Continuum Advisory, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Continuum Advisory, LLC held in its portfolio 456 assets valued at $998,635,098 (i.e. $998.64M).
The most valuable assets in the portfolio included: CAPITAL GROUP DIVIDEND VALUE ETF ($40.87M), APPLE INC COM ($40.14M), and JPMORGAN CORE PLUS BOND ETF ($31.32M).
The chart below shows the top 10 valuable assets, and the table below shows the top 456 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Continuum Advisory, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF | 936425 | 40865605 | ETF |
| APPLE INC COM | 147654 | 40141176 | Stock |
| JPMORGAN CORE PLUS BOND ETF | 661446 | 31319472 | ETF |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 1071146 | 28578165 | ETF |
| CAPITAL GROUP CORE BOND ETF | 1026504 | 27222893 | ETF |
| VANGUARD TOTAL STOCK MARKET ETF | 77036 | 25827843 | ETF |
| MICROSOFT CORP COM | 51827 | 25064760 | Stock |
| VANGUARD EXTENDED MARKET ETF | 106521 | 22275634 | ETF |
| NVIDIA CORPORATION COM | 104580 | 19504154 | Stock |
| AMAZON COM INC COM | 69184 | 15968957 | Stock |
| INVESCO QQQ TRUST SERIES I | 25554 | 15698374 | ETF |
| VANGUARD TOTAL BOND MARKET ETF | 191469 | 14182126 | ETF |
| VANGUARD S&P 500 ETF | 21387 | 13412439 | ETF |
| ISHARES S&P 100 ETF | 38871 | 13331601 | ETF |
| STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF | 72311 | 12595573 | ETF |
| VANGUARD LARGE-CAP ETF | 36862 | 11604280 | ETF |
| ALPHABET INC CAP STK CL A | 35391 | 11077430 | Stock |
| ISHARES CORE MSCI EAFE ETF | 106350 | 9514026 | ETF |
| FIRST EAGLE OVERSEAS EQUITY ETF | 194336 | 9398082 | ETF |
| ISHARES CORE S&P 500 ETF | 13456 | 9216750 | ETF |
| SIMPLIFY OPPORTUNISTIC INCOME ETF | 386244 | 9003348 | ETF |
| NEWMONT CORP COM | 88313 | 8818096 | Stock |
| WALMART INC COM | 72868 | 8118213 | Stock |
| VANGUARD INTERMEDIATE-TERM BOND ETF | 96296 | 7499505 | ETF |
| INCYTE CORP COM | 74181 | 7326857 | Stock |
| ULTA BEAUTY INC COM | 11651 | 7048972 | Stock |
| SALESFORCE INC COM | 25843 | 6846069 | Stock |
| SCHWAB US DIVIDEND EQUITY ETF | 248206 | 6808287 | ETF |
| MICRON TECHNOLOGY INC COM | 23674 | 6756796 | Stock |
| STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 151589 | 6732047 | ETF |
| STATE STREET SPDR S&P 500 ETF | 9849 | 6716100 | ETF |
| VANGUARD SMALL-CAP ETF | 25653 | 6617204 | ETF |
| CAPITAL GROUP GROWTH ETF | 147641 | 6565586 | ETF |
| VANGUARD MID-CAP ETF | 22096 | 6412566 | ETF |
| JPMORGAN CHASE & CO COM | 19755 | 6365479 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | 78740 | 6316519 | ETF |
| COSTCO WHOLESALE CORPORATION COM | 7274 | 6272743 | Stock |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 109546 | 6270441 | ETF |
| CVS HEALTH CORP COM | 78973 | 6267297 | Stock |
| NEUROCRINE BIOSCIENCES INC COM | 42551 | 6035008 | Stock |
| BIOMARIN PHARMACEUTICAL INC COM | 101420 | 6027391 | Stock |
| EVEREST GROUP LTD COM | 16679 | 5660019 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 11045 | 5551769 | Stock |
| STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF | 287237 | 5480485 | ETF |
| VANGUARD RUSSELL 1000 GROWTH ETF | 44474 | 5414710 | ETF |
| ORACLE CORP COM | 27290 | 5319103 | Stock |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 105497 | 5275901 | ETF |
| ALPHABET INC CAP STK CL C | 16445 | 5160414 | Stock |
| THE CIGNA GROUP COM | 18483 | 5086938 | Stock |
| JPMORGAN INCOME ETF | 108526 | 5023683 | ETF |
| VANGUARD VALUE ETF | 26127 | 4989998 | ETF |
| BROADCOM INC COM | 14221 | 4921816 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 44054 | 4700510 | ETF |
| SPDR GOLD SHARES | 11852 | 4697066 | ETF |
| VANECK GOLD MINERS ETF | 54127 | 4642499 | ETF |
| CAPITAL GROUP CORE EQUITY ETF | 114608 | 4610680 | ETF |
| ISHARES CORE TOTAL USD BOND MARKET ETF | 97293 | 4528016 | ETF |
| META PLATFORMS INC CL A | 6800 | 4488471 | Stock |
| TESLA INC COM | 9622 | 4327329 | Stock |
| ISHARES RUSSELL 2000 ETF | 16305 | 4013641 | ETF |
| STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | 82663 | 3869468 | ETF |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 99744 | 3822189 | ETF |
| ALERIAN MLP ETF | 80803 | 3799357 | ETF |
| VANGUARD GROWTH ETF | 7551 | 3683834 | ETF |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | 73324 | 3665472 | ETF |
| CAMECO CORP COM | 40062 | 3665272 | Stock |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 123318 | 3644057 | ETF |
| VANGUARD S&P 500 GROWTH ETF | 8000 | 3556720 | ETF |
| CHEVRON CORPORATION COM | 22632 | 3449325 | Stock |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 37730 | 3447767 | ETF |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 36476 | 3427666 | ETF |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 72625 | 3346540 | ETF |
| CAPITAL GROUP CORE PLUS INCOME ETF | 145489 | 3293882 | ETF |
| WILLIAMS COS INC COM | 54598 | 3281886 | Stock |
| CHENIERE ENERGY INC COM NEW | 16727 | 3251562 | Stock |
| ABBVIE INC COM | 13915 | 3179502 | Stock |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 73375 | 3145584 | ETF |
| EATON CORP PLC SHS | 9839 | 3133820 | Stock |
| MEDTRONIC PLC SHS | 31123 | 2989675 | Stock |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 38676 | 2917739 | ETF |
| BOOZ ALLEN HAMILTON HLDG CORP CL A | 34032 | 2870940 | Stock |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 41675 | 2801402 | ETF |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 34886 | 2781459 | ETF |
| FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | 73173 | 2771046 | ETF |
| ISHARES RUSSELL MIDCAP ETF | 28365 | 2730678 | ETF |
| EXXON MOBIL CORP COM | 21942 | 2640455 | Stock |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 54001 | 2597988 | ETF |
| ENTERGY CORP NEW COM | 27134 | 2507996 | Stock |
| CAPITAL GROUP CORE BALANCED ETF | 70060 | 2475206 | ETF |
| AGNC INVT CORP COM | 229764 | 2463070 | REIT |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 23270 | 2421701 | ETF |
| T. ROWE PRICE DIVIDEND GROWTH ETF | 53793 | 2419071 | ETF |
| CACI INTL INC CL A | 4433 | 2361947 | Stock |
| INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | 105465 | 2320239 | ETF |
| MASTERCARD INCORPORATED CL A | 4063 | 2319485 | Stock |
| GLOBAL X COPPER MINERS ETF | 31756 | 2279763 | ETF |
| VANGUARD REAL ESTATE ETF | 25600 | 2265359 | ETF |
| ELI LILLY & CO COM | 2103 | 2260063 | Stock |
| SIMPLIFY MBS ETF | 44510 | 2243749 | ETF |
| CECO ENVIRONMENTAL CORP COM | 37443 | 2240964 | Stock |
| HOME DEPOT INC COM | 6509 | 2239614 | Stock |
| JANUS HENDERSON B-BBB CLO ETF | 46767 | 2230786 | ETF |
| VANGUARD MEGA CAP GROWTH ETF | 5388 | 2224090 | ETF |
| VISA INC COM CL A | 6196 | 2172904 | Stock |
| ISHARES CORE S&P MID-CAP ETF | 32318 | 2132991 | ETF |
| JOHNSON & JOHNSON COM | 10143 | 2099129 | Stock |
| ISHARES 1-3 YEAR TREASURY BOND ETF | 25064 | 2075799 | ETF |
| ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | 24907 | 2058338 | ETF |
| ICICI BK LTD HONG KONG BRANCH ADR | 68474 | 2040525 | ADR |
| ISHARES CORE S&P SMALL CAP ETF | 16845 | 2024404 | ETF |
| ISHARES HIGH YIELD SYSTEMATIC BOND ETF | 41839 | 1981077 | ETF |
| STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 83408 | 1974267 | ETF |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 24330 | 1961728 | ETF |
| STATE STREET SPDR PORTFOLIO TIPS ETF | 71341 | 1851309 | ETF |
| CATERPILLAR INC COM | 3178 | 1820581 | Stock |
| PROCTER & GAMBLE CO COM | 12466 | 1786547 | Stock |
| ISHARES ESG MSCI KLD 400 ETF | 13155 | 1694812 | ETF |
| IREN LIMITED ORDINARY SHARES | 44795 | 1691907 | Stock |
| JPMORGAN ULTRA-SHORT INCOME ETF | 32474 | 1642863 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 26291 | 1642430 | ETF |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 27116 | 1576007 | ETF |
| ADVANCED MICRO DEVICES INC COM | 7282 | 1559513 | Stock |
| ISHARES SEMICONDUCTOR ETF | 5145 | 1549417 | ETF |
| LINDE PLC SHS | 3601 | 1535430 | Stock |
| ABBOTT LABS COM | 12231 | 1532388 | Stock |
| INTERNATIONAL BUSINESS MACHS COM | 5119 | 1516441 | Stock |
| VANGUARD FTSE EMERGING MARKETS ETF | 27968 | 1503535 | ETF |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | 31885 | 1499233 | ETF |
| ISHARES FUTURE AI & TECH ETF | 30908 | 1489147 | ETF |
| PHILIP MORRIS INTL INC COM | 9159 | 1469104 | Stock |
| NVENT ELECTRIC PLC SHS | 14325 | 1460720 | Stock |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 20817 | 1446149 | ETF |
| SCHWAB U.S. LARGE-CAP VALUE ETF | 48714 | 1442435 | ETF |
| DUKE ENERGY CORP NEW COM NEW | 12270 | 1438167 | Stock |
| THERMO FISHER SCIENTIFIC INC COM | 2469 | 1430662 | Stock |
| SCHWAB INTERNATIONAL EQUITY ETF | 59438 | 1428887 | ETF |
| PALANTIR TECHNOLOGIES INC CL A | 7995 | 1421032 | Stock |
| ISHARES MSCI EAFE SMALL-CAP ETF | 17855 | 1384317 | ETF |
| INTUITIVE SURGICAL INC COM NEW | 2442 | 1383051 | Stock |
| CISCO SYS INC COM | 17908 | 1379420 | Stock |
| SCHWAB CHARLES CORP COM | 13772 | 1375964 | Stock |
| SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 16061 | 1371128 | ETF |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 27610 | 1365578 | ETF |
| ISHARES S&P 500 GROWTH ETF | 10982 | 1353672 | ETF |
| WELLS FARGO & CO COM | 14459 | 1347579 | Stock |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | 30933 | 1337852 | ETF |
| VERIZON COMMUNICATIONS INC COM | 32743 | 1333621 | Stock |
| CAPITAL ONE FINL CORP COM | 5493 | 1331283 | Stock |
| CINTAS CORP COM | 7032 | 1322508 | Stock |
| NEXTERA ENERGY INC COM | 16305 | 1308958 | Stock |
| COCA COLA CO COM | 18424 | 1287991 | Stock |
| FIRST TRUST ENHANCED SHORT MATURITY ETF | 21448 | 1285379 | ETF |
| MCDONALDS CORP COM | 4161 | 1271726 | Stock |
| ISHARES SELECT DIVIDEND ETF | 8949 | 1263019 | ETF |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 15277 | 1253020 | Stock |
| BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF | 26050 | 1251544 | ETF |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 13332 | 1240927 | ETF |
| STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | 41887 | 1226460 | ETF |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 27449 | 1217102 | ETF |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | 27587 | 1206048 | ETF |
| INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | 90275 | 1196138 | ETF |
| AMERICAN EXPRESS CO COM | 3212 | 1188362 | Stock |
| T-MOBILE US INC COM | 5846 | 1186972 | Stock |
| VANGUARD TAX-EXEMPT BOND ETF | 23498 | 1181693 | ETF |
| VANGUARD RUSSELL 1000 ETF | 3804 | 1175588 | ETF |
| ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 12174 | 1172077 | ETF |
| DISNEY WALT CO COM | 10256 | 1166857 | Stock |
| ISHARES S&P 500 VALUE ETF | 5446 | 1154933 | ETF |
| SIMPLIFY INTERMEDIATE TERM TREASURY FUTURES STRATEGY ETF | 84056 | 1134756 | ETF |
| WELLTOWER INC COM | 6084 | 1129262 | REIT |
| ISHARES GOLD TRUST | 13906 | 1128750 | ETF |
| NETFLIX INC. COM | 11986 | 1123768 | Stock |
| JANUS HENDERSON AAA CLO ETF | 22157 | 1120701 | ETF |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY | 26930 | 1096557 | ETF |
| BANK AMERICA CORP COM | 19854 | 1091990 | Stock |
| AT&T INC COM | 43502 | 1080589 | Stock |
| TEMPUS AI INC CL A | 18256 | 1078017 | Stock |
| ISHARES SILVER TRUST | 16597 | 1069179 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 12947 | 1068167 | ETF |
| AMGEN INC COM | 3258 | 1066489 | Stock |
| TJX COS INC NEW COM | 6775 | 1040708 | Stock |
| QUALCOMM INC COM | 6074 | 1038958 | Stock |
| IDACORP INC COM | 8200 | 1037751 | Stock |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 7142 | 1025054 | ETF |
| SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | 22300 | 1021340 | CEF |
| SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 36955 | 1005539 | ETF |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | 21639 | 1004710 | ETF |
| VANECK FALLEN ANGEL HIGH YIELD BOND ETF | 34151 | 1002832 | ETF |
| CITIGROUP INC COM NEW | 8558 | 998633 | Stock |
| VANGUARD DIVIDEND APPRECIATION ETF | 4517 | 992746 | ETF |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL | 25208 | 986137 | ETF |
| UNITEDHEALTH GROUP INC COM | 2977 | 982737 | Stock |
| MERCK & CO INC COM | 9074 | 955129 | Stock |
| FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF | 49746 | 954626 | ETF |
| ADOBE INC COM | 2721 | 952323 | Stock |
| PUBLIC SVC ENTERPRISE GRP INC COM | 11592 | 930804 | Stock |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 28501 | 929708 | ETF |
| ISHARES MSCI SOUTH KOREA ETF | 9432 | 916979 | ETF |
| ISHARES CORE DIVIDEND ETF | 17188 | 913542 | ETF |
| ISHARES 20 YEAR TREASURY BOND ETF | 10393 | 905876 | ETF |
| QUANTA SVCS INC COM | 2101 | 886748 | Stock |
| BLACKSTONE INC COM | 5679 | 875361 | Stock |
| INVESCO NASDAQ 100 ETF | 3434 | 868533 | ETF |
| VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 12657 | 853490 | ETF |
| KLA CORP COM NEW | 697 | 846911 | Stock |
| CSX CORP COM | 22759 | 825023 | Stock |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | 18697 | 821154 | ETF |
| MORGAN STANLEY COM NEW | 4593 | 815395 | Stock |
| ISHARES RUSSELL 1000 VALUE ETF | 3857 | 811281 | ETF |
| CAPITAL GROUP CONSERVATIVE EQUITY ETF | 26566 | 809997 | ETF |
| ANNALY CAPITAL MANAGEMENT INC COM NEW | 36110 | 807420 | REIT |
| AVANTIS U.S. SMALL CAP VALUE ETF | 7888 | 804392 | ETF |
| EOG RES INC COM | 7622 | 800386 | Stock |
| ALTRIA GROUP INC COM | 13804 | 795939 | Stock |
| SCHWAB U.S. LARGE-CAP ETF | 29403 | 791234 | ETF |
| ISHARES MSCI USA QUALITY FACTOR ETF | 3979 | 790396 | ETF |
| ISHARES MSCI EAFE ETF | 8211 | 788531 | ETF |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 2575 | 782517 | ADR |
| FORTIVE CORP COM | 14131 | 780173 | Stock |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 18150 | 774824 | ETF |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | 33102 | 774087 | ETF |
| CONSOLIDATED EDISON INC COM | 7734 | 768141 | Stock |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 7152 | 763142 | ETF |
| NISOURCE INC COM | 18253 | 762245 | Stock |
| BERKSHIRE HATHAWAY INC DEL CL A | 1 | 754800 | Stock |
| VANGUARD MEGA CAP VALUE ETF | 5326 | 751818 | ETF |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | 17266 | 748999 | ETF |
| AKRE FOCUS ETF | 11417 | 747928 | ETF |
| AMETEK INC COM | 3633 | 745891 | Stock |
| VERTEX PHARMACEUTICALS INC COM | 1632 | 739884 | Stock |
| TRANE TECHNOLOGIES PLC SHS | 1897 | 738312 | Stock |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 15251 | 736927 | ETF |
| ALLIANT ENERGY CORP COM | 10894 | 708219 | Stock |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST | 26438 | 706281 | ETF |
| PFIZER INC COM | 28286 | 704328 | Stock |
| GILEAD SCIENCES INC COM | 5711 | 700968 | Stock |
| KROGER CO COM | 11204 | 700026 | Stock |
| BAKER HUGHES COMPANY CL A | 15365 | 699722 | Stock |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | 7109 | 698957 | ETF |
| UNITED PARCEL SVCS INC CL B | 7025 | 696810 | Stock |
| VANGUARD SMALL CAP VALUE ETF | 3262 | 690926 | ETF |
| WASTE CONNECTIONS INC COM | 3932 | 689516 | Stock |
| ALLSTATE CORP COM | 3224 | 671076 | Stock |
| REPUBLIC SVCS INC COM | 3118 | 660798 | Stock |
| VANGUARD INFORMATION TECHNOLOGY ETF | 874 | 658804 | ETF |
| ARTISAN PARTNERS ASSET MGMT I CL A | 16156 | 658195 | Stock |
| VIASAT INC COM | 18985 | 654223 | Stock |
| VANECK MERK GOLD ETF | 15638 | 648664 | ETF |
| AMERICAN TOWER CORP COM | 3686 | 647151 | REIT |
| PUTNAM FOCUSED LARGE CAP VALUE ETF | 13791 | 628456 | ETF |
| GLOBAL X U.S. PREFERRED ETF | 32836 | 620929 | ETF |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY | 20902 | 607512 | ETF |
| PROGRESSIVE CORP COM | 2633 | 599687 | Stock |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 1245 | 598310 | ETF |
| ISHARES MBS ETF | 6247 | 594819 | ETF |
| STATE STREET BLACKSTONE SENIOR LOAN ETF | 14209 | 586405 | ETF |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR DECEMBER | 22643 | 582763 | ETF |
| PARKER-HANNIFIN CORP COM | 648 | 569566 | Stock |
| PALO ALTO NETWORKS INC COM | 3082 | 567704 | Stock |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 9335 | 567661 | ETF |
| CAPITAL GROUP DIVIDEND GROWERS ETF | 15902 | 566743 | ETF |
| HCA HEALTHCARE INC COM | 1211 | 565367 | Stock |
| ISHARES BITCOIN TRUST ETF | 11221 | 557123 | ETF |
| ISHARES NATIONAL MUNI BOND ETF | 5120 | 548383 | ETF |
| SYNOPSYS INC COM | 1164 | 546754 | Stock |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 3786 | 545091 | ETF |
| VANGUARD MID-CAP VALUE ETF | 3055 | 541783 | ETF |
| ISHARES 7-10 YEAR TREASURY BOND ETF | 5552 | 533880 | ETF |
| NUVEEN ESG MID-CAP GROWTH ETF | 11083 | 529136 | ETF |
| CAPITAL GROUP SHORT DURATION INCOME ETF | 20151 | 524128 | ETF |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 20711 | 522737 | ETF |
| FIDELITY MSCI INDUSTRIAL INDEX ETF | 6311 | 520531 | ETF |
| PROLOGIS INC. COM | 4070 | 519576 | REIT |
| INTEL CORP COM | 13954 | 514903 | Stock |
| ISHARES MSCI EAFE VALUE ETF | 7209 | 514795 | ETF |
| UNION PAC CORP COM | 2224 | 514456 | Stock |
| CONSTELLATION ENERGY CORP COM | 1436 | 507296 | Stock |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 9076 | 497077 | ETF |
| KKR & CO INC COM | 3885 | 495260 | Stock |
| SCHWAB U.S. MID-CAP ETF | 16465 | 495104 | ETF |
| PTC INC COM | 2829 | 492840 | Stock |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH | 10919 | 490720 | ETF |
| CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 17755 | 490393 | ETF |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | 1931 | 483349 | ETF |
| STRYKER CORPORATION COM | 1371 | 481865 | Stock |
| VANGUARD SHORT-TERM BOND ETF | 6107 | 481266 | ETF |
| COCA COLA CONS INC COM | 3130 | 479829 | Stock |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 5807 | 478961 | ETF |
| ISHARES BIOTECHNOLOGY ETF | 2822 | 476214 | ETF |
| BOEING CO COM | 2187 | 474913 | Stock |
| CROWDSTRIKE HLDGS INC CL A | 1002 | 469698 | Stock |
| STATE STREET SPDR S&P BIOTECH ETF | 3829 | 466840 | ETF |
| AMERICAN ELEC PWR CO INC COM | 3988 | 459851 | Stock |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 5401 | 457127 | ETF |
| PARK AEROSPACE CORP COM | 21272 | 453944 | Stock |
| NORTHROP GRUMMAN CORP COM | 795 | 453317 | Stock |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 4487 | 448127 | ETF |
| OREILLY AUTOMOTIVE INC COM | 4908 | 447659 | Stock |
| STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | 9226 | 442775 | ETF |
| ISHARES GLOBAL TECH ETF | 4209 | 441945 | ETF |
| INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - SEPTEMBER | 11141 | 438184 | ETF |
| GE VERNOVA INC COM | 664 | 433970 | Stock |
| INVESCO S&P MIDCAP MOMENTUM ETF | 3123 | 432411 | ETF |
| UBER TECHNOLOGIES INC COM | 5265 | 430203 | Stock |
| ISHARES 10-20 YEAR TREASURY BOND ETF | 4184 | 425387 | ETF |
| FORD MTR CO COM | 32383 | 424870 | Stock |
| AUTOMATIC DATA PROCESSING INC COM | 1650 | 424430 | Stock |
| PACER US CASH COWS 100 ETF | 7030 | 422978 | ETF |
| INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY | 9699 | 419579 | ETF |
| INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | 7525 | 418164 | ETF |
| PEPSICO INC COM | 2907 | 417272 | Stock |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 3035 | 415613 | ETF |
| KODIAK SCIENCES INC COM | 14852 | 415262 | Stock |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | 9803 | 409569 | ETF |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR FEBRUARY | 15961 | 405090 | ETF |
| SCHWAB U.S. SMALL-CAP ETF | 14208 | 404646 | ETF |
| CHUBB LIMITED COM | 1295 | 404195 | Stock |
| ISHARES CORE 60/40 BALANCED ALLOCATION ETF | 6150 | 399800 | ETF |
| CITIZENS FINL GROUP INC COM | 6838 | 399408 | Stock |
| ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | 4787 | 396220 | ETF |
| US BANCORP COM NEW | 7388 | 394224 | Stock |
| ISHARES FLEXIBLE INCOME ACTIVE ETF | 7431 | 392160 | ETF |
| EVERSOURCE ENERGY COM | 5808 | 391053 | Stock |
| BOOKING HOLDINGS INC COM | 73 | 390939 | Stock |
| VANGUARD UTILITIES ETF | 2112 | 390814 | ETF |
| SCHWAB MUNICIPAL BOND ETF | 14922 | 384397 | ETF |
| GOLDMAN SACHS GROUP INC COM | 437 | 384123 | Stock |
| CION INVT CORP COM | 39609 | 383019 | Stock |
| RTX CORPORATION COM | 2087 | 382756 | Stock |
| CME GROUP INC COM | 1399 | 382039 | Stock |
| GE AEROSPACE COM NEW | 1230 | 378877 | Stock |
| STARBUCKS CORP COM | 4401 | 370641 | Stock |
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | 5821 | 366256 | ETF |
| VANGUARD MID-CAP GROWTH ETF | 1293 | 360997 | ETF |
| INTUIT COM | 542 | 359032 | Stock |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 2407 | 357966 | ETF |
| ISHARES CORE S&P U.S. GROWTH ETF | 2124 | 356705 | ETF |
| ISHARES ESG AWARE MSCI EAFE ETF | 3745 | 356158 | ETF |
| VERTIV HOLDINGS CO COM CL A | 2191 | 354964 | Stock |
| VANGUARD ESG U.S. STOCK ETF | 2934 | 354902 | ETF |
| STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | 8789 | 353757 | ETF |
| ROPER TECHNOLOGIES INC COM | 792 | 352543 | Stock |
| VANGUARD SMALL-CAP GROWTH ETF | 1164 | 351755 | ETF |
| ISHARES CORE DIVIDEND GROWTH ETF | 5041 | 349953 | ETF |
| L3HARRIS TECHNOLOGIES INC COM | 1160 | 340541 | Stock |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 8598 | 339209 | ETF |
| TEXAS INSTRS INC COM | 1952 | 338652 | Stock |
| SERVICENOW INC COM | 2203 | 337478 | Stock |
| MCKESSON CORP COM | 411 | 337139 | Stock |
| ESSENTIAL UTILS INC COM | 8716 | 334346 | Stock |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | 11229 | 323844 | ETF |
| EQUINIX INC COM | 420 | 321787 | REIT |
| GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | 8836 | 320115 | ETF |
| BLACKROCK INC COM | 296 | 316821 | Stock |
| FIRST TRUST CAPITAL STRENGTH ETF | 3362 | 311024 | ETF |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 1114 | 306784 | Stock |
| INNOVATOR U.S. EQUITY BUFFER ETF - MARCH | 5776 | 306408 | ETF |
| ISHARES PREFERRED & INCOME SECURITIES ETF | 9873 | 305678 | ETF |
| INSPIRE 500 ETF | 1229 | 305026 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | 7040 | 304469 | ETF |
| NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | 8372 | 303144 | ETF |
| ISHARES ESG AWARE MSCI EM ETF | 6859 | 302974 | ETF |
| ALAMOS GOLD INC COM CL A | 7838 | 302390 | Stock |
| ARISTA NETWORKS INC COM SHS | 2301 | 301500 | Stock |
| STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF | 2282 | 299229 | ETF |
| ISHARES CORE HIGH DIVIDEND ETF | 2459 | 299039 | ETF |
| SEMPRA COM | 3368 | 297361 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 5130 | 297093 | ETF |
| DOMINION ENERGY INC COM | 5045 | 295587 | Stock |
| ENTERPRISE PRODS PARTNERS L P COM | 9093 | 291522 | Stock |
| PERPETUA RESOURCES CORP COM | 11742 | 284274 | Stock |
| AIR PRODUCTS AND CHEMICALS INC COM | 1142 | 282097 | Stock |
| TRUIST FINL CORP COM | 5667 | 278873 | Stock |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 3308 | 277045 | ETF |
| INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | 5745 | 275739 | ETF |
| ENBRIDGE INC COM | 5750 | 275023 | Stock |
| INSPIRE 100 ETF | 6085 | 274616 | ETF |
| NIKE INC CL B | 4244 | 270385 | Stock |
| WEC ENERGY GROUP INC COM | 2559 | 269872 | Stock |
| ETC CABANA TARGET DRAWDOWN 10 ETF | 10563 | 266994 | ETF |
| APPLIED MATLS INC COM | 1032 | 265214 | Stock |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 5635 | 264066 | ETF |
| OMNICOM GROUP INC COM | 3269 | 263972 | Stock |
| SLB LIMITED COM STK | 6871 | 263709 | Stock |
| FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | 1723 | 263653 | ETF |
| ISHARES ETHEREUM TRUST ETF | 11732 | 263149 | ETF |
| WASTE MGMT INC DEL COM | 1195 | 262450 | Stock |
| LOCKHEED MARTIN CORP COM | 540 | 261182 | Stock |
| VANECK URANIUM AND NUCLEAR ETF | 2093 | 259952 | ETF |
| EDISON INTL COM | 4324 | 259526 | Stock |
| MARSH & MCLENNAN COS INC COM | 1379 | 255832 | Stock |
| VISTRA CORP COM | 1582 | 255269 | Stock |
| SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | 8096 | 255115 | ETF |
| AFLAC INC COM | 2304 | 254100 | Stock |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR OCTOBER | 9398 | 252202 | ETF |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 2674 | 251784 | ETF |
| ACCENTURE PLC IRELAND SHS CLASS A | 933 | 250324 | Stock |
| GENERAL MILLS INC COM | 5379 | 250124 | Stock |
| BLUEROCK PVT REAL ESTATE FD COM | 16637 | 249555 | CEF |
| ISHARES MSCI INTL QUALITY FACTOR ETF | 5478 | 248967 | ETF |
| PEMBINA PIPELINE CORP COM | 6503 | 247504 | Stock |
| TELEFLEX INCORPORATED COM | 2017 | 246155 | Stock |
| VANGUARD S&P SMALL-CAP 600 ETF | 2207 | 244889 | ETF |
| REGIONS FINANCIAL CORP NEW COM | 9021 | 244469 | Stock |
| IAMGOLD CORP COM | 14547 | 239880 | Stock |
| CUMMINS INC COM | 468 | 238891 | Stock |
| VANECK BIOTECH ETF | 1262 | 238852 | ETF |
| ISHARES FLOATING RATE BOND ETF | 4693 | 238686 | ETF |
| INNOVATOR DEFINED WEALTH SHIELD ETF | 7093 | 237686 | ETF |
| NUVEEN ESG EMERGING MARKETS EQUITY ETF | 6617 | 235443 | ETF |
| ISHARES CORE S&P US VALUE ETF | 2291 | 234919 | ETF |
| IRON MTN INC DEL COM | 2830 | 234749 | REIT |
| AMERICAN WTR WKS CO INC NEW COM | 1795 | 234248 | Stock |
| FIRSTENERGY CORP COM | 5228 | 234058 | Stock |
| FRANKLIN DYNAMIC MUNICIPAL BOND ETF | 9300 | 231291 | ETF |
| METLIFE INC COM | 2929 | 231215 | Stock |
| STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 7620 | 230130 | ETF |
| CMS ENERGY CORP COM | 3284 | 229650 | Stock |
| JPMORGAN ACTIVE GROWTH ETF | 2471 | 229309 | ETF |
| COMCAST CORP NEW CL A | 7646 | 228543 | Stock |
| NXP SEMICONDUCTORS N V COM | 1047 | 227262 | Stock |
| ISHARES RUSSELL TOP 200 VALUE ETF | 2472 | 227078 | ETF |
| FIDELITY MSCI HEALTH CARE INDEX ETF | 3008 | 223434 | ETF |
| SPOTIFY TECHNOLOGY S A SHS | 384 | 222993 | Stock |
| JOHNSON CTLS INTL PLC SHS | 1861 | 222855 | Stock |
| ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 6672 | 222178 | ETF |
| SOUTHERN CO COM | 2519 | 219657 | Stock |
| 3M CO COM | 1360 | 217736 | Stock |
| TRUESHARES TECHNOLOGY, AI & DEEP LEARNING ETF | 4505 | 214696 | ETF |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 4658 | 214178 | ETF |
| STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF | 5456 | 213602 | ETF |
| INVESCO S&P MIDCAP QUALITY ETF | 2078 | 212829 | ETF |
| ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | 5462 | 210615 | ETF |
| CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | 10957 | 210374 | CEF |
| CALAMOS GBL DYN INCOME FUND COM | 28299 | 209696 | CEF |
| DIMENSIONAL US MARKETWIDE VALUE ETF | 4441 | 206906 | ETF |
| VEEVA SYS INC CL A COM | 926 | 206711 | Stock |
| TRANSDIGM GROUP INC COM | 155 | 206127 | Stock |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | 3932 | 206076 | ETF |
| ISHARES 0-5 YEAR TIPS BOND ETF | 2008 | 205597 | ETF |
| PHILLIPS 66 COM | 1579 | 203754 | Stock |
| WHEATON PRECIOUS METALS CORP COM | 1727 | 202957 | Stock |
| SYSCO CORP COM | 2750 | 202648 | Stock |
| ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | 1885 | 202355 | ETF |
| NUVEEN ESG SMALL-CAP ETF | 4506 | 201195 | ETF |
| EQUINOX GOLD CORP COM | 13025 | 182871 | Stock |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | 28591 | 151532 | ADR |
| INVESCO MORTGAGE CAPITAL INC COM | 15889 | 133626 | REIT |
| CALAMOS CONV OPPORTUNITIES & I SH BEN INT | 12120 | 127018 | CEF |
| AMPLIFY CEF HIGH INCOME ETF | 10605 | 122064 | ETF |
| GLOBAL NET LEASE INC COM NEW | 13427 | 115472 | REIT |
| DENISON MINES CORP COM | 34141 | 90815 | Stock |
| B2GOLD CORP COM | 14368 | 64800 | Stock |
| GOLDEN MATRIX GROUP INC COM | 57000 | 45646 | Stock |
| READY CAPITAL CORP COM | 14843 | 32358 | REIT |
| UR-ENERGY INC COM | 15038 | 20903 | Stock |
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