WEALTH ALLIANCE, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, WEALTH ALLIANCE, LLC held in its portfolio 500 assets valued at $1,021,548,452 (i.e. $1.02B).
The most valuable assets in the portfolio included: APPLE INC ($92.98M), ISHARES TR ($38.10M), and ISHARES TR ($35.06M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WEALTH ALLIANCE, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 342020 | 92981631 | COM |
| ISHARES TR | 55619 | 38095523 | CORE S&P500 ETF |
| ISHARES TR | 165310 | 35057352 | S&P 500 VAL ETF |
| BLACKROCK ETF TRUST | 518844 | 31550903 | ISHARES US EQUIT |
| ISHARES TR | 231800 | 28571616 | S&P 500 GRWT ETF |
| INNOVATOR ETFS TRUST | 543656 | 23568699 | US EQTY PWR BUF |
| ISHARES INC | 340510 | 22889065 | CORE MSCI EMKT |
| ISHARES TR | 478439 | 22266542 | CORE UNIVRSL USD |
| ISHARES TR | 63688 | 21843233 | S&P 100 ETF |
| MICROSOFT CORP | 42240 | 20428218 | COM |
| ISHARES TR | 266023 | 18996713 | EAFE VALUE ETF |
| ISHARES TR | 149027 | 15962296 | NATIONAL MUN ETF |
| NVIDIA CORPORATION | 75705 | 14118898 | COM |
| AMAZON COM INC | 60799 | 14033669 | COM |
| ALPS ETF TR | 274965 | 12928867 | ALERIAN MLP |
| ISHARES GOLD TR | 147484 | 11971260 | ISHARES NEW |
| ISHARES TR | 58405 | 11600393 | MSCI USA QLT FCT |
| BLACKROCK ETF TRUST | 295874 | 11408904 | ISHARES US THEMA |
| SPDR S&P 500 ETF TR | 15766 | 10750934 | TR UNIT |
| ALPHABET INC | 30769 | 9630570 | CAP STK CL A |
| BLACKROCK ETF TRUST | 279103 | 9294118 | ISHARES A I INNO |
| ISHARES TR | 88873 | 9035739 | 10-20 YR TRS ETF |
| BROADCOM INC | 24884 | 8612517 | COM |
| ELI LILLY & CO | 7875 | 8462755 | COM |
| META PLATFORMS INC | 12742 | 8410818 | CL A |
| ISHARES TR | 31527 | 7891455 | MSCI USA MMENTM |
| BLACKROCK ETF TRUST II | 123459 | 6514932 | ISHARES FLEXIBLE |
| ISHARES TR | 28362 | 6088992 | US AER DEF ETF |
| VANGUARD INDEX FDS | 68214 | 6036261 | REAL ESTATE ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 19349 | 5879823 | SPONSORED ADS |
| ISHARES TR | 61022 | 5810483 | MBS ETF |
| ISHARES TR | 61130 | 5474772 | CORE 80/20 AGGRE |
| JPMORGAN CHASE & CO. | 16907 | 5447842 | COM |
| ISHARES TR | 58291 | 5214688 | CORE MSCI EAFE |
| ARISTA NETWORKS INC | 39369 | 5158520 | COM SHS |
| ABBVIE INC | 21939 | 5012804 | COM |
| ALPHABET INC | 15957 | 5007219 | CAP STK CL C |
| EXXON MOBIL CORP | 40484 | 4871842 | COM |
| ISHARES TR | 43250 | 4764033 | TRUST ISHARE 0-1 |
| JOHNSON & JOHNSON | 22710 | 4699887 | COM |
| VANGUARD INDEX FDS | 17540 | 4524334 | SMALL CP ETF |
| AMGEN INC | 13428 | 4395281 | COM |
| ISHARES TR | 80068 | 4004222 | CORE INTL AGGR |
| ISHARES TR | 19823 | 3958228 | U.S. TECH ETF |
| TESLA INC | 8518 | 3830643 | COM |
| ISHARES TR | 34514 | 3793459 | TIPS BD ETF |
| ISHARES TR | 38658 | 3717353 | 7-10 YR TRSY BD |
| VANGUARD MUN BD FDS | 73275 | 3685024 | TAX EXEMPT BD |
| PROCTER AND GAMBLE CO | 25634 | 3673560 | COM |
| ISHARES TR | 55284 | 3648716 | CORE S&P MCP ETF |
| VISA INC | 10387 | 3642858 | COM CL A |
| VANGUARD INDEX FDS | 12251 | 3555587 | MID CAP ETF |
| BERKSHIRE HATHAWAY INC DEL | 6996 | 3516700 | CL B NEW |
| CHEVRON CORP NEW | 22920 | 3493236 | COM |
| JANUS DETROIT STR TR | 67665 | 3422501 | HENDRSON AAA CL |
| PEPSICO INC | 22822 | 3275438 | COM |
| PROLOGIS INC. | 25605 | 3268757 | COM |
| ASML HOLDING N V | 2977 | 3184675 | N Y REGISTRY SHS |
| VANGUARD INDEX FDS | 15081 | 3153635 | EXTEND MKT ETF |
| WALMART INC | 27226 | 3033297 | COM |
| PHILIP MORRIS INTL INC | 18893 | 3030418 | COM |
| ISHARES TR | 24317 | 2922406 | CORE S&P SCP ETF |
| NEXTERA ENERGY INC | 35014 | 2810948 | COM |
| VANGUARD INDEX FDS | 10033 | 2800569 | MCAP GR IDXVIP |
| NETFLIX INC | 29802 | 2794217 | COM |
| VANGUARD INDEX FDS | 4286 | 2688000 | S&P 500 ETF SHS |
| ISHARES TR | 69560 | 2646758 | MSCI INTL VLU FT |
| ISHARES U S ETF TR | 105382 | 2623442 | GSCI CMDTY STGY |
| LAM RESEARCH CORP | 15209 | 2603561 | COM NEW |
| VERIZON COMMUNICATIONS INC | 62211 | 2533833 | COM |
| MASTERCARD INCORPORATED | 4433 | 2530968 | CL A |
| ORACLE CORP | 12652 | 2465995 | COM |
| VANGUARD INDEX FDS | 13587 | 2409879 | MCAP VL IDXVIP |
| PNC FINL SVCS GROUP INC | 11413 | 2382223 | COM |
| PFIZER INC | 93724 | 2333726 | COM |
| EATON CORP PLC | 7172 | 2284315 | SHS |
| INNOVATOR ETFS TRUST | 62666 | 2276685 | US SML CP PWR B |
| VANGUARD CHARLOTTE FDS | 46511 | 2247433 | TOTAL INT BD ETF |
| DUKE ENERGY CORP NEW | 18823 | 2206245 | COM NEW |
| DISNEY WALT CO | 19380 | 2204815 | COM |
| NATIONAL GRID PLC | 28491 | 2203799 | SPONSORED ADR NE |
| MCDONALDS CORP | 7092 | 2167406 | COM |
| RTX CORPORATION | 11121 | 2039608 | COM |
| TRUIST FINL CORP | 41154 | 2025168 | COM |
| INNOVATOR ETFS TRUST | 46527 | 2012293 | US EQTY PWR BF |
| TOTALENERGIES SE | 30617 | 2002964 | ACT |
| T ROWE PRICE ETF INC | 57735 | 1991850 | INTERNATIONAL EQ |
| ISHARES TR | 8033 | 1977518 | RUSSELL 2000 ETF |
| ISHARES TR | 22658 | 1974876 | 20 YR TR BD ETF |
| T ROWE PRICE ETF INC | 50715 | 1938313 | CAP APPRECIATION |
| ISHARES TR | 5147 | 1922112 | RUS 1000 ETF |
| US BANCORP DEL | 35981 | 1919959 | COM NEW |
| CISCO SYS INC | 24419 | 1881002 | COM |
| MARSH & MCLENNAN COS INC | 10002 | 1855514 | COM |
| BELPOINTE PREP LLC | 28474 | 1851664 | UNIT RP LTD LB A |
| ENBRIDGE INC | 38612 | 1846810 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 42248 | 1843687 | SHS CREATION UNI |
| BRITISH AMERN TOB PLC | 32457 | 1837728 | SPONSORED ADR |
| AMERICAN CENTY ETF TR | 23764 | 1830270 | AVANTIS EMGMKT |
| INTERNATIONAL BUSINESS MACHS | 6178 | 1829961 | COM |
| MERCK & CO INC | 17268 | 1817667 | COM |
| AMERICAN EXPRESS CO | 4886 | 1807607 | COM |
| LOWES COS INC | 7367 | 1776591 | COM |
| AMPHENOL CORP NEW | 13130 | 1774370 | CL A |
| HOME DEPOT INC | 5140 | 1768721 | COM |
| ASTRAZENECA PLC | 18930 | 1740198 | SPONSORED ADR |
| INVESCO EXCHANGE TRADED FD T | 85102 | 1734847 | HIG YLD EQ DIV |
| SCHWAB CHARLES CORP | 17312 | 1729682 | COM |
| BLACKROCK ETF TRUST II | 35005 | 1704029 | ISHARES HIGH YIE |
| BANK AMERICA CORP | 30616 | 1683867 | COM |
| BLACKROCK ETF TRUST II | 33116 | 1681445 | ISHARES TOTAL RE |
| ABBOTT LABS | 13336 | 1670844 | COM |
| BLACKROCK ETF TRUST | 22480 | 1665575 | ISHARES US CARBO |
| VANGUARD INDEX FDS | 5478 | 1654874 | SML CP GRW ETF |
| ISHARES TR | 20130 | 1643945 | ESG AWR MSCI USA |
| SANOFI SA | 33914 | 1643472 | SPONSORED ADR |
| XCEL ENERGY INC | 21804 | 1610446 | COM |
| PALO ALTO NETWORKS INC | 8735 | 1608956 | COM |
| TRAVELERS COMPANIES INC | 5533 | 1604792 | COM |
| S&P GLOBAL INC | 3034 | 1585404 | COM |
| INTUITIVE SURGICAL INC | 2795 | 1583236 | COM NEW |
| INTUIT | 2341 | 1551049 | COM |
| GOLDMAN SACHS GROUP INC | 1759 | 1546573 | COM |
| WEC ENERGY GROUP INC | 14489 | 1528048 | COM |
| ISHARES TR | 15629 | 1504781 | JPMORGAN USD EMG |
| LOCKHEED MARTIN CORP | 3104 | 1501523 | COM |
| CUMMINS INC | 2913 | 1487193 | COM |
| VANGUARD INDEX FDS | 7772 | 1484407 | VALUE ETF |
| SALESFORCE INC | 5540 | 1467705 | COM |
| LINDE PLC | 3391 | 1446074 | SHS |
| VANECK ETF TRUST | 101774 | 1443150 | BDC INCOME ETF |
| CME GROUP INC | 5259 | 1436087 | COM |
| J P MORGAN EXCHANGE TRADED F | 24890 | 1424719 | EQUITY PREMIUM |
| UNILEVER PLC | 21487 | 1405250 | SPON ADR NEW |
| WELLS FARGO CO NEW | 14944 | 1392746 | COM |
| ISHARES TR | 55456 | 1383627 | GLOBAL REIT ETF |
| ISHARES TR | 6542 | 1376130 | RUS 1000 VAL ETF |
| ACCENTURE PLC IRELAND | 4971 | 1333759 | SHS CLASS A |
| VANGUARD INDEX FDS | 6272 | 1328336 | SM CP VAL ETF |
| THERMO FISHER SCIENTIFIC INC | 2247 | 1302114 | COM |
| VANGUARD WORLD FD | 9740 | 1300196 | FINANCIALS ETF |
| PAYCHEX INC | 11531 | 1293546 | COM |
| COSTCO WHSL CORP NEW | 1493 | 1287415 | COM |
| ZOETIS INC | 9991 | 1257128 | CL A |
| TJX COS INC NEW | 8140 | 1250410 | COM |
| NORTHROP GRUMMAN CORP | 2174 | 1239734 | COM |
| FIRSTENERGY CORP | 27617 | 1236404 | COM |
| ALIBABA GROUP HLDG LTD | 8402 | 1231526 | SPONSORED ADS |
| SONY GROUP CORP | 47214 | 1208670 | SPONSORED ADR |
| REALTY INCOME CORP | 21193 | 1194666 | COM |
| UBER TECHNOLOGIES INC | 14479 | 1183105 | COM |
| ISHARES TR | 51959 | 1177908 | 20+ YEAR TR BD |
| SPDR SERIES TRUST | 14283 | 1173842 | STATE STREET SPD |
| TEXAS INSTRS INC | 6763 | 1173226 | COM |
| ISHARES TR | 7843 | 1166141 | CORE S&P TTL STK |
| NEOS ETF TRUST | 22026 | 1157030 | NEOS S&P 500 HI |
| APPLOVIN CORP | 1701 | 1145986 | COM CL A |
| MONDELEZ INTL INC | 21133 | 1137576 | CL A |
| PALANTIR TECHNOLOGIES INC | 6314 | 1122342 | CL A |
| JANUS DETROIT STR TR | 24553 | 1121839 | HENDERSON MTG |
| BONDBLOXX ETF TRUST | 24059 | 1112006 | BLOOMBERG TEN YR |
| TC ENERGY CORP | 20095 | 1105448 | COM |
| GSK PLC | 22278 | 1092511 | SPONSORED ADR |
| GE AEROSPACE | 3508 | 1080523 | COM NEW |
| ALTRIA GROUP INC | 18629 | 1074144 | COM |
| MITSUBISHI UFJ FINL GROUP IN | 67411 | 1069136 | SPONSORED ADS |
| HONEYWELL INTL INC | 5470 | 1067123 | COM |
| BRISTOL-MYERS SQUIBB CO | 19627 | 1058706 | COM |
| ISHARES TR | 9182 | 1045988 | EAFE GRWTH ETF |
| PPL CORP | 29757 | 1042096 | COM |
| UNITEDHEALTH GROUP INC | 3144 | 1037811 | COM |
| CITIGROUP INC | 8839 | 1031380 | COM NEW |
| ISHARES TR | 9248 | 1019067 | IBOXX INV CP ETF |
| ISHARES TR | 2153 | 1018928 | RUS 1000 GRW ETF |
| SPDR S&P MIDCAP 400 ETF TR | 1685 | 1016527 | UTSER1 S&PDCRP |
| CATERPILLAR INC | 1735 | 993971 | COM |
| INVESCO QQQ TR | 1616 | 992911 | UNIT SER 1 |
| AMERICAN ELEC PWR CO INC | 8549 | 985840 | COM |
| ISHARES TR | 41746 | 976229 | ESG AWRE USD ETF |
| ISHARES TR | 7046 | 964934 | RUS MD CP GR ETF |
| AT&T INC | 38382 | 953412 | COM |
| ISHARES TR | 7365 | 948815 | ESG MSCI KLD 400 |
| ANALOG DEVICES INC | 3469 | 940829 | COM |
| SHOPIFY INC | 5828 | 938133 | CL A SUB VTG SHS |
| INNOVATOR ETFS TRUST | 23823 | 931963 | US EQT PWR BUF |
| WILLIAMS COS INC | 15209 | 914202 | COM |
| TELEDYNE TECHNOLOGIES INC | 1785 | 911653 | COM |
| SAP SE | 3747 | 910091 | SPON ADR |
| EQUINIX INC | 1186 | 908975 | COM |
| STARBUCKS CORP | 10646 | 896484 | COM |
| INNOVATOR ETFS TRUST | 24779 | 896008 | INTRNL DEV JAN |
| SCHWAB STRATEGIC TR | 32474 | 890757 | US DIVIDEND EQ |
| ISHARES TR | 13171 | 884135 | MSCI ACWI EX US |
| SYNOPSYS INC | 1874 | 880184 | COM |
| ISHARES INC | 15150 | 876416 | EMNG MKTS EQT |
| HDFC BANK LTD | 23896 | 873143 | SPONSORED ADS |
| COCA COLA CO | 12378 | 865376 | COM |
| GILEAD SCIENCES INC | 7049 | 865220 | COM |
| MOTOROLA SOLUTIONS INC | 2203 | 844312 | COM NEW |
| ISHARES TR | 14575 | 839202 | ESG MSCI USA ETF |
| CAPITAL ONE FINL CORP | 3444 | 834669 | COM |
| BANK MONTREAL QUE | 6425 | 833920 | COM |
| DANAHER CORPORATION | 3642 | 833832 | COM |
| TRANE TECHNOLOGIES PLC | 2141 | 833324 | SHS |
| PRUDENTIAL PLC | 26732 | 831903 | ADR |
| INNOVATOR ETFS TRUST | 23639 | 830438 | US SML CP PWR ET |
| UNION PAC CORP | 3559 | 823302 | COM |
| ADVANCED MICRO DEVICES INC | 3837 | 821629 | COM |
| INVESCO EXCH TRADED FD TR II | 6783 | 809321 | S&P 500 MOMNTM |
| TE CONNECTIVITY PLC | 3550 | 807642 | ORD SHS |
| AMERICAN TOWER CORP NEW | 4595 | 806714 | COM |
| CSX CORP | 22046 | 799165 | COM |
| VANGUARD INDEX FDS | 2539 | 799132 | LARGE CAP ETF |
| WW GRAINGER INC | 781 | 788511 | COM |
| SERVICENOW INC | 5125 | 785029 | COM |
| INVESCO EXCHANGE TRADED FD T | 4075 | 780546 | S&P500 EQL WGT |
| AUTOMATIC DATA PROCESSING IN | 3032 | 779856 | COM |
| HUNTINGTON BANCSHARES INC | 44923 | 779417 | COM |
| ARES MANAGEMENT CORPORATION | 4804 | 776441 | CL A COM STK |
| WORLD GOLD TR | 9052 | 772769 | SPDR GLD MINIS |
| INNOVATOR ETFS TRUST | 29037 | 756714 | US SMALL CAP PWR |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| CAMECO CORP | 8241 | 753971 | COM |
| DOVER CORP | 3843 | 750217 | COM |
| HERSHEY CO | 4115 | 748858 | COM |
| ISHARES BITCOIN TRUST ETF | 14821 | 735854 | SHS BEN INT |
| SOUTHERN COPPER CORP | 5116 | 733952 | COM |
| ISHARES TR | 31763 | 731354 | US TREAS BD ETF |
| SHELL PLC | 9870 | 725219 | SPON ADS |
| VANECK ETF TRUST | 40816 | 720814 | PREFERRED SECURT |
| WATSCO INC | 2120 | 714469 | COM |
| BLACKROCK LTD DURATION INCOM | 51858 | 712534 | COM SHS |
| VERTEX PHARMACEUTICALS INC | 1565 | 709508 | COM |
| QUANTA SVCS INC | 1677 | 707942 | COM |
| SOUTHERN CO | 8104 | 706694 | COM |
| ISHARES SILVER TR | 10946 | 705141 | ISHARES |
| BLACKSTONE INC | 4562 | 703143 | COM |
| AIRBNB INC | 5172 | 701971 | COM CL A |
| GE VERNOVA INC | 1070 | 699637 | COM |
| BRT APARTMENTS CORP | 47471 | 697821 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 9039 | 689077 | SHS |
| INNOVATOR ETFS TRUST | 22953 | 688922 | INTL DEVELOPED P |
| BLACKROCK MUNIASSETS FD INC | 63607 | 681233 | COM |
| ELECTRONIC ARTS INC | 3284 | 670981 | COM |
| BLACKROCK INC | 625 | 669191 | COM |
| GENERAL DYNAMICS CORP | 1985 | 668429 | COM |
| ROLLINS INC | 11126 | 667772 | COM |
| ISHARES TR | 5431 | 660480 | CORE HIGH DV ETF |
| PARKER-HANNIFIN CORP | 751 | 660199 | COM |
| CONSOLIDATED EDISON INC | 6544 | 649913 | COM |
| VANGUARD WHITEHALL FDS | 4502 | 646167 | HIGH DIV YLD |
| MICRON TECHNOLOGY INC | 2248 | 641608 | COM |
| ISHARES TR | 7060 | 633705 | SYSTEMATIC BD ET |
| INNOVATOR ETFS TRUST | 16763 | 631642 | US EQT ULTRA BF |
| J P MORGAN EXCHANGE TRADED F | 12494 | 630935 | MUNICIPAL ETF |
| CORNING INC | 7148 | 625851 | COM |
| VANGUARD TAX-MANAGED FDS | 9839 | 614672 | VAN FTSE DEV MKT |
| COHEN & STEERS ETF TRUST | 23546 | 610293 | PREFERRED AND IN |
| SNOWFLAKE INC | 2758 | 605015 | COM SHS |
| THE CIGNA GROUP | 2175 | 598690 | COM |
| STRYKER CORPORATION | 1701 | 597812 | COM |
| FIDELITY NATL INFORMATION SV | 8965 | 595827 | COM |
| BERKLEY W R CORP | 8496 | 595727 | COM |
| VANGUARD WORLD FD | 2053 | 591074 | HEALTH CAR ETF |
| LPL FINL HLDGS INC | 1649 | 589057 | COM |
| PROSHARES TR | 5659 | 588900 | S&P 500 DV ARIST |
| AMCOR PLC | 70557 | 588449 | ORD |
| CVS HEALTH CORP | 7383 | 585901 | COM |
| ELEVANCE HEALTH INC FORMERLY | 1655 | 580076 | COM |
| ISHARES TR | 6122 | 576451 | MSCI USA MIN VOL |
| GOLDMAN SACHS ETF TR | 4335 | 573845 | ACTIVEBETA US LG |
| PETROLEO BRASILEIRO SA PETRO | 48125 | 570285 | SPONSORED ADR |
| SHERWIN WILLIAMS CO | 1751 | 567395 | COM |
| ISHARES TR | 8189 | 561765 | EUROPE ETF |
| VANGUARD WORLD FD | 1879 | 560709 | INDUSTRIAL ETF |
| INFOSYS LTD | 31121 | 554584 | SPONSORED ADR |
| AVALONBAY CMNTYS INC | 3046 | 552304 | COM |
| ISHARES INC | 12472 | 550893 | ESG AWR MSCI EM |
| NATWEST GROUP PLC | 31471 | 550741 | SPONS ADR |
| 3M CO | 3421 | 547763 | COM |
| NASDAQ INC | 5497 | 533918 | COM |
| INNOVATOR ETFS TRUST | 17293 | 533324 | INTRNL DEV APRL |
| STEEL DYNAMICS INC | 3127 | 529850 | COM |
| INNOVATOR ETFS TRUST | 18296 | 520704 | INTL DEVELOPED |
| NIKE INC | 8138 | 518467 | CL B |
| HSBC HLDGS PLC | 6572 | 516981 | SPON ADR NEW |
| VANGUARD WORLD FD | 683 | 514909 | INF TECH ETF |
| BANCO SANTANDER SA | 43785 | 513600 | ADR |
| IDEXX LABS INC | 759 | 513486 | COM |
| PPG INDS INC | 4986 | 510891 | COM |
| NEOS ETF TRUST | 9460 | 509516 | NASDAQ 100 HIGH |
| ITAU UNIBANCO HLDG S A | 71025 | 508535 | SPON ADR REP PFD |
| SEA LTD | 3976 | 507155 | SPONSORD ADS |
| MONSTER BEVERAGE CORP NEW | 6604 | 506316 | COM |
| GENUINE PARTS CO | 4083 | 502073 | COM |
| MCKESSON CORP | 606 | 497148 | COM |
| COMCAST CORP NEW | 16564 | 495083 | CL A |
| SPDR GOLD TR | 1244 | 493110 | GOLD SHS |
| INTERACTIVE BROKERS GROUP IN | 7666 | 493000 | COM CL A |
| FIVE BELOW INC | 2613 | 492185 | COM |
| NOVARTIS AG | 3562 | 491088 | SPONSORED ADR |
| ISHARES TR | 2686 | 486697 | RUS 2000 VAL ETF |
| SEMPRA | 5426 | 479067 | COM |
| ARGENX SE | 567 | 476819 | SPONSORED ADR |
| INNOVATOR ETFS TRUST | 14641 | 472775 | INTERNATIONAL DE |
| NXP SEMICONDUCTORS N V | 2157 | 468217 | COM |
| ARMSTRONG WORLD INDS INC NEW | 2432 | 464663 | COM |
| GLOBAL X FDS | 7136 | 462341 | DEFENSE TECH ETF |
| ISHARES TR | 5440 | 460438 | CORE MSCI TOTAL |
| HENRY JACK & ASSOC INC | 2520 | 459778 | COM |
| CANADIAN PACIFIC KANSAS CITY | 6218 | 457843 | COM |
| TORTOISE ENERGY INFRA CORP | 11162 | 456518 | COM |
| ISHARES TR | 4829 | 455664 | MORNINGSTAR VALU |
| VANGUARD SCOTTSDALE FDS | 5709 | 455145 | SHRT TRM CORP BD |
| MANULIFE FINL CORP | 12526 | 454426 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 5658 | 454354 | COM |
| HOULIHAN LOKEY INC | 2595 | 452089 | CL A |
| AGNICO EAGLE MINES LTD | 2661 | 451154 | COM |
| ENTERPRISE PRODS PARTNERS L | 14070 | 451095 | COM |
| JACOBS SOLUTIONS INC | 3400 | 450377 | COM |
| ILLINOIS TOOL WKS INC | 1826 | 449666 | COM |
| EQUITY RESIDENTIAL | 7126 | 449191 | SH BEN INT |
| FERRARI N V | 1201 | 443794 | COM |
| MERCADOLIBRE INC | 220 | 443641 | COM |
| VANGUARD WORLD FD | 2269 | 439312 | COMM SRVC ETF |
| ISHARES TR | 8203 | 438943 | NEW YORK MUN ETF |
| DOMINION ENERGY INC | 7488 | 438700 | COM |
| QUALCOMM INC | 2560 | 437830 | COM |
| GENMAB A/S | 14104 | 434413 | SPONSORED ADS |
| MEDTRONIC PLC | 4505 | 432730 | SHS |
| RBC BEARINGS INC | 964 | 432287 | COM |
| MEDPACE HLDGS INC | 768 | 431347 | COM |
| FAIR ISAAC CORP | 254 | 429417 | COM |
| VANGUARD WORLD FD | 1087 | 428033 | CONSUM DIS ETF |
| INNOVATOR ETFS TRUST | 12178 | 424542 | INTERNATIONAL DV |
| ALCON AG | 5339 | 420804 | ORD SHS |
| BECTON DICKINSON & CO | 2151 | 417421 | COM |
| CSW INDUSTRIALS INC | 1420 | 416787 | COM |
| DATADOG INC | 3064 | 416698 | CL A COM |
| CHIPOTLE MEXICAN GRILL INC | 11199 | 414369 | COM |
| NEBIUS GROUP N.V. | 4928 | 412498 | SHS CLASS A |
| BROADRIDGE FINL SOLUTIONS IN | 1844 | 411568 | COM |
| ZURN ELKAY WATER SOLNS CORP | 8808 | 409484 | COM |
| DUPONT DE NEMOURS INC | 10150 | 408048 | COM |
| THOR INDS INC | 3969 | 407449 | COM |
| FASTENAL CO | 10147 | 407217 | COM |
| MARRIOTT INTL INC NEW | 1305 | 404733 | CL A |
| OREILLY AUTOMOTIVE INC | 4435 | 404539 | COM |
| ALLEGION PLC | 2530 | 402862 | ORD SHS |
| ASE TECHNOLOGY HLDG CO LTD | 24973 | 402073 | SPONSORED ADS |
| HARTFORD INSURANCE GROUP INC | 2914 | 401497 | COM |
| FREEPORT-MCMORAN INC | 7896 | 401019 | CL B |
| BJS WHSL CLUB HLDGS INC | 4450 | 400611 | COM |
| CONOCOPHILLIPS | 4236 | 396558 | COM |
| MARVELL TECHNOLOGY INC | 4659 | 395927 | COM |
| VANGUARD WORLD FD | 1905 | 395338 | MATERIALS ETF |
| ISHARES TR | 4202 | 394547 | U.S. REAL ES ETF |
| CONSTRUCTION PARTNERS INC | 3628 | 393819 | COM CL A |
| AIR PRODS & CHEMS INC | 1594 | 393646 | COM |
| INTERCONTINENTAL EXCHANGE IN | 2427 | 393114 | COM |
| ISHARES TR | 3823 | 392037 | CORE S&P US VLU |
| VICI PPTYS INC | 13932 | 391770 | COM |
| BANK NEW YORK MELLON CORP | 3373 | 391613 | COM |
| RB GLOBAL INC | 3742 | 384973 | COM |
| WELLTOWER INC | 2058 | 381905 | COM |
| QNITY ELECTRONICS INC | 4621 | 377291 | COMMON STOCK |
| VANECK ETF TRUST | 4369 | 374706 | GOLD MINERS ETF |
| MORGAN STANLEY | 2108 | 374289 | COM NEW |
| ISHARES TR | 2226 | 373783 | CORE S&P US GWT |
| ULTA BEAUTY INC | 608 | 367671 | COM |
| WISDOMTREE TR | 7868 | 367514 | EMER MKT HIGH FD |
| INTEL CORP | 9919 | 366027 | COM |
| COOPER COS INC | 4429 | 363001 | COM |
| ISHARES TR | 3809 | 362233 | ESG AW MSCI EAFE |
| INVESCO EXCH TRADED FD TR II | 7540 | 361932 | S&P500 HDL VOL |
| JBT MAREL CORPORATION | 2395 | 360797 | COM |
| FABRINET | 792 | 360582 | SHS |
| GLOBAL X FDS | 9838 | 356436 | RBTCS ARTFL INTE |
| ISHARES TR | 6258 | 356434 | CRE U S REIT ETF |
| REGENERON PHARMACEUTICALS | 460 | 355391 | COM |
| ROSS STORES INC | 1966 | 354075 | COM |
| REPLIGEN CORP | 2142 | 350988 | COM |
| DIAGEO PLC | 4027 | 347418 | SPON ADR NEW |
| SITEONE LANDSCAPE SUPPLY INC | 2784 | 346775 | COM |
| BOSTON SCIENTIFIC CORP | 3632 | 346273 | COM |
| GRAND CANYON ED INC | 2078 | 345592 | COM |
| AXON ENTERPRISE INC | 603 | 342609 | COM |
| HEICO CORP NEW | 1356 | 342176 | CL A |
| INNOVATOR ETFS TRUST | 11468 | 340604 | EMRGNG MKT APRIL |
| NU HLDGS LTD | 20200 | 338148 | ORD SHS CL A |
| FOMENTO ECONOMICO MEXICANO S | 3345 | 338107 | SPON ADR UNITS |
| GOLDMAN SACHS BDC INC | 36036 | 334414 | SHS |
| HEWLETT PACKARD ENTERPRISE C | 13886 | 333549 | COM |
| CELESTICA INC | 1123 | 331970 | COM |
| GENERAL MTRS CO | 4010 | 326094 | COM |
| YUM CHINA HLDGS INC | 6808 | 325001 | COM |
| UNITED RENTALS INC | 399 | 322916 | COM |
| UL SOLUTIONS INC | 4087 | 322301 | CLASS A COM SHS |
| ADOBE INC | 917 | 321014 | COM |
| MARKEL GROUP INC | 149 | 321012 | COM |
| HILLMAN SOLUTIONS CORP | 36993 | 320359 | COM |
| ENSIGN GROUP INC | 1832 | 319084 | COM |
| NORDSON CORP | 1327 | 319051 | COM |
| VENTAS INC | 4116 | 318515 | COM |
| KINDER MORGAN INC DEL | 11573 | 318133 | COM |
| GOLDMAN SACHS ETF TR | 5994 | 316458 | S&P 500 PREMIUM |
| EATON VANCE TAX-MANAGED DIVE | 20472 | 314043 | COM |
| INNOVATOR ETFS TRUST | 7866 | 311808 | US EQTY ULTRA B |
| EXPONENT INC | 4459 | 309725 | COM |
| RPM INTL INC | 2939 | 305680 | COM |
| PRIVIA HEALTH GROUP INC | 12871 | 305171 | COM |
| LINCOLN NATL CORP IND | 6804 | 303000 | COM |
| ONEOK INC NEW | 4110 | 302115 | COM |
| APOLLO GLOBAL MGMT INC | 2061 | 298396 | COM |
| TYLER TECHNOLOGIES INC | 656 | 297832 | COM |
| VANGUARD BD INDEX FDS | 4000 | 296296 | TOTAL BND MRKT |
| INNOVATOR ETFS TRUST | 10416 | 294697 | US SMALL CAP POW |
| TRIMBLE INC | 3759 | 294518 | COM |
| ROYAL BK CDA | 1725 | 294137 | COM |
| FULLER H B CO | 4944 | 293973 | COM |
| RELX PLC | 7265 | 293669 | SPONSORED ADR |
| PRIMERICA INC | 1128 | 291388 | COM |
| BENTLEY SYS INC | 7617 | 290699 | COM CL B |
| WORKIVA INC | 3368 | 290490 | COM CL A |
| SUNOCO LP/SUNOCO FIN CORP | 5536 | 290118 | COM UT REP LP |
| UNITED PARCEL SERVICE INC | 2911 | 288779 | CL B |
| CHURCH & DWIGHT CO INC | 3441 | 288526 | COM |
| CDW CORP | 2108 | 287056 | COM |
| INNOVATOR ETFS TRUST | 8276 | 285853 | INTL DEV PWR BUF |
| CROWDSTRIKE HLDGS INC | 602 | 282404 | CL A |
| VANGUARD INTL EQUITY INDEX F | 3831 | 281808 | ALLWRLD EX US |
| THE TRADE DESK INC | 7413 | 281385 | COM CL A |
| RYANAIR HOLDINGS PLC | 3855 | 278292 | SPONSORED ADR |
| ISHARES TR | 5800 | 277542 | ESG AWR US AGRGT |
| TARGA RES CORP | 1504 | 277488 | COM |
| CHEESECAKE FACTORY INC | 5493 | 277262 | COM |
| VANGUARD INTL EQUITY INDEX F | 5127 | 275608 | FTSE EMR MKT ETF |
| AMERICAN INTL GROUP INC | 3210 | 274644 | COM NEW |
| BANK HAWAII CORP | 4014 | 274453 | COM |
| NEXTPOWER INC | 3150 | 274397 | CLASS A COM |
| MSCI INC | 477 | 273721 | COM |
| CHECK POINT SOFTWARE TECH LT | 1468 | 272402 | ORD |
| LEIDOS HOLDINGS INC | 1509 | 272262 | COM |
| SCHWAB STRATEGIC TR | 11507 | 268908 | US AGGREGATE B |
| ENTERGY CORP NEW | 2908 | 268745 | COM |
| INSULET CORP | 936 | 266049 | COM |
| RYAN SPECIALTY HOLDINGS INC | 5107 | 263681 | CL A |
| ISHARES TR | 951 | 263502 | RUS TP200 GR ETF |
| SELECT SECTOR SPDR TR | 5881 | 262930 | STATE STREET ENE |
| AON PLC | 744 | 262719 | SHS CL A |
| JOHNSON CTLS INTL PLC | 2194 | 262686 | SHS |
| PIMCO ETF TR | 2617 | 262561 | ENHAN SHRT MA AC |
| KEYSIGHT TECHNOLOGIES INC | 1290 | 262186 | COM |
| PAYLOCITY HLDG CORP | 1719 | 262071 | COM |
| SERVICETITAN INC | 2448 | 260712 | SHS CL A |
| ISHARES TR | 2709 | 260189 | MSCI EAFE ETF |
| RBB FUND TRUST | 20000 | 258000 | TWEEDY BROWNE |
| BP PLC | 7419 | 257661 | SPONSORED ADR |
| COSTAR GROUP INC | 3813 | 256410 | COM |
| BOEING CO | 1179 | 255970 | COM |
| DEERE & CO | 544 | 253171 | COM |
| CBOE GLOBAL MKTS INC | 1007 | 252781 | COM |
| LENNOX INTL INC | 520 | 252502 | COM |
| CADENCE DESIGN SYSTEM INC | 803 | 250852 | COM |
| WEST PHARMACEUTICAL SVSC INC | 910 | 250513 | COM |
| ENERGY TRANSFER L P | 15143 | 249714 | COM UT LTD PTN |
| GLAUKOS CORP | 2199 | 248289 | COM |
| VERISK ANALYTICS INC | 1108 | 247883 | COM |
| ISHARES TR | 2515 | 247744 | CONV BD ETF |
| XYLEM INC | 1805 | 245818 | COM |
| INNOVATOR ETFS TRUST | 7265 | 245484 | EMRGNG MKT JAN |
| ICICI BANK LIMITED | 8235 | 245392 | ADR |
| MONGODB INC | 583 | 244679 | CL A |
| KADANT INC | 856 | 243992 | COM |
| TRIP COM GROUP LTD | 3391 | 243827 | ADS |
| INVESCO EXCHANGE TRADED FD T | 3380 | 243405 | S&P SMLCP MOMENT |
| PAYPAL HLDGS INC | 4162 | 243001 | COM |
| ISHARES TR | 3725 | 242518 | US HLTHCARE ETF |
| INSMED INC | 1393 | 242438 | COM PAR $.01 |
| EOG RES INC | 2287 | 240162 | COM |
| EQUIFAX INC | 1106 | 240023 | COM |
| COLGATE PALMOLIVE CO | 3035 | 239818 | COM |
| ZEBRA TECHNOLOGIES CORPORATI | 978 | 237478 | CL A |
| SAIA INC | 726 | 237054 | COM |
| GLOBAL X FDS | 5481 | 234207 | GLOBAL X URANIUM |
| UNIFIRST CORP MASS | 1212 | 233774 | COM |
| KINSALE CAP GROUP INC | 597 | 233553 | COM |
| NEW YORK LIFE INVTS ACTIVE E | 10650 | 232436 | NYLI MACKAY CALI |
| ISHARES TR | 4246 | 232310 | MSCI EMG MKT ETF |
| SELECT SECTOR SPDR TR | 1483 | 230077 | STATE STREET IND |
| GE HEALTHCARE TECHNOLOGIES I | 2801 | 229716 | COMMON STOCK |
| INVESCO EXCHANGE TRADED FD T | 3850 | 228251 | S&P 500 TOP 50 |
| HCA HEALTHCARE INC | 489 | 228130 | COM |
| HILTON WORLDWIDE HLDGS INC | 790 | 227060 | COM |
| WASTE MGMT INC DEL | 1025 | 225204 | COM |
| AGILYSYS INC | 1870 | 222231 | COM |
| SYNCHRONY FINANCIAL | 2647 | 220829 | COM |
| INNOVATOR ETFS TRUST | 8084 | 220224 | US SM CAP BUFFER |
| DESCARTES SYS GROUP INC | 2469 | 216433 | COM |
| ISHARES TR | 1782 | 216097 | ESG MSCI LEADR |
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