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Dynasty Wealth Management, LLC

· CIK 0001727599
13F Portfolio $11.5B AUM 333 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 1,193,426.0 $779.6M 6.80% +132K +12.5% $653.21 +13.7%
2 BAI BLACKROCK ETF TRUST 19,651,117.0 $647.5M 5.64% +7.7M +64.6% $32.95 +42.0%
3 DYNF BLACKROCK ETF TRUST 11,061,727.0 $643.6M 5.61% +1.5M +16.1% $58.18 +13.9%
4 PWRD TCW ETF TRUST 6,570,313.0 $642.4M 5.60% +1.3M +23.9% $97.77 +14.5%
5 BINC BLACKROCK ETF TRUST II 12,025,663.0 $624.5M 5.45% +3.0M +33.7% $51.93 +0.3%
6 JAVA J P MORGAN EXCHANGE TRADED F 8,197,776.0 $588.2M 5.13% +3.4M +71.6% $71.75 +5.2%
7 IEFA ISHARES TR 5,936,800.0 $537.5M 4.69% +754K +14.6% $90.53 +5.2%
8 FBND FIDELITY MERRIMACK STR TR 10,210,549.0 $465.8M 4.06% +1.6M +18.0% $45.62 -0.9%
9 SPYG SPDR SERIES TRUST 3,816,675.0 $373.7M 3.26% -19K -0.5% $97.91 +20.9%
10 EMOP AB ACTIVE ETFS INC 8,258,081.0 $361.9M 3.15% NEW $43.82 +14.5%
11 FBCG FIDELITY COVINGTON TRUST 7,186,404.0 $360.2M 3.14% -256K -3.4% $50.12 +21.7%
12 IWF ISHARES TR 2,925,449.0 $311.9M 2.72% +2.3M +344.9% $106.60 +16.7%
13 ABLG ABACUS FCF ETF TR 4,423,181.0 $305.4M 2.66% -4.1M -35.1% $69.03 -52.8%
14 AGG ISHARES TR 2,740,098.0 $272.0M 2.37% -168K -5.8% $99.27 -1.3%
15 EFV ISHARES TR 3,522,247.0 $261.9M 2.28% +2.6M +298.6% $74.35 +3.9%
16 SPYV SPDR SERIES TRUST 3,971,984.0 $224.7M 1.96% +352K +9.7% $56.58 +5.8%
17 JCPB J P MORGAN EXCHANGE TRADED F 4,440,748.0 $209.1M 1.82% +716K +19.2% $47.08 -1.3%
18 BRTR BLACKROCK ETF TRUST II 4,026,972.0 $202.1M 1.76% +2.8M +241.7% $50.19 -0.8%
19 TLH ISHARES TR 1,834,991.0 $184.8M 1.61% +607K +49.4% $100.72 -2.9%
20 IEMG ISHARES INC 2,596,299.0 $181.1M 1.58% -4.1M -61.5% $69.75 +14.0%
21 IYG ISHARES TR 2,179,071.0 $180.5M 1.57% +1.6M +309.5% $82.84 +4.1%
22 MBB ISHARES TR 1,760,337.0 $167.1M 1.46% +303K +20.8% $94.95 -1.5%
23 GOVT ISHARES TR 6,629,343.0 $151.9M 1.32% +6.2M +1316.7% $22.91 -1.5%
24 IYK ISHARES TR 2,128,826.0 $149.1M 1.30% NEW $70.03 +3.1%
25 HEFA ISHARES TR 3,473,227.0 $147.6M 1.29% -81K -2.3% $42.50 +4.3%
26 IWD ISHARES TR 658,371.0 $140.7M 1.23% +263K +66.3% $213.67 +8.7%
27 IEI ISHARES TR 1,085,040.0 $128.7M 1.12% -85K -7.3% $118.60 -1.4%
28 SPDR GOLD TR 287,470.0 $123.7M 1.08% +14K +5.2% $430.29
29 JIRE J P MORGAN EXCHANGE TRADED F 1,455,928.0 $110.3M 0.96% -161K -9.9% $75.74 +3.9%
30 IJH ISHARES TR 1,470,494.0 $99.3M 0.87% +1.2M +401.4% $67.53 +6.9%
31 EMGF ISHARES INC 1,589,413.0 $96.0M 0.84% +277K +21.1% $60.43 +15.6%
32 FDVV FIDELITY COVINGTON TRUST 1,724,565.0 $95.3M 0.83% +943K +120.6% $55.24 +7.3%
33 DGRO ISHARES TR 1,281,275.0 $89.9M 0.78% +1.3M +10000.0% $70.18 +4.5%
34 IAU ISHARES GOLD TR Financial Services 1,011,766.0 $89.2M 0.78% -176K -14.8% $88.16 -3.0%
35 INMU BLACKROCK ETF TRUST II 3,290,251.0 $78.7M 0.69% +1.5M +88.6% $23.91 +0.1%
36 ABLD ABACUS FCF ETF TR 2,366,111.0 $73.9M 0.64% NEW $31.23 +0.1%
37 EUFN SELECT SECTOR SPDR TR 1,405,645.0 $69.4M 0.60% -323K -18.7% $49.37 -25.0%
38 FESM FIDELITY COVINGTON TRUST 1,810,612.0 $68.8M 0.60% +30K +1.7% $38.00 +14.3%
39 ITA* ISHARES TR 313,175.0 $68.5M 0.60% +91K +40.9% $218.75
40 STIP ISHARES TR 650,096.0 $67.2M 0.59% -444K -40.6% $103.43 +0.1%
41 SPY SPDR S&P 500 ETF TR Financial Services 101,433.0 $66.0M 0.57% -1K -1.5% $650.34 +13.7%
42 IYW ISHARES TR 352,756.0 $64.0M 0.56% -633K -64.2% $181.42 +31.6%
43 MUB ISHARES TR 526,425.0 $55.9M 0.49% +81K +18.2% $106.15 -0.0%
44 TIP ISHARES TR 485,165.0 $53.5M 0.47% +21K +4.5% $110.36 +0.2%
45 IVW ISHARES TR 361,235.0 $40.9M 0.36% +27K +7.9% $113.11 +20.9%
46 JMUB J P MORGAN EXCHANGE TRADED F 797,261.0 $39.9M 0.35% +392K +96.8% $49.99 -0.1%
47 JBND J P MORGAN EXCHANGE TRADED F 677,096.0 $36.4M 0.32% +204K +43.0% $53.77 -1.4%
48 EFA ISHARES TR 354,980.0 $34.5M 0.30% +43K +13.7% $97.13 +4.7%
49 INVESCO EXCHANGE TRADED FD T 177,042.0 $34.0M 0.30% -104K -36.9% $191.92
50 MUNI PIMCO ETF TR 592,190.0 $30.9M 0.27% -35K -5.6% $52.19 -0.3%
51 QUAL ISHARES TR 153,333.0 $29.4M 0.26% -15K -8.7% $191.81 +9.7%
52 NVDA NVIDIA CORPORATION Technology 163,586.0 $28.5M 0.25% +8K +4.9% $174.40 +35.2%
53 GOOGL ALPHABET INC Communication Services 87,747.0 $25.2M 0.22% +2K +3.2% $287.32 +39.6%
54 SPLV INVESCO EXCH TRADED FD TR II 319,953.0 $23.4M 0.20% -104K -24.6% $73.14 -1.1%
55 AAPL APPLE INC Technology 86,699.0 $22.0M 0.19% -453.0 -0.5% $253.79 +18.3%
56 ISHARES TR 212,459.0 $19.7M 0.17% -681K -76.2% $92.74
57 JMST J P MORGAN EXCHANGE TRADED F 368,775.0 $18.8M 0.16% +135K +57.6% $50.98 -0.2%
58 IXUS ISHARES TR 176,932.0 $15.3M 0.13% +67K +60.6% $86.64 +7.8%
59 MSFT MICROSOFT CORP Technology 40,765.0 $15.1M 0.13% -6K -13.2% $370.17 +10.6%
60 TFI SPDR SERIES TRUST 286,177.0 $13.0M 0.11% +85K +42.0% $45.34 -0.4%
61 AMZN AMAZON COM INC Consumer Cyclical 61,548.0 $12.8M 0.11% -3K -4.0% $208.27 +26.8%
62 EFG ISHARES TR 106,914.0 $11.9M 0.10% -327K -75.4% $111.37 +6.1%
63 VEA VANGUARD TAX-MANAGED FDS 182,070.0 $11.7M 0.10% -45K -19.7% $64.08 +7.8%
64 MEAR ISHARES U S ETF TR 221,903.0 $11.2M 0.10% +42K +23.2% $50.34 -0.2%
65 AVGO BROADCOM INC Technology 30,844.0 $9.5M 0.08% $309.51 +37.4%
66 JPM JPMORGAN CHASE & CO Financial Services 29,691.0 $8.7M 0.08% -2K -5.4% $294.16 +2.0%
67 MEM MATTHEWS ASIA FDS 215,534.0 $8.0M 0.07% +8K +4.1% $37.14 +15.9%
68 SHLD GLOBAL X FDS 111,260.0 $7.9M 0.07% +7K +6.7% $70.84 -12.0%
69 IEF ISHARES TR 81,092.0 $7.7M 0.07% +12K +17.9% $95.44 -2.0%
70 KGC KINROSS GOLD CORP Basic Materials 227,105.0 $6.9M 0.06% -9K -3.7% $30.52 +1.2%
71 SHYM BLACKROCK ETF TRUST II 303,178.0 $6.7M 0.06% +28K +10.1% $22.02 +0.2%
72 META META PLATFORMS INC Communication Services 11,636.0 $6.7M 0.06% +248.0 +2.2% $572.14 +8.1%
73 TSLA TESLA INC Consumer Cyclical 17,510.0 $6.5M 0.06% $371.75 +19.2%
74 MU MICRON TECHNOLOGY INC Technology 16,911.0 $5.7M 0.05% -190.0 -1.1% $337.85 +129.7%
75 NEM NEWMONT CORP Basic Materials 51,252.0 $5.5M 0.05% $108.25 +7.5%
76 IBIT ISHARES BITCOIN TRUST ETF Financial Services 134,666.0 $5.2M 0.04% NEW $38.42 +16.7%
77 ABBV ABBVIE INC Healthcare 21,265.0 $4.6M 0.04% -952.0 -4.3% $217.49 -3.3%
78 MA MASTERCARD INCORPORATED Financial Services 9,223.0 $4.6M 0.04% -702.0 -7.1% $499.66 -1.9%
79 AZN ASTRAZENECA PLC Healthcare 22,694.0 $4.5M 0.04% NEW $197.22 -7.9%
80 USFD US FOODS HLDG CORP Consumer Defensive 47,068.0 $4.3M 0.04% -1K -2.7% $92.21 -8.9%
81 TAFM AB ACTIVE ETFS INC 170,335.0 $4.3M 0.04% -5K -2.8% $25.30 -0.2%
82 PM PHILIP MORRIS INTL INC Consumer Defensive 25,671.0 $4.2M 0.04% +2K +6.5% $165.34 +16.0%
83 SYSB ISHARES TR 47,082.0 $4.2M 0.04% NEW $89.00 -1.4%
84 COR CENCORA INC Healthcare 13,338.0 $4.2M 0.04% -403.0 -2.9% $314.15 -16.9%
85 MDY APPLIED MATLS INC Financial Services 12,037.0 $4.1M 0.04% +150.0 +1.3% $341.79 +92.9%
86 ASML ASML HOLDING N V Technology 3,072.0 $4.1M 0.04% +278.0 +9.9% $1320.67 +13.7%
87 MCK MCKESSON CORP Healthcare 4,679.0 $4.0M 0.04% -107.0 -2.2% $865.37 -13.7%
88 EUSA ISHARES INC 39,264.0 $4.0M 0.04% +20K +103.3% $101.77 +6.4%
89 MPC MARATHON PETE CORP Energy 16,329.0 $4.0M 0.04% -2K -8.6% $244.19 +1.9%
90 VTI VANGUARD INDEX FDS 12,344.0 $4.0M 0.04% -5K -28.6% $320.81 +13.1%
91 V VISA INC Financial Services 12,824.0 $3.9M 0.03% -246.0 -1.9% $302.24 +6.7%
92 CRH CRH PLC Basic Materials 33,993.0 $3.6M 0.03% -2K -6.6% $105.12 +2.4%
93 UBER UBER TECHNOLOGIES INC Technology 45,545.0 $3.3M 0.03% -8K -15.2% $71.93 +3.8%
94 VWO VANGUARD INTL EQUITY INDEX F 60,246.0 $3.3M 0.03% +870.0 +1.5% $54.05 +8.1%
95 WFC WELLS FARGO & CO Financial Services 38,519.0 $3.1M 0.03% -204.0 -0.5% $79.61 -7.3%
96 AXP AMERICAN EXPRESS CO Financial Services 10,014.0 $3.0M 0.03% -594.0 -5.6% $302.48 +3.6%
97 ORCL ORACLE CORP Technology 20,331.0 $3.0M 0.03% -3K -12.8% $147.11 +33.0%
98 CVE CENOVUS ENERGY INC Energy 109,353.0 $2.9M 0.03% +2K +2.1% $26.53 +13.6%
99 GD GENERAL DYNAMICS CORP Industrials 8,419.0 $2.9M 0.03% -142.0 -1.7% $343.24 -0.8%
100 MS MORGAN STANLEY Financial Services 17,557.0 $2.9M 0.03% $164.57 +18.2%
101 FLEX FLEX LTD Technology 43,610.0 $2.9M 0.03% -1K -2.2% $65.46 +119.4%
102 LLY ELI LILLY & CO Healthcare 3,016.0 $2.8M 0.02% -88.0 -2.8% $919.85 +9.4%
103 URI UNITED RENTALS INC Industrials 3,728.0 $2.7M 0.02% +804.0 +27.5% $728.60 +33.5%
104 FE FIRSTENERGY CORP Utilities 53,525.0 $2.7M 0.02% -1K -2.0% $50.66 -12.2%
105 SHEL SHELL PLC Energy 28,334.0 $2.6M 0.02% -1K -4.3% $93.00 -9.1%
106 KLAC KLA CORP Technology 1,784.0 $2.6M 0.02% -16.0 -0.9% $1472.04 +28.6%
107 HON HONEYWELL INTL INC Industrials 11,360.0 $2.6M 0.02% +111.0 +1.0% $226.03 -3.7%
108 DELL DELL TECHNOLOGIES INC Technology 15,474.0 $2.5M 0.02% -906.0 -5.5% $164.13 +51.0%
109 LHX L3HARRIS TECHNOLOGIES INC Industrials 7,278.0 $2.5M 0.02% $345.13 -10.9%
110 GS GOLDMAN SACHS GROUP INC Financial Services 2,926.0 $2.5M 0.02% -64.0 -2.1% $846.00 +14.5%
111 LPLA LPL FINL HLDGS INC Financial Services 8,148.0 $2.5M 0.02% -1K -14.6% $300.81 -0.9%
112 HBANM HUNTINGTON BANCSHARES INC Financial Services 155,296.0 $2.4M 0.02% -19K -11.1% $15.65 +45.0%
113 PLTR PALANTIR TECHNOLOGIES INC Technology 16,551.0 $2.4M 0.02% +892.0 +5.7% $146.28 -8.6%
114 FANG DIAMONDBACK ENERGY INC Energy 11,883.0 $2.4M 0.02% +2K +26.6% $197.79 +1.3%
115 COP CONOCOPHILLIPS Energy 17,227.0 $2.3M 0.02% +661.0 +4.0% $132.00 -9.9%
116 KO COCA COLA CO Consumer Defensive 29,711.0 $2.3M 0.02% -872.0 -2.9% $76.05 +5.8%
117 COF CAPITAL ONE FINL CORP Financial Services 12,381.0 $2.3M 0.02% -1K -7.7% $182.43 +1.8%
118 NFLX NETFLIX INC Communication Services 23,426.0 $2.3M 0.02% -2K -9.4% $96.15 -9.6%
119 VLUE ISHARES TR 15,698.0 $2.2M 0.02% NEW $142.19 +26.4%
120 WAB WABTEC Industrials 8,908.0 $2.2M 0.02% $249.91 +7.8%
121 AZO AUTOZONE INC Consumer Cyclical 659.0 $2.2M 0.02% -94.0 -12.5% $3375.22 -1.6%
122 PPL PPL CORP Utilities 57,819.0 $2.2M 0.02% -4K -6.0% $38.20 -6.3%
123 CNP CENTERPOINT ENERGY INC Utilities 50,961.0 $2.2M 0.02% -344.0 -0.7% $43.16 -1.4%
124 KEYS KEYSIGHT TECHNOLOGIES INC Technology 7,591.0 $2.1M 0.02% +846.0 +12.5% $282.37 +28.0%
125 AMD ADVANCED MICRO DEVICES INC Technology 10,328.0 $2.1M 0.02% +220.0 +2.2% $203.43 +108.5%
126 FDX FEDEX CORP Industrials 5,662.0 $2.0M 0.02% +979.0 +20.9% $356.16 +6.7%
127 DGX QUEST DIAGNOSTICS INC Healthcare 10,075.0 $2.0M 0.02% -84.0 -0.8% $195.98 -4.1%
128 TTE TOTALENERGIES SE Energy 21,652.0 $2.0M 0.02% -5K -18.8% $90.98 +0.5%
129 SAN BANCO SANTANDER SA Financial Services 169,323.0 $1.9M 0.02% -10K -5.4% $11.28 +5.0%
130 ETR ENTERGY CORP NEW Utilities 16,576.0 $1.9M 0.02% +383.0 +2.4% $112.36 +0.5%
131 SCHW SCHWAB CHARLES CORP Financial Services 19,755.0 $1.9M 0.02% -308.0 -1.5% $93.98 -4.8%
132 NVS NOVARTIS AG Healthcare 12,115.0 $1.9M 0.02% -94.0 -0.8% $152.75 -2.0%
133 IGEB ISHARES TR 40,593.0 $1.8M 0.02% -47K -53.9% $45.06 -0.8%
134 HBC2 HSBC HLDGS PLC 21,825.0 $1.8M 0.02% -1K -6.2% $82.49
135 CNQ CANADIAN NAT RES LTD MED TER Energy 36,376.0 $1.8M 0.01% +2K +5.9% $48.73 -2.4%
136 CHRW C H ROBINSON WORLDWIDE INC Industrials 10,622.0 $1.8M 0.01% $166.08 -1.5%
137 NSC NORFOLK SOUTHN CORP Industrials 5,785.0 $1.7M 0.01% -1K -15.6% $286.99 +10.7%
138 SHOP SHOPIFY INC Technology 13,777.0 $1.6M 0.01% -2K -14.6% $118.62 -17.9%
139 J JACOBS SOLUTIONS INC Industrials 12,793.0 $1.6M 0.01% +742.0 +6.2% $127.28 -11.4%
140 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 23,147.0 $1.6M 0.01% -2K -8.0% $69.37 +16.4%
141 ODFL OLD DOMINION FREIGHT LINE IN Industrials 8,067.0 $1.6M 0.01% +3K +65.2% $195.40 +1.7%
142 SLB SLB LIMITED Energy 29,896.0 $1.5M 0.01% +930.0 +3.2% $51.39 +8.5%
143 IGSB ISHARES TR 28,812.0 $1.5M 0.01% -1.2M -97.6% $52.56 -0.6%
144 APH AMPHENOL CORP NEW Technology 11,823.0 $1.5M 0.01% $126.35 -1.1%
145 SYK STRYKER CORPORATION Healthcare 4,535.0 $1.5M 0.01% -676.0 -13.0% $328.60 -7.0%
146 COCA-COLA EUROPACIFIC PARTNE 15,970.0 $1.4M 0.01% -420.0 -2.6% $90.67
147 ABT ABBOTT LABS Healthcare 14,039.0 $1.4M 0.01% -16K -53.2% $102.67 -17.7%
148 E ENI S P A Energy 25,029.0 $1.4M 0.01% -1K -5.1% $56.61 -2.3%
149 VGSH VANGUARD SCOTTSDALE FDS 23,949.0 $1.4M 0.01% -12K -34.2% $58.54 -0.6%
150 HD HOME DEPOT INC Consumer Cyclical 4,231.0 $1.4M 0.01% -987.0 -18.9% $328.92 -7.5%
151 TMUS T-MOBILE US INC Communication Services 6,437.0 $1.4M 0.01% +140.0 +2.2% $210.03 -10.4%
152 NXPI NXP SEMICONDUCTORS N V Technology 6,735.0 $1.3M 0.01% +525.0 +8.4% $196.85 +49.4%
153 TRMB TRIMBLE INC Technology 19,978.0 $1.3M 0.01% +11K +112.1% $65.23 -14.5%
154 CASY CASEYS GEN STORES INC Consumer Cyclical 1,778.0 $1.3M 0.01% -41.0 -2.2% $727.69 +17.2%
155 AON AON PLC Financial Services 3,984.0 $1.3M 0.01% +148.0 +3.9% $322.79 -1.7%
156 JEPI J P MORGAN EXCHANGE TRADED F 22,584.0 $1.3M 0.01% NEW $56.68 -1.4%
157 BMTA BRITISH AMERN TOB PLC 21,750.0 $1.3M 0.01% -441.0 -2.0% $58.47
158 MSCI MSCI INC Financial Services 2,357.0 $1.3M 0.01% +31.0 +1.3% $539.02 +5.7%
159 WM WASTE MGMT INC DEL Industrials 5,512.0 $1.3M 0.01% +102.0 +1.9% $229.78 -4.8%
160 MRK MERCK & CO INC Healthcare 10,527.0 $1.3M 0.01% -2K -14.3% $120.29 -5.7%
161 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 7,968.0 $1.3M 0.01% +2K +25.8% $157.28 -1.0%
162 UAL UNITED AIRLS HLDGS INC Industrials 13,499.0 $1.2M 0.01% +93.0 +0.7% $92.07 +4.3%
163 LRCX LAM RESEARCH CORP Technology 5,732.0 $1.2M 0.01% +192.0 +3.5% $213.64 +40.0%
164 HUBB HUBBELL INC Industrials 2,442.0 $1.2M 0.01% +388.0 +18.9% $490.77 -1.8%
165 LYG LLOYDS BANKING GROUP PLC Financial Services 233,855.0 $1.2M 0.01% -20K -7.7% $5.03 +2.6%
166 MRVL MARVELL TECHNOLOGY INC Technology 11,876.0 $1.2M 0.01% +8K +186.0% $99.05 +84.3%
167 VRT VERTIV HOLDINGS CO Industrials 4,686.0 $1.2M 0.01% -338.0 -6.7% $250.59 +50.1%
168 CPAY CORPAY INC Technology 4,026.0 $1.2M 0.01% +543.0 +15.6% $290.99 +13.1%
169 BP BP PLC Energy 24,859.0 $1.2M 0.01% -1K -5.0% $47.00 -5.6%
170 LDOS LEIDOS HOLDINGS INC Technology 7,464.0 $1.2M 0.01% -139.0 -1.8% $155.52 -19.3%
171 BKNG BOOKING HOLDINGS INC Consumer Cyclical 6,760.0 $1.1M 0.01% +6K +1426.0% $168.42 -8.5%
172 APP APPLOVIN CORP Technology 2,815.0 $1.1M 0.01% +341.0 +13.8% $398.00 +25.9%
173 USHY ISHARES TR 29,918.0 $1.1M 0.01% -205K -87.3% $36.84 -0.1%
174 JNJ JOHNSON & JOHNSON Healthcare 4,454.0 $1.1M 0.01% -111.0 -2.4% $244.44 -5.6%
175 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 49,619.0 $1.1M 0.01% -1K -2.7% $21.66 +1.1%
176 ISRG INTUITIVE SURGICAL INC Healthcare 2,312.0 $1.1M 0.01% +2K +328.9% $460.99 -7.1%
177 IONS IONIS PHARMACEUTICALS INC Healthcare 14,080.0 $1.1M 0.01% +90.0 +0.6% $75.09 +3.3%
178 SYY SYSCO CORP Consumer Defensive 14,620.0 $1.0M 0.01% $71.33 +2.4%
179 AN AUTONATION INC Consumer Cyclical 5,292.0 $1.0M 0.01% -2K -23.1% $195.26 -5.7%
180 BHP BHP GROUP LTD Basic Materials 14,199.0 $1.0M 0.01% -215.0 -1.5% $72.74 +16.0%
181 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 60,029.0 $1.0M 0.01% -3K -4.1% $16.97 +8.9%
182 HSY HERSHEY CO Consumer Defensive 4,854.0 $1.0M 0.01% -159.0 -3.2% $207.87 -8.4%
183 NOW SERVICENOW INC Technology 9,080.0 $949K 0.01% -255.0 -2.7% $104.55 -13.4%
184 IGRO ISHARES TR 10,758.0 $901K 0.01% NEW $83.77 +4.1%
185 ALLE ALLEGION PLC Industrials 6,164.0 $896K 0.01% -140.0 -2.2% $145.29 -13.5%
186 ROST ROSS STORES INC Consumer Cyclical 4,134.0 $895K 0.01% -69.0 -1.6% $216.61 -1.5%
187 ANET ARISTA NETWORKS INC Technology 7,152.0 $878K 0.01% -90.0 -1.2% $122.78 +15.6%
188 CMI CUMMINS INC Industrials 1,594.0 $857K 0.01% +213.0 +15.4% $537.89 +33.2%
189 ALL ALLSTATE CORP Financial Services 4,063.0 $842K 0.01% -6K -58.7% $207.35 +4.8%
190 EMB ISHARES TR 8,770.0 $824K 0.01% -323K -97.3% $93.93 +0.8%
191 MDT MEDTRONIC PLC Healthcare 9,451.0 $819K 0.01% -4K -27.7% $86.65 -11.2%
192 ING ING GROEP N V Financial Services 31,088.0 $810K 0.01% -518.0 -1.6% $26.05 +15.4%
193 IX ORIX CORP Financial Services 26,817.0 $804K 0.01% $29.99 +23.3%
194 JEPQ J P MORGAN EXCHANGE TRADED F 14,393.0 $799K 0.01% NEW $55.52 +7.7%
195 NET CLOUDFLARE INC Technology 3,805.0 $785K 0.01% +626.0 +19.7% $206.34 -3.2%
196 TS TENARIS S A Energy 13,232.0 $770K 0.01% -2K -10.9% $58.18 +8.0%
197 GILD GILEAD SCIENCES INC Healthcare 5,488.0 $765K 0.01% +1K +28.2% $139.38 -5.3%
198 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 14,098.0 $733K 0.01% -568.0 -3.9% $51.98 +22.7%
199 VST VISTRA CORP Utilities 4,801.0 $722K 0.01% +2K +94.0% $150.33 -5.6%
200 MSTR STRATEGY INC Technology 5,783.0 $722K 0.01% NEW $124.80 +49.8%
201 GEV GE VERNOVA INC Utilities 811.0 $708K 0.01% +271.0 +50.2% $873.01 +24.9%
202 GSK GSK PLC Healthcare 12,815.0 $707K 0.01% -208.0 -1.6% $55.19 -7.7%
203 IWB ISHARES TR 1,981.0 $706K 0.01% -546.0 -21.6% $356.53 +12.9%
204 WDS WOODSIDE ENERGY GROUP LTD Energy 29,538.0 $705K 0.01% +371.0 +1.3% $23.88 -6.5%
205 DIS DISNEY WALT CO Communication Services 7,192.0 $693K 0.01% -1K -17.1% $96.38 +9.4%
206 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,961.0 $684K 0.01% -163.0 -5.2% $230.91 -6.0%
207 HLN HALEON PLC Healthcare 67,377.0 $674K 0.01% -16K -18.9% $10.01 -11.0%
208 BCS BARCLAYS PLC Financial Services 31,530.0 $667K 0.01% -226.0 -0.7% $21.16 +6.5%
209 MCD MCDONALDS CORP Consumer Cyclical 2,119.0 $658K 0.01% -355.0 -14.3% $310.74 -11.5%
210 RS RELIANCE INC Basic Materials 2,140.0 $650K 0.01% +425.0 +24.8% $303.87 +21.1%
211 BIDD BLACKROCK ETF TRUST 22,595.0 $642K 0.01% NEW $28.43 +8.6%
212 GE GE AEROSPACE Industrials 2,248.0 $638K 0.01% +85.0 +3.9% $283.82 +2.7%
213 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 7,336.0 $628K 0.01% +42.0 +0.6% $85.66 +13.0%
214 ABNB AIRBNB INC Consumer Cyclical 4,964.0 $627K 0.01% +386.0 +8.4% $126.28 +5.2%
215 EQNR EQUINOR ASA Energy 14,763.0 $623K 0.01% +405.0 +2.8% $42.20 -8.7%
216 XYZ BLOCK INC Technology 10,332.0 $622K 0.01% NEW $60.18 +18.9%
217 AMGN AMGEN INC Healthcare 1,752.0 $617K 0.01% +70.0 +4.2% $351.91 -7.3%
218 DXCM DEXCOM INC Healthcare 9,790.0 $615K 0.01% NEW $62.80 -7.9%
219 BALI BLACKROCK ETF TRUST 19,645.0 $605K 0.01% NEW $30.81 +8.9%
220 APTV APTIV PLC Consumer Cyclical 10,248.0 $603K 0.01% +2K +26.3% $58.82 -7.6%
221 SN SHARKNINJA INC Consumer Cyclical 5,660.0 $599K 0.01% -916.0 -13.9% $105.90 +0.8%
222 AJG GALLAGHER ARTHUR J & CO Financial Services 2,758.0 $597K 0.01% +358.0 +14.9% $216.57 -7.7%
223 SMH SELECT SECTOR SPDR TR 4,455.0 $592K 0.01% -5K -55.0% $132.90 +318.6%
224 COKE COCA COLA CONS INC Consumer Defensive 3,008.0 $577K 0.01% -324.0 -9.7% $191.74 -14.8%
225 FIX COMFORT SYS USA INC Industrials 405.0 $558K 0.01% -16.0 -3.8% $1378.20 +48.2%
226 NRG NRG ENERGY INC Utilities 3,746.0 $548K 0.01% +2K +75.6% $146.16 -7.8%
227 KKRT KKR & CO INC Financial Services 5,832.0 $539K 0.01% +4K +163.1% $92.50 -72.7%
228 MCHP MICROCHIP TECHNOLOGY INC Technology 8,318.0 $537K 0.01% +2K +30.4% $64.61 +50.2%
229 APLS APELLIS PHARMACEUTICALS INC Healthcare 13,321.0 $536K 0.01% +4K +44.4% $40.23 +2.0%
230 EMR EMERSON ELEC CO Industrials 4,051.0 $531K 0.01% -2K -32.6% $131.02 +5.2%
231 NEE NEXTERA ENERGY INC Utilities 5,650.0 $525K 0.01% -4K -39.8% $92.88 +3.0%
232 ARGX ARGENX SE Healthcare 669.0 $489K 0.00% -9.0 -1.3% $730.25 +9.5%
233 HYDB ISHARES TR 10,476.0 $487K 0.00% NEW $46.52 +0.0%
234 LYV LIVE NATION ENTERTAINMENT IN Communication Services 3,166.0 $483K 0.00% +460.0 +17.0% $152.51 +11.5%
235 BURL BURLINGTON STORES INC Consumer Cyclical 1,475.0 $480K 0.00% +249.0 +20.3% $325.38 -9.8%
236 COST COSTCO WHSL CORP NEW Consumer Defensive 480.0 $479K 0.00% +101.0 +26.6% $996.93 +4.4%
237 COIN COINBASE GLOBAL INC Financial Services 2,731.0 $477K 0.00% +1K +117.4% $174.61 +21.4%
238 TM TOYOTA MOTOR CORP Consumer Cyclical 2,303.0 $475K 0.00% +81.0 +3.6% $206.08 -7.6%
239 ACN ACCENTURE PLC IRELAND Technology 2,391.0 $474K 0.00% -830.0 -25.8% $198.26 -14.8%
240 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,049.0 $468K 0.00% +36.0 +3.5% $446.54 +0.9%
241 CRWD CROWDSTRIKE HLDGS INC Technology 1,197.0 $467K 0.00% -304.0 -20.2% $390.41 +48.5%
242 FUTU FUTU HLDGS LTD Financial Services 3,360.0 $460K 0.00% $136.76 +3.5%
243 ON HLDG AG 13,282.0 $452K 0.00% NEW $34.02
244 ADBE ADOBE SYSTEMS INCORPORATED Technology 1,826.0 $444K 0.00% -1K -43.1% $243.08 +1.9%
245 XPO XPO INC Industrials 2,274.0 $442K 0.00% NEW $194.55 +5.7%
246 CL COLGATE PALMOLIVE CO Consumer Defensive 5,169.0 $441K 0.00% -2K -24.3% $85.23 +3.4%
247 HLI HOULIHAN LOKEY INC Financial Services 3,031.0 $435K 0.00% -67.0 -2.2% $143.64 +5.1%
248 CAVA CAVA GROUP INC Consumer Cyclical 5,368.0 $434K 0.00% NEW $80.90 -5.0%
249 IQVIA HLDGS INC 2,508.0 $428K 0.00% +835.0 +49.9% $170.54
250 TXG 10X GENOMICS INC Healthcare 19,919.0 $423K 0.00% -5K -21.1% $21.23 +1.4%
251 APO APOLLO GLOBAL MGMT INC Financial Services 3,763.0 $419K 0.00% -1K -28.4% $111.43 +21.5%
252 UNH UNITEDHEALTH GROUP INC Healthcare 1,541.0 $417K 0.00% +217.0 +16.4% $270.60 +47.5%
253 NU HLDGS LTD 28,604.0 $411K 0.00% $14.37
254 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,234.0 $408K 0.00% +546.0 +79.4% $330.87 -13.3%
255 PWR QUANTA SVCS INC Industrials 727.0 $399K 0.00% +136.0 +23.0% $549.28 +42.0%
256 SHW SHERWIN WILLIAMS CO Basic Materials 1,242.0 $398K 0.00% -944.0 -43.2% $320.43 -3.5%
257 RIO RIO TINTO PLC Basic Materials 4,245.0 $396K 0.00% -148.0 -3.4% $93.29 +17.5%
258 STLD STEEL DYNAMICS INC Basic Materials 2,144.0 $386K 0.00% NEW $180.02 +30.4%
259 U UNITY SOFTWARE INC Technology 17,477.0 $383K 0.00% NEW $21.94 +24.3%
260 DDOG DATADOG INC Technology 3,248.0 $383K 0.00% +1K +71.7% $118.05 +71.8%
261 QCOM QUALCOMM INC Technology 2,971.0 $383K 0.00% -976.0 -24.7% $128.79 +55.4%
262 TPL TEXAS PACIFIC LAND CORPORATI Energy 802.0 $381K 0.00% NEW $474.56 -18.1%
263 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,383.0 $380K 0.00% NEW $275.11 -3.5%
264 BROS DUTCH BROS INC Consumer Cyclical 7,262.0 $368K 0.00% NEW $50.66 +0.7%
265 GRFS GRIFOLS S A Healthcare 45,661.0 $366K 0.00% -1K -2.3% $8.02 -2.9%
266 UL UNILEVER PLC Consumer Defensive 6,393.0 $364K 0.00% -2K -25.6% $56.97 +0.6%
267 NGG NATIONAL GRID PLC Utilities 4,302.0 $364K 0.00% +228.0 +5.6% $84.60 +3.3%
268 TRGP TARGA RES CORP Energy 1,436.0 $360K 0.00% +115.0 +8.7% $250.65 +6.7%
269 WMT WALMART INC Consumer Defensive 2,881.0 $358K 0.00% +221.0 +8.3% $124.26 +6.6%
270 MMM 3M CO Industrials 2,450.0 $356K 0.00% -373.0 -13.2% $145.26 -0.1%
271 TTD THE TRADE DESK INC Technology 15,669.0 $356K 0.00% NEW $22.69 -10.0%
272 RBLX ROBLOX CORP Technology 6,152.0 $348K 0.00% -5K -45.6% $56.56 -22.7%
273 CLOA BLACKROCK ETF TRUST II 6,702.0 $347K 0.00% NEW $51.83 +0.1%
274 MKSI MKS INC. Technology 1,510.0 $347K 0.00% -928.0 -38.1% $229.78 +36.6%
275 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 17,478.0 $345K 0.00% -534.0 -3.0% $19.75 +10.0%
276 VOD VODAFONE GROUP PLC NEW Communication Services 22,807.0 $343K 0.00% -2K -7.6% $15.02 +3.1%
277 RBRK RUBRIK INC Technology 6,871.0 $336K 0.00% NEW $48.97 +28.2%
278 VB VANGUARD INDEX FDS 1,272.0 $333K 0.00% -133.0 -9.5% $261.85 +7.6%
279 PSTG PURE STORAGE INC Technology 5,581.0 $330K 0.00% +3K +86.3% $59.04 +47.9%
280 NICE NICE LTD Technology 2,938.0 $324K 0.00% NEW $110.26 -20.2%
281 AU ANGLOGOLD ASHANTI PLC Basic Materials 3,319.0 $323K 0.00% +405.0 +13.9% $97.36 -5.2%
282 NWG NATWEST GROUP PLC Financial Services 21,166.0 $315K 0.00% -1K -4.8% $14.90 +1.5%
283 THC TENET HEALTHCARE CORP Healthcare 1,660.0 $313K 0.00% -366.0 -18.1% $188.71 +5.2%
284 IYJ ISHARES TR 2,088.0 $308K 0.00% +319.0 +18.0% $147.54 +5.0%
285 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 4,712.0 $307K 0.00% NEW $65.09 +22.1%
286 SNOW SNOWFLAKE INC Technology 2,019.0 $305K 0.00% +764.0 +60.9% $150.82 -0.0%
287 NMR NOMURA HLDGS INC Financial Services 38,510.0 $304K 0.00% +344.0 +0.9% $7.89 +2.4%
288 SRPT SAREPTA THERAPEUTICS INC Healthcare 13,805.0 $300K 0.00% +2K +12.4% $21.76 -14.2%
289 PHG KONINKLIJKE PHILIPS N V Healthcare 10,895.0 $299K 0.00% -1K -8.5% $27.40 -6.9%
290 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 4,096.0 $297K 0.00% +581.0 +16.5% $72.46 +18.4%
291 PUK PRUDENTIAL PLC Financial Services 10,374.0 $295K 0.00% +245.0 +2.4% $28.43 +10.7%
292 DIOD RAYTHEON TECHNOLOGIES CORP Technology 1,511.0 $291K 0.00% +127.0 +9.2% $192.91 -46.3%
293 VNQ BERKSHIRE HATHAWAY INC DEL 608.0 $291K 0.00% +151.0 +33.0% $479.20 -80.4%
294 FIDI FIDELITY COVINGTON TRUST 10,394.0 $287K 0.00% NEW $27.60 +1.7%
295 FAST FASTENAL CO Industrials 6,122.0 $284K 0.00% NEW $46.40 -5.2%
296 BLD TOPBUILD CORP Industrials 807.0 $283K 0.00% +196.0 +32.1% $351.30 +17.6%
297 UNP UNION PAC CORP Industrials 1,161.0 $282K 0.00% NEW $242.71 +11.0%
298 BX BLACKSTONE INC Financial Services 2,380.0 $274K 0.00% -665.0 -21.8% $114.98 +2.5%
299 FCX FREEPORT MCMORAN INC Basic Materials 4,585.0 $270K 0.00% NEW $58.78 +12.5%
300 CVNA CARVANA CO Consumer Cyclical 4,285.0 $269K 0.00% +4K +563.3% $62.88 +10.6%
301 TWLO TWILIO INC Communication Services 2,097.0 $264K 0.00% +638.0 +43.7% $125.82 +57.4%
302 XOM EXXON MOBIL CORP Energy 1,505.0 $255K 0.00% NEW $169.70 -10.0%
303 PANW PALO ALTO NETWORKS INC Technology 1,581.0 $253K 0.00% -1K -47.2% $160.32 +48.6%
304 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 749.0 $253K 0.00% NEW $337.84 +23.6%
305 IGF ISHARES TR 3,741.0 $251K 0.00% -627.0 -14.3% $67.00 -1.4%
306 CAT CATERPILLAR INC Industrials 353.0 $250K 0.00% NEW $707.60 +25.5%
307 SOFI SOFI TECHNOLOGIES INC Financial Services 15,575.0 $247K 0.00% +1K +9.6% $15.88 +0.9%
308 IT GARTNER INC Technology 1,534.0 $243K 0.00% +69.0 +4.7% $158.34 -11.2%
309 RING ISHARES INC 3,072.0 $243K 0.00% NEW $78.98 -3.7%
310 RDDT REDDIT INC Communication Services 1,788.0 $241K 0.00% NEW $134.65 +16.1%
311 INSM INSMED INC Healthcare 1,422.0 $233K 0.00% NEW $163.52 -29.3%
312 ROP ROPER TECHNOLOGIES INC Industrials 651.0 $230K 0.00% NEW $353.70 -10.1%
313 LITE LUMENTUM HLDGS INC Technology 325.0 $228K 0.00% NEW $702.76 +42.6%
314 TOST TOAST INC Technology 8,423.0 $223K 0.00% NEW $26.51 -13.0%
315 BA BOEING CO Industrials 1,118.0 $223K 0.00% NEW $199.03 +10.8%
316 DOCS DOXIMITY INC Healthcare 9,504.0 $221K 0.00% NEW $23.30 -22.7%
317 LMT LOCKHEED MARTIN CORP Industrials 365.0 $220K 0.00% NEW $603.91 -13.8%
318 PEP PEPSICO INC Consumer Defensive 1,390.0 $216K 0.00% -92.0 -6.2% $155.31 -4.3%
319 SONY SONY GROUP CORP Technology 10,222.0 $212K 0.00% -37K -78.5% $20.70 +6.9%
320 STM STMICROELECTRONICS N V Technology 6,020.0 $208K 0.00% NEW $34.55 +86.3%
321 MBSF VALUED ADVISERS TR 8,000.0 $204K 0.00% NEW $25.51 +0.6%
322 RMD RESMED INC Healthcare 907.0 $204K 0.00% NEW $224.49 -9.8%
323 CRM SALESFORCE INC Technology 1,091.0 $204K 0.00% NEW $186.60 -10.2%
324 VOO ASTERA LABS INC 1,857.0 $204K 0.00% NEW $109.60 +519.9%
325 SNN SMITH & NEPHEW PLC Healthcare 6,335.0 $201K 0.00% $31.78 -6.5%
326 MFG MIZUHO FINANCIAL GROUP INC Financial Services 25,349.0 $201K 0.00% $7.94 +11.6%
327 RCKT ROCKET LAB CORP Healthcare 3,127.0 $201K 0.00% NEW $64.22 -94.7%
328 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 10,533.0 $195K 0.00% NEW $18.52 -10.2%
329 LYFT LYFT INC Technology 13,079.0 $174K 0.00% NEW $13.30 -1.9%
330 AEG AEGON LTD Financial Services 20,846.0 $151K 0.00% +7K +47.4% $7.26 +15.6%
331 UWMC UWM HOLDINGS CORPORATION Financial Services 22,458.0 $81K 0.00% -5K -17.6% $3.62 -16.3%

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 38.7%
Technology 22.7%
Healthcare 7.2%
Communication Services 6.6%
Consumer Cyclical 5.8%
Industrials 5.8%
Energy 4.4%
Basic Materials 3.6%
Consumer Defensive 3.1%
Utilities 2.1%