1620 INVESTMENT ADVISORS, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, 1620 INVESTMENT ADVISORS, INC. held in its portfolio 500 assets valued at $150,029,284 (i.e. $150.03M).
The most valuable assets in the portfolio included: STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF ($4.72M), SPDR MSCI EAFE STRATEGICFACTORS ETF ($3.87M), and ISHARES 7-10 YEAR TREASURY BOND ETF ($3.48M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
1620 INVESTMENT ADVISORS, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 139475 | 4715659 | ETF |
| SPDR MSCI EAFE STRATEGICFACTORS ETF | 42631 | 3865427 | ETF |
| ISHARES 7-10 YEAR TREASURY BOND ETF | 36155 | 3476712 | ETF |
| FREEDOM 100 EMERGING MARKETS ETF | 62131 | 3185461 | ETF |
| STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 105913 | 3101160 | ETF |
| TRI CONTL CORP COM | 92338 | 3015771 | CEF |
| AVANTIS EMERGING MARKETS VALUE ETF | 50525 | 2946113 | ETF |
| JPMORGAN CHASE & CO. COM | 8897 | 2867048 | COM |
| APPLE INC COM | 9399 | 2555333 | COM |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 48313 | 2554801 | ETF |
| TJX COS INC NEW COM | 16093 | 2472073 | COM |
| SCHWAB US TIPS ETF | 89482 | 2370397 | ETF |
| JANUS HENDERSON SECURITIZED INCOME ETF | 43565 | 2268034 | ETF |
| RTX CORPORATION COM | 11869 | 2176886 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 7011 | 2130573 | COM |
| MICROSOFT CORP COM | 4160 | 2012318 | COM |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 16843 | 1797148 | ETF |
| ABBVIE INC COM | 7517 | 1717663 | COM |
| STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | 39087 | 1573280 | ETF |
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | 52607 | 1544807 | ETF |
| JOHN HANCOCK PREFERRED INCOME ETF | 62456 | 1426309 | ETF |
| NOVARTIS AG SPONSORED ADR | 9034 | 1245519 | COM |
| STATE STREET DOUBLELINE EMERGING MARKETS FIXED INCOME ETF | 28570 | 1237529 | ETF |
| VANECK INTERMEDIATE MUNI ETF | 26082 | 1230027 | ETF |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 4433 | 1220804 | COM |
| CHEVRON CORP NEW COM | 7939 | 1210095 | COM |
| MEDTRONIC PLC SHS | 12431 | 1194122 | COM |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 45070 | 1130356 | ETF |
| EPR PPTYS COM SH BEN INT | 21787 | 1087180 | COM |
| CORNING INC COM | 11784 | 1031853 | COM |
| POWELL INDS INC COM | 3185 | 1015314 | COM |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 10867 | 1011525 | ETF |
| VERIZON COMMUNICATIONS INC COM | 24403 | 993967 | COM |
| SOUTHERN CO COM | 11359 | 990575 | COM |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 1880 | 945276 | COM |
| STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | 5395 | 939750 | ETF |
| JOHNSON CTLS INTL PLC SHS | 7834 | 938149 | COM |
| INTERNATIONAL BUSINESS MACHS COM | 3109 | 921207 | COM |
| BRISTOL-MYERS SQUIBB CO COM | 16994 | 916666 | COM |
| ASTRAZENECA PLC SPONSORED ADR | 9932 | 913069 | COM |
| LINCOLN NATL CORP IND COM | 20470 | 911529 | COM |
| PFIZER INC COM | 36367 | 905563 | COM |
| VANECK MORNINGSTAR WIDE MOAT ETF | 8686 | 899522 | ETF |
| MARATHON PETE CORP COM | 5524 | 898472 | COM |
| EATON CORP PLC SHS | 2802 | 892465 | COM |
| FEDERATED HERMES INC CL B | 17044 | 887481 | COM |
| ALPHABET INC CAP STK CL A | 2802 | 877118 | COM |
| MONRO INC COM | 42783 | 857371 | COM |
| ARES CAPITAL CORP COM | 41888 | 847411 | CEF |
| WALMART INC COM | 7529 | 838855 | COM |
| GILEAD SCIENCES INC COM | 6475 | 794760 | COM |
| BROADCOM INC COM | 2290 | 792742 | COM |
| BLACKSTONE INC COM | 5122 | 789597 | COM |
| AMAZON COM INC COM | 3405 | 785954 | COM |
| TAPESTRY INC COM | 5981 | 764320 | COM |
| TORTOISE ENERGY INFRA CORP COM | 18506 | 756916 | CEF |
| NETAPP INC COM | 7013 | 751109 | COM |
| PEPSICO INC COM | 5203 | 746769 | COM |
| HOME DEPOT INC COM | 2165 | 744979 | COM |
| DISNEY WALT CO COM | 6523 | 742133 | COM |
| KINDER MORGAN INC DEL COM | 26901 | 739536 | COM |
| TRUIST FINL CORP COM | 13974 | 687697 | COM |
| AGREE RLTY CORP COM | 9483 | 683121 | COM |
| TRAVELERS COMPANIES INC COM | 2339 | 678648 | COM |
| MONDELEZ INTL INC CL A | 12360 | 665351 | COM |
| RPM INTL INC COM | 6394 | 665053 | COM |
| LEAR CORP COM NEW | 5775 | 661815 | COM |
| ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | 14448 | 659712 | ETF |
| EXXON MOBIL CORP COM | 5452 | 656094 | COM |
| INVESCO PREFERRED ETF | 55665 | 625677 | ETF |
| T. ROWE PRICE FLOATING RATE ETF | 12135 | 623798 | ETF |
| DIAMONDROCK HOSPITALITY CO COM | 68048 | 609710 | COM |
| INVITATION HOMES INC COM | 21631 | 601142 | COM |
| RALPH LAUREN CORP CL A | 1684 | 595479 | COM |
| AT&T INC COM | 23965 | 595291 | COM |
| STARWOOD PPTY TR INC COM | 32480 | 584965 | COM |
| HERCULES CAPITAL INC COM | 30993 | 583288 | CEF |
| GENERAL DYNAMICS CORP COM | 1725 | 580739 | COM |
| JOHNSON & JOHNSON COM | 2786 | 576679 | COM |
| VIATRIS INC COM | 46205 | 575252 | COM |
| OUTFRONT MEDIA INC COM NEW | 23040 | 555264 | COM |
| PALO ALTO NETWORKS INC COM | 2962 | 545752 | COM |
| PUBLIC SVC ENTERPRISE GRP INC COM | 6702 | 538179 | COM |
| DOMINION ENERGY INC COM | 9121 | 534399 | COM |
| ORACLE CORP COM | 2667 | 519992 | COM |
| RYDER SYS INC COM | 2663 | 509672 | COM |
| CARDINAL HEALTH INC COM | 2431 | 499571 | COM |
| WILLIAMS COS INC COM | 8241 | 495367 | COM |
| AES CORP COM | 34240 | 491002 | COM |
| RITHM CAPITAL CORP COM NEW | 44846 | 488821 | COM |
| CHENIERE ENERGY INC COM NEW | 2457 | 477616 | COM |
| PINNACLE WEST CAP CORP COM | 5240 | 464788 | COM |
| CITIZENS FINL GROUP INC COM | 7909 | 461965 | COM |
| SCHWAB SHORT-TERM US TREASURY ETF | 18796 | 458059 | ETF |
| SCOTTS MIRACLE-GRO CO CL A | 7522 | 438909 | COM |
| MAGNA INTL INC COM | 8232 | 438766 | COM |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 4553 | 438391 | ETF |
| SPDR GOLD SHARES | 1105 | 437923 | ETF |
| ALEXANDER & BALDWIN INC NEW COM | 21045 | 434378 | COM |
| ABBOTT LABS COM | 3444 | 431553 | COM |
| GLOBAL X U.S. PREFERRED ETF | 22569 | 426784 | ETF |
| ENTERPRISE PRODS PARTNERS L P COM | 13311 | 426776 | COM |
| GLOBAL X EMERGING MARKETS BOND ETF | 17350 | 416578 | ETF |
| GARMIN LTD SHS | 2009 | 407629 | COM |
| DARDEN RESTAURANTS INC COM | 2190 | 403004 | COM |
| MERCADOLIBRE INC COM | 196 | 394880 | COM |
| THERMO FISHER SCIENTIFIC INC COM | 669 | 387652 | COM |
| SCHWAB US DIVIDEND EQUITY ETF | 13822 | 379155 | ETF |
| TEXAS INSTRS INC COM | 2102 | 364676 | COM |
| TOTALENERGIES SE SPONSORED ADS | 5563 | 363931 | ETF |
| V F CORP COM | 20086 | 363157 | COM |
| CONSTELLATION BRANDS INC CL A | 2616 | 360966 | COM |
| SHIFT4 PMTS INC 6 SER A CNV PREF | 4508 | 360685 | PFD |
| COUSINS PPTYS INC COM NEW | 13910 | 358600 | COM |
| HASBRO INC COM | 4369 | 358258 | COM |
| HA SUSTAINABLE INFRA CAP INC COM | 11385 | 357837 | COM |
| ISHARES RUSSELL 2500 ETF | 4722 | 353867 | ETF |
| MICRON TECHNOLOGY INC COM | 1227 | 350214 | COM |
| TANGER INC COM | 10349 | 345353 | COM |
| BANK NOVA SCOTIA HALIFAX COM | 4657 | 343174 | COM |
| VAIL RESORTS INC COM | 2482 | 329610 | COM |
| KIMBERLY-CLARK CORP COM | 3232 | 326076 | COM |
| ALTRIA GROUP INC COM | 5653 | 325952 | COM |
| COHERENT CORP COM | 1759 | 324721 | COM |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 5504 | 315049 | ETF |
| ONEOK INC NEW COM | 4197 | 308480 | COM |
| AIR PRODS & CHEMS INC COM | 1239 | 306058 | COM |
| MARVELL TECHNOLOGY INC COM | 3315 | 281709 | COM |
| NEWTEKONE INC COM NEW | 24637 | 279630 | COM |
| EXPEDIA GROUP INC COM NEW | 968 | 274244 | COM |
| SYSCO CORP COM | 3628 | 267394 | COM |
| QNITY ELECTRONICS INC COMMON STOCK | 3207 | 261852 | COM |
| TESLA INC COM | 575 | 258904 | COM |
| HEALTHEQUITY INC COM | 2708 | 248080 | COM |
| LAM RESEARCH CORP COM NEW | 1442 | 246842 | COM |
| VANECK SHORT HIGH YIELD MUNI ETF | 10553 | 241769 | ETF |
| DUPONT DE NEMOURS INC COM | 5879 | 236336 | COM |
| FIDELITY NATL INFORMATION SVCS COM | 3547 | 235734 | COM |
| BEST BUY INC COM | 3507 | 234724 | COM |
| CISCO SYS INC COM | 3037 | 233940 | COM |
| ISHARES 1-3 YEAR TREASURY BOND ETF | 2819 | 233470 | ETF |
| TACTILE SYS TECHNOLOGY INC COM | 8008 | 232232 | COM |
| AMKOR TECHNOLOGY INC COM | 5819 | 229734 | COM |
| UNITIL CORP COM | 4654 | 225440 | COM |
| AMERICAN EXPRESS CO COM | 608 | 225118 | COM |
| FOUR CORNERS PPTY TR INC COM | 9741 | 224627 | COM |
| COMPASS INC CL A | 21225 | 224348 | COM |
| VALERO ENERGY CORP COM | 1375 | 223836 | COM |
| DENTSPLY SIRONA INC COM | 19434 | 222131 | COM |
| INVESCO SENIOR LOAN ETF | 10357 | 217497 | ETF |
| EMERSON ELEC CO COM | 1629 | 216201 | COM |
| GXO LOGISTICS INCORPORATED COMMON STOCK | 4091 | 215350 | COM |
| RENAISSANCERE HLDGS LTD COM | 765 | 215193 | COM |
| CVS HEALTH CORP COM | 2683 | 212923 | COM |
| GALLAGHER ARTHUR J & CO COM | 808 | 209102 | COM |
| CIENA CORP COM NEW | 889 | 207944 | COM |
| INNOVATIVE INDL PPTYS INC COM | 4318 | 204538 | COM |
| SHIFT4 PMTS INC CL A | 3215 | 202486 | COM |
| VITA COCO CO INC COM | 3721 | 197250 | COM |
| BOSTON BEER INC CL A | 990 | 193179 | COM |
| FEDEX CORP COM | 663 | 191606 | COM |
| UNITEDHEALTH GROUP INC COM | 578 | 190804 | COM |
| HEXCEL CORP NEW COM | 2535 | 187337 | COM |
| UNITED THERAPEUTICS CORP DEL COM | 384 | 187104 | COM |
| FLEX LNG LTD SHS | 7397 | 184555 | COM |
| NVIDIA CORPORATION COM | 986 | 184008 | COM |
| ANALOG DEVICES INC COM | 671 | 182052 | COM |
| ENBRIDGE INC COM | 3802 | 181850 | COM |
| AVANTIS INTERNATIONAL EQUITY ETF | 2207 | 181680 | ETF |
| VISA INC COM CL A | 502 | 176404 | COM |
| AUTOMATIC DATA PROCESSING INC COM | 685 | 176203 | COM |
| APPLIED MATLS INC COM | 683 | 175524 | COM |
| EPAM SYS INC COM | 840 | 172099 | COM |
| NEXTPOWER INC CLASS A COM | 1975 | 172042 | COM |
| ELI LILLY & CO COM | 158 | 170605 | COM |
| BLOCK H & R INC COM | 3809 | 166025 | COM |
| CULLEN FROST BANKERS INC COM | 1298 | 164366 | COM |
| ENTEGRIS INC COM | 1938 | 163277 | COM |
| GRAPHIC PACKAGING HLDG CO COM | 10671 | 160712 | COM |
| CLOROX CO DEL COM | 1579 | 159211 | COM |
| TERADYNE INC COM | 800 | 154848 | COM |
| DICKS SPORTING GOODS INC COM | 777 | 153823 | COM |
| TWILIO INC CL A | 1079 | 153477 | COM |
| SCHWAB HIGH YIELD BOND ETF | 5800 | 153236 | ETF |
| DOVER CORP COM | 780 | 152287 | COM |
| MILLER INDS INC TENN COM NEW | 4061 | 151770 | COM |
| SS&C TECHNOLOGIES HLDGS INC COM | 1711 | 149576 | COM |
| TARSUS PHARMACEUTICALS INC COM | 1807 | 147957 | COM |
| LENNAR CORP CL A | 1436 | 147644 | COM |
| UBER TECHNOLOGIES INC COM | 1797 | 146844 | COM |
| MAGNITE INC COM | 8953 | 145307 | COM |
| REGAL REXNORD CORPORATION COM | 1021 | 143267 | COM |
| DIAMONDBACK ENERGY INC COM | 952 | 143191 | COM |
| MKS INC. COM | 893 | 142806 | COM |
| FORTIS INC COM | 2715 | 141017 | COM |
| DELL TECHNOLOGIES INC CL C | 1088 | 136957 | COM |
| AMERICAN ELEC PWR CO INC COM | 1181 | 136182 | COM |
| BASSETT FURNITURE INDS INC COM | 8064 | 135153 | COM |
| SALESFORCE INC COM | 504 | 133697 | COM |
| PAYPAL HLDGS INC COM | 2279 | 133048 | COM |
| ADVANCED MICRO DEVICES INC COM | 620 | 132804 | COM |
| EASTERN BANKSHARES INC COM | 7092 | 130706 | COM |
| NEUROCRINE BIOSCIENCES INC COM | 912 | 129349 | COM |
| KEURIG DR PEPPER INC COM | 4548 | 127413 | COM |
| COGNEX CORP COM | 3525 | 126830 | COM |
| T. ROWE PRICE ULTRA SHORT-TERM BOND ETF | 2532 | 126244 | ETF |
| ISHARES MSCI EMERGING MARKETS ETF | 2270 | 124192 | ETF |
| KROGER CO COM | 1978 | 123585 | COM |
| BANK NEW YORK MELLON CORP COM | 1043 | 121082 | COM |
| ALLEGRO MICROSYSTEMS INC COM | 4578 | 120768 | COM |
| TOWNEBANK PORTSMOUTH VA COM | 3596 | 119999 | COM |
| OKTA INC CL A | 1376 | 118983 | COM |
| TG THERAPEUTICS INC COM | 3969 | 118316 | COM |
| LOCKHEED MARTIN CORP COM | 241 | 116564 | COM |
| PROCTER AND GAMBLE CO COM | 811 | 116224 | COM |
| CELSIUS HLDGS INC COM NEW | 2536 | 115997 | COM |
| SOLSTICE ADVANCED MATLS INC COM SHS | 2354 | 114357 | COM |
| UMB FINL CORP COM | 978 | 112509 | COM |
| ADOBE INC COM | 320 | 111997 | COM |
| ROCKWELL AUTOMATION INC COM | 287 | 111663 | COM |
| ENTERGY CORP NEW COM | 1200 | 110916 | COM |
| PDF SOLUTIONS INC COM | 3870 | 110411 | COM |
| GORMAN RUPP CO COM | 2302 | 109921 | COM |
| SCHWAB 5-10 YEAR CORPORATE BOND ETF | 4772 | 109613 | ETF |
| WELLS FARGO CO NEW COM | 1170 | 109044 | COM |
| GE AEROSPACE COM NEW | 349 | 107700 | COM |
| GLOBALFOUNDRIES INC ORDINARY SHARES | 3014 | 105249 | COM |
| INTERNATIONAL FLAVORS&FRAGRANC COM | 1538 | 103646 | COM |
| COPART INC COM | 2612 | 102260 | COM |
| GENERAC HLDGS INC COM | 747 | 101868 | COM |
| CANADIAN PACIFIC KANSAS CITY COM | 1382 | 101757 | COM |
| FASTENAL CO COM | 2480 | 99546 | COM |
| Q2 HLDGS INC COM | 1379 | 99509 | COM |
| HARTFORD FINL SVCS GROUP INC COM | 717 | 98826 | COM |
| ALPHABET INC CAP STK CL C | 312 | 98207 | COM |
| AMERIPRISE FINL INC COM | 200 | 98068 | COM |
| EQUITY RESIDENTIAL SH BEN INT | 1538 | 96956 | COM |
| ISHARES 3-7 YEAR TREASURY BOND ETF | 811 | 96793 | ETF |
| PRICESMART INC COM | 781 | 95805 | COM |
| POWER INTEGRATIONS INC COM | 2692 | 95674 | COM |
| SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 2897 | 95659 | CEF |
| EBAY INC. COM | 1093 | 95200 | COM |
| STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 2049 | 93660 | ETF |
| IDACORP INC COM | 723 | 91503 | COM |
| AZZ INC COM | 853 | 91425 | COM |
| AMGEN INC COM | 277 | 90930 | COM |
| MICROCHIP TECHNOLOGY INC. COM | 1412 | 89973 | COM |
| TOAST INC CL A | 2518 | 89414 | COM |
| MERCK & CO INC COM | 842 | 88645 | COM |
| SLB LIMITED COM STK | 2256 | 86585 | COM |
| INVESTORS TITLE CO NC COM | 338 | 84378 | COM |
| BOOT BARN HLDGS INC COM | 465 | 82059 | COM |
| VERTEX PHARMACEUTICALS INC COM | 178 | 80754 | COM |
| M & T BK CORP COM | 400 | 80592 | COM |
| NETFLIX INC COM | 857 | 80410 | COM |
| COLGATE PALMOLIVE CO COM | 1011 | 79889 | COM |
| CIRRUS LOGIC INC COM | 670 | 79395 | COM |
| INTERDIGITAL INC COM | 249 | 79277 | COM |
| INTEL CORP COM | 2133 | 78708 | COM |
| WAYSTAR HOLDING CORP | 2366 | 77487 | COM |
| NETGEAR INC COM | 3144 | 77122 | COM |
| HUDSON TECHNOLOGIES INC COM | 11245 | 77028 | COM |
| SYNCHRONY FINANCIAL COM | 923 | 77006 | COM |
| BXP INC COM | 1140 | 76927 | COM |
| META PLATFORMS INC CL A | 113 | 74631 | COM |
| SERVICENOW INC COM | 480 | 73536 | COM |
| ROPER TECHNOLOGIES INC COM | 163 | 72556 | COM |
| TOLL BROTHERS INC COM | 532 | 71937 | COM |
| VANGUARD S&P 500 ETF | 114 | 71493 | ETF |
| PROSHARES MERGER ETF | 1594 | 70941 | ETF |
| DRAFTKINGS INC NEW COM CL A | 2036 | 70161 | COM |
| JPMORGAN MUNICIPAL ETF | 1385 | 69943 | ETF |
| THE TRADE DESK INC COM CL A | 1767 | 67089 | COM |
| FIRST WATCH RESTAURANT GROUP I COM | 4447 | 67061 | COM |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 826 | 65935 | ETF |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 2174 | 64242 | ETF |
| ONE GAS INC COM | 829 | 64040 | COM |
| COHEN & STEERS REAL ESTATE ACTIVE ETF | 2464 | 62866 | ETF |
| STATE STR CORP COM | 469 | 60506 | COM |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 1179 | 60058 | ETF |
| CINEMARK HLDGS INC COM | 2582 | 60006 | COM |
| AMERICAN TOWER CORP NEW COM | 340 | 59813 | COM |
| DIMENSIONAL CORE FIXED INCOME ETF | 1400 | 59584 | ETF |
| GLOBAL PMTS INC COM | 769 | 59521 | COM |
| CANADIAN NATL RY CO COM | 588 | 58124 | COM |
| INSULET CORP COM | 204 | 57985 | COM |
| ISHARES GOLD TRUST | 708 | 57468 | ETF |
| ISHARES RUSSELL 3000 ETF | 148 | 57254 | ETF |
| VALVOLINE INC COM | 1964 | 57074 | COM |
| EQUINIX INC COM | 74 | 56954 | COM |
| STARBUCKS CORP COM | 675 | 56842 | COM |
| KLA CORP COM NEW | 45 | 55713 | COM |
| BIOLIFE SOLUTIONS INC COM NEW | 2274 | 54985 | COM |
| GE VERNOVA INC COM | 84 | 54900 | COM |
| HOST HOTELS & RESORTS INC COM | 3093 | 54839 | COM |
| BJS RESTAURANTS INC COM | 1368 | 53899 | COM |
| MINERALS TECHNOLOGIES INC COM | 879 | 53575 | COM |
| TECHNIPFMC PLC COM | 1196 | 53294 | COM |
| COCA COLA CO COM | 755 | 52782 | COM |
| ESSEX PPTY TR INC COM | 200 | 52336 | COM |
| FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | 526 | 50938 | ETF |
| YUM BRANDS INC COM | 330 | 49922 | COM |
| DANAHER CORPORATION COM | 216 | 49447 | COM |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 1577 | 49218 | COM |
| VANGUARD MORTGAGE-BACKED SECURITIES ETF | 1028 | 48398 | ETF |
| AMERIS BANCORP COM | 651 | 48350 | COM |
| NUVEEN MASSACHUSETS QLT MUN FD COM | 4252 | 48175 | CEF |
| PERMIAN RESOURCES CORP CLASS A COM | 3428 | 48095 | COM |
| FLUOR CORP NEW COM | 1163 | 46090 | COM |
| TELADOC HEALTH INC COM | 6422 | 44954 | COM |
| EURONET WORLDWIDE INC COM | 589 | 44829 | COM |
| WISDOMTREE U.S. AI ENHANCED VALUE FUND | 385 | 44267 | ETF |
| UNUM GROUP COM | 571 | 44253 | COM |
| AXOS FINANCIAL INC COM | 512 | 44114 | COM |
| EMBRAER S.A. SPONSORED ADS | 685 | 44093 | COM |
| TC ENERGY CORP COM | 800 | 44008 | COM |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 397 | 43745 | ETF |
| CARNIVAL CORP PAIRED CTF | 1399 | 42725 | COM |
| HANOVER INS GROUP INC COM | 232 | 42403 | COM |
| CROWDSTRIKE HLDGS INC CL A | 90 | 42188 | COM |
| STATE STR SPDR S&P 500 ETF TR TR UNIT | 60 | 41579 | ETF |
| DUKE ENERGY CORP NEW COM NEW | 353 | 41417 | COM |
| CATERPILLAR INC COM | 71 | 40674 | COM |
| JAMES HARDIE INDS PLC ORD SHS | 1956 | 40587 | COM |
| REALTY INCOME CORP COM | 720 | 40586 | COM |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | 1025 | 40580 | ETF |
| ISHARES SELECT DIVIDEND ETF | 284 | 40093 | ETF |
| HONEYWELL INTL INC COM | 205 | 39993 | COM |
| INNOVEX INTERNATIONAL INC COM | 1807 | 39519 | COM |
| IRADIMED CORP COM | 402 | 39107 | COM |
| SUNSTONE HOTEL INVS INC NEW COM | 4097 | 36627 | COM |
| VORNADO RLTY TR SH BEN INT | 1082 | 36009 | COM |
| PROGYNY INC COM | 1398 | 35901 | COM |
| VANECK HIGH YIELD MUNI ETF | 702 | 35886 | ETF |
| VANGUARD TOTAL STOCK MARKET ETF | 107 | 35874 | ETF |
| CHEWY INC CL A | 1056 | 34901 | COM |
| AMCOR PLC ORD | 4181 | 34870 | COM |
| ALCOA CORP COM | 645 | 34275 | COM |
| MCCORMICK & CO INC COM NON VTG | 500 | 34055 | COM |
| LANTHEUS HLDGS INC COM | 497 | 33075 | COM |
| OMNICELL COM COM | 728 | 32978 | COM |
| BANK MONTREAL QUE COM | 254 | 32967 | COM |
| NORFOLK SOUTHN CORP COM | 111 | 32048 | COM |
| INVESCO TAXABLE MUNICIPAL BOND ETF | 1165 | 31688 | ETF |
| UNILEVER PLC SPON ADR NEW | 484 | 31654 | COM |
| COLUMBIA BKG SYS INC COM | 1120 | 31304 | COM |
| OFG BANCORP COM | 760 | 31145 | COM |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 570 | 30712 | ETF |
| HILLTOP HOLDINGS INC COM | 899 | 30512 | COM |
| VANECK MORNINGSTAR SMID MOAT ETF | 835 | 30227 | ETF |
| CABOT CORP COM | 451 | 29892 | COM |
| STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 305 | 29649 | ETF |
| CITIGROUP INC COM NEW | 253 | 29583 | COM |
| ALBEMARLE CORP COM | 208 | 29420 | COM |
| ALAMOS GOLD INC NEW COM CL A | 750 | 28935 | COM |
| VANGUARD REAL ESTATE ETF | 326 | 28848 | ETF |
| FLEXSTEEL INDS INC COM | 721 | 28472 | COM |
| ISHARES BB RATED CORPORATE BOND ETF | 600 | 28278 | ETF |
| HARBOR SCIENTIFIC ALPHA HIGH-YIELD ETF | 612 | 27956 | ETF |
| VITAL FARMS INC COM | 863 | 27564 | COM |
| ALERIAN MLP ETF | 581 | 27319 | ETF |
| STEPAN CO COM | 570 | 26995 | COM |
| VANGUARD S&P 500 VALUE ETF | 130 | 26631 | ETF |
| STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | 854 | 26243 | ETF |
| ASTRIA THERAPEUTICS INC COM | 2000 | 26180 | COM |
| ALLEGIANT TRAVEL CO COM | 306 | 26093 | COM |
| DIMENSIONAL INTERNATIONAL VALUE ETF | 520 | 25948 | ETF |
| KALVISTA PHARMACEUTICALS INC COM | 1590 | 25679 | COM |
| AVERY DENNISON CORP COM | 140 | 25463 | COM |
| PACIRA BIOSCIENCES INC COM | 977 | 25285 | COM |
| PHIBRO ANIMAL HEALTH CORP CL A COM | 676 | 25255 | COM |
| TEREX CORP NEW COM | 468 | 24982 | COM |
| INVESCO GALAXY BITCOIN ETF | 285 | 24843 | ETF |
| ISHARES MSCI INTL VALUE FACTOR ETF | 649 | 24694 | ETF |
| WOLVERINE WORLD WIDE INC COM | 1345 | 24412 | COM |
| HAMILTON BEACH BRANDS HLDG CO COM CL A | 1454 | 23918 | COM |
| LINDE PLC SHS | 55 | 23833 | COM |
| DIMENSIONAL U.S. SMALL CAP ETF | 340 | 23688 | ETF |
| ISHARES BITCOIN TRUST ETF | 475 | 23584 | ETF |
| BLOCK INC CL A | 360 | 23432 | COM |
| CYBERARK SOFTWARE LTD SHS | 52 | 23195 | COM |
| METLIFE INC COM | 292 | 23050 | COM |
| DUTCH BROS INC CL A | 370 | 22651 | COM |
| GRAYSCALE ETHEREUM MINI TRUST ETF | 925 | 22542 | ETF |
| US BANCORP DEL COM NEW | 420 | 22438 | COM |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 92 | 22339 | COM |
| STATE STREET SPDR PORTFOLIO TIPS ETF | 850 | 22058 | ETF |
| VANGUARD DIVIDEND APPRECIATION ETF | 100 | 21978 | ETF |
| ISHARES PREFERRED & INCOME SECURITIES ETF | 700 | 21672 | ETF |
| CARRIER GLOBAL CORPORATION COM | 407 | 21506 | COM |
| PROCORE TECHNOLOGIES INC COM | 293 | 21313 | COM |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 256 | 21248 | COM |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 147 | 21097 | ETF |
| STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | 813 | 20935 | ETF |
| WW GRAINGER INC COM | 20 | 20181 | COM |
| ISHARES U.S. BASIC MATERIALS ETF | 130 | 20015 | ETF |
| GOOSEHEAD INS INC COM CL A | 271 | 19959 | COM |
| INTUITIVE SURGICAL INC COM NEW | 34 | 19460 | COM |
| AMPHASTAR PHARMACEUTICALS INC COM | 718 | 19228 | COM |
| AERCAP HOLDINGS NV SHS | 132 | 18976 | COM |
| ALASKA AIR GROUP INC COM | 375 | 18863 | COM |
| TRIPADVISOR INC COM | 1271 | 18506 | COM |
| TCW CORE PLUS BOND ETF | 481 | 18394 | ETF |
| MIMEDX GROUP INC COM | 2707 | 18326 | COM |
| SAVARA INC COM | 3000 | 18090 | COM |
| WESTERN DIGITAL CORP COM | 105 | 18088 | COM |
| TRANE TECHNOLOGIES PLC SHS | 46 | 17960 | COM |
| WIX COM LTD SHS | 170 | 17661 | COM |
| SUN CMNTYS INC COM | 142 | 17595 | COM |
| TARGET CORP COM | 180 | 17595 | COM |
| UNITED AIRLS HLDGS INC COM | 157 | 17556 | COM |
| CLEVELAND-CLIFFS INC NEW COM | 1280 | 16998 | COM |
| UNIVERSAL DISPLAY CORP COM | 142 | 16583 | COM |
| NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | 567 | 15995 | COM |
| SYNAPTICS INC COM | 214 | 15840 | COM |
| DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF | 681 | 15806 | ETF |
| HERSHEY CO COM | 86 | 15650 | COM |
| DOLE PLC ORD SHS | 1000 | 14990 | COM |
| REPUBLIC SVCS INC COM | 70 | 14964 | COM |
| PHILLIPS EDISON & CO INC COMMON STOCK | 410 | 14584 | COM |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 317 | 14332 | ETF |
| YUM CHINA HLDGS INC COM | 300 | 14322 | COM |
| WISDOMTREE FLOATING RATE TREASURY FUND | 282 | 14190 | ETF |
| SEMPRA COM | 156 | 13773 | COM |
| COMMERCIAL METALS CO COM | 198 | 13706 | COM |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 379 | 13667 | ETF |
| NUCOR CORP COM | 82 | 13375 | COM |
| NATIONAL FUEL GAS CO COM | 166 | 13290 | COM |
| SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | 620 | 13249 | ETF |
| FREEPORT-MCMORAN INC CL B | 260 | 13205 | COM |
| AVANTIS EMERGING MARKETS EQUITY ETF | 170 | 13093 | ETF |
| BARRICK MNG CORP COM SHS | 300 | 13065 | COM |
| STEEL DYNAMICS INC COM | 77 | 13048 | COM |
| JANUS HENDERSON SHORT DURATION INCOME ETF | 255 | 12531 | ETF |
| WHITE MTNS INS GROUP LTD COM | 6 | 12468 | COM |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 124 | 12442 | ETF |
| LOWES COS INC COM | 50 | 12058 | COM |
| NUSCALE PWR CORP CL A COM | 850 | 12045 | COM |
| NYLI CBRE GBL INFR MEGTRNDS TR COM | 875 | 12040 | CEF |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 280 | 11953 | ETF |
| BANK AMERICA CORP COM | 215 | 11825 | COM |
| MOLSON COORS BEVERAGE CO CL B | 252 | 11763 | COM |
| COSTCO WHSL CORP NEW COM | 13 | 11724 | COM |
| INTELLIA THERAPEUTICS INC COM | 1300 | 11687 | COM |
| SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | 255 | 11679 | CEF |
| SPOTIFY TECHNOLOGY S A SHS | 20 | 11614 | COM |
| NATERA INC COM | 50 | 11455 | COM |
| AVANTIS U.S. MID CAP VALUE ETF | 160 | 11392 | ETF |
| ILLINOIS TOOL WKS INC COM | 46 | 11330 | COM |
| SHOPIFY INC CL A | 70 | 11268 | COM |
| DIMENSIONAL US HIGH PROFITABILITY ETF | 296 | 11257 | ETF |
| CAPITAL SOUTHWEST CORP COM | 500 | 11075 | CEF |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 320 | 11027 | ETF |
| SERITAGE GROWTH PPTYS CL A | 3382 | 10992 | COM |
| NEXTERA ENERGY INC COM | 136 | 10918 | COM |
| INVESCO WILDERHILL CLEAN ENERGY ETF | 351 | 10720 | ETF |
| AVANTIS U.S. SMALL CAP VALUE ETF | 105 | 10708 | COM |
| FIRSTENERGY CORP COM | 238 | 10655 | COM |
| GABELLI DIVID & INCOME TR COM | 380 | 10553 | CEF |
| INDEPENDENT BK CORP MASS COM | 143 | 10450 | COM |
| VANECK IG FLOATING RATE ETF | 400 | 10192 | ETF |
| DOLLAR GEN CORP NEW COM | 76 | 10130 | COM |
| GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | 167 | 10109 | ETF |
| MCDONALDS CORP COM | 33 | 10086 | COM |
| LIBERTY ALL-STAR GROWTH FD INC COM | 1880 | 9964 | CEF |
| STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | 100 | 9922 | ETF |
| INVESCO CEF INCOME COMPOSITE ETF | 489 | 9721 | ETF |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 245 | 9665 | ETF |
| SCHWAB U.S. REIT ETF | 456 | 9526 | ETF |
| ISHARES CORE S&P SMALL CAP ETF | 78 | 9374 | ETF |
| QUALCOMM INC COM | 53 | 9162 | COM |
| CF INDS HLDGS INC COM | 117 | 9049 | COM |
| CONSTELLATION ENERGY CORP COM | 25 | 8832 | COM |
| ZIMMER BIOMET HOLDINGS INC COM | 98 | 8812 | COM |
| PPL CORP COM | 250 | 8755 | COM |
| STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 97 | 8652 | ETF |
| ARCHER DANIELS MIDLAND CO COM | 150 | 8624 | COM |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 104 | 8530 | COM |
| BAR HBR BANKSHARES COM | 270 | 8384 | COM |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 100 | 8375 | ETF |
| SANDISK CORP COM | 35 | 8308 | COM |
| UTILITIES SELECT SECTOR SPDR FUND | 695 | 8271 | ETF |
| DIMENSIONAL U.S. TARGETED VALUE ETF | 135 | 8038 | ETF |
| HYATT HOTELS CORP COM CL A | 50 | 8016 | COM |
| RB GLOBAL INC COM | 76 | 7818 | COM |
| LKQ CORP COM | 253 | 7641 | COM |
| XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | 206 | 7587 | ETF |
| SNAP ON INC COM | 22 | 7581 | COM |
| PUBLIC STORAGE OPER CO COM | 29 | 7526 | COM |
| DOLLAR TREE INC COM | 61 | 7504 | COM |
| PHILIP MORRIS INTL INC COM | 46 | 7378 | COM |
| ALLSTATE CORP COM | 35 | 7285 | COM |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 100 | 7268 | ETF |
| AFFILIATED MANAGERS GROUP INC COM | 25 | 7207 | COM |
| CENTENE CORP DEL COM | 170 | 6996 | COM |
| ISHARES MSCI EAFE ETF | 72 | 6914 | ETF |
| KONTOOR BRANDS INC COM | 110 | 6720 | COM |
| NUVEEN CALIFORNIA AMT QLT MUN COM | 536 | 6668 | CEF |
| CHUBB LIMITED COM | 21 | 6555 | COM |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | 226 | 6518 | ETF |
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