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Greenwich Wealth Management LLC

· CIK 0001439805
13F Portfolio $2.4B AUM 308 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 INTERACTIVE BROKERS GROUP IN COM 9,924,043.0 $665.6M 27.17% +739K +8.0% $67.07
2 SPY SPDR S&P 500 ETF TR TR Financial Services 345,231.0 $224.5M 9.17% +100K +41.0% $650.34 +13.7%
3 FUTU FUTU HLDGS LTD Financial Services 1,226,000.0 $167.7M 6.84% +718K +141.6% $136.76 +3.5%
4 NMAX NEWSMAX INC Communication Services 22,795,352.0 $119.0M 4.86% $5.22 +32.6%
5 HOOD ROBINHOOD MKTS INC COM Financial Services 1,144,222.0 $79.3M 3.24% +1.1M +2238.9% $69.30 +16.4%
6 ALPHABET INC CAP STK 142,435.0 $40.9M 1.67% $286.86
7 AAPL APPLE INC Technology 154,238.0 $39.1M 1.60% -843.0 -0.5% $253.79 +18.3%
8 62C PIPER JAFFRAY COS 416,769.0 $31.9M 1.30% +313K +300.0% $76.55
9 QQQ INVESCO QQQ TR Financial Services 54,532.0 $31.5M 1.28% -1K -2.0% $577.18 +22.8%
10 GBTC GRAYSCALE BITCOIN TR BTC Financial Services 633,993.0 $31.0M 1.27% $48.96 +25.5%
11 SLV ISHARES SILVER TRUST Financial Services 440,963.0 $30.0M 1.23% $68.14 +1.3%
12 ORCL ORACLE CORP Technology 186,879.0 $27.5M 1.12% $147.11 +33.0%
13 SCHW SCHWAB CHARLES CORP NEW Financial Services 280,425.0 $26.4M 1.08% -48K -14.6% $93.98 -4.8%
14 CCJ CAMECO CORP Energy 237,364.0 $25.8M 1.05% $108.61 -1.0%
15 WYNN WYNN RESORTS LTD Consumer Cyclical 250,055.0 $25.4M 1.04% $101.55 -6.0%
16 SPDR GOLD TR GOLD 56,646.0 $24.4M 0.99% $430.29
17 NVDA NVIDIA CORP Technology 135,283.0 $23.6M 0.96% $174.40 +35.2%
18 PLTR PALANTIR TECHNOLOGIES INC Technology 160,426.0 $23.5M 0.96% -2K -1.5% $146.28 -8.6%
19 THM INTERNATIONAL TOWER HILL MIN Basic Materials 10,000,000.0 $23.0M 0.94% NEW $2.30 +16.1%
20 JSI JANUS DETROIT STR TR 441,365.0 $22.8M 0.93% +7K +1.6% $51.55 -0.4%
21 MSFT MICROSOFT CORP Technology 56,358.0 $20.9M 0.85% +1K +1.9% $370.17 +10.6%
22 PYPL PAYPAL HLDGS INC Financial Services 455,523.0 $20.6M 0.84% +330K +262.0% $45.23 -0.4%
23 CBOE CBOE HLDGS INC Financial Services 70,207.0 $19.7M 0.81% $281.07 +29.2%
24 MDY APPLIED MATLS INC Financial Services 53,592.0 $18.3M 0.75% $341.79 +92.9%
25 NG NOVAGOLD RES INC Basic Materials 2,000,001.0 $18.0M 0.73% $8.98 -1.0%
26 COIN COINBASE GLOBAL INC COM Financial Services 100,035.0 $17.5M 0.71% $174.61 +21.4%
27 UYLD ANGEL OAK FUNDS TRUST 317,235.0 $16.2M 0.66% -47K -12.9% $51.03 +0.1%
28 JPIE J P MORGAN EXCHANGE TRADED F 346,190.0 $15.9M 0.65% -3K -0.9% $46.07 -0.5%
29 ISHARES TR 0-3 MNTH 152,994.0 $15.4M 0.63% +51K +49.6% $100.66
30 IBM INTERNATIONAL BUSINESS MACHS Technology 58,098.0 $14.1M 0.57% +376.0 +0.7% $242.38 -9.9%
31 WY WEYERHAEUSER CO Real Estate 554,256.0 $13.5M 0.55% $24.43 -4.4%
32 VNLA JANUS DETROIT STR TR HENDRSN SHRT 269,053.0 $13.1M 0.54% -81K -23.0% $48.86 +0.2%
33 AVLV AMERICAN CENTY TR US LARGE CAP VLU 162,193.0 $13.1M 0.53% -10K -6.0% $80.61 +9.0%
34 ETOR ETORO GROUP LTD Financial Services 430,000.0 $12.9M 0.53% +334K +345.6% $30.03 +38.5%
35 REGN REGENERON PHARMACEUTICALS Healthcare 16,102.0 $12.4M 0.51% $772.64 -7.7%
36 JAAA JANUS DETROIT STR TR HENDRSON AAA 232,831.0 $11.7M 0.48% -31K -11.6% $50.37 +0.5%
37 AVUV AMERICAN CENTY TR US SML CP VALU 105,409.0 $11.6M 0.47% +9K +9.5% $110.47 +6.1%
38 AXON AXON ENTERPRISE INC Industrials 26,897.0 $11.4M 0.47% $424.69 -7.7%
39 SAMT ADVISORS INNER CIRCLE FD III 282,263.0 $11.1M 0.45% +17K +6.4% $39.27 +15.1%
40 PH PARKER HANNIFIN CORP Industrials 12,191.0 $10.9M 0.45% $895.25 -1.7%
41 WDC WESTERN DIGITAL CORP Technology 39,632.0 $10.7M 0.44% $270.49 +80.8%
42 ROE EA SERIES TRUST 290,081.0 $10.3M 0.42% +96K +49.1% $35.43 +12.1%
43 STIP ISHARES TR 95,911.0 $9.9M 0.41% NEW $103.43 +0.1%
44 FCX FREEPORT-MCMORAN INC Basic Materials 162,622.0 $9.6M 0.39% $58.78 +12.5%
45 MELI MERCADOLIBRE INC Consumer Cyclical 5,500.0 $9.5M 0.39% $1729.09 -7.0%
46 TT TRANE TECHNOLOGIES PLC Industrials 22,702.0 $9.5M 0.39% $416.75 +15.6%
47 GS GOLDMAN SACHS GROUP INC Financial Services 11,155.0 $9.4M 0.39% -18K -61.8% $845.99 +14.5%
48 CARY ANGEL OAK FUNDS TRUST 444,549.0 $9.2M 0.38% +54K +13.8% $20.77 -0.1%
49 OPY OPPENHEIMER HLDGS INC Financial Services 100,872.0 $9.0M 0.37% -24K -19.3% $89.19 +7.1%
50 VOO VANGUARD INDEX FDS S&P 500 ETF 14,655.0 $8.8M 0.36% -322.0 -2.1% $597.54 +13.7%
51 SNDK SANDISK CORP Technology 13,173.0 $8.4M 0.34% -118.0 -0.9% $635.31 +117.6%
52 MP MP MATERIALS CORP COM Basic Materials 150,091.0 $7.2M 0.30% NEW $48.26 +25.0%
53 OSK OSHKOSH CORP Industrials 49,033.0 $7.2M 0.29% $147.21 -14.3%
54 CISCO SYS INC 86,806.0 $6.7M 0.28% +953.0 +1.1% $77.59
55 VIRT VIRTU FINL INC Financial Services 146,960.0 $6.5M 0.26% $43.98 +25.0%
56 AVDE AMERICAN CENTY ETF TR 75,697.0 $6.4M 0.26% +16K +26.2% $84.84 +5.4%
57 NBIS NEBIUS GROUP N.V. Communication Services 61,000.0 $6.3M 0.26% $103.75 +113.1%
58 BG BUNGE LIMITED Consumer Defensive 47,338.0 $6.0M 0.25% -582.0 -1.2% $127.19 -3.7%
59 SPDR DOW JONES INDL AVRG UT SER 1 12,883.0 $6.0M 0.24% -154.0 -1.2% $463.17
60 VXUS VANGUARD STAR FD VG TL INTL STK 75,180.0 $5.8M 0.24% -559.0 -0.7% $77.11 +7.8%
61 BCS BARCLAYS PLC Financial Services 272,283.0 $5.8M 0.23% $21.16 +6.5%
62 VCRB VANGUARD MALVERN FDS 73,817.0 $5.7M 0.23% -15K -17.1% $77.38 -1.1%
63 GM GENERAL MTRS CO Consumer Cyclical 75,436.0 $5.6M 0.23% -462.0 -0.6% $74.50 +4.4%
64 GWRE GUIDEWIRE SOFTWARE INC Technology 37,468.0 $5.6M 0.23% $149.57 -17.3%
65 USFR WISDOMTREE TR FLOATNG RAT 111,278.0 $5.6M 0.23% +24K +27.3% $50.34 +0.2%
66 UNH UNITEDHEALTH GROUP INC Healthcare 20,059.0 $5.4M 0.22% $270.60 +47.5%
67 BX BLACKSTONE GROUP INC COM Financial Services 41,776.0 $4.8M 0.20% $114.99 +2.5%
68 AVGO BROADCOM INC Technology 15,493.0 $4.8M 0.20% +329.0 +2.2% $309.49 +37.4%
69 DOCU DOCUSIGN INC Technology 92,980.0 $4.4M 0.18% $47.41 -4.0%
70 AMZN AMAZON COM INC Consumer Cyclical 21,132.0 $4.4M 0.18% -141.0 -0.7% $208.26 +26.8%
71 MEM MATTHEWS ASIA FDS 115,914.0 $4.3M 0.18% -8K -6.5% $37.14 +15.9%
72 VO VANGUARD INDEX FDS MID CAP 14,114.0 $4.1M 0.17% $287.16 -73.3%
73 CI CIGNA CORP NEW Healthcare 15,033.0 $4.0M 0.16% +404.0 +2.8% $266.75 +6.9%
74 PFE PFIZER INC Healthcare 141,539.0 $4.0M 0.16% $28.08 -8.3%
75 JOHNSON CTLS INTL PLC 30,326.0 $4.0M 0.16% $130.94
76 JPM JPMORGAN CHASE & CO Financial Services 13,184.0 $3.9M 0.16% +252.0 +1.9% $294.14 +2.0%
77 PSC PRINCIPAL EXCHANGE TRADED FD 66,484.0 $3.8M 0.16% +23K +54.0% $57.32 +10.1%
78 BPOP POPULAR INC Financial Services 28,137.0 $3.8M 0.15% $134.16 +7.4%
79 VB VANGUARD INDEX FDS SMALL CP 14,362.0 $3.8M 0.15% $261.94 +7.6%
80 TEX TEREX CORP NEW Industrials 62,282.0 $3.7M 0.15% $59.10 +8.1%
81 AUR AURORA INNOVATION INC Technology 864,028.0 $3.6M 0.14% -137K -13.7% $4.12 +87.1%
82 BOXX EA SERIES TRUST 30,479.0 $3.5M 0.14% +13K +76.2% $116.28 +0.4%
83 NXE NEXGEN ENERGY LTD Energy 300,000.0 $3.5M 0.14% $11.60 +3.2%
84 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 47,737.0 $3.5M 0.14% $72.69 +10.6%
85 SAGP ADVISORS INNER CIRCLE FD III 99,842.0 $3.4M 0.14% +22K +28.6% $34.31 +0.5%
86 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT 67,212.0 $3.4M 0.14% +469.0 +0.7% $50.62
87 BEN FRANKLIN RESOURCES INC Financial Services 143,436.0 $3.4M 0.14% -149K -50.9% $23.62 +34.8%
88 VNQ BERKSHIRE HATHAWAY INC DEL 11,742.0 $3.3M 0.14% -7.0 +0.0% $284.45 -67.0%
89 ARW ARROW ELECTRS INC Technology 22,193.0 $3.2M 0.13% +119.0 +0.5% $143.42 +45.3%
90 FLEXTRONICS INTL LTD 48,324.0 $3.2M 0.13% $65.45
91 ABBV ABBVIE INC Healthcare 14,231.0 $3.1M 0.13% $217.48 -3.3%
92 INTERCONTINENTAL EXCHANGE IN 18,805.0 $3.0M 0.12% $157.30
93 RF REGIONS FINL CORP NEW Financial Services 108,984.0 $2.8M 0.12% $26.12 +2.6%
94 IJR ISHARES TR CORE S&P SCP 22,536.0 $2.8M 0.11% -780.0 -3.4% $124.29 +7.8%
95 HL HECLA MNG CO Basic Materials 150,267.0 $2.8M 0.11% $18.63 +4.4%
96 SELECT SECTOR SPDR TR SBI INT-FINL 55,717.0 $2.8M 0.11% -6K -10.0% $49.37
97 ALPHABET INC CAP STK 9,430.0 $2.7M 0.11% $287.59
98 PAAS PAN AMERN SILVER CORP Basic Materials 49,000.0 $2.7M 0.11% $54.63 +11.8%
99 CTVA CORTEVA INC Basic Materials 31,907.0 $2.7M 0.11% +386.0 +1.2% $83.71 -0.5%
100 JFLX J P MORGAN EXCHANGE TRADED F 53,345.0 $2.6M 0.11% NEW $49.68 +0.4%
101 APH AMPHENOL CORP NEW Technology 20,887.0 $2.6M 0.11% +140.0 +0.7% $126.35 -1.1%
102 LLY LILLY ELI & CO Healthcare 2,840.0 $2.6M 0.11% +30.0 +1.1% $919.72 +9.5%
103 PRME PRIME MEDICINE INC Healthcare 750,001.0 $2.6M 0.11% +10K +1.4% $3.48 -10.1%
104 INVESCO T S&P500 EQL WGT 13,508.0 $2.6M 0.11% -149.0 -1.1% $191.89
105 FTXH NASDAQ INC 30,431.0 $2.6M 0.10% $84.88 -60.1%
106 INTC INTEL CORP Technology 58,449.0 $2.6M 0.10% -2K -2.5% $44.12 +162.7%
107 EBAY EBAY INC Consumer Cyclical 27,470.0 $2.5M 0.10% $91.01 +24.4%
108 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 7,330.0 $2.5M 0.10% -273.0 -3.6% $337.93 +23.6%
109 VANGUARD SCOTTSDALE FDS INT-TERM 27,697.0 $2.3M 0.09% -1K -4.5% $82.75
110 WPM WHEATON PRECIOUS METALS CORP Basic Materials 17,000.0 $2.2M 0.09% $131.00 +6.3%
111 ALLEGION PLC ORD 14,847.0 $2.2M 0.09% $145.28
112 AG FIRST MAJESTIC SILVER CORP Basic Materials 100,000.0 $2.1M 0.09% $21.48 -4.9%
113 DOW DOW INC Basic Materials 51,298.0 $2.1M 0.09% -2K -3.0% $41.66 -6.9%
114 MS MORGAN STANLEY Financial Services 12,776.0 $2.1M 0.09% -83.0 -0.7% $164.61 +18.2%
115 VCRM VANGUARD MUN BD FDS 27,808.0 $2.1M 0.09% -28K -50.5% $75.16
116 VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT 37,560.0 $2.0M 0.08% -250.0 -0.7% $54.05 +8.1%
117 IVV ISHARES TR CORE S&P500 3,101.0 $2.0M 0.08% +65.0 +2.1% $653.34 +13.6%
118 XOM EXXON MOBIL CORP Energy 11,753.0 $2.0M 0.08% $169.66 -9.9%
119 META FACEBOOK INC Communication Services 3,473.0 $2.0M 0.08% +167.0 +5.0% $572.13 +8.1%
120 VZ VERIZON COMMUNICATIONS INC Communication Services 39,073.0 $2.0M 0.08% -441.0 -1.1% $50.19 -6.2%
121 IWM ISHARES TR RUSSELL 2000 7,851.0 $1.9M 0.08% -134.0 -1.7% $247.99 +11.9%
122 AMERICA MOVIL SAB DE CV SPON ADR L 73,440.0 $1.9M 0.08% -80K -52.1% $25.48
123 CVS CVS HEALTH CORP Healthcare 24,594.0 $1.8M 0.07% $71.81 +35.3%
124 GSK GSK PLC Healthcare 31,883.0 $1.8M 0.07% $55.20 -7.7%
125 NVS NOVARTIS AG Healthcare 11,294.0 $1.7M 0.07% $152.74 -1.9%
126 CAT CATERPILLAR INC DEL Industrials 2,373.0 $1.7M 0.07% -54.0 -2.2% $708.39 +25.4%
127 IR INGERSOLL RAND INC Industrials 19,918.0 $1.6M 0.07% $80.13 -10.4%
128 PINNACLE FINL PARTNERS INC 17,588.0 $1.5M 0.06% NEW $86.14
129 UEC URANIUM ENERGY CORP Energy 108,055.0 $1.5M 0.06% +829.0 +0.8% $13.50 +9.7%
130 VYMI VANGUARD WHITEHALL FDS INC HIGH DIV 9,810.0 $1.5M 0.06% -75.0 -0.8% $148.11 -33.7%
131 BAC BANK AMER CORP Financial Services 29,627.0 $1.4M 0.06% +690.0 +2.4% $48.74 +2.1%
132 FEM FIRST TR EXCH TRD ALPHDX FD 46,545.0 $1.4M 0.06% NEW $29.95 +6.9%
133 GRNJ TIDAL TRUST III 55,659.0 $1.4M 0.06% NEW $25.01 +21.6%
134 IJH ISHARES TR CORE S&P MCP 20,575.0 $1.4M 0.06% +475.0 +2.4% $67.51 +7.0%
135 COST COSTCO WHSL CORP NEW Consumer Defensive 1,349.0 $1.3M 0.06% +353.0 +35.4% $996.29 +4.5%
136 VTI VANGUARD INDEX FDS TOTAL STK 4,122.0 $1.3M 0.05% $320.72 +13.1%
137 NEE NEXTERA ENERGY INC Utilities 13,746.0 $1.3M 0.05% $92.90 +3.0%
138 VEU VANGUARD INTL EQUITY INDEX F ALLWRLD EX 16,758.0 $1.3M 0.05% +158.0 +0.9% $75.13 +7.8%
139 DXJ WISDOMTREE TR JAPN HEDGE 7,925.0 $1.3M 0.05% -192.0 -2.4% $158.61 +7.5%
140 HPQ HP INC Technology 65,045.0 $1.2M 0.05% -75K -53.5% $19.22 +8.1%
141 SPSB SPDR SERIES TRUST PORTFOLIO SHORT 41,555.0 $1.2M 0.05% -1K -2.8% $30.08 -0.4%
142 CNC CENTENE CORP DEL Healthcare 37,758.0 $1.2M 0.05% -386.0 -1.0% $32.73 +79.3%
143 Q QNITY ELECTRONICS INC Technology 10,533.0 $1.2M 0.05% +58.0 +0.6% $115.35 +42.3%
144 SWKS SKYWORKS SOLUTIONS INC Technology 22,116.0 $1.2M 0.05% +720.0 +3.4% $53.54 +25.3%
145 XBI SPDR SER TR S&P 8,881.0 $1.1M 0.05% -480.0 -5.1% $127.69 +2.3%
146 EWJ ISHARES INC MSCI JPN 13,235.0 $1.1M 0.05% -3K -20.1% $84.47 +7.8%
147 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 15,328.0 $1.1M 0.04% +444.0 +3.0% $72.55 +4.9%
148 JNJ JOHNSON & JOHNSON Healthcare 4,509.0 $1.1M 0.04% +93.0 +2.1% $244.40 -5.6%
149 RAYTHEON TECHNOLOGIES CORP 5,671.0 $1.1M 0.04% $192.91
150 JEPI J P MORGAN EXCHANGE-TRADED F EQUITY 19,104.0 $1.1M 0.04% -17K -46.5% $56.69 -1.4%
151 GRID FIRST TR NASDQ CLN EDGE 6,322.0 $1.0M 0.04% +4K +162.2% $163.56 +17.3%
152 NXT NEXTRACKER INC Technology 8,445.0 $1.0M 0.04% $120.54 +18.4%
153 AAMI ACADIAN ASSET MANAGEMENT INC Financial Services 18,500.0 $1.0M 0.04% $54.43 +26.4%
154 DD DUPONT DE NEMOURS INC Basic Materials 21,923.0 $1.0M 0.04% +872.0 +4.1% $45.80 +10.5%
155 SJM SMUCKER J M CO Consumer Defensive 10,115.0 $976K 0.04% +1K +16.1% $96.49 +3.8%
156 MRK MERCK & CO INC Healthcare 7,921.0 $953K 0.04% -137.0 -1.7% $120.31 -5.7%
157 GILD GILEAD SCIENCES INC Healthcare 6,832.0 $952K 0.04% +321.0 +4.9% $139.34 -5.2%
158 GEV GE VERNOVA INC Utilities 1,088.0 $949K 0.04% +24.0 +2.3% $872.24 +25.0%
159 AVIV AMERICAN CENTY TR INTERNATIONAL LR 12,648.0 $946K 0.04% -324.0 -2.5% $74.79 +4.4%
160 PG PROCTER AND GAMBLE CO Consumer Defensive 6,436.0 $930K 0.04% $144.50 -1.2%
161 HD HOME DEPOT INC Consumer Cyclical 2,814.0 $926K 0.04% $329.07 -7.5%
162 SELECT SECTOR SPDR TR ENERGY 14,938.0 $915K 0.04% -4K -20.3% $61.25
163 VANECK ETF TRUST SEMICONDUCTR 2,359.0 $904K 0.04% -124.0 -5.0% $383.21
164 MCD MCDONALDS CORP Consumer Cyclical 2,898.0 $901K 0.04% +81.0 +2.9% $310.90 -11.6%
165 QQQM INVESCO EXCH TRADED FD TR II 3,778.0 $898K 0.04% +334.0 +9.7% $237.69 +22.8%
166 F FORD MTR CO DEL Consumer Cyclical 73,282.0 $846K 0.04% -285K -79.5% $11.54 +25.4%
167 NVT NVENT ELECTRIC PLC Industrials 7,112.0 $841K 0.03% $118.25 +47.1%
168 BNDX VANGUARD CHARLOTTE FDS INTL BD IDX 17,455.0 $839K 0.03% +204.0 +1.2% $48.07 -1.0%
169 KIM KIMCO RLTY CORP Real Estate 34,736.0 $781K 0.03% -923.0 -2.6% $22.48 +3.1%
170 MUR MURPHY OIL CORP Energy 18,521.0 $764K 0.03% -2K -10.0% $41.25 -5.6%
171 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 107,500.0 $734K 0.03% $6.83 +0.5%
172 GE GENERAL ELECTRIC CO Industrials 2,532.0 $718K 0.03% $283.57 +2.8%
173 TESLA MTRS INC 1,925.0 $715K 0.03% -50K -96.3% $371.43
174 V VISA INC COM Financial Services 2,256.0 $682K 0.03% +273.0 +13.8% $302.30 +6.7%
175 BLDX IMPAX FUNDS SERIES TRUST I 26,180.0 $671K 0.03% NEW $25.63 +2.1%
176 AMT AMERICAN TOWER CORP NEW Real Estate 3,882.0 $670K 0.03% $172.59 -1.1%
177 MTCH MATCH GROUP INC NEW Communication Services 21,692.0 $666K 0.03% +1K +4.8% $30.70 +16.4%
178 SELECT SECTOR SPDR TR SBI HEALTHCARE 4,538.0 $665K 0.03% -36.0 -0.8% $146.54
179 CVX CHEVRON CORP NEW Energy 3,139.0 $650K 0.03% +353.0 +12.7% $207.07 -9.9%
180 BV BRIGHTVIEW HLDGS INC Industrials 55,000.0 $648K 0.03% $11.78 +6.7%
181 GRNY TIDAL TRUST I 27,045.0 $646K 0.03% NEW $23.89 +12.1%
182 PEP PEPSICO INC Consumer Defensive 4,141.0 $643K 0.03% +21.0 +0.5% $155.28 -4.3%
183 PNR PENTAIR PLC Industrials 7,276.0 $634K 0.03% +155.0 +2.2% $87.14 -14.1%
184 VT VANGUARD INTL EQUITY INDEX F TT WRLD ST 4,525.0 $626K 0.03% +240.0 +5.6% $138.34 +11.0%
185 PICK ISHARES INC MSCI GBL 10,891.0 $616K 0.03% -1K -8.6% $56.56 +11.2%
186 XLB SELECT SECTOR SPDR TR SBI MATERIALS 12,203.0 $610K 0.03% +5K +68.0% $49.99 +0.6%
187 EWZ FIRST TR EXCHANGE-TRADED FD RISNG DIVD 8,891.0 $607K 0.03% $68.27 -46.9%
188 KMB KIMBERLY CLARK CORP Consumer Defensive 6,293.0 $607K 0.03% +4K +174.0% $96.46 +0.2%
189 EFA ISHARES TR MSCI EAFE 6,185.0 $601K 0.03% $97.17 +4.7%
190 ADIENT PLC ORD 29,412.0 $594K 0.02% -2K -6.6% $20.20
191 NOW SERVICENOW INC Technology 5,526.0 $578K 0.02% +52.0 +0.9% $104.60 -13.5%
192 EFAV ISHARES TR 6,076.0 $555K 0.02% +326.0 +5.7% $91.34 -1.2%
193 ROBO EXCHANGE TRADED CONCEPTS TR ROBO GLB 7,939.0 $543K 0.02% $68.40 +24.3%
194 IGF ISHARES TR GLB INFRASTR 8,054.0 $540K 0.02% $67.05 -1.5%
195 AMGN AMGEN INC Healthcare 1,460.0 $514K 0.02% -29.0 -1.9% $352.05 -7.3%
196 NFLX NETFLIX INC Communication Services 5,295.0 $509K 0.02% -94.0 -1.7% $96.13 -9.6%
197 GLOBAL X FDS RBTCS ARTFL 15,187.0 $505K 0.02% $33.25
198 SRLN SSGA ACTIVE TR BLKSTN GSOSRLN 12,425.0 $499K 0.02% +244.0 +2.0% $40.16 +0.9%
199 ALL ALLSTATE CORP Financial Services 2,389.0 $495K 0.02% +344.0 +16.8% $207.20 +4.9%
200 KLAC KLA-TENCOR CORP Technology 333.0 $491K 0.02% -22.0 -6.2% $1474.47 +28.4%
201 KD KYNDRYL HLDGS INC COMMON Technology 37,248.0 $489K 0.02% +5K +16.4% $13.13 -15.2%
202 ASML HOLDING N V N Y REGISTRY 365.0 $482K 0.02% -32.0 -8.1% $1320.55
203 CL COLGATE PALMOLIVE CO Consumer Defensive 5,413.0 $461K 0.02% +344.0 +6.8% $85.17 +3.5%
204 GLDM WORLD GOLD TR Financial Services 4,963.0 $460K 0.02% +585.0 +13.4% $92.69 -2.9%
205 VEA VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT 6,797.0 $436K 0.02% +2K +39.9% $64.15 +7.7%
206 UNP UNION PAC CORP Industrials 1,783.0 $433K 0.02% $242.85 +10.9%
207 UPS UNITED PARCEL SERVICE INC Industrials 4,398.0 $433K 0.02% -564.0 -11.4% $98.45 -0.0%
208 CRM SALESFORCE COM INC Technology 2,315.0 $432K 0.02% -116.0 -4.8% $186.61 -10.2%
209 ADBE ADOBE SYSTEMS INCORPORATED Technology 1,742.0 $424K 0.02% -292.0 -14.4% $243.40 +1.7%
210 MLPX GLOBAL X FDS GLB X MLP ENRG 5,656.0 $418K 0.02% -55.0 -1.0% $73.90 +3.1%
211 WMT WAL-MART STORES INC Consumer Defensive 3,344.0 $416K 0.02% NEW $124.40 +6.5%
212 MU MICRON TECHNOLOGY INC Technology 1,217.0 $411K 0.02% -277.0 -18.5% $337.72 +129.8%
213 QABA FIRST TR NASDAQ ABA CMNTY BK UT COM SHS 6,994.0 $407K 0.02% $58.19 +2.9%
214 SPDR SERIES TRUST S&P DIVID 2,776.0 $405K 0.02% -15.0 -0.5% $145.89
215 J P MORGAN EXCHANGE TRADED F 7,274.0 $404K 0.02% -6K -45.7% $55.54
216 LMT LOCKHEED MARTIN CORP Industrials 667.0 $403K 0.02% -16.0 -2.3% $604.20 -13.9%
217 TMO THERMO FISHER SCIENTIFIC INC Healthcare 816.0 $401K 0.02% $491.42 -8.8%
218 T AT&T INC Communication Services 13,298.0 $386K 0.02% +1K +10.2% $29.03 -15.0%
219 FCNCA FIRST CTZNS BANCSHARES INC N Financial Services 204.0 $385K 0.02% -14.0 -6.4% $1887.25 +2.7%
220 IWF ISHARES TR RUS 1000 GRW 900.0 $384K 0.02% $426.67 -70.9%
221 COP CONOCOPHILLIPS Energy 2,902.0 $383K 0.02% $131.98 -9.9%
222 SMH SELECT SECTOR SPDR TR TECHNOLOGY 2,861.0 $380K 0.02% $132.82 +318.9%
223 DIS DISNEY WALT CO Communication Services 3,830.0 $369K 0.01% -23.0 -0.6% $96.34 +9.4%
224 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,798.0 $365K 0.01% +184.0 +11.4% $203.00 +5.7%
225 URA GLOBAL X FDS 7,433.0 $360K 0.01% +3K +52.0% $48.43 +3.0%
226 SPDR SER TR SPDR 3,930.0 $360K 0.01% +45.0 +1.2% $91.60
227 0J7Q IAC INTERACTIVECORP NEW 8,747.0 $350K 0.01% $40.01
228 MMM 3M CO Industrials 2,402.0 $349K 0.01% $145.30 -0.1%
229 ACCENTURE PLC IRELAND SHS 1,728.0 $343K 0.01% +158.0 +10.1% $198.50
230 BMY BRISTOL MYERS SQUIBB CO Healthcare 5,516.0 $335K 0.01% -453.0 -7.6% $60.73 -6.1%
231 EEM ISHARES TR MSCI EMG MKT 5,800.0 $329K 0.01% $56.72 +14.7%
232 OPPE WISDOMTREE TR 5,971.0 $321K 0.01% +580.0 +10.8% $53.76 +3.3%
233 DBEF DBX ETF TR 6,459.0 $319K 0.01% $49.39 +4.5%
234 VANGUARD WORLD FDS INF TECH 457.0 $319K 0.01% $698.03
235 BIV VANGUARD BD INDEX FDS 4,115.0 $318K 0.01% $77.28 -1.6%
236 PM PHILIP MORRIS INTL INC Consumer Defensive 1,896.0 $313K 0.01% +31.0 +1.7% $165.08 +16.2%
237 VNQI VANGUARD INTL EQUITY INDEX F GLB EX US 6,850.0 $304K 0.01% -141.0 -2.0% $44.38 +3.6%
238 SAFE SAFEHOLD INC Real Estate 22,045.0 $298K 0.01% $13.52 +8.1%
239 ISHARES TR USA MIN VOL 3,208.0 $298K 0.01% +968.0 +43.2% $92.89
240 QUANTA SVCS INC 541.0 $297K 0.01% -9.0 -1.6% $548.98
241 CMI CUMMINS INC Industrials 542.0 $292K 0.01% +7.0 +1.3% $538.75 +33.0%
242 AXP AMERICAN EXPRESS CO Financial Services 958.0 $290K 0.01% -132.0 -12.1% $302.71 +3.6%
243 CSX CSX CORP Industrials 7,076.0 $290K 0.01% $40.98 +12.0%
244 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,511.0 $289K 0.01% -2K -18.7% $38.48 +16.5%
245 JMBS JANUS DETROIT STR TR 6,373.0 $288K 0.01% -42K -86.8% $45.19 -1.0%
246 AVEM AMERICAN CENTY ETF TR 3,567.0 $287K 0.01% NEW $80.46 +14.2%
247 LTPZ PIMCO ETF TR 5,523.0 $282K 0.01% $51.06 -1.5%
248 TXN TEXAS INSTRS INC Technology 1,454.0 $282K 0.01% -55.0 -3.6% $193.95 +57.9%
249 BKMI BNY MELLON ETF TRUST II 10,775.0 $281K 0.01% NEW $26.08 +0.1%
250 EIX EDISON INTL Utilities 3,833.0 $280K 0.01% -379.0 -9.0% $73.05 -3.2%
251 KO COCA COLA CO Consumer Defensive 3,665.0 $279K 0.01% +45.0 +1.2% $76.13 +5.7%
252 COMCAST CORP NEW 9,570.0 $275K 0.01% +325.0 +3.5% $28.74
253 HON HONEYWELL INTL INC Industrials 1,207.0 $273K 0.01% -34.0 -2.7% $226.18 -3.7%
254 OPPJ WISDOMTREE TR 5,030.0 $273K 0.01% NEW $54.27 +11.5%
255 CALM CAL MAINE FOODS INC Consumer Defensive 3,437.0 $272K 0.01% +695.0 +25.4% $79.14 -2.9%
256 IYE ISHARES TR U.S. ENERGY 4,110.0 $266K 0.01% NEW $64.72 -2.7%
257 JKS JINKOSOLAR HLDG CO LTD Energy 10,450.0 $266K 0.01% -575.0 -5.2% $25.45 -2.5%
258 LRCX LAM RESEARCH CORP Technology 1,223.0 $261K 0.01% -226.0 -15.6% $213.41 +40.2%
259 WFC WELLS FARGO & CO NEW Financial Services 3,280.0 $261K 0.01% +96.0 +3.0% $79.57 -7.3%
260 FDVV FIDELITY COVINGTON TRUST 4,694.0 $259K 0.01% $55.18 +7.4%
261 SRE SEMPRA ENERGY Utilities 2,582.0 $251K 0.01% +101.0 +4.1% $97.21 -4.5%
262 ENERGY TRANSFER EQUITY L P 13,007.0 $251K 0.01% $19.30
263 C CITIGROUP INC Financial Services 2,180.0 $247K 0.01% -280.0 -11.4% $113.30 +8.9%
264 VTRS VIATRIS INC Healthcare 17,916.0 $242K 0.01% -3K -13.3% $13.51 +27.8%
265 WEC WEC ENERGY GROUP INC Utilities 2,090.0 $242K 0.01% $115.79 -3.6%
266 TPL TEXAS PACIFIC LAND CORPORATI Energy 500.0 $237K 0.01% NEW $474.00 -18.0%
267 STT STATE STR CORP Financial Services 1,854.0 $235K 0.01% -3K -64.8% $126.75 +21.3%
268 UBER UBER TECHNOLOGIES INC Technology 3,260.0 $235K 0.01% +265.0 +8.8% $72.09 +3.6%
269 LOW LOWES COS INC Consumer Cyclical 969.0 $229K 0.01% $236.33 -5.4%
270 TLRYEUR TILRAY INC 35,370.0 $229K 0.01% $6.47
271 1939900D BROOKFIELD INFRASTRUCTURE CO COM SB VTG 5,748.0 $227K 0.01% +557.0 +10.7% $39.49
272 NEM NEWMONT GOLDCORP CORPORATION Basic Materials 2,048.0 $222K 0.01% -288.0 -12.3% $108.40 +7.3%
273 BA BOEING CO Industrials 1,106.0 $220K 0.01% +8.0 +0.7% $198.92 +10.8%
274 DAC DANAOS CORPORATION Industrials 1,914.0 $216K 0.01% NEW $112.85 +17.8%
275 MA MASTERCARD INC Financial Services 429.0 $214K 0.01% +15.0 +3.6% $498.83 -1.8%
276 VLO VALERO ENERGY CORP NEW Energy 865.0 $214K 0.01% NEW $247.40 -1.1%
277 WELL WELLTOWER INC Real Estate 1,081.0 $214K 0.01% $197.96 +10.0%
278 SFD SMITHFIELD FOODS INC Consumer Defensive 7,597.0 $212K 0.01% NEW $27.91 -10.7%
279 PSFE PAYSAFE LIMITED Technology 30,806.0 $210K 0.01% +333.0 +1.1% $6.82 +19.6%
280 EMLP FIRST TR EXCHANGE-TRADED FD 4,795.0 $209K 0.01% NEW $43.59 +0.1%
281 AMERIPRISE FINL INC 469.0 $209K 0.01% +21.0 +4.7% $445.63
282 ETN EATON CORP PLC Industrials 579.0 $207K 0.01% NEW $357.51 +14.1%
283 CARR CARRIER GLOBAL CORPORATION Industrials 3,603.0 $203K 0.01% NEW $56.34 +14.8%
284 BMOP BNY MELLON ETF TRUST II 8,185.0 $202K 0.01% NEW $24.68 -0.1%
285 UTES ETFIS SER TR I 2,531.0 $202K 0.01% NEW $79.81 -3.2%
286 SM SM ENERGY CO Energy 6,437.0 $201K 0.01% NEW $31.23 +0.5%
287 YUM YUM BRANDS INC Consumer Cyclical 1,295.0 $201K 0.01% NEW $155.21 -3.0%
288 HLN HALEON PLC SPON Healthcare 19,546.0 $196K 0.01% $10.03 -11.1%
289 INVESCO ACTVELY MNGD ETC FD 10,488.0 $182K 0.01% NEW $17.35
290 NEW RESIDENTIAL INVT CORP 18,351.0 $174K 0.01% +4K +28.9% $9.48
291 DXC DXC TECHNOLOGY CO Technology 10,623.0 $134K 0.01% -543.0 -4.9% $12.61 -34.8%
292 SGHC SUPER GROUP SGHC LIMITED Consumer Cyclical 12,068.0 $130K 0.01% NEW $10.77 +22.9%
293 WU WESTERN UN CO Financial Services 14,323.0 $125K 0.01% -2K -13.5% $8.73 -4.8%
294 NIO NIO INC SPON Consumer Cyclical 18,750.0 $113K 0.01% +1K +5.6% $6.03 +3.7%
295 CNH CNH INDL N V Industrials 10,142.0 $112K 0.01% NEW $11.04 -3.4%
296 PK PARK HOTELS RESORTS INC Real Estate 10,085.0 $106K 0.00% NEW $10.51 +3.7%
297 ANVS ANNOVIS BIO INC Healthcare 47,000.0 $105K 0.00% +5K +10.8% $2.23 -7.8%
298 ABR ARBOR REALTY TRUST INC Real Estate 10,663.0 $82K 0.00% NEW $7.69 -24.7%
299 PAYO PAYONEER GLOBAL INC Technology 16,001.0 $77K 0.00% $4.81 +1.2%
300 ACB AURORA CANNABIS INC Healthcare 20,000.0 $65K 0.00% $3.25 +2.2%
301 PLTK PLAYTIKA HLDG CORP Technology 16,362.0 $45K 0.00% $2.75 +34.2%
302 INO INOVIO PHARMACEUTICALS INC Healthcare 24,899.0 $43K 0.00% +900.0 +3.8% $1.73 -24.7%
303 AGEN AGENUS INC Healthcare 12,000.0 $40K 0.00% NEW $3.33 +7.4%
304 ALIT ALIGHT INC COM Technology 40,728.0 $24K 0.00% +21K +110.9% $0.59 +33.4%
305 GPRO GOPRO INC Technology 24,100.0 $19K 0.00% +10K +74.6% $0.79 +40.8%
306 KALAEUR KALA PHARMACEUTICALS INC 18,393.0 $3K NEW $0.16

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 53.9%
Technology 15.0%
Communication Services 9.6%
Basic Materials 5.5%
Consumer Cyclical 3.8%
Industrials 3.8%
Healthcare 3.3%
Energy 2.6%
Consumer Defensive 1.2%
Real Estate 1.1%