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GLOBALT Investments LLC / GA

· CIK 0002011891
13F Portfolio $2.7B AUM 204 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 906,369.0 $429.0M 15.66% -7K -0.8% $473.30 -73.7%
2 IWD ISHARES TR 1,686,679.0 $354.8M 12.95% -17K -1.0% $210.34 +10.4%
3 SPDR Portfolio Intermediate Te 5,621,794.0 $162.1M 5.92% +33K +0.6% $28.84
4 SPDR Portfolio Long Term Trea 5,076,403.0 $134.4M 4.91% -163K -3.1% $26.47
5 SPDR Portfolio Short Term Trea 4,438,690.0 $130.0M 4.74% $29.28
6 GLD SPDR Gold Shares Financial Services 210,630.0 $83.5M 3.05% -93K -30.5% $396.31 +7.8%
7 The Utilities Select Sector SP 1,675,946.0 $71.5M 2.61% +1.3M +297.4% $42.69
8 iShares iBonds Dec 2027 Term T 2,829,992.0 $63.6M 2.32% $22.47
9 GDX VanEck Gold Miners ETF 707,035.0 $60.6M 2.21% -374K -34.6% $85.77 +1.8%
10 IWM ISHARES TR 245,055.0 $60.3M 2.20% $246.16 +12.8%
11 SLV iShares Silver Trust Financial Services 887,771.0 $57.2M 2.09% $64.42 +7.2%
12 iShares iBonds Dec 2033 Term T 2,264,703.0 $55.6M 2.03% $24.55
13 VIGI VANGUARD SPECIALIZED FUNDS 240,847.0 $52.9M 1.93% -2K -0.9% $219.78 -58.1%
14 IWP ISHARES TR 380,024.0 $52.0M 1.90% -4K -1.0% $136.94 -0.6%
15 CWI SPDR MSCI ACWI ex-US ETF 1,412,173.0 $50.7M 1.85% $35.92 +9.6%
16 SPTB SPDR Portfolio Treasury ETF 1,560,315.0 $47.5M 1.73% $30.43 -2.1%
17 MSFT MICROSOFT CORP Technology 70,546.0 $34.1M 1.25% -2K -2.8% $483.62 -15.3%
18 IWS ISHARES TR 235,182.0 $33.2M 1.21% -3K -1.4% $141.05 +10.2%
19 AAPL APPLE INC Technology 121,708.0 $33.1M 1.21% -4K -3.2% $271.86 +10.4%
20 Vanguard Intmdt-Term Trs ETF 535,142.0 $32.1M 1.17% -4K -0.8% $59.93
21 AVGO Broadcom Inc Technology 87,741.0 $30.4M 1.11% -3K -2.8% $346.10 +22.9%
22 Alphabet Inc A 95,806.0 $30.0M 1.09% +8K +9.6% $313.00
23 NVDA NVIDIA Corp Technology 140,062.0 $26.1M 0.95% -8K -5.3% $186.50 +26.4%
24 VWO VANGUARD INTL EQUITY INDEX F 482,448.0 $25.9M 0.95% $53.76 +8.7%
25 AMZN AMAZON COM INC Consumer Cyclical 100,849.0 $23.3M 0.85% +16K +18.4% $230.82 +14.4%
26 JPM JPMorgan Chase & Co Financial Services 68,004.0 $21.9M 0.80% -2K -3.1% $322.22 -6.9%
27 LLY ELI LILLY & CO Healthcare 14,421.0 $15.5M 0.57% +2K +13.9% $1074.70 -6.3%
28 META Meta Platforms Inc Cl A Communication Services 19,866.0 $13.1M 0.48% -657.0 -3.2% $660.09 -6.3%
29 BAC BANK AMERICA CORP Financial Services 235,767.0 $13.0M 0.47% +19K +8.9% $55.00 -9.5%
30 TJX TJX COS INC NEW Consumer Cyclical 84,389.0 $13.0M 0.47% +3K +3.1% $153.61 -4.1%
31 EFA ISHARES TR 133,856.0 $12.9M 0.47% $96.03 +5.9%
32 JNJ JOHNSON & JOHNSON Healthcare 54,786.0 $11.3M 0.41% -776.0 -1.4% $206.95 +11.5%
33 MU MICRON TECHNOLOGY INC Technology 39,663.0 $11.3M 0.41% -14K -25.5% $285.41 +171.9%
34 WMT WALMART INC Consumer Defensive 101,415.0 $11.3M 0.41% -3K -2.7% $111.41 +18.9%
35 WFC WELLS FARGO CO NEW Financial Services 120,566.0 $11.2M 0.41% -2K -1.9% $93.20 -20.8%
36 MS MORGAN STANLEY Financial Services 61,139.0 $10.9M 0.40% -2K -2.5% $177.53 +9.6%
37 EEM ISHARES TR 190,315.0 $10.4M 0.38% $54.71 +18.9%
38 T AT&T Inc Communication Services 369,743.0 $9.2M 0.34% -14K -3.7% $24.84 -0.7%
39 XOM Exxon Mobil Corp Energy 74,555.0 $9.0M 0.33% +31K +69.7% $120.34 +27.0%
40 ETN Eaton Corp PLC Industrials 27,689.0 $8.8M 0.32% -838.0 -2.9% $318.51 +28.1%
41 ABT ABBOTT LABS Healthcare 69,696.0 $8.7M 0.32% -2K -3.3% $125.29 -32.6%
42 AMGN AMGEN INC Healthcare 25,923.0 $8.5M 0.31% +5K +25.4% $327.31 -0.3%
43 EMR EMERSON ELEC CO Industrials 63,902.0 $8.5M 0.31% -1K -2.2% $132.72 +3.9%
44 ENB Enbridge Inc Energy 175,797.0 $8.4M 0.31% -4K -2.1% $47.83 +17.5%
45 ACWX ISHARES TR 125,055.0 $8.4M 0.31% $67.13 +9.8%
46 WM Waste Management Inc Industrials 38,162.0 $8.4M 0.31% -1K -2.7% $219.71 -0.4%
47 C CITIGROUP INC Financial Services 67,438.0 $7.9M 0.29% -3K -3.6% $116.69 +5.8%
48 KO COCA COLA CO Consumer Defensive 111,928.0 $7.8M 0.29% -3K -2.2% $69.91 +15.1%
49 ADI ANALOG DEVICES INC Technology 28,632.0 $7.8M 0.28% -395.0 -1.4% $271.20 +53.9%
50 DUK Duke Energy Corp Utilities 65,495.0 $7.7M 0.28% +8K +14.2% $117.21 +6.1%
51 GLW CORNING INC Technology 84,587.0 $7.4M 0.27% -3K -3.2% $87.56 +137.9%
52 TLT ISHARES TR 84,419.0 $7.4M 0.27% +31K +56.7% $87.16 -4.0%
53 Mastercard Inc A 12,523.0 $7.1M 0.26% -352.0 -2.7% $570.86
54 GILD GILEAD SCIENCES INC Healthcare 55,496.0 $6.8M 0.25% +7K +14.6% $122.74 +7.6%
55 UNP UNION PAC CORP Industrials 27,784.0 $6.4M 0.23% -649.0 -2.3% $231.32 +16.4%
56 V Visa Inc Class A Financial Services 18,228.0 $6.4M 0.23% -711.0 -3.8% $350.71 -8.0%
57 SOJF SOUTHERN CO Utilities 72,003.0 $6.3M 0.23% -3K -4.1% $87.20 -70.7%
58 MRK Merck & Co Inc Healthcare 59,417.0 $6.3M 0.23% -998.0 -1.6% $105.26 +7.7%
59 VZ Verizon Communications Inc Communication Services 152,465.0 $6.2M 0.23% -5K -3.3% $40.73 +15.5%
60 CVX CHEVRON CORP NEW Energy 40,366.0 $6.2M 0.23% -1K -3.4% $152.41 +22.5%
61 ADP AUTOMATIC DATA PROCESSING IN Industrials 23,743.0 $6.1M 0.22% -520.0 -2.1% $257.23 -16.6%
62 IWX ISHARES TR 65,160.0 $6.0M 0.22% -1K -2.2% $91.86 +10.4%
63 AZN ASTRAZENECA PLC Healthcare 62,411.0 $5.7M 0.21% -2K -2.6% $91.93 +97.5%
64 NEE NextEra Energy Inc Utilities 71,137.0 $5.7M 0.21% +7K +11.3% $80.28 +19.2%
65 ABBV AbbVie Inc Healthcare 24,946.0 $5.7M 0.21% -859.0 -3.3% $228.49 -7.9%
66 CTAS CINTAS CORP Industrials 30,163.0 $5.7M 0.21% -692.0 -2.2% $188.07 -11.8%
67 TXN TEXAS INSTRS INC Technology 31,570.0 $5.5M 0.20% -1K -3.5% $173.49 +76.6%
68 ANET ARISTA NETWORKS INC Technology 41,620.0 $5.5M 0.20% -1K -2.7% $131.03 +8.3%
69 IBM INTERNATIONAL BUSINESS MACHS Technology 18,288.0 $5.4M 0.20% +3K +19.1% $296.21 -26.3%
70 PG PROCTER AND GAMBLE CO Consumer Defensive 37,188.0 $5.3M 0.20% -2K -5.5% $143.31 -0.4%
71 TSLA Tesla Inc Consumer Cyclical 11,104.0 $5.0M 0.18% -161.0 -1.4% $449.72 -1.4%
72 KR KROGER CO Consumer Defensive 78,853.0 $4.9M 0.18% -4K -4.5% $62.48 +6.9%
73 LMT LOCKHEED MARTIN CORP Industrials 10,178.0 $4.9M 0.18% -281.0 -2.7% $483.65 +7.6%
74 DAL DELTA AIR LINES INC DEL Industrials 69,660.0 $4.8M 0.18% -1K -2.0% $69.40 +3.1%
75 PLTR Palantir Technologies Inc Cl A Technology 27,196.0 $4.8M 0.18% -298.0 -1.1% $177.75 -24.8%
76 Dell Technologies Inc Cl C 37,824.0 $4.8M 0.17% -839.0 -2.2% $125.88
77 GPC GENUINE PARTS CO Consumer Cyclical 37,091.0 $4.6M 0.17% -849.0 -2.2% $122.96 -21.0%
78 VIRT VIRTU FINL INC Financial Services 133,850.0 $4.5M 0.16% -10K -7.2% $33.32 +65.0%
79 NFLX Netflix Inc Communication Services 47,330.0 $4.4M 0.16% +42K +832.6% $93.76 -7.3%
80 TRV Travelers Companies Inc Financial Services 15,162.0 $4.4M 0.16% -481.0 -3.1% $290.06 +2.8%
81 NEM NEWMONT CORP Basic Materials 43,873.0 $4.4M 0.16% -2K -3.5% $99.85 +16.5%
82 TKO TKO Group Holdings Inc Cl A Communication Services 20,933.0 $4.4M 0.16% -493.0 -2.3% $209.00 -7.9%
83 PM PHILIP MORRIS INTL INC Consumer Defensive 27,153.0 $4.4M 0.16% -1K -4.4% $160.40 +19.6%
84 ISRG Intuitive Surgical Inc Healthcare 7,489.0 $4.2M 0.15% -278.0 -3.6% $566.36 -24.4%
85 KLAC KLA CORP Technology 3,487.0 $4.2M 0.15% +266.0 +8.3% $1215.08 +55.8%
86 UBER Uber Technologies Inc Technology 48,323.0 $3.9M 0.14% -2K -3.8% $81.71 -8.6%
87 ECL ECOLAB INC Basic Materials 14,022.0 $3.7M 0.13% -773.0 -5.2% $262.52 -5.2%
88 MO Altria Group Inc Consumer Defensive 63,700.0 $3.7M 0.13% -2K -2.8% $57.66 +25.6%
89 HPQ HP Inc Technology 161,343.0 $3.6M 0.13% -7K -4.0% $22.28 -6.8%
90 HD HOME DEPOT INC Consumer Cyclical 9,957.0 $3.4M 0.12% -158.0 -1.6% $344.10 -11.6%
91 MDLZ MONDELEZ INTL INC Consumer Defensive 63,144.0 $3.4M 0.12% -2K -3.0% $53.83 +13.3%
92 ORCL Oracle Corp Technology 17,387.0 $3.4M 0.12% -693.0 -3.8% $194.91 +0.4%
93 IOO ISHARES TR 26,355.0 $3.3M 0.12% $126.67 +11.1%
94 SYK STRYKER CORPORATION Healthcare 9,397.0 $3.3M 0.12% -9K -47.8% $351.47 -13.1%
95 APP Applovin Corp Cl A Technology 4,857.0 $3.3M 0.12% -444.0 -8.4% $673.82 -25.6%
96 MCD MCDONALDS CORP Consumer Cyclical 9,757.0 $3.0M 0.11% -330.0 -3.3% $305.62 -10.0%
97 HAS HASBRO INC Consumer Cyclical 35,567.0 $2.9M 0.11% NEW $82.00 +16.6%
98 CMI CUMMINS INC Industrials 5,701.0 $2.9M 0.11% NEW $510.45 +40.4%
99 ORLY O'Reilly Automotive Inc Consumer Cyclical 31,514.0 $2.9M 0.10% -1K -3.7% $91.21 -1.7%
100 MSI MOTOROLA SOLUTIONS INC Technology 7,431.0 $2.8M 0.10% -8K -51.1% $383.32 +4.2%
101 HOOD ROBINHOOD MKTS INC Financial Services 24,907.0 $2.8M 0.10% -3K -9.7% $113.10 -28.6%
102 Alphabet Inc Class C 8,844.0 $2.8M 0.10% -134.0 -1.5% $313.80
103 GOVT iShares US Treasury Bond ETF 118,125.0 $2.7M 0.10% $23.02 -2.0%
104 Seagate Technology Hldngs PLC 9,760.0 $2.7M 0.10% +9K +820.8% $275.39
105 USIG ISHARES TR 50,138.0 $2.6M 0.10% -902.0 -1.8% $51.77 -1.8%
106 WisdomTree US Quality Dividend 28,573.0 $2.6M 0.09% -573.0 -2.0% $89.43
107 EQIX Equinix Inc Real Estate 3,322.0 $2.5M 0.09% -1K -31.1% $766.16 +40.9%
108 AXP AMERICAN EXPRESS CO Financial Services 6,539.0 $2.4M 0.09% -131.0 -2.0% $369.95 -15.3%
109 ADSK AUTODESK INC Technology 7,723.0 $2.3M 0.08% +211.0 +2.8% $296.01 -20.1%
110 SCHO SCHWAB STRATEGIC TR 91,697.0 $2.2M 0.08% -3K -3.1% $24.37 -1.0%
111 VRTX Vertex Pharmaceuticals Inc Healthcare 4,743.0 $2.2M 0.08% -29.0 -0.6% $453.36 -0.7%
112 HON HONEYWELL INTL INC Industrials 11,015.0 $2.1M 0.08% -334.0 -2.9% $195.09 +11.6%
113 PANW PALO ALTO NETWORKS INC Technology 11,562.0 $2.1M 0.08% -366.0 -3.1% $184.20 +29.3%
114 COST Costco Wholesale Corp Consumer Defensive 2,230.0 $1.9M 0.07% -619.0 -21.7% $862.34 +20.7%
115 UNH UnitedHealth Group Inc Healthcare 5,200.0 $1.7M 0.06% $330.11 +20.9%
116 IOT Samsara Inc Cl A Technology 47,903.0 $1.7M 0.06% -2K -3.9% $35.45 -21.0%
117 INTU INTUIT Technology 2,493.0 $1.7M 0.06% -21.0 -0.8% $662.42 -42.9%
118 VYMI VANGUARD WHITEHALL FDS 12,434.0 $1.6M 0.06% -276.0 -2.4% $126.91 -22.6%
119 Royal Caribbean Group 5,492.0 $1.5M 0.06% -491.0 -8.2% $278.92
120 VEU VANGUARD INTL EQUITY INDEX F 20,610.0 $1.5M 0.06% $73.56 +10.1%
121 MPWR MONOLITHIC PWR SYS INC Technology 1,665.0 $1.5M 0.06% -90.0 -5.1% $906.36 +78.1%
122 VNQ VANGUARD INDEX FDS 16,750.0 $1.5M 0.05% $88.49 +6.1%
123 FLR FLUOR CORP NEW Industrials 37,115.0 $1.5M 0.05% -340.0 -0.9% $39.63 +14.8%
124 SDY SPDR S&P Dividend ETF 10,103.0 $1.4M 0.05% -212.0 -2.1% $139.16 +5.0%
125 SHY ISHARES TR 16,750.0 $1.4M 0.05% -205.0 -1.2% $82.82 -0.9%
126 COF Capital One Financial Corp Financial Services 5,562.0 $1.3M 0.05% -67.0 -1.2% $242.35 -23.3%
127 COWZ Pacer US Cash Cows 100 ETF 22,220.0 $1.3M 0.05% -407.0 -1.8% $60.17 +4.6%
128 GS Goldman Sachs Group Inc Financial Services 1,444.0 $1.3M 0.05% -125.0 -8.0% $879.00 +10.2%
129 VEEV VEEVA SYS INC Healthcare 5,414.0 $1.2M 0.04% -70.0 -1.3% $223.23 -30.0%
130 LIN Linde PLC Basic Materials 2,795.0 $1.2M 0.04% -325.0 -10.4% $426.39 +20.0%
131 CASY CASEYS GEN STORES INC Consumer Cyclical 2,105.0 $1.2M 0.04% -210.0 -9.1% $552.71 +54.3%
132 AMT American Tower Corp Real Estate 6,410.0 $1.1M 0.04% +188.0 +3.0% $175.57 -2.8%
133 ZTS Zoetis Inc Class A Healthcare 8,602.0 $1.1M 0.04% -730.0 -7.8% $125.82 -40.0%
134 BX Blackstone Inc Financial Services 6,912.0 $1.1M 0.04% -2K -26.1% $154.14 -23.5%
135 IEV ISHARES TR 15,345.0 $1.1M 0.04% $68.60 +2.8%
136 SPDR Portfolio Short Term Cor 34,418.0 $1.0M 0.04% NEW $30.20
137 IVV ISHARES TR 1,509.0 $1.0M 0.04% $684.94 +8.4%
138 SPOT Spotify Technology SA Communication Services 1,765.0 $1.0M 0.04% -285.0 -13.9% $580.71 -25.5%
139 BlackRock Inc 896.0 $959K 0.04% -87.0 -8.8% $1070.34
140 DON WisdomTree US MidCap Dividend 18,185.0 $938K 0.03% -279.0 -1.5% $51.60 +4.7%
141 VST Vistra Corp Utilities 5,601.0 $904K 0.03% -736.0 -11.6% $161.33 -12.0%
142 HLT Hilton Worldwide Holdings Inc Consumer Cyclical 3,070.0 $882K 0.03% -207.0 -6.3% $287.25 +10.2%
143 CME CME Group Inc Class A Financial Services 2,991.0 $817K 0.03% -316.0 -9.6% $273.08 +9.4%
144 YUM YUM BRANDS INC Consumer Cyclical 5,357.0 $810K 0.03% -400.0 -7.0% $151.28 -0.4%
145 BSX BOSTON SCIENTIFIC CORP Healthcare 8,353.0 $796K 0.03% -878.0 -9.5% $95.35 -44.8%
146 EWJ iShares MSCI Japan ETF 9,783.0 $790K 0.03% $80.74 +12.8%
147 CVNA CARVANA CO Consumer Cyclical 1,866.0 $787K 0.03% -138.0 -6.9% $422.02 -83.5%
148 IYR ISHARES TR 8,362.0 $785K 0.03% -174.0 -2.0% $93.89 +6.3%
149 SN Sharkninja Inc Consumer Cyclical 6,997.0 $783K 0.03% -658.0 -8.6% $111.90 -4.6%
150 CBRE CBRE Group Inc Real Estate 4,403.0 $708K 0.03% NEW $160.79 -19.2%
151 Vanguard Short-Term Treasury E 12,032.0 $707K 0.03% NEW $58.73
152 Zurn Elkay Water Solutions Cor 15,147.0 $704K 0.03% -1K -8.3% $46.49
153 VRT Vertiv Holdings Co Cl A Industrials 4,282.0 $694K 0.03% -1K -24.4% $162.01 +132.2%
154 KBWB Invesco KBW Bank ETF 8,068.0 $680K 0.03% -156.0 -1.9% $84.29 -0.7%
155 Invesco BulletShares 2026 Corp 34,377.0 $673K 0.03% -811.0 -2.3% $19.58
156 Invesco International Div Achi 29,722.0 $654K 0.02% -568.0 -1.9% $22.00
157 Twilio Inc A 4,534.0 $645K 0.02% -375.0 -7.6% $142.24
158 Invesco High Yield Eq Div Achi 30,798.0 $628K 0.02% -415.0 -1.3% $20.39
159 ROK ROCKWELL AUTOMATION INC Industrials 1,612.0 $627K 0.02% +247.0 +18.1% $389.07 +17.3%
160 LYV LIVE NATION ENTERTAINMENT IN Communication Services 4,384.0 $625K 0.02% -342.0 -7.2% $142.50 +19.3%
161 HWM HOWMET AEROSPACE INC Industrials 3,042.0 $624K 0.02% -288.0 -8.7% $205.02 +32.9%
162 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,050.0 $608K 0.02% $579.45 -22.6%
163 TER TERADYNE INC Technology 3,136.0 $607K 0.02% $193.56 +84.2%
164 PWR Quanta Services Inc Industrials 1,419.0 $599K 0.02% -152.0 -9.7% $422.06 +84.8%
165 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,230.0 $594K 0.02% -40K -92.6% $184.02 +5.8%
166 BWXT BWX Technologies Inc Industrials 3,317.0 $573K 0.02% -316.0 -8.7% $172.84 +18.4%
167 TLH ISHARES TR 5,623.0 $572K 0.02% -200.0 -3.4% $101.67 -3.8%
168 MDY APPLIED MATLS INC Financial Services 2,200.0 $565K 0.02% $256.99 +156.5%
169 LQD ISHARES TR 4,840.0 $533K 0.02% -163.0 -3.3% $110.19 -2.1%
170 XLE Energy Select Sector SPDR ETF 11,587.0 $518K 0.02% +6K +96.5% $44.71 +33.0%
171 IVW ISHARES TR 4,154.0 $512K 0.02% -150.0 -3.5% $123.26 +10.9%
172 BELFB BEL FUSE INC Technology 2,914.0 $494K 0.02% -314.0 -9.7% $169.63 +51.3%
173 GE GE AEROSPACE Industrials 1,540.0 $474K 0.02% NEW $308.03 -5.4%
174 DE DEERE & CO Industrials 994.0 $463K 0.02% $465.62 +23.4%
175 iShares 0-5 Year High Yield Co 10,772.0 $462K 0.02% -262.0 -2.4% $42.87
176 JXI ISHARES TR 5,753.0 $452K 0.02% -141.0 -2.4% $78.65 +5.6%
177 Vanguard Communication Service 2,305.0 $446K 0.02% -73.0 -3.1% $193.63
178 Pacer Benchmark Data&Infras RE 15,064.0 $431K 0.02% -336.0 -2.2% $28.64
179 UTHR United Therapeutics Corp Healthcare 875.0 $426K 0.02% $487.25 +18.2%
180 SPDR Wells Fargo Preferred St 13,083.0 $415K 0.01% -462.0 -3.4% $31.69
181 IEFA iShares Core MSCI EAFE ETF 4,592.0 $411K 0.01% $89.46 +6.4%
182 SPY SPDR S&P 500 ETF Trust Financial Services 575.0 $392K 0.01% -30.0 -5.0% $681.92 +8.4%
183 CSCO Cisco Systems Inc Technology 5,070.0 $391K 0.01% +347.0 +7.3% $77.03 +50.0%
184 ADBE Adobe Inc Technology 1,097.0 $384K 0.01% -4K -78.0% $349.99 -29.3%
185 USFD US FOODS HLDG CORP Consumer Defensive 4,921.0 $371K 0.01% NEW $75.32 +11.5%
186 MDB MongoDB Inc Cl A Technology 878.0 $368K 0.01% $419.69 -27.8%
187 DHR DANAHER CORPORATION Healthcare 1,385.0 $317K 0.01% $228.92 -28.1%
188 PYPL PayPal Holdings Inc Financial Services 5,375.0 $314K 0.01% -445.0 -7.7% $58.38 -22.9%
189 PFF ISHARES TR 10,006.0 $310K 0.01% -373.0 -3.6% $30.96 +0.9%
190 CDNS CADENCE DESIGN SYSTEM INC Technology 954.0 $298K 0.01% $312.58 +11.1%
191 HACK AMPLIFY ETF TR 3,500.0 $281K 0.01% $80.37 +10.2%
192 FDNI First Trust Dow Jones Internet 1,000.0 $269K 0.01% $269.18 -89.9%
193 NRG NRG ENERGY INC Utilities 1,627.0 $259K 0.01% NEW $159.24 -15.4%
194 MAS MASCO CORP Industrials 4,082.0 $259K 0.01% -28K -87.3% $63.46 +7.6%
195 MAR MARRIOTT INTL INC NEW Consumer Cyclical 820.0 $254K 0.01% $310.24 +13.9%
196 Global X Social Media ETF 4,500.0 $248K 0.01% $55.21
197 QCOM QUALCOMM INC Technology 1,396.0 $239K 0.01% $171.05 +17.0%
198 IWV ISHARES TR 612.0 $237K 0.01% -376.0 -38.1% $386.85 +8.1%
199 WMB WILLIAMS COS INC Energy 3,872.0 $233K 0.01% -207.0 -5.1% $60.11 +29.2%
200 SPDR Nuveen Bloomberg ST MunB 4,685.0 $225K 0.01% $47.99
201 DIS DISNEY WALT CO Communication Services 1,960.0 $223K 0.01% $113.77 -7.3%
202 XYZ BLOCK INC Technology 3,360.0 $219K 0.01% -5K -61.3% $65.09 +9.9%
203 SUSA ISHARES TR 1,481.0 $206K 0.01% -11.0 -0.7% $139.35 +7.4%

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 29.4%
Technology 26.0%
Healthcare 10.7%
Industrials 8.2%
Consumer Cyclical 8.0%
Consumer Defensive 5.5%
Communication Services 5.0%
Energy 3.0%
Utilities 2.6%
Basic Materials 1.2%