Concurrent Investment Advisors, LLC - 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, Concurrent Investment Advisors, LLC held in its portfolio 500 assets valued at $8,781,443,487 (i.e. $8.78B).
The most valuable assets in the portfolio included: APPLE INC ($287.93M), MICROSOFT CORP ($276.21M), and NVIDIA CORPORATION ($257.13M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Concurrent Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 1075188 | 287925802 | COM |
| MICROSOFT CORP | 571125 | 276207536 | COM |
| NVIDIA CORPORATION | 1378691 | 257125964 | COM |
| ISHARES GOLD TR | 2534729 | 205743890 | ISHARES NEW |
| VANGUARD INDEX FDS | 287584 | 180352656 | S&P 500 ETF SHS |
| SPDR S&P 500 ETF TR | 247311 | 168646408 | TR UNIT |
| SPDR SERIES TRUST | 2793520 | 164596791 | STATE STREET SPD |
| AMAZON COM INC | 645885 | 149083163 | COM |
| ALPHABET INC | 385057 | 120522933 | CAP STK CL A |
| INVESCO QQQ TR | 189755 | 116568387 | UNIT SER 1 |
| ISHARES TR | 147149 | 100788158 | CORE S&P500 ETF |
| BROADCOM INC | 258357 | 89417573 | COM |
| META PLATFORMS INC | 133678 | 88239463 | CL A |
| ALPHABET INC | 278195 | 87297807 | CAP STK CL C |
| JPMORGAN CHASE & CO. | 236711 | 76273040 | COM |
| WALMART INC | 668172 | 74441108 | COM |
| VANGUARD INDEX FDS | 330447 | 63111914 | VALUE ETF |
| FIRST TR EXCHANGE-TRADED FD | 1207824 | 60379113 | FST LOW OPPT EFT |
| VANGUARD INDEX FDS | 123306 | 60155723 | GROWTH ETF |
| SELECT SECTOR SPDR TR | 394819 | 56842087 | STATE STREET TEC |
| VANGUARD INDEX FDS | 169123 | 56701815 | TOTAL STK MKT |
| ISHARES TR | 452635 | 55791838 | S&P 500 GRWT ETF |
| CAPITAL GROUP GROWTH ETF | 1243134 | 55282164 | SHS CREATION UNI |
| SPDR GOLD TR | 139161 | 55150746 | GOLD SHS |
| PIMCO ETF TR | 558121 | 51949917 | ACTIVE BD ETF |
| BERKSHIRE HATHAWAY INC DEL | 96800 | 48656782 | CL B NEW |
| VANGUARD INTL EQUITY INDEX F | 887924 | 47734772 | FTSE EMR MKT ETF |
| ABBVIE INC | 206931 | 47281745 | COM |
| ISHARES TR | 536123 | 46728480 | 20 YR TR BD ETF |
| ELI LILLY & CO | 42615 | 45797312 | COM |
| BANK AMERICA CORP | 819094 | 45050206 | COM |
| ISHARES TR | 503180 | 45014534 | CORE MSCI EAFE |
| CAPITAL GROUP DIVIDEND VALUE | 1025742 | 44763387 | SHS CREATION UNI |
| MICRON TECHNOLOGY INC | 153326 | 43760950 | COM |
| FIRST TR EXCHANGE-TRADED FD | 470218 | 43500644 | CAP STRENGTH ETF |
| ISHARES TR | 359092 | 43155693 | CORE S&P SCP ETF |
| JOHNSON & JOHNSON | 208288 | 43105170 | COM |
| HOME DEPOT INC | 122803 | 42256571 | COM |
| VANGUARD SPECIALIZED FUNDS | 186924 | 41082243 | DIV APP ETF |
| ISHARES TR | 414957 | 39848314 | MSCI EAFE ETF |
| VISA INC | 109174 | 38288221 | COM CL A |
| TESLA INC | 84983 | 37965518 | COM |
| VANGUARD WORLD FD | 91914 | 37939366 | MEGA GRWTH IND |
| ISHARES TR | 179058 | 37663107 | RUS 1000 VAL ETF |
| ISHARES TR | 94846 | 36691052 | RUSSELL 3000 ETF |
| FIRST TR EXCHANGE TRADED FD | 565859 | 35603666 | DORSEY WRT 5 ETF |
| ISHARES TR | 353127 | 35270281 | CORE US AGGBD ET |
| PALANTIR TECHNOLOGIES INC | 195368 | 34726701 | CL A |
| ISHARES TR | 524840 | 34639479 | CORE S&P MCP ETF |
| VANECK ETF TRUST | 95212 | 34288817 | SEMICONDUCTR ETF |
| EXXON MOBIL CORP | 275643 | 33170871 | COM |
| SELECT SECTOR SPDR TR | 589531 | 32288598 | STATE STREET FIN |
| SCHWAB STRATEGIC TR | 989705 | 32284178 | US LCAP GR ETF |
| ORACLE CORP | 165630 | 32282979 | COM |
| ISHARES INC | 474516 | 31897007 | CORE MSCI EMKT |
| WISDOMTREE TR | 351189 | 31406824 | US QTLY DIV GRT |
| ISHARES TR | 152815 | 30514177 | U.S. TECH ETF |
| CAPITAL GROUP CORE BALANCED | 843949 | 29816721 | SHS |
| ISHARES TR | 61441 | 29080226 | RUS 1000 GRW ETF |
| SELECT SECTOR SPDR TR | 315643 | 28930228 | STATE STREET CON |
| CISCO SYS INC | 360624 | 27778841 | COM |
| ISHARES TR | 112616 | 27721653 | RUSSELL 2000 ETF |
| FIRST TR EXCHANGE-TRADED FD | 546474 | 27481964 | SHS |
| VANGUARD TAX-MANAGED FDS | 427770 | 26722782 | VAN FTSE DEV MKT |
| VANECK ETF TRUST | 254843 | 26391546 | MRNGSTR WDE MOAT |
| VANGUARD SCOTTSDALE FDS | 313071 | 26219692 | INT-TERM CORP |
| GOLDMAN SACHS GROUP INC | 29701 | 26107326 | COM |
| VANGUARD WHITEHALL FDS | 180798 | 25948074 | HIGH DIV YLD |
| INTERNATIONAL BUSINESS MACHS | 83630 | 24771901 | COM |
| MERCK & CO INC | 233480 | 24576012 | COM |
| COCA COLA CO | 351342 | 24562331 | COM |
| ISHARES TR | 113637 | 24099031 | S&P 500 VAL ETF |
| SSGA ACTIVE ETF TR | 582684 | 23453036 | STATE STREET DOU |
| PROCTER AND GAMBLE CO | 163287 | 23400716 | COM |
| FIRST TR EXCHANGE TRADED FD | 328333 | 22809295 | RISNG DIVD ACHIV |
| CHEVRON CORP NEW | 147432 | 22469989 | COM |
| ISHARES TR | 111127 | 22072080 | MSCI USA QLT FCT |
| INVESCO EXCH TRADED FD TR II | 85934 | 21734311 | NASDAQ 100 ETF |
| NETFLIX INC | 230717 | 21632044 | COM |
| CATERPILLAR INC | 37741 | 21620190 | COM |
| ISHARES TR | 259905 | 21525393 | 1 3 YR TREAS BD |
| VERIZON COMMUNICATIONS INC | 528459 | 21524144 | COM |
| ISHARES TR | 223259 | 21468533 | 7-10 YR TRSY BD |
| ISHARES TR | 220505 | 21228064 | RUS MID CAP ETF |
| CHUBB LIMITED | 67846 | 21176206 | COM |
| SELECT SECTOR SPDR TR | 136467 | 21125074 | STATE STREET HEA |
| BLACKROCK ETF TRUST | 344354 | 20940151 | ISHARES US EQUIT |
| RTX CORPORATION | 113039 | 20731312 | COM |
| GE AEROSPACE | 67637 | 20603917 | COM NEW |
| SELECT SECTOR SPDR TR | 174758 | 20572508 | STATE STREET COM |
| UBER TECHNOLOGIES INC | 251479 | 20548362 | COM |
| MASTERCARD INCORPORATED | 35923 | 20507534 | CL A |
| VANGUARD WORLD FD | 27078 | 20411062 | INF TECH ETF |
| ADVANCED MICRO DEVICES INC | 93667 | 20059779 | COM |
| PEPSICO INC | 139011 | 19950926 | COM |
| MCDONALDS CORP | 65121 | 19902938 | COM |
| INVESCO EXCH TRADED FD TR II | 162175 | 19350713 | S&P 500 MOMNTM |
| ISHARES TR | 113980 | 19141858 | CORE S&P US GWT |
| INVESCO EXCHANGE TRADED FD T | 99503 | 19060786 | S&P500 EQL WGT |
| CME GROUP INC | 68463 | 18695811 | COM |
| SPDR DOW JONES INDL AVERAGE | 38811 | 18651525 | UT SER 1 |
| COSTCO WHSL CORP NEW | 21255 | 18328729 | COM |
| WISDOMTREE TR | 361596 | 18195519 | FLOATNG RAT TREA |
| BERKSHIRE HATHAWAY INC DEL | 24 | 18115200 | CL A |
| NEXTERA ENERGY INC | 223108 | 17911156 | COM |
| FIRST TR EXCHNG TRADED FD VI | 401190 | 17721203 | FT VEST US EQT |
| VANGUARD INDEX FDS | 61051 | 17718326 | MID CAP ETF |
| VANGUARD ADMIRAL FDS INC | 178768 | 17476365 | SMLCP 600 VAL |
| VANGUARD SCOTTSDALE FDS | 297345 | 17463070 | SHORT TERM TREAS |
| BLACKSTONE INC | 112500 | 17340823 | COM |
| VANGUARD INTL EQUITY INDEX F | 122847 | 17328745 | TT WRLD ST ETF |
| AMERICAN EXPRESS CO | 45724 | 16915585 | COM |
| VANGUARD WORLD FD | 67110 | 16855973 | MEGA CAP INDEX |
| PACER FDS TR | 275339 | 16567155 | US CASH COWS 100 |
| VANGUARD INDEX FDS | 63820 | 16462292 | SMALL CP ETF |
| ISHARES TR | 155566 | 15951751 | CORE S&P US VLU |
| ISHARES TR | 340531 | 15848318 | CORE UNIVRSL USD |
| FIDELITY COVINGTON TRUST | 425260 | 15556017 | ENHANCED INTL |
| CAPITAL GROUP DIVIDEND GROWE | 436170 | 15545079 | SHS ETF |
| JANUS DETROIT STR TR | 307228 | 15539595 | HENDRSON AAA CL |
| BOEING CO | 70966 | 15408107 | COM |
| CAPITAL GROUP GLOBAL EQUITY | 483650 | 15297866 | SHS |
| JONES LANG LASALLE INC | 45238 | 15221202 | COM |
| CROWDSTRIKE HLDGS INC | 32310 | 15145483 | CL A |
| FIDELITY MERRIMACK STR TR | 328956 | 15145148 | TOTAL BD ETF |
| QUALCOMM INC | 88257 | 15096441 | COM |
| FIRST TR EXCHANGE-TRADED FD | 347194 | 14941390 | SSI STRG ETF |
| JOHNSON CTLS INTL PLC | 122711 | 14694625 | SHS |
| CAPITAL ONE FINL CORP | 60409 | 14640642 | COM |
| FIRST TR EXCHANGE-TRADED FD | 313785 | 14396448 | SENIOR LN FD |
| PALO ALTO NETWORKS INC | 77538 | 14282546 | COM |
| FIRST TR EXCHANGE-TRADED FD | 670866 | 14222356 | INTERMEDIATE DUR |
| TAIWAN SEMICONDUCTOR MFG LTD | 45591 | 13854785 | SPONSORED ADS |
| ISHARES TR | 40372 | 13846255 | S&P 100 ETF |
| TJX COS INC NEW | 90037 | 13830514 | COM |
| MORGAN STANLEY | 76338 | 13552276 | COM NEW |
| ACCENTURE PLC IRELAND | 50074 | 13434713 | SHS CLASS A |
| LAM RESEARCH CORP | 77735 | 13306812 | COM NEW |
| EATON CORP PLC | 41746 | 13296538 | SHS |
| TRUIST FINL CORP | 268702 | 13222866 | COM |
| LOWES COS INC | 54524 | 13148923 | COM |
| DBX ETF TR | 273121 | 13139861 | XTRACK MSCI EAFE |
| VANGUARD BD INDEX FDS | 165954 | 13078830 | SHORT TRM BOND |
| SALESFORCE INC | 75256 | 13074460 | COM |
| AMGEN INC | 39933 | 13070328 | COM |
| ISHARES TR | 52168 | 13058248 | MSCI USA MMENTM |
| AMERICAN CENTY ETF TR | 127326 | 12984706 | US SML CP VALU |
| GE VERNOVA INC | 19791 | 12934995 | COM |
| DISNEY WALT CO | 112188 | 12763695 | COM |
| CAPITAL GRP FIXED INCM ETF T | 457239 | 12628938 | US MULTI-SECTOR |
| FIRST TR EXCHANGE-TRADED FD | 564951 | 12332886 | LNG DUR OPRTUN |
| DIMENSIONAL ETF TRUST | 320305 | 12206813 | INTL CORE EQT MK |
| DELTA AIR LINES INC DEL | 175400 | 12172776 | COM NEW |
| SELECT SECTOR SPDR TR | 284216 | 12133171 | STATE STREET UTI |
| CITIGROUP INC | 103370 | 12062242 | COM NEW |
| INVESCO EXCHANGE TRADED FD T | 202337 | 11994530 | S&P 500 TOP 50 |
| AUTOMATIC DATA PROCESSING IN | 46617 | 11991361 | COM |
| MARATHON PETE CORP | 72692 | 11821886 | COM |
| L3HARRIS TECHNOLOGIES INC | 39298 | 11536817 | COM |
| DIAMOND HILL INVT GROUP INC | 67616 | 11460912 | COM NEW |
| STARBUCKS CORP | 133337 | 11228254 | COM |
| SCHWAB STRATEGIC TR | 408315 | 11200088 | US DIVIDEND EQ |
| ABBOTT LABS | 88784 | 11123709 | COM |
| AT&T INC | 447159 | 11107441 | COM |
| UNITED RENTALS INC | 13705 | 11091353 | COM |
| HONEYWELL INTL INC | 56713 | 11064084 | COM |
| PFIZER INC | 441720 | 10998828 | COM |
| ONEOK INC NEW | 147386 | 10832883 | COM |
| UNITED PARCEL SERVICE INC | 108928 | 10804603 | CL B |
| VANGUARD INDEX FDS | 51014 | 10804283 | SM CP VAL ETF |
| VANGUARD MUN BD FDS | 214431 | 10783699 | TAX EXEMPT BD |
| VANGUARD CHARLOTTE FDS | 221831 | 10718871 | TOTAL INT BD ETF |
| CAPITAL GROUP EQUITY ETF TR | 369074 | 10644089 | US SMALL AND MID |
| DUTCH BROS INC | 173491 | 10621119 | CL A |
| GENERAL DYNAMICS CORP | 30873 | 10393711 | COM |
| J P MORGAN EXCHANGE TRADED F | 144833 | 10387453 | ACTIVE VALUE ETF |
| LOCKHEED MARTIN CORP | 21049 | 10180866 | COM |
| ISHARES TR | 140035 | 9999876 | EAFE VALUE ETF |
| CAPITAL GRP FIXED INCM ETF T | 438617 | 9930306 | CORE PLUS INCM |
| BLACKROCK ETF TRUST II | 188011 | 9921308 | ISHARES FLEXIBLE |
| MEDTRONIC PLC | 103116 | 9905283 | SHS |
| UNITEDHEALTH GROUP INC | 29995 | 9901651 | COM |
| VIKING THERAPEUTICS INC | 281052 | 9887409 | COM |
| PHILIP MORRIS INTL INC | 61116 | 9803018 | COM |
| ARK ETF TR | 126257 | 9711711 | INNOVATION ETF |
| BLACKROCK INC | 9005 | 9638333 | COM |
| ISHARES TR | 44806 | 9619293 | US AER DEF ETF |
| FIRST TR EXCHANGE-TRADED ALP | 87070 | 9614743 | COM SHS |
| SELECT SECTOR SPDR TR | 61798 | 9586096 | STATE STREET IND |
| FIRST TR EXCHANGE-TRADED ALP | 99281 | 9542763 | SML CP GRW ALP |
| MARVELL TECHNOLOGY INC | 112156 | 9531043 | COM |
| VICTORY PORTFOLIOS II | 241457 | 9508578 | SHARES FREE CASH |
| INVESCO ACTIVELY MANAGED EXC | 187898 | 9441858 | ULTRA SHRT DUR |
| CARNIVAL CORP | 308485 | 9421139 | UNIT 99/99/9999 |
| CAPITAL GRP FIXED INCM ETF T | 354966 | 9413704 | CORE BOND ETF |
| SPROTT ASSET MANAGEMENT LP | 204833 | 9381361 | PHYSICAL GOLD AN |
| EMCOR GROUP INC | 15319 | 9371942 | COM |
| FIRST TR EXCHNG TRADED FD VI | 271842 | 9313289 | FT VEST LADDERED |
| ISHARES TR | 133788 | 9287541 | CORE DIV GRWTH |
| SPDR INDEX SHS FDS | 236300 | 9251152 | S&P EM MKT DIV |
| BRISTOL-MYERS SQUIBB CO | 171150 | 9231827 | COM |
| J P MORGAN EXCHANGE TRADED F | 161272 | 9231204 | EQUITY PREMIUM |
| ANALOG DEVICES INC | 33589 | 9109266 | COM |
| WISDOMTREE TR | 185552 | 9028960 | ITL HDG QTLY DIV |
| INVESCO EXCHANGE TRADED FD T | 119492 | 8967862 | S&P500 QUALITY |
| VANGUARD ADMIRAL FDS INC | 80757 | 8960714 | SMLLCP 600 IDX |
| WELLS FARGO CO NEW | 96058 | 8952542 | COM |
| SOUTHERN CO | 101903 | 8885947 | COM |
| ISHARES TR | 136448 | 8882745 | US HLTHCARE ETF |
| INTUITIVE SURGICAL INC | 15679 | 8879965 | COM NEW |
| GILEAD SCIENCES INC | 72108 | 8850551 | COM |
| ISHARES TR | 93655 | 8818567 | MSCI USA MIN VOL |
| VANGUARD CALIF TAX FREE FDS | 87054 | 8728034 | TAX EXEMPT BD FD |
| ISHARES TR | 229260 | 8723343 | MSCI INTL VLU FT |
| FRANKLIN TEMPLETON ETF TR | 424895 | 8718840 | US TREASURY BOND |
| ISHARES U S ETF TR | 169543 | 8663672 | SHORT DURATION B |
| ASML HOLDING N V | 8007 | 8566522 | N Y REGISTRY SHS |
| FREEPORT-MCMORAN INC | 166017 | 8432003 | CL B |
| WASTE MGMT INC DEL | 38366 | 8429529 | COM |
| ISHARES TR | 69805 | 8331258 | 3 7 YR TREAS BD |
| FIRST TR EXCHANGE-TRADED FD | 314448 | 8251121 | FT VEST RIS |
| UNION PAC CORP | 35625 | 8240762 | COM |
| BLACKROCK ETF TRUST II | 168646 | 8209686 | ISHARES HIGH YIE |
| NEW YORK LIFE INVESTMENTS ET | 248809 | 8073844 | NYLI FTSE INTERN |
| CONOCOPHILLIPS | 86171 | 8066505 | COM |
| CAPITAL GROUP NEW GEOGRAPHY | 252445 | 8060592 | SHS |
| COPA HOLDINGS SA | 65745 | 7929473 | CL A |
| CAPITAL GROUP CORE EQUITY ET | 196885 | 7920711 | SHS CREATION UNI |
| SERVICENOW INC | 51358 | 7867607 | COM |
| ISHARES TR | 143326 | 7841381 | MSCI EMG MKT ETF |
| S&P GLOBAL INC | 15005 | 7841248 | COM |
| INTEL CORP | 212439 | 7839004 | COM |
| SCHWAB STRATEGIC TR | 291236 | 7837166 | US LRG CAP ETF |
| INVESCO EXCH TRD SLF IDX FD | 128091 | 7830168 | RUSL 1000 DYNM |
| ISHARES TR | 55403 | 7820725 | S&P SML 600 GWT |
| ALTRIA GROUP INC | 135366 | 7805219 | COM |
| AMERICAN CENTY ETF TR | 94230 | 7757013 | INTL EQT ETF |
| INNOVATOR ETFS TRUST | 179361 | 7725845 | US EQTY PWR BUF |
| DBX ETF TR | 170464 | 7665758 | XTRACKERS SHRT |
| FABRINET | 16787 | 7642524 | SHS |
| AFLAC INC | 67648 | 7459613 | COM |
| PACER FDS TR | 132957 | 7389723 | TRENDP US LAR CP |
| CUMMINS INC | 14447 | 7374561 | COM |
| ARISTA NETWORKS INC | 56247 | 7370004 | COM SHS |
| STRYKER CORPORATION | 20960 | 7366887 | COM |
| DUKE ENERGY CORP NEW | 62701 | 7349169 | COM NEW |
| FIRST TR EXCHANGE-TRADED FD | 346090 | 7347496 | CORE INVESTMENT |
| BLACKROCK ETF TRUST | 220135 | 7330501 | ISHARES A I INNO |
| PHILLIPS 66 | 56656 | 7310947 | COM |
| VANGUARD BD INDEX FDS | 98261 | 7278166 | TOTAL BND MRKT |
| J P MORGAN EXCHANGE TRADED F | 143812 | 7275443 | ULTRA SHRT ETF |
| EMERSON ELEC CO | 54582 | 7244190 | COM |
| COHERENT CORP | 38968 | 7192306 | COM |
| INVESCO EXCH TRADED FD TR II | 204109 | 7174431 | S&P INTL QULTY |
| PIMCO ETF TR | 71381 | 7162358 | ENHAN SHRT MA AC |
| SHOPIFY INC | 44084 | 7096129 | CL A SUB VTG SHS |
| TEJON RANCH CO | 446595 | 7042803 | COM |
| NIKE INC | 110331 | 7029180 | CL B |
| TARGET CORP | 71837 | 7022124 | COM |
| VANGUARD INDEX FDS | 39456 | 6998271 | MCAP VL IDXVIP |
| ISHARES TR | 60730 | 6906169 | SP SMCP600VL ETF |
| VANGUARD INDEX FDS | 24717 | 6899591 | MCAP GR IDXVIP |
| APPLOVIN CORP | 10152 | 6840307 | COM CL A |
| FIDELITY COVINGTON TRUST | 127193 | 6787031 | FUNDAMENTAL LARG |
| FIDELITY GREENWOOD STREET TR | 234336 | 6720747 | YIELD ENHANCED E |
| VANGUARD SCOTTSDALE FDS | 88153 | 6686425 | LG-TERM COR BD |
| ISHARES TR | 177563 | 6639967 | BROAD USD HIGH |
| ISHARES TR | 129706 | 6560526 | ULTRA SHORT DUR |
| TEXAS INSTRS INC | 37345 | 6478991 | COM |
| ISHARES TR | 63523 | 6458423 | 10-20 YR TRS ETF |
| INNOVATOR ETFS TRUST | 149180 | 6452034 | US EQTY PWR BF |
| WISDOMTREE TR | 147412 | 6418318 | DYNAMIC INTL EQT |
| PARKER-HANNIFIN CORP | 7299 | 6415912 | COM |
| SIMON PPTY GROUP INC NEW | 33478 | 6197059 | COM |
| ILLINOIS TOOL WKS INC | 25112 | 6185130 | COM |
| THERMO FISHER SCIENTIFIC INC | 10603 | 6143767 | COM |
| WISDOMTREE TR | 69424 | 6114892 | US LARGECAP DIVD |
| SNAP ON INC | 17667 | 6087824 | COM |
| WISDOMTREE TR | 103321 | 6061839 | US QUALITY GROW |
| ISHARES TR | 35689 | 6023229 | ISHARES BIOTECH |
| APPLIED MATLS INC | 23300 | 5988006 | COM |
| BANK NEW YORK MELLON CORP | 51268 | 5951745 | COM |
| DEERE & CO | 12748 | 5935015 | COM |
| VANECK ETF TRUST | 335329 | 5921908 | PREFERRED SECURT |
| AMERICAN ELEC PWR CO INC | 51271 | 5912148 | COM |
| VANGUARD WORLD FD | 14880 | 5861612 | CONSUM DIS ETF |
| J P MORGAN EXCHANGE TRADED F | 122951 | 5821723 | CORE PLUS BD ETF |
| CAPITAL GROUP GBL GROWTH EQT | 167238 | 5794813 | SHS CREATION UNI |
| VERTIV HOLDINGS CO | 35638 | 5773770 | COM CL A |
| TRANE TECHNOLOGIES PLC | 14835 | 5773594 | SHS |
| SCHWAB STRATEGIC TR | 159359 | 5746473 | FUNDAMENTAL EMER |
| UNILEVER PLC | 87844 | 5745005 | SPON ADR NEW |
| ISHARES TR | 44109 | 5697037 | EXPND TEC SC ETF |
| ISHARES TR | 59810 | 5695138 | MBS ETF |
| SHERWIN WILLIAMS CO | 17334 | 5616597 | COM |
| SANMINA CORPORATION | 37379 | 5609433 | COM |
| BAKER HUGHES COMPANY | 123108 | 5606337 | CL A |
| 3M CO | 34959 | 5596902 | COM |
| PROLOGIS INC. | 43689 | 5577368 | COM |
| HEWLETT PACKARD ENTERPRISE C | 229699 | 5517365 | COM |
| ENERGY TRANSFER L P | 333306 | 5496223 | COM UT LTD PTN |
| ISHARES INC | 75595 | 5494257 | MSCI EMRG CHN |
| SMURFIT WESTROCK PLC | 141959 | 5489588 | SHS |
| AMPHENOL CORP NEW | 40189 | 5431039 | CL A |
| TIDAL TRUST I | 217551 | 5386553 | FUNDSTRAT GRANNY |
| UBIQUITI INC | 9709 | 5372214 | COM |
| INVESCO ACTIVELY MANAGED EXC | 212049 | 5322436 | VAR RATE INVT |
| J P MORGAN EXCHANGE TRADED F | 91438 | 5314374 | NASDAQ EQT PREM |
| FIRST TR EXCHANGE-TRADED FD | 138607 | 5311427 | SMID RISNG ETF |
| WAYFAIR INC | 52501 | 5271664 | CL A |
| VANGUARD BD INDEX FDS | 67171 | 5231305 | INTERMED TERM |
| FIRST TR EXCHANGE TRADED FD | 33948 | 5194716 | NASDQ CLN EDGE |
| ISHARES TR | 51334 | 5152864 | 0-3 MNTH TREASRY |
| SELECT SECTOR SPDR TR | 114782 | 5131882 | STATE STREET ENE |
| NOVO-NORDISK A S | 100685 | 5122857 | ADR |
| WISDOMTREE TR | 54785 | 5111419 | WISDOMTREE US VA |
| AIR PRODS & CHEMS INC | 20393 | 5037612 | COM |
| BENTLEY SYS INC | 130886 | 4995263 | COM CL B |
| ISHARES TR | 33403 | 4966688 | CORE S&P TTL STK |
| LAS VEGAS SANDS CORP | 76160 | 4957231 | COM |
| INTUIT | 7480 | 4954941 | COM |
| MOTOROLA SOLUTIONS INC | 12913 | 4949857 | COM NEW |
| DELL TECHNOLOGIES INC | 39024 | 4912382 | CL C |
| VANGUARD WORLD FD | 36762 | 4907378 | FINANCIALS ETF |
| THE CIGNA GROUP | 17818 | 4904098 | COM |
| LENNAR CORP | 47384 | 4871079 | CL A |
| ISHARES TR | 93193 | 4824599 | USD INV GRDE ETF |
| ISHARES TR | 34122 | 4815966 | SELECT DIVID ETF |
| CENCORA INC | 14259 | 4815889 | COM |
| ALIBABA GROUP HLDG LTD | 32720 | 4796027 | SPONSORED ADS |
| INVESCO ACTIVELY MANAGED EXC | 100909 | 4785120 | TOTAL RETURN |
| DEVON ENERGY CORP NEW | 130591 | 4783539 | COM |
| LINDE PLC | 11199 | 4774793 | SHS |
| INVESCO EXCH TRADED FD TR II | 66627 | 4758486 | S&P500 LOW VOL |
| INNOVATOR ETFS TRUST | 128850 | 4749410 | QUITY MANAGD FLR |
| ISHARES SILVER TR | 73656 | 4744920 | ISHARES |
| NEBIUS GROUP N.V. | 56527 | 4731593 | SHS CLASS A |
| ENTERPRISE PRODS PARTNERS L | 146964 | 4711664 | COM |
| ISHARES TR | 15563 | 4686588 | ISHARES SEMICDTR |
| AMETEK INC | 22741 | 4669005 | COM |
| ASTRAZENECA PLC | 50240 | 4618509 | SPONSORED ADR |
| ADOBE INC | 13094 | 4582776 | COM |
| FIDELITY COVINGTON TRUST | 120407 | 4549004 | ENHANCED SMALL |
| VANGUARD WORLD FD | 15781 | 4542541 | HEALTH CAR ETF |
| VANGUARD INTL EQUITY INDEX F | 61508 | 4524580 | ALLWRLD EX US |
| CORE SCIENTIFIC INC NEW | 309879 | 4511834 | COM |
| ISHARES TR | 48848 | 4506229 | U.S. FIN SVC ETF |
| MARSH & MCLENNAN COS INC | 24202 | 4490081 | COM |
| CARVANA CO | 10602 | 4474256 | CL A |
| BOOKING HOLDINGS INC | 832 | 4454945 | COM |
| ISHARES BITCOIN TRUST ETF | 88914 | 4414595 | SHS BEN INT |
| VERTEX PHARMACEUTICALS INC | 9734 | 4413007 | COM |
| NORTHERN LTS FD TR III | 198301 | 4306919 | CP HIGH YILD TRD |
| BLACKROCK ETF TRUST | 111316 | 4292319 | ISHARES US THEMA |
| VANGUARD SCOTTSDALE FDS | 53315 | 4250844 | SHRT TRM CORP BD |
| MP MATERIALS CORP | 83416 | 4214165 | COM CL A |
| VANGUARD WORLD FD | 29829 | 4210731 | MEGA CAP VAL ETF |
| INVESCO EXCH TRADED FD TR II | 151327 | 4169078 | EQUAL WEGT 0-30 |
| APOLLO GLOBAL MGMT INC | 28789 | 4167426 | COM |
| WELLTOWER INC | 22422 | 4161751 | COM |
| FIRST TR EXCHANGE-TRADED FD | 84509 | 4153611 | FT VEST S&P 500 |
| METLIFE INC | 52494 | 4143879 | COM |
| VANGUARD INDEX FDS | 19788 | 4138230 | EXTEND MKT ETF |
| KINDER MORGAN INC DEL | 150251 | 4130394 | COM |
| REPUBLIC SVCS INC | 19414 | 4114427 | COM |
| SHELL PLC | 55626 | 4087389 | SPON ADS |
| NORFOLK SOUTHN CORP | 14092 | 4068730 | COM |
| ISHARES TR | 37981 | 4068109 | NATIONAL MUN ETF |
| DIMENSIONAL ETF TRUST | 57785 | 4025869 | US SMALL CAP ETF |
| VISTRA CORP | 24902 | 4017443 | COM |
| INVESCO EXCH TRADED FD TR II | 190684 | 4004368 | SR LN ETF |
| ISHARES TR | 59228 | 3975997 | MSCI ACWI EX US |
| TRACTOR SUPPLY CO | 79293 | 3965420 | COM |
| GLOBAL X FDS | 223856 | 3955534 | NASDAQ 100 COVER |
| FIRST TR EXCHANGE TRADED FD | 54946 | 3925916 | NASDAQ CYB ETF |
| US BANCORP DEL | 72828 | 3886100 | COM NEW |
| PACKAGING CORP AMER | 18841 | 3885573 | COM |
| PIMCO ETF TR | 144932 | 3866779 | MULTISECTOR BD |
| RBB FD INC | 76863 | 3833908 | US TREAS 3 MNTH |
| WARNER BROS DISCOVERY INC | 132833 | 3828247 | COM SER A |
| KEYCORP | 185366 | 3825962 | COM |
| SOFI TECHNOLOGIES INC | 145436 | 3807508 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 17046 | 3804163 | COM |
| STARWOOD PPTY TR INC | 210699 | 3794686 | COM |
| REGIONS FINANCIAL CORP NEW | 139028 | 3767668 | COM |
| INVESCO EXCH TRADED FD TR II | 32725 | 3746963 | S&P 500 REVENUE |
| COLGATE PALMOLIVE CO | 47317 | 3738990 | COM |
| NXP SEMICONDUCTORS N V | 17214 | 3736466 | COM |
| DIMENSIONAL ETF TRUST | 79560 | 3723415 | US CORE EQT MKT |
| INTERCONTINENTAL EXCHANGE IN | 22970 | 3720296 | COM |
| MARRIOTT INTL INC NEW | 11977 | 3715750 | CL A |
| VANECK ETF TRUST | 29818 | 3703365 | URANIUM AND NUCL |
| FIRST TR EXCHANGE-TRADED FD | 87777 | 3674360 | FIRST TR TA HIYL |
| RAYMOND JAMES FINL INC | 22827 | 3665731 | COM |
| ISHARES TR | 88103 | 3643953 | HDG MSCI EAFE |
| ARK 21SHARES BITCOIN ETF | 124600 | 3618392 | SHS BEN INT |
| LEGG MASON ETF INVT | 97636 | 3594954 | FRANKLIN INTL LW |
| DIGITAL RLTY TR INC | 23199 | 3589130 | COM |
| GLOBAL X FDS | 55326 | 3584555 | DEFENSE TECH ETF |
| VANGUARD BD INDEX FDS | 51067 | 3550201 | LONG TERM BOND |
| WEC ENERGY GROUP INC | 33646 | 3548218 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 5876 | 3544790 | UTSER1 S&PDCRP |
| ALLSTATE CORP | 17013 | 3541107 | COM |
| FIRST TR EXCHANGE TRADED FD | 35753 | 3515274 | RBA INDL ETF |
| BECTON DICKINSON & CO | 17834 | 3461011 | COM |
| T ROWE PRICE ETF INC | 89806 | 3432377 | CAP APPRECIATION |
| COMCAST CORP NEW | 114791 | 3431111 | CL A |
| FIRST TR EXCHNG TRADED FD VI | 87328 | 3414490 | ACTV FCTR LGCP |
| FIRST TR EXCHANGE-TRADED FD | 56557 | 3389472 | FIRST TR ENH NEW |
| SPDR INDEX SHS FDS | 76151 | 3381886 | PORTFOLIO DEVLPD |
| STANLEY BLACK & DECKER INC | 45517 | 3381010 | COM |
| ISHARES TR | 108245 | 3351273 | PFD AND INCM SEC |
| PGIM ETF TR | 65192 | 3341747 | AAA CLO ETF |
| FIRST TR EXCHANGE TRADED FD | 79655 | 3308859 | DORSEYWRIGHT MOM |
| ANGEL OAK FUNDS TRUST | 64680 | 3308024 | OAK ULTRASHORT |
| VANECK ETF TRUST | 38428 | 3295956 | GOLD MINERS ETF |
| SCHWAB CHARLES CORP | 32881 | 3285068 | COM |
| NEWMONT CORP | 32552 | 3250304 | COM |
| INVESCO EXCH TRD SLF IDX FD | 123628 | 3249283 | INVESCO BULLETSH |
| TIDAL TRUST I | 131435 | 3234615 | DANA UNCONSTRAIN |
| INNOVATOR ETFS TRUST | 64721 | 3226962 | LADERD ALCTN PWR |
| RBB FD INC | 97406 | 3204608 | SGI ENHANCED MKT |
| ENBRIDGE INC | 66769 | 3193541 | COM |
| NORTHERN LTS FD TR III | 79268 | 3178633 | COUNTERPOINT QUA |
| CORNING INC | 36171 | 3167131 | COM |
| FIRST TR EXCHNG TRADED FD VI | 71386 | 3163806 | SMITH OPPORT FXD |
| BEST BUY INC | 70280 | 3121566 | COM |
| GLOBAL X FDS | 76754 | 3118507 | S&P 500 COVERED |
| VANGUARD SCOTTSDALE FDS | 66163 | 3114948 | MTG-BKD SECS ETF |
| VANGUARD WORLD FD | 24692 | 3109253 | ENERGY ETF |
| SPROTT ASSET MANAGEMENT LP | 93875 | 3099759 | PHYSICAL GOLD TR |
| FIRST TR EXCHANGE-TRADED FD | 11502 | 3096108 | DJ INTERNT IDX |
| J P MORGAN EXCHANGE TRADED F | 47448 | 3054706 | SMALL & MID CAP |
| PAYPAL HLDGS INC | 52190 | 3046860 | COM |
| JANUS DETROIT STR TR | 61956 | 3044538 | HENDRSN SHRT ETF |
| GENUINE PARTS CO | 24753 | 3043631 | COM |
| PIMCO ETF TR | 32037 | 3037788 | 0-5 HIGH YIELD |
| BARRICK MNG CORP | 69704 | 3035608 | COM SHS |
| PAYCHEX INC | 26955 | 3023851 | COM |
| MONDELEZ INTL INC | 56143 | 3022149 | CL A |
| FORD MTR CO | 269138 | 3022048 | COM |
| MICROCHIP TECHNOLOGY INC. | 47393 | 3019872 | COM |
| VANGUARD INDEX FDS | 9562 | 3009962 | LARGE CAP ETF |
| JOHN HANCOCK EXCHANGE TRADED | 45691 | 2991827 | MULTIFACTOR MI |
| QUANTA SVCS INC | 7053 | 2976689 | COM |
| PACER FDS TR | 66210 | 2937723 | US SMALL CAP CAS |
| STERIS PLC | 11563 | 2931316 | SHS USD |
| NASDAQ INC | 29996 | 2913454 | COM |
| PACER FDS TR | 69721 | 2873890 | GLOBL CASH ETF |
| FIRST TR EXCHANGE TRADED FD | 121434 | 2868272 | BUYWRIT INCM ETF |
| TAKE-TWO INTERACTIVE SOFTWAR | 11095 | 2840681 | COM |
| BLUE OWL CAPITAL CORPORATION | 227029 | 2821976 | COM |
| BOSTON SCIENTIFIC CORP | 29473 | 2810212 | COM |
| OCEANEERING INTL INC | 116159 | 2791301 | COM |
| SCHWAB STRATEGIC TR | 115459 | 2775623 | INTL EQTY ETF |
| CIENA CORP | 11830 | 2766682 | COM NEW |
| MATADOR RES CO | 64794 | 2749844 | COM |
| GALLAGHER ARTHUR J & CO | 10594 | 2741570 | COM |
| VANGUARD ADMIRAL FDS INC | 6156 | 2736891 | 500 GRTH IDX F |
| JABIL INC | 11969 | 2729192 | COM |
| VULCAN MATLS CO | 9525 | 2716726 | COM |
| CULLEN FROST BANKERS INC | 21448 | 2715983 | COM |
| ROCKET LAB CORP | 38768 | 2704443 | COM |
| CINTAS CORP | 14326 | 2694288 | COM |
| IQVIA HLDGS INC | 11948 | 2693199 | COM |
| KLA CORP | 2216 | 2692639 | COM NEW |
| MONSTER BEVERAGE CORP NEW | 34852 | 2672053 | COM |
| EDWARDS LIFESCIENCES CORP | 31330 | 2670846 | COM |
| PGIM ROCK ETF TR | 86601 | 2668696 | S&P 500 BUFFER |
| GENERAL MTRS CO | 32777 | 2665448 | COM |
| ISHARES TR | 49452 | 2664455 | ISHS 5-10YR INVT |
| SNOWFLAKE INC | 12136 | 2662193 | COM SHS |
| ROLLINS INC | 44265 | 2656789 | COM |
| FIRST TR EXCH TRADED FD III | 144790 | 2638070 | PFD SECS INC ETF |
| ISHARES TR | 52618 | 2631402 | CORE INTL AGGR |
| C H ROBINSON WORLDWIDE INC | 16349 | 2628189 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 21372 | 2602044 | VNG RUS1000GRW |
| MCKESSON CORP | 3158 | 2590411 | COM |
| FIRST TR EXCHANGE TRAD FD VI | 111292 | 2585296 | FST TR GLB FD |
| ROBINHOOD MKTS INC | 22849 | 2584251 | COM CL A |
| LEIDOS HOLDINGS INC | 14263 | 2573051 | COM |
| FIRST TR EXCHANGE-TRADED FD | 133708 | 2565850 | LIMITED DURATION |
| BWX TECHNOLOGIES INC | 14736 | 2546982 | COM |
| VANGUARD SCOTTSDALE FDS | 10736 | 2533595 | VNG RUS2000GRW |
| VANGUARD INDEX FDS | 8359 | 2525335 | SML CP GRW ETF |
| WILLIAMS COS INC | 41863 | 2516420 | COM |
| KKR & CO INC | 19728 | 2514941 | COM |
| WISDOMTREE TR | 35461 | 2512792 | US LARGECAP FUND |
| CREDO TECHNOLOGY GROUP HOLDI | 17462 | 2512584 | ORDINARY SHARES |
| ISHARES TR | 25861 | 2505416 | S&P MC 400GR ETF |
| SYSCO CORP | 33982 | 2504180 | COM |
| DARDEN RESTAURANTS INC | 13598 | 2502315 | COM |
| KEYSIGHT TECHNOLOGIES INC | 12254 | 2489890 | COM |
| EQUINIX INC | 3241 | 2482582 | COM |
| GLOBAL X FDS | 53039 | 2459436 | ADAPTIVE US |
| SCHWAB STRATEGIC TR | 82634 | 2446783 | US LCAP VA ETF |
| T-MOBILE US INC | 11896 | 2415217 | COM |
| AMERICAN WTR WKS CO INC NEW | 18506 | 2415091 | COM |
| ISHARES TR | 21801 | 2411719 | ESG AWR MSCI USA |
| ECOLAB INC | 9159 | 2404414 | COM |
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