 +0.6% $178.13
395 QCOM QUALCOMM INC Technology 2,006.0 $258K 0.01% -143.0 -6.7% $128.77 +55.4%
396 TT TRANE TECHNOLOGIES PLC Industrials 612.0 $255K 0.01% -5.0 -0.8% $416.74 +15.6%
397 DB DEUTSCHE BK AG Financial Services 8,509.0 $253K 0.01% +229.0 +2.8% $29.78 +6.5%
398 PJUL INNOVATOR ETFS TRUST 5,508.0 $253K 0.01% -90.0 -1.6% $45.97 +5.1%
399 SPSM SPDR SERIES TRUST 5,175.0 $250K 0.01% +291.0 +6.0% $48.32 +7.9%
400 HEICO CORP NEW 1,183.0 $250K 0.01% +38.0 +3.3% $211.09
401 APUE TRUST FOR PROFESSIONAL MANAG 6,215.0 $249K 0.01% +98.0 +1.6% $40.08 +12.7%
402 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,048.0 $246K 0.01% -728.0 -15.2% $60.65 -6.0%
403 SREA SEMPRA Utilities 2,514.0 $244K 0.01% +50.0 +2.0% $97.17 -77.8%
404 JCI JOHNSON CONTROLS INTERNATION Industrials 1,863.0 $244K 0.01% -855.0 -31.5% $130.95 +9.8%
405 UNP UNION PAC CORP Industrials 1,001.0 $243K 0.01% -10.0 -1.0% $242.62 +11.0%
406 MDT MEDTRONIC PLC Healthcare 2,799.0 $243K 0.01% +208.0 +8.0% $86.64 -11.2%
407 ROK ROCKWELL AUTOMATION INC Industrials 667.0 $240K 0.01% +4.0 +0.6% $359.11 +27.1%
408 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,313.0 $239K 0.01% $182.33 -4.8%
409 INTC INTEL CORP Technology 5,424.0 $239K 0.01% -6K -54.1% $44.13 +162.7%
410 AXON AXON ENTERPRISE INC Industrials 549.0 $233K 0.01% +22.0 +4.2% $424.69 -7.7%
411 ARCC ARES CAPITAL CORP Financial Services 12,877.0 $232K 0.01% +189.0 +1.5% $18.02 +4.9%
412 NYT NEW YORK LIFE INVTS ACTIVE E Communication Services 9,541.0 $230K 0.01% NEW $24.11 +213.2%
413 ISRG INTUITIVE SURGICAL INC Healthcare 498.0 $230K 0.01% +72.0 +16.9% $460.99 -7.1%
414 WMG WARNER MUSIC GROUP CORP Communication Services 8,965.0 $229K 0.01% NEW $25.54 +28.5%
415 THO THOR INDS INC Consumer Cyclical 2,840.0 $227K 0.01% NEW $79.89 -3.2%
416 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 6,727.0 $226K 0.01% $33.67 +1.4%
417 FNDA SCHWAB STRATEGIC TR 6,967.0 $226K 0.01% -1K -14.2% $32.43 +7.6%
418 SAP SAP SE Technology 1,318.0 $226K 0.01% -562.0 -29.9% $171.21 -4.1%
419 KMI KINDER MORGAN INC DEL Energy 6,697.0 $225K 0.01% NEW $33.53 -0.4%
420 VSS VANGUARD INTL EQUITY INDEX F 1,534.0 $224K 0.01% NEW $145.81 +8.1%
421 ED CONSOLIDATED EDISON INC Utilities 1,955.0 $221K 0.00% NEW $113.15 -5.3%
422 MRSH MARSH & MCLENNAN COS INC Financial Services 1,272.0 $221K 0.00% -33.0 -2.5% $173.45 -7.7%
423 JBL JABIL INC Technology 827.0 $220K 0.00% NEW $265.72 +33.4%
424 BGIG ETF SER SOLUTIONS 6,600.0 $220K 0.00% NEW $33.26 +5.6%
425 ISHARES INC 1,210.0 $218K 0.00% -186.0 -13.3% $179.96
426 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 5,545.0 $216K 0.00% $38.97 -7.2%
427 SPDR SERIES TRUST 1,575.0 $216K 0.00% +8.0 +0.5% $137.09
428 PANW PALO ALTO NETWORKS INC Technology 1,329.0 $213K 0.00% -305.0 -18.7% $160.32 +48.6%
429 CNP CENTERPOINT ENERGY INC Utilities 4,919.0 $212K 0.00% -3K -37.4% $43.16 -1.4%
430 AFL AFLAC INC Financial Services 1,913.0 $210K 0.00% $109.72 +6.5%
431 YUM YUM BRANDS INC Consumer Cyclical 1,348.0 $210K 0.00% -41.0 -3.0% $155.46 -3.1%
432 BAM BROOKFIELD RENEWABLE CORP Financial Services 5,223.0 $208K 0.00% NEW $39.83 +20.3%
433 GLP GLOBAL PMTS INC Energy 3,072.0 $207K 0.00% $67.31 -26.5%
434 IR INGERSOLL RAND INC Industrials 2,551.0 $204K 0.00% $80.12 -10.4%
435 AMDOCS LTD 3,131.0 $204K 0.00% -86K -96.5% $65.26
436 DDFN INNOVATOR ETFS TRUST 10,734.0 $204K 0.00% $19.00 +4.6%
437 PWRD TCW ETF TRUST 2,073.0 $203K 0.00% NEW $97.77 +14.5%
438 BSAC BANCO SANTANDER SA Financial Services 17,959.0 $203K 0.00% +2K +9.3% $11.28 +167.6%
439 AON AON PLC Financial Services 623.0 $201K 0.00% +7.0 +1.1% $322.87 -1.7%
440 TRP TC ENERGY CORP Energy 3,206.0 $201K 0.00% -4K -52.4% $62.60 +8.8%
441 DHR DANAHER CORP DEL Healthcare 1,057.0 $200K 0.00% +27.0 +2.6% $189.65 -13.2%
442 PEG PUBLIC STORAGE OPER CO Utilities 739.0 $200K 0.00% -61.0 -7.6% $270.88 -71.3%
443 PML PIMCO MUN INCOME FD II Financial Services 25,057.0 $190K 0.00% $7.57 -2.2%
444 DIREXION SHARES ETF TRUST 10,000.0 $147K 0.00% NEW $14.74
445 APLE APPLE HOSPITALITY REIT INC Real Estate 11,757.0 $135K 0.00% $11.51 +19.5%
446 ABCL ABCELLERA BIOLOGICS INC Healthcare 35,668.0 $124K 0.00% $3.49 +17.2%
447 FSK FS KKR CAP CORP Financial Services 10,923.0 $111K 0.00% -2K -17.7% $10.18 +6.1%
448 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 20,964.0 $107K 0.00% $5.10 +0.8%
449 MPT MEDICAL PROPERTIES TRUST INC Financial Services 17,907.0 $83K 0.00% NEW $4.63 +11.9%
450 MSOS ADVISORSHARES TR 21,524.0 $76K 0.00% -800.0 -3.6% $3.55 +24.2%
451 DSM BNY MELLON STRATEGIC MUN BD Financial Services 12,057.0 $72K 0.00% $6.01 +0.7%
452 ENTX ENTERA BIO LTD Healthcare 47,328.0 $53K 0.00% $1.11 +13.5%
453 PLUG PWR INC 21,268.0 $48K 0.00% -354.0 -1.6% $2.26
454 INO INOVIO PHARMACEUTICALS INC Healthcare 11,028.0 $19K $1.74 -25.3%
455 BYND BEYOND MEAT INC Consumer Defensive 15,267.0 $11K $0.70 +14.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 46.1%
Technology 15.0%
Healthcare 9.0%
Communication Services 7.9%
Industrials 5.9%
Consumer Cyclical 5.3%
Consumer Defensive 3.6%
Real Estate 3.1%
Utilities 2.2%
Basic Materials 0.9%