Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held in its portfolio 500 assets valued at $5,614,605,294 (i.e. $5.62B).
The most valuable assets in the portfolio included: ISHARES TR ($350.45M), NVIDIA CORPORATION ($327.01M), and ISHARES TR ($292.91M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 1764425 | 350450179 | MSCI USA QLT FCT |
| NVIDIA CORPORATION | 1753381 | 327005598 | COM |
| ISHARES TR | 6444572 | 292905789 | MSCI INTL QUALTY |
| ISHARES TR | 974177 | 243846154 | MSCI USA MMENTM |
| VANGUARD MALVERN FDS | 4653452 | 230159714 | STRM INFPROIDX |
| VANGUARD SCOTTSDALE FDS | 2429096 | 193671831 | SHRT TRM CORP BD |
| APPLE INC | 620346 | 168647326 | COM |
| DIMENSIONAL ETF TRUST | 3058248 | 142483769 | US MKTWIDE VALUE |
| ISHARES TR | 1928740 | 137731291 | EAFE VALUE ETF |
| SPDR SERIES TRUST | 4782365 | 132165705 | STATE STREET SPD |
| ISHARES INC | 1941744 | 130524060 | CORE MSCI EMKT |
| VANGUARD SCOTTSDALE FDS | 1370668 | 114793414 | INT-TERM CORP |
| MICROSOFT CORP | 229603 | 111040472 | COM |
| DIMENSIONAL ETF TRUST | 1807792 | 90208805 | INTERNATNAL VAL |
| META PLATFORMS INC | 106942 | 70591223 | CL A |
| AMAZON COM INC | 295078 | 68109843 | COM |
| SPDR S&P 500 ETF TR | 98688 | 67297637 | TR UNIT |
| VANGUARD INDEX FDS | 342402 | 65395303 | VALUE ETF |
| VANGUARD SCOTTSDALE FDS | 1106747 | 64999278 | SHORT TERM TREAS |
| AMERICAN CENTY ETF TR | 612414 | 57548563 | INTL SMCP VLU |
| VANGUARD TAX-MANAGED FDS | 908989 | 56784572 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 918385 | 54680670 | US TARGETED VLU |
| ALPHABET INC | 151433 | 47519720 | CAP STK CL C |
| WISDOMTREE TR | 723464 | 42445633 | US QUALITY GROW |
| AMERICAN CENTY ETF TR | 394769 | 40258512 | US SML CP VALU |
| VANGUARD INDEX FDS | 429304 | 37989137 | REAL ESTATE ETF |
| CISCO SYS INC | 463944 | 35737623 | COM |
| SCHWAB STRATEGIC TR | 777154 | 35383803 | INTL SCEQT ETF |
| TESLA INC | 77747 | 34964423 | COM |
| BROADCOM INC | 94293 | 32634708 | COM |
| SCHWAB STRATEGIC TR | 1130533 | 30422648 | US LRG CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 211317 | 30288131 | FTSE SMCAP ETF |
| DIMENSIONAL ETF TRUST | 715356 | 28320942 | US CORE EQUITY 2 |
| VANGUARD INDEX FDS | 130954 | 27734732 | SM CP VAL ETF |
| SCHWAB STRATEGIC TR | 1152306 | 27701439 | INTL EQTY ETF |
| VANGUARD INDEX FDS | 80459 | 26975409 | TOTAL STK MKT |
| ISHARES TR | 282078 | 26822752 | ESG AW MSCI EAFE |
| JPMORGAN CHASE & CO. | 81399 | 26228380 | COM |
| DIMENSIONAL ETF TRUST | 669656 | 25467018 | US HIGH PROFITAB |
| ALPHABET INC | 77360 | 24213828 | CAP STK CL A |
| ISHARES TR | 146016 | 23026691 | MICRO-CAP ETF |
| DIMENSIONAL ETF TRUST | 323700 | 22552153 | US SMALL CAP ETF |
| FIRST TR EXCH TRADED FD III | 1187858 | 21642774 | PFD SECS INC ETF |
| VANGUARD WORLD FD | 85758 | 21539952 | MEGA CAP INDEX |
| VANGUARD WORLD FD | 49576 | 20463359 | MEGA GRWTH IND |
| VANGUARD WELLINGTON FD | 106121 | 20295567 | US MOMENTUM |
| ALTRIA GROUP INC | 344671 | 19875788 | COM |
| WALMART INC | 176554 | 19669948 | COM |
| COSTCO WHSL CORP NEW | 22349 | 19272131 | COM |
| VANGUARD INTL EQUITY INDEX F | 418381 | 19178573 | GLB EX US ETF |
| BERKSHIRE HATHAWAY INC DEL | 37653 | 18926351 | CL B NEW |
| BANK NEW YORK MELLON CORP | 162971 | 18919322 | COM |
| ISHARES TR | 163118 | 18582370 | EAFE GRWTH ETF |
| NUSHARES ETF TR | 409247 | 18436563 | NUVEEN ESG LRGVL |
| ISHARES TR | 173830 | 17798437 | 0-5 YR TIPS ETF |
| CUMMINS INC | 34158 | 17435739 | COM |
| JOHNSON & JOHNSON | 84003 | 17384423 | COM |
| INVESCO QQQ TR | 28078 | 17248445 | UNIT SER 1 |
| VANGUARD INDEX FDS | 53246 | 16761992 | LARGE CAP ETF |
| VANGUARD WORLD FD | 118512 | 16729134 | MEGA CAP VAL ETF |
| VANGUARD INDEX FDS | 26405 | 16559292 | S&P 500 ETF SHS |
| FIRST TR EXCH TRD ALPHDX FD | 605433 | 16558597 | EMERG MKT ALPH |
| BELPOINTE PREP LLC | 248081 | 16132708 | UNIT RP LTD LB A |
| ELI LILLY & CO | 14879 | 15989807 | COM |
| INTERNATIONAL BUSINESS MACHS | 53798 | 15935402 | COM |
| VANGUARD INTL EQUITY INDEX F | 292666 | 15733714 | FTSE EMR MKT ETF |
| SCHWAB STRATEGIC TR | 467279 | 15303396 | EMRG MKTEQ ETF |
| ISHARES TR | 126408 | 15191701 | CORE S&P SCP ETF |
| ISHARES TR | 21634 | 14817809 | CORE S&P500 ETF |
| SCHWAB STRATEGIC TR | 513395 | 14621480 | US SML CAP ETF |
| PHILIP MORRIS INTL INC | 87615 | 14053957 | COM |
| VANGUARD INDEX FDS | 53725 | 13858335 | SMALL CP ETF |
| AUTOMATIC DATA PROCESSING IN | 50376 | 12958116 | COM |
| VISA INC | 35452 | 12433595 | COM CL A |
| VANGUARD INDEX FDS | 70003 | 12416535 | MCAP VL IDXVIP |
| ISHARES TR | 267772 | 12312152 | ESG AWARE MSCI |
| ISHARES INC | 277903 | 12274965 | ESG AWR MSCI EM |
| SPDR INDEX SHS FDS | 183078 | 12020219 | S&P EMKTSC ETF |
| SCHWAB CHARLES CORP | 119535 | 11942695 | COM |
| ADVANCED MICRO DEVICES INC | 55112 | 11802787 | COM |
| CORNING INC | 133676 | 11704675 | COM |
| LAM RESEARCH CORP | 67776 | 11601897 | COM NEW |
| SCHWAB STRATEGIC TR | 383747 | 11362746 | US LCAP VA ETF |
| RBB FUND TRUST | 198399 | 11226099 | LONGVIEW ADVANTG |
| QUANTA SVCS INC | 26484 | 11177838 | COM |
| EXXON MOBIL CORP | 92113 | 11084925 | COM |
| ORACLE CORP | 56553 | 11022694 | COM |
| AT&T INC | 435024 | 10805986 | COM |
| NUSHARES ETF TR | 271862 | 10629823 | NUVEEN ESG MIDVL |
| VANGUARD WHITEHALL FDS | 73970 | 10616176 | HIGH DIV YLD |
| DELL TECHNOLOGIES INC | 83452 | 10504960 | CL C |
| NETFLIX INC | 112013 | 10502321 | COM |
| GILEAD SCIENCES INC | 84484 | 10369524 | COM |
| VANGUARD INDEX FDS | 35940 | 10032303 | MCAP GR IDXVIP |
| ADOBE INC | 28148 | 9851627 | COM |
| CATERPILLAR INC | 16799 | 9623915 | COM |
| ANALOG DEVICES INC | 35469 | 9619085 | COM |
| SPDR INDEX SHS FDS | 216919 | 9530418 | S&P INTL ETF |
| ISHARES TR | 62473 | 9307272 | ESG AWR MSCI USA |
| SCHWAB STRATEGIC TR | 205218 | 9272997 | FUNDAMENTAL INTL |
| TJX COS INC NEW | 59786 | 9183729 | COM |
| AUTOZONE INC | 2669 | 9051914 | COM |
| MICRON TECHNOLOGY INC | 29621 | 8454216 | COM |
| MCKESSON CORP | 10284 | 8435652 | COM |
| WESTERN DIGITAL CORP | 48461 | 8348379 | COM |
| RTX CORPORATION | 45472 | 8339477 | COM |
| ABBVIE INC | 36207 | 8272940 | COM |
| CHEVRON CORP NEW | 53944 | 8221547 | COM |
| FIRST TR EXCHANGE-TRADED FD | 178471 | 8188272 | SENIOR LN FD |
| UNITED AIRLS HLDGS INC | 72785 | 8138820 | COM |
| TEXAS INSTRS INC | 44929 | 7794791 | COM |
| PAYCHEX INC | 68998 | 7740155 | COM |
| HOME DEPOT INC | 22393 | 7705289 | COM |
| NEWMONT CORP | 76217 | 7610252 | COM |
| EATON CORP PLC | 22269 | 7092901 | SHS |
| QUALCOMM INC | 40480 | 6924190 | COM |
| ADVISORS SER TR | 119254 | 6559080 | SCHARF ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 20592 | 6257703 | SPONSORED ADS |
| HEWLETT PACKARD ENTERPRISE C | 258668 | 6213439 | COM |
| APPLIED MATLS INC | 24011 | 6170486 | COM |
| VANECK ETF TRUST | 120324 | 6150955 | HIGH YLD MUNIETF |
| BANK AMERICA CORP | 111344 | 6123912 | COM |
| VANGUARD WORLD FD | 84453 | 6048494 | ESG INTL STK ETF |
| GE AEROSPACE | 19240 | 5926474 | COM NEW |
| LPL FINL HLDGS INC | 16492 | 5890449 | COM |
| SCHWAB STRATEGIC TR | 223489 | 5862126 | US BRD MKT ETF |
| WISDOMTREE TR | 124743 | 5826745 | EMER MKT HIGH FD |
| BLACKROCK INC | 5410 | 5790540 | COM |
| VANGUARD INDEX FDS | 11613 | 5665307 | GROWTH ETF |
| ISHARES TR | 52757 | 5629172 | SHRT NAT MUN ETF |
| T-MOBILE US INC | 27083 | 5499032 | COM |
| MCDONALDS CORP | 17955 | 5487515 | COM |
| ARISTA NETWORKS INC | 41474 | 5434339 | COM SHS |
| ISHARES TR | 49001 | 5248541 | NATIONAL MUN ETF |
| MASTERCARD INCORPORATED | 9058 | 5171293 | CL A |
| AMERICAN EXPRESS CO | 13949 | 5160598 | COM |
| ARCH CAP GROUP LTD | 53350 | 5117333 | ORD |
| BAKER HUGHES COMPANY | 112008 | 5100845 | CL A |
| INTEL CORP | 137497 | 5073651 | COM |
| OREILLY AUTOMOTIVE INC | 55436 | 5056319 | COM |
| COUPANG INC | 211285 | 4984214 | CL A |
| DANAHER CORPORATION | 21201 | 4853393 | COM |
| ISHARES TR | 42541 | 4837764 | SP SMCP600VL ETF |
| SCHWAB STRATEGIC TR | 129699 | 4676935 | FUNDAMENTAL EMER |
| KROGER CO | 73926 | 4618906 | COM |
| WISDOMTREE TR | 56114 | 4545804 | INTL SMCAP DIV |
| ABBOTT LABS | 36127 | 4526294 | COM |
| DIMENSIONAL ETF TRUST | 60242 | 4468150 | US EQUITY MARKET |
| CARDINAL HEALTH INC | 21506 | 4419477 | COM |
| EMCOR GROUP INC | 7205 | 4407948 | COM |
| ISHARES TR | 11694 | 4366841 | RUS 1000 ETF |
| WISDOMTREE TR | 128692 | 4304758 | US SMALLCAP DIVD |
| BRISTOL-MYERS SQUIBB CO | 79540 | 4290390 | COM |
| VANGUARD INDEX FDS | 14196 | 4288859 | SML CP GRW ETF |
| MONOLITHIC PWR SYS INC | 4699 | 4259038 | COM |
| HARTFORD INSURANCE GROUP INC | 30458 | 4197103 | COM |
| PROCTER AND GAMBLE CO | 29177 | 4181402 | COM |
| AMGEN INC | 12245 | 4007924 | COM |
| ENTERGY CORP NEW | 43221 | 3994918 | COM |
| MERCK & CO INC | 37930 | 3992539 | COM |
| STARBUCKS CORP | 46537 | 3918888 | COM |
| PALANTIR TECHNOLOGIES INC | 21985 | 3907834 | CL A |
| SCHWAB STRATEGIC TR | 162611 | 3800222 | US AGGREGATE B |
| WEC ENERGY GROUP INC | 35974 | 3793803 | COM |
| NVR INC | 519 | 3784948 | COM |
| GARMIN LTD | 18578 | 3768464 | SHS |
| ISHARES INC | 51691 | 3756902 | MSCI EMRG CHN |
| VANGUARD BD INDEX FDS | 47385 | 3734388 | SHORT TRM BOND |
| PARKER-HANNIFIN CORP | 4211 | 3701398 | COM |
| MORGAN STANLEY | 20820 | 3696212 | COM NEW |
| COCA COLA CO | 52130 | 3644425 | COM |
| DEERE & CO | 7796 | 3629473 | COM |
| BOEING CO | 16297 | 3538303 | COM |
| ISHARES TR | 39202 | 3507002 | CORE MSCI EAFE |
| INVESCO EXCH TRD SLF IDX FD | 176606 | 3486194 | BULSHS 2027 CB |
| SCHWAB STRATEGIC TR | 166486 | 3477900 | US REIT ETF |
| SCHWAB STRATEGIC TR | 105376 | 3437355 | US LCAP GR ETF |
| INVESCO EXCH TRD SLF IDX FD | 181561 | 3419697 | BULETSHS 2029 |
| INVESCO EXCH TRD SLF IDX FD | 174459 | 3415045 | BULSHS 2026 CB |
| INVESCO EXCH TRD SLF IDX FD | 165722 | 3413882 | INVSCO BLSH 28 |
| INVESCO EXCH TRD SLF IDX FD | 202381 | 3378750 | BULETSHS 2031 CP |
| DUKE ENERGY CORP NEW | 28576 | 3349372 | COM NEW |
| INVESCO EXCH TRD SLF IDX FD | 197517 | 3341984 | INVSCO 30 CORP |
| CRH PLC | 26681 | 3329790 | ORD |
| STATE STR CORP | 25555 | 3296852 | COM |
| VANGUARD WORLD FD | 4318 | 3254968 | INF TECH ETF |
| CME GROUP INC | 11776 | 3215791 | COM |
| SCHWAB STRATEGIC TR | 116521 | 3170546 | FUNDAMENTAL US L |
| INVESCO EXCH TRD SLF IDX FD | 148395 | 3097746 | BULLETSHS 2032 |
| BERKSHIRE HATHAWAY INC DEL | 4 | 3019200 | CL A |
| GOLDMAN SACHS GROUP INC | 3430 | 3015178 | COM |
| ISHARES TR | 16599 | 3007905 | RUS 2000 VAL ETF |
| AMERICAN INTL GROUP INC | 34934 | 2988605 | COM NEW |
| ISHARES TR | 13946 | 2933470 | RUS 1000 VAL ETF |
| ISHARES TR | 23768 | 2929644 | S&P 500 GRWT ETF |
| FIRST TR EXCHANGE-TRADED FD | 36238 | 2885125 | COM SHS ANNUAL |
| PEPSICO INC | 19874 | 2852283 | COM |
| PALO ALTO NETWORKS INC | 15476 | 2850680 | COM |
| CITIGROUP INC | 24428 | 2850556 | COM NEW |
| FISERV INC | 42242 | 2837396 | COM |
| VANGUARD INTL EQUITY INDEX F | 20064 | 2830244 | TT WRLD ST ETF |
| WELLS FARGO CO NEW | 30293 | 2823342 | COM |
| SOUTHERN COPPER CORP | 19675 | 2822774 | COM |
| GE VERNOVA INC | 4314 | 2819798 | COM |
| DELTA AIR LINES INC DEL | 40465 | 2808284 | COM NEW |
| THERMO FISHER SCIENTIFIC INC | 4819 | 2792387 | COM |
| VANGUARD SPECIALIZED FUNDS | 12513 | 2749970 | DIV APP ETF |
| S&P GLOBAL INC | 5262 | 2749931 | COM |
| ISHARES GOLD TR | 32814 | 2663513 | ISHARES NEW |
| VANGUARD INDEX FDS | 9146 | 2654461 | MID CAP ETF |
| UNION PAC CORP | 11434 | 2644839 | COM |
| BERKLEY W R CORP | 37368 | 2620245 | COM |
| UBER TECHNOLOGIES INC | 31745 | 2593885 | COM |
| ACCENTURE PLC IRELAND | 9577 | 2569492 | SHS CLASS A |
| CANADIAN PACIFIC KANSAS CITY | 34651 | 2551354 | COM |
| LOWES COS INC | 10189 | 2457103 | COM |
| NASDAQ INC | 25284 | 2455836 | COM |
| ANGLOGOLD ASHANTI PLC | 28211 | 2405835 | COM SHS |
| ISHARES TR | 9753 | 2400904 | RUSSELL 2000 ETF |
| SELECT SECTOR SPDR TR | 16650 | 2397088 | STATE STREET TEC |
| UNITEDHEALTH GROUP INC | 7183 | 2371114 | COM |
| VERIZON COMMUNICATIONS INC | 57896 | 2358109 | COM |
| ISHARES TR | 59721 | 2355985 | INTL SEL DIV ETF |
| HONEYWELL INTL INC | 12068 | 2354352 | COM |
| BOOKING HOLDINGS INC | 435 | 2329615 | COM |
| FORTINET INC | 29291 | 2325999 | COM |
| GENERAL DYNAMICS CORP | 6855 | 2307805 | COM |
| ISHARES TR | 23957 | 2300633 | MSCI EAFE ETF |
| LOAR HOLDINGS INC | 33703 | 2291804 | COM SHS |
| SANMINA CORPORATION | 15031 | 2255703 | COM |
| ISHARES TR | 39244 | 2254961 | CALIF MUN BD ETF |
| BOSTON SCIENTIFIC CORP | 23460 | 2236912 | COM |
| BANK OF NT BUTTERFIELD&SON L | 44757 | 2229794 | SHS NEW |
| SALESFORCE INC | 8246 | 2184467 | COM |
| ISHARES TR | 85521 | 2158551 | ESG AWRE 1 5 YR |
| SCHWAB STRATEGIC TR | 77726 | 2132024 | US DIVIDEND EQ |
| ALLSTATE CORP | 10131 | 2108686 | COM |
| NETSCOUT SYS INC | 77517 | 2097611 | COM |
| WILLIAMS COS INC | 34806 | 2092190 | COM |
| INVESCO EXCHANGE TRADED FD T | 90434 | 2064582 | S&P500 BUY WRT |
| AFLAC INC | 18305 | 2018493 | COM |
| CARNIVAL CORP | 64384 | 1966289 | UNIT 99/99/9999 |
| ISHARES TR | 29710 | 1960854 | CORE S&P MCP ETF |
| EDWARDS LIFESCIENCES CORP | 22586 | 1925452 | COM |
| REV GROUP INC | 31546 | 1918314 | COM |
| PIMCO ETF TR | 19961 | 1892703 | 0-5 HIGH YIELD |
| ISHARES TR | 13154 | 1861096 | MSCI ACWI ETF |
| INHIBRX BIOSCIENCES INC | 22883 | 1807757 | COM |
| WISDOMTREE TR | 30964 | 1772374 | EMG MKTS SMCAP |
| PROFESIONALLY MANAGED PORTFO | 27014 | 1769688 | AKRE FOCUS ETF |
| COLGATE PALMOLIVE CO | 21878 | 1728800 | COM |
| CONOCOPHILLIPS | 18298 | 1712839 | COM |
| KLA CORP | 1409 | 1712049 | COM NEW |
| AGILENT TECHNOLOGIES INC | 12463 | 1695878 | COM |
| US BANCORP DEL | 31753 | 1694331 | COM NEW |
| KEYSIGHT TECHNOLOGIES INC | 8335 | 1693590 | COM |
| FOX CORP | 23101 | 1687991 | CL A COM |
| WHITESTONE REIT | 121130 | 1682492 | COM |
| DISNEY WALT CO | 14766 | 1679953 | COM |
| SPDR GOLD TR | 4233 | 1677581 | GOLD SHS |
| INVESCO EXCHANGE TRADED FD T | 8702 | 1666981 | S&P500 EQL WGT |
| ISHARES TR | 3502 | 1657497 | RUS 1000 GRW ETF |
| NEXTERA ENERGY INC | 20495 | 1645318 | COM |
| LAUREATE EDUCATION INC | 48259 | 1624881 | COMMON STOCK |
| HP INC | 70704 | 1575281 | COM |
| SHERWIN WILLIAMS CO | 4842 | 1568955 | COM |
| ISHARES TR | 20229 | 1568339 | EAFE SML CP ETF |
| INTUITIVE SURGICAL INC | 2751 | 1558058 | COM NEW |
| CHENIERE ENERGY INC | 7994 | 1553998 | COM NEW |
| EOG RES INC | 14668 | 1540288 | COM |
| INTUIT | 2299 | 1522885 | COM |
| TRAVELERS COMPANIES INC | 5231 | 1517353 | COM |
| SERVICENOW INC | 9744 | 1492684 | COM |
| VANGUARD WHITEHALL FDS | 16560 | 1490400 | INTL HIGH ETF |
| PACCAR INC | 13066 | 1430813 | COM |
| OLD REP INTL CORP | 31323 | 1429573 | COM |
| LISTED FDS TR | 48263 | 1428947 | WAHED DOW JONES |
| LINDE PLC | 3309 | 1410969 | SHS |
| NORTHROP GRUMMAN CORP | 2450 | 1397102 | COM |
| ISHARES TR | 11672 | 1393032 | 3 7 YR TREAS BD |
| SUPER MICRO COMPUTER INC | 47527 | 1391117 | COM NEW |
| AXIS CAP HLDGS LTD | 12884 | 1379748 | SHS |
| AMERICAN ELEC PWR CO INC | 11947 | 1377634 | COM |
| ISHARES TR | 13674 | 1372597 | 0-3 MNTH TREASRY |
| ASML HOLDING N V | 1273 | 1361932 | N Y REGISTRY SHS |
| AMERICAN TOWER CORP NEW | 7753 | 1361195 | COM |
| CATALYST PHARMACEUTICALS INC | 57550 | 1343217 | COM |
| JABIL INC | 5827 | 1328673 | COM |
| MOTOROLA SOLUTIONS INC | 3445 | 1320619 | COM NEW |
| SNAP ON INC | 3823 | 1317407 | COM |
| INVESCO EXCH TRADED FD TR II | 18328 | 1308963 | S&P500 LOW VOL |
| CAPITAL ONE FINL CORP | 5385 | 1305107 | COM |
| CORVUS PHARMACEUTICALS INC | 167400 | 1288980 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 15430 | 1280690 | CL A |
| PULTE GROUP INC | 10781 | 1264181 | COM |
| SHOPIFY INC | 7769 | 1250576 | CL A SUB VTG SHS |
| BOX INC | 41765 | 1249192 | CL A |
| MARSH & MCLENNAN COS INC | 6682 | 1239646 | COM |
| NIKE INC | 19339 | 1232111 | CL B |
| ISHARES TR | 7222 | 1212863 | CORE S&P US GWT |
| ISHARES TR | 4016 | 1209548 | ISHARES SEMICDTR |
| ISHARES TR | 12539 | 1207216 | JPMORGAN USD EMG |
| ISHARES INC | 17806 | 1201549 | EM MKT SM-CP ETF |
| ROCKWELL AUTOMATION INC | 3035 | 1180845 | COM |
| WISDOMTREE TR | 11585 | 1179585 | US HIGH DIVIDEND |
| J P MORGAN EXCHANGE TRADED F | 17133 | 1167614 | US MOMENTUM |
| ECOLAB INC | 4443 | 1166370 | COM |
| WHEATON PRECIOUS METALS CORP | 9874 | 1160393 | COM |
| FIRST TR EXCH TRADED FD III | 59701 | 1157602 | INSTL PFD SECS |
| NOVARTIS AG | 8376 | 1154800 | SPONSORED ADR |
| SCHWAB STRATEGIC TR | 36428 | 1147848 | FUNDAMENTAL US S |
| ISHARES TR | 13794 | 1142457 | 1 3 YR TREAS BD |
| ISHARES TR | 8725 | 1126982 | EXPND TEC SC ETF |
| SOUTHERN CO | 12851 | 1120590 | COM |
| NEXTPOWER INC | 12859 | 1120148 | CLASS A COM |
| CENCORA INC | 3242 | 1094986 | COM |
| VANGUARD INTL EQUITY INDEX F | 14854 | 1092673 | ALLWRLD EX US |
| AVISTA CORP | 28188 | 1086366 | COM |
| ISHARES TR | 10827 | 1081449 | CORE US AGGBD ET |
| TWILIO INC | 7524 | 1070215 | CL A |
| GENPACT LIMITED | 22803 | 1066726 | SHS |
| BLACKSTONE INC | 6912 | 1065415 | COM |
| ISHARES TR | 45205 | 1057097 | ESG AWRE USD ETF |
| BUCKLE INC | 19674 | 1050986 | COM |
| CROWDSTRIKE HLDGS INC | 2236 | 1048149 | CL A |
| PROGRESSIVE CORP | 4593 | 1045919 | COM |
| PROLOGIS INC. | 8169 | 1042851 | COM |
| VERALTO CORP | 10411 | 1038810 | COM SHS |
| VANGUARD BD INDEX FDS | 14012 | 1037848 | TOTAL BND MRKT |
| SNAP INC | 128129 | 1034002 | CL A |
| ACM RESH INC | 26124 | 1030592 | COM CL A |
| EXPEDIA GROUP INC | 3427 | 970905 | COM NEW |
| SAMSARA INC | 27160 | 962822 | COM CL A |
| WORLD ACCEP CORPORATION | 6847 | 961251 | COM |
| PTC THERAPEUTICS INC | 12634 | 959679 | COM |
| SONY GROUP CORP | 37131 | 950554 | SPONSORED ADR |
| NUSHARES ETF TR | 26154 | 947037 | NUVEEN ESG INTL |
| ISHARES TR | 24425 | 929376 | MSCI INTL VLU FT |
| AMERIPRISE FINL INC | 1894 | 928896 | COM |
| CONSOLIDATED EDISON INC | 9246 | 918307 | COM |
| HAMILTON INSURANCE GROUP LTD | 32521 | 907336 | CL B |
| ONEOK INC NEW | 12331 | 906302 | COM |
| WASTE MGMT INC DEL | 4104 | 901758 | COM |
| TELEDYNE TECHNOLOGIES INC | 1763 | 900417 | COM |
| NUSHARES ETF TR | 9162 | 896088 | NUVEEN ESG LRGCP |
| ALIBABA GROUP HLDG LTD | 6085 | 891959 | SPONSORED ADS |
| WELLTOWER INC | 4795 | 890001 | COM |
| AMPHENOL CORP NEW | 6549 | 885033 | CL A |
| ASTRAZENECA PLC | 9539 | 876880 | SPONSORED ADR |
| BROADRIDGE FINL SOLUTIONS IN | 3881 | 866124 | COM |
| WASTE CONNECTIONS INC | 4915 | 861895 | COM |
| ISHARES TR | 8913 | 858055 | RUS MID CAP ETF |
| UNITED PARCEL SERVICE INC | 8615 | 854554 | CL B |
| RALPH LAUREN CORP | 2394 | 846544 | CL A |
| PFIZER INC | 33869 | 843345 | COM |
| ZOETIS INC | 6689 | 841551 | CL A |
| CARRIER GLOBAL CORPORATION | 15922 | 841319 | COM |
| ISHARES TR | 3959 | 839586 | S&P 500 VAL ETF |
| SAP SE | 3445 | 836825 | SPON ADR |
| ISHARES BITCOIN TRUST ETF | 16808 | 834518 | SHS BEN INT |
| PERDOCEO ED CORP | 28448 | 834380 | COM |
| SEI INVTS CO | 10124 | 830369 | COM |
| VERTEX PHARMACEUTICALS INC | 1831 | 830103 | COM |
| WILLIAMS SONOMA INC | 4614 | 824015 | COM |
| XYLEM INC | 6015 | 819113 | COM |
| UNIVERSAL INS HLDGS INC | 23780 | 803764 | COM |
| CURTISS WRIGHT CORP | 1450 | 799342 | COM |
| SHELL PLC | 10804 | 793866 | SPON ADS |
| COMCAST CORP NEW | 26525 | 792845 | CL A |
| HOWMET AEROSPACE INC | 3862 | 791800 | COM |
| AMEREN CORP | 7845 | 783403 | COM |
| ULTA BEAUTY INC | 1293 | 782279 | COM |
| UNUM GROUP | 10092 | 782131 | COM |
| INVESCO EXCH TRD SLF IDX FD | 29786 | 777559 | BULLETSHS 2030 |
| INVESCO EXCH TRD SLF IDX FD | 33242 | 775873 | INVSCO BLSH 26 |
| ILLINOIS TOOL WKS INC | 3142 | 773991 | COM |
| JAZZ PHARMACEUTICALS PLC | 4532 | 770440 | SHS USD |
| INVESCO EXCHANGE TRADED FD T | 16274 | 763588 | RAFI US 1000 ETF |
| INVESCO EXCH TRD SLF IDX FD | 34670 | 762743 | INVSCO 28 HYCORP |
| MARRIOTT INTL INC NEW | 2442 | 757713 | CL A |
| INVESCO EXCH TRD SLF IDX FD | 35155 | 756187 | BULETSHS 2029 HG |
| INVESCO EXCH TRD SLF IDX FD | 33391 | 755125 | BULETSHS 2027 |
| SSR MINING IN | 34431 | 754904 | COM |
| BHP GROUP LTD | 12490 | 754004 | SPONSORED ADS |
| SPDR DOW JONES INDL AVERAGE | 1567 | 752852 | UT SER 1 |
| FREEPORT-MCMORAN INC | 14768 | 750080 | CL B |
| PHOTRONICS INC | 23408 | 749056 | COM |
| VANECK ETF TRUST | 15874 | 748618 | INTRMDT MUNI ETF |
| INVESCO EXCH TRD SLF IDX FD | 27985 | 747200 | INVESCO BULLETSH |
| ROPER TECHNOLOGIES INC | 1667 | 742033 | COM |
| UBS GROUP AG | 15884 | 735589 | SHS |
| GENERAL MLS INC | 15760 | 732841 | COM |
| RESMED INC | 3042 | 732803 | COM |
| MARKEL GROUP INC | 340 | 730881 | COM |
| TAKEDA PHARMACEUTICAL CO LTD | 46862 | 730580 | SPONSORED ADS |
| TE CONNECTIVITY PLC | 3198 | 727578 | ORD SHS |
| SPDR INDEX SHS FDS | 16323 | 724914 | PORTFOLIO DEVLPD |
| METLIFE INC | 9164 | 723407 | COM |
| CVS HEALTH CORP | 9051 | 718288 | COM |
| CREDO TECHNOLOGY GROUP HOLDI | 4987 | 717580 | ORDINARY SHARES |
| M & T BK CORP | 3547 | 714651 | COM |
| BANCO SANTANDER SA | 60797 | 713150 | ADR |
| SUN LIFE FINANCIAL INC. | 11401 | 711402 | COM |
| INTERNATIONAL SEAWAYS INC | 14613 | 709462 | COM |
| TEEKAY TANKERS LTD | 13264 | 708137 | CL A |
| LOCKHEED MARTIN CORP | 1455 | 703603 | COM |
| RAMBUS INC DEL | 7625 | 700662 | COM |
| ISHARES TR | 4691 | 697552 | CORE S&P TTL STK |
| ALKERMES PLC | 24814 | 694296 | SHS |
| TRANE TECHNOLOGIES PLC | 1784 | 694281 | SHS |
| TIDAL TRUST I | 15995 | 691627 | GOD BLESS AMER |
| ISHARES TR | 9155 | 688090 | ESG EAFE ETF |
| NUCOR CORP | 4187 | 682942 | COM |
| MARATHON PETE CORP | 4189 | 681309 | COM |
| PHIBRO ANIMAL HEALTH CORP | 17842 | 666578 | CL A COM |
| SYNCHRONY FINANCIAL | 7949 | 663172 | COM |
| AXON ENTERPRISE INC | 1164 | 661155 | COM |
| PINTEREST INC | 25521 | 660740 | CL A |
| GARRETT MOTION INC | 37900 | 660597 | COM |
| POWELL INDS INC | 2070 | 659875 | COM |
| ISHARES TR | 5985 | 657787 | TIPS BD ETF |
| ASE TECHNOLOGY HLDG CO LTD | 40754 | 656140 | SPONSORED ADS |
| MEDTRONIC PLC | 6830 | 656101 | SHS |
| ENERGY TRANSFER L P | 39686 | 654428 | COM UT LTD PTN |
| MICROCHIP TECHNOLOGY INC. | 10262 | 653914 | COM |
| FIDELITY COVINGTON TRUST | 2891 | 649417 | MSCI INFO TECH I |
| DUPONT DE NEMOURS INC | 16024 | 644159 | COM |
| ELEVANCE HEALTH INC FORMERLY | 1813 | 635667 | COM |
| QUEST DIAGNOSTICS INC | 3659 | 634947 | COM |
| WABTEC | 2969 | 633793 | COM |
| VANGUARD INDEX FDS | 3028 | 633216 | EXTEND MKT ETF |
| KINDER MORGAN INC DEL | 23009 | 632512 | COM |
| FIRST BANCORP P R | 30489 | 632037 | COM NEW |
| ETHAN ALLEN INTERIORS INC | 27499 | 628078 | COM |
| MONSTER BEVERAGE CORP NEW | 8188 | 627807 | COM |
| EVERSOURCE ENERGY | 9242 | 622265 | COM |
| PREFERRED BK LOS ANGELES CA | 6582 | 621539 | COM NEW |
| CROWN HLDGS INC | 5998 | 617615 | COM |
| YUM BRANDS INC | 4079 | 617013 | COM |
| BANCO BILBAO VIZCAYA ARGENTA | 26415 | 615735 | SPONSORED ADR |
| CAMECO CORP | 6721 | 614905 | COM |
| MGIC INVT CORP WIS | 21043 | 614877 | COM |
| ALASKA AIR GROUP INC | 12219 | 614617 | COM |
| 3M CO | 3831 | 613359 | COM |
| ISHARES TR | 3679 | 610013 | DOW JONES US ETF |
| SCHWAB STRATEGIC TR | 22727 | 602029 | US TIPS ETF |
| AMDOCS LTD | 7384 | 594487 | SHS |
| MANULIFE FINL CORP | 16381 | 594303 | COM |
| FASTENAL CO | 14744 | 591678 | COM |
| ISHARES TR | 5767 | 591349 | CORE S&P US VLU |
| AMETEK INC | 2869 | 589036 | COM |
| DHT HOLDINGS INC | 48240 | 589011 | SHS NEW |
| FLEX LTD | 9623 | 581422 | ORD |
| VANGUARD WORLD FD | 2975 | 575959 | COMM SRVC ETF |
| ISHARES TR | 10517 | 575362 | MSCI EMG MKT ETF |
| CSX CORP | 15797 | 572642 | COM |
| BROOKFIELD CORP | 12446 | 571147 | CL A LTD VT SH |
| CEMEX SAB DE CV | 49285 | 566285 | SPON ADR NEW |
| HBT FINL INC. | 21876 | 565495 | COM |
| ALLISON TRANSMISSION HLDGS I | 5772 | 565080 | COM |
| EXTRA SPACE STORAGE INC | 4298 | 559686 | COM |
| PNC FINL SVCS GROUP INC | 2680 | 559397 | COM |
| SCHWAB STRATEGIC TR | 22302 | 559329 | INT-TRM U.S TRES |
| RIO TINTO PLC | 6969 | 557730 | SPONSORED ADR |
| AMERICAN WTR WKS CO INC NEW | 4263 | 556336 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 922 | 556225 | UTSER1 S&PDCRP |
| VANGUARD SCOTTSDALE FDS | 4527 | 551176 | VNG RUS1000GRW |
| PROSHARES TR | 10452 | 551030 | ULTRAPRO QQQ |
| HALEON PLC | 54429 | 550276 | SPON ADS |
| WOODWARD INC | 1817 | 549362 | COM |
| INTERACTIVE BROKERS GROUP IN | 8453 | 543613 | COM CL A |
| SLB LIMITED | 14160 | 543475 | COM STK |
| METROCITY BANKSHARES INC | 20414 | 541788 | COM |
| ICICI BANK LIMITED | 18102 | 539440 | ADR |
| AUTODESK INC | 1816 | 537556 | COM |
| ATMOS ENERGY CORP | 3203 | 536920 | COM |
| ISHARES TR | 10108 | 534536 | ISHS 1-5YR INVS |
| ZOOM COMMUNICATIONS INC | 6156 | 531203 | CL A |
| STRYKER CORPORATION | 1509 | 530349 | COM |
| BLOOM ENERGY CORP | 6069 | 527336 | COM CL A |
| EMERSON ELEC CO | 3967 | 526439 | COM |
| PHILLIPS 66 | 4075 | 525872 | COM |
| ISHARES TR | 1352 | 523022 | RUSSELL 3000 ETF |
| GULFPORT ENERGY CORP | 2514 | 522887 | COMMON SHARES |
| PAYPAL HLDGS INC | 8936 | 521698 | COM |
| RYANAIR HOLDINGS PLC | 7213 | 520707 | SPONSORED ADR |
| SCHWAB STRATEGIC TR | 17290 | 519926 | US MID-CAP ETF |
| TRIP COM GROUP LTD | 7227 | 519694 | ADS |
| THE CIGNA GROUP | 1888 | 519635 | COM |
| TERADYNE INC | 2681 | 518936 | COM |
| LABCORP HOLDINGS INC | 2067 | 518570 | COM SHS |
| TFI INTL INC | 5016 | 518404 | COM |
| OTIS WORLDWIDE CORP | 5933 | 518244 | COM |
| IDT CORP | 10117 | 518105 | CL B NEW |
| INFOSYS LTD | 28948 | 515854 | SPONSORED ADR |
| FIRST TR EXCHANGE TRADED FD | 7215 | 515512 | NASDAQ CYB ETF |
| ISHARES TR | 9631 | 515355 | NEW YORK MUN ETF |
| EBAY INC. | 5890 | 513012 | COM |
| PRUDENTIAL FINL INC | 4545 | 512992 | COM |
| NORTHWEST NAT HLDG CO | 10930 | 510878 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.