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ANGELES WEALTH MANAGEMENT, LLC

· CIK 0001929170
13F Portfolio $1.8B AUM 524 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 MGK VANGUARD WORLD FD 571,184.0 $209.9M 11.42% -18K -3.1% $367.44 -75.9%
2 VT VANGUARD INTL EQUITY INDEX F 1,472,738.0 $203.7M 11.08% +44K +3.1% $138.32 +11.0%
3 VXUS VANGUARD STAR FDS 1,643,243.0 $126.7M 6.89% +250K +18.0% $77.11 +7.8%
4 SPYV SPDR SERIES TRUST 2,198,037.0 $124.4M 6.77% +125K +6.0% $56.58 +5.8%
5 VOO VANGUARD INDEX FDS 164,274.0 $98.2M 5.34% +2K +1.0% $597.55 +13.7%
6 MUB ISHARES TR 767,535.0 $81.5M 4.43% +65K +9.2% $106.15 -0.0%
7 SCHG SCHWAB STRATEGIC TR 2,359,736.0 $68.7M 3.74% +23K +1.0% $29.13 +17.6%
8 VGK VANGUARD INTL EQUITY INDEX F 780,382.0 $64.3M 3.50% +43K +5.8% $82.43 +4.1%
9 VTV VANGUARD INDEX FDS 248,466.0 $48.7M 2.65% -6K -2.2% $196.20 +5.3%
10 AAPL APPLE INC Technology 182,360.0 $46.3M 2.52% +15K +8.7% $253.79 +18.3%
11 SPY STATE STR SPDR S&P 500 ETF T Financial Services 55,248.0 $36.0M 1.96% $652.14 +13.3%
12 MSFT MICROSOFT CORP Technology 97,065.0 $35.9M 1.96% -1K -1.1% $370.17 +10.6%
13 GOOGL ALPHABET INC Communication Services 115,989.0 $33.3M 1.81% +19K +19.1% $287.24 +39.6%
14 NVDA NVIDIA CORPORATION Technology 169,540.0 $29.6M 1.61% +21K +13.8% $174.41 +35.2%
15 EWJ ISHARES INC 341,655.0 $28.8M 1.57% +15K +4.6% $84.44 +7.9%
16 SJNK SPDR SERIES TRUST 1,088,356.0 $27.2M 1.48% +71K +7.0% $24.98 -0.2%
17 URTH ISHARES INC 117,701.0 $21.2M 1.15% -5K -3.8% $180.02 +11.1%
18 AMZN AMAZON COM INC Consumer Cyclical 99,876.0 $20.8M 1.13% +20K +25.2% $208.27 +26.8%
19 VYM VANGUARD WHITEHALL FDS 123,124.0 $18.2M 0.99% $148.10 +5.2%
20 VTI VANGUARD INDEX FDS 52,105.0 $16.7M 0.91% -4K -7.5% $320.81 +13.1%
21 IXUS ISHARES TR 178,509.0 $15.5M 0.84% -4K -2.2% $86.64 +7.8%
22 AVGO BROADCOM INC Technology 42,884.0 $13.3M 0.72% +4K +9.2% $309.51 +37.4%
23 BRK/B BERKSHIRE HATHAWAY INC DEL 24,859.0 $11.9M 0.65% +2K +10.9% $479.20
24 VUG VANGUARD INDEX FDS 25,883.0 $11.3M 0.61% $436.79 -80.0%
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 10,785.0 $10.7M 0.58% +644.0 +6.3% $996.39 +4.5%
26 JPM JPMORGAN CHASE & CO Financial Services 35,718.0 $10.5M 0.57% +2K +5.2% $294.16 +2.0%
27 BKLN INVESCO EXCH TRADED FD TR II 445,052.0 $9.1M 0.49% +35K +8.6% $20.41 +1.0%
28 PFF ISHARES TR 285,545.0 $8.7M 0.47% +23K +8.8% $30.32 +3.0%
29 META META PLATFORMS INC Communication Services 14,468.0 $8.3M 0.45% +1K +11.3% $572.12 +8.1%
30 V VISA INC Financial Services 27,376.0 $8.3M 0.45% +2K +6.1% $302.24 +6.7%
31 SHY ISHARES TR 94,954.0 $7.8M 0.43% -15K -13.4% $82.57 -0.6%
32 IDV* ISHARES TR 182,000.0 $7.7M 0.42% $42.56
33 TLH ISHARES TR 70,782.0 $7.1M 0.39% +5K +8.2% $100.72 -2.9%
34 LLY ELI LILLY & CO Healthcare 7,458.0 $6.9M 0.37% +732.0 +10.9% $919.77 +9.5%
35 EFA ISHARES TR 69,683.0 $6.8M 0.37% $97.13 +4.7%
36 TSLA TESLA INC Consumer Cyclical 17,377.0 $6.5M 0.35% +6K +50.3% $371.75 +19.2%
37 VEA VANGUARD TAX-MANAGED FDS 85,156.0 $5.5M 0.30% +4K +4.8% $64.08 +7.8%
38 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 15,942.0 $5.4M 0.29% -578.0 -3.5% $338.86 +23.3%
39 XOM EXXON MOBIL CORP Energy 31,530.0 $5.3M 0.29% +3K +9.6% $169.66 -9.9%
40 JNJ JOHNSON & JOHNSON Healthcare 20,301.0 $5.0M 0.27% +1K +6.9% $244.44 -5.6%
41 MRK MERCK & CO INC Healthcare 37,583.0 $4.6M 0.25% +3K +9.1% $121.14 -6.4%
42 ABBV ABBVIE INC Healthcare 20,775.0 $4.5M 0.25% +412.0 +2.0% $217.49 -3.3%
43 MA MASTERCARD INCORPORATED Financial Services 8,718.0 $4.4M 0.24% +866.0 +11.0% $499.66 -1.9%
44 PAA PLAINS ALL AMERN PIPELINE L Energy 192,807.0 $4.3M 0.23% NEW $22.33 +0.7%
45 HD HOME DEPOT INC Consumer Cyclical 12,866.0 $4.2M 0.23% -687.0 -5.1% $328.89 -7.5%
46 VYMI VANGUARD WHITEHALL FDS 44,000.0 $4.1M 0.23% $94.24 +4.3%
47 WFC WELLS FARGO & CO Financial Services 50,683.0 $4.0M 0.22% +2K +4.4% $79.61 -7.3%
48 GQ9 SPDR GOLD TR 9,320.0 $4.0M 0.22% +7K +326.9% $430.27
49 SHW SHERWIN WILLIAMS CO Basic Materials 12,152.0 $3.9M 0.21% $320.55 -3.5%
50 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 30,321.0 $3.8M 0.21% +219.0 +0.7% $125.46 +5.7%
51 GE GE AEROSPACE Industrials 13,209.0 $3.8M 0.20% +1K +12.7% $284.25 +2.6%
52 PWR QUANTA SVCS INC Industrials 6,812.0 $3.7M 0.20% -79.0 -1.1% $549.02 +42.1%
53 VWO VANGUARD INTL EQUITY INDEX F 68,488.0 $3.7M 0.20% $54.05 +8.1%
54 BRK/A BERKSHIRE HATHAWAY INC DEL 5.0 $3.6M 0.20% $718140.00
55 CVX CHEVRON CORPORATION Energy 15,785.0 $3.3M 0.18% +3K +20.6% $206.90 -9.8%
56 WMT WALMART INC Consumer Defensive 24,725.0 $3.1M 0.17% +3K +13.4% $124.51 +6.4%
57 PEP PEPSICO INC Consumer Defensive 19,367.0 $3.0M 0.16% +511.0 +2.7% $155.29 -4.3%
58 GEV GE VERNOVA INC Utilities 3,384.0 $3.0M 0.16% +236.0 +7.5% $873.40 +24.9%
59 NFLX NETFLIX INC. Communication Services 28,897.0 $2.8M 0.15% +2K +8.6% $96.15 -9.6%
60 CIT CINTAS CORP 16,402.0 $2.8M 0.15% +249.0 +1.5% $169.14
61 IWF ISHARES TR 6,487.0 $2.8M 0.15% -575.0 -8.1% $426.37 -70.8%
62 SCHB SCHWAB STRATEGIC TR 108,801.0 $2.7M 0.15% $25.10 +13.2%
63 RTX RTX CORPORATION Industrials 13,777.0 $2.7M 0.14% +1K +8.6% $192.90 -8.9%
64 MU MICRON TECHNOLOGY INC Technology 7,346.0 $2.5M 0.14% +885.0 +13.7% $337.98 +129.6%
65 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,914.0 $2.4M 0.13% +37.0 +0.8% $492.01 -8.9%
66 IVV ISHARES TR 3,646.0 $2.4M 0.13% -102.0 -2.7% $653.16 +13.7%
67 CL COLGATE PALMOLIVE CO Consumer Defensive 27,782.0 $2.4M 0.13% +2K +6.3% $85.23 +3.4%
68 CSCO CISCO SYS INC Technology 29,520.0 $2.3M 0.12% +3K +12.0% $77.59 +48.9%
69 TJX TJX COS INC NEW Consumer Cyclical 14,205.0 $2.3M 0.12% +685.0 +5.1% $159.70 -7.7%
70 MCD MCDONALDS CORP Consumer Cyclical 7,293.0 $2.3M 0.12% +323.0 +4.6% $310.77 -11.5%
71 BAC BANK AMERICA CORP Financial Services 45,844.0 $2.2M 0.12% +2K +4.3% $48.75 +2.1%
72 ISRG INTUITIVE SURGICAL INC Healthcare 4,763.0 $2.2M 0.12% +137.0 +3.0% $460.99 -7.1%
73 LRCX LAM RESEARCH CORP Technology 10,158.0 $2.2M 0.12% +2K +24.8% $213.86 +39.9%
74 SUB ISHARES TR 20,218.0 $2.2M 0.12% -18K -47.0% $106.50 -0.3%
75 UNP UNION PAC CORP Industrials 8,784.0 $2.1M 0.12% +255.0 +3.0% $242.62 +11.0%
76 WHR WHIRLPOOL CORP Consumer Cyclical 38,697.0 $2.1M 0.11% +26K +196.9% $53.92 -21.1%
77 FOXF FOX FACTORY HLDG CORP Consumer Cyclical 120,316.0 $2.0M 0.11% +26K +27.1% $16.46 -1.9%
78 FNDX SCHWAB STRATEGIC TR 70,728.0 $2.0M 0.11% +3K +4.8% $27.85 +8.8%
79 PAGP PLAINS GP HLDGS L P Energy 80,894.0 $2.0M 0.11% $24.28 -0.7%
80 SCHF SCHWAB STRATEGIC TR 79,348.0 $2.0M 0.11% +2K +2.7% $24.75 +7.9%
81 QCOM QUALCOMM INC Technology 14,661.0 $1.9M 0.10% +3K +25.5% $128.78 +55.4%
82 ETN EATON CORP PLC Industrials 5,188.0 $1.9M 0.10% +720.0 +16.1% $357.67 +14.1%
83 AVPT AVEPOINT INC Technology 187,493.0 $1.8M 0.10% NEW $9.51 +4.4%
84 DUT MOODYS CORP 4,007.0 $1.7M 0.10% -27.0 -0.7% $436.25
85 IVW ISHARES TR 14,345.0 $1.6M 0.09% $113.11 +20.9%
86 AMAT APPLIED MATLS INC Technology 4,721.0 $1.6M 0.09% -67.0 -1.4% $341.79 +27.7%
87 PM PHILIP MORRIS INTL INC Consumer Defensive 9,671.0 $1.6M 0.09% +1K +13.2% $166.73 +15.1%
88 FRDM EA SERIES TRUST 29,257.0 $1.6M 0.09% -265.0 -0.9% $54.88 +19.6%
89 IWM ISHARES TR 6,428.0 $1.6M 0.09% +125.0 +2.0% $248.00 +11.9%
90 BX BLACKSTONE INC Financial Services 13,076.0 $1.5M 0.08% -127.0 -1.0% $114.99 +2.5%
91 IWD ISHARES TR 6,966.0 $1.5M 0.08% $213.67 +8.7%
92 KO COCA COLA CO Consumer Defensive 19,251.0 $1.5M 0.08% +2K +11.9% $76.57 +5.1%
93 NOW SERVICENOW INC Technology 14,018.0 $1.5M 0.08% +5K +55.5% $104.55 -13.4%
94 GS GOLDMAN SACHS GROUP INC Financial Services 1,731.0 $1.5M 0.08% -17.0 -1.0% $845.97 +14.5%
95 EVR EVERCORE INC Financial Services 4,892.0 $1.5M 0.08% +79.0 +1.6% $298.51 +14.3%
96 LIN LINDE PLC Basic Materials 2,918.0 $1.4M 0.08% +233.0 +8.7% $495.76 +3.2%
97 CMI CUMMINS INC Industrials 2,638.0 $1.4M 0.08% +23.0 +0.9% $538.02 +33.2%
98 COP CONOCOPHILLIPS Energy 10,740.0 $1.4M 0.08% +1K +13.1% $132.00 -9.9%
99 HCA HCA HEALTHCARE INC Healthcare 2,994.0 $1.4M 0.08% +127.0 +4.4% $473.24 -8.6%
100 F FORD MTR CO Consumer Cyclical 117,882.0 $1.4M 0.07% +5K +4.4% $11.54 +25.5%
101 ADI ANALOG DEVICES INC Technology 4,275.0 $1.4M 0.07% -51.0 -1.2% $318.14 +31.2%
102 ORCL ORACLE CORP Technology 9,238.0 $1.4M 0.07% +2K +29.9% $147.12 +33.0%
103 LBRT LIBERTY ENERGY INC Energy 46,860.0 $1.3M 0.07% NEW $28.80 +15.8%
104 AMD ADVANCED MICRO DEVICES INC Technology 6,617.0 $1.3M 0.07% +633.0 +10.6% $203.43 +108.5%
105 PLTR PALANTIR TECHNOLOGIES INC Technology 9,008.0 $1.3M 0.07% +1K +17.4% $146.28 -8.6%
106 VIGI VANGUARD SPECIALIZED FUNDS 6,009.0 $1.3M 0.07% -118.0 -1.9% $215.06 -57.2%
107 BMY BRISTOL-MYERS SQUIBB CO Healthcare 20,951.0 $1.3M 0.07% +196.0 +0.9% $60.65 -6.0%
108 MS MORGAN STANLEY Financial Services 7,670.0 $1.3M 0.07% +1K +18.6% $164.57 +18.2%
109 IJH ISHARES TR 18,675.0 $1.3M 0.07% -4K -19.1% $67.53 +6.9%
110 CRI CARTERS INC Consumer Cyclical 35,260.0 $1.3M 0.07% -36K -50.3% $35.76 -5.6%
111 LMT LOCKHEED MARTIN CORP Industrials 2,086.0 $1.3M 0.07% +136.0 +7.0% $604.39 -13.9%
112 CAT CATERPILLAR INC Industrials 1,777.0 $1.3M 0.07% +334.0 +23.1% $708.49 +25.4%
113 PG PROCTER & GAMBLE CO Consumer Defensive 8,664.0 $1.3M 0.07% +382.0 +4.6% $144.44 -1.2%
114 IBM INTERNATIONAL BUSINESS MACHS Technology 5,115.0 $1.2M 0.07% +474.0 +10.2% $242.39 -9.9%
115 NDQ INVESCO QQQ TR 2,137.0 $1.2M 0.07% -60.0 -2.7% $577.27
116 WM WASTE MGMT INC DEL Industrials 5,348.0 $1.2M 0.07% +366.0 +7.3% $229.79 -4.8%
117 PII POLARIS INC Consumer Cyclical 22,498.0 $1.2M 0.07% $54.50 +21.4%
118 CPNG COUPANG INC Consumer Cyclical 64,037.0 $1.2M 0.07% +2K +2.5% $18.88 -12.1%
119 XLE SELECT SECTOR SPDR TR 19,392.0 $1.2M 0.07% -537.0 -2.7% $61.26 -2.9%
120 IAU* ISHARES GOLD TR 13,334.0 $1.2M 0.06% +334.0 +2.6% $88.16
121 AXP AMERICAN EXPRESS CO Financial Services 3,882.0 $1.2M 0.06% +276.0 +7.7% $302.48 +3.6%
122 BLK BLACKROCK INC Financial Services 1,219.0 $1.2M 0.06% +13.0 +1.1% $961.71 +12.5%
123 IDEV ISHARES TR 13,983.0 $1.2M 0.06% $83.57 +5.1%
124 APH AMPHENOL CORP Technology 9,078.0 $1.1M 0.06% +825.0 +10.0% $126.60 -1.3%
125 PGR PROGRESSIVE CORP Financial Services 5,756.0 $1.1M 0.06% $198.24 -1.2%
126 EPD ENTERPRISE PRODS PARTNERS L Energy 29,957.0 $1.1M 0.06% -1K -3.3% $37.84 +3.7%
127 RSG REPUBLIC SVCS INC Industrials 5,150.0 $1.1M 0.06% +46.0 +0.9% $219.02 -4.7%
128 SEAGATE TECHNOLOGY HLDNGS PL 2,860.0 $1.1M 0.06% -847.0 -22.9% $392.46
129 ABT ABBOTT LABORATORIES Healthcare 10,793.0 $1.1M 0.06% -2K -12.9% $102.67 -17.7%
130 SCHW SCHWAB CHARLES CORP Financial Services 11,670.0 $1.1M 0.06% +1K +10.0% $93.98 -4.8%
131 IEFA ISHARES TR 12,042.0 $1.1M 0.06% -735.0 -5.8% $90.53 +5.2%
132 BKNG BOOKING HOLDINGS INC Consumer Cyclical 258.0 $1.1M 0.06% +25.0 +10.7% $4210.32 -96.3%
133 MSI MOTOROLA SOLUTIONS INC Technology 2,491.0 $1.1M 0.06% +91.0 +3.8% $435.17 -8.2%
134 VGT VANGUARD WORLD FD 1,547.0 $1.1M 0.06% $697.74 -83.8%
135 PSX PHILLIPS 66 Energy 5,909.0 $1.1M 0.06% +366.0 +6.6% $182.18 -5.9%
136 DHR DANAHER CORP DEL Healthcare 5,590.0 $1.1M 0.06% -186.0 -3.2% $189.94 -13.4%
137 DIS DISNEY WALT CO Communication Services 10,997.0 $1.1M 0.06% -405.0 -3.5% $96.38 +9.4%
138 ASML ASML HLDG NV Technology 798.0 $1.1M 0.06% +447.0 +127.3% $1320.83 +13.7%
139 NEE NEXTERA ENERGY INC Utilities 11,455.0 $1.0M 0.06% +2K +8.8% $90.94 +5.2%
140 ILF ISHARES TR 29,074.0 $1.0M 0.06% NEW $35.52 -3.0%
141 LOW LOWES COS INC Consumer Cyclical 4,347.0 $1.0M 0.06% +248.0 +6.0% $236.28 -5.4%
142 ECG EVERUS CONSTR GROUP Industrials 8,628.0 $1.0M 0.06% $118.06 +36.5%
143 ARES ARES MANAGEMENT CORPORATION Financial Services 9,308.0 $1.0M 0.06% +262.0 +2.9% $109.10 +13.1%
144 CI THE CIGNA GROUP Healthcare 3,772.0 $1.0M 0.06% -4K -52.4% $266.73 +7.0%
145 CRM SALESFORCE INC Technology 5,330.0 $995K 0.05% +620.0 +13.2% $186.67 -10.2%
146 DUK DUKE ENERGY CORP NEW Utilities 7,532.0 $986K 0.05% +447.0 +6.3% $130.94 -5.1%
147 ACN ACCENTURE PLC IRELAND Technology 4,846.0 $961K 0.05% -39.0 -0.8% $198.29 -14.9%
148 WMB WILLIAMS COS INC Energy 13,078.0 $952K 0.05% +518.0 +4.1% $72.78 +6.7%
149 PANW PALO ALTO NETWORKS INC Technology 5,840.0 $936K 0.05% +2K +38.8% $160.32 +48.6%
150 UBER UBER TECHNOLOGIES INC Technology 12,912.0 $929K 0.05% -9K -40.5% $71.93 +3.8%
151 ADBE ADOBE INC Technology 3,772.0 $917K 0.05% +1K +45.6% $243.08 +1.9%
152 HOOD ROBINHOOD MKTS INC Financial Services 13,146.0 $911K 0.05% $69.30 +16.5%
153 IEMG ISHARES INC 12,892.0 $899K 0.05% +2K +13.2% $69.75 +14.0%
154 T AT&T INC Communication Services 30,978.0 $898K 0.05% +5K +17.2% $28.99 -14.9%
155 NBSD NEUBERGER BERMAN ETF TRUST 17,293.0 $877K 0.05% $50.71 +0.0%
156 UNH UNITEDHEALTH GROUP INC Healthcare 3,142.0 $850K 0.05% -30.0 -0.9% $270.55 +47.5%
157 CRWD CROWDSTRIKE HLDGS INC Technology 2,169.0 $847K 0.05% +1K +88.6% $390.41 +48.5%
158 IJR ISHARES TR 6,811.0 $847K 0.05% -507.0 -6.9% $124.31 +7.7%
159 INTC INTEL CORP Technology 19,107.0 $843K 0.05% +134.0 +0.7% $44.13 +162.7%
160 TXN TEXAS INSTRS INC Technology 4,339.0 $842K 0.05% +494.0 +12.8% $194.14 +57.8%
161 SILJ AMPLIFY ETF TR 27,928.0 $830K 0.04% $29.72 +1.6%
162 TMUS T-MOBILE US INC Communication Services 3,950.0 $830K 0.04% +87.0 +2.2% $210.03 -10.4%
163 GILD GILEAD SCIENCES INC Healthcare 5,936.0 $827K 0.04% +2K +41.6% $139.37 -5.2%
164 AMGN AMGEN INC Healthcare 2,350.0 $827K 0.04% +325.0 +16.1% $351.83 -7.3%
165 VLO VALERO ENERGY CORP Energy 3,187.0 $787K 0.04% +314.0 +10.9% $247.07 -0.9%
166 GRW TCW ETF TRUST 28,350.0 $780K 0.04% NEW $27.51 +9.3%
167 IDXX IDEXX LABS INC Healthcare 1,383.0 $777K 0.04% +204.0 +17.3% $561.89 -5.2%
168 IWR ISHARES TR 7,941.0 $772K 0.04% $97.23 +6.6%
169 C CITIGROUP INC Financial Services 6,681.0 $758K 0.04% +879.0 +15.2% $113.41 +8.8%
170 MO ALTRIA GROUP INC Consumer Defensive 11,093.0 $744K 0.04% +1K +12.8% $67.05 +8.0%
171 FCX FREEPORT MCMORAN INC Basic Materials 12,607.0 $741K 0.04% +8K +155.1% $58.78 +12.5%
172 VZ VERIZON COMMUNICATIONS INC Communication Services 14,372.0 $721K 0.04% +3K +25.0% $50.20 -6.3%
173 MDU MDU RES GROUP INC Industrials 34,549.0 $721K 0.04% +268.0 +0.8% $20.86 +8.2%
174 SPYG SPDR SERIES TRUST 7,354.0 $720K 0.04% $97.91 +20.9%
175 DE DEERE & CO Industrials 1,271.0 $718K 0.04% +136.0 +12.0% $564.92 +1.7%
176 KNF KNIFE RIVER CORP Basic Materials 8,661.0 $707K 0.04% +90.0 +1.1% $81.65 -2.1%
177 SAFE SAFEHOLD INC Real Estate 51,252.0 $703K 0.04% $13.71 +6.6%
178 VO VANGUARD INDEX FDS 2,415.0 $694K 0.04% +147.0 +6.5% $287.21 -73.4%
179 NKE NIKE INC Consumer Cyclical 12,756.0 $679K 0.04% -516.0 -3.9% $53.23 -21.1%
180 HON HONEYWELL INTL INC Industrials 2,982.0 $674K 0.04% +194.0 +7.0% $226.03 -3.7%
181 GLW CORNING INC Technology 4,910.0 $668K 0.04% $135.97 +53.2%
182 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,366.0 $662K 0.04% +986.0 +259.5% $484.91 -10.8%
183 RBC RBC BEARINGS INC Industrials 1,219.0 $662K 0.04% -230.0 -15.9% $543.12 +12.7%
184 NVS NOVARTIS AG Healthcare 4,286.0 $655K 0.04% +1K +33.9% $152.77 -2.0%
185 SYK STRYKER CORPORATION Healthcare 1,986.0 $654K 0.04% +77.0 +4.0% $329.47 -7.3%
186 MCK MCKESSON CORP Healthcare 755.0 $654K 0.04% +189.0 +33.4% $866.10 -13.7%
187 MMM 3M CO Industrials 4,407.0 $640K 0.04% -26.0 -0.6% $145.23 -0.1%
188 XLF SELECT SECTOR SPDR TR 12,942.0 $639K 0.04% +2K +21.9% $49.37 +3.6%
189 BK BANK NEW YORK MELLON CORP Financial Services 5,372.0 $637K 0.04% +913.0 +20.5% $118.63 +13.8%
190 ECL ECOLAB INC Basic Materials 2,384.0 $636K 0.04% +122.0 +5.4% $266.65 -6.7%
191 TOST TOAST INC Technology 23,949.0 $635K 0.04% +1K +4.5% $26.51 -13.0%
192 CHUBB LTD SWITZ 1,931.0 $631K 0.03% +238.0 +14.1% $326.89
193 KMI KINDER MORGAN INC DEL Energy 18,776.0 $630K 0.03% +534.0 +2.9% $33.53 -0.4%
194 SBUX STARBUCKS CORP Consumer Cyclical 6,951.0 $623K 0.03% +900.0 +14.9% $89.59 +18.8%
195 ZION ZIONS BANCORPORATION NATL AS Financial Services 10,705.0 $617K 0.03% $57.62 +4.3%
196 SHEL SHELL PLC Energy 6,611.0 $615K 0.03% +2K +43.9% $93.00 -9.1%
197 VERX VERTEX PHARMACEUTICALS INC Technology 1,376.0 $614K 0.03% +208.0 +17.8% $446.54 -97.2%
198 AVUS AMERICAN CENTY ETF TR 5,505.0 $612K 0.03% $111.18 +11.9%
199 WELL WELLTOWER INC Real Estate 3,095.0 $612K 0.03% +1K +65.5% $197.72 +10.1%
200 YOLO ADVISORSHARES TR 231,707.0 $609K 0.03% $2.63 +8.7%
201 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 6,593.0 $609K 0.03% +2K +57.6% $92.31 -2.8%
202 VBK VANGUARD INDEX FDS 2,008.0 $607K 0.03% +157.0 +8.5% $302.32 +11.6%
203 KLAC KLA CORP Technology 412.0 $607K 0.03% +5.0 +1.2% $1472.41 +28.6%
204 VB VANGUARD INDEX FDS 2,303.0 $603K 0.03% +216.0 +10.3% $261.90 +7.6%
205 APA APA CORPORATION Energy 13,998.0 $594K 0.03% NEW $42.44 -8.2%
206 EOG EOG RES INC Energy 4,054.0 $586K 0.03% $144.57 -5.9%
207 INTU INTUIT Technology 1,344.0 $581K 0.03% -3K -68.2% $432.41 -12.5%
208 FDX FEDEX CORP Industrials 1,624.0 $581K 0.03% +399.0 +32.6% $357.61 +6.3%
209 SGOV ISHARES TR 5,762.0 $580K 0.03% -10K -62.6% $100.66 -0.1%
210 GWW WW GRAINGER INC Industrials 527.0 $575K 0.03% +82.0 +18.4% $1090.17 +17.8%
211 PODD INSULET CORP Healthcare 2,725.0 $572K 0.03% +136.0 +5.2% $209.84 -29.1%
212 USB US BANCORP Financial Services 10,807.0 $568K 0.03% +369.0 +3.5% $52.53 +1.7%
213 CTRE CARETRUST REIT INC Real Estate 15,277.0 $566K 0.03% +253.0 +1.7% $37.04 +13.2%
214 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 7,649.0 $554K 0.03% +428.0 +5.9% $72.46 +18.4%
215 APO APOLLO GLOBAL MGMT INC Financial Services 4,893.0 $545K 0.03% +36.0 +0.7% $111.42 +21.5%
216 JCI JOHNSON CONTROLS INTERNATION Industrials 4,110.0 $540K 0.03% +561.0 +15.8% $131.35 +9.5%
217 SCHD SCHWAB STRATEGIC TR 17,463.0 $536K 0.03% $30.68 +3.4%
218 BA BOEING CO Industrials 2,655.0 $528K 0.03% +232.0 +9.6% $199.03 +10.8%
219 MDT MEDTRONIC PLC Healthcare 6,043.0 $528K 0.03% +553.0 +10.1% $87.34 -11.9%
220 SAP SAP SE Technology 3,081.0 $527K 0.03% +731.0 +31.1% $171.21 -4.1%
221 ANET ARISTA NETWORKS INC Technology 4,277.0 $525K 0.03% +2K +82.9% $122.78 +15.6%
222 NOC NORTHROP GRUMMAN CORP Industrials 766.0 $523K 0.03% +114.0 +17.5% $682.24 -19.6%
223 LH LABCORP HOLDINGS INC Healthcare 1,946.0 $519K 0.03% +38.0 +2.0% $266.81 -4.8%
224 CGNT COGNYTE SOFTWARE LTD Technology 63,679.0 $516K 0.03% -635.0 -1.0% $8.10 +20.9%
225 HAL HALLIBURTON CO Energy 12,976.0 $506K 0.03% +1K +12.1% $38.99 +5.9%
226 DJCO DAILY JOURNAL CORP Technology 1,044.0 $504K 0.03% $482.34 -1.7%
227 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,577.0 $504K 0.03% +447.0 +21.0% $195.40 +1.7%
228 PAAS PAN AMERN SILVER CORP Basic Materials 9,212.0 $503K 0.03% +81.0 +0.9% $54.63 +11.8%
229 BKR BAKER HUGHES COMPANY Energy 8,213.0 $501K 0.03% -113.0 -1.4% $61.05 +5.0%
230 SLX VANECK ETF TRUST 5,442.0 $500K 0.03% NEW $91.81 +15.3%
231 RVTY REVVITY INC Healthcare 5,692.0 $499K 0.03% $87.61 +10.0%
232 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,632.0 $496K 0.03% +235.0 +16.8% $304.08 +4.1%
233 SPGI S&P GLOBAL INC Financial Services 1,162.0 $494K 0.03% +140.0 +13.7% $425.34 -5.0%
234 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 8,327.0 $492K 0.03% +2K +28.6% $59.03 +20.1%
235 COF CAPITAL ONE FINL CORP Financial Services 2,676.0 $488K 0.03% +41.0 +1.6% $182.43 +1.8%
236 GMED GLOBUS MED INC Healthcare 5,614.0 $484K 0.03% +498.0 +9.7% $86.16 -10.4%
237 FQI DIGITAL RLTY TR INC 2,669.0 $481K 0.03% +322.0 +13.7% $180.21
238 XLK SELECT SECTOR SPDR TR 3,556.0 $473K 0.03% -500.0 -12.3% $132.90 +32.7%
239 DFUV DIMENSIONAL ETF TRUST 9,684.0 $469K 0.03% +1K +16.0% $48.46 +7.6%
240 PFE PFIZER INC Healthcare 16,651.0 $468K 0.03% +2K +16.7% $28.08 -8.3%
241 MPC MARATHON PETE CORP Energy 1,908.0 $466K 0.03% +210.0 +12.4% $244.18 +1.9%
242 ULTA ULTA BEAUTY INC Consumer Cyclical 891.0 $466K 0.03% +52.0 +6.2% $522.71 -4.7%
243 RAMP LIVERAMP HLDGS INC Technology 17,543.0 $465K 0.03% +3K +16.7% $26.52 +9.8%
244 SPEM SPDR INDEX SHS FDS 9,900.0 $464K 0.03% $46.91 +8.4%
245 XLI SELECT SECTOR SPDR TR 2,868.0 $464K 0.03% +2K +157.0% $161.73 +6.0%
246 IVE ISHARES TR 2,191.0 $463K 0.03% +150.0 +7.3% $211.15 +5.8%
247 CSX CSX CORP Industrials 11,048.0 $454K 0.03% +2K +21.3% $41.05 +11.9%
248 AEP AMERICAN ELEC PWR CO INC Utilities 3,455.0 $453K 0.03% +376.0 +12.2% $131.08 -4.5%
249 EMR EMERSON ELEC CO Industrials 3,436.0 $450K 0.02% +469.0 +15.8% $131.01 +5.2%
250 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,197.0 $450K 0.02% +281.0 +14.7% $204.64 +4.8%
251 PNC PNC FINL SVCS GROUP INC Financial Services 2,157.0 $449K 0.02% +233.0 +12.1% $208.09 +2.6%
252 BSX BOSTON SCIENTIFIC CORP Healthcare 7,149.0 $449K 0.02% +721.0 +11.2% $62.75 -16.0%
253 MEDP MEDPACE HLDGS INC Healthcare 916.0 $440K 0.02% -35.0 -3.7% $480.19 -12.7%
254 SMH VANECK ETF TRUST 1,147.0 $440K 0.02% $383.40 +45.1%
255 AZO AUTOZONE INC Consumer Cyclical 129.0 $436K 0.02% +30.0 +30.3% $3377.78 -1.7%
256 CDNS CADENCE DESIGN SYSTEM INC Technology 1,549.0 $430K 0.02% +760.0 +96.3% $277.87 +25.0%
257 AMT AMERICAN TOWER CORP Real Estate 2,491.0 $430K 0.02% -716.0 -22.3% $172.58 -1.1%
258 AZN ASTRAZENECA PLC Healthcare 2,176.0 $429K 0.02% NEW $196.93 -7.8%
259 EXEL EXELIXIS INC Healthcare 9,933.0 $426K 0.02% $42.89 +19.1%
260 XLY SELECT SECTOR SPDR TR 3,903.0 $425K 0.02% +1K +60.3% $108.98 +6.9%
261 SHOP SHOPIFY INC Technology 3,582.0 $425K 0.02% +2K +182.1% $118.62 -17.9%
262 ED CONSOLIDATED EDISON INC Utilities 3,746.0 $424K 0.02% NEW $113.18 -5.3%
263 DFSE DIMENSIONAL ETF TRUST 11,478.0 $422K 0.02% $36.76 +29.5%
264 BALL BALL CORP Consumer Cyclical 7,071.0 $418K 0.02% -69.0 -1.0% $59.11 -6.6%
265 ORCL 6.5 01/15/29 D ORACLE CORP 9,000.0 $414K 0.02% NEW $45.97
266 CCI CROWN CASTLE INC Real Estate 5,060.0 $411K 0.02% -105.0 -2.0% $81.31 +6.6%
267 DASH DOORDASH INC Communication Services 2,733.0 $410K 0.02% +329.0 +13.7% $150.15 +2.4%
268 PLD PROLOGIS INC. Real Estate 3,090.0 $408K 0.02% +400.0 +14.9% $132.19 +7.9%
269 PH PARKER-HANNIFIN CORP Industrials 453.0 $406K 0.02% +99.0 +28.0% $895.24 -1.7%
270 BA 6 10/15/27 BOEING CO 6,200.0 $402K 0.02% +1K +24.0% $64.91
271 ALL ALLSTATE CORP Financial Services 1,910.0 $398K 0.02% +160.0 +9.1% $208.41 +4.3%
272 CME CME GROUP INC Financial Services 1,335.0 $394K 0.02% -163.0 -10.9% $295.35 +1.2%
273 GWRE GUIDEWIRE SOFTWARE INC Technology 2,626.0 $393K 0.02% +279.0 +11.9% $149.56 -17.3%
274 XYL XYLEM INC Industrials 3,267.0 $390K 0.02% +242.0 +8.0% $119.50 -8.4%
275 CAH CARDINAL HEALTH INC Healthcare 1,834.0 $388K 0.02% +315.0 +20.7% $211.31 -7.6%
276 CVLT COMMVAULT SYS INC Technology 4,909.0 $382K 0.02% +891.0 +22.2% $77.89 +31.0%
277 DFAS DIMENSIONAL ETF TRUST 5,372.0 $382K 0.02% +5K +5495.8% $71.13 +6.3%
278 IGF ISHARES TR 5,700.0 $382K 0.02% $67.00 -1.4%
279 CHD CHURCH & DWIGHT CO INC Consumer Defensive 4,036.0 $377K 0.02% +341.0 +9.2% $93.33 +0.8%
280 SLV ISHARES SILVER TR Financial Services 5,523.0 $376K 0.02% NEW $68.14 +1.3%
281 BBCA J P MORGAN EXCHANGE TRADED F 3,986.0 $375K 0.02% $94.06 +4.8%
282 TECH BIO-TECHNE CORP Healthcare 7,080.0 $370K 0.02% +550.0 +8.4% $52.26 -14.4%
283 DFIC DIMENSIONAL ETF TRUST 10,393.0 $369K 0.02% $35.53 +5.2%
284 FITBI FIFTH THIRD BANCORP Financial Services 7,869.0 $369K 0.02% +1K +22.1% $46.86 -45.6%
285 D DOMINION ENERGY INC Utilities 5,964.0 $369K 0.02% -163.0 -2.7% $61.82 +1.9%
286 FIX COMFORT SYS USA INC Industrials 267.0 $368K 0.02% +41.0 +18.1% $1378.99 +48.1%
287 EXR EXTRA SPACE STORAGE INC Real Estate 2,794.0 $366K 0.02% +87.0 +3.2% $131.13 +8.4%
288 GLDM WORLD GOLD TR Financial Services 3,946.0 $366K 0.02% +1K +37.0% $92.69 -2.9%
289 DFAC DIMENSIONAL ETF TRUST 9,303.0 $362K 0.02% $38.86 +10.6%
290 IPGP IPG PHOTONICS CORP Technology 3,150.0 $361K 0.02% NEW $114.59 -8.3%
291 NVENT ELEC PLC 3,046.0 $360K 0.02% +38.0 +1.3% $118.28
292 ZTS ZOETIS INC Healthcare 3,033.0 $359K 0.02% +489.0 +19.2% $118.21 -36.1%
293 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,600.0 $353K 0.02% +289.0 +12.5% $135.81 -1.1%
294 VTIP VANGUARD MALVERN FDS 6,876.0 $343K 0.02% -921.0 -11.8% $49.95 +0.9%
295 TT TRANE TECHNOLOGIES PLC Industrials 822.0 $343K 0.02% +153.0 +22.9% $416.83 +15.6%
296 APP APPLOVIN CORP Technology 852.0 $339K 0.02% +211.0 +32.9% $398.00 +25.9%
297 GD GENERAL DYNAMICS CORP Industrials 976.0 $335K 0.02% +149.0 +18.0% $343.22 -0.8%
298 BDX BECTON DICKINSON & CO Healthcare 2,130.0 $335K 0.02% -294.0 -12.1% $157.24 -8.8%
299 WGO WINNEBAGO INDS INC Consumer Cyclical 10,653.0 $330K 0.02% $30.99 -3.6%
300 GM GENERAL MTRS CO Consumer Cyclical 4,431.0 $330K 0.02% +654.0 +17.3% $74.50 +4.4%
301 O REALTY INCOME CORP Real Estate 5,335.0 $328K 0.02% +309.0 +6.2% $61.45 +0.8%
302 SNOW SNOWFLAKE INC Technology 2,165.0 $327K 0.02% +838.0 +63.1% $150.82 -0.0%
303 TSCO TRACTOR SUPPLY CO Consumer Cyclical 7,185.0 $325K 0.02% +109.0 +1.5% $45.30 -32.7%
304 HESM HESS MIDSTREAM LP Energy 8,300.0 $323K 0.02% $38.87 +0.9%
305 NOK NOKIA CORP Technology 40,076.0 $322K 0.02% +2K +6.0% $8.04 +79.9%
306 GDX VANECK ETF TRUST 3,500.0 $321K 0.02% NEW $91.77 -4.8%
307 FTNT FORTINET INC Technology 3,929.0 $321K 0.02% -762.0 -16.2% $81.72 +49.1%
308 IGOV ISHARES TR 7,784.0 $320K 0.02% NEW $41.06 -0.1%
309 OKE ONEOK INC NEW Energy 3,531.0 $319K 0.02% +52.0 +1.5% $90.39 +0.7%
310 ITW ILLINOIS TOOL WKS INC Industrials 1,200.0 $314K 0.02% +13.0 +1.1% $261.90 -4.2%
311 DFAT DIMENSIONAL ETF TRUST 5,018.0 $313K 0.02% +4K +346.8% $62.46 +4.6%
312 FAST FASTENAL CO Industrials 6,738.0 $313K 0.02% +524.0 +8.4% $46.40 -5.2%
313 USFD US FOODS HLDG CORP Consumer Defensive 3,378.0 $311K 0.02% +217.0 +6.9% $92.21 -8.9%
314 WBD WARNER BROS DISCOVERY INC Communication Services 11,304.0 $310K 0.02% +1K +9.7% $27.46 -1.2%
315 WCN WASTE CONNECTIONS INC Industrials 1,886.0 $306K 0.02% NEW $162.44 -4.6%
316 RGEN REPLIGEN CORP Healthcare 2,587.0 $305K 0.02% +555.0 +27.3% $117.82 -12.3%
317 SCHX SCHWAB STRATEGIC TR 11,693.0 $300K 0.02% +11K +1764.9% $25.64 +13.3%
318 TRGP TARGA RES CORP Energy 1,182.0 $296K 0.02% NEW $250.73 +6.7%
319 STT STATE STR CORP Financial Services 2,340.0 $296K 0.02% +106.0 +4.7% $126.56 +21.5%
320 SNPS SYNOPSYS INC Technology 742.0 $294K 0.02% +90.0 +13.8% $396.48 +28.6%
321 WDC WESTERN DIGITAL CORP Technology 1,087.0 $294K 0.02% NEW $270.49 +80.8%
322 DVY ISHARES TR 1,938.0 $293K 0.02% +672.0 +53.1% $151.41 -0.3%
323 CMCSA COMCAST CORP NEW Communication Services 10,211.0 $293K 0.02% +3K +48.1% $28.71 -13.8%
324 EQIX EQUINIX INC Real Estate 299.0 $293K 0.02% NEW $980.24 +10.1%
325 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 13,387.0 $290K 0.02% +4K +40.8% $21.66 +1.1%
326 LVS LAS VEGAS SANDS CORP Consumer Cyclical 5,372.0 $289K 0.02% -873.0 -14.0% $53.88 -6.0%
327 ARCC ARES CAPITAL CORP Financial Services 16,000.0 $288K 0.02% $18.02 +4.9%
328 KR KROGER CO Consumer Defensive 3,963.0 $287K 0.02% NEW $72.36 -7.7%
329 IMO IMPERIAL OIL LTD Energy 2,170.0 $285K 0.02% NEW $131.44 +0.7%
330 TRV TRAVELERS COMPANIES INC Financial Services 974.0 $284K 0.01% +102.0 +11.7% $291.68 +2.3%
331 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 4,026.0 $284K 0.01% -2K -34.6% $70.51 -22.2%
332 GSK GSK PLC Healthcare 5,092.0 $283K 0.01% NEW $55.66 -8.4%
333 VRT VERTIV HOLDINGS CO Industrials 1,128.0 $283K 0.01% NEW $250.58 +50.1%
334 MPWR MONOLITHIC PWR SYS INC Technology 258.0 $283K 0.01% NEW $1095.35 +47.3%
335 ROST ROSS STORES INC Consumer Cyclical 1,295.0 $281K 0.01% NEW $216.63 -1.6%
336 PCG PG&E CORP Utilities 15,769.0 $278K 0.01% -389.0 -2.4% $17.62 -4.6%
337 TIP ISHARES TR 2,516.0 $278K 0.01% $110.36 +0.2%
338 CARR CARRIER GLOBAL CORPORATION Industrials 4,897.0 $276K 0.01% +330.0 +7.2% $56.31 +14.8%
339 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 15,000.0 $276K 0.01% $18.38 -2.6%
340 NCNO NCINO INC Technology 18,337.0 $275K 0.01% +5K +41.9% $14.98 -2.5%
341 VTR VENTAS INC Real Estate 3,329.0 $274K 0.01% +128.0 +4.0% $82.30 +9.3%
342 TRIN TRINITY CAP INC Financial Services 18,553.0 $273K 0.01% $14.71 +16.2%
343 SREA SEMPRA Utilities 2,782.0 $272K 0.01% +503.0 +22.1% $97.79 -78.0%
344 DFUS DIMENSIONAL ETF TRUST 3,830.0 $272K 0.01% NEW $70.90 +13.2%
345 HBC2 HSBC HLDGS PLC 3,190.0 $270K 0.01% NEW $84.77
346 RMD RESMED INC Healthcare 1,204.0 $270K 0.01% -12.0 -1.0% $224.48 -9.8%
347 SNDK SANDISK CORP Technology 417.0 $265K 0.01% NEW $635.34 +117.6%
348 SOJF SOUTHERN CO Utilities 2,739.0 $264K 0.01% NEW $96.52 -73.6%
349 TTE TOTALENERGIES SE Energy 2,840.0 $260K 0.01% NEW $91.62 -0.2%
350 BEN FRANKLIN RESOURCES INC Financial Services 10,769.0 $258K 0.01% +90.0 +0.8% $23.95 +32.9%
351 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,029.0 $258K 0.01% +89.0 +9.5% $250.64 +19.8%
352 GUNR FLEXSHARES TR 4,664.0 $257K 0.01% $55.16 -1.2%
353 PRLB PROTO LABS INC Industrials 4,490.0 $256K 0.01% NEW $57.02 +27.3%
354 MMSI MERIT MED SYS INC Healthcare 3,709.0 $256K 0.01% +1K +51.3% $68.93 -9.2%
355 AJG GALLAGHER ARTHUR J & CO Financial Services 1,170.0 $253K 0.01% -78.0 -6.2% $216.58 -7.7%
356 CEG CONSTELLATION ENERGY CORP Utilities 905.0 $253K 0.01% +305.0 +50.8% $279.25 -4.3%
357 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 13,535.0 $251K 0.01% +2K +16.5% $18.52 -10.2%
358 XLV SELECT SECTOR SPDR TR 1,708.0 $250K 0.01% -300.0 -14.9% $146.61 -1.0%
359 THG HANOVER INS GROUP INC Financial Services 1,444.0 $250K 0.01% NEW $173.35 +10.7%
360 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,274.0 $250K 0.01% NEW $196.04 -0.7%
361 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,896.0 $249K 0.01% NEW $131.20 +6.1%
362 KWR QUAKER HOUGHTON Basic Materials 1,992.0 $247K 0.01% NEW $124.23 +14.8%
363 INV INNVENTURE INC Financial Services 62,957.0 $246K 0.01% -6K -8.7% $3.91 +87.2%
364 IWO ISHARES TR 780.0 $245K 0.01% $313.81 +15.4%
365 SAN BANCO SANTANDER SA Financial Services 21,653.0 $244K 0.01% NEW $11.28 +5.0%
366 UBS UBS GROUP AG Financial Services 6,241.0 $244K 0.01% NEW $39.07 +18.6%
367 CFG CITIZENS FINL GROUP INC Financial Services 4,046.0 $243K 0.01% +532.0 +15.1% $59.97 +1.5%
368 UL UNILEVER PLC Consumer Defensive 4,206.0 $242K 0.01% NEW $57.53 -0.3%
369 VEU VANGUARD INTL EQUITY INDEX F 3,213.0 $241K 0.01% -4K -52.6% $75.10 +7.9%
370 BBEU J P MORGAN EXCHANGE TRADED F 3,308.0 $240K 0.01% $72.41 +3.8%
371 GSLC GOLDMAN SACHS ETF TR 1,900.0 $238K 0.01% $125.13 +11.9%
372 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,478.0 $232K 0.01% NEW $157.28 -1.0%
373 CRH CRH PLC Basic Materials 2,183.0 $230K 0.01% NEW $105.47 +2.0%
374 UPS UNITED PARCEL SVCS INC Industrials 2,325.0 $229K 0.01% +228.0 +10.9% $98.38 +0.0%
375 NEM NEWMONT CORP Basic Materials 2,104.0 $228K 0.01% NEW $108.25 +7.5%
376 NVO NOVO-NORDISK A S Healthcare 5,939.0 $226K 0.01% +863.0 +17.0% $38.04 +20.4%
377 SONY SONY GROUP CORP Technology 10,872.0 $225K 0.01% +3K +32.9% $20.70 +6.9%
378 IQV IQVIA HLDGS INC Healthcare 1,313.0 $224K 0.01% +87.0 +7.1% $170.54 +0.1%
379 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 805.0 $223K 0.01% NEW $276.77 -4.1%
380 EBAY EBAY INC. Consumer Cyclical 2,440.0 $222K 0.01% -36.0 -1.4% $91.03 +24.4%
381 KBIA KB FINL GROUP INC 2,200.0 $221K 0.01% NEW $100.63
382 COR CENCORA INC Healthcare 703.0 $221K 0.01% NEW $314.14 -16.9%
383 ORLA ORLA MNG LTD NEW Basic Materials 13,576.0 $219K 0.01% $16.13 -8.3%
384 MAR MARRIOTT INTL INC NEW Consumer Cyclical 669.0 $219K 0.01% NEW $327.07 +8.1%
385 DPZ DOMINOS PIZZA INC Consumer Cyclical 609.0 $219K 0.01% -32.0 -5.0% $358.79 -15.3%
386 DDOG DATADOG INC Technology 1,840.0 $217K 0.01% NEW $118.05 +71.8%
387 IT GARTNER INC Technology 1,370.0 $217K 0.01% NEW $158.34 -11.2%
388 ADSK AUTODESK INC Technology 902.0 $216K 0.01% +210.0 +30.4% $239.40 -1.2%
389 SOXX ISHARES TR 657.0 $216K 0.01% $328.66 +54.9%
390 WDAY WORKDAY INC Technology 1,637.0 $213K 0.01% NEW $129.92 -8.6%
391 ATO ATMOS ENERGY CORP Utilities 1,148.0 $212K 0.01% NEW $184.72 -4.5%
392 SPDW SPDR INDEX SHS FDS 4,629.0 $211K 0.01% +2K +107.3% $45.65 +7.7%
393 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,266.0 $209K 0.01% -13.0 -1.0% $165.14 +7.2%
394 RJF RAYMOND JAMES FINL INC Financial Services 1,441.0 $209K 0.01% +117.0 +8.8% $144.79 +7.4%
395 DYH TARGET CORP 1,710.0 $207K 0.01% NEW $121.20
396 TM TOYOTA MOTOR CORP Consumer Cyclical 1,002.0 $207K 0.01% NEW $206.09 -7.6%
397 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 10,406.0 $206K 0.01% NEW $19.75 +10.0%
398 DORM DORMAN PRODS INC Consumer Cyclical 1,967.0 $205K 0.01% NEW $104.36 +15.5%
399 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,340.0 $205K 0.01% NEW $153.10 -20.9%
400 DT DYNATRACE INC Technology 5,542.0 $205K 0.01% NEW $36.98 +0.4%
401 AEM AGNICO EAGLE MINES LTD Basic Materials 1,009.0 $205K 0.01% NEW $202.98 -11.2%
402 VBR VANGUARD INDEX FDS 940.0 $204K 0.01% +86.0 +10.1% $217.25 +4.6%
403 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 702.0 $204K 0.01% NEW $290.49 +1.7%
404 INDA ISHARES TR 1,357.0 $204K 0.01% NEW $150.14 -68.0%
405 SPTM SPDR SERIES TRUST 2,576.0 $204K 0.01% $79.06 +13.2%
406 TEL TE CONNECTIVITY PLC Technology 971.0 $203K 0.01% NEW $209.02 -1.1%
407 ULST SSGA ACTIVE ETF TR 5,000.0 $202K 0.01% $40.50 -0.3%
408 JPST J P MORGAN EXCHANGE TRADED F 4,000.0 $202K 0.01% $50.61 -0.2%
409 VRSN VERISIGN INC Technology 815.0 $202K 0.01% NEW $248.36 +18.0%
410 MKSI MKS INC. Technology 875.0 $201K 0.01% NEW $229.81 +36.6%
411 TER TERADYNE INC Technology 678.0 $201K 0.01% NEW $296.46 +20.3%
412 LYG LLOYDS BANKING GROUP PLC Financial Services 39,787.0 $200K 0.01% +19K +93.2% $5.03 +2.6%
413 SOC SABLE OFFSHORE CORP Energy 11,609.0 $192K 0.01% +305.0 +2.7% $16.52 -16.8%
414 EWO ISHARES INC 5,310.0 $188K 0.01% $35.45 +9.9%
415 MFG MIZUHO FINANCIAL GROUP INC Financial Services 23,614.0 $187K 0.01% NEW $7.94 +11.6%
416 IYW ISHARES TR 1,006.0 $183K 0.01% $181.49 +31.6%
417 FT FRANKLIN UNVL TR Financial Services 22,088.0 $177K 0.01% $8.01 -0.6%
418 APO 6.75 07/31/26 APOLLO GLOBAL MGMT INC 3,000.0 $176K 0.01% $58.70
419 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 10,331.0 $175K 0.01% NEW $16.97 +8.9%
420 SPYM SPDR SERIES TRUST 2,284.0 $175K 0.01% NEW $76.52 +13.7%
421 DTST DATA STORAGE CORP Technology 43,100.0 $167K 0.01% $3.87 +4.9%
422 OTF BLUE OWL TECHNOLOGY FIN CORP Financial Services 12,950.0 $166K 0.01% NEW $12.80 -12.8%
423 SPMD SPDR SERIES TRUST 2,685.0 $159K 0.01% NEW $59.22 +6.9%
424 HELEN OF TROY LTD 10,855.0 $157K 0.01% NEW $14.42
425 USEA UNITED MARITIME CORPORATION Industrials 77,052.0 $156K 0.01% $2.02 +13.4%
426 EMXC ISHARES INC 1,930.0 $152K 0.01% +841.0 +77.2% $78.66 +19.0%
427 AGG ISHARES TR 1,514.0 $150K 0.01% -1K -43.5% $99.27 -1.3%
428 XLP SELECT SECTOR SPDR TR 1,801.0 $148K 0.01% -500.0 -21.7% $81.98 +3.2%
429 DIHP DIMENSIONAL ETF TRUST 4,565.0 $147K 0.01% $32.22 +4.0%
430 IXN ISHARES TR 1,420.0 $142K 0.01% $99.97 +32.1%
431 WIT WIPRO LTD Technology 63,985.0 $136K 0.01% +30K +90.9% $2.12 -12.7%
432 GSEW GOLDMAN SACHS ETF TR 1,600.0 $135K 0.01% $84.66 +6.1%
433 COMP COMPASS INC Technology 18,456.0 $135K 0.01% +816.0 +4.6% $7.31 +6.0%
434 IWN ISHARES TR 680.0 $129K 0.01% -39.0 -5.4% $189.59 +8.6%
435 ITOT ISHARES TR 900.0 $128K 0.01% +183.0 +25.5% $142.43 +13.1%
436 DFIV DIMENSIONAL ETF TRUST 2,404.0 $127K 0.01% +2K +2328.3% $52.79 +3.9%
437 IUSV ISHARES TR 1,165.0 $119K 0.01% -986.0 -45.8% $102.25 +5.8%
438 BANK AMERICA CORP 100.0 $119K 0.01% $1190.61
439 EFV ISHARES TR 1,579.0 $117K 0.01% -2K -59.1% $74.35 +3.9%
440 EFG ISHARES TR 972.0 $108K 0.01% $111.37 +6.1%
441 FNDE SCHWAB STRATEGIC TR 2,800.0 $107K 0.01% $38.26 +5.0%
442 ACWX ISHARES TR 1,548.0 $106K 0.01% +168.0 +12.2% $68.47 +7.6%
443 USMV ISHARES TR 1,126.0 $104K 0.01% NEW $92.74 +2.1%
444 UROY URANIUM RTY CORP Energy 28,590.0 $104K 0.01% $3.65 +10.7%
445 SWAN AMPLIFY ETF TR 3,344.0 $104K 0.01% $31.06 +7.3%
446 DFSV DIMENSIONAL ETF TRUST 2,900.0 $102K 0.01% NEW $35.04 +4.1%
447 STHO STAR HLDGS Real Estate 13,199.0 $100K 0.01% $7.57 +10.7%
448 MTUM ISHARES TR 405.0 $97K 0.01% -203.0 -33.4% $239.99 +24.3%
449 VOE VANGUARD INDEX FDS 506.0 $93K 0.01% +242.0 +91.7% $184.35 +3.4%
450 AVDV AMERICAN CENTY ETF TR 932.0 $93K 0.01% $99.86 +8.0%
451 CMF ISHARES TR 1,593.0 $91K 0.01% +93.0 +6.2% $56.86 -0.1%
452 VOT VANGUARD INDEX FDS 305.0 $78K 0.00% +80.0 +35.6% $257.35 +10.9%
453 VOX VANGUARD WORLD FD 424.0 $76K 0.00% $179.84 +8.8%
454 ESGD ISHARES TR 784.0 $75K 0.00% $95.56 +5.1%
455 FNDF SCHWAB STRATEGIC TR 1,500.0 $73K 0.00% $48.93 +7.4%
456 BIL SPDR SERIES TRUST 785.0 $72K 0.00% -394.0 -33.4% $91.64 -0.1%
457 DFGR DIMENSIONAL ETF TRUST 2,699.0 $72K 0.00% NEW $26.58 +6.3%
458 CUE CUE BIOPHARMA INC Healthcare 310,000.0 $71K 0.00% $0.23 +9908.7%
459 WFC 7.5 PERP L WELLS FARGO & CO 60.0 $69K 0.00% $1157.15
460 EEM ISHARES TR 1,173.0 $67K 0.00% +102.0 +9.5% $56.79 +14.6%
461 SCHK SCHWAB STRATEGIC TR 2,000.0 $63K 0.00% NEW $31.33 +13.3%
462 XLRE SELECT SECTOR SPDR TR 1,440.0 $59K 0.00% +1K +783.4% $40.84 +5.8%
463 DIBS 1STDIBS COM INC Consumer Cyclical 10,208.0 $56K 0.00% $5.50 -18.9%
464 XLU SELECT SECTOR SPDR TR 1,200.0 $55K 0.00% $45.89 -4.4%
465 DFIS DIMENSIONAL ETF TRUST 1,586.0 $53K 0.00% +1K +219.1% $33.66 +6.6%
466 BBJP J P MORGAN EXCHANGE TRADED F 774.0 $53K 0.00% $68.91 +7.5%
467 SWVL SWVL HOLDINGS CORP Technology 37,000.0 $52K 0.00% NEW $1.41 +13.5%
468 MGV VANGUARD WORLD FD 355.0 $51K 0.00% $144.95 +6.3%
469 IJT ISHARES TR 340.0 $49K 0.00% +140.0 +70.0% $144.71 +9.5%
470 GNR SPDR INDEX SHS FDS 625.0 $47K 0.00% NEW $74.67 -1.0%
471 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 25,000.0 $44K 0.00% NEW $1.76 +109.7%
472 IWV ISHARES TR 118.0 $44K 0.00% NEW $370.68 +12.8%
473 DISV DIMENSIONAL ETF TRUST 1,041.0 $41K 0.00% NEW $39.43 +5.8%
474 DFLV DIMENSIONAL ETF TRUST 1,147.0 $41K 0.00% NEW $35.71 +6.6%
475 IYM ISHARES TR 232.0 $41K 0.00% NEW $175.92 +2.4%
476 ABEV AMBEV SA Consumer Defensive 13,596.0 $40K 0.00% NEW $2.93 +4.8%
477 SCZ ISHARES TR 463.0 $36K 0.00% +228.0 +97.0% $78.43 +7.4%
478 DFAE DIMENSIONAL ETF TRUST 1,054.0 $36K 0.00% NEW $33.87 +13.6%
479 IBB ISHARES TR 207.0 $35K 0.00% $168.85 -1.2%
480 EWY ISHARES INC 284.0 $35K 0.00% NEW $123.01 +45.4%
481 VV VANGUARD INDEX FDS 115.0 $34K 0.00% +28.0 +32.2% $298.85 +13.7%
482 QUAL ISHARES TR 175.0 $34K 0.00% $191.81 +9.7%
483 IWB ISHARES TR 94.0 $34K 0.00% $356.56 +12.9%
484 DFEV DIMENSIONAL ETF TRUST 934.0 $33K 0.00% NEW $35.78 +14.2%
485 SCHA SCHWAB STRATEGIC TR 1,109.0 $32K 0.00% +499.0 +81.8% $29.08 +12.1%
486 OEF ISHARES TR 94.0 $30K 0.00% $318.07 +16.1%
487 IJK ISHARES TR 296.0 $30K 0.00% NEW $100.62 +9.6%
488 VXF VANGUARD INDEX FDS 142.0 $29K 0.00% $205.80 +9.1%
489 SMMD ISHARES TR 358.0 $27K 0.00% +215.0 +150.3% $76.35 +11.1%
490 VNQ VANGUARD INDEX FDS 300.0 $27K 0.00% +77.0 +34.5% $88.66 +5.9%
491 BWX SPDR SERIES TRUST 1,180.0 $26K 0.00% $21.95 -0.6%
492 IGIB ISHARES TR 475.0 $25K 0.00% $53.22 -0.9%
493 JEPI J P MORGAN EXCHANGE TRADED F 400.0 $23K 0.00% -4K -89.9% $56.68 -1.4%
494 IUSG ISHARES TR 141.0 $22K 0.00% $155.11 +20.4%
495 SCHC SCHWAB STRATEGIC TR 420.0 $20K 0.00% NEW $46.70 +6.7%
496 HYGV FLEXSHARES TR 475.0 $19K 0.00% NEW $40.06 -0.3%
497 MOAT VANECK ETF TRUST 196.0 $19K 0.00% $96.79 +2.6%
498 IEF ISHARES TR 196.0 $19K 0.00% -614.0 -75.8% $95.44 -2.0%
499 KBE SPDR SERIES TRUST 302.0 $18K 0.00% NEW $59.49 +3.7%
500 SCHM SCHWAB STRATEGIC TR 559.0 $17K 0.00% $30.97 +9.6%
501 VPL VANGUARD INTL EQUITY INDEX F 177.0 $17K 0.00% $97.60 +13.8%
502 IGE ISHARES TR 205.0 $13K 0.00% NEW $62.94 -2.0%
503 CWI SPDR INDEX SHS FDS 305.0 $11K 0.00% $36.59 +7.6%
504 DEFT DEFI TECHNOLOGIES INC Financial Services 20,000.0 $11K 0.00% $0.55 +28.5%
505 ALIT ALIGHT INC Technology 15,400.0 $9K NEW $0.58 +34.9%
506 MOO VANECK ETF TRUST 100.0 $8K $84.50 -4.0%
507 AVDE AMERICAN CENTY ETF TR 85.0 $7K $84.84 +5.4%
508 BBAX J P MORGAN EXCHANGE TRADED F 116.0 $7K $59.46 +3.2%
509 GOSS GOSSAMER BIO INC Healthcare 20,000.0 $7K NEW $0.33 +3.5%
510 SUSA ISHARES TR 40.0 $5K $132.10 +13.2%
511 MSOS ADVISORSHARES TR 1,200.0 $4K $3.55 +24.2%
512 EIS* ISHARES INC 29.0 $3K NEW $116.03
513 IAT ISHARES TR 59.0 $3K $53.85 +2.9%
514 EWT ISHARES INC 37.0 $3K $70.92 +28.7%
515 SMIN ISHARES TR 41.0 $2K NEW $59.95 +10.5%
516 VHT VANGUARD WORLD FD 8.0 $2K +4.0 +100.0% $272.38 -0.6%
517 STIP ISHARES TR 20.0 $2K NEW $103.45 +0.1%
518 IAGG ISHARES TR 41.0 $2K NEW $50.05 -0.7%
519 BBMC J P MORGAN EXCHANGE TRADED F 14.0 $2K NEW $108.43 +8.9%
520 VPU VANGUARD WORLD FD 7.0 $1K -481.0 -98.6% $198.14 -4.0%
521 VDC VANGUARD WORLD FD 6.0 $1K NEW $224.67 +2.9%
522 GAL SSGA ACTIVE ETF TR 5.0 $248.0 -2.0 -28.6% $49.60 +6.2%

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
Technology 33.1%
Financial Services 17.1%
Consumer Cyclical 11.1%
Communication Services 9.4%
Healthcare 8.6%
Industrials 6.4%
Energy 5.2%
Consumer Defensive 5.0%
Basic Materials 1.8%
Utilities 1.4%