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Quotient Wealth Partners, LLC

· CIK 0002004904
13F Portfolio $3.8B AUM 377 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 GSG ISHARES TR Financial Services 793,084 $518.1M 13.63% +31K +4.1% $653.21 -94.8%
2 SPYG SPDR SER TR 3,681,880 $360.5M 9.49% $97.91 +20.9%
3 FDBC FIDELITY MERRIMACK STR TR Financial Services 6,501,284 $296.6M 7.81% +1.6M +32.9% $45.62 -2.0%
4 BLK BLACKROCK ETF TRUST II Financial Services 5,551,033 $288.3M 7.59% +1.9M +51.2% $51.93 +1983.4%
5 GSG ISHARES TR Financial Services 2,574,775 $233.1M 6.13% +208K +8.8% $90.53 -62.2%
6 SPYV SPDR SER TR 3,840,648 $217.3M 5.72% +273K +7.7% $56.58 +5.8%
7 GSG ISHARES TR Financial Services 1,880,132 $186.6M 4.91% -441K -19.0% $99.27 -65.6%
8 GSG ISHARES TR Financial Services 1,628,093 $154.6M 4.07% +254K +18.5% $94.95 -64.0%
9 GSG ISHARES TR Financial Services 3,367,759 $143.1M 3.77% -103K -3.0% $42.50 -19.5%
10 IEMG ISHARES INC 1,851,640 $129.2M 3.40% -108K -5.5% $69.75 +14.0%
11 PWRD TCW TRANSFORM ETF TRUST 933,031 $91.2M 2.40% +271K +41.0% $97.77 +14.5%
12 GSG ISHARES TR Financial Services 1,222,650 $85.8M 2.26% NEW $70.18 -51.3%
13 XOM EXXON MOBIL CORP Energy 499,355 $84.7M 2.23% -85K -14.5% $169.66 -9.9%
14 GSG ISHARES TR Financial Services 667,619 $67.2M 1.77% +24K +3.8% $100.72 -66.1%
15 FDBC FIDELITY COVINGTON TRUST Financial Services 1,750,838 $66.5M 1.75% -16K -0.9% $38.00 +17.6%
16 GSG ISHARES TR Financial Services 634,015 $65.6M 1.73% -430K -40.4% $103.43 -66.9%
17 XLF SELECT SECTOR SPDR TR 1,320,070 $65.2M 1.72% +119K +9.9% $49.37 +3.6%
18 GSG ISHARES TR Financial Services 907,107 $61.3M 1.61% +896K +8113.6% $67.53 -49.4%
19 GSG ISHARES TR Financial Services 473,810 $52.3M 1.38% +19K +4.2% $110.36 -69.0%
20 BLK BLACKROCK ETF TRUST Financial Services 1,051,252 $34.6M 0.91% +69K +7.0% $32.95 +3183.5%
21 GSG ISHARES TR Financial Services 298,694 $31.7M 0.83% +14K +4.8% $106.15 -67.8%
22 VTEB VANGUARD MUN BD FDS 487,296 $24.3M 0.64% +15K +3.2% $49.89 -0.1%
23 AAPL APPLE INC Technology 90,509 $23.0M 0.60% +9K +11.0% $253.79 +18.3%
24 VOO VANGUARD INDEX FDS 33,499 $20.0M 0.53% -262 -0.8% $597.55 +13.7%
25 INTER MUN BD ACT 345,489 $18.0M 0.47% +21K +6.6% $52.19
26 NVDA NVIDIA CORPORATION Technology 102,611 $17.9M 0.47% $174.40 +35.2%
27 VUG VANGUARD INDEX FDS 37,517 $16.4M 0.43% -815 -2.1% $436.79 -80.0%
28 ABLG TRIMTABS ETF TR 206,007 $14.7M 0.39% -1.8M -89.5% $71.14 -54.2%
29 MSFT MICROSOFT CORP Technology 34,134 $12.6M 0.33% $370.17 +10.6%
30 VTV VANGUARD INDEX FDS 59,253 $11.6M 0.31% +497 +0.8% $196.20 +5.3%
31 GSG ISHARES U S ETF TR Financial Services 204,221 $10.3M 0.27% +19K +10.2% $50.34 -32.1%
32 GOOGL ALPHABET INC Communication Services 32,092 $9.2M 0.24% +241 +0.8% $287.56 +39.5%
33 DBEF DBX ETF TR 179,394 $8.9M 0.23% -6K -3.5% $49.40 +4.5%
34 AMZN AMAZON COM INC Consumer Cyclical 41,082 $8.6M 0.23% -824 -2.0% $208.27 +26.8%
35 COST COSTCO WHSL CORP NEW Consumer Defensive 8,465 $8.4M 0.22% -266 -3.0% $996.46 +4.5%
36 CVX CHEVRON CORP NEW Energy 39,891 $8.3M 0.22% -7K -15.5% $206.90 -9.8%
37 J P MORGAN EXCHANGE TRADED F 143,283 $7.3M 0.19% -17K -10.8% $50.98
38 GSG ISHARES TR Financial Services 75,320 $7.0M 0.18% -657K -89.7% $92.74 -63.1%
39 PIMCO ETF TR 133,748 $6.7M 0.18% -4K -2.9% $50.45
40 BLK BLACKROCK ETF TRUST II Financial Services 301,923 $6.6M 0.17% +8K +2.9% $22.02 +4813.3%
41 DTIL PRECISION DRILLING CORP Healthcare 67,254 $6.6M 0.17% -12K -15.0% $98.40 -92.6%
42 GSG ISHARES TR Financial Services 19,456 $6.2M 0.16% +5K +30.6% $318.07 -89.3%
43 AVGO BROADCOM INC Technology 19,358 $6.0M 0.16% +464 +2.5% $309.51 +37.4%
44 AB ACTIVE ETFS INC 236,419 $6.0M 0.16% +115K +95.3% $25.18
45 GSG ISHARES TR Financial Services 67,737 $5.9M 0.15% -2K -3.3% $86.69 -60.6%
46 BRK.A BERKSHIRE HATHAWAY INC DEL Financial Services 11,757 $5.6M 0.15% $479.22 +148121.5%
47 GSG ISHARES TR Financial Services 49,504 $5.6M 0.15% -372 -0.8% $113.11 -69.8%
48 GOOGL ALPHABET INC Communication Services 19,012 $5.5M 0.14% +986 +5.5% $286.87 +39.8%
49 TSLA TESLA INC Consumer Cyclical 14,394 $5.4M 0.14% $371.75 +19.2%
50 SCHG SCHWAB STRATEGIC TR 179,845 $5.2M 0.14% +56K +45.2% $29.13 +17.6%
51 META META PLATFORMS INC Communication Services 8,914 $5.1M 0.13% +248 +2.9% $572.10 +8.1%
52 GSG ISHARES TR Financial Services 27,976 $5.1M 0.13% -7K -21.0% $181.42 -81.2%
53 GSG ISHARES TR Financial Services 23,740 $5.0M 0.13% -316 -1.3% $211.15 -83.8%
54 COP CONOCOPHILLIPS Energy 37,961 $5.0M 0.13% -1K -2.9% $132.00 -9.9%
55 GS GOLDMAN SACHS GROUP INC Financial Services 5,680 $4.8M 0.13% -63 -1.1% $845.98 +14.5%
56 JPM JPMORGAN CHASE & CO Financial Services 15,009 $4.4M 0.12% $294.15 +2.0%
57 PSX PHILLIPS 66 Energy 23,545 $4.3M 0.11% -7K -22.5% $182.18 -5.9%
58 GSG ISHARES TR Financial Services 8,654 $3.7M 0.10% +459 +5.6% $426.38 -92.0%
59 LMT LOCKHEED MARTIN CORP Industrials 5,990 $3.6M 0.10% -84 -1.4% $604.40 -13.9%
60 VONE VANGUARD SCOTTSDALE FDS 38,300 $3.6M 0.09% +12K +45.7% $93.74 +255.2%
61 FDBC FIDELITY COVINGTON TRUST Financial Services 71,561 $3.6M 0.09% +14K +24.9% $50.12 -10.8%
62 GSG ISHARES TR Financial Services 31,696 $3.5M 0.09% +7K +27.2% $111.37 -69.3%
63 TXN TEXAS INSTRS INC Technology 18,042 $3.5M 0.09% -2K -9.8% $194.15 +57.8%
64 JNJ JOHNSON & JOHNSON Healthcare 14,016 $3.4M 0.09% +540 +4.0% $244.44 -5.6%
65 LLY ELI LILLY & CO Healthcare 3,575 $3.3M 0.09% $919.73 +9.5%
66 BP BP PLC Energy 67,754 $3.2M 0.08% +640 +0.9% $47.00 -5.6%
67 WMT WALMART INC Consumer Defensive 25,007 $3.1M 0.08% -1K -4.5% $124.28 +6.6%
68 RTX RAYTHEON TECHNOLOGIES CORP Industrials 15,705 $3.0M 0.08% -3K -15.6% $192.90 -8.9%
69 VTI VANGUARD INDEX FDS 9,234 $3.0M 0.08% +377 +4.3% $320.81 +13.1%
70 GSG ISHARES TR Financial Services 22,428 $2.8M 0.07% -2K -7.0% $124.31 -72.5%
71 GSG ISHARES TR Financial Services 19,207 $2.8M 0.07% -822 -4.1% $144.71 -76.4%
72 V VISA INC Financial Services 8,674 $2.6M 0.07% -667 -7.1% $302.24 +6.7%
73 GSG ISHARES TR Financial Services 26,012 $2.5M 0.07% $97.13 -64.8%
74 LRGF SPDR S&P 500 ETF TR 3,821 $2.5M 0.07% +116 +3.1% $650.36 -88.6%
75 J P MORGAN EXCHANGE TRADED F 33,922 $2.4M 0.06% +10K +40.4% $71.75
76 ISHARES INC 40,014 $2.4M 0.06% +3K +9.3% $60.43
77 BLK BLACKROCK ETF TRUST Financial Services 40,924 $2.4M 0.06% -382 -0.9% $58.18 +1759.6%
78 ABBV ABBVIE INC Healthcare 10,443 $2.3M 0.06% +192 +1.9% $217.49 -3.3%
79 VBR VANGUARD INDEX FDS 10,377 $2.3M 0.06% $217.25 +4.6%
80 XEL XCEL ENERGY INC Utilities 27,628 $2.2M 0.06% +3K +10.7% $79.44 +0.7%
81 AMD ADVANCED MICRO DEVICES INC Technology 10,368 $2.1M 0.06% +697 +7.2% $203.43 +108.5%
82 GSG ISHARES TR Financial Services 9,623 $2.1M 0.05% +65 +0.7% $213.67 -84.0%
83 MA MASTERCARD INCORPORATED Financial Services 4,074 $2.0M 0.05% -316 -7.2% $499.69 -2.0%
84 NFLX NETFLIX INC Communication Services 21,093 $2.0M 0.05% -205 -1.0% $96.15 -9.6%
85 FDBC FIDELITY COVINGTON TRUST Financial Services 27,553 $2.0M 0.05% -8K -22.7% $72.60 -38.4%
86 CAT CATERPILLAR INC Industrials 2,800 $2.0M 0.05% -17 -0.6% $708.43 +25.4%
87 BANK AMERICA CORP 40,091 $2.0M 0.05% -1K -3.0% $48.75
88 GSG ISHARES TR Financial Services 18,849 $1.9M 0.05% -409 -2.1% $100.66 -66.0%
89 PLTR PALANTIR TECHNOLOGIES INC Technology 12,925 $1.9M 0.05% +76 +0.6% $146.28 -8.6%
90 GSG ISHARES TR Financial Services 42,791 $1.9M 0.05% +4K +9.4% $43.70 -21.8%
91 HD HOME DEPOT INC Consumer Cyclical 5,553 $1.8M 0.05% -321 -5.5% $328.87 -7.5%
92 SLB SCHLUMBERGER LTD Energy 34,990 $1.8M 0.05% -415 -1.2% $51.39 +8.5%
93 VG VENTURE GLOBAL INC Energy 108,903 $1.7M 0.04% -149K -57.8% $15.76 -17.4%
94 VZ VERIZON COMMUNICATIONS INC Communication Services 33,269 $1.7M 0.04% +1K +4.2% $50.20 -6.3%
95 GD GENERAL ELECTRIC CO Industrials 5,666 $1.6M 0.04% -178 -3.0% $283.76 +20.0%
96 GSG ISHARES TR Financial Services 32,422 $1.5M 0.04% -1K -4.1% $46.19 -26.0%
97 GSG ISHARES TR Financial Services 28,181 $1.5M 0.04% -1.2M -97.7% $52.56 -34.9%
98 GILD GILEAD SCIENCES INC Healthcare 10,600 $1.5M 0.04% +2K +17.8% $139.37 -5.2%
99 PG PROCTER AND GAMBLE CO Consumer Defensive 10,011 $1.4M 0.04% -295 -2.9% $144.44 -1.2%
100 PANW PALO ALTO NETWORKS INC Technology 8,667 $1.4M 0.04% -283 -3.2% $160.31 +48.6%
101 T AT&T INC Communication Services 46,375 $1.3M 0.04% -1K -2.4% $28.99 -14.9%
102 BFST INTERNATIONAL BUSINESS MACHS Financial Services 5,430 $1.3M 0.04% -273 -4.8% $242.40 -88.9%
103 VEA VANGUARD TAX-MANAGED FDS 20,539 $1.3M 0.04% $64.08 +7.8%
104 GEV GE VERNOVA INC Utilities 1,498 $1.3M 0.03% -38 -2.5% $872.85 +24.9%
105 LRCX LAM RESEARCH CORP Technology 6,073 $1.3M 0.03% +206 +3.5% $213.67 +40.0%
106 TJX COS INC NEW 8,108 $1.3M 0.03% +281 +3.6% $159.69
107 CSCO CISCO SYS INC Technology 16,455 $1.3M 0.03% +2K +13.2% $77.59 +48.9%
108 CCEP COCA COLA CO Consumer Defensive 16,589 $1.3M 0.03% +683 +4.3% $76.05 +17.5%
109 MARA MARATHON PETE CORP Financial Services 5,059 $1.2M 0.03% -300 -5.6% $244.17 -94.6%
110 MU MICRON TECHNOLOGY INC Technology 3,546 $1.2M 0.03% +250 +7.6% $337.80 +129.7%
111 AAOI APPLIED MATLS INC Technology 3,500 $1.2M 0.03% +291 +9.1% $341.80 -44.3%
112 MRK MERCK & CO INC Healthcare 9,783 $1.2M 0.03% +798 +8.9% $120.29 -5.7%
113 ORCL ORACLE CORP Technology 7,897 $1.2M 0.03% -694 -8.1% $147.12 +33.0%
114 IVR INVESCO QQQ TR Real Estate 1,911 $1.1M 0.03% +93 +5.1% $577.21 -98.6%
115 WFC WELLS FARGO CO NEW Financial Services 13,805 $1.1M 0.03% -1K -7.2% $79.61 -7.3%
116 VBK VANGUARD INDEX FDS 3,576 $1.1M 0.03% $302.21 +11.7%
117 PEP PEPSICO INC Consumer Defensive 6,911 $1.1M 0.03% +1K +17.1% $155.30 -4.3%
118 NEE NEXTERA ENERGY INC Utilities 11,050 $1.0M 0.03% +310 +2.9% $92.88 +3.0%
119 LIN LINDE PLC Basic Materials 2,027 $1.0M 0.03% +224 +12.4% $495.64 +3.2%
120 MCD MCDONALDS CORP Consumer Cyclical 3,141 $976K 0.03% +217 +7.4% $310.77 -11.5%
121 C CITIGROUP INC Financial Services 8,606 $976K 0.03% +500 +6.2% $113.41 +8.8%
122 GD GENERAL DYNAMICS CORP Industrials 2,823 $969K 0.03% -554 -16.4% $343.17 -0.7%
123 KLAC KLA CORP Technology 632 $930K 0.02% -37 -5.5% $1471.60 +28.6%
124 PWR QUANTA SVCS INC Industrials 1,688 $927K 0.02% +422 +33.3% $549.01 +42.1%
125 AAL AMERICAN EXPRESS CO Industrials 3,062 $926K 0.02% -21 -0.7% $302.52 -95.9%
126 SPDR SER TR 36,874 $914K 0.02% +5K +16.0% $24.80
127 DISNEY WALT CO 9,301 $896K 0.02% +123 +1.3% $96.38
128 MS MORGAN STANLEY Financial Services 5,348 $880K 0.02% +139 +2.7% $164.57 +18.2%
129 APH AMPHENOL CORP NEW Technology 6,921 $874K 0.02% -376 -5.2% $126.34 -1.1%
130 CRM SALESFORCE INC Technology 4,658 $870K 0.02% +529 +12.8% $186.68 -10.2%
131 PM PHILIP MORRIS INTL INC Consumer Defensive 5,130 $848K 0.02% $165.35 +16.0%
132 SREA SEMPRA Utilities 8,684 $844K 0.02% $97.17 -77.8%
133 ADI ANALOG DEVICES INC Technology 2,615 $832K 0.02% +282 +12.1% $318.14 +31.2%
134 BND VANGUARD BD INDEX FDS 11,280 $831K 0.02% -65 -0.6% $73.64 -1.2%
135 CARR CARRIER GLOBAL CORPORATION Industrials 14,725 $829K 0.02% +698 +5.0% $56.31 +14.8%
136 AMGN AMGEN INC Healthcare 2,300 $809K 0.02% +177 +8.3% $351.78 -7.2%
137 GSG ISHARES TR Financial Services 14,938 $806K 0.02% NEW $53.95 -36.6%
138 GSG ISHARES TR Financial Services 10,709 $796K 0.02% +2K +18.4% $74.35 -54.0%
139 ABT ABBOTT LABS Healthcare 7,706 $791K 0.02% -773 -9.1% $102.67 -17.7%
140 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,336 $790K 0.02% +550 +30.8% $337.99 +23.6%
141 UNH UNITEDHEALTH GROUP INC Healthcare 2,891 $782K 0.02% -168 -5.5% $270.62 +47.5%
142 SBUX STARBUCKS CORP Consumer Cyclical 8,661 $776K 0.02% -116 -1.3% $89.59 +18.8%
143 CBNK CAPITAL ONE FINL CORP Financial Services 4,205 $767K 0.02% +38 +0.9% $182.43 -83.6%
144 UNP UNION PAC CORP Industrials 3,154 $765K 0.02% +144 +4.8% $242.60 +11.0%
145 FICO FAIR ISAAC CORP Technology 707 $755K 0.02% -10 -1.4% $1067.54 +0.9%
146 GSG ISHARES TR Financial Services 6,314 $748K 0.02% -3K -28.9% $118.51 -71.2%
147 ISRG INTUITIVE SURGICAL INC Healthcare 1,609 $742K 0.02% -70 -4.2% $460.99 -7.1%
148 CSGP COSTAR GROUP INC Real Estate 18,124 $731K 0.02% -123 -0.7% $40.34 -21.0%
149 ETN EATON CORP PLC Industrials 2,017 $721K 0.02% +406 +25.2% $357.63 +14.1%
150 UBER UBER TECHNOLOGIES INC Technology 10,027 $721K 0.02% -80 -0.8% $71.93 +3.8%
151 DE DEERE & CO Industrials 1,278 $720K 0.02% +7 +0.6% $563.12 +2.0%
152 SYK STRYKER CORPORATION Healthcare 2,185 $718K 0.02% -236 -9.8% $328.63 -7.0%
153 LOWES COS INC 3,002 $709K 0.02% +65 +2.2% $236.30
154 INTC INTEL CORP Technology 15,869 $700K 0.02% +1K +8.5% $44.13 +162.7%
155 WMB WILLIAMS COS INC Energy 9,555 $695K 0.02% +846 +9.7% $72.78 +6.7%
156 HON HONEYWELL INTL INC Industrials 3,075 $695K 0.02% +548 +21.7% $226.04 -3.7%
157 GSG ISHARES TR Financial Services 8,336 $691K 0.02% +6K +235.3% $82.84 -58.7%
158 WT WISDOMTREE TR Financial Services 13,222 $690K 0.02% NEW $52.15 -62.0%
159 GLD SPDR GOLD TR Financial Services 1,586 $682K 0.02% +47 +3.0% $430.28 -0.7%
160 BLK BLACKROCK INC Financial Services 702 $675K 0.02% -18 -2.5% $961.67 +12.5%
161 NEOS ETF TRUST 11,639 $659K 0.02% NEW $56.63
162 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,998 $653K 0.02% +132 +7.1% $327.00 +8.1%
163 PH PARKER-HANNIFIN CORP Industrials 719 $644K 0.02% +41 +6.0% $895.30 -1.7%
164 PFE PFIZER INC Healthcare 22,503 $632K 0.02% +1K +5.9% $28.08 -8.3%
165 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,199 $619K 0.02% +2K +30.6% $60.65 -6.0%
166 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,257 $618K 0.02% -14 -1.1% $491.58 -8.8%
167 INTU INTUIT Technology 1,421 $614K 0.02% -456 -24.3% $432.41 -12.5%
168 NEM NEWMONT CORP Basic Materials 5,659 $613K 0.02% +213 +3.9% $108.25 +7.5%
169 TMUS T-MOBILE US INC Communication Services 2,912 $612K 0.02% +257 +9.7% $210.03 -10.4%
170 GSG ISHARES TR Financial Services 6,268 $609K 0.02% NEW $97.23 -64.8%
171 S SENTINELONE INC Technology 46,775 $602K 0.02% +1K +3.1% $12.88 +28.2%
172 VYMI VANGUARD WHITEHALL FDS 4,026 $596K 0.02% -439 -9.8% $148.09 -33.6%
173 ASML ASML HOLDING N V Technology 448 $592K 0.02% +4 +0.9% $1320.81 +13.7%
174 GSG ISHARES TR Financial Services 25,821 $592K 0.02% +8K +45.0% $22.91 +49.2%
175 MDT MEDTRONIC PLC Healthcare 6,825 $591K 0.02% -749 -9.9% $86.65 -11.2%
176 SCHWAB CHARLES CORP 6,240 $586K 0.01% +450 +7.8% $93.97
177 MMM 3M CO Industrials 4,024 $584K 0.01% $145.22 -0.1%
178 TT TRANE TECHNOLOGIES PLC Industrials 1,397 $582K 0.01% $416.85 +15.5%
179 BUZZ BOEING CO 2,862 $570K 0.01% +57 +2.0% $199.03 -81.6%
180 OREILLY AUTOMOTIVE INC 6,112 $564K 0.01% +96 +1.6% $92.31
181 CMCSA COMCAST CORP NEW Communication Services 19,316 $555K 0.01% +3K +20.1% $28.71 -13.8%
182 GSG ISHARES TR Financial Services 3,974 $550K 0.01% -66 -1.6% $138.37 -75.3%
183 PNC FINL SVCS GROUP INC 2,611 $543K 0.01% +21 +0.8% $208.11
184 ACN ACCENTURE PLC IRELAND Technology 2,737 $543K 0.01% -251 -8.4% $198.32 -14.9%
185 WELL WELLTOWER INC Real Estate 2,679 $530K 0.01% +19 +0.7% $197.68 +10.2%
186 ANET ARISTA NETWORKS INC Technology 4,281 $526K 0.01% +226 +5.6% $122.78 +15.6%
187 MGK VANGUARD WORLD FD 1,426 $524K 0.01% $367.48 -75.9%
188 FDX FEDEX CORP Industrials 1,470 $524K 0.01% +64 +4.5% $356.16 +6.7%
189 JANUS DETROIT STR TR 10,364 $522K 0.01% +4K +75.1% $50.37
190 SPGI S&P GLOBAL INC Financial Services 1,204 $512K 0.01% -217 -15.3% $425.16 -5.0%
191 GSG ISHARES TR Financial Services 4,317 $511K 0.01% -241 -5.3% $118.45 -71.1%
192 CVS CVS HEALTH CORP Healthcare 7,107 $510K 0.01% -290 -3.9% $71.82 +35.3%
193 DUK DUKE ENERGY CORP NEW Utilities 3,873 $507K 0.01% -193 -4.8% $130.94 -5.1%
194 CME CME GROUP INC Financial Services 1,688 $499K 0.01% -59 -3.4% $295.41 +1.2%
195 OTIS OTIS WORLDWIDE CORP Industrials 6,445 $497K 0.01% +887 +16.0% $77.08 -5.2%
196 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,437 $495K 0.01% -517 -17.5% $203.15 +5.6%
197 HCA HCA HEALTHCARE INC Healthcare 1,043 $494K 0.01% +7 +0.7% $473.17 -8.6%
198 GSG ISHARES TR Financial Services 2,565 $492K 0.01% $191.77 -82.2%
199 HWM HOWMET AEROSPACE INC Industrials 2,126 $490K 0.01% +92 +4.5% $230.50 +18.2%
200 GSG ISHARES TR Financial Services 5,627 $488K 0.01% +3K +91.9% $86.65 -60.5%
201 CRWD CROWDSTRIKE HLDGS INC Technology 1,241 $485K 0.01% +82 +7.1% $390.47 +48.5%
202 SHEL SHELL PLC Energy 5,176 $481K 0.01% -3K -32.9% $93.00 -9.1%
203 WM WASTE MGMT INC DEL Industrials 2,065 $474K 0.01% -305 -12.9% $229.76 -4.8%
204 MO ALTRIA GROUP INC Consumer Defensive 7,170 $473K 0.01% +89 +1.3% $65.99 +9.7%
205 BKNG BOOKING HOLDINGS INC Consumer Cyclical 112 $470K 0.01% -26 -18.8% $4193.29 -96.3%
206 PLD PROLOGIS INC. Real Estate 3,530 $467K 0.01% +736 +26.3% $132.17 +7.9%
207 CB CHUBB LIMITED Financial Services 1,416 $462K 0.01% -35 -2.4% $325.98 -0.6%
208 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,336 $461K 0.01% -100 -7.0% $345.10 -10.9%
209 MRSH MARSH & MCLENNAN COS INC Financial Services 2,630 $456K 0.01% +34 +1.3% $173.43 -7.7%
210 KR KROGER CO Consumer Defensive 6,296 $456K 0.01% -590 -8.6% $72.36 -7.7%
211 VRT VERTIV HOLDINGS CO Industrials 1,813 $454K 0.01% +45 +2.5% $250.62 +50.1%
212 ED CONSOLIDATED EDISON INC Utilities 3,998 $452K 0.01% +45 +1.1% $113.17 -5.3%
213 CL COLGATE PALMOLIVE CO Consumer Defensive 5,298 $452K 0.01% +2K +67.7% $85.23 +3.4%
214 WBD WARNER BROS DISCOVERY INC Communication Services 16,179 $444K 0.01% -3K -15.6% $27.46 -1.2%
215 VERX VERTEX PHARMACEUTICALS INC Technology 995 $444K 0.01% +81 +8.9% $446.39 -97.2%
216 VTWO VANGUARD SCOTTSDALE FDS 4,421 $443K 0.01% NEW $100.17 +12.0%
217 BANK NEW YORK MELLON CORP 3,731 $443K 0.01% +130 +3.6% $118.62
218 FCX FREEPORT-MCMORAN INC Basic Materials 7,484 $440K 0.01% -526 -6.6% $58.78 +12.5%
219 VLO VALERO ENERGY CORP Energy 1,774 $438K 0.01% -58 -3.2% $247.01 -0.9%
220 AB ACTIVE ETFS INC 9,927 $435K 0.01% NEW $43.82
221 TRV TRAVELERS COMPANIES INC Financial Services 1,491 $435K 0.01% -58 -3.7% $291.74 +2.2%
222 ROST ROSS STORES INC Consumer Cyclical 2,007 $435K 0.01% +82 +4.3% $216.63 -1.6%
223 QQQI NEOS ETF TRUST 8,698 $432K 0.01% NEW $49.69 +13.5%
224 GSG ISHARES GOLD TR Financial Services 4,840 $427K 0.01% -677 -12.3% $88.16 -61.2%
225 NOC NORTHROP GRUMMAN CORP Industrials 625 $426K 0.01% -185 -22.8% $681.98 -19.6%
226 GSG ISHARES TR Financial Services 6,079 $426K 0.01% NEW $70.03 -51.2%
227 KMI KINDER MORGAN INC DEL Energy 12,558 $421K 0.01% +561 +4.7% $33.53 -0.4%
228 MCK MCKESSON CORP Healthcare 485 $420K 0.01% +7 +1.5% $865.43 -13.7%
229 GSG ISHARES TR Financial Services 1,331 $418K 0.01% $313.81 -89.1%
230 QCOM QUALCOMM INC Technology 3,203 $412K 0.01% -723 -18.4% $128.77 +55.4%
231 UL UNILEVER PLC Consumer Defensive 7,203 $410K 0.01% $56.97 +0.6%
232 CDNS CADENCE DESIGN SYSTEM INC Technology 1,441 $401K 0.01% -30 -2.0% $277.93 +24.9%
233 VOOG VANGUARD ADMIRAL FDS INC 978 $399K 0.01% +91 +10.3% $407.51 -79.8%
234 PGR PROGRESSIVE CORP Financial Services 1,991 $395K 0.01% +12 +0.6% $198.24 -1.2%
235 AAL AMERICAN ELEC PWR CO INC Industrials 2,976 $390K 0.01% -226 -7.1% $131.09 -90.6%
236 USB US BANCORP DEL Financial Services 7,487 $389K 0.01% +505 +7.2% $52.01 +2.7%
237 ALB ALBEMARLE CORP Basic Materials 2,167 $389K 0.01% -996 -31.5% $179.51 +0.5%
238 D DOMINION ENERGY INC Utilities 6,292 $389K 0.01% +71 +1.1% $61.82 +1.9%
239 GD GENERAL MTRS CO Industrials 5,208 $388K 0.01% +62 +1.2% $74.49 +357.2%
240 EMR EMERSON ELEC CO Industrials 2,955 $387K 0.01% +109 +3.8% $131.04 +5.2%
241 SOJF SOUTHERN CO Utilities 3,988 $385K 0.01% -24 -0.6% $96.51 -73.6%
242 TEL TE CONNECTIVITY PLC Technology 1,833 $383K 0.01% $208.98 -1.1%
243 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,428 $382K 0.01% +315 +14.9% $157.29 -1.0%
244 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,387 $382K 0.01% +13 +0.9% $275.11 -3.5%
245 MELI MERCADOLIBRE INC Consumer Cyclical 220 $381K 0.01% -70 -24.1% $1732.45 -7.2%
246 MSI MOTOROLA SOLUTIONS INC Technology 875 $380K 0.01% -22 -2.5% $434.21 -8.0%
247 NOW SERVICENOW INC Technology 3,623 $379K 0.01% -75 -2.0% $104.55 -13.4%
248 BX BLACKSTONE INC Financial Services 3,219 $370K 0.01% +387 +13.7% $114.98 +2.5%
249 GSG ISHARES TR Financial Services 6,740 $359K 0.01% -1K -15.9% $53.22 -35.8%
250 MSTR STRATEGY INC Technology 2,868 $358K 0.01% NEW $124.79 +49.8%
251 BLK BLACKROCK ETF TRUST II Financial Services 7,125 $358K 0.01% -2K -22.6% $50.19 +2055.6%
252 GALLAGHER ARTHUR J & CO 1,649 $357K 0.01% -273 -14.2% $216.60
253 ONEOK INC NEW 3,950 $357K 0.01% +399 +11.2% $90.39
254 CHRW C H ROBINSON WORLDWIDE INC Industrials 2,147 $356K 0.01% -326 -13.2% $166.04 -1.5%
255 APP APPLOVIN CORP Technology 895 $356K 0.01% +30 +3.5% $398.10 +25.8%
256 CTVA CORTEVA INC Basic Materials 4,223 $354K 0.01% +554 +15.1% $83.71 -0.5%
257 JNK SPDR SER TR 3,684 $353K 0.01% -598 -14.0% $95.72 +0.0%
258 NDAQ NASDAQ INC Financial Services 4,131 $351K 0.01% -569 -12.1% $84.89 +7.1%
259 SIMON PPTY GROUP INC NEW 1,878 $350K 0.01% +81 +4.5% $186.52
260 XLV SELECT SECTOR SPDR TR 2,369 $347K 0.01% -145 -5.8% $146.63 -1.0%
261 NKE NIKE INC Consumer Cyclical 6,467 $342K 0.01% -2K -22.4% $52.82 -20.4%
262 APD AIR PRODS & CHEMS INC Basic Materials 1,162 $338K 0.01% +55 +5.0% $290.49 +1.7%
263 VWO VANGUARD INTL EQUITY INDEX F 6,126 $331K 0.01% -62 -1.0% $54.05 +8.1%
264 JCI JOHNSON CTLS INTL PLC Industrials 2,518 $330K 0.01% +230 +10.1% $130.95 +9.8%
265 AZN ASTRAZENECA PLC Healthcare 1,671 $330K 0.01% NEW $197.27 -8.0%
266 TFC TRUIST FINL CORP Financial Services 7,109 $327K 0.01% +569 +8.7% $45.97 +2.5%
267 CSX CSX CORP Industrials 7,832 $322K 0.01% +477 +6.5% $41.05 +11.9%
268 AAL AMERICAN TOWER CORP NEW Industrials 1,862 $321K 0.01% +284 +18.0% $172.54 -92.9%
269 VNQ VANGUARD INDEX FDS 3,594 $319K 0.01% -677 -15.8% $88.70 +5.8%
270 SNDK SANDISK CORP Technology 499 $317K 0.01% NEW $634.86 +117.8%
271 SCHA SCHWAB STRATEGIC TR 10,844 $315K 0.01% $29.08 +12.0%
272 CEG CONSTELLATION ENERGY CORP Utilities 1,126 $314K 0.01% -77 -6.4% $279.29 -4.3%
273 SHW SHERWIN WILLIAMS CO Basic Materials 976 $313K 0.01% -50 -4.9% $320.49 -3.5%
274 ITW ILLINOIS TOOL WKS INC Industrials 1,197 $312K 0.01% +152 +14.6% $260.24 -3.6%
275 AZO AUTOZONE INC Consumer Cyclical 92 $310K 0.01% +1 +1.1% $3373.74 -1.6%
276 APO APOLLO GLOBAL MGMT INC Financial Services 2,783 $310K 0.01% +306 +12.3% $111.43 +21.5%
277 BSX BOSTON SCIENTIFIC CORP Healthcare 4,929 $309K 0.01% -966 -16.4% $62.75 -16.0%
278 MTB M & T BK CORP Financial Services 1,496 $309K 0.01% +184 +14.0% $206.73 -0.5%
279 ADBE ADOBE INC Technology 1,268 $308K 0.01% -31 -2.4% $243.14 +1.8%
280 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,013 $308K 0.01% -20 -1.9% $303.98 +4.1%
281 MRVL MARVELL TECHNOLOGY INC Technology 3,095 $307K 0.01% NEW $99.04 +84.3%
282 AFL AFLAC INC Financial Services 2,793 $306K 0.01% $109.70 +6.5%
283 BIV VANGUARD BD INDEX FDS 3,951 $305K 0.01% -32 -0.8% $77.17 -1.4%
284 GBUG SPROTT ASSET MANAGEMENT LP Financial Services 8,595 $305K 0.01% NEW $35.44 +25.3%
285 ECL ECOLAB INC Basic Materials 1,144 $304K 0.01% +80 +7.5% $266.11 -6.5%
286 MCO MOODYS CORP Financial Services 692 $302K 0.01% +5 +0.7% $436.13 -0.8%
287 CTAS CINTAS CORP Industrials 1,783 $302K 0.01% +81 +4.8% $169.16 -1.9%
288 GSG ISHARES TR Financial Services 1,378 $301K 0.01% +150 +12.2% $218.77 -84.4%
289 PSA PUBLIC STORAGE Real Estate 1,107 $300K 0.01% +154 +16.2% $270.88 +11.9%
290 BDX BECTON DICKINSON & CO Healthcare 1,892 $297K 0.01% +43 +2.3% $157.23 -8.8%
291 IVR INVESCO EXCHANGE TRADED FD T Real Estate 1,545 $297K 0.01% +47 +3.1% $191.92 -95.8%
292 NVO NOVO-NORDISK A S Healthcare 7,996 $294K 0.01% -1K -12.0% $36.75 +24.6%
293 LDOS LEIDOS HOLDINGS INC Technology 1,889 $294K 0.01% +240 +14.6% $155.48 -19.2%
294 FDBC FIDELITY COVINGTON TRUST Financial Services 5,305 $293K 0.01% NEW $55.24 -19.1%
295 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 745 $292K 0.01% NEW $391.88 +105.4%
296 SHM SPDR SER TR 6,075 $291K 0.01% -348 -5.4% $47.83 -0.3%
297 FAST FASTENAL CO Industrials 6,222 $289K 0.01% +208 +3.5% $46.40 -5.2%
298 VDE VANGUARD WORLD FD 1,658 $287K 0.01% NEW $173.04 -2.7%
299 GSG ISHARES SILVER TR Financial Services 4,208 $287K 0.01% NEW $68.15 -49.8%
300 GLW CORNING INC Technology 2,106 $286K 0.01% NEW $135.99 +53.2%
301 VGT VANGUARD WORLD FD 409 $285K 0.01% -35 -7.9% $697.72 -83.8%
302 URI UNITED RENTALS INC Industrials 390 $284K 0.01% -10 -2.5% $728.54 +33.5%
303 VONG VANGUARD SCOTTSDALE FDS 2,582 $283K 0.01% +138 +5.7% $109.69 +16.7%
304 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,439 $281K 0.01% +110 +8.3% $195.38 +1.8%
305 MET METLIFE INC Financial Services 3,949 $279K 0.01% -395 -9.1% $70.72 +12.0%
306 SCHF SCHWAB STRATEGIC TR 11,265 $279K 0.01% $24.75 +7.9%
307 BKR BAKER HUGHES COMPANY Energy 4,542 $277K 0.01% NEW $61.05 +5.0%
308 GSG ISHARES TR Financial Services 1,946 $277K 0.01% $142.42 -76.0%
309 EQIX EQUINIX INC Real Estate 279 $273K 0.01% NEW $980.24 +10.1%
310 VMC VULCAN MATLS CO Basic Materials 995 $271K 0.01% +46 +4.8% $272.39 +1.0%
311 NET CLOUDFLARE INC Technology 1,312 $271K 0.01% +82 +6.7% $206.41 -3.2%
312 TGT TARGET CORP Consumer Defensive 2,228 $270K 0.01% NEW $121.22 +1.5%
313 CMI CUMMINS INC Industrials 501 $269K 0.01% +45 +9.9% $537.51 +33.3%
314 DHR DANAHER CORPORATION Healthcare 1,410 $267K 0.01% -362 -20.4% $189.58 -13.2%
315 RBCAA REPUBLIC SVCS INC Financial Services 1,218 $267K 0.01% -25 -2.0% $219.03 -65.0%
316 NSC NORFOLK SOUTHN CORP Industrials 927 $266K 0.01% +63 +7.3% $287.14 +10.6%
317 SCHX SCHWAB STRATEGIC TR 10,296 $264K 0.01% $25.64 +13.3%
318 ALL ALLSTATE CORP Financial Services 1,270 $263K 0.01% $207.34 +4.8%
319 ABLD ABACUS FCF ETF TR 8,365 $261K 0.01% NEW $31.23 +0.1%
320 VIGI VANGUARD SPECIALIZED FUNDS 1,212 $261K 0.01% +22 +1.9% $215.06 -57.2%
321 HOOD ROBINHOOD MKTS INC Financial Services 3,759 $261K 0.01% +190 +5.3% $69.31 +16.4%
322 SNOW SNOWFLAKE INC Technology 1,722 $260K 0.01% -97 -5.3% $150.78 -0.0%
323 EMP ENTERGY CORP NEW Utilities 2,309 $259K 0.01% +142 +6.5% $112.38 -81.6%
324 DELL DELL TECHNOLOGIES INC Technology 1,572 $258K 0.01% NEW $164.16 +51.0%
325 KEYS KEYSIGHT TECHNOLOGIES INC Technology 905 $256K 0.01% NEW $282.49 +28.0%
326 GSG ISHARES TR Financial Services 2,294 $250K 0.01% -886 -27.9% $109.00 -68.6%
327 J P MORGAN EXCHANGE TRADED F 3,271 $248K 0.01% +99 +3.1% $75.74
328 EOG RES INC 1,711 $247K 0.01% NEW $144.54
329 AAL AMERICAN INTL GROUP INC Industrials 3,257 $245K 0.01% -20 -0.6% $75.25 -83.6%
330 UPS UNITED PARCEL SERVICE INC Industrials 2,482 $244K 0.01% +290 +13.2% $98.39 +0.0%
331 ADSK AUTODESK INC Technology 1,018 $244K 0.01% -54 -5.0% $239.30 -1.1%
332 NVS NOVARTIS AG Healthcare 1,583 $242K 0.01% NEW $152.73 -1.9%
333 FORD MTR CO 20,878 $241K 0.01% -2K -10.3% $11.54
334 EBAY EBAY INC. Consumer Cyclical 2,645 $241K 0.01% +87 +3.4% $91.03 +24.4%
335 DHI D R HORTON INC Consumer Cyclical 1,744 $239K 0.01% +56 +3.3% $137.24 +1.5%
336 GRMN GARMIN LTD Technology 1,012 $235K 0.01% NEW $232.07 +1.0%
337 FTNT FORTINET INC Technology 2,855 $233K 0.01% NEW $81.72 +49.1%
338 O REALTY INCOME CORP Real Estate 3,803 $233K 0.01% NEW $61.18 +1.3%
339 SHBI SHORE BANCSHARES INC Financial Services 12,262 $229K 0.01% NEW $18.68 +4.1%
340 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,802 $226K 0.01% NEW $125.46 +5.7%
341 SCHD SCHWAB STRATEGIC TR 7,369 $226K 0.01% -462 -5.9% $30.68 +3.4%
342 FANG DIAMONDBACK ENERGY INC Energy 1,127 $223K 0.01% NEW $197.71 +1.3%
343 UAC UNITED AIRLS HLDGS INC Financial Services 2,417 $222K 0.01% +265 +12.3% $92.05 -89.2%
344 ARES ARES MANAGEMENT CORPORATION Financial Services 1,983 $216K 0.01% -398 -16.7% $109.12 +13.1%
345 ABNB AIRBNB INC Consumer Cyclical 1,708 $216K 0.01% NEW $126.26 +5.2%
346 FITBI FIFTH THIRD BANCORP Financial Services 4,637 $215K 0.01% NEW $46.46 -45.2%
347 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 3,787 $215K 0.01% -118 -3.0% $56.77 -9.0%
348 AME AMETEK INC Industrials 997 $214K 0.01% -95 -8.7% $214.26 +6.4%
349 KKRT KKR & CO INC Financial Services 2,260 $209K 0.01% -520 -18.7% $92.50 -72.7%
350 PIMCO ETF TR 2,255 $208K 0.01% NEW $92.28
351 AMP AMERIPRISE FINL INC Financial Services 468 $208K 0.01% +6 +1.3% $444.40 +5.8%
352 VHT VANGUARD WORLD FD 757 $206K 0.01% $272.42 -0.7%
353 GSG ISHARES TR Financial Services 4,650 $206K 0.01% $44.33 -22.9%
354 DASH DOORDASH INC Communication Services 1,368 $205K 0.01% -93 -6.4% $150.15 +2.4%
355 VOOV VANGUARD ADMIRAL FDS INC 1,006 $205K 0.01% $203.79 +5.9%
356 APPS DIGITAL RLTY TR INC Technology 1,137 $205K 0.01% NEW $180.17 -97.7%
357 ROP ROPER TECHNOLOGIES INC Industrials 578 $204K 0.01% -84 -12.7% $353.58 -10.1%
358 UNM UNUM GROUP Financial Services 2,791 $204K 0.01% NEW $73.03 +10.8%
359 PRU PRUDENTIAL FINL INC Financial Services 2,069 $202K 0.01% -38 -1.8% $97.69 +5.6%
360 BIIB BIOGEN INC Healthcare 1,097 $201K 0.01% NEW $183.29 +5.3%
361 MPWR MONOLITHIC PWR SYS INC Technology 184 $201K 0.01% NEW $1091.80 +47.8%
362 VFQY VANGUARD WELLINGTON FD 1,343 $200K 0.01% $149.23 +6.2%
363 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 3,263 $200K 0.01% -198 -5.7% $61.35 -24.9%
364 PTEN PATTERSON-UTI ENERGY INC Energy 15,383 $167K 0.00% +127 +0.8% $10.83 +11.9%
365 HLN HALEON PLC Healthcare 16,407 $164K 0.00% +1K +7.9% $10.01 -11.0%
366 LAR LITHIUM ARGENTINA AG Basic Materials 24,350 $163K 0.00% +850 +3.6% $6.68 +52.5%
367 INFOSYS LTD 11,693 $158K 0.00% NEW $13.51
368 WAL WESTERN UN CO Financial Services 13,464 $118K 0.00% NEW $8.73 +769.8%
369 ANGI ANGI INC Communication Services 12,123 $83K 0.00% NEW $6.85 -27.3%
370 OSG OCTAVE SPECIALTY GROUP INC Financial Services 16,896 $79K 0.00% NEW $4.65 +22.4%
371 RWTQ REDWOOD TRUST INC Financial Services 13,558 $76K 0.00% NEW $5.61 +352.4%
372 KREF KKR REAL ESTATE FIN TR INC Real Estate 11,723 $72K 0.00% NEW $6.12 +6.0%
373 LAC LITHIUM AMERS CORP NEW Basic Materials 17,000 $67K 0.00% -55K -76.5% $3.95 +30.1%
374 AH RLTY TR INC 11,145 $61K 0.00% NEW $5.50
375 NB NIOCORP DEVS LTD Basic Materials 13,469 $60K 0.00% $4.46 +31.4%
376 PROP PRAIRIE OPER CO Financial Services 13,700 $28K 0.00% $2.03 -57.9%
377 SGMO SANGAMO THERAPEUTICS INC Healthcare 34,999 $9K $0.25 -45.3%

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 87.6%
Energy 4.0%
Technology 3.3%
Communication Services 1.0%
Healthcare 1.0%
Industrials 1.0%
Consumer Cyclical 0.8%
Consumer Defensive 0.7%
Utilities 0.3%
Basic Materials 0.2%