WEALTH ENHANCEMENT ADVISORY SERVICES, 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, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held in its portfolio 500 assets valued at $73,731,407,825 (i.e. $73.73B).
The most valuable assets in the portfolio included: ISHARES TR ($4.54B), BROADCOM INC ($2.78B), and APPLE INC ($2.05B).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 6536789 | 4542414722 | CORE S&P500 ETF |
| BROADCOM INC | 8094091 | 2781992270 | COM |
| APPLE INC | 7814046 | 2047275527 | COM |
| ISHARES TR | 19621070 | 1962495046 | CORE US AGGBD ET |
| SPDR SERIES TRUST | 24411269 | 1460966121 | STATE STREET SPD |
| NVIDIA CORPORATION | 7757490 | 1451380566 | COM |
| ALPS ETF TR | 55466105 | 1447110669 | SMITH CORE PLUS |
| MICROSOFT CORP | 3016190 | 1444898031 | COM |
| VANGUARD INTL EQUITY INDEX F | 18397000 | 1022713918 | FTSE EMR MKT ETF |
| ISHARES TR | 19865565 | 983941438 | MSCI INTL MOMENT |
| AMAZON COM INC | 3909997 | 944671147 | COM |
| ALPHABET INC | 2832050 | 889175038 | CAP STK CL A |
| J P MORGAN EXCHANGE TRADED F | 12246694 | 860360309 | US MOMENTUM |
| SCHWAB STRATEGIC TR | 18547237 | 859776476 | FUNDAMENTAL INTL |
| VICTORY PORTFOLIOS II | 8775986 | 829511589 | USAA MSCI USA SM |
| AMERICAN CENTY ETF TR | 10377165 | 815354993 | US LARGE CAP VLU |
| ISHARES TR | 29607758 | 682457407 | US TREAS BD ETF |
| ISHARES TR | 6977742 | 659752188 | MSCI USA MIN VOL |
| INVESCO EXCHANGE TRADED FD T | 7915919 | 611603584 | S&P500 QUALITY |
| VANGUARD INDEX FDS | 881778 | 561007647 | S&P 500 ETF SHS |
| ANGEL OAK FUNDS TRUST | 10912606 | 558344460 | OAK ULTRASHORT |
| JPMORGAN CHASE & CO. | 1645183 | 550509400 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1080217 | 539085863 | CL B NEW |
| SCHWAB STRATEGIC TR | 19086174 | 521815990 | US LRG CAP ETF |
| SPDR S&P 500 ETF TR | 698790 | 479868251 | TR UNIT |
| VISA INC | 1326990 | 474882445 | COM CL A |
| META PLATFORMS INC | 716911 | 473715770 | CL A |
| INVESCO EXCH TRADED FD TR II | 4516029 | 443623024 | DORSEY WRGT SMLC |
| AMERICAN CENTY ETF TR | 5102049 | 429544954 | INTL EQT ETF |
| LAM RESEARCH CORP | 1935327 | 400862278 | COM NEW |
| JOHNSON & JOHNSON | 1936788 | 396755382 | COM |
| ALPHABET INC | 1252930 | 393937027 | CAP STK CL C |
| VANGUARD INDEX FDS | 1082504 | 369403077 | TOTAL STK MKT |
| INVESCO QQQ TR | 579851 | 361552717 | UNIT SER 1 |
| VANGUARD SPECIALIZED FUNDS | 1572682 | 352393164 | DIV APP ETF |
| WALMART INC | 3004147 | 343568146 | COM |
| VANGUARD INDEX FDS | 1734226 | 340414645 | VALUE ETF |
| PALANTIR TECHNOLOGIES INC | 1771302 | 317400098 | CL A |
| EXXON MOBIL CORP | 2622217 | 316761983 | COM |
| ISHARES TR | 2446835 | 305188529 | CORE S&P SCP ETF |
| INVESCO EXCH TRADED FD TR II | 1171905 | 300821663 | NASDAQ 100 ETF |
| VANGUARD INDEX FDS | 608419 | 298269856 | GROWTH ETF |
| J P MORGAN EXCHANGE TRADED F | 5695603 | 288311418 | ULTRA SHRT ETF |
| EA SERIES TRUST | 2418045 | 278462087 | ALPHA ARCH 1-3 |
| FRANKLIN TEMPLETON ETF TR | 13034397 | 263819558 | INTL AGGREGTE BD |
| ISHARES TR | 981507 | 253416494 | MSCI USA MMENTM |
| VANGUARD STAR FDS | 3191019 | 247697003 | VG TL INTL STK F |
| INTERNATIONAL BUSINESS MACHS | 806561 | 244642048 | COM |
| PROCTER AND GAMBLE CO | 1718923 | 240423740 | COM |
| HOME DEPOT INC | 661286 | 231532308 | COM |
| ISHARES TR | 2520192 | 230749077 | CORE MSCI EAFE |
| SCHWAB STRATEGIC TR | 9291715 | 229784104 | INTL EQTY ETF |
| ELI LILLY & CO | 213986 | 228150900 | COM |
| GLOBAL X FDS | 4679763 | 221867577 | ADAPTIVE US |
| SCHWAB STRATEGIC TR | 7692427 | 216085889 | US DIVIDEND EQ |
| ISHARES TR | 2125547 | 213468659 | 0-3 MNTH TREASRY |
| CHEVRON CORP NEW | 1358751 | 211204547 | COM |
| VANGUARD TAX-MANAGED FDS | 3254229 | 208728774 | VAN FTSE DEV MKT |
| TJX COS INC NEW | 1348726 | 207600642 | COM |
| APPLOVIN CORP | 334886 | 206637953 | COM CL A |
| CISCO SYS INC | 2700893 | 203101401 | COM |
| GE AEROSPACE | 614518 | 201307854 | COM NEW |
| ABBOTT LABS | 1545958 | 197621610 | COM |
| MERCK & CO INC | 1797434 | 196035842 | COM |
| TESLA INC | 451646 | 195226117 | COM |
| SCHWAB STRATEGIC TR | 6372410 | 194231062 | US LCAP VA ETF |
| ISHARES TR | 508594 | 193002466 | RUS 1000 ETF |
| ISHARES TR | 393249 | 187086558 | RUS 1000 GRW ETF |
| CIENA CORP | 734365 | 186998049 | COM NEW |
| MORGAN STANLEY | 971456 | 182524418 | COM NEW |
| SCHWAB STRATEGIC TR | 5748603 | 180506142 | US MID-CAP ETF |
| ISHARES TR | 1630567 | 179672172 | TRUST ISHARE 0-1 |
| ORACLE CORP | 917304 | 178000809 | COM |
| WELLS FARGO CO NEW | 1843589 | 177696588 | COM |
| PEPSICO INC | 1278338 | 177512267 | COM |
| BANK AMERICA CORP | 3071634 | 176170620 | COM |
| DIMENSIONAL ETF TRUST | 4346500 | 175992630 | US CORE EQUITY 2 |
| ISHARES TR | 2550909 | 175522490 | CORE S&P MCP ETF |
| WASTE MGMT INC DEL | 793346 | 173774381 | COM |
| DBX ETF TR | 4050366 | 166888139 | XTRACK MSCI EAFE |
| ISHARES TR | 1684459 | 162213421 | 7-10 YR TRSY BD |
| GE VERNOVA INC | 228502 | 156867125 | COM |
| EATON CORP PLC | 464308 | 154620290 | SHS |
| J P MORGAN EXCHANGE TRADED F | 2972996 | 151860616 | MORTGAGE BACKED |
| ETF SER SOLUTIONS | 2530366 | 151581296 | DISTILLATE US |
| MASTERCARD INCORPORATED | 259438 | 151385571 | CL A |
| MCKESSON CORP | 181793 | 150255022 | COM |
| ISHARES TR | 2892552 | 146363129 | ULTRA SHORT DUR |
| INVESCO EXCHANGE TRADED FD T | 2419940 | 143647628 | S&P 500 TOP 50 |
| ABBVIE INC | 636710 | 143025854 | COM |
| RTX CORPORATION | 745859 | 142484300 | COM |
| ISHARES TR | 652027 | 141209403 | RUS 1000 VAL ETF |
| J P MORGAN EXCHANGE TRADED F | 2717626 | 137566224 | MUNICIPAL ETF |
| J P MORGAN EXCHANGE TRADED F | 2021674 | 135391531 | HEDGED EQUITY LA |
| FIRST TR EXCHNG TRADED FD VI | 3836598 | 131389940 | FT VEST LADDERED |
| SCHWAB STRATEGIC TR | 4406361 | 130868921 | US SML CAP ETF |
| DIMENSIONAL ETF TRUST | 2702280 | 130222855 | US MKTWIDE VALUE |
| QUALCOMM INC | 696767 | 127564563 | COM |
| T-MOBILE US INC | 640661 | 127042805 | COM |
| MCDONALDS CORP | 419510 | 127029776 | COM |
| ISHARES INC | 1803183 | 126637565 | CORE MSCI EMKT |
| AMGEN INC | 378221 | 125859046 | COM |
| AMERICAN EXPRESS CO | 326407 | 125278816 | COM |
| CHUBB LIMITED | 406365 | 124961427 | COM |
| INVESCO EXCHANGE TRADED FD T | 2589251 | 124620668 | RAFI US 1000 ETF |
| AMPLIFY ETF TR | 2743905 | 124438518 | CWP ENHANCED DIV |
| DIMENSIONAL ETF TRUST | 2013264 | 124198249 | US TARGETED VLU |
| SCHWAB CHARLES CORP | 1152841 | 119396453 | COM |
| DIMENSIONAL ETF TRUST | 1576055 | 118905883 | US EQUITY MARKET |
| SPDR GOLD TR | 287762 | 118902999 | GOLD SHS |
| VANGUARD BD INDEX FDS | 1497010 | 116796686 | INTERMED TERM |
| CORNING INC | 1286320 | 114742584 | COM |
| NEUBERGER BERMAN ETF TRUST | 4878745 | 113530730 | COMMODITY STRATE |
| COSTCO WHSL CORP NEW | 126402 | 112972868 | COM |
| INVESCO EXCHANGE TRADED FD T | 583665 | 111942600 | S&P500 EQL WGT |
| WISDOMTREE TR | 1225780 | 111092460 | US QTLY DIV GRT |
| DISNEY WALT CO | 968401 | 111049601 | COM |
| ISHARES TR | 1114057 | 109512533 | MSCI EAFE ETF |
| DIMENSIONAL ETF TRUST | 2812155 | 108296096 | US HIGH PROFITAB |
| MOTOROLA SOLUTIONS INC | 284418 | 108295003 | COM NEW |
| VANGUARD INDEX FDS | 398194 | 107277317 | SMALL CP ETF |
| 3M CO | 643543 | 106973553 | COM |
| VANGUARD BD INDEX FDS | 1441348 | 106919228 | TOTAL BND MRKT |
| DIMENSIONAL ETF TRUST | 2191192 | 104454146 | US CORE EQT MKT |
| INNOVATOR ETFS TRUST | 2334128 | 103603523 | US EQTY PWR BUF |
| REPUBLIC SVCS INC | 486699 | 102575553 | COM |
| DIMENSIONAL ETF TRUST | 2019437 | 102203717 | INTERNATNAL VAL |
| SCHWAB STRATEGIC TR | 3109536 | 102117163 | US LCAP GR ETF |
| GLOBAL X FDS | 2666611 | 101864532 | ADAPTIVE US RISK |
| J P MORGAN EXCHANGE TRADED F | 2137936 | 101380947 | CORE PLUS BD ETF |
| THORNBURG ETF TR | 3151182 | 100632997 | INTL EQUITY ETF |
| LOWES COS INC | 405559 | 100152925 | COM |
| VANGUARD INDEX FDS | 455082 | 100122690 | SM CP VAL ETF |
| CATERPILLAR INC | 157290 | 98540093 | COM |
| NEOS ETF TRUST | 3197675 | 97153672 | FIS BRIGHT PORT |
| CAPITAL GROUP GROWTH ETF | 2123336 | 96484369 | SHS CREATION UNI |
| CENCORA INC | 277768 | 96171982 | COM |
| LOCKHEED MARTIN CORP | 181311 | 94974873 | COM |
| RBB FD INC | 1855333 | 92599676 | US TREAS 3 MNTH |
| SCHWAB STRATEGIC TR | 3951537 | 92465976 | US AGGREGATE B |
| SPDR INDEX SHS FDS | 2018443 | 92040996 | PORTFOLIO DEVLPD |
| PROGRESSIVE CORP | 433312 | 92003822 | COM |
| TEXAS INSTRS INC | 478113 | 91928444 | COM |
| PHILIP MORRIS INTL INC | 592681 | 91840289 | COM |
| VANGUARD MUN BD FDS | 1817280 | 91702493 | TAX EXEMPT BD |
| ACCENTURE PLC IRELAND | 327432 | 91289669 | SHS CLASS A |
| RBB FUND TRUST | 1911699 | 90958624 | FIRST EAGLE GBL |
| HARBOR ETF TRUST | 2874696 | 90150460 | LONG TERM GROWER |
| UBIQUITI INC | 155916 | 88815410 | COM |
| ISHARES TR | 821289 | 88222843 | NATIONAL MUN ETF |
| SELECT SECTOR SPDR TR | 597132 | 87577307 | STATE STREET TEC |
| UNITEDHEALTH GROUP INC | 249920 | 87354387 | COM |
| MORGAN STANLEY ETF TRUST | 1712662 | 87225884 | EATON VANCE ULTR |
| PFIZER INC | 3414548 | 86840544 | COM |
| DUKE ENERGY CORP NEW | 735080 | 86706419 | COM NEW |
| JANUS DETROIT STR TR | 1893478 | 86588762 | HENDERSON MTG |
| PACER FDS TR | 1401445 | 86286997 | US CASH COWS 100 |
| VERIZON COMMUNICATIONS INC | 2138718 | 86247487 | COM |
| MEDTRONIC PLC | 855915 | 86134570 | SHS |
| PALO ALTO NETWORKS INC | 460550 | 85947949 | COM |
| ISHARES TR | 858615 | 85724170 | RUS MID CAP ETF |
| PIMCO ETF TR | 3200786 | 85685053 | MULTISECTOR BD |
| SSGA ACTIVE ETF TR | 2117423 | 85395678 | STATE STREET DOU |
| NETFLIX INC | 942443 | 85363009 | COM |
| INTUITIVE SURGICAL INC | 140963 | 84148602 | COM NEW |
| BRISTOL-MYERS SQUIBB CO | 1533355 | 84074650 | COM |
| T ROWE PRICE ETF INC | 2151801 | 83296214 | CAP APPRECIATION |
| THERMO FISHER SCIENTIFIC INC | 133345 | 83269435 | COM |
| ASTERA LABS INC | 516868 | 83181091 | COM |
| NORTHROP GRUMMAN CORP | 136173 | 83145526 | COM |
| PUTNAM ETF TRUST | 8342735 | 83093640 | FRANKLIN SHT TRM |
| ANALOG DEVICES INC | 275311 | 82396959 | COM |
| D R HORTON INC | 569423 | 82252793 | COM |
| AT&T INC | 3369867 | 82015471 | COM |
| BOEING CO | 351872 | 80983258 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 1818650 | 80657125 | SHS CREATION UNI |
| J P MORGAN EXCHANGE TRADED F | 861417 | 80628669 | ACTIVE GROWTH |
| SIMPLIFY EXCHANGE TRADED FUN | 2892787 | 80161977 | MANAGED FUTURES |
| PIMCO ETF TR | 1608419 | 80034911 | MTG BKD SECS ACT |
| J P MORGAN EXCHANGE TRADED F | 1373826 | 79613240 | EQUITY PREMIUM |
| UNITED PARCEL SERVICE INC | 759069 | 79304941 | CL B |
| EA SERIES TRUST | 2499150 | 78960633 | CAMBRIA ENDOWM |
| TAIWAN SEMICONDUCTOR MFG LTD | 236527 | 78835067 | SPONSORED ADS |
| SCHWAB STRATEGIC TR | 3177583 | 77469478 | SHT TM US TRES |
| GILEAD SCIENCES INC | 633185 | 77218827 | COM |
| FIRST TR EXCH TRADED FD III | 1604484 | 76993102 | MUNI HI INCM ETF |
| VERISIGN INC | 308091 | 75922302 | COM |
| SCHWAB STRATEGIC TR | 2234723 | 75846504 | EMRG MKTEQ ETF |
| BLACKSTONE INC | 465613 | 75741029 | COM |
| DIMENSIONAL ETF TRUST | 1925835 | 75049790 | INTL CORE EQT MK |
| ISHARES TR | 598634 | 74505961 | S&P 500 GRWT ETF |
| PNC FINL SVCS GROUP INC | 340307 | 74220243 | COM |
| SCHWAB STRATEGIC TR | 2775960 | 74118132 | US BRD MKT ETF |
| HCA HEALTHCARE INC | 152027 | 73544825 | COM |
| CAPITAL GROUP CORE BALANCED | 2029102 | 73128854 | SHS |
| ISHARES TR | 1352130 | 73001526 | ISHS 5-10YR INVT |
| VANGUARD WHITEHALL FDS | 493191 | 72380732 | HIGH DIV YLD |
| CAPITAL GROUP GBL GROWTH EQT | 2015534 | 72337515 | SHS CREATION UNI |
| INVESCO EXCH TRADED FD TR II | 594032 | 71907587 | S&P 500 MOMNTM |
| ISHARES TR | 344822 | 69967863 | MSCI USA QLT FCT |
| GENERAL DYNAMICS CORP | 192131 | 69646247 | COM |
| COCA COLA CO | 1025223 | 69558919 | COM |
| ISHARES TR | 459541 | 69523981 | CORE S&P TTL STK |
| AMERICAN CENTY ETF TR | 601966 | 68955171 | US EQT ETF |
| VANGUARD INDEX FDS | 228092 | 68288422 | MID CAP ETF |
| SCHWAB STRATEGIC TR | 2572462 | 68247178 | US TIPS ETF |
| JANUS DETROIT STR TR | 1306604 | 68217782 | HENDERSON SECURI |
| SCHWAB STRATEGIC TR | 2680531 | 67281340 | INT-TRM U.S TRES |
| GOLDMAN SACHS ETF TR | 500324 | 67213539 | ACTIVEBETA US LG |
| HONEYWELL INTL INC | 321976 | 66368435 | COM |
| J P MORGAN EXCHANGE TRADED F | 1268731 | 64692607 | ULTRA SHT MUNCPL |
| VANGUARD WORLD FD | 83687 | 64264164 | INF TECH ETF |
| SERVICENOW INC | 426331 | 63463355 | COM |
| CROWDSTRIKE HLDGS INC | 140411 | 63076214 | CL A |
| TRAVELERS COMPANIES INC | 219988 | 62731539 | COM |
| AIR PRODS & CHEMS INC | 241953 | 62622140 | COM |
| GOLDMAN SACHS GROUP INC | 64795 | 62357861 | COM |
| AUTOMATIC DATA PROCESSING IN | 238037 | 62159914 | COM |
| INVESCO EXCH TRD SLF IDX FD | 983699 | 61982896 | RUSL 1000 DYNM |
| HUNTINGTON INGALLS INDS INC | 168205 | 61841872 | COM |
| VANGUARD SCOTTSDALE FDS | 1311166 | 61782126 | MTG-BKD SECS ETF |
| APPLIED MATLS INC | 199504 | 61628251 | COM |
| FASTENAL CO | 1474717 | 61273322 | COM |
| ISHARES TR | 179568 | 60577220 | RUS 2000 GRW ETF |
| CME GROUP INC | 223986 | 60208038 | COM |
| ADOBE INC | 177964 | 60015176 | COM |
| HARTFORD FDS EXCHANGE TRADED | 1753407 | 59940227 | TOTAL RTRN ETF |
| VANGUARD INDEX FDS | 187270 | 59785811 | LARGE CAP ETF |
| AMERICAN BEACON SELECT FUNDS | 1296940 | 59750031 | GLG NATURAL RESO |
| SOUTHERN CO | 681942 | 59689705 | COM |
| STRYKER CORPORATION | 155263 | 57790306 | COM |
| VANGUARD WORLD FD | 138870 | 57397077 | MEGA GRWTH IND |
| JANUS DETROIT STR TR | 1105734 | 55950142 | HENDRSON AAA CL |
| TEREX CORP NEW | 951598 | 55883112 | COM |
| WW GRAINGER INC | 54215 | 55795181 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 86951 | 54695562 | UTSER1 S&PDCRP |
| AEROVIRONMENT INC | 172238 | 54604721 | COM |
| INVESCO LTD | 1921158 | 54276175 | SHS |
| DANAHER CORPORATION | 226455 | 53583682 | COM |
| SALESFORCE INC | 199339 | 53033341 | COM |
| MICRON TECHNOLOGY INC | 147193 | 52020828 | COM |
| BANK NEW YORK MELLON CORP | 424838 | 51538676 | COM |
| ALLSTATE CORP | 245285 | 51031765 | COM |
| AMERICAN ELEC PWR CO INC | 439742 | 50600674 | COM |
| US BANCORP DEL | 900315 | 50447361 | COM NEW |
| ALTRIA GROUP INC | 924800 | 50091603 | COM |
| ISHARES TR | 222565 | 49969938 | RUSSELL 2000 ETF |
| CITIGROUP INC | 409000 | 49965391 | COM NEW |
| EMERSON ELEC CO | 337079 | 49500461 | COM |
| BERKSHIRE HATHAWAY INC DEL | 66 | 49367000 | CL A |
| SPDR DOW JONES INDL AVERAGE | 99157 | 49056734 | UT SER 1 |
| DEERE & CO | 97917 | 48614226 | COM |
| PACCAR INC | 414847 | 48570259 | COM |
| TWO RDS SHARED TR | 3202544 | 48422470 | CONDCTR GBL EQTY |
| MASCO CORP | 732794 | 48408276 | COM |
| FLOWSERVE CORP | 659616 | 48021171 | COM |
| S&P GLOBAL INC | 88899 | 47996064 | COM |
| PROFESIONALLY MANAGED PORTFO | 719197 | 47891328 | AKRE FOCUS ETF |
| CAPITAL GRP FIXED INCM ETF T | 1728042 | 47884048 | US MULTI-SECTOR |
| DEVON ENERGY CORP NEW | 1327530 | 47635660 | COM |
| PRINCIPAL EXCHANGE TRADED FD | 796011 | 47529798 | PRIN U S SMALL |
| PUTNAM ETF TRUST | 1013832 | 47457460 | FOCUSED LAR CAP |
| ISHARES TR | 451423 | 47277518 | CORE S&P US VLU |
| ISHARES TR | 567526 | 47048536 | 1 3 YR TREAS BD |
| MGIC INVT CORP WIS | 1621230 | 46949803 | COM |
| TOLL BROTHERS INC | 343048 | 46683806 | COM |
| NEXTERA ENERGY INC | 574114 | 46520389 | COM |
| ADVANCED MICRO DEVICES INC | 222021 | 46487686 | COM |
| ISHARES TR | 245809 | 46199712 | RUS 2000 VAL ETF |
| F5 INC | 168321 | 45547331 | COM |
| DBX ETF TR | 1933451 | 45310430 | XTRACKERS RISK M |
| ABRDN PRECIOUS METALS BASKET | 202440 | 45253390 | PHYSCL PRECS MET |
| PIMCO ETF TR | 483862 | 45124954 | ACTIVE BD ETF |
| VANGUARD INDEX FDS | 245109 | 44747026 | MCAP VL IDXVIP |
| HARRIS OAKMARK ETF TRUST | 1541924 | 44715803 | OAKMARK U S LRG |
| ROBINHOOD MKTS INC | 365551 | 44476576 | COM CL A |
| AMERICAN CENTY ETF TR | 415787 | 44135810 | US SML CP VALU |
| ISHARES TR | 305603 | 44113808 | MSCI ACWI ETF |
| VANGUARD SCOTTSDALE FDS | 359871 | 44051830 | VNG RUS1000GRW |
| BOOKING HOLDINGS INC | 8215 | 43934425 | COM |
| PIMCO ETF TR | 433295 | 43498450 | ENHAN SHRT MA AC |
| VANGUARD INDEX FDS | 149851 | 43263443 | MCAP GR IDXVIP |
| ASML HOLDING N V | 34766 | 43249078 | N Y REGISTRY SHS |
| REALTY INCOME CORP | 749649 | 43041835 | COM |
| DIMENSIONAL ETF TRUST | 1256826 | 42694384 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 1205696 | 42681640 | US LARGE CAP VAL |
| ANGLOGOLD ASHANTI PLC | 454950 | 42640502 | COM SHS |
| XCEL ENERGY INC | 572498 | 42612666 | COM |
| VANGUARD BD INDEX FDS | 529102 | 41730212 | SHORT TRM BOND |
| TRUIST FINL CORP | 812388 | 41578000 | COM |
| INTERACTIVE BROKERS GROUP IN | 569884 | 41541839 | COM CL A |
| FEDEX CORP | 133262 | 41133254 | COM |
| BLACKROCK INC | 37038 | 40999831 | COM |
| ISHARES TR | 580068 | 40993396 | CORE DIV GRWTH |
| KLA CORP | 29233 | 40819023 | COM NEW |
| J P MORGAN EXCHANGE TRADED F | 634385 | 40797299 | US QUALTY FCTR |
| STRATEGY SHS | 1453327 | 40169948 | EVENTIDE US MRKT |
| SPROTT ASSET MANAGEMENT LP | 1171451 | 40169054 | PHYSICAL GOLD TR |
| STARBUCKS CORP | 438313 | 39537613 | COM |
| VANGUARD SCOTTSDALE FDS | 493398 | 39392858 | SHRT TRM CORP BD |
| VANGUARD INTL EQUITY INDEX F | 517743 | 39224241 | ALLWRLD EX US |
| ISHARES GOLD TR | 459391 | 39114126 | ISHARES NEW |
| GLOBAL X FDS | 736031 | 38752043 | ARTIFICIAL ETF |
| WISDOMTREE TR | 761791 | 38356183 | FLOATNG RAT TREA |
| SPDR INDEX SHS FDS | 792835 | 38301870 | PORTFOLIO EMG MK |
| ARISTA NETWORKS INC | 288438 | 38137796 | COM SHS |
| VERTEX PHARMACEUTICALS INC | 81246 | 38075243 | COM |
| ENTERPRISE PRODS PARTNERS L | 1194956 | 37915963 | COM |
| VANECK ETF TRUST | 355411 | 37816541 | MRNGSTR WDE MOAT |
| SHERWIN WILLIAMS CO | 124972 | 37456244 | COM |
| AMPHENOL CORP NEW | 259715 | 37182989 | CL A |
| ROCKET LAB CORP | 428717 | 36927292 | COM |
| UNION PAC CORP | 156467 | 36693044 | COM |
| PIMCO ETF TR | 724387 | 36617780 | SHTRM MUN BD ACT |
| WELLTOWER INC | 195052 | 36214344 | COM |
| LINDE PLC | 81554 | 35886634 | SHS |
| AMERICAN TOWER CORP NEW | 203968 | 35860281 | COM |
| CAPITAL ONE FINL CORP | 135865 | 35762600 | COM |
| YUM BRANDS INC | 235038 | 35720918 | COM |
| ISHARES TR | 673413 | 35650491 | ISHS 1-5YR INVS |
| EQT CORP | 664946 | 35514761 | COM |
| J P MORGAN EXCHANGE TRADED F | 601260 | 35396196 | NASDAQ EQT PREM |
| CVS HEALTH CORP | 436076 | 35202345 | COM |
| ISHARES TR | 152196 | 35037118 | US AER DEF ETF |
| INTEL CORP | 857225 | 34409383 | COM |
| GOLDMAN SACHS ETF TR | 639142 | 33925649 | NASDAQ-100 PREMI |
| CAPITAL GRP FIXED INCM ETF T | 1481704 | 33590233 | CORE PLUS INCM |
| T ROWE PRICE ETF INC | 898723 | 33576286 | SMALL MID CAP |
| WISDOMTREE TR | 351911 | 33568809 | WISDOMTREE US VA |
| VANGUARD SCOTTSDALE FDS | 399219 | 33513033 | INT-TERM CORP |
| DIMENSIONAL ETF TRUST | 980120 | 33510293 | US SMALL CAP VAL |
| ECOLAB INC | 121274 | 32944213 | COM |
| ISHARES TR | 377912 | 32901030 | CORE MSCI TOTAL |
| EXPEDITORS INTL WASH INC | 207392 | 32702932 | COM |
| J P MORGAN EXCHANGE TRADED F | 470166 | 32638905 | DIV RTN INT EQ |
| ISHARES TR | 1033738 | 32518488 | PFD AND INCM SEC |
| ISHARES TR | 266753 | 32514578 | CORE HIGH DV ETF |
| ISHARES TR | 270784 | 32361064 | 3 7 YR TREAS BD |
| KROGER CO | 523922 | 32345867 | COM |
| INVESCO EXCHANGE TRADED FD T | 435326 | 32279442 | S&P SMLCP MOMENT |
| RADIAN GROUP INC | 896994 | 32241658 | COM |
| VANGUARD INDEX FDS | 100451 | 31911139 | SML CP GRW ETF |
| ISHARES TR | 210381 | 31813889 | ESG AWR MSCI USA |
| EBAY INC. | 347162 | 31786568 | COM |
| ASTRAZENECA PLC | 332638 | 31656520 | SPONSORED ADR |
| ILLINOIS TOOL WKS INC | 123369 | 31646067 | COM |
| PARKER-HANNIFIN CORP | 33126 | 31519471 | COM |
| QUANTA SVCS INC | 71161 | 31268900 | COM |
| ISHARES TR | 254439 | 31257800 | ESG MSCI LEADR |
| CARRIER GLOBAL CORPORATION | 584258 | 31223798 | COM |
| MONDELEZ INTL INC | 591815 | 31167748 | CL A |
| WEC ENERGY GROUP INC | 293171 | 31061492 | COM |
| CONSOLIDATED EDISON INC | 312494 | 31047782 | COM |
| ISHARES TR | 212133 | 30787365 | SELECT DIVID ETF |
| NEWMONT CORP | 280920 | 30774811 | COM |
| VANGUARD SCOTTSDALE FDS | 549181 | 30666260 | LONG TERM TREAS |
| VANGUARD SCOTTSDALE FDS | 97516 | 30620863 | VNG RUS1000IDX |
| GMO ETF TRUST | 760417 | 30188549 | GMO US QUALITY E |
| OLD REP INTL CORP | 708917 | 30158596 | COM |
| PEGASYSTEMS INC | 498713 | 29962999 | COM |
| THE ALGER ETF TRUST | 1343240 | 29954255 | MID CAP 40 ETF |
| KINDER MORGAN INC DEL | 1135863 | 29523236 | COM |
| MICROCHIP TECHNOLOGY INC. | 391532 | 29313969 | COM |
| CSX CORP | 808235 | 29241643 | COM |
| MOELIS & CO | 381458 | 29215845 | CL A |
| AMETEK INC | 136049 | 29154328 | COM |
| DIMENSIONAL ETF TRUST | 396997 | 28797670 | US SMALL CAP ETF |
| INTUIT | 42819 | 28748060 | COM |
| CAPITAL GROUP CORE EQUITY ET | 700200 | 28701203 | SHS CREATION UNI |
| CUMMINS INC | 52065 | 28491212 | COM |
| VANECK MERK GOLD ETF | 654711 | 28322799 | GOLD SHS |
| INVESCO EXCH TRADED FD TR II | 394966 | 28295350 | S&P500 LOW VOL |
| ISHARES TR | 264654 | 28289176 | SHRT NAT MUN ETF |
| AFLAC INC | 252663 | 28287649 | COM |
| ISHARES TR | 488351 | 28114379 | CRE U S REIT ETF |
| ISHARES TR | 488586 | 28006609 | MSCI EMG MKT ETF |
| VANECK ETF TRUST | 593125 | 27989555 | INTRMDT MUNI ETF |
| ISHARES TR | 233428 | 27712520 | SP SMCP600VL ETF |
| VISTRA CORP | 163258 | 27685584 | COM |
| VERTIV HOLDINGS CO | 157712 | 27599706 | COM CL A |
| INVESCO EXCHANGE TRADED FD T | 579102 | 27536320 | RAFI US 1500 |
| ISHARES TR | 571004 | 27362371 | ESG AWR US AGRGT |
| CONOCOPHILLIPS | 282461 | 27315460 | COM |
| INVESCO EXCH TRADED FD TR II | 537373 | 27102309 | DORSEY WRGT DVLP |
| DOMINION ENERGY INC | 461480 | 27098128 | COM |
| THE CIGNA GROUP | 95023 | 27067545 | COM |
| ROLLINS INC | 451831 | 26891548 | COM |
| VANGUARD SCOTTSDALE FDS | 455495 | 26771708 | SHORT TERM TREAS |
| NOVARTIS AG | 186406 | 26603358 | SPONSORED ADR |
| AMDOCS LTD | 324484 | 26584771 | SHS |
| WISDOMTREE TR | 477701 | 26574511 | US EFFICIENT COR |
| SELECT SECTOR SPDR TR | 652916 | 26573691 | STATE STREET REA |
| SELECT SECTOR SPDR TR | 166161 | 26272767 | STATE STREET HEA |
| VANGUARD INDEX FDS | 289464 | 25883028 | REAL ESTATE ETF |
| CAPITAL GROUP CONSERVATIVE E | 828462 | 25682317 | SHS |
| APPFOLIO INC | 109089 | 25621572 | COM CL A |
| DIMENSIONAL ETF TRUST | 750940 | 25216552 | WORLD EX US CORE |
| EXELON CORP | 572116 | 25198411 | COM |
| UBER TECHNOLOGIES INC | 293164 | 25101283 | COM |
| ISHARES TR | 346209 | 25065501 | EAFE VALUE ETF |
| CINCINNATI FINL CORP | 154598 | 25063809 | COM |
| HARTFORD INSURANCE GROUP INC | 182453 | 24971127 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 666796 | 24891478 | HEALTH CARE ETF |
| SHOPIFY INC | 146156 | 24842301 | CL A SUB VTG SHS |
| PUBLIC STORAGE OPER CO | 91798 | 24828539 | COM |
| VICI PPTYS INC | 891188 | 24816838 | COM |
| WILLIAMS COS INC | 416911 | 24806229 | COM |
| ISHARES TR | 639161 | 24799428 | MSCI INTL VLU FT |
| AMPLIFY ETF TR | 305744 | 24642999 | AMPLIFY CYBERSEC |
| COMCAST CORP NEW | 899231 | 24630053 | CL A |
| AMERICAN INTL GROUP INC | 317332 | 24611685 | COM NEW |
| FIRST TR EXCHANGE-TRADED FD | 409706 | 24561883 | FIRST TR ENH NEW |
| ISHARES TR | 252049 | 24552339 | ESG AW MSCI EAFE |
| ISHARES TR | 119953 | 24270145 | U.S. TECH ETF |
| WORLD GOLD TR | 272701 | 24259442 | SPDR GLD MINIS |
| SNAP ON INC | 67146 | 24022913 | COM |
| DIMENSIONAL ETF TRUST | 617133 | 23858373 | INTL SMALL CAP V |
| FIRST TR EXCHANGE-TRADED FD | 595961 | 23707348 | SMID RISNG ETF |
| CRH PLC | 183052 | 23695850 | ORD |
| ISHARES BITCOIN TRUST ETF | 622155 | 23663943 | SHS BEN INT |
| AMCOR PLC | 2760659 | 23662702 | ORD |
| EOG RES INC | 223689 | 23471419 | COM |
| VANGUARD WORLD FD | 92420 | 23459002 | MEGA CAP INDEX |
| ENBRIDGE INC | 512637 | 23429901 | COM |
| FIRST TR EXCHANGE-TRADED FD | 473217 | 23389790 | SHS |
| SHELL PLC | 320123 | 23324650 | SPON ADS |
| COLGATE PALMOLIVE CO | 301550 | 23281044 | COM |
| WISDOMTREE TR | 331892 | 23239046 | INTL EQUITY FD |
| ISHARES TR | 225867 | 23148641 | 0-5 YR TIPS ETF |
| NIKE INC | 351984 | 23006177 | CL B |
| SNOWFLAKE INC | 97397 | 22964766 | COM SHS |
| NEUBERGER BERMAN ETF TRUST | 447327 | 22914328 | SHORT DURATION I |
| SELECT SECTOR SPDR TR | 497537 | 22707589 | STATE STREET ENE |
| PRINCIPAL EXCHANGE TRADED FD | 1188051 | 22691783 | SPECTRUM PFD |
| SPROTT ASSET MANAGEMENT LP | 838636 | 22534151 | PHYSICAL SILVER |
| PAYCHEX INC | 202446 | 22523030 | COM |
| ISHARES TR | 990835 | 22511761 | 20+ YEAR TR BD |
| INVESCO EXCHANGE TRADED FD T | 156167 | 22333481 | S&P MDCP MOMNTUM |
| WISDOMTREE TR | 469488 | 22311317 | EMER MKT HIGH FD |
| VANGUARD SCOTTSDALE FDS | 234372 | 22270021 | VNG RUS1000VAL |
| SELECT SECTOR SPDR TR | 391135 | 22092481 | STATE STREET FIN |
| INVESTMENT MANAGERS SER TR I | 416531 | 21894105 | AXS KNOWLEDGE LE |
| CENTENE CORP DEL | 473768 | 21770318 | COM |
| AMERICAN CENTY ETF TR | 269271 | 21587434 | AVANTIS EMGMKT |
| CAPITAL GRP FIXED INCM ETF T | 828597 | 21576665 | SHORT DURATION |
| CINTAS CORP | 114750 | 21501792 | COM |
| EXPEDIA GROUP INC | 71273 | 21417054 | COM NEW |
| DIMENSIONAL ETF TRUST | 483033 | 21401541 | US SUSTAINABILTY |
| ISHARES TR | 98635 | 21333846 | S&P 500 VAL ETF |
| FIRST TR EXCHANGE TRADED FD | 293601 | 21253762 | RISNG DIVD ACHIV |
| MARATHON PETE CORP | 124746 | 21227549 | COM |
| PACER FDS TR | 580577 | 21098174 | US LRG CP CASH |
| SELECT SECTOR SPDR TR | 491486 | 21089661 | STATE STREET UTI |
| SELECT SECTOR SPDR TR | 210154 | 20926895 | STATE STREET CON |
| FIRST TR EXCHANGE-TRADED FD | 1177458 | 20888105 | WCM INTL EQUITY |
| LENNAR CORP | 196300 | 20883323 | CL A |
| GALLAGHER ARTHUR J & CO | 78590 | 20650006 | COM |
| PHILLIPS 66 | 151226 | 20574894 | COM |
| FREEPORT-MCMORAN INC | 351015 | 20561427 | CL B |
| WP CAREY INC | 317530 | 20445789 | COM |
| FRANKLIN TEMPLETON ETF TR | 718490 | 20369188 | INCOME FOCUS ETF |
| ISHARES TR | 213449 | 20341710 | MBS ETF |
| ALPS ETF TR | 434195 | 20285593 | ALERIAN MLP |
| NORFOLK SOUTHN CORP | 68259 | 20100012 | COM |
| DONALDSON INC | 216645 | 19966011 | COM |
| J P MORGAN EXCHANGE TRADED F | 368627 | 19935336 | ACTIVE BOND ETF |
| TRANE TECHNOLOGIES PLC | 52339 | 19914092 | SHS |
| GENERAL MTRS CO | 242157 | 19884622 | COM |
| ISHARES TR | 179740 | 19784562 | TIPS BD ETF |
| FIDELITY COVINGTON TRUST | 714991 | 19712289 | DISRUPTIVE MEDIC |
| COGNIZANT TECHNOLOGY SOLUTIO | 219149 | 19595606 | CL A |
| ISHARES TR | 192210 | 19568865 | 10-20 YR TRS ETF |
| CONSTELLATION ENERGY CORP | 62254 | 19553469 | COM |
| ONEOK INC NEW | 275868 | 19550744 | COM |
| TRACTOR SUPPLY CO | 388193 | 19531895 | COM |
| COMFORT SYS USA INC | 18706 | 19370178 | COM |
| AUTODESK INC | 66000 | 19357853 | COM |
| VANGUARD CHARLOTTE FDS | 395960 | 19180312 | TOTAL INT BD ETF |
| ISHARES TR | 292731 | 18851880 | U.S. MED DVC ETF |
| METLIFE INC | 232273 | 18848972 | COM |
| ISHARES TR | 170047 | 18785115 | IBOXX INV CP ETF |
| PACER FDS TR | 477121 | 18765158 | DEVELOPED MRKT |
| AUTOZONE INC | 5746 | 18645015 | COM |
| PIMCO ETF TR | 192736 | 18505519 | ENHNCD LW DUR AC |
| BECTON DICKINSON & CO | 89574 | 18457896 | COM |
| VANGUARD WHITEHALL FDS | 197946 | 18395142 | INTL DVD ETF |
| TARGET CORP | 175443 | 18321709 | COM |
| KKR & CO INC | 134135 | 18220972 | COM |
| IDEXX LABS INC | 25694 | 18169520 | COM |
| JACOBS SOLUTIONS INC | 132296 | 18168680 | COM |
| VALERO ENERGY CORP | 103060 | 18121390 | COM |
| EDISON INTL | 299205 | 18101104 | COM |
| ISHARES TR | 153034 | 18053443 | EAFE GRWTH ETF |
| OREILLY AUTOMOTIVE INC | 198961 | 17972476 | COM |
| RESTAURANT BRANDS INTL INC | 262765 | 17787147 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 351358 | 17736541 | MBS ETF |
| ENERGY TRANSFER L P | 1091436 | 17735842 | COM UT LTD PTN |
| ATLASSIAN CORPORATION | 110650 | 17595018 | CL A |
| REGENERON PHARMACEUTICALS | 22363 | 17535942 | COM |
| SPDR INDEX SHS FDS | 472839 | 17490305 | MSCI ACWI EXUS |
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