Concord Wealth Partners - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Concord Wealth Partners held in its portfolio 500 assets valued at $769,743,456 (i.e. $769.74M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($125.69M), NVIDIA CORPORATION ($37.52M), and SPDR INDEX SHS FDS ($32.91M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Concord Wealth Partners - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 3399668 | 125689833 | STATE STREET SPD |
| NVIDIA CORPORATION | 201199 | 37523631 | COM |
| SPDR INDEX SHS FDS | 740978 | 32906846 | PORTFOLIO DEVLPD |
| SSGA ACTIVE TR | 1140550 | 32437240 | STATE STREET BLA |
| ISHARES TR | 291782 | 32139746 | TRUST ISHARE 0-1 |
| MICROSOFT CORP | 40706 | 19686167 | COM |
| AMERICAN CENTY ETF TR | 242611 | 18685885 | AVANTIS EMGMKT |
| APPLE INC | 65301 | 17752659 | COM |
| DIMENSIONAL ETF TRUST | 176223 | 13070466 | US EQUITY MARKET |
| WISDOMTREE TR | 229002 | 11816503 | US MIDCAP DIVID |
| DIMENSIONAL ETF TRUST | 274432 | 11679846 | CORE FIXED INCOM |
| DIMENSIONAL ETF TRUST | 232998 | 11172238 | SHORT DURATION F |
| BROADCOM INC | 31786 | 11000985 | COM |
| SPDR INDEX SHS FDS | 246368 | 10824256 | S&P INTL ETF |
| AMAZON COM INC | 44246 | 10212844 | COM |
| JPMORGAN CHASE & CO. | 30031 | 9676560 | COM |
| ALPHABET INC | 29525 | 9241343 | CAP STK CL A |
| INVESCO EXCHANGE TRADED FD T | 119681 | 8982059 | S&P500 QUALITY |
| AMERICAN CENTY ETF TR | 87375 | 8910540 | US SML CP VALU |
| INVESCO EXCHANGE TRADED FD T | 84917 | 8697218 | S&P MDCP QUALITY |
| META PLATFORMS INC | 12560 | 8290827 | CL A |
| ISHARES TR | 105327 | 7311809 | CORE DIV GRWTH |
| AMERICAN CENTY ETF TR | 92129 | 6980611 | US LARGE CAP VLU |
| ISHARES TR | 82479 | 6826807 | INTL DIV GRWTH |
| VANGUARD WHITEHALL FDS | 73420 | 6714264 | INTL DVD ETF |
| DIMENSIONAL ETF TRUST | 170790 | 5589971 | WORLD EX US CORE |
| CATERPILLAR INC | 9092 | 5208481 | COM |
| GOLDMAN SACHS GROUP INC | 5901 | 5187082 | COM |
| COCA COLA CO | 69243 | 4840804 | COM |
| BERKSHIRE HATHAWAY INC DEL | 9625 | 4838006 | CL B NEW |
| EXXON MOBIL CORP | 38017 | 4574950 | COM |
| LOCKHEED MARTIN CORP | 9215 | 4457061 | COM |
| MORGAN STANLEY | 24560 | 4360203 | COM NEW |
| JOHNSON & JOHNSON | 19890 | 4116157 | COM |
| HOME DEPOT INC | 11903 | 4095962 | COM |
| DIMENSIONAL ETF TRUST | 79935 | 4048691 | ULTRASHORT FIXED |
| PROSHARES TR | 38829 | 4040936 | S&P 500 DV ARIST |
| ELI LILLY & CO | 3645 | 3917213 | COM |
| NEXTERA ENERGY INC | 48030 | 3855864 | COM |
| TESLA INC | 8536 | 3838824 | COM |
| SOUTHERN CO | 40779 | 3555950 | COM |
| APPLIED MATLS INC | 13387 | 3440410 | COM |
| VISA INC | 9801 | 3437379 | COM CL A |
| TRUIST FINL CORP | 69847 | 3437171 | COM |
| UNION PAC CORP | 14659 | 3390962 | COM |
| MASTERCARD INCORPORATED | 5898 | 3367090 | CL A |
| DIMENSIONAL ETF TRUST | 83311 | 3298280 | US CORE EQUITY 2 |
| WALMART INC | 29178 | 3250725 | COM |
| ALPHABET INC | 10359 | 3250694 | CAP STK CL C |
| AMGEN INC | 9835 | 3219148 | COM |
| PROCTER AND GAMBLE CO | 22441 | 3216057 | COM |
| STEEL DYNAMICS INC | 18946 | 3210325 | COM |
| MCKESSON CORP | 3852 | 3159760 | COM |
| DISNEY WALT CO | 27347 | 3111251 | COM |
| CONOCOPHILLIPS | 32755 | 3066227 | COM |
| DIMENSIONAL ETF TRUST | 65005 | 3042242 | US CORE EQT MKT |
| CVS HEALTH CORP | 38028 | 3017936 | COM |
| ISHARES INC | 96223 | 2998297 | EM MKTS DIV ETF |
| ISHARES INC | 66809 | 2958024 | ASIA/PAC DIV ETF |
| SCHWAB STRATEGIC TR | 107352 | 2944654 | US DIVIDEND EQ |
| LAM RESEARCH CORP | 17075 | 2922825 | COM NEW |
| SALESFORCE INC | 10968 | 2905555 | COM |
| COSTCO WHSL CORP NEW | 3315 | 2858258 | COM |
| VANECK ETF TRUST | 7753 | 2792145 | SEMICONDUCTR ETF |
| SPDR INDEX SHS FDS | 43295 | 2787765 | EURO STOXX 50 |
| SCHWAB STRATEGIC TR | 72663 | 2620228 | FUNDAMENTAL EMER |
| CHUBB LIMITED | 8141 | 2540924 | COM |
| SSGA ACTIVE ETF TR | 60747 | 2507037 | STATE STREET BLA |
| ISHARES TR | 24660 | 2475371 | 0-3 MNTH TREASRY |
| WW GRAINGER INC | 2450 | 2472175 | COM |
| AUTOMATIC DATA PROCESSING IN | 9611 | 2472165 | COM |
| EATON CORP PLC | 7721 | 2459224 | SHS |
| INTUIT | 3708 | 2456255 | COM |
| TJX COS INC NEW | 14931 | 2293520 | COM |
| ISHARES TR | 18871 | 2252232 | 3 7 YR TREAS BD |
| TRAVELERS COMPANIES INC | 7755 | 2249428 | COM |
| MCDONALDS CORP | 7286 | 2226769 | COM |
| WILLIAMS SONOMA INC | 12423 | 2218633 | COM |
| INTUITIVE SURGICAL INC | 3902 | 2209937 | COM NEW |
| DIMENSIONAL ETF TRUST | 31492 | 2194074 | US SMALL CAP ETF |
| INTERNATIONAL BUSINESS MACHS | 7166 | 2122602 | COM |
| INVESCO QQQ TR | 3353 | 2060040 | UNIT SER 1 |
| KLA CORP | 1684 | 2046200 | COM NEW |
| DIMENSIONAL ETF TRUST | 41641 | 2005861 | NATL MUN BD ETF |
| ORACLE CORP | 10018 | 1952667 | COM |
| ISHARES TR | 15581 | 1894815 | CORE HIGH DV ETF |
| INVESCO EXCH TRADED FD TR II | 147199 | 1885617 | S&P SMLCAP HIG |
| DIMENSIONAL ETF TRUST | 48755 | 1858060 | INTL CORE EQT MK |
| VANGUARD INDEX FDS | 5405 | 1811985 | TOTAL STK MKT |
| CADENCE DESIGN SYSTEM INC | 5762 | 1801086 | COM |
| ABBOTT LABS | 14316 | 1793601 | COM |
| BANK AMERICA CORP | 32242 | 1773296 | COM |
| UNITEDHEALTH GROUP INC | 5355 | 1767748 | COM |
| VANGUARD INDEX FDS | 2773 | 1739312 | S&P 500 ETF SHS |
| TCW ETF TRUST | 43299 | 1714622 | FLEXIBLE INCOME |
| ABBVIE INC | 7389 | 1688245 | COM |
| VERIZON COMMUNICATIONS INC | 40906 | 1666109 | COM |
| ISHARES TR | 41506 | 1637427 | INTL SEL DIV ETF |
| PALO ALTO NETWORKS INC | 8746 | 1611013 | COM |
| CISCO SYS INC | 19301 | 1486738 | COM |
| WELLS FARGO CO NEW | 15947 | 1486254 | COM |
| CITIGROUP INC | 12670 | 1478445 | COM NEW |
| DUKE ENERGY CORP NEW | 12568 | 1473142 | COM NEW |
| SERVICENOW INC | 9472 | 1451016 | COM |
| J P MORGAN EXCHANGE TRADED F | 24523 | 1403697 | EQUITY PREMIUM |
| COLGATE PALMOLIVE CO | 17304 | 1367372 | COM |
| COMCAST CORP NEW | 44750 | 1337584 | CL A |
| DOMINION ENERGY INC | 21636 | 1267660 | COM |
| SPDR DOW JONES INDL AVERAGE | 2633 | 1265105 | UT SER 1 |
| AFLAC INC | 11406 | 1257766 | COM |
| J P MORGAN EXCHANGE TRADED F | 21472 | 1247953 | NASDAQ EQT PREM |
| CHEVRON CORP NEW | 8032 | 1224162 | COM |
| PROSHARES TR | 13551 | 1173207 | S&P TECH DIVIDEN |
| VANGUARD WHITEHALL FDS | 7990 | 1146750 | HIGH DIV YLD |
| BRISTOL-MYERS SQUIBB CO | 21259 | 1146733 | COM |
| PEPSICO INC | 7949 | 1140800 | COM |
| J P MORGAN EXCHANGE TRADED F | 17951 | 1134120 | US QUALTY FCTR |
| SPDR S&P 500 ETF TR | 1647 | 1123124 | TR UNIT |
| PFIZER INC | 44628 | 1111248 | COM |
| QUALCOMM INC | 6246 | 1068342 | COM |
| MARSH & MCLENNAN COS INC | 5684 | 1054496 | COM |
| BLACKROCK INC | 982 | 1051592 | COM |
| VANGUARD SCOTTSDALE FDS | 12555 | 1051512 | INT-TERM CORP |
| ISHARES TR | 5254 | 1049119 | U.S. TECH ETF |
| VANECK ETF TRUST | 37510 | 955745 | IG FLOATING RATE |
| COTERRA ENERGY INC | 35307 | 929271 | COM |
| ILLINOIS TOOL WKS INC | 3751 | 923839 | COM |
| DARDEN RESTAURANTS INC | 4528 | 833192 | COM |
| VANGUARD WORLD FD | 1102 | 830666 | INF TECH ETF |
| PIMCO ETF TR | 29661 | 791355 | MULTISECTOR BD |
| RTX CORPORATION | 4157 | 762415 | COM |
| LOWES COS INC | 3144 | 758258 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| DIMENSIONAL ETF TRUST | 13493 | 698921 | GLOBAL SUSTAINA |
| THE CIGNA GROUP | 2229 | 613406 | COM |
| PNC FINL SVCS GROUP INC | 2889 | 603021 | COM |
| S&P GLOBAL INC | 1126 | 588677 | COM |
| INVESCO EXCHANGE TRADED FD T | 5359 | 553867 | S&P500 PUR VAL |
| ALTRIA GROUP INC | 9305 | 536540 | COM |
| ISHARES TR | 5663 | 533228 | MSCI USA MIN VOL |
| INVESCO EXCH TRADED FD TR II | 24531 | 515153 | SR LN ETF |
| VANGUARD SCOTTSDALE FDS | 8517 | 510413 | INTER TERM TREAS |
| ISHARES TR | 1826 | 449461 | RUSSELL 2000 ETF |
| LINDE PLC | 1044 | 445073 | SHS |
| MARATHON PETE CORP | 2409 | 391776 | COM |
| STRYKER CORPORATION | 1114 | 391539 | COM |
| SKYWORKS SOLUTIONS INC | 6085 | 385827 | COM |
| INVESCO EXCH TRADED FD TR II | 1504 | 380392 | NASDAQ 100 ETF |
| BOSTON SCIENTIFIC CORP | 3907 | 372532 | COM |
| ISHARES TR | 3875 | 372079 | MSCI EAFE ETF |
| MARRIOTT INTL INC NEW | 1131 | 350881 | CL A |
| DELL TECHNOLOGIES INC | 2752 | 346422 | CL C |
| XCEL ENERGY INC | 4622 | 341381 | COM |
| DIMENSIONAL ETF TRUST | 6273 | 340223 | GLOBAL CR ETF |
| GRAYSCALE BITCOIN MINI TR ET | 8780 | 340049 | SHS NEW |
| ISHARES TR | 461 | 315860 | CORE S&P500 ETF |
| BRITISH AMERN TOB PLC | 5335 | 302068 | SPONSORED ADR |
| BLACKROCK CORPOR HI YLD FD I | 33688 | 299828 | COM |
| DIMENSIONAL ETF TRUST | 9074 | 295525 | EMGR CRE EQT MNG |
| VANGUARD SPECIALIZED FUNDS | 1317 | 289435 | DIV APP ETF |
| ISHARES TR | 2226 | 286776 | ESG MSCI KLD 400 |
| ISHARES TR | 2305 | 277042 | CORE S&P SCP ETF |
| DIMENSIONAL ETF TRUST | 5101 | 275824 | GLOBAL CORE PLUS |
| ISHARES TR | 4966 | 262609 | ISHS 1-5YR INVS |
| INVESCO EXCH TRADED FD TR II | 4165 | 262441 | S&P GBL WATER |
| FIDELITY COVINGTON TRUST | 1154 | 259361 | MSCI INFO TECH I |
| CSX CORP | 6938 | 251503 | COM |
| AMERICAN ELEC PWR CO INC | 2070 | 238692 | COM |
| GE AEROSPACE | 762 | 234777 | COM NEW |
| SPDR GOLD TR | 590 | 233662 | GOLD SHS |
| VANGUARD ADMIRAL FDS INC | 522 | 232135 | 500 GRTH IDX F |
| VANGUARD MALVERN FDS | 3016 | 230668 | SHORT DURATION B |
| VANGUARD BD INDEX FDS | 2960 | 230535 | INTERMED TERM |
| AIR PRODS & CHEMS INC | 921 | 227393 | COM |
| SCHWAB STRATEGIC TR | 9852 | 226300 | 5 10YR CORP BD |
| VANGUARD WHITEHALL FDS | 2500 | 225000 | INTL HIGH ETF |
| NUVEEN PFD & INCOME OPPORTUN | 27725 | 224848 | COM |
| NUSHARES ETF TR | 4870 | 219394 | NUVEEN ESG LRGVL |
| VANGUARD WORLD FD | 531 | 219199 | MEGA GRWTH IND |
| ISHARES TR | 3960 | 216674 | MSCI EMG MKT ETF |
| DIMENSIONAL ETF TRUST | 6191 | 213343 | INTL CORE EQUITY |
| IDEXX LABS INC | 311 | 210401 | COM |
| VANGUARD MUN BD FDS | 4051 | 203717 | TAX EXEMPT BD |
| TAIWAN SEMICONDUCTOR MFG LTD | 660 | 200566 | SPONSORED ADS |
| ISHARES SILVER TR | 3066 | 197524 | ISHARES |
| ISHARES TR | 2817 | 196458 | FUTURE EXPONENTI |
| PIMCO DYNAMIC INCOME FD | 10936 | 193669 | SHS |
| BNY MELLON ETF TRUST II | 5215 | 189956 | CONCENTRATED GRW |
| ISHARES TR | 1339 | 189018 | SELECT DIVID ETF |
| VANGUARD WORLD FD | 1562 | 188940 | ESG US STK ETF |
| SELECT SECTOR SPDR TR | 1602 | 179110 | STATE STREET CON |
| VANECK ETF TRUST | 3496 | 178704 | HIGH YLD MUNIETF |
| VANGUARD BD INDEX FDS | 2405 | 178125 | TOTAL BND MRKT |
| NOVARTIS AG | 1287 | 177439 | SPONSORED ADR |
| PALANTIR TECHNOLOGIES INC | 989 | 175813 | CL A |
| GE VERNOVA INC | 269 | 175653 | COM |
| ISHARES TR | 2650 | 174912 | CORE S&P MCP ETF |
| AMERICAN TOWER CORP NEW | 995 | 174673 | COM |
| DIMENSIONAL ETF TRUST | 3450 | 172158 | INTERNATNAL VAL |
| NATIONAL GRID PLC | 2132 | 164902 | SPONSORED ADR NE |
| ACCENTURE PLC IRELAND | 613 | 164468 | SHS CLASS A |
| DBX ETF TR | 4433 | 163282 | XTRACK USD HIGH |
| ISHARES TR | 1802 | 161250 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 528 | 159514 | SML CP GRW ETF |
| ISHARES INC | 1500 | 155055 | MSCI EQUAL WEITE |
| YUM BRANDS INC | 1000 | 151280 | COM |
| ISHARES TR | 1829 | 147495 | IBOXX HI YD ETF |
| INVESCO EXCH TRD SLF IDX FD | 2378 | 145367 | RUSL 1000 DYNM |
| MERCK & CO INC | 1360 | 143164 | COM |
| MASTEC INC | 656 | 142598 | COM |
| INTEL CORP | 3847 | 141954 | COM |
| AT&T INC | 5701 | 141609 | COM |
| SCHWAB CHARLES CORP | 1404 | 140274 | COM |
| BOOKING HOLDINGS INC | 26 | 139239 | COM |
| ISHARES TR | 1054 | 138729 | S&P MC 400VL ETF |
| DYCOM INDS INC | 410 | 138489 | COM |
| ENERGY TRANSFER L P | 8124 | 133972 | COM UT LTD PTN |
| CLEVELAND-CLIFFS INC NEW | 10068 | 133703 | COM |
| SCHWAB STRATEGIC TR | 4006 | 130676 | US LCAP GR ETF |
| METTLER TOLEDO INTERNATIONAL | 92 | 128265 | COM |
| VANGUARD INDEX FDS | 458 | 127802 | MCAP GR IDXVIP |
| DIMENSIONAL ETF TRUST | 2980 | 123850 | INFLATION PROTE |
| DIAMONDBACK ENERGY INC | 820 | 123271 | COM |
| FIDELITY COVINGTON TRUST | 2461 | 121760 | STOCK FOR INFL |
| ISHARES TR | 1936 | 120333 | U.S. MED DVC ETF |
| 3M CO | 739 | 118361 | COM |
| WASTE MGMT INC DEL | 533 | 117190 | COM |
| SIMON PPTY GROUP INC NEW | 632 | 116990 | COM |
| GLOBAL X FDS | 2443 | 116751 | US INFR DEV ETF |
| ISHARES TR | 2419 | 116547 | FUTURE AI & TECH |
| DIMENSIONAL ETF TRUST | 2200 | 115789 | GLOBAL EX US COR |
| VANGUARD TAX-MANAGED FDS | 1851 | 115632 | VAN FTSE DEV MKT |
| FIRST TR EXCHNG TRADED FD VI | 3960 | 115442 | FT VEST LADDERED |
| UNITED PARCEL SERVICE INC | 1160 | 115034 | CL B |
| GENERAL MTRS CO | 1383 | 112484 | COM |
| VANGUARD INTL EQUITY INDEX F | 2091 | 112425 | FTSE EMR MKT ETF |
| TEXAS INSTRS INC | 637 | 110479 | COM |
| VERTIV HOLDINGS CO | 654 | 105928 | COM CL A |
| DTE ENERGY CO | 821 | 105893 | COM |
| NETFLIX INC | 1120 | 105011 | COM |
| CORNING INC | 1197 | 104802 | COM |
| ADVANCED MICRO DEVICES INC | 489 | 104782 | COM |
| VANGUARD SCOTTSDALE FDS | 844 | 102757 | VNG RUS1000GRW |
| ISHARES TR | 606 | 101755 | CORE S&P US GWT |
| ISHARES TR | 262 | 101348 | RUSSELL 3000 ETF |
| CAMECO CORP | 1079 | 98676 | COM |
| LIVE OAK BANCSHARES INC | 2850 | 97898 | COM |
| ISHARES TR | 1019 | 96897 | ESG AW MSCI EAFE |
| ATLANTIC UN BANKSHARES CORP | 2728 | 96298 | COM |
| ISHARES INC | 1415 | 95087 | CORE MSCI EMKT |
| FIVE BELOW INC | 500 | 94180 | COM |
| SELECT SECTOR SPDR TR | 644 | 92717 | STATE STREET TEC |
| ISHARES TR | 439 | 92411 | RUS 1000 VAL ETF |
| APPIAN CORP | 2579 | 91348 | CL A |
| EMERSON ELEC CO | 676 | 89719 | COM |
| SELECT SECTOR SPDR TR | 576 | 89179 | STATE STREET HEA |
| PROLOGIS INC. | 685 | 87447 | COM |
| ISHARES TR | 1076 | 85908 | MRGSTR MD CP GRW |
| FS SPECIALTY LENDING FD | 6060 | 85688 | COM SH BEN INT |
| BOEING CO | 387 | 84025 | COM |
| HONEYWELL INTL INC | 427 | 83275 | COM |
| CONSTELLATION ENERGY CORP | 235 | 82855 | COM |
| TE CONNECTIVITY PLC | 360 | 81870 | ORD SHS |
| BANK NEW YORK MELLON CORP | 705 | 81843 | COM |
| ISHARES TR | 763 | 81725 | NATIONAL MUN ETF |
| INVESCO EXCH TRADED FD TR II | 2942 | 81054 | EQUAL WEGT 0-30 |
| VANGUARD INDEX FDS | 457 | 80994 | MCAP VL IDXVIP |
| ALNYLAM PHARMACEUTICALS INC | 200 | 79530 | COM |
| WEC ENERGY GROUP INC | 752 | 79334 | COM |
| WP CAREY INC | 1232 | 79292 | COM |
| ISHARES TR | 888 | 77385 | 20 YR TR BD ETF |
| BECTON DICKINSON & CO | 398 | 77168 | COM |
| ISHARES TR | 678 | 77062 | SP SMCP600VL ETF |
| HORMEL FOODS CORP | 3206 | 75989 | COM |
| MICRON TECHNOLOGY INC | 263 | 74923 | COM |
| ISHARES TR | 1987 | 74304 | BROAD USD HIGH |
| SELECT SECTOR SPDR TR | 630 | 74164 | STATE STREET COM |
| DIMENSIONAL ETF TRUST | 998 | 73468 | US CORE EQUITY 1 |
| REDDIT INC | 319 | 73342 | CL A |
| EVERUS CONSTR GROUP | 847 | 72469 | COM |
| SELECT SECTOR SPDR TR | 465 | 72131 | STATE STREET IND |
| KIMBERLY-CLARK CORP | 684 | 69001 | COM |
| TTM TECHNOLOGIES INC | 1000 | 69000 | COM |
| AMERICAN EXPRESS CO | 184 | 68071 | COM |
| JOHNSON CTLS INTL PLC | 561 | 67132 | SHS |
| ISHARES TR | 474 | 66841 | S&P SML 600 GWT |
| US BANCORP DEL | 1250 | 66700 | COM NEW |
| MDU RES GROUP INC | 3389 | 66153 | COM |
| M & T BK CORP | 320 | 64541 | COM |
| WHEATON PRECIOUS METALS CORP | 545 | 64023 | COM |
| ISHARES TR | 493 | 63681 | EXPND TEC SC ETF |
| MARTIN MARIETTA MATLS INC | 100 | 62266 | COM |
| ASTRAZENECA PLC | 671 | 61685 | SPONSORED ADR |
| FORD MTR CO | 4682 | 61433 | COM |
| COINBASE GLOBAL INC | 267 | 60401 | COM CL A |
| KNIFE RIVER CORP | 847 | 59586 | COMMON STOCK |
| VALERO ENERGY CORP | 364 | 59256 | COM |
| KINDER MORGAN INC DEL | 2154 | 59213 | COM |
| SPROTT ASSET MANAGEMENT LP | 2500 | 59125 | PHYSICAL SILVER |
| ISHARES TR | 465 | 57328 | S&P 500 GRWT ETF |
| LEGG MASON ETF INVT | 1538 | 56629 | FRANKLIN INTL LW |
| ISHARES TR | 280 | 55614 | MSCI USA QLT FCT |
| VANGUARD INDEX FDS | 290 | 55446 | VALUE ETF |
| INVESCO EXCH TRADED FD TR II | 2524 | 54670 | EMRNG MKT SVRG |
| BURLINGTON STORES INC | 188 | 54304 | COM |
| VANGUARD INDEX FDS | 186 | 53840 | MID CAP ETF |
| BARRICK MNG CORP | 1229 | 53520 | COM SHS |
| SELECT SECTOR SPDR TR | 1196 | 53473 | STATE STREET ENE |
| ISHARES TR | 247 | 53098 | US AER DEF ETF |
| SPROTT ASSET MANAGEMENT LP | 1600 | 52832 | PHYSICAL GOLD TR |
| ISHARES TR | 504 | 51712 | CORE S&P US VLU |
| FIDELITY COVINGTON TRUST | 962 | 51110 | MSCI MATLS INDEX |
| PUTNAM ETF TRUST | 5600 | 50458 | FRANKLIN MASSACH |
| BROOKFIELD INFRAST PARTNERS | 1450 | 50373 | LP INT UNIT |
| VANGUARD INDEX FDS | 102 | 49905 | GROWTH ETF |
| DT MIDSTREAM INC | 410 | 49069 | COMMON STOCK |
| BITWISE XRP ETF | 2380 | 48838 | BENEFICIAL INT |
| ETF SER SOLUTIONS | 443 | 48579 | DEFIANCE QUANTUM |
| SHOPIFY INC | 300 | 48291 | CL A SUB VTG SHS |
| NORFOLK SOUTHN CORP | 167 | 48216 | COM |
| YUM CHINA HLDGS INC | 1000 | 47740 | COM |
| THERMO FISHER SCIENTIFIC INC | 81 | 46935 | COM |
| MIDDLESEX WTR CO | 921 | 46443 | COM |
| ISHARES TR | 217 | 46019 | S&P 500 VAL ETF |
| NEWMONT CORP | 457 | 45673 | COM |
| MEDTRONIC PLC | 472 | 45340 | SHS |
| SCHWAB STRATEGIC TR | 1680 | 45218 | US LRG CAP ETF |
| DIMENSIONAL ETF TRUST | 609 | 45073 | WORLD EQUITY ETF |
| KEYCORP | 2183 | 45055 | COM |
| ISHARES TR | 329 | 45005 | RUS MD CP GR ETF |
| INVESCO EXCHANGE TRADED FD T | 759 | 44994 | S&P 500 TOP 50 |
| PPL CORP | 1266 | 44335 | COM |
| EBAY INC. | 501 | 43637 | COM |
| TOYOTA MOTOR CORP | 203 | 43454 | ADS |
| APOLLO GLOBAL MGMT INC | 300 | 43428 | COM |
| AGNICO EAGLE MINES LTD | 252 | 42750 | COM |
| VEEVA SYS INC | 191 | 42666 | CL A COM |
| STARBUCKS CORP | 499 | 42021 | COM |
| ROBINHOOD MKTS INC | 369 | 41784 | COM CL A |
| WESTERN DIGITAL CORP | 240 | 41345 | COM |
| ISHARES TR | 974 | 40825 | GLOBAL ENERG ETF |
| TAPESTRY INC | 311 | 39677 | COM |
| ISHARES TR | 266 | 39622 | CORE S&P TTL STK |
| ISHARES TR | 362 | 39216 | U.S. UTILITS ETF |
| PHILIP MORRIS INTL INC | 244 | 39138 | COM |
| FIRST CMNTY BANKSHARES INC V | 1141 | 38486 | COM |
| ISHARES TR | 592 | 38482 | CORE 60/40 BALAN |
| VANGUARD WORLD FD | 185 | 38397 | MATERIALS ETF |
| LLOYDS BANKING GROUP PLC | 7203 | 38176 | SPONSORED ADR |
| ENBRIDGE INC | 787 | 37642 | COM |
| VANGUARD WORLD FD | 176 | 37257 | CONSUM STP ETF |
| CHARTER COMMUNICATIONS INC N | 178 | 37158 | CL A |
| CARNIVAL CORP | 1212 | 37013 | UNIT 99/99/9999 |
| FERRARI N V | 100 | 36956 | COM |
| CAPITAL ONE FINL CORP | 152 | 36839 | COM |
| ISHARES TR | 367 | 36695 | CORE US AGGBD ET |
| VULCAN MATLS CO | 125 | 35653 | COM |
| ROYAL BK CDA | 207 | 35291 | COM |
| VANGUARD STAR FDS | 466 | 35139 | VG TL INTL STK F |
| ISHARES TR | 501 | 35036 | MSCI INDIA SM CP |
| ENTERGY CORP NEW | 376 | 34754 | COM |
| ISHARES TR | 1015 | 34409 | US TELECOM ETF |
| SHELL PLC | 464 | 34095 | SPON ADS |
| ISHARES TR | 409 | 33873 | 1 3 YR TREAS BD |
| FLEX LTD | 553 | 33411 | ORD |
| ISHARES TR | 222 | 33074 | ESG AWR MSCI USA |
| SELECT SECTOR SPDR TR | 603 | 33026 | STATE STREET FIN |
| INVESCO EXCHANGE TRADED FD T | 276 | 32823 | S&P SML600 VAL |
| DIMENSIONAL ETF TRUST | 991 | 32588 | US SMALL CAP VAL |
| ROYAL CARIBBEAN GROUP | 117 | 32549 | COM |
| MOTOROLA SOLUTIONS INC | 84 | 32199 | COM NEW |
| ISHARES TR | 216 | 32005 | US INDUSTRIALS |
| NUSHARES ETF TR | 809 | 31632 | NUVEEN ESG MIDVL |
| HILTON WORLDWIDE HLDGS INC | 107 | 30736 | COM |
| VANGUARD INDEX FDS | 119 | 30696 | SMALL CP ETF |
| SUPER MICRO COMPUTER INC | 1039 | 30412 | COM NEW |
| ASSURANT INC | 125 | 30106 | COM |
| WILLIAMS COS INC | 500 | 30055 | COM |
| GLOBAL X FDS | 358 | 29935 | GLOBAL X SILVER |
| FIFTH THIRD BANCORP | 629 | 29443 | COM |
| ISHARES TR | 62 | 29378 | RUS 1000 GRW ETF |
| ISHARES TR | 305 | 29362 | RUS MID CAP ETF |
| INVESCO EXCH TRD SLF IDX FD | 978 | 29135 | INTL DEV DYNAMIC |
| VERISIGN INC | 118 | 28675 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 47 | 28485 | UTSER1 S&PDCRP |
| CROWDSTRIKE HLDGS INC | 61 | 28397 | CL A |
| CONSTELLATION BRANDS INC | 200 | 27592 | CL A |
| SEAGATE TECHNOLOGY HLDNGS PL | 100 | 27539 | ORD SHS |
| PRINCIPAL FINANCIAL GROUP IN | 310 | 27345 | COM |
| ETF SER SOLUTIONS | 428 | 27334 | DEFIANCE CONNECT |
| FIGMA INC | 727 | 27159 | CLASS A COM STK |
| OCCIDENTAL PETE CORP | 653 | 26851 | COM |
| VIATRIS INC | 2125 | 26461 | COM |
| ZOETIS INC | 210 | 26422 | CL A |
| METLIFE INC | 334 | 26381 | COM |
| EXELON CORP | 600 | 26154 | COM |
| PULTE GROUP INC | 221 | 25914 | COM |
| NUVEEN NEW JERSEY QULT MUN F | 2046 | 25861 | COM |
| VANGUARD WORLD FD | 86 | 25661 | INDUSTRIAL ETF |
| ISHARES TR | 472 | 25512 | MSCI INDIA ETF |
| INVESCO ACTIVELY MANAGED EXC | 538 | 25512 | TOTAL RETURN |
| KKR & CO INC | 200 | 25496 | COM |
| CARDINAL HEALTH INC | 124 | 25482 | COM |
| WARNER BROS DISCOVERY INC | 881 | 25390 | COM SER A |
| ADOBE INC | 72 | 25199 | COM |
| PRUDENTIAL FINL INC | 222 | 25022 | COM |
| CONAGRA BRANDS INC | 1407 | 24361 | COM |
| BP PLC | 697 | 24191 | SPONSORED ADR |
| PUBLIC SVC ENTERPRISE GRP IN | 300 | 24090 | COM |
| OMNICOM GROUP INC | 297 | 23983 | COM |
| CORTEVA INC | 352 | 23596 | COM |
| TIDAL TRUST I | 169 | 22335 | SOFI SELECT 500 |
| PHILLIPS 66 | 172 | 22246 | COM |
| OTIS WORLDWIDE CORP | 250 | 21838 | COM |
| TEMPUS AI INC | 366 | 21604 | CL A |
| IQVIA HLDGS INC | 95 | 21414 | COM |
| TARGET CORP | 219 | 21407 | COM |
| CARRIER GLOBAL CORPORATION | 400 | 21136 | COM |
| DIMENSIONAL ETF TRUST | 637 | 21057 | EMERGING MKTS CO |
| D R HORTON INC | 146 | 21028 | COM |
| TIDAL TRUST I | 459 | 20948 | UNUSUAL SUBVERSI |
| PENTAIR PLC | 200 | 20828 | SHS |
| MPLX LP | 389 | 20761 | COM UNIT REP LTD |
| HEWLETT PACKARD ENTERPRISE C | 861 | 20693 | COM |
| DOW INC | 875 | 20448 | COM |
| ISHARES TR | 147 | 20099 | MSCI USA VALUE |
| BIOGEN INC | 114 | 20063 | COM |
| GSK PLC | 405 | 19861 | SPONSORED ADR |
| CHECK POINT SOFTWARE TECH LT | 106 | 19669 | ORD |
| LAMAR ADVERTISING CO NEW | 155 | 19620 | CL A |
| KROGER CO | 313 | 19556 | COM |
| DOVER CORP | 100 | 19524 | COM |
| BOSTON BEER INC | 100 | 19513 | CL A |
| SANDISK CORP | 80 | 18990 | COM |
| GOLDMAN SACHS ETF TR | 142 | 18732 | ACTIVEBETA US LG |
| INVESCO ACTIVELY MANAGED EXC | 372 | 18693 | ULTRA SHRT DUR |
| VONTIER CORPORATION | 500 | 18590 | COM |
| FIDELITY COVINGTON TRUST | 508 | 18572 | ENHANCED INTL |
| ISHARES TR | 74 | 18523 | MSCI USA MMENTM |
| BLACKSTONE INC | 119 | 18343 | COM |
| DEVON ENERGY CORP NEW | 500 | 18315 | COM |
| ROGERS CORP | 200 | 18314 | COM |
| AMPHENOL CORP NEW | 134 | 18090 | CL A |
| ELEVANCE HEALTH INC FORMERLY | 51 | 17878 | COM |
| WISDOMTREE TR | 466 | 17717 | FUTRE STRAT FD |
| ARM HOLDINGS PLC | 161 | 17599 | SPONSORED ADS |
| AMERICAN INTL GROUP INC | 204 | 17452 | COM NEW |
| CAPITAL GROUP DIVIDEND VALUE | 398 | 17369 | SHS CREATION UNI |
| NRG ENERGY INC | 107 | 17039 | COM NEW |
| PAN AMERN SILVER CORP | 328 | 17013 | COM |
| GENERAL MLS INC | 361 | 16787 | COM |
| ENERGY FUELS INC | 1150 | 16721 | COM NEW |
| LULULEMON ATHLETICA INC | 80 | 16625 | COM |
| ISHARES TR | 177 | 16623 | U.S. REAL ES ETF |
| HERSHEY CO | 91 | 16560 | COM |
| SELECT SECTOR SPDR TR | 406 | 16382 | STATE STREET REA |
| INVESCO EXCH TRD SLF IDX FD | 366 | 16276 | RUSL 2000 DYNM |
| FIDELITY COVINGTON TRUST | 287 | 16270 | HIGH DIVID ETF |
| FIDELITY COVINGTON TRUST | 266 | 16231 | DIVID ETF RISI |
| EQT CORP | 300 | 16080 | COM |
| HP INC | 711 | 15840 | COM |
| ISHARES TR | 519 | 15804 | LATN AMER 40 ETF |
| NASDAQ INC | 162 | 15766 | COM |
| KRANESHARES TRUST | 516 | 15759 | ELEC VEH FUTUR |
| ISHARES TR | 143 | 15757 | IBOXX INV CP ETF |
| SOLSTICE ADVANCED MATLS INC | 324 | 15740 | COM SHS |
| FIDELITY NATL INFORMATION SV | 236 | 15685 | COM |
| ISHARES INC | 244 | 15626 | MSCI EMERG MRKT |
| NUCOR CORP | 96 | 15588 | COM |
| FORTIS INC | 300 | 15582 | COM |
| DIMENSIONAL ETF TRUST | 588 | 15541 | GLOBAL REAL EST |
| ISHARES GOLD TR | 186 | 15098 | ISHARES NEW |
| L3HARRIS TECHNOLOGIES INC | 49 | 14385 | COM |
| AES CORP | 1000 | 14340 | COM |
| ANALOG DEVICES INC | 52 | 14199 | COM |
| VANGUARD ADMIRAL FDS INC | 69 | 14076 | 500 VAL IDX FD |
| T-MOBILE US INC | 69 | 14010 | COM |
| ESSENTIAL UTILS INC | 365 | 13983 | COM |
| HUNTINGTON INGALLS INDS INC | 41 | 13943 | COM |
| FIDELITY COVINGTON TRUST | 365 | 13785 | ENHANCED SMALL |
| FS KKR CAP CORP | 906 | 13418 | COM |
| DOLLAR GEN CORP NEW | 100 | 13277 | COM |
| TIDAL TRUST I | 355 | 12949 | UNUSUAL WHALE SU |
| FIDELITY COVINGTON TRUST | 193 | 12883 | LOW VOLITY ETF |
| ROCKET LAB CORP | 184 | 12836 | COM |
| SLB LIMITED | 332 | 12742 | COM STK |
| SYSCO CORP | 170 | 12527 | COM |
| SCHWAB STRATEGIC TR | 521 | 12525 | INTL EQTY ETF |
| STIFEL FINL CORP | 100 | 12522 | COM |
| ALLSTATE CORP | 60 | 12489 | COM |
| GENERAL DYNAMICS CORP | 37 | 12456 | COM |
| ISHARES TR | 38 | 12431 | RUS 2000 GRW ETF |
| DORIAN LPG LTD | 500 | 12170 | SHS USD |
| HCA HEALTHCARE INC | 26 | 12138 | COM |
| GENUINE PARTS CO | 98 | 12050 | COM |
| QNITY ELECTRONICS INC | 147 | 12006 | COMMON STOCK |
| DUPONT DE NEMOURS INC | 297 | 11938 | COM |
| OWENS CORNING NEW | 106 | 11862 | COM |
| SHERWIN WILLIAMS CO | 36 | 11665 | COM |
| JANUS DETROIT STR TR | 225 | 11381 | HENDRSON AAA CL |
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