Insight Advisors, LLC/ PA
· CIK 0001844880
14 New
69 Added
99 Reduced
54 Exited
| # | Ticker | Company | Sector | Shares | Value | % Port | Chg Shares | Chg % |
|---|---|---|---|---|---|---|---|---|
| 1 | ATTR | EA SERIES TRUST | — | 980,142 | $89.1M | 16.95% | +34K | +3.6% |
| 2 | CAOS | EA SERIES TRUST | — | 900,432 | $81.7M | 15.55% | -24K | -2.6% |
| 3 | BOXX | EA SERIES TRUST | — | 337,673 | $39.3M | 7.47% | +20K | +6.3% |
| 4 | LRGF | STATE STR SPDR S&P 500 ETF T | — | 33,739 | $21.9M | 4.18% | -359 | -1.1% |
| 5 | NVDA | NVIDIA CORPORATION | Technology | 123,437 | $21.5M | 4.10% | -5K | -3.9% |
| 6 | AAPL | APPLE INC | Technology | 76,241 | $19.3M | 3.68% | -6K | -6.8% |
| 7 | AVGO | BROADCOM INC | Technology | 34,238 | $10.6M | 2.02% | -496 | -1.4% |
| 8 | AMZN | AMAZON COM INC | Consumer Cyclical | 43,563 | $9.1M | 1.73% | -3K | -6.5% |
| 9 | GOOGL | ALPHABET INC | Communication Services | 25,959 | $7.5M | 1.42% | +448 | +1.8% |
| 10 | QQQM | INVESCO QQQ TR | — | 11,509 | $6.6M | 1.26% | -1K | -8.0% |
| 11 | VOO | VANGUARD INDEX FDS | — | 11,106 | $6.6M | 1.26% | +274 | +2.5% |
| 12 | VUG | VANGUARD INDEX FDS | — | 14,072 | $6.1M | 1.17% | -263 | -1.8% |
| 13 | MSFT | MICROSOFT CORP | Technology | 16,201 | $6.0M | 1.14% | -2K | -8.7% |
| 14 | GOOGL | ALPHABET INC | Communication Services | 15,046 | $4.3M | 0.82% | -960 | -6.0% |
| 15 | GLD | SPDR GOLD TR | Financial Services | 10,015 | $4.3M | 0.82% | +136 | +1.4% |
| 16 | IVV | ISHARES TR | — | 6,549 | $4.3M | 0.81% | -650 | -9.0% |
| 17 | IGLD | FIRST TR EXCHANGE-TRADED FD | — | 167,358 | $4.3M | 0.81% | +5K | +3.0% |
| 18 | AMD | ADVANCED MICRO DEVICES INC | Technology | 19,337 | $3.9M | 0.75% | — | — |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | 7,977 | $3.8M | 0.73% | -165 | -2.0% |
| 20 | VTV | VANGUARD INDEX FDS | — | 18,793 | $3.7M | 0.70% | -277 | -1.4% |
| 21 | HYTI | FIRST TR EXCHANGE-TRADED FD | — | 189,193 | $3.6M | 0.69% | -2K | -0.8% |
| 22 | VGT | VANGUARD WORLD FD | — | 5,116 | $3.6M | 0.68% | — | — |
| 23 | SPYM | SPDR SERIES TRUST | — | 44,722 | $3.4M | 0.65% | +3K | +7.2% |
| 24 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 3,366 | $3.4M | 0.64% | +117 | +3.6% |
| 25 | HECA | ETF OPPORTUNITIES TRUST | — | 110,976 | $3.2M | 0.61% | +82K | +283.5% |
| 26 | LQTI | FIRST TR EXCHANGE-TRADED FD | — | 135,888 | $2.7M | 0.51% | +32K | +31.0% |
| 27 | INTC | INTEL CORP | Technology | 56,979 | $2.5M | 0.48% | — | — |
| 28 | JNJ | JOHNSON & JOHNSON | Healthcare | 9,948 | $2.4M | 0.46% | -99 | -1.0% |
| 29 | MRK | MERCK & CO INC | Healthcare | 20,086 | $2.4M | 0.46% | -238 | -1.2% |
| 30 | DFII | FIRST TR EXCHANGE-TRADED FD | — | 181,464 | $2.4M | 0.46% | +47K | +35.0% |
| 31 | NFLX | NETFLIX INC. | Communication Services | 24,639 | $2.4M | 0.45% | +485 | +2.0% |
| 32 | SIGI | SELECTIVE INS GROUP INC | Financial Services | 29,805 | $2.2M | 0.43% | — | — |
| 33 | VBK | VANGUARD INDEX FDS | — | 7,351 | $2.2M | 0.42% | — | — |
| 34 | VOT | VANGUARD INDEX FDS | — | 8,080 | $2.1M | 0.40% | -300 | -3.6% |
| 35 | META | META PLATFORMS INC | Communication Services | 3,431 | $2.0M | 0.37% | +479 | +16.2% |
| 36 | WFC | WELLS FARGO & CO | Financial Services | 24,377 | $1.9M | 0.37% | — | — |
| 37 | FTSM | FIRST TR EXCHANGE-TRADED FD | — | 31,814 | $1.9M | 0.36% | -6K | -15.5% |
| 38 | TSLA | TESLA INC | Consumer Cyclical | 4,965 | $1.8M | 0.35% | -682 | -12.1% |
| 39 | WMT | WALMART INC | Consumer Defensive | 14,568 | $1.8M | 0.34% | — | — |
| 40 | VOE | VANGUARD INDEX FDS | — | 9,785 | $1.8M | 0.34% | -91 | -0.9% |
| 41 | SPIB | SPDR SERIES TRUST | — | 51,715 | $1.7M | 0.33% | +435 | +0.8% |
| 42 | JMST | J P MORGAN EXCHANGE TRADED F | — | 32,443 | $1.7M | 0.32% | -115K | -78.0% |
| 43 | PHYS/U | SPROTT ASSET MANAGEMENT LP | — | 45,514 | $1.6M | 0.31% | -3K | -6.9% |
| 44 | FSIG | FIRST TR EXCHANGE-TRADED FD | — | 85,001 | $1.6M | 0.31% | — | — |
| 45 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 10,993 | $1.6M | 0.31% | +541 | +5.2% |
| 46 | IVW | ISHARES TR | — | 13,744 | $1.6M | 0.30% | -77 | -0.6% |
| 47 | PANW | PALO ALTO NETWORKS INC | Technology | 9,673 | $1.6M | 0.29% | -253 | -2.5% |
| 48 | PAVE | GLOBAL X FDS | — | 30,081 | $1.5M | 0.29% | +412 | +1.4% |
| 49 | AGZ | ISHARES TR | — | 13,718 | $1.5M | 0.29% | +276 | +2.0% |
| 50 | — | PRICE T ROWE GROUP INC | — | 16,352 | $1.5M | 0.28% | NEW | — |
| 51 | JPM | JPMORGAN CHASE & CO | Financial Services | 4,935 | $1.5M | 0.28% | — | — |
| 52 | LLY | ELI LILLY & CO | Healthcare | 1,525 | $1.4M | 0.27% | — | — |
| 53 | YELP | YELP INC | Communication Services | 56,300 | $1.4M | 0.27% | NEW | — |
| 54 | ONEO | SPDR SERIES TRUST | — | 10,296 | $1.4M | 0.26% | — | — |
| 55 | IYE | EXXON MOBIL CORP | — | 8,058 | $1.4M | 0.26% | -1K | -14.7% |
| 56 | SPTM | SPDR SERIES TRUST | — | 16,711 | $1.3M | 0.25% | +143 | +0.9% |
| 57 | BX | BLACKSTONE INC | Financial Services | 11,465 | $1.3M | 0.25% | -3K | -22.8% |
| 58 | DGRO | ISHARES TR | — | 18,364 | $1.3M | 0.24% | -7K | -26.3% |
| 59 | RSP | INVESCO EXCHANGE TRADED FD T | — | 6,693 | $1.3M | 0.24% | +101 | +1.5% |
| 60 | VBR | VANGUARD INDEX FDS | — | 5,756 | $1.3M | 0.24% | -62 | -1.1% |
| 61 | FALN | ISHARES TR | — | 46,210 | $1.2M | 0.23% | +975 | +2.2% |
| 62 | SPYD | SPDR SERIES TRUST | — | 27,113 | $1.2M | 0.23% | -1K | -4.2% |
| 63 | MGK | VANGUARD WORLD FD | — | 3,324 | $1.2M | 0.23% | +24 | +0.7% |
| 64 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 8,261 | $1.2M | 0.23% | +129 | +1.6% |
| 65 | IBND | SPDR SERIES TRUST | — | 38,210 | $1.2M | 0.23% | +1K | +3.3% |
| 66 | SMLV | SPDR SERIES TRUST | — | 8,645 | $1.2M | 0.23% | — | — |
| 67 | VEU | VANGUARD INTL EQUITY INDEX F | — | 15,303 | $1.1M | 0.22% | +2K | +15.4% |
| 68 | IWF | ISHARES TR | — | 2,642 | $1.1M | 0.21% | — | — |
| 69 | QTUM | ETF SER SOLUTIONS | — | 10,341 | $1.1M | 0.21% | +250 | +2.5% |
| 70 | IWM | ISHARES TR | — | 4,455 | $1.1M | 0.21% | +389 | +9.6% |
| 71 | RTX | RTX CORPORATION | Industrials | 5,724 | $1.1M | 0.21% | -79 | -1.4% |
| 72 | SPTI | SPDR SERIES TRUST | — | 38,051 | $1.1M | 0.21% | +860 | +2.3% |
| 73 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 42,579 | $1.1M | 0.21% | +435 | +1.0% |
| 74 | VIG | VANGUARD SPECIALIZED FUNDS | — | 5,041 | $1.1M | 0.21% | -3K | -34.4% |
| 75 | HD | HOME DEPOT INC | Consumer Cyclical | 3,267 | $1.1M | 0.20% | — | — |
| 76 | BAC | BANK AMERICA CORP | Financial Services | 21,873 | $1.1M | 0.20% | — | — |
| 77 | BBIN | J P MORGAN EXCHANGE TRADED F | — | 14,497 | $1.1M | 0.20% | — | — |
| 78 | HGRO | ETF OPPORTUNITIES TRUST | — | 37,754 | $1.1M | 0.20% | +9K | +32.1% |
| 79 | AGGY | WISDOMTREE TR | — | 23,508 | $1.0M | 0.19% | -181K | -88.5% |
| 80 | SMH | VANECK ETF TRUST | — | 2,459 | $943K | 0.18% | +81 | +3.4% |
| 81 | SLV | ISHARES SILVER TR | Financial Services | 13,716 | $935K | 0.18% | -3K | -19.0% |
| 82 | AXP | AMERICAN EXPRESS CO | Financial Services | 3,083 | $933K | 0.18% | -3K | -44.9% |
| 83 | CEG | CONSTELLATION ENERGY CORP | Utilities | 3,304 | $923K | 0.18% | — | — |
| 84 | IJR | ISHARES TR | — | 7,409 | $921K | 0.17% | -504 | -6.4% |
| 85 | CAT | CATERPILLAR INC | Industrials | 1,291 | $914K | 0.17% | -19 | -1.4% |
| 86 | SCHD | SCHWAB STRATEGIC TR | — | 29,467 | $904K | 0.17% | -180K | -85.9% |
| 87 | AOA | ISHARES TR | — | 9,589 | $849K | 0.16% | — | — |
| 88 | MU | MICRON TECHNOLOGY INC | Technology | 2,489 | $841K | 0.16% | — | — |
| 89 | FV | FIRST TR EXCHANGE TRADED FD | — | 13,868 | $838K | 0.16% | — | — |
| 90 | PEG | PUBLIC SVC ENTERPRISE GROUP | Utilities | 10,193 | $825K | 0.16% | -7K | -40.1% |
| 91 | FBND | FIDELITY MERRIMACK STR TR | — | 17,988 | $821K | 0.16% | +291 | +1.6% |
| 92 | VTI | VANGUARD INDEX FDS | — | 2,548 | $817K | 0.16% | +338 | +15.3% |
| 93 | SHAG | WISDOMTREE TR | — | 17,097 | $813K | 0.15% | +435 | +2.6% |
| 94 | PCAR | PACCAR INC | Industrials | 6,864 | $793K | 0.15% | -92 | -1.3% |
| 95 | PDBC | INVESCO ACTVELY MNGD ETC FD | — | 43,444 | $752K | 0.14% | -1K | -3.2% |
| 96 | XLE | SELECT SECTOR SPDR TR | — | 12,272 | $752K | 0.14% | -192 | -1.5% |
| 97 | SPLB | SPDR SERIES TRUST | — | 33,597 | $747K | 0.14% | +2K | +6.7% |
| 98 | IJH | ISHARES TR | — | 10,807 | $730K | 0.14% | -53K | -83.1% |
| 99 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,199 | $725K | 0.14% | — | — |
| 100 | DE | DEERE & CO | Industrials | 1,274 | $718K | 0.14% | -19 | -1.5% |
| 101 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,285 | $710K | 0.14% | -202 | -8.1% |
| 102 | PFIG | INVESCO EXCH TRADED FD TR II | — | 29,542 | $710K | 0.14% | +619 | +2.1% |
| 103 | C | CITIGROUP INC | Financial Services | 6,175 | $700K | 0.13% | -121 | -1.9% |
| 104 | VYM | VANGUARD WHITEHALL FDS | — | 4,671 | $692K | 0.13% | -2K | -26.1% |
| 105 | XLY | SELECT SECTOR SPDR TR | — | 6,257 | $682K | 0.13% | +186 | +3.1% |
| 106 | XLK | SELECT SECTOR SPDR TR | — | 5,131 | $682K | 0.13% | +264 | +5.4% |
| 107 | SITE | SITEONE LANDSCAPE SUPPLY INC | Industrials | 5,045 | $672K | 0.13% | -52 | -1.0% |
| 108 | WT | WISDOMTREE TR | Financial Services | 7,603 | $668K | 0.13% | -167K | -95.6% |
| 109 | AMGN | AMGEN INC | Healthcare | 1,880 | $661K | 0.13% | — | — |
| 110 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 17,130 | $658K | 0.12% | +2K | +11.2% |
| 111 | IVE | ISHARES TR | — | 3,101 | $655K | 0.12% | -7K | -69.4% |
| 112 | USRT | ISHARES TR | — | 11,050 | $654K | 0.12% | +184 | +1.7% |
| 113 | FTHY | FIRST TR HIGH YIELD OPPRT 20 | Financial Services | 48,266 | $653K | 0.12% | -7K | -12.8% |
| 114 | RS | RELIANCE INC | Basic Materials | 2,116 | $643K | 0.12% | — | — |
| 115 | V | VISA INC | Financial Services | 2,102 | $635K | 0.12% | — | — |
| 116 | ETN | EATON CORP PLC | Industrials | 1,772 | $634K | 0.12% | +21 | +1.2% |
| 117 | SLYV | SPDR SERIES TRUST | — | 6,664 | $630K | 0.12% | +56 | +0.8% |
| 118 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1,850 | $625K | 0.12% | +120 | +6.9% |
| 119 | SPDW | SPDR INDEX SHS FDS | — | 13,597 | $621K | 0.12% | -137K | -91.0% |
| 120 | XLG | INVESCO EXCHANGE TRADED FD T | — | 11,348 | $619K | 0.12% | +398 | +3.6% |
| 121 | DES | WISDOMTREE TR | — | 17,129 | $616K | 0.12% | -146 | -0.8% |
| 122 | CWEN | CLEARWAY ENERGY INC | Utilities | 15,345 | $603K | 0.12% | -156 | -1.0% |
| 123 | VEA | VANGUARD TAX-MANAGED FDS | — | 9,298 | $596K | 0.11% | — | — |
| 124 | MDYV | SPDR SERIES TRUST | — | 6,943 | $591K | 0.11% | +60 | +0.9% |
| 125 | EFA | ISHARES TR | — | 6,029 | $586K | 0.11% | +2K | +42.4% |
| 126 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 691 | $585K | 0.11% | — | — |
| 127 | SCHG | SCHWAB STRATEGIC TR | — | 18,804 | $548K | 0.10% | -431 | -2.2% |
| 128 | AIRR | FIRST TR EXCHANGE TRADED FD | — | 4,897 | $543K | 0.10% | NEW | — |
| 129 | QHY | WISDOMTREE TR | — | 11,867 | $540K | 0.10% | -33K | -73.8% |
| 130 | ALB | ALBEMARLE CORP | Basic Materials | 2,997 | $538K | 0.10% | +306 | +11.4% |
| 131 | IWD | ISHARES TR | — | 2,504 | $535K | 0.10% | — | — |
| 132 | VB | VANGUARD INDEX FDS | — | 2,002 | $524K | 0.10% | +193 | +10.7% |
| 133 | XLI | SELECT SECTOR SPDR TR | — | 3,242 | $524K | 0.10% | +648 | +25.0% |
| 134 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,324 | $517K | 0.10% | +51 | +4.0% |
| 135 | BND | VANGUARD BD INDEX FDS | — | 7,019 | $517K | 0.10% | +2K | +46.3% |
| 136 | TJX | TJX COS INC NEW | Consumer Cyclical | 3,219 | $514K | 0.10% | -27 | -0.8% |
| 137 | ONEY | SPDR SERIES TRUST | — | 4,241 | $509K | 0.10% | -55 | -1.3% |
| 138 | ABBV | ABBVIE INC | Healthcare | 2,315 | $503K | 0.10% | +21 | +0.9% |
| 139 | LGLV | SPDR SERIES TRUST | — | 2,801 | $499K | 0.10% | — | — |
| 140 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 9,408 | $496K | 0.09% | — | — |
| 141 | PEP | PEPSICO INC | Consumer Defensive | 3,164 | $491K | 0.09% | -2K | -41.7% |
| 142 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 9,726 | $488K | 0.09% | -8K | -44.1% |
| 143 | FTHI | FIRST TR EXCHANGE TRADED FD | — | 20,257 | $465K | 0.09% | +187 | +0.9% |
| 144 | JEDI | ETF SER SOLUTIONS | — | 18,075 | $462K | 0.09% | NEW | — |
| 145 | SPMO | INVESCO EXCH TRADED FD TR II | — | 4,021 | $451K | 0.09% | -97 | -2.4% |
| 146 | EMB | ISHARES TR | — | 4,651 | $437K | 0.08% | +206 | +4.6% |
| 147 | QGRW | WISDOMTREE TR | — | 7,992 | $427K | 0.08% | -267K | -97.1% |
| 148 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 5,470 | $427K | 0.08% | +39 | +0.7% |
| 149 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,736 | $421K | 0.08% | -4K | -67.0% |
| 150 | QCOM | QUALCOMM INC | Technology | 3,258 | $420K | 0.08% | -117 | -3.5% |
| 151 | XLV | SELECT SECTOR SPDR TR | — | 2,858 | $419K | 0.08% | — | — |
| 152 | MA | MASTERCARD INCORPORATED | Financial Services | 836 | $417K | 0.08% | — | — |
| 153 | ELM | SERIES PORTFOLIOS TR | — | 15,265 | $414K | 0.08% | NEW | — |
| 154 | MUB | ISHARES TR | — | 3,850 | $409K | 0.08% | -26 | -0.7% |
| 155 | SPEM | SPDR INDEX SHS FDS | — | 8,690 | $408K | 0.08% | +45 | +0.5% |
| 156 | FXH | FIRST TR EXCHANGE-TRADED FD | — | 3,709 | $407K | 0.08% | — | — |
| 157 | GRID | FIRST TR EXCHANGE-TRADED FD | — | 2,463 | $403K | 0.08% | +256 | +11.6% |
| 158 | VGK | VANGUARD INTL EQUITY INDEX F | — | 4,881 | $402K | 0.08% | +880 | +22.0% |
| 159 | CSCO | CISCO SYS INC | Technology | 5,100 | $396K | 0.07% | — | — |
| 160 | CVX | CHEVRON CORPORATION | Energy | 1,858 | $384K | 0.07% | — | — |
| 161 | EXC | EXELON CORP | Utilities | 7,834 | $384K | 0.07% | — | — |
| 162 | EFAX | SPDR INDEX SHS FDS | — | 7,561 | $376K | 0.07% | +105 | +1.4% |
| 163 | UVSP | UNIVEST FINANCIAL CORPORATIO | Financial Services | 10,750 | $368K | 0.07% | -1K | -8.5% |
| 164 | UBER | UBER TECHNOLOGIES INC | Technology | 5,085 | $366K | 0.07% | -511 | -9.1% |
| 165 | GD | GENERAL DYNAMICS CORP | Industrials | 1,065 | $366K | 0.07% | -525 | -33.0% |
| 166 | IJK | ISHARES TR | — | 3,600 | $362K | 0.07% | — | — |
| 167 | IHDG | WISDOMTREE TR | — | 7,398 | $356K | 0.07% | -1K | -12.6% |
| 168 | ORCL | ORACLE CORP | Technology | 2,389 | $352K | 0.07% | -737 | -23.6% |
| 169 | NEM | NEWMONT CORP | Basic Materials | 3,191 | $345K | 0.07% | -18 | -0.6% |
| 170 | USAI | PACER FDS TR | — | 7,195 | $338K | 0.06% | — | — |
| 171 | MOG.B | MOOG INC | Industrials | 1,150 | $336K | 0.06% | — | — |
| 172 | CLX | CLOROX CO DEL | Consumer Defensive | 3,222 | $334K | 0.06% | +59 | +1.9% |
| 173 | LRCX | LAM RESEARCH CORP | Technology | 1,560 | $333K | 0.06% | -151 | -8.8% |
| 174 | DBC | INVESCO DB COMMDY INDX TRCK | Financial Services | 11,319 | $328K | 0.06% | — | — |
| 175 | APH | AMPHENOL CORP | Technology | 2,579 | $326K | 0.06% | -18 | -0.7% |
| 176 | DVY | ISHARES TR | — | 2,135 | $323K | 0.06% | +25 | +1.2% |
| 177 | AKRE | PROFESIONALLY MANAGED PORTFO | — | 6,066 | $321K | 0.06% | — | — |
| 178 | BLK | BLACKROCK INC | Financial Services | 333 | $320K | 0.06% | -23 | -6.5% |
| 179 | VHT | VANGUARD WORLD FD | — | 1,170 | $319K | 0.06% | — | — |
| 180 | SPAB | SPDR SERIES TRUST | — | 12,422 | $318K | 0.06% | — | — |
| 181 | NKE | NIKE INC | Consumer Cyclical | 5,972 | $315K | 0.06% | -92 | -1.5% |
| 182 | HON | HONEYWELL INTL INC | Industrials | 1,371 | $310K | 0.06% | -90 | -6.2% |
| 183 | DLS | WISDOMTREE TR | — | 3,801 | $310K | 0.06% | -290 | -7.1% |
| 184 | ECL | ECOLAB INC | Basic Materials | 1,161 | $309K | 0.06% | — | — |
| 185 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,856 | $307K | 0.06% | -577 | -23.7% |
| 186 | EES | WISDOMTREE TR | — | 5,146 | $299K | 0.06% | -49K | -90.5% |
| 187 | COR | CENCORA INC | Healthcare | 915 | $287K | 0.06% | +6 | +0.7% |
| 188 | HWM | HOWMET AEROSPACE INC | Industrials | 1,245 | $287K | 0.06% | — | — |
| 189 | IEFA | ISHARES TR | — | 3,152 | $285K | 0.05% | — | — |
| 190 | KO | COCA COLA CO | Consumer Defensive | 3,737 | $284K | 0.05% | -35 | -0.9% |
| 191 | FEX | FIRST TR EXCHANGE-TRADED ALP | — | 2,303 | $281K | 0.05% | — | — |
| 192 | FDNI | FIRST TR EXCHANGE-TRADED FD | — | 1,176 | $275K | 0.05% | -7 | -0.6% |
| 193 | ED | CONSOLIDATED EDISON INC | Utilities | 2,380 | $269K | 0.05% | -2K | -46.0% |
| 194 | MO | ALTRIA GROUP INC | Consumer Defensive | 4,058 | $268K | 0.05% | -240 | -5.6% |
| 195 | NEE | NEXTERA ENERGY INC | Utilities | 2,881 | $268K | 0.05% | -19 | -0.7% |
| 196 | GE | GE AEROSPACE | Industrials | 937 | $266K | 0.05% | -65 | -6.5% |
| 197 | GSY | INVESCO ACTIVELY MANAGED EXC | — | 5,235 | $262K | 0.05% | -616 | -10.5% |
| 198 | PTLC | PACER FDS TR | — | 5,001 | $262K | 0.05% | — | — |
| 199 | VWO | VANGUARD INTL EQUITY INDEX F | — | 4,844 | $262K | 0.05% | -110 | -2.2% |
| 200 | MCK | MCKESSON CORP | Healthcare | 302 | $261K | 0.05% | +8 | +2.7% |
| 201 | RH | RH | Consumer Cyclical | 1,864 | $261K | 0.05% | — | — |
| 202 | IJJ | ISHARES TR | — | 1,947 | $258K | 0.05% | — | — |
| 203 | XLU | SELECT SECTOR SPDR TR | — | 5,565 | $255K | 0.05% | — | — |
| 204 | AMAT | APPLIED MATLS INC | Technology | 742 | $253K | 0.05% | NEW | — |
| 205 | DSTL | ETF SER SOLUTIONS | — | 4,371 | $253K | 0.05% | +938 | +27.3% |
| 206 | WM | WASTE MGMT INC DEL | Industrials | 1,101 | $253K | 0.05% | — | — |
| 207 | — | AMERIPRISE FINL INC | — | 567 | $252K | 0.05% | -720 | -55.9% |
| 208 | LEMB | ISHARES INC | — | 6,119 | $250K | 0.05% | +49 | +0.8% |
| 209 | VRT | VERTIV HOLDINGS CO | Industrials | 994 | $249K | 0.05% | NEW | — |
| 210 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 2,682 | $249K | 0.05% | — | — |
| 211 | VPL | VANGUARD INTL EQUITY INDEX F | — | 2,502 | $245K | 0.05% | -65 | -2.5% |
| 212 | IPKW | INVESCO EXCH TRADED FD TR II | — | 4,340 | $244K | 0.05% | -227 | -5.0% |
| 213 | IDEV | ISHARES TR | — | 2,900 | $242K | 0.05% | -100 | -3.3% |
| 214 | NVO | NOVO-NORDISK A S | Healthcare | 6,594 | $242K | 0.05% | +421 | +6.8% |
| 215 | — | OREILLY AUTOMOTIVE INC | — | 2,625 | $242K | 0.05% | -150 | -5.4% |
| 216 | VOX | VANGUARD WORLD FD | — | 1,345 | $242K | 0.05% | — | — |
| 217 | ARKK | ARK ETF TR | — | 3,557 | $240K | 0.05% | +552 | +18.4% |
| 218 | IWP | ISHARES TR | — | 1,831 | $235K | 0.04% | -20 | -1.1% |
| 219 | ACN | ACCENTURE PLC IRELAND | Technology | 1,180 | $234K | 0.04% | -134 | -10.2% |
| 220 | ABT | ABBOTT LABORATORIES | Healthcare | 2,256 | $232K | 0.04% | — | — |
| 221 | USMV | ISHARES TR | — | 2,387 | $221K | 0.04% | -57 | -2.3% |
| 222 | DIS | DISNEY WALT CO | Communication Services | 2,268 | $219K | 0.04% | — | — |
| 223 | PFE | PFIZER INC | Healthcare | 7,786 | $219K | 0.04% | NEW | — |
| 224 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 630 | $217K | 0.04% | NEW | — |
| 225 | NBIS | NEBIUS GROUP N.V. | Communication Services | 2,041 | $212K | 0.04% | NEW | — |
| 226 | ITA* | ISHARES TR | — | 953 | $209K | 0.04% | -1K | -56.2% |
| 227 | LIN | LINDE PLC | Basic Materials | 417 | $207K | 0.04% | NEW | — |
| 228 | AGNC | AGNC INVT CORP | Real Estate | 20,164 | $202K | 0.04% | — | — |
| 229 | XAR | SPDR SERIES TRUST | — | 789 | $200K | 0.04% | NEW | — |
| 230 | ETHA | ISHARES ETHEREUM TR | Financial Services | 10,379 | $164K | 0.03% | +300 | +3.0% |
| 231 | TE | T1 ENERGY INC | Industrials | 37,000 | $162K | 0.03% | +6K | +21.3% |
| 232 | FSK | FS KKR CAP CORP | Financial Services | 15,740 | $160K | 0.03% | -9K | -36.4% |
| 233 | CODI | COMPASS DIVERSIFIED | Industrials | 16,575 | $130K | 0.03% | -541 | -3.2% |
| 234 | GAB | GABELLI EQUITY TR INC | Financial Services | 21,842 | $122K | 0.02% | — | — |
| 235 | FWRG | FIRST WATCH RESTAURANT GROUP | Consumer Cyclical | 11,450 | $120K | 0.02% | NEW | — |
| 236 | HIPS | GRANITESHARES ETF TR | — | 10,000 | $116K | 0.02% | — | — |
| 237 | REAL | THE REALREAL INC | Consumer Cyclical | 11,000 | $100K | 0.02% | — | — |
| 238 | XEXGX | EATON VANCE TAX-MANAGED GLOB | — | 11,500 | $100K | 0.02% | — | — |
| 239 | ETJ | EATON VANCE RISK-MANAGED DIV | Financial Services | 12,144 | $99K | 0.02% | +273 | +2.3% |
| 240 | ENVX | ENOVIX CORPORATION | Industrials | 16,378 | $85K | 0.02% | -5K | -22.5% |
| 241 | ACP | ABRDN INCOME CREDIT STRATEGI | Financial Services | 11,360 | $58K | 0.01% | — | — |
| 242 | INVZ | INNOVIZ TECHNOLOGIES LTD | Consumer Cyclical | 14,969 | $9K | 0.00% | -237 | -1.6% |
| 243 | GAB-R | GABELLI EQUITY TR INC | — | 21,850 | $153 | — | NEW | — |
Sector Allocation
Technology
46.1%
Financial Services
13.2%
Communication Services
11.8%
Consumer Cyclical
9.0%
Healthcare
5.5%
Industrials
5.5%
Consumer Defensive
5.1%
Utilities
2.1%
Basic Materials
1.3%
Energy
0.2%