Sound View Wealth Advisors Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, Sound View Wealth Advisors Group, LLC held in its portfolio 412 assets valued at $1,490,744,932 (i.e. $1.49B).
The most valuable assets in the portfolio included: APPLE INC ($76.05M), ISHARES TR ($48.78M), and ISHARES TR ($48.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 412 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Sound View Wealth Advisors Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 279740 | 76050053 | COM |
| ISHARES TR | 2013302 | 48782303 | IBONDS DEC2026 |
| ISHARES TR | 1982691 | 48139742 | IBONDS 27 ETF |
| MICROSOFT CORP | 92746 | 44853638 | COM |
| NVIDIA CORPORATION | 228261 | 42570586 | COM |
| ISHARES TR | 1613448 | 37762756 | IBONDS DEC 29 |
| ISHARES TR | 1446008 | 36808139 | IBDS DEC28 ETF |
| ISHARES TR | 1517049 | 33634218 | IBONDS DEC 2030 |
| FIRST TR EXCHNG TRADED FD VI | 894718 | 30653024 | FT VEST LADDERED |
| SCHWAB STRATEGIC TR | 958031 | 25780604 | US LRG CAP ETF |
| VANGUARD INDEX FDS | 75905 | 25448836 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 38939 | 24419985 | S&P 500 ETF SHS |
| ELI LILLY & CO | 22689 | 24383543 | COM |
| ISHARES TR | 1119214 | 23671372 | IBONDS DEC 2031 |
| ISHARES TR | 856087 | 21855891 | IBONDS DEC 2032 |
| JPMORGAN CHASE & CO. | 65249 | 21024502 | COM |
| AMAZON COM INC | 88689 | 20471109 | COM |
| VANGUARD SPECIALIZED FUNDS | 87863 | 19310425 | DIV APP ETF |
| BROADCOM INC | 55484 | 19202932 | COM |
| VANGUARD WORLD FD | 25436 | 19172988 | INF TECH ETF |
| ALPHABET INC | 59354 | 18625227 | CAP STK CL C |
| INVESCO QQQ TR | 28380 | 17434018 | UNIT SER 1 |
| TESLA INC | 35165 | 15814481 | COM |
| ALPHABET INC | 49503 | 15494574 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 549366 | 15069115 | US DIVIDEND EQ |
| INVESCO EXCHANGE TRADED FD T | 197155 | 14796450 | S&P500 QUALITY |
| JOHNSON & JOHNSON | 68935 | 14266025 | COM |
| BRISTOL-MYERS SQUIBB CO | 260569 | 14055107 | COM |
| SPDR S&P 500 ETF TR | 20232 | 13796578 | TR UNIT |
| SELECT SECTOR SPDR TR | 89591 | 12898478 | STATE STREET TEC |
| ABBVIE INC | 52789 | 12061870 | COM |
| HOME DEPOT INC | 35013 | 12047920 | COM |
| SPDR DOW JONES INDL AVERAGE | 24978 | 12003490 | UT SER 1 |
| PROCTER AND GAMBLE CO | 80280 | 11504992 | COM |
| ISHARES TR | 494443 | 11310385 | IBONDS 26 TRM TS |
| WALMART INC | 99481 | 11083128 | COM |
| ISHARES TR | 146511 | 10170790 | CORE DIV GRWTH |
| ISHARES TR | 21228 | 10047359 | RUS 1000 GRW ETF |
| AMGEN INC | 29215 | 9562503 | COM |
| BERKSHIRE HATHAWAY INC DEL | 18877 | 9488604 | CL B NEW |
| GLOBAL X FDS | 114379 | 9405008 | S&P 500 CATHOLIC |
| INTERNATIONAL BUSINESS MACHS | 31266 | 9261427 | COM |
| VANGUARD WHITEHALL FDS | 61520 | 8829380 | HIGH DIV YLD |
| META PLATFORMS INC | 12567 | 8295663 | CL A |
| RTX CORPORATION | 44614 | 8182189 | COM |
| EXXON MOBIL CORP | 67917 | 8173115 | COM |
| COCA COLA CO | 112096 | 7836666 | COM |
| SOUTHERN CO | 89786 | 7829381 | COM |
| ENTERPRISE PRODS PARTNERS L | 243112 | 7794172 | COM |
| VISA INC | 21600 | 7575252 | COM CL A |
| SCHWAB STRATEGIC TR | 303429 | 7294440 | INTL EQTY ETF |
| MCDONALDS CORP | 22458 | 6863793 | COM |
| MERCK & CO INC | 64281 | 6766220 | COM |
| SELECT SECTOR SPDR TR | 155657 | 6644977 | STATE STREET UTI |
| AFLAC INC | 59881 | 6603125 | COM |
| CAPITAL GROUP INTERNATIONAL | 201960 | 6563686 | SHS |
| SPDR GOLD TR | 16438 | 6514544 | GOLD SHS |
| PHILIP MORRIS INTL INC | 40231 | 6453124 | COM |
| VANGUARD BD INDEX FDS | 85440 | 6328513 | TOTAL BND MRKT |
| PEPSICO INC | 41978 | 6024749 | COM |
| CATERPILLAR INC | 10023 | 5741801 | COM |
| SELECT SECTOR SPDR TR | 72912 | 5741465 | STATE STREET CON |
| ISHARES TR | 14901 | 5564518 | RUS 1000 ETF |
| ISHARES TR | 57634 | 5548424 | RUS MID CAP ETF |
| ISHARES TR | 215536 | 5525698 | IBONDS DEC 26 |
| VANGUARD INDEX FDS | 27550 | 5261775 | VALUE ETF |
| FIFTH THIRD BANCORP | 112334 | 5258361 | COM |
| EMERSON ELEC CO | 39608 | 5256774 | COM |
| CHEVRON CORP NEW | 33866 | 5161519 | COM |
| SELECT SECTOR SPDR TR | 32587 | 5044501 | STATE STREET HEA |
| COSTCO WHSL CORP NEW | 5764 | 4970264 | COM |
| AMERICAN EXPRESS CO | 13150 | 4864671 | COM |
| ISHARES TR | 183054 | 4647747 | IBONDS DEC 27 |
| ORACLE CORP | 23829 | 4644607 | COM |
| ZILLOW GROUP INC | 66685 | 4549251 | CL C CAP STK |
| ISHARES TR | 44439 | 4438558 | CORE US AGGBD ET |
| GENERAL DYNAMICS CORP | 13159 | 4430254 | COM |
| VANGUARD INDEX FDS | 9022 | 4401562 | GROWTH ETF |
| ISHARES TR | 48844 | 4369589 | CORE MSCI EAFE |
| ASTRAZENECA PLC | 47106 | 4330420 | SPONSORED ADR |
| ALTRIA GROUP INC | 68822 | 3968304 | COM |
| VANGUARD WORLD FD | 13610 | 3917712 | HEALTH CAR ETF |
| BANK AMERICA CORP | 70275 | 3865102 | COM |
| QUALCOMM INC | 22494 | 3847589 | COM |
| PROGRESSIVE CORP | 16879 | 3843786 | COM |
| NEXTERA ENERGY INC | 46520 | 3734635 | COM |
| ISHARES TR | 145978 | 3733387 | IBONDS DEC 28 |
| TJX COS INC NEW | 23945 | 3678130 | COM |
| CISCO SYS INC | 47591 | 3665918 | COM |
| GILEAD SCIENCES INC | 29632 | 3637057 | COM |
| CONSOLIDATED EDISON INC | 36540 | 3629185 | COM |
| ISHARES TR | 14585 | 3590216 | RUSSELL 2000 ETF |
| TEXAS INSTRS INC | 20409 | 3540681 | COM |
| ISHARES SILVER TR | 54405 | 3504770 | ISHARES |
| KINDER MORGAN INC DEL | 126044 | 3464953 | COM |
| STRYKER CORPORATION | 9803 | 3445391 | COM |
| LAM RESEARCH CORP | 19822 | 3393148 | COM NEW |
| SEAGATE TECHNOLOGY HLDNGS PL | 12119 | 3337342 | ORD SHS |
| MEDTRONIC PLC | 34566 | 3320396 | SHS |
| ISHARES TR | 4847 | 3319723 | CORE S&P500 ETF |
| VANGUARD WHITEHALL FDS | 36121 | 3303309 | INTL DVD ETF |
| BERKLEY W R CORP | 46777 | 3280017 | COM |
| WELLS FARGO CO NEW | 33847 | 3154546 | COM |
| LOWES COS INC | 12642 | 3048864 | COM |
| WELLTOWER INC | 16190 | 3004976 | COM |
| ABBOTT LABS | 23829 | 2985556 | COM |
| WILLIAMS COS INC | 49271 | 2961666 | COM |
| THERMO FISHER SCIENTIFIC INC | 5007 | 2901155 | COM |
| WASTE CONNECTIONS INC | 15930 | 2793549 | COM |
| DIGITAL RLTY TR INC | 17551 | 2715252 | COM |
| ZILLOW GROUP INC | 39293 | 2680961 | CL A |
| HCA HEALTHCARE INC | 5620 | 2623850 | COM |
| AMERICAN ELEC PWR CO INC | 22718 | 2619567 | COM |
| DUKE ENERGY CORP NEW | 21828 | 2558452 | COM NEW |
| MICRON TECHNOLOGY INC | 8919 | 2545599 | COM |
| XCEL ENERGY INC | 34360 | 2537837 | COM |
| VANGUARD INDEX FDS | 8682 | 2519629 | MID CAP ETF |
| KIMBERLY-CLARK CORP | 24710 | 2493029 | COM |
| AUTOMATIC DATA PROCESSING IN | 9669 | 2487160 | COM |
| ISHARES TR | 45612 | 2411963 | ISHS 1-5YR INVS |
| ISHARES GOLD TR | 28358 | 2301819 | ISHARES NEW |
| ILLINOIS TOOL WKS INC | 9017 | 2220887 | COM |
| VANGUARD INDEX FDS | 12377 | 2195222 | MCAP VL IDXVIP |
| DNP SELECT INCOME FD INC | 216111 | 2158946 | COM |
| VANGUARD ADMIRAL FDS INC | 4825 | 2145178 | 500 GRTH IDX F |
| PROSHARES TR | 20399 | 2122924 | S&P 500 DV ARIST |
| ISHARES TR | 42353 | 2064725 | CORE 1 5 YR USD |
| PALO ALTO NETWORKS INC | 10428 | 1920838 | COM |
| ISHARES TR | 74015 | 1882201 | IBONDS DEC 2029 |
| REGENERON PHARMACEUTICALS | 2431 | 1876201 | COM |
| VERIZON COMMUNICATIONS INC | 45853 | 1867611 | COM |
| INTERACTIVE BROKERS GROUP IN | 28881 | 1857307 | COM CL A |
| INNOVATOR ETFS TRUST | 42145 | 1845159 | US EQTY PWR BUF |
| DEERE & CO | 3963 | 1845054 | COM |
| ISHARES TR | 58295 | 1804822 | PFD AND INCM SEC |
| VERTEX PHARMACEUTICALS INC | 3870 | 1754403 | COM |
| WASTE MGMT INC DEL | 7978 | 1752843 | COM |
| WORKDAY INC | 8114 | 1742725 | CL A |
| PROFESIONALLY MANAGED PORTFO | 26565 | 1740273 | AKRE FOCUS ETF |
| BYRNA TECHNOLOGIES INC | 102610 | 1722822 | COM NEW |
| ISHARES TR | 13854 | 1707684 | S&P 500 GRWT ETF |
| LOCKHEED MARTIN CORP | 3525 | 1704851 | COM |
| ADVANCED MICRO DEVICES INC | 7925 | 1697218 | COM |
| ISHARES TR | 7993 | 1681189 | RUS 1000 VAL ETF |
| GENERAL MLS INC | 35870 | 1667940 | COM |
| VERTIV HOLDINGS CO | 10116 | 1638905 | COM CL A |
| UNITEDHEALTH GROUP INC | 4842 | 1598543 | COM |
| SALESFORCE INC | 5976 | 1582982 | COM |
| NETFLIX INC | 16838 | 1578751 | COM |
| MONDELEZ INTL INC | 28898 | 1555593 | CL A |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| JAZZ PHARMACEUTICALS PLC | 8796 | 1495320 | SHS USD |
| INTUITIVE SURGICAL INC | 2623 | 1485574 | COM NEW |
| INNOVATOR ETFS TRUST | 29700 | 1480824 | LADERD ALCTN PWR |
| BLACKROCK INC | 1354 | 1449718 | COM |
| PFIZER INC | 57441 | 1430279 | COM |
| ISHARES TR | 10065 | 1420522 | SELECT DIVID ETF |
| PACER FDS TR | 23458 | 1411497 | US CASH COWS 100 |
| NORFOLK SOUTHN CORP | 4865 | 1404704 | COM |
| GOLDMAN SACHS GROUP INC | 1574 | 1383546 | COM |
| HONEYWELL INTL INC | 7049 | 1375211 | COM |
| VANGUARD WORLD FD | 3487 | 1373670 | CONSUM DIS ETF |
| SHOPIFY INC | 8417 | 1354884 | CL A SUB VTG SHS |
| MARVELL TECHNOLOGY INC | 15883 | 1349737 | COM |
| RBB FD INC | 18479 | 1326255 | MOTLEY FOL ETF |
| DISNEY WALT CO | 11599 | 1319601 | COM |
| NXP SEMICONDUCTORS N V | 6035 | 1309912 | COM |
| ISHARES TR | 13543 | 1302295 | 7-10 YR TRSY BD |
| TAIWAN SEMICONDUCTOR MFG LTD | 4234 | 1286670 | SPONSORED ADS |
| J P MORGAN EXCHANGE TRADED F | 17036 | 1275678 | INTRNL RES EQT |
| APPLIED MATLS INC | 4907 | 1261091 | COM |
| EQUIFAX INC | 5734 | 1244166 | COM |
| GE AEROSPACE | 3899 | 1201156 | COM NEW |
| BLACKSTONE INC | 7704 | 1187562 | COM |
| ZOETIS INC | 9375 | 1179515 | CL A |
| VANGUARD INTL EQUITY INDEX F | 21834 | 1173810 | FTSE EMR MKT ETF |
| ISHARES BITCOIN TRUST ETF | 22780 | 1131007 | SHS BEN INT |
| FREEPORT-MCMORAN INC | 22160 | 1125509 | CL B |
| PAYCHEX INC | 10017 | 1123721 | COM |
| EATON CORP PLC | 3513 | 1118926 | SHS |
| VANECK ETF TRUST | 3088 | 1112142 | SEMICONDUCTR ETF |
| PUBLIC SVC ENTERPRISE GRP IN | 13305 | 1068392 | COM |
| EQUINIX INC | 1385 | 1061226 | COM |
| INTEL CORP | 28710 | 1059394 | COM |
| MORGAN STANLEY | 5967 | 1059345 | COM NEW |
| NORTHROP GRUMMAN CORP | 1854 | 1057071 | COM |
| SERVICENOW INC | 6875 | 1053181 | COM |
| DOORDASH INC | 4637 | 1050188 | CL A |
| ISHARES TR | 7253 | 1023036 | RUS MDCP VAL ETF |
| ISHARES TR | 7421 | 1016232 | RUS MD CP GR ETF |
| FIRST TR EXCHANGE TRADED FD | 10085 | 991580 | RBA INDL ETF |
| ISHARES TR | 10280 | 967950 | MSCI USA MIN VOL |
| COMCAST CORP NEW | 32298 | 965387 | CL A |
| ISHARES TR | 5712 | 963978 | ISHARES BIOTECH |
| VANGUARD TAX-MANAGED FDS | 15369 | 960101 | VAN FTSE DEV MKT |
| CSX CORP | 26464 | 959334 | COM |
| KLA CORP | 789 | 958111 | COM NEW |
| CITIGROUP INC | 7998 | 933230 | COM NEW |
| 3M CO | 5775 | 924580 | COM |
| DANAHER CORPORATION | 4020 | 920263 | COM |
| ISHARES TR | 7605 | 914015 | CORE S&P SCP ETF |
| UNION PAC CORP | 3947 | 913040 | COM |
| VANGUARD INTL EQUITY INDEX F | 12361 | 909280 | ALLWRLD EX US |
| MOODYS CORP | 1728 | 882752 | COM |
| MASTERCARD INCORPORATED | 1509 | 861295 | CL A |
| SPROTT ASSET MANAGEMENT LP | 25975 | 857709 | PHYSICAL GOLD TR |
| WEC ENERGY GROUP INC | 8008 | 844524 | COM |
| CCC INTELLIGENT SOLUTIONS HL | 105000 | 834750 | COM |
| FIRST TR EXCHANGE-TRADED FD | 18766 | 832094 | SHS |
| ISHARES TR | 9914 | 821077 | 1 3 YR TREAS BD |
| PARK NATL CORP | 5393 | 820707 | COM |
| ISHARES TR | 7604 | 814464 | NATIONAL MUN ETF |
| FERRARI N V | 2189 | 808967 | COM |
| DIMENSIONAL ETF TRUST | 17170 | 799950 | US MKTWIDE VALUE |
| COLGATE PALMOLIVE CO | 10118 | 799534 | COM |
| BLACKROCK ETF TRUST | 10759 | 797144 | ISHARES US CARBO |
| ISHARES TR | 6158 | 795379 | EXPND TEC SC ETF |
| ASML HOLDING N V | 739 | 790627 | N Y REGISTRY SHS |
| HERSHEY CO | 4292 | 781044 | COM |
| AIR PRODS & CHEMS INC | 3156 | 779622 | COM |
| ENERGY TRANSFER L P | 46616 | 768694 | COM UT LTD PTN |
| ISHARES TR | 2373 | 766363 | RUS 2000 GRW ETF |
| COMFORT SYS USA INC | 803 | 749432 | COM |
| NEUROCRINE BIOSCIENCES INC | 5243 | 743615 | COM |
| TPG INC | 11626 | 742187 | COM CL A |
| ISHARES TR | 11036 | 728365 | CORE S&P MCP ETF |
| TRUIST FINL CORP | 14755 | 726098 | COM |
| GLOBAL PMTS INC | 9347 | 723458 | COM |
| ISHARES TR | 7459 | 716331 | MSCI EAFE ETF |
| PNC FINL SVCS GROUP INC | 3410 | 711769 | COM |
| DIMENSIONAL ETF TRUST | 9538 | 707433 | US EQUITY MARKET |
| ISHARES TR | 5772 | 701966 | CORE HIGH DV ETF |
| VANGUARD ADMIRAL FDS INC | 6236 | 697153 | MIDCP 400 IDX |
| FIDELITY COVINGTON TRUST | 3072 | 690186 | MSCI INFO TECH I |
| SIMON PPTY GROUP INC NEW | 3714 | 687474 | COM |
| AON PLC | 1935 | 682823 | SHS CL A |
| CROWDSTRIKE HLDGS INC | 1445 | 677358 | CL A |
| GE VERNOVA INC | 1034 | 675792 | COM |
| VICTORY PORTFOLIOS II | 17041 | 671075 | SHARES FREE CASH |
| FEDERAL SIGNAL CORP | 6131 | 665765 | COM |
| TRAVELERS COMPANIES INC | 2245 | 651185 | COM |
| MARRIOTT INTL INC NEW | 2083 | 646234 | CL A |
| CHUBB LIMITED | 2023 | 631455 | COM |
| DIAGEO PLC | 7312 | 630764 | SPON ADR NEW |
| CAPITAL ONE FINL CORP | 2588 | 627185 | COM |
| US BANCORP DEL | 11632 | 620671 | COM NEW |
| SELECT SECTOR SPDR TR | 13736 | 614139 | STATE STREET ENE |
| ISHARES TR | 12766 | 611947 | USD GRN BOND ETF |
| KINIKSA PHARMACEUTICALS INTL | 14792 | 610170 | ORD SHS CL A |
| ISHARES TR | 2434 | 609204 | MSCI USA MMENTM |
| ISHARES TR | 3353 | 607672 | RUS 2000 VAL ETF |
| CME GROUP INC | 2211 | 603869 | COM |
| AT&T INC | 24218 | 601572 | COM |
| CONOCOPHILLIPS | 6407 | 599784 | COM |
| SLB LIMITED | 15591 | 598399 | COM STK |
| LINDE PLC | 1395 | 594835 | SHS |
| CURTISS WRIGHT CORP | 1001 | 551821 | COM |
| CORNING INC | 6292 | 550928 | COM |
| LINCOLN NATL CORP IND | 12241 | 545097 | COM |
| UNITED STS LIME & MINERALS I | 4500 | 538830 | COM |
| CARRIER GLOBAL CORPORATION | 10131 | 535326 | COM |
| SELECT SECTOR SPDR TR | 9762 | 534665 | STATE STREET FIN |
| PPL CORP | 15109 | 529117 | COM |
| WORLD GOLD TR | 6105 | 521184 | SPDR GLD MINIS |
| ACCENTURE PLC IRELAND | 1922 | 515673 | SHS CLASS A |
| VANECK ETF TRUST | 4933 | 510869 | MRNGSTR WDE MOAT |
| REAVES UTIL INCOME FD | 13740 | 502593 | COM SH BEN INT |
| CUMMINS INC | 981 | 500998 | COM |
| INTUIT | 755 | 500148 | COM |
| CANADIAN PACIFIC KANSAS CITY | 6691 | 492687 | COM |
| ISHARES TR | 3530 | 491847 | ESG OPTIMIZED |
| BECTON DICKINSON & CO | 2518 | 488709 | COM |
| CONSTELLATION ENERGY CORP | 1366 | 482593 | COM |
| ISHARES TR | 10034 | 480127 | ESG AWR US AGRGT |
| FORD MTR CO | 36398 | 477542 | COM |
| ISHARES TR | 8214 | 472962 | ESG MSCI USA ETF |
| SELECT SECTOR SPDR TR | 3993 | 470097 | STATE STREET COM |
| BRITISH AMERN TOB PLC | 8197 | 464114 | SPONSORED ADR |
| NUSHARES ETF TR | 20404 | 456131 | NUVEEN ESG US |
| TRACTOR SUPPLY CO | 9098 | 454991 | COM |
| AUTOZONE INC | 134 | 454461 | COM |
| REALTY INCOME CORP | 8041 | 453267 | COM |
| WOODWARD INC | 1498 | 452875 | COM |
| METLIFE INC | 5662 | 446967 | COM |
| UNILEVER PLC | 6749 | 441385 | SPON ADR NEW |
| CARDINAL HEALTH INC | 2145 | 440798 | COM |
| INNOVATOR ETFS TRUST | 11221 | 438956 | US EQT PWR BUF |
| INNOVATOR ETFS TRUST | 10144 | 438728 | US EQTY PWR BF |
| TARGET CORP | 4476 | 437567 | COM |
| ONEOK INC NEW | 5951 | 437399 | COM |
| BIOMARIN PHARMACEUTICAL INC | 7310 | 434433 | COM |
| DARDEN RESTAURANTS INC | 2336 | 429871 | COM |
| INTERCONTINENTAL EXCHANGE IN | 2644 | 428229 | COM |
| CARNIVAL CORP | 14017 | 428066 | UNIT 99/99/9999 |
| HASBRO INC | 5210 | 427237 | COM |
| FEDEX CORP | 1473 | 425423 | COM |
| REPUBLIC SVCS INC | 1973 | 418141 | COM |
| PROSHARES TR | 4822 | 417506 | S&P TECH DIVIDEN |
| BANK NEW YORK MELLON CORP | 3584 | 416078 | COM |
| VANGUARD INDEX FDS | 1599 | 412354 | SMALL CP ETF |
| PALANTIR TECHNOLOGIES INC | 2316 | 411669 | CL A |
| SUN LIFE FINANCIAL INC. | 6441 | 401918 | COM |
| HUNTINGTON INGALLS INDS INC | 1180 | 401331 | COM |
| EDWARDS LIFESCIENCES CORP | 4680 | 398970 | COM |
| VANGUARD SCOTTSDALE FDS | 5195 | 394041 | LG-TERM COR BD |
| NIKE INC | 6171 | 393164 | CL B |
| SYSCO CORP | 5316 | 391743 | COM |
| NOVARTIS AG | 2828 | 389896 | SPONSORED ADR |
| ALLSTATE CORP | 1872 | 389667 | COM |
| KRYSTAL BIOTECH INC | 1579 | 389287 | COM |
| VANGUARD SCOTTSDALE FDS | 4878 | 388923 | SHRT TRM CORP BD |
| CRH PLC | 3082 | 384634 | ORD |
| VANGUARD STAR FDS | 5003 | 377426 | VG TL INTL STK F |
| ISHARES TR | 3500 | 367500 | GLOBAL TECH ETF |
| THE CIGNA GROUP | 1331 | 366348 | COM |
| GENUINE PARTS CO | 2973 | 365560 | COM |
| OTIS WORLDWIDE CORP | 4144 | 361973 | COM |
| ISHARES TR | 2434 | 361929 | CORE S&P TTL STK |
| VANGUARD INDEX FDS | 1193 | 360417 | SML CP GRW ETF |
| ELEVANCE HEALTH INC FORMERLY | 1011 | 354480 | COM |
| AGNICO EAGLE MINES LTD | 2090 | 354318 | COM |
| ISHARES TR | 5679 | 352952 | U.S. MED DVC ETF |
| SCHWAB CHARLES CORP | 3529 | 352614 | COM |
| BLUEROCK PVT REAL ESTATE FD | 23467 | 352005 | COM |
| ISHARES TR | 2694 | 347055 | ESG MSCI KLD 400 |
| PHILLIPS 66 | 2688 | 346878 | COM |
| TARGA RES CORP | 1874 | 345753 | COM |
| DATADOG INC | 2539 | 345279 | CL A COM |
| BROADRIDGE FINL SOLUTIONS IN | 1547 | 345249 | COM |
| YUM BRANDS INC | 2264 | 342498 | COM |
| PRINCIPAL FINANCIAL GROUP IN | 3870 | 341416 | COM |
| CADENCE DESIGN SYSTEM INC | 1092 | 341337 | COM |
| VULCAN MATLS CO | 1195 | 340838 | COM |
| SPROTT ASSET MANAGEMENT LP | 7436 | 340569 | PHYSICAL GOLD AN |
| ISHARES TR | 2270 | 338224 | ESG AWR MSCI USA |
| GLOBAL X FDS | 5200 | 336908 | DEFENSE TECH ETF |
| SIRIUSXM HOLDINGS INC | 16686 | 333637 | COMMON STOCK |
| TORONTO DOMINION BK ONT | 3530 | 332526 | COM NEW |
| MCKESSON CORP | 405 | 332219 | COM |
| IQVIA HLDGS INC | 1459 | 328873 | COM |
| INVESCO EXCHANGE TRADED FD T | 4938 | 328476 | LARGE CAP VALUE |
| UBER TECHNOLOGIES INC | 3933 | 321365 | COM |
| VANGUARD WORLD FD | 2651 | 320665 | ESG US STK ETF |
| ISHARES INC | 4683 | 314822 | CORE MSCI EMKT |
| SMUCKER J M CO | 3201 | 313090 | COM NEW |
| M & T BK CORP | 1542 | 310682 | COM |
| INNOVATOR ETFS TRUST | 8729 | 304293 | INTERNATIONAL DV |
| MAIN STR CAP CORP | 4996 | 301701 | COM |
| BOOKING HOLDINGS INC | 56 | 299898 | COM |
| INNOVATOR ETFS TRUST | 5161 | 298925 | GRWT100 PWR BUF |
| VANGUARD WORLD FD | 2352 | 296203 | ENERGY ETF |
| FEDERATED HERMES INC | 5666 | 295008 | CL B |
| APPLOVIN CORP | 433 | 291764 | COM CL A |
| AMERICAN TOWER CORP NEW | 1619 | 284179 | COM |
| MSA SAFETY INC | 1746 | 279604 | COM |
| ALBEMARLE CORP | 1942 | 274716 | COM |
| HUMANA INC | 1060 | 271500 | COM |
| INVESCO EXCH TRADED FD TR II | 5089 | 264832 | S&P ULTRA DIVIDE |
| ACUITY INC | 735 | 264629 | COM |
| DT MIDSTREAM INC | 2191 | 262219 | COMMON STOCK |
| TERADYNE INC | 1354 | 262044 | COM |
| S&P GLOBAL INC | 496 | 259027 | COM |
| BOEING CO | 1189 | 258172 | COM |
| CVS HEALTH CORP | 3252 | 258043 | COM |
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| SEMPRA | 2915 | 257365 | COM |
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| SERIES PORTFOLIOS TR | 5686 | 243588 | ADAPTIV SELECT |
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| SPOTIFY TECHNOLOGY S A | 379 | 220089 | SHS |
| FIRST TR EXCH TRADED FD III | 12022 | 219050 | PFD SECS INC ETF |
| DIMENSIONAL ETF TRUST | 3131 | 218137 | US SMALL CAP ETF |
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| TECHNIPFMC PLC | 4493 | 200208 | COM |
| STELLANTIS N.V | 15500 | 168795 | SHS |
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