ANGELES WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, ANGELES WEALTH MANAGEMENT, LLC held in its portfolio 458 assets valued at $1,813,597,164 (i.e. $1.81B).
The most valuable assets in the portfolio included: VANGUARD WORLD FD ($243.31M), VANGUARD INTL EQUITY INDEX F ($201.57M), and SPDR SERIES TRUST ($144.71M).
The chart below shows the top 10 valuable assets, and the table below shows the top 458 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ANGELES WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD WORLD FD | 589456 | 243309731 | MEGA GRWTH IND |
| VANGUARD INTL EQUITY INDEX F | 1428931 | 201564941 | TT WRLD ST ETF |
| SPDR SERIES TRUST | 3101812 | 144710831 | STATE STREET SPD |
| VANGUARD STAR FDS | 1392855 | 105076995 | VG TL INTL STK F |
| VANGUARD INDEX FDS | 162688 | 102026404 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 2336825 | 76227237 | US LCAP GR ETF |
| ISHARES TR | 702947 | 75292682 | NATIONAL MUN ETF |
| VANGUARD INTL EQUITY INDEX F | 737382 | 61652544 | FTSE EUROPE ETF |
| VANGUARD INDEX FDS | 254131 | 48536514 | VALUE ETF |
| MICROSOFT CORP | 98172 | 47478073 | COM |
| APPLE INC | 167839 | 45628696 | COM |
| SPDR S&P 500 ETF TR | 55213 | 37748929 | TR UNIT |
| NVIDIA CORPORATION | 148929 | 27775214 | COM |
| ISHARES INC | 326745 | 26381405 | MSCI JAPAN ETF |
| ISHARES INC | 122386 | 22735647 | MSCI WORLD ETF |
| VANGUARD INDEX FDS | 56306 | 18877731 | TOTAL STK MKT |
| AMAZON COM INC | 79781 | 18415050 | COM |
| VANGUARD WHITEHALL FDS | 123124 | 17670690 | HIGH DIV YLD |
| ISHARES TR | 182485 | 15445530 | CORE MSCI TOTAL |
| ALPHABET INC | 48750 | 15297754 | CAP STK CL C |
| ALPHABET INC | 48658 | 15229839 | CAP STK CL A |
| BROADCOM INC | 39277 | 13593770 | COM |
| VANGUARD INDEX FDS | 25935 | 12652649 | GROWTH ETF |
| BERKSHIRE HATHAWAY INC DEL | 22407 | 11262879 | CL B NEW |
| JPMORGAN CHASE & CO. | 33940 | 10936243 | COM |
| ISHARES TR | 109626 | 9079202 | 1 3 YR TREAS BD |
| VISA INC | 25793 | 9046031 | COM CL A |
| COSTCO WHSL CORP NEW | 10141 | 8744663 | COM |
| INVESCO EXCH TRADED FD TR II | 409980 | 8609575 | SR LN ETF |
| META PLATFORMS INC | 12998 | 8579742 | CL A |
| ISHARES TR | 262543 | 8128316 | PFD AND INCM SEC |
| ELI LILLY & CO | 6726 | 7228298 | COM |
| ISHARES TR | 182000 | 7179900 | INTL SEL DIV ETF |
| ISHARES TR | 69572 | 6680999 | MSCI EAFE ETF |
| ISHARES TR | 65406 | 6649844 | 10-20 YR TRS ETF |
| TESLA INC | 11561 | 5199213 | COM |
| VANGUARD TAX-MANAGED FDS | 81243 | 5075272 | VAN FTSE DEV MKT |
| TAIWAN SEMICONDUCTOR MFG LTD | 16520 | 5033000 | SPONSORED ADS |
| HOME DEPOT INC | 13553 | 4663587 | COM |
| ABBVIE INC | 20363 | 4652847 | COM |
| WELLS FARGO CO NEW | 48567 | 4526444 | COM |
| MASTERCARD INCORPORATED | 7852 | 4482550 | CL A |
| ALIBABA GROUP HLDG LTD | 30102 | 4412351 | SPONSORED ADS |
| ISHARES TR | 38115 | 4066912 | SHRT NAT MUN ETF |
| VANGUARD WHITEHALL FDS | 44000 | 3960000 | INTL HIGH ETF |
| JOHNSON & JOHNSON | 18991 | 3930111 | COM |
| SHERWIN WILLIAMS CO | 12106 | 3922707 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5 | 3774000 | CL A |
| VANGUARD INTL EQUITY INDEX F | 68327 | 3673273 | FTSE EMR MKT ETF |
| MERCK & CO INC | 34445 | 3655159 | COM |
| GE AEROSPACE | 11722 | 3615048 | COM NEW |
| EXXON MOBIL CORP | 28776 | 3462861 | COM |
| ISHARES TR | 7062 | 3342224 | RUS 1000 GRW ETF |
| CINTAS CORP | 16153 | 3037895 | COM |
| QUANTA SVCS INC | 6891 | 2908415 | COM |
| SCHWAB STRATEGIC TR | 108309 | 2840944 | US BRD MKT ETF |
| THERMO FISHER SCIENTIFIC INC | 4877 | 2828069 | COM |
| INTUIT | 4228 | 2800764 | COM |
| PEPSICO INC | 18856 | 2728623 | COM |
| INTUITIVE SURGICAL INC | 4626 | 2619981 | COM NEW |
| ISHARES TR | 3748 | 2567097 | CORE S&P500 ETF |
| NETFLIX INC | 26615 | 2495422 | COM |
| WALMART INC | 21799 | 2433221 | COM |
| BANK AMERICA CORP | 43936 | 2416474 | COM |
| RTX CORPORATION | 12685 | 2326423 | COM |
| CARTERS INC | 70904 | 2299417 | COM |
| THE CIGNA GROUP | 7917 | 2178916 | COM |
| MCDONALDS CORP | 6970 | 2130094 | COM |
| TJX COS INC NEW | 13520 | 2076807 | COM |
| COLGATE PALMOLIVE CO | 26123 | 2064266 | COM |
| MOODYS CORP | 4034 | 2060769 | COM |
| GE VERNOVA INC | 3148 | 2057439 | COM |
| BLACKSTONE INC | 13203 | 2035110 | COM |
| CISCO SYS INC | 26364 | 2030819 | COM |
| QUALCOMM INC | 11686 | 1998900 | COM |
| CHEVRON CORP NEW | 13091 | 1995199 | COM |
| UNION PAC CORP | 8529 | 1972928 | COM |
| SCHWAB STRATEGIC TR | 77235 | 1856729 | INTL EQTY ETF |
| MICRON TECHNOLOGY INC | 6461 | 1844695 | COM |
| SCHWAB STRATEGIC TR | 67485 | 1836267 | FUNDAMENTAL US L |
| UBER TECHNOLOGIES INC | 21693 | 1772535 | COM |
| ISHARES TR | 14345 | 1768165 | S&P 500 GRWT ETF |
| EVERCORE INC | 4813 | 1637623 | CLASS A |
| FOX FACTORY HLDG CORP | 94634 | 1619188 | COM |
| ABBOTT LABS | 12387 | 1552027 | COM |
| ISHARES TR | 6303 | 1551546 | RUSSELL 2000 ETF |
| PLAINS GP HLDGS L P | 80894 | 1548311 | LTD PARTNR INT A |
| ISHARES TR | 15398 | 1545651 | 0-3 MNTH TREASRY |
| GOLDMAN SACHS GROUP INC | 1748 | 1536457 | COM |
| ISHARES TR | 23087 | 1523744 | CORE S&P MCP ETF |
| EA SERIES TRUST | 29522 | 1513580 | FREEDOM 100 EM |
| ROBINHOOD MKTS INC | 13165 | 1488962 | COM CL A |
| FORD MTR CO | 112937 | 1481729 | COM |
| COUPANG INC | 62452 | 1473243 | CL A |
| ARES MANAGEMENT CORPORATION | 9046 | 1462105 | CL A COM STK |
| ISHARES TR | 6932 | 1458077 | RUS 1000 VAL ETF |
| POLARIS INC | 22530 | 1425023 | COM |
| EATON CORP PLC | 4468 | 1423103 | SHS |
| LAM RESEARCH CORP | 8143 | 1395500 | COM NEW |
| ORACLE CORP | 7110 | 1385810 | COM |
| PHILIP MORRIS INTL INC | 8544 | 1382351 | COM |
| SERVICENOW INC | 9012 | 1380548 | COM |
| INTERNATIONAL BUSINESS MACHS | 4641 | 1374711 | COM |
| PALANTIR TECHNOLOGIES INC | 7672 | 1363698 | CL A |
| INVESCO QQQ TR | 2197 | 1349619 | UNIT SER 1 |
| VANGUARD SPECIALIZED FUNDS | 6127 | 1346502 | DIV APP ETF |
| HCA HEALTHCARE INC | 2867 | 1338488 | COM |
| CUMMINS INC | 2615 | 1334827 | COM |
| AMERICAN EXPRESS CO | 3606 | 1334040 | COM |
| DANAHER CORPORATION | 5776 | 1323797 | COM |
| PROGRESSIVE CORP | 5763 | 1312350 | COM |
| ACCENTURE PLC IRELAND | 4885 | 1310646 | SHS CLASS A |
| DISNEY WALT CO | 11402 | 1305395 | COM |
| BLACKROCK INC | 1206 | 1290830 | COM |
| ADVANCED MICRO DEVICES INC | 5984 | 1281533 | COM |
| SALESFORCE INC | 4710 | 1249672 | COM |
| BOOKING HOLDINGS INC | 233 | 1247792 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 18148 | 1240597 | SHS REP COM UT |
| APPLIED MATLS INC | 4788 | 1230468 | COM |
| COCA COLA CO | 17202 | 1202579 | COM |
| PROCTER AND GAMBLE CO | 8282 | 1186893 | COM |
| ANALOG DEVICES INC | 4326 | 1173211 | COM |
| VANGUARD WORLD FD | 1547 | 1166133 | INF TECH ETF |
| ISHARES TR | 13983 | 1153318 | CORE MSCI INTL |
| MORGAN STANLEY | 6468 | 1148264 | COM NEW |
| LINDE PLC | 2685 | 1144857 | SHS |
| ISHARES TR | 12777 | 1143030 | CORE MSCI EAFE |
| BRISTOL-MYERS SQUIBB CO | 20755 | 1119525 | COM |
| AMPHENOL CORP NEW | 8253 | 1117388 | CL A |
| WASTE MGMT INC DEL | 4982 | 1094595 | COM |
| REPUBLIC SVCS INC | 5104 | 1081691 | COM |
| SCHWAB CHARLES CORP | 10609 | 1059945 | COM |
| ISHARES GOLD TR | 13000 | 1055210 | ISHARES NEW |
| UNITEDHEALTH GROUP INC | 3172 | 1047258 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 3707 | 1023490 | ORD SHS |
| ENTERPRISE PRODS PARTNERS L | 30983 | 993315 | COM |
| LOWES COS INC | 4099 | 988515 | COM |
| LOCKHEED MARTIN CORP | 1950 | 943157 | COM |
| WHIRLPOOL CORP | 13034 | 940273 | COM |
| MOTOROLA SOLUTIONS INC | 2400 | 922851 | COM NEW |
| ADOBE INC | 2590 | 906474 | COM |
| SELECT SECTOR SPDR TR | 19929 | 891031 | STATE STREET ENE |
| CONOCOPHILLIPS | 9496 | 888921 | COM |
| NEUBERGER BERMAN ETF TRUST | 17293 | 885125 | SHORT DURATION I |
| ISHARES TR | 7318 | 879477 | CORE S&P SCP ETF |
| SPDR GOLD TR | 2183 | 865145 | GOLD SHS |
| NIKE INC | 13272 | 851132 | CL B |
| DUKE ENERGY CORP NEW | 7085 | 830433 | COM NEW |
| CATERPILLAR INC | 1443 | 826674 | COM |
| TOAST INC | 22920 | 813889 | CL A |
| IDEXX LABS INC | 1179 | 797629 | COM |
| T-MOBILE US INC | 3863 | 784344 | COM |
| PALO ALTO NETWORKS INC | 4207 | 774929 | COM |
| AMPLIFY ETF TR | 27928 | 772768 | AMPLIFY JUNIOR S |
| ISHARES INC | 11392 | 765737 | CORE MSCI EMKT |
| ADVISORSHARES TR | 231707 | 764633 | PURE CANNABIS |
| ISHARES TR | 7941 | 764480 | RUS MID CAP ETF |
| WILLIAMS COS INC | 12560 | 754964 | COM |
| NEXTERA ENERGY INC | 9278 | 744838 | COM |
| EVERUS CONSTR GROUP | 8621 | 737613 | COM |
| INSULET CORP | 2589 | 735897 | COM |
| PHILLIPS 66 | 5543 | 715269 | COM |
| SAFEHOLD INC | 51252 | 710711 | COM |
| 3M CO | 4433 | 709723 | COM |
| APOLLO GLOBAL MGMT INC | 4857 | 703065 | COM |
| INTEL CORP | 18973 | 700116 | COM |
| CITIGROUP INC | 5802 | 677035 | COM NEW |
| MDU RES GROUP INC | 34281 | 673964 | COM |
| STRYKER CORPORATION | 1909 | 672384 | COM |
| TEXAS INSTRS INC | 3845 | 667069 | COM |
| AMGEN INC | 2025 | 662828 | COM |
| VANGUARD INDEX FDS | 2268 | 658282 | MID CAP ETF |
| AT&T INC | 26440 | 656770 | COM |
| RBC BEARINGS INC | 1449 | 649775 | COM |
| CAPITAL ONE FINL CORP | 2635 | 638619 | COM |
| ZIONS BANCORPORATION N A | 10726 | 627900 | COM |
| AMERICAN CENTY ETF TR | 5505 | 615349 | US EQT ETF |
| BOSTON SCIENTIFIC CORP | 6428 | 612910 | COM |
| COGNYTE SOFTWARE LTD | 64314 | 604552 | ORD SHS |
| KNIFE RIVER CORP | 8571 | 602970 | COMMON STOCK |
| ECOLAB INC | 2262 | 595249 | COM |
| SELECT SECTOR SPDR TR | 4056 | 583942 | STATE STREET TEC |
| SELECT SECTOR SPDR TR | 10620 | 581643 | STATE STREET FIN |
| ALTRIA GROUP INC | 9836 | 577546 | COM |
| SAP SE | 2350 | 570839 | SPON ADR |
| AMERICAN TOWER CORP NEW | 3207 | 567347 | COM |
| US BANCORP DEL | 10438 | 562399 | COM NEW |
| VANGUARD INDEX FDS | 1851 | 559206 | SML CP GRW ETF |
| MONSTER BEVERAGE CORP NEW | 7221 | 553634 | COM |
| REVVITY INC | 5694 | 550895 | COM |
| CARETRUST REIT INC | 15024 | 548301 | COM |
| DOORDASH INC | 2404 | 544458 | CL A |
| CROWDSTRIKE HLDGS INC | 1150 | 539074 | CL A |
| VANGUARD INDEX FDS | 2087 | 538292 | SMALL CP ETF |
| MEDPACE HLDGS INC | 951 | 534129 | COM |
| S&P GLOBAL INC | 1022 | 534087 | COM |
| MEDTRONIC PLC | 5490 | 531035 | SHS |
| DEERE & CO | 1135 | 530261 | COM |
| CHUBB LIMITED | 1693 | 530057 | COM |
| VERTEX PHARMACEUTICALS INC | 1168 | 529524 | COM |
| BOEING CO | 2423 | 526082 | COM |
| BANK NEW YORK MELLON CORP | 4459 | 517688 | COM |
| GILEAD SCIENCES INC | 4192 | 514526 | COM |
| STARBUCKS CORP | 6051 | 509555 | COM |
| DAILY JOURNAL CORP | 1044 | 508762 | COM |
| ULTA BEAUTY INC | 839 | 507603 | COM |
| COMMVAULT SYS INC | 4018 | 503696 | COM |
| KINDER MORGAN INC DEL | 18242 | 501476 | COM |
| VANGUARD INTL EQUITY INDEX F | 6777 | 498516 | ALLWRLD EX US |
| AUTOMATIC DATA PROCESSING IN | 1916 | 496001 | COM |
| KLA CORP | 407 | 494538 | COM NEW |
| FIDELITY WISE ORIGIN BITCOIN | 6473 | 493437 | SHS |
| HONEYWELL INTL INC | 2788 | 489049 | COM |
| SCHWAB STRATEGIC TR | 17463 | 479010 | US DIVIDEND EQ |
| LABCORP HOLDINGS INC | 1908 | 478679 | COM SHS |
| CYBERARK SOFTWARE LTD | 1066 | 475500 | SHS |
| PAN AMERN SILVER CORP | 9131 | 473077 | COM |
| GUIDEWIRE SOFTWARE INC | 2347 | 471770 | COM |
| BECTON DICKINSON & CO | 2424 | 470517 | COM |
| SELECT SECTOR SPDR TR | 4736 | 469505 | STATE STREET CON |
| VERIZON COMMUNICATIONS INC | 11501 | 468436 | COM |
| VALERO ENERGY CORP | 2873 | 467716 | COM |
| KRATOS DEFENSE & SEC SOLUTIO | 6153 | 467074 | COM NEW |
| MCKESSON CORP | 566 | 464738 | COM |
| SPDR INDEX SHS FDS | 9900 | 463419 | PORTFOLIO EMG MK |
| AEROVIRONMENT INC | 1915 | 463219 | COM |
| CROWN CASTLE INC | 5165 | 459014 | COM |
| WW GRAINGER INC | 445 | 448648 | COM |
| GLOBUS MED INC | 5116 | 446678 | CL A |
| LIVERAMP HLDGS INC | 15038 | 441666 | COM |
| NOVARTIS AG | 3200 | 441252 | SPONSORED ADR |
| DIMENSIONAL ETF TRUST | 11478 | 436508 | US HIGH PROFITAB |
| EXELIXIS INC | 9932 | 435320 | COM |
| ISHARES TR | 2041 | 432835 | S&P 500 VAL ETF |
| APPLOVIN CORP | 641 | 431919 | COM CL A |
| WINNEBAGO INDS INC | 10653 | 431660 | COM |
| CORNING INC | 4918 | 430620 | COM |
| JOHNSON CTLS INTL PLC | 3549 | 426410 | SHS |
| EOG RES INC | 4036 | 423820 | COM |
| VANECK ETF TRUST | 1147 | 413069 | SEMICONDUCTR ETF |
| XYLEM INC | 3025 | 411945 | COM |
| CME GROUP INC | 1498 | 409074 | COM |
| LAS VEGAS SANDS CORP | 6245 | 406487 | COM |
| PNC FINL SVCS GROUP INC | 1924 | 401597 | COM |
| HILTON WORLDWIDE HLDGS INC | 1397 | 401288 | COM |
| EMERSON ELEC CO | 2967 | 393829 | COM |
| DIMENSIONAL ETF TRUST | 8351 | 389090 | US MKTWIDE VALUE |
| VANGUARD MALVERN FDS | 7797 | 385640 | STRM INFPROIDX |
| SEA LTD | 3020 | 385261 | SPONSORD ADS |
| BIO-TECHNE CORP | 6530 | 384029 | COM |
| OREILLY AUTOMOTIVE INC | 4183 | 381531 | COM |
| BAKER HUGHES COMPANY | 8326 | 379166 | CL A |
| BALL CORP | 7140 | 378206 | COM |
| ASML HOLDING N V | 351 | 375521 | N Y REGISTRY SHS |
| FORTINET INC | 4691 | 372512 | COM |
| NORTHROP GRUMMAN CORP | 652 | 371777 | COM |
| J P MORGAN EXCHANGE TRADED F | 3986 | 370698 | BETABUILDERS CDA |
| DIMENSIONAL ETF TRUST | 9303 | 368319 | US CORE EQUITY 2 |
| ALLSTATE CORP | 1750 | 365999 | COM |
| DIGITAL RLTY TR INC | 2347 | 364080 | COM |
| VEEVA SYS INC | 1614 | 360293 | CL A COM |
| DOMINION ENERGY INC | 6127 | 358981 | COM |
| DIMENSIONAL ETF TRUST | 10393 | 358143 | INTL CORE EQUITY |
| FEDEX CORP | 1225 | 355578 | COM |
| PFIZER INC | 14273 | 355388 | COM |
| AMERICAN ELEC PWR CO INC | 3079 | 355039 | COM |
| TRACTOR SUPPLY CO | 7076 | 353871 | COM |
| EXTRA SPACE STORAGE INC | 2707 | 352506 | COM |
| BOEING CO | 5000 | 351000 | DEP CONV PFD A |
| ISHARES TR | 5700 | 349752 | GLB INFRASTR ETF |
| WELLTOWER INC | 1870 | 347108 | COM |
| PROLOGIS INC. | 2690 | 343425 | COM |
| SHELL PLC | 4595 | 337641 | SPON ADS |
| AUTOZONE INC | 99 | 335759 | COM |
| OLD DOMINION FREIGHT LINE IN | 2130 | 333984 | COM |
| REPLIGEN CORP | 2032 | 332964 | COM |
| SIXTH STREET SPECIALTY LENDI | 15000 | 332700 | COM |
| NCINO INC | 12920 | 331269 | COM |
| CSX CORP | 9107 | 330129 | COM |
| HALLIBURTON CO | 11580 | 327251 | COM |
| ARES CAPITAL CORP | 16000 | 323680 | COM |
| GALLAGHER ARTHUR J & CO | 1248 | 322970 | COM |
| FAIR ISAAC CORP | 190 | 321218 | COM |
| ZOETIS INC | 2544 | 320086 | CL A |
| HARTFORD INSURANCE GROUP INC | 2311 | 319776 | COM |
| CARDINAL HEALTH INC | 1519 | 312155 | COM |
| PARKER-HANNIFIN CORP | 354 | 311152 | COM |
| SELECT SECTOR SPDR TR | 2008 | 310838 | STATE STREET HEA |
| CHURCH & DWIGHT CO INC | 3695 | 309824 | COM |
| GENERAL MTRS CO | 3777 | 307128 | COM |
| NVENT ELECTRIC PLC | 3008 | 306726 | SHS |
| ARISTA NETWORKS INC | 2338 | 306348 | COM SHS |
| SYNOPSYS INC | 652 | 306257 | COM |
| FIFTH THIRD BANCORP | 6447 | 304363 | COM |
| WARNER BROS DISCOVERY INC | 10302 | 296904 | COM SER A |
| ILLINOIS TOOL WKS INC | 1187 | 294269 | COM |
| RESMED INC | 1216 | 292898 | COM |
| SNOWFLAKE INC | 1327 | 291091 | COM SHS |
| INNVENTURE INC | 68957 | 288240 | COM |
| STATE STR CORP | 2234 | 288208 | COM |
| HESS MIDSTREAM LP | 8300 | 286350 | CL A SHS |
| REALTY INCOME CORP | 5026 | 284651 | COM |
| GENERAL DYNAMICS CORP | 827 | 278418 | COM |
| ISHARES TR | 2516 | 276534 | TIPS BD ETF |
| IQVIA HLDGS INC | 1226 | 276353 | COM |
| MARATHON PETE CORP | 1698 | 276146 | COM |
| ISHARES TR | 3858 | 275500 | EAFE VALUE ETF |
| TRINITY CAP INC | 18553 | 271801 | COM |
| ISHARES TR | 2680 | 267678 | CORE US AGGBD ET |
| DOMINOS PIZZA INC | 641 | 267182 | COM |
| INVESCO EXCH TRADED FD TR II | 4775 | 266302 | INVESCO PHLX SM |
| PG&E CORP | 16158 | 260467 | COM |
| TRANE TECHNOLOGIES PLC | 669 | 260443 | SHS |
| FRANKLIN RESOURCES INC | 10679 | 258645 | COM |
| WEST PHARMACEUTICAL SVSC INC | 940 | 258632 | COM |
| NOVO-NORDISK A S | 5076 | 258277 | ADR |
| ONEOK INC NEW | 3479 | 255718 | COM |
| TRAVELERS COMPANIES INC | 872 | 252932 | COM |
| ISHARES TR | 780 | 251948 | RUS 2000 GRW ETF |
| GOLDMAN SACHS ETF TR | 1900 | 251503 | ACTIVEBETA US LG |
| FREEPORT-MCMORAN INC | 4943 | 251055 | CL B |
| FASTENAL CO | 6214 | 249368 | COM |
| VENTAS INC | 3201 | 249230 | COM |
| CADENCE DESIGN SYSTEM INC | 789 | 246626 | COM |
| WORLD GOLD TR | 2881 | 245951 | SPDR GLD MINIS |
| QUALYS INC | 1850 | 245865 | COM |
| NOKIA CORP | 37806 | 244605 | SPONSORED ADR |
| J P MORGAN EXCHANGE TRADED F | 3308 | 242476 | BETABUILDERS EUR |
| CARRIER GLOBAL CORPORATION | 4567 | 241320 | COM |
| US FOODS HLDG CORP | 3161 | 238087 | COM |
| BITWISE 10 CRYPTO INDEX ETF | 3948 | 231984 | UNIT BENEFICIAL |
| J P MORGAN EXCHANGE TRADED F | 3973 | 229111 | EQUITY PREMIUM |
| SPS COMM INC | 2549 | 227192 | COM |
| APOLLO GLOBAL MGMT INC | 3000 | 225960 | SER A MAND CNV |
| BANCO BILBAO VIZCAYA ARGENTA | 9505 | 221562 | SPONSORED ADR |
| MANHATTAN ASSOCIATES INC | 1278 | 221490 | COM |
| HEICO CORP NEW | 683 | 221012 | COM |
| DATA STORAGE CORP | 43100 | 220672 | COM NEW |
| SPOTIFY TECHNOLOGY S A | 380 | 220670 | SHS |
| ISHARES TR | 2151 | 220564 | CORE S&P US VLU |
| FACTSET RESH SYS INC | 756 | 219384 | COM |
| AON PLC | 613 | 216315 | SHS CL A |
| MERIT MED SYS INC | 2451 | 216031 | COM |
| HP INC | 9554 | 215742 | COM |
| EBAY INC. | 2476 | 215628 | COM |
| ASTRAZENECA PLC | 2339 | 215024 | SPONSORED ADR |
| FLEXSHARES TR | 4664 | 213844 | MORNSTAR UPSTR |
| RAYMOND JAMES FINL INC | 1324 | 212621 | COM |
| TEXAS ROADHOUSE INC | 1279 | 212314 | COM |
| CONSTELLATION ENERGY CORP | 600 | 211962 | COM |
| COMFORT SYS USA INC | 226 | 210924 | COM |
| AXON ENTERPRISE INC | 370 | 210134 | COM |
| SONY GROUP CORP | 8181 | 209434 | SPONSORED ADR |
| MARSH & MCLENNAN COS INC | 1126 | 208896 | COM |
| GLOBAL X FDS | 11811 | 208700 | NASDAQ 100 COVER |
| UNITED PARCEL SERVICE INC | 2097 | 208001 | CL B |
| COMCAST CORP NEW | 6894 | 206062 | CL A |
| METLIFE INC | 2610 | 206033 | COM |
| CITIZENS FINL GROUP INC | 3514 | 205253 | COM |
| AUTODESK INC | 692 | 204839 | COM |
| SHOPIFY INC | 1270 | 204432 | CL A SUB VTG SHS |
| J P MORGAN EXCHANGE TRADED F | 4000 | 203078 | ULTRA SHRT ETF |
| SSGA ACTIVE ETF TR | 5000 | 202525 | STATE STREET ULT |
| SEMPRA | 2279 | 202492 | COM |
| MORNINGSTAR INC | 929 | 201881 | COM |
| ISHARES TR | 1006 | 200902 | U.S. TECH ETF |
| ISHARES TR | 657 | 197856 | ISHARES SEMICDTR |
| ISHARES INC | 5310 | 188346 | MSCI AUSTRIA ETF |
| COMPASS INC | 17640 | 186455 | CL A |
| ORLA MNG LTD NEW | 13576 | 182869 | COM |
| TAKEDA PHARMACEUTICAL CO LTD | 11614 | 181062 | SPONSORED ADS |
| VANGUARD INDEX FDS | 854 | 180869 | SM CP VAL ETF |
| ISHARES TR | 1266 | 178683 | SELECT DIVID ETF |
| FRANKLIN UNVL TR | 22088 | 176704 | SH BEN INT |
| FIRST TR EXCHANGE TRADED FD | 1350 | 175608 | CLOUD COMPUTING |
| SELECT SECTOR SPDR TR | 1116 | 173114 | STATE STREET IND |
| ARES MANAGEMENT CORPORATION | 3200 | 163692 | 6.75 SE B PFD |
| ISHARES TR | 608 | 152188 | MSCI USA MMENTM |
| ISHARES TR | 1420 | 149100 | GLOBAL TECH ETF |
| ISHARES TR | 944 | 148869 | MICRO-CAP ETF |
| DIMENSIONAL ETF TRUST | 4565 | 144551 | INTL HIGH PROFIT |
| GOLDMAN SACHS ETF TR | 1600 | 136192 | EQUAL WEIGHT US |
| UNITED MARITIME CORPORATION | 77052 | 130988 | COM |
| ISHARES TR | 719 | 130290 | RUS 2000 VAL ETF |
| BANK AMERICA CORP | 100 | 126775 | 7.25%CNV PFD L |
| ISHARES TR | 972 | 110730 | EAFE GRWTH ETF |
| LLOYDS BANKING GROUP PLC | 20597 | 109164 | SPONSORED ADR |
| STAR HLDGS | 13199 | 108628 | SHS BEN INT |
| AMPLIFY ETF TR | 3344 | 108580 | BLACKSWAN GRWT |
| ISHARES TR | 717 | 106611 | CORE S&P TTL STK |
| SABLE OFFSHORE CORP | 11304 | 101962 | COM SHS |
| URANIUM RTY CORP | 28590 | 101209 | COM |
| SCHWAB STRATEGIC TR | 2800 | 100968 | FUNDAMENTAL EMER |
| SPDR INDEX SHS FDS | 2233 | 99169 | PORTFOLIO DEVLPD |
| WIPRO LTD | 33512 | 95174 | SPON ADR 1 SH |
| CUE BIOPHARMA INC | 310000 | 94674 | COM |
| ISHARES TR | 1380 | 92639 | MSCI ACWI EX US |
| VANGUARD WORLD FD | 488 | 90300 | UTILITIES ETF |
| AMERICAN CENTY ETF TR | 932 | 87580 | INTL SMCP VLU |
| ISHARES TR | 1500 | 86190 | CALIF MUN BD ETF |
| VANGUARD WORLD FD | 424 | 82099 | COMM SRVC ETF |
| ISHARES INC | 1089 | 79149 | MSCI EMRG CHN |
| ISHARES TR | 810 | 77890 | 7-10 YR TRSY BD |
| ISHARES TR | 784 | 74506 | ESG AW MSCI EAFE |
| WELLS FARGO CO NEW | 60 | 72782 | PERP PFD CNV A |
| SCHWAB STRATEGIC TR | 1500 | 67815 | FUNDAMENTAL INTL |
| DIMENSIONAL ETF TRUST | 1123 | 66875 | US TARGETED VLU |
| VANGUARD INDEX FDS | 225 | 62807 | MCAP GR IDXVIP |
| 1STDIBS COM INC | 10208 | 61146 | COM |
| GLOBAL X FDS | 1165 | 59259 | ARTIFICIAL ETF |
| ISHARES TR | 1071 | 58594 | MSCI EMG MKT ETF |
| GLOBAL X FDS | 1140 | 54855 | US INFR DEV ETF |
| SELECT SECTOR SPDR TR | 1200 | 51228 | STATE STREET UTI |
| J P MORGAN EXCHANGE TRADED F | 774 | 51014 | BETABULDRS JAPAN |
| VANGUARD WORLD FD | 355 | 50112 | MEGA CAP VAL ETF |
| VANGUARD INDEX FDS | 264 | 46787 | MCAP VL IDXVIP |
| FIRST TR EXCHANGE TRADED FD | 625 | 44656 | NASDAQ CYB ETF |
| J P MORGAN EXCHANGE TRADED F | 440 | 40740 | BETBULD MSCI |
| ISHARES TR | 94 | 35103 | RUS 1000 ETF |
| ISHARES TR | 207 | 34935 | ISHARES BIOTECH |
| ISHARES TR | 175 | 34759 | MSCI USA QLT FCT |
| ISHARES TR | 94 | 32239 | S&P 100 ETF |
| VANGUARD INDEX FDS | 142 | 29695 | EXTEND MKT ETF |
| ISHARES TR | 200 | 28232 | S&P SML 600 GWT |
| VANGUARD INDEX FDS | 87 | 27388 | LARGE CAP ETF |
| NEXTERA ENERGY INC | 552 | 26910 | UNIT 11/01/2027 |
| SPDR SERIES TRUST | 1180 | 26585 | BLOOMBERG INTL T |
| ISHARES TR | 475 | 25593 | ISHS 5-10YR INVT |
| ISHARES TR | 141 | 23680 | CORE S&P US GWT |
| VANECK ETF TRUST | 196 | 20317 | MRNGSTR WDE MOAT |
| GLOBAL X FDS | 500 | 20315 | S&P 500 COVERED |
| VANGUARD INDEX FDS | 223 | 19733 | REAL ESTATE ETF |
| GLOBAL X FDS | 536 | 18579 | S&P 500 QLT ETF |
| FIRST TR EXCHANGE TRADED FD | 1166 | 18270 | INDXX NAT RE ETF |
| ISHARES TR | 235 | 18220 | EAFE SML CP ETF |
| SCHWAB STRATEGIC TR | 610 | 17368 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 627 | 16873 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 559 | 16816 | US MID-CAP ETF |
| DIMENSIONAL ETF TRUST | 497 | 16371 | INTL SMALL CAP E |
| VANGUARD INTL EQUITY INDEX F | 177 | 15979 | FTSE PACIFIC ETF |
| DEFI TECHNOLOGIES INC | 20000 | 15092 | COM |
| GLOBAL X FDS | 529 | 12678 | DORSEY WRIGHT |
| ISHARES TR | 89 | 12169 | MSCI USA VALUE |
| SPDR INDEX SHS FDS | 305 | 10956 | MSCI ACWI EXUS |
| ISHARES TR | 143 | 10716 | RUSEL 2500 ETF |
| HEICO CORP NEW | 34 | 8583 | CL A |
| VANECK ETF TRUST | 100 | 7279 | AGRIBUSINESS ETF |
| AMERICAN CENTY ETF TR | 85 | 6997 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 96 | 6670 | US SMALL CAP ETF |
| SELECT SECTOR SPDR TR | 163 | 6577 | STATE STREET REA |
| J P MORGAN EXCHANGE TRADED F | 116 | 6531 | BETABUILDERS DEV |
| ADVISORSHARES TR | 1200 | 5664 | PURE US CANNABIS |
| ISHARES TR | 40 | 5574 | ESG OPTIMIZED |
| DIMENSIONAL ETF TRUST | 99 | 4940 | INTERNATNAL VAL |
| ISHARES TR | 59 | 3254 | US REGNL BKS ETF |
| ISHARES INC | 37 | 2351 | MSCI TAIWAN ETF |
| VANGUARD WORLD FD | 4 | 1151 | HEALTH CAR ETF |
| SSGA ACTIVE ETF TR | 7 | 346 | STATE STREET GLO |
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