World Investment Advisors - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, World Investment Advisors held in its portfolio 500 assets valued at $5,225,895,885 (i.e. $5.23B).
The most valuable assets in the portfolio included: APPLE INC ($202.22M), SPDR SERIES TRUST ($167.71M), and VANGUARD INDEX FDS ($150.31M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
World Investment Advisors - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 877186 | 202222226 | COM |
| SPDR SERIES TRUST | 2949230 | 167705590 | STATE STREET SPD |
| VANGUARD INDEX FDS | 267475 | 150306649 | S&P 500 ETF SHS |
| MICROSOFT CORP | 272424 | 111036750 | COM |
| VANGUARD BD INDEX FDS | 1098909 | 81797809 | SHORT TRM BOND |
| ALPHABET INC | 274761 | 78874654 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 246018 | 75343421 | COM |
| AMAZON COM INC | 379531 | 71483199 | COM |
| NVIDIA CORPORATION | 475581 | 65105718 | COM |
| ALPHABET INC | 190654 | 55014719 | CAP STK CL C |
| META PLATFORMS INC | 93212 | 53391590 | CL A |
| ISHARES TR | 530908 | 53253286 | S&P 500 GRWT ETF |
| BROADCOM INC | 177710 | 52687588 | COM |
| ISHARES TR | 994418 | 50417000 | 0-5YR INVT GR CP |
| VANGUARD BD INDEX FDS | 642062 | 47739349 | INTERMED TERM |
| CHURCH & DWIGHT CO INC | 558887 | 46847731 | COM |
| AMERICAN CENTY ETF TR | 413937 | 46269905 | US EQT ETF |
| INVESCO QQQ TR | 91277 | 46247588 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 1695498 | 44993923 | US LRG CAP ETF |
| SPDR S&P 500 ETF TR | 78755 | 42029963 | TR UNIT |
| ISHARES TR | 491639 | 40666388 | CORE MSCI EAFE |
| ISHARES TR | 240141 | 37445787 | S&P 500 VAL ETF |
| ISHARES TR | 461681 | 37166555 | CORE MSCI TOTAL |
| VISA INC | 119198 | 37047406 | COM CL A |
| ISHARES TR | 95079 | 36757580 | CORE S&P500 ETF |
| ISHARES TR | 345191 | 35155277 | 0-5 YR TIPS ETF |
| ISHARES TR | 300601 | 34155871 | SP SMCP600VL ETF |
| ISHARES TR | 255860 | 33627771 | S&P MC 400VL ETF |
| WALMART INC | 320214 | 32934538 | COM |
| EXXON MOBIL CORP | 303136 | 29362866 | COM |
| JOHNSON & JOHNSON | 161343 | 29064205 | COM |
| SCHWAB STRATEGIC TR | 980974 | 28503032 | US LCAP VA ETF |
| DIMENSIONAL ETF TRUST | 715468 | 27134913 | INTL CORE EQT MK |
| ABBVIE INC | 127623 | 26592452 | COM |
| ISHARES TR | 292162 | 26552358 | CORE US AGGBD ET |
| ISHARES TR | 244728 | 26218901 | CORE S&P SCP ETF |
| BERKSHIRE HATHAWAY INC DEL | 72764 | 25818101 | CL B NEW |
| HOME DEPOT INC | 80169 | 24876149 | COM |
| VANGUARD INDEX FDS | 125279 | 24696657 | SM CP VAL ETF |
| VANGUARD TAX-MANAGED FDS | 573388 | 24660913 | VAN FTSE DEV MKT |
| ISHARES TR | 323423 | 24213436 | RUSEL 2500 ETF |
| VANGUARD INDEX FDS | 134737 | 23650861 | MCAP VL IDXVIP |
| BERKSHIRE HATHAWAY INC DEL | 31 | 23398800 | CL A |
| ELI LILLY & CO | 24198 | 22536111 | COM |
| VANGUARD INDEX FDS | 99246 | 22451230 | TOTAL STK MKT |
| INVESCO EXCH TRADED FD TR II | 86207 | 21076291 | NASDAQ 100 ETF |
| SPROTT ASSET MANAGEMENT LP | 889940 | 20879569 | PHYSICAL SILVER |
| APPLIED MATLS INC | 82296 | 20819550 | COM |
| SCHWAB STRATEGIC TR | 848866 | 20406740 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 1003044 | 20258577 | US LCAP GR ETF |
| SALESFORCE INC | 72134 | 18608851 | COM |
| IQVIA HLDGS INC | 81682 | 18392823 | COM |
| SCHWAB CHARLES CORP | 184953 | 18329872 | COM |
| AMERICAN CENTY ETF TR | 195512 | 18287372 | INTL SMCP VLU |
| ISHARES TR | 196356 | 18037120 | NATIONAL MUN ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 66510 | 17055953 | SPONSORED ADS |
| MORGAN STANLEY ETF TRUST | 235536 | 16793717 | CALVERT INTERNAT |
| VANGUARD INDEX FDS | 64917 | 16739171 | MID CAP ETF |
| INTERNATIONAL BUSINESS MACHS | 66135 | 16487038 | COM |
| ISHARES INC | 224774 | 16298164 | MSCI EMRG CHN |
| AMERICAN CENTY ETF TR | 196609 | 16184820 | INTL EQT ETF |
| COSTCO WHSL CORP NEW | 20081 | 15834504 | COM |
| MEDTRONIC PLC | 167403 | 15700325 | SHS |
| VERIZON COMMUNICATIONS INC | 466396 | 15664069 | COM |
| BOOKING HOLDINGS INC | 3065 | 15565550 | COM |
| FIDELITY COVINGTON TRUST | 282582 | 15449769 | HIGH DIVID ETF |
| FIDELITY MERRIMACK STR TR | 348396 | 15317781 | TOTAL BD ETF |
| INNOVATOR ETFS TRUST | 518464 | 15237180 | US EQTY PWR BUF |
| TESLA INC | 47332 | 15227685 | COM |
| MOTOROLA SOLUTIONS INC | 41070 | 14987137 | COM NEW |
| ANALOG DEVICES INC | 55303 | 14902281 | COM |
| EATON CORP PLC | 48392 | 14875977 | SHS |
| INVESCO EXCHANGE TRADED FD T | 314210 | 14742723 | RAFI US 1000 ETF |
| ISHARES TR | 584856 | 14696112 | CORE UNIVRSL USD |
| VANGUARD INDEX FDS | 55169 | 14454669 | GROWTH ETF |
| ISHARES TR | 316646 | 14312186 | EAFE VALUE ETF |
| ISHARES TR | 100874 | 14056291 | ESG OPTIMIZED |
| PHILIP MORRIS INTL INC | 115267 | 13937252 | COM |
| CISCO SYS INC | 198549 | 13905107 | COM |
| SCHWAB STRATEGIC TR | 565126 | 13748659 | SHT TM US TRES |
| UNITEDHEALTH GROUP INC | 46056 | 13709712 | COM |
| VANGUARD INDEX FDS | 66846 | 13689653 | SMALL CP ETF |
| JANUS DETROIT STR TR | 276615 | 13577851 | HENDRSON AAA CL |
| PROCTER AND GAMBLE CO | 105915 | 13347894 | COM |
| INVESCO ACTIVELY MANAGED EXC | 282763 | 13209539 | TOTAL RETURN |
| LEGG MASON ETF INVT | 353280 | 12997021 | FRANKLIN INTL LW |
| TRANE TECHNOLOGIES PLC | 33772 | 12921450 | SHS |
| ADVANCED MICRO DEVICES INC | 65980 | 12798293 | COM |
| MASTERCARD INCORPORATED | 25028 | 12641843 | CL A |
| TJX COS INC NEW | 86309 | 12473701 | COM |
| VANECK ETF TRUST | 37608 | 12429309 | SEMICONDUCTR ETF |
| J P MORGAN EXCHANGE TRADED F | 236597 | 12291266 | EQUITY PREMIUM |
| CITIGROUP INC | 125531 | 12282748 | COM NEW |
| COCA COLA CO | 188641 | 12228693 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 288137 | 12204372 | SHS CREATION UNI |
| ISHARES TR | 234581 | 12054786 | ISHS 5-10YR INVT |
| ISHARES TR | 172712 | 11991395 | U S EQUITY FACTR |
| ISHARES GOLD TR | 186755 | 11985076 | ISHARES NEW |
| BLACKROCK ETF TRUST II | 301049 | 11693731 | ISHARES FLEXIBLE |
| BLACKSTONE INC | 79841 | 11571448 | COM |
| VANGUARD SCOTTSDALE FDS | 146958 | 11519701 | SHRT TRM CORP BD |
| ISHARES TR | 140595 | 11476083 | CORE MSCI INTL |
| SPDR GOLD TR | 32778 | 11336862 | GOLD SHS |
| CHUBB LIMITED | 38821 | 11157428 | COM |
| BLACKROCK ETF TRUST | 431479 | 11050178 | DYNAMIC EQTY ACT |
| ISHARES INC | 319935 | 10949093 | CORE MSCI EMKT |
| CHEVRON CORP NEW | 85213 | 10935867 | COM |
| WISDOMTREE TR | 122527 | 10905452 | US QTLY DIV GRT |
| RTX CORPORATION | 62448 | 10829230 | COM |
| ABRDN SILVER ETF TRUST | 162119 | 10770182 | PHYSCL SILVR SHS |
| QUALCOMM INC | 64911 | 10741909 | COM |
| SCHWAB STRATEGIC TR | 429988 | 10592493 | US DIVIDEND EQ |
| ISHARES TR | 232673 | 10543133 | MSCI INTL QUALTY |
| CME GROUP INC | 38985 | 10476581 | COM |
| ALPS ETF TR | 394821 | 10292992 | SMITH CORE PLUS |
| AIRBNB INC | 76099 | 10193520 | COM CL A |
| AIR PRODS & CHEMS INC | 41455 | 10116544 | COM |
| WELLS FARGO CO NEW | 117808 | 10096135 | COM |
| VANGUARD WHITEHALL FDS | 84572 | 10052393 | HIGH DIV YLD |
| BANK AMERICA CORP | 244191 | 10003450 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 16630 | 9939642 | UTSER1 S&PDCRP |
| DBX ETF TR | 218397 | 9827072 | XTRACK MSCI EAFE |
| FIRST TR EXCHANGE TRADED FD | 158704 | 9769721 | RISNG DIVD ACHIV |
| THERMO FISHER SCIENTIFIC INC | 17231 | 9742335 | COM |
| ISHARES GOLD TR | 231326 | 9678210 | SHARES REPRESENT |
| T ROWE PRICE ETF INC | 253340 | 9671712 | CAP APPRECIATION |
| ORACLE CORP | 58439 | 9637702 | COM |
| ELEVANCE HEALTH INC FORMERLY | 28290 | 9606060 | COM |
| INVESCO EXCHANGE TRADED FD T | 164439 | 9554538 | S&P 500 TOP 50 |
| ISHARES TR | 116434 | 9531857 | 1 3 YR TREAS BD |
| VANGUARD INDEX FDS | 47514 | 9459748 | EXTEND MKT ETF |
| DISNEY WALT CO | 96476 | 9452464 | COM |
| VANGUARD SPECIALIZED FUNDS | 72999 | 9360976 | DIV APP ETF |
| GOLDMAN SACHS GROUP INC | 12383 | 9352372 | COM |
| S&P GLOBAL INC | 18433 | 9321135 | COM |
| CAPITAL GROUP CORE BALANCED | 273910 | 9272529 | SHS |
| PACER FDS TR | 156617 | 9139767 | US CASH COWS 100 |
| FIRST TR EXCHANGE-TRADED FD | 160205 | 8980876 | SHS |
| COMCAST CORP NEW | 328962 | 8854783 | CL A |
| ISHARES TR | 85979 | 8808785 | GLOBAL TECH ETF |
| UNION PAC CORP | 39006 | 8728843 | COM |
| VANGUARD WORLD FD | 26252 | 8607510 | INF TECH ETF |
| MARATHON PETE CORP | 52855 | 8479862 | COM |
| PFIZER INC | 397952 | 8316154 | COM |
| DARDEN RESTAURANTS INC | 45020 | 8239217 | COM |
| BLACKROCK ETF TRUST | 329581 | 8175325 | DISCIPLINED VOLA |
| JOHNSON CTLS INTL PLC | 70569 | 8091656 | SHS |
| VANGUARD INTL EQUITY INDEX F | 227047 | 8083690 | FTSE EMR MKT ETF |
| TIDAL TRUST II | 286707 | 8062194 | RET STCKD GL STK |
| ISHARES TR | 320454 | 7983881 | GLOBAL REIT ETF |
| VANGUARD WORLD FD | 23923 | 7805284 | MEGA GRWTH IND |
| BANK NEW YORK MELLON CORP | 72285 | 7796016 | COM |
| ISHARES TR | 149388 | 7783971 | CORE S&P MCP ETF |
| DIMENSIONAL ETF TRUST | 165919 | 7764988 | US CORE EQT MKT |
| ALLSTATE CORP | 39946 | 7751993 | COM |
| ACCENTURE PLC IRELAND | 30677 | 7714017 | SHS CLASS A |
| VANGUARD INDEX FDS | 26108 | 7695593 | LARGE CAP ETF |
| GE VERNOVA INC | 13497 | 7688444 | COM |
| ADOBE INC | 22726 | 7688087 | COM |
| ISHARES TR | 64632 | 7622986 | MSCI USA QLT FCT |
| GENERAL DYNAMICS CORP | 23413 | 7522272 | COM |
| UNITED PARCEL SERVICE INC | 157033 | 7479260 | CL B |
| ABBOTT LABS | 62871 | 7458914 | COM |
| REALTY INCOME CORP | 220836 | 7375196 | COM |
| VANGUARD INDEX FDS | 82359 | 7345336 | VALUE ETF |
| NEXTERA ENERGY INC | 97788 | 7336451 | COM |
| POTLATCHDELTIC CORPORATION | 183905 | 7299989 | COM |
| AIM ETF PRODUCTS TRUST | 196610 | 7270517 | ALLIANZIM US EQU |
| SERVICENOW INC | 47955 | 7218022 | COM |
| ISHARES TR | 66597 | 7095450 | SHRT NAT MUN ETF |
| UBER TECHNOLOGIES INC | 92490 | 7094647 | COM |
| INVESCO EXCH TRADED FD TR II | 61943 | 7084646 | S&P 500 MOMNTM |
| STARBUCKS CORP | 86981 | 7069390 | COM |
| MCDONALDS CORP | 40400 | 7038421 | COM |
| ISHARES TR | 32933 | 7003869 | RUSSELL 2000 ETF |
| TIDAL TRUST II | 390283 | 6993871 | RTN STACKED BD |
| FIRST TR EXCHANGE-TRADED FD | 26036 | 6907428 | DJ INTERNT IDX |
| PEPSICO INC | 55460 | 6907117 | COM |
| SPROTT ASSET MANAGEMENT LP | 207688 | 6857858 | PHYSICAL GOLD TR |
| CONOCOPHILLIPS | 75617 | 6839552 | COM |
| LOWES COS INC | 29285 | 6805476 | COM |
| COLUMBIA ETF TR I | 166365 | 6794363 | RESH ENHNC COR |
| ISHARES TR | 71943 | 6604648 | 7-10 YR TRSY BD |
| MERCK & CO INC | 87754 | 6489905 | COM |
| NOVARTIS AG | 50214 | 6434589 | SPONSORED ADR |
| PROSHARES TR | 62591 | 6430215 | S&P 500 DV ARIST |
| ISHARES TR | 188142 | 6426049 | BROAD USD HIGH |
| CAPITAL GROUP GROWTH ETF | 162438 | 6280079 | SHS CREATION UNI |
| NXP SEMICONDUCTORS N V | 29149 | 6278460 | COM |
| GOLDMAN SACHS PHYSICAL GOLD | 147024 | 6253872 | UNIT |
| AMGEN INC | 20979 | 6253032 | COM |
| CUMMINS INC | 12412 | 6208524 | COM |
| ISHARES TR | 68481 | 6201947 | MSCI USA MIN VOL |
| TEXAS INSTRS INC | 35616 | 6108584 | COM |
| ISHARES TR | 64717 | 5964520 | MSCI EAFE ETF |
| ISHARES TR | 112883 | 5743785 | MBS ETF |
| VANGUARD CHARLOTTE FDS | 242938 | 5730975 | TOTAL INT BD ETF |
| MCKESSON CORP | 7104 | 5696485 | COM |
| FIRST TR EXCHNG TRADED FD VI | 376196 | 5683734 | FT VEST LADDERED |
| MARVELL TECHNOLOGY INC | 67659 | 5629294 | COM |
| EA SERIES TRUST | 206809 | 5622558 | STANCE SUSTAINAB |
| CHECK POINT SOFTWARE TECH LT | 30146 | 5569769 | ORD |
| FIRST TR EXCHANGE TRADED FD | 92156 | 5561595 | FINLS ALPHADEX |
| FRANKLIN TEMPLETON ETF TR | 114402 | 5556243 | US LRG CP MLTFCT |
| CATERPILLAR INC | 12115 | 5513227 | COM |
| INVESCO EXCHANGE TRADED FD T | 53834 | 5504890 | S&P MDCP QUALITY |
| HONEYWELL INTL INC | 30289 | 5491408 | COM |
| AUTODESK INC | 18669 | 5487762 | COM |
| INNOVATOR ETFS TRUST | 334786 | 5462365 | DEFINED WLT SHLD |
| INVESCO EXCHANGE TRADED FD T | 33744 | 5443063 | S&P500 EQL WGT |
| STERIS PLC | 21510 | 5433283 | SHS USD |
| DIAMONDBACK ENERGY INC | 36422 | 5431276 | COM |
| SPDR DOW JONES INDL AVERAGE | 12803 | 5411455 | UT SER 1 |
| ISHARES TR | 13620 | 5386269 | RUS 1000 GRW ETF |
| CAPITAL GRP FIXED INCM ETF T | 196510 | 5370878 | MUNICIPAL INCOME |
| ISHARES INC | 83100 | 5312625 | MSCI EMERG MRKT |
| ENTERGY CORP NEW | 60579 | 5303086 | COM |
| UNILEVER PLC | 81699 | 5297989 | SPON ADR NEW |
| VANGUARD SCOTTSDALE FDS | 90557 | 5233215 | SHORT TERM TREAS |
| CENCORA INC | 15497 | 5184143 | COM |
| SELECT SECTOR SPDR TR | 81087 | 5141293 | STATE STREET TEC |
| VANGUARD BD INDEX FDS | 106769 | 5138555 | LONG TERM BOND |
| ISHARES TR | 109016 | 5133157 | ESG AWR US AGRGT |
| CHIPOTLE MEXICAN GRILL INC | 140887 | 5121072 | COM |
| NETFLIX INC | 80994 | 5120684 | COM |
| EA SERIES TRUST | 44429 | 5113833 | ALPHA ARCH 1-3 |
| PALANTIR TECHNOLOGIES INC | 48974 | 5072644 | CL A |
| FIRST TR EXCHANGE-TRADED FD | 118311 | 5062528 | INDXX AEROSPACE |
| ISHARES TR | 59391 | 5053321 | MSCI EAFE MIN VL |
| ISHARES TR | 82086 | 5024599 | CORE DIV GRWTH |
| FIRST TR EXCHANGE TRADED FD | 38786 | 5023356 | NASDQ SEMCNDTR |
| LOCKHEED MARTIN CORP | 14739 | 5015023 | COM |
| RAYMOND JAMES FINL INC | 31404 | 5007765 | COM |
| ISHARES TR | 18508 | 4946583 | RUS TP200 GR ETF |
| PIMCO ETF TR | 52237 | 4919424 | ENHAN SHRT MA AC |
| CVS HEALTH CORP | 73409 | 4883990 | COM |
| MARRIOTT INTL INC NEW | 16014 | 4869150 | CL A |
| CINCINNATI FINL CORP | 29906 | 4854258 | COM |
| AT&T INC | 338942 | 4850313 | COM |
| FIDELITY NATL INFORMATION SV | 72356 | 4765223 | COM |
| GE AEROSPACE | 22246 | 4764872 | COM NEW |
| AIM ETF PRODUCTS TRUST | 120321 | 4706957 | US LRGCP B20 JUL |
| TIDAL TRUST II | 162660 | 4611404 | RETURN STCKD US |
| BECTON DICKINSON & CO | 25141 | 4560941 | COM |
| FIRST TR EXCHANGE TRADED FD | 99227 | 4466208 | UTILITIES ALPH |
| VANGUARD SCOTTSDALE FDS | 84279 | 4451149 | VNG RUS1000GRW |
| SCHWAB STRATEGIC TR | 97116 | 4421698 | INTL SCEQT ETF |
| ISHARES TR | 49816 | 4416243 | S&P MC 400GR ETF |
| PALO ALTO NETWORKS INC | 26959 | 4396269 | COM |
| INVESCO EXCH TRADED FD TR II | 37716 | 4318519 | S&P 500 REVENUE |
| DEXCOM INC | 65089 | 4316794 | COM |
| CARMAX INC | 111013 | 4287495 | COM |
| MORGAN STANLEY | 28138 | 4250442 | COM NEW |
| ISHARES TR | 55162 | 4189283 | EAFE SML CP ETF |
| ISHARES TR | 111854 | 4181729 | INTL SEL DIV ETF |
| DIAGEO PLC | 48643 | 4146193 | SPON ADR NEW |
| ISHARES TR | 151183 | 4127063 | FALN ANGLS USD |
| VANGUARD ADMIRAL FDS INC | 42172 | 4122714 | SMLCP 600 VAL |
| ILLINOIS TOOL WKS INC | 16840 | 4098963 | COM |
| ISHARES SILVER TR | 68586 | 4096790 | ISHARES |
| J P MORGAN EXCHANGE TRADED F | 85793 | 4064599 | NASDAQ EQT PREM |
| PACER FDS TR | 119183 | 4032900 | US LRG CP CASH |
| AMPHENOL CORP NEW | 30764 | 3985832 | CL A |
| VANGUARD MUN BD FDS | 81401 | 3970582 | TAX EXEMPT BD |
| BLACKROCK INC | 3932 | 3962914 | COM |
| INNOVATOR ETFS TRUST | 108822 | 3952560 | US EQT ULTRA BFR |
| SHOPIFY INC | 27327 | 3912050 | CL A SUB VTG SHS |
| METTLER TOLEDO INTERNATIONAL | 2805 | 3907915 | COM |
| SELECT SECTOR SPDR TR | 40953 | 3870004 | STATE STREET HEA |
| PROSHARES TR | 45917 | 3867130 | S&P MDCP 400 DIV |
| OMNICOM GROUP INC | 53238 | 3862772 | COM |
| AMERICAN CENTY ETF TR | 39935 | 3860409 | US SML CP VALU |
| INVESCO EXCH TRD SLF IDX FD | 67498 | 3858192 | RAFI STRATGIC US |
| FIRST TR EXCHANGE-TRADED FD | 52736 | 3839832 | CAP STRENGTH ETF |
| INDEPENDENT BK CORP MASS | 52340 | 3823327 | COM |
| FISERV INC | 57056 | 3817607 | COM |
| FIRST TR EXCHANGE TRADED FD | 42836 | 3762953 | NASD TECH DIV |
| CAPITAL ONE FINL CORP | 18825 | 3740930 | COM |
| STRYKER CORPORATION | 10890 | 3649128 | COM |
| J P MORGAN EXCHANGE TRADED F | 77038 | 3647732 | CORE PLUS BD ETF |
| ISHARES TR | 160364 | 3644230 | IBONDS 2026 TERM |
| MASCO CORP | 57528 | 3619409 | COM |
| GILEAD SCIENCES INC | 31753 | 3618852 | COM |
| PAYPAL HLDGS INC | 62107 | 3552092 | COM |
| DIMENSIONAL ETF TRUST | 71181 | 3534704 | INTERNATNAL VAL |
| COLUMBIA ETF TR I | 186539 | 3530248 | SHORT DURATION |
| NORFOLK SOUTHN CORP | 12516 | 3507304 | COM |
| INTUITIVE SURGICAL INC | 6888 | 3502371 | COM NEW |
| FIRST TR EXCHNG TRADED FD VI | 86013 | 3487875 | SMITH OPPORT FXD |
| NORTHERN LTS FD TR IV | 241349 | 3456118 | MAIN BUYWRITE |
| SANOFI SA | 73792 | 3449485 | SPONSORED ADR |
| KKR & CO INC | 29392 | 3437043 | COM |
| CAPITAL GROUP CORE EQUITY ET | 86952 | 3435972 | SHS CREATION UNI |
| ECOLAB INC | 13363 | 3398420 | COM |
| MONOLITHIC PWR SYS INC | 3787 | 3393286 | COM |
| VANGUARD INDEX FDS | 50980 | 3385510 | REAL ESTATE ETF |
| EBAY INC. | 39002 | 3368223 | COM |
| BEST BUY INC | 50254 | 3354951 | COM |
| MICRON TECHNOLOGY INC | 14185 | 3324865 | COM |
| AMERICAN EXPRESS CO | 11846 | 3321539 | COM |
| WASTE MGMT INC DEL | 18716 | 3272527 | COM |
| UNIFIED SER TR | 78957 | 3268031 | ONEASCENT INTL |
| NIKE INC | 54578 | 3244107 | CL B |
| ISHARES TR | 77637 | 3234376 | INTL TREA BD ETF |
| BLACKROCK ETF TRUST | 275471 | 3223916 | ISHARES US EQUIT |
| DUKE ENERGY CORP NEW | 42680 | 3208999 | COM NEW |
| SEAGATE TECHNOLOGY HLDNGS PL | 11832 | 3200326 | ORD SHS |
| ISHARES TR | 19282 | 3197505 | RUS 1000 VAL ETF |
| ISHARES TR | 31860 | 3194479 | MSCI USA MMENTM |
| INTUIT | 5818 | 3183168 | COM |
| INNOVATOR ETFS TRUST | 128655 | 3171242 | PREM INCM 30 BAR |
| ROPER TECHNOLOGIES INC | 7929 | 3151521 | COM |
| ISHARES TR | 34676 | 3120457 | RUS MID CAP ETF |
| US BANCORP DEL | 62129 | 3110419 | COM NEW |
| CROWDSTRIKE HLDGS INC | 8833 | 3109519 | CL A |
| AIM ETF PRODUCTS TRUST | 88646 | 3090208 | US LRGCP B20 APR |
| NORTHERN LTS FD TR IV | 83924 | 3061548 | INSPIRE INTL ETF |
| L3HARRIS TECHNOLOGIES INC | 10884 | 3038591 | COM |
| WILLIAMS COS INC | 55577 | 2993383 | COM |
| SELECT SECTOR SPDR TR | 150746 | 2984323 | STATE STREET FIN |
| SCHWAB STRATEGIC TR | 109686 | 2980963 | US SML CAP ETF |
| EDWARDS LIFESCIENCES CORP | 39986 | 2963603 | COM |
| ALTRIA GROUP INC | 104162 | 2962986 | COM |
| EMERSON ELEC CO | 22897 | 2942944 | COM |
| CADENCE DESIGN SYSTEM INC | 9705 | 2938276 | COM |
| EA SERIES TRUST | 66459 | 2929845 | STRIVE 500 ETF |
| MARSH & MCLENNAN COS INC | 16712 | 2915063 | COM |
| LATTICE STRATEGIES TR | 78140 | 2889228 | HARTFORD MLT ETF |
| ZOETIS INC | 29714 | 2864750 | CL A |
| PROSHARES TR | 54857 | 2860851 | ULTRAPRO QQQ |
| VEEVA SYS INC | 12886 | 2849978 | CL A COM |
| HARTFORD FDS EXCHANGE TRADED | 72847 | 2849035 | MUN OPORTUNITE |
| BRISTOL-MYERS SQUIBB CO | 64471 | 2845573 | COM |
| DANAHER CORPORATION | 13931 | 2828604 | COM |
| AUTOMATIC DATA PROCESSING IN | 28062 | 2808295 | COM |
| FEDEX CORP | 10060 | 2782195 | COM |
| CALAMOS STRATEGIC TOTAL RETU | 146391 | 2778043 | COM SH BEN INT |
| INNOVATOR ETFS TRUST | 113539 | 2769282 | PREM INCM 20 BAR |
| ISHARES TR | 25200 | 2742690 | CORE HIGH DV ETF |
| ASML HOLDING N V | 3574 | 2729153 | N Y REGISTRY SHS |
| ISHARES TR | 60978 | 2722677 | ESG SELECT SCRE |
| QUANTA SVCS INC | 6969 | 2701260 | COM |
| ISHARES TR | 86701 | 2693017 | 10-20 YR TRS ETF |
| EA SERIES TRUST | 78774 | 2690909 | MILITIA LONG/SHO |
| BLACKROCK ETF TRUST | 222738 | 2688585 | ISHARES A I INNO |
| ISHARES TR | 40170 | 2682561 | IBOXX HI YD ETF |
| AIM ETF PRODUCTS TRUST | 77819 | 2667653 | ALLIANZIM US EQ |
| WEC ENERGY GROUP INC | 28541 | 2667419 | COM |
| VANGUARD INDEX FDS | 10885 | 2657117 | MCAP GR IDXVIP |
| ISHARES TR | 48596 | 2656879 | MSCI EMG MKT ETF |
| ISHARES TR | 21651 | 2644632 | SELECT DIVID ETF |
| ISHARES TR | 139492 | 2622456 | US TREAS BD ETF |
| VANGUARD STAR FDS | 103798 | 2595239 | VG TL INTL STK F |
| WELLTOWER INC | 15723 | 2595207 | COM |
| INNOVATOR ETFS TRUST | 77745 | 2570569 | LADDERED ALC BFR |
| GOLDMAN SACHS ETF TR | 27206 | 2568247 | MARKETBETA US EQ |
| ISHARES TR | 26123 | 2545917 | 0-3 MNTH TREASRY |
| VIRTUS EQUITY & CONV INCM FD | 105586 | 2545263 | COM |
| AMERICAN CENTY ETF TR | 34136 | 2542289 | AVANTIS EMGMKT |
| ISHARES BITCOIN TRUST ETF | 74585 | 2534761 | SHS BEN INT |
| CORNING INC | 31276 | 2520562 | COM |
| AIM ETF PRODUCTS TRUST | 77189 | 2494655 | ALLIANZIM US LRG |
| WATERS CORP | 6564 | 2482190 | COM |
| ISHARES TR | 34549 | 2476204 | CORE S&P TTL STK |
| CAPITAL GRP FIXED INCM ETF T | 94363 | 2454377 | SHORT DURATION |
| NASDAQ INC | 30638 | 2454302 | COM |
| ISHARES TR | 25935 | 2430616 | EAFE GRWTH ETF |
| VANGUARD SCOTTSDALE FDS | 101037 | 2415098 | MTG-BKD SECS ETF |
| VANGUARD BD INDEX FDS | 56256 | 2391224 | VANGUARD ULTRA |
| ISHARES TR | 19536 | 2384978 | S&P SML 600 GWT |
| ISHARES TR | 19550 | 2369888 | GBL COMM SVC ETF |
| VANGUARD SCOTTSDALE FDS | 33036 | 2364577 | VNG RUS1000VAL |
| VANGUARD SCOTTSDALE FDS | 32056 | 2345391 | INT-TERM CORP |
| NUCOR CORP | 15721 | 2344898 | COM |
| ISHARES TR | 61362 | 2333085 | MSCI INTL VLU FT |
| ISHARES TR | 24038 | 2321229 | US AER DEF ETF |
| AMERICAN ELEC PWR CO INC | 21841 | 2311515 | COM |
| VANGUARD BD INDEX FDS | 92777 | 2288166 | TOTAL BND MRKT |
| LAM RESEARCH CORP | 16208 | 2265962 | COM NEW |
| PACER FDS TR | 43301 | 2262051 | LUNT LRGCP MULTI |
| PROGRESSIVE CORP | 10609 | 2261465 | COM |
| EATON VANCE TAX-MANAGED DIVE | 156167 | 2259066 | COM |
| SCHWAB STRATEGIC TR | 68959 | 2258417 | EMRG MKTEQ ETF |
| REAVES UTIL INCOME FD | 63041 | 2237669 | COM SH BEN INT |
| AIM ETF PRODUCTS TRUST | 65868 | 2237075 | US LRGCP B20 FEB |
| ISHARES TR | 76675 | 2235134 | 0-5YR HI YL CP |
| OREILLY AUTOMOTIVE INC | 25798 | 2198800 | COM |
| CAPITAL GRP FIXED INCM ETF T | 82539 | 2187715 | CORE BOND ETF |
| SPDR INDEX SHS FDS | 75207 | 2187347 | PORTFOLIO DEVLPD |
| TRUST FOR PROFESSIONAL MANAG | 93557 | 2177248 | ACTIVEPASSIVE US |
| ETF SER SOLUTIONS | 20673 | 2169897 | DEFIANCE QUANTUM |
| ISHARES TR | 26396 | 2157663 | ESG AWR MSCI USA |
| NORTHROP GRUMMAN CORP | 4497 | 2144025 | COM |
| INNOVATOR ETFS TRUST | 85994 | 2139649 | PREM INC 20 BARR |
| ISHARES TR | 18042 | 2137201 | 3 7 YR TREAS BD |
| BLACKROCK ETF TRUST | 30119 | 2132842 | ISHARES US CARBO |
| EA SERIES TRUST | 60201 | 2123299 | ASTORIA US EQUAL |
| BOEING CO | 14048 | 2123166 | COM |
| INNOVATOR ETFS TRUST | 84910 | 2121941 | EQUITY DEFINED P |
| INVESCO EXCHANGE TRADED FD T | 19695 | 2116122 | S&P 500 GARP ETF |
| INVESCO EXCH TRADED FD TR II | 200697 | 2110721 | PFD ETF |
| CACI INTL INC | 3981 | 2105666 | CL A |
| PROLOGIS INC. | 17976 | 2104220 | COM |
| TIDAL TRUST I | 84853 | 2100960 | FUNDSTRAT GRANNY |
| SYNOPSYS INC | 4707 | 2066933 | COM |
| ISHARES TR | 30983 | 2044898 | S&P 100 ETF |
| VANGUARD INTL EQUITY INDEX F | 26661 | 2037993 | FTSE EUROPE ETF |
| PIMCO ETF TR | 38667 | 2026538 | INTER MUN BD ACT |
| BLUE OWL TECHNOLOGY FIN CORP | 137343 | 1996968 | COMMON STOCK |
| ISHARES TR | 14092 | 1993875 | MSCI ACWI ETF |
| PRIMERICA INC | 7834 | 1972321 | COM |
| SLIDE INS HLDGS INC | 100837 | 1964305 | COM |
| KINDER MORGAN INC DEL | 83443 | 1959236 | COM |
| CINTAS CORP | 11128 | 1958629 | COM |
| ISHARES TR | 42244 | 1930798 | ISHS 1-5YR INVS |
| 3M CO | 12713 | 1927761 | COM |
| GLOBAL X FDS | 40360 | 1925310 | US INFR DEV ETF |
| ROYALTY PHARMA PLC | 58434 | 1920047 | SHS CLASS A |
| SELECT SECTOR SPDR TR | 36165 | 1911043 | STATE STREET CON |
| INTERCONTINENTAL EXCHANGE IN | 12902 | 1896241 | COM |
| VANGUARD SCOTTSDALE FDS | 34009 | 1887768 | INTER TERM TREAS |
| PUBLIC SVC ENTERPRISE GRP IN | 82943 | 1887529 | COM |
| ISHARES TR | 6739 | 1883664 | RUS 2000 GRW ETF |
| VANGUARD WHITEHALL FDS | 28000 | 1881851 | EM MK GOV BD ETF |
| PROSPERITY BANCSHARES INC | 27257 | 1878618 | COM |
| SYNCHRONY FINANCIAL | 22740 | 1869449 | COM |
| FLOWSERVE CORP | 27868 | 1866531 | COM |
| AIM ETF PRODUCTS TRUST | 55075 | 1848473 | ALLIANZIM US EQT |
| EA SERIES TRUST | 61370 | 1838032 | ASTORIA US QUALI |
| INVESCO EXCHANGE TRADED FD T | 24612 | 1829454 | S&P500 QUALITY |
| SCHWAB STRATEGIC TR | 57577 | 1825212 | LONG TERM US |
| AIM ETF PRODUCTS TRUST | 54257 | 1820079 | US LAGCP B20 MAY |
| ENTERPRISE PRODS PARTNERS L | 84457 | 1811468 | COM |
| WISDOMTREE TR | 37223 | 1806079 | ITL HDG QTLY DIV |
| SOUTHERN CO | 30100 | 1797358 | COM |
| NEWMONT CORP | 19255 | 1796176 | COM |
| AMPLIFY ETF TR | 156056 | 1795702 | CEF HIGH INCOME |
| KRANESHARES TRUST | 52780 | 1795444 | CSI CHI INTERNET |
| ISHARES TR | 35531 | 1790824 | USD INV GRDE ETF |
| VANGUARD WORLD FD | 17321 | 1790656 | ENERGY ETF |
| GALLAGHER ARTHUR J & CO | 7506 | 1787804 | COM |
| AMERIPRISE FINL INC | 3721 | 1784019 | COM |
| RBB FD INC | 92667 | 1782314 | US TREAS 3 MNTH |
| BOSTON SCIENTIFIC CORP | 19365 | 1777416 | COM |
| SELECT SECTOR SPDR TR | 19634 | 1766036 | STATE STREET COM |
| PARKER-HANNIFIN CORP | 2848 | 1759678 | COM |
| AMPLIFY ETF TR | 39519 | 1751709 | CWP ENHANCED DIV |
| J P MORGAN EXCHANGE TRADED F | 43777 | 1742483 | INCOME ETF |
| FIDELITY MERRIMACK STR TR | 34255 | 1720629 | LOW DURTIN ETF |
| GLOBAL X FDS | 81496 | 1719566 | DATA CTR & DIGIT |
| CAPITAL GRP FIXED INCM ETF T | 85228 | 1719350 | CORE PLUS INCM |
| VENTAS INC | 24736 | 1712575 | COM |
| CRA INTL INC | 8506 | 1707112 | COM |
| ISHARES TR | 31386 | 1696702 | JPMORGAN USD EMG |
| CAPITAL GROUP DIVIDEND GROWE | 47687 | 1693756 | SHS ETF |
| TRUST FOR PROFESSIONAL MANAG | 85134 | 1689022 | ACTIVEPASSIVE CR |
| DIGITAL RLTY TR INC | 11058 | 1683106 | COM |
| PROSHARES TR | 19425 | 1681803 | S&P TECH DIVIDEN |
| ISHARES TR | 11853 | 1678969 | ISHARES BIOTECH |
| VANECK ETF TRUST | 16868 | 1677542 | MRNGSTR WDE MOAT |
| ABRDN LIFE SCIENCES INVESTOR | 99520 | 1669943 | SH BEN INT |
| SELECT SECTOR SPDR TR | 76449 | 1667239 | STATE STREET ENE |
| FIRST TR EXCHANGE TRADED FD | 18261 | 1657589 | RBA INDL ETF |
| ASTRAZENECA PLC | 27098 | 1638461 | SPONSORED ADR |
| GLOBAL X FDS | 27422 | 1621046 | DEFENSE TECH ETF |
| J P MORGAN EXCHANGE TRADED F | 40713 | 1612566 | ULTRA SHRT ETF |
| CLEARWAY ENERGY INC | 50434 | 1584637 | CL A |
| SCHWAB STRATEGIC TR | 60164 | 1582067 | HIGH YIELD BD ET |
| SHELL PLC | 24054 | 1579452 | SPON ADS |
| INVESCO ACTIVELY MANAGED EXC | 31422 | 1578956 | ULTRA SHRT DUR |
| INVESCO EXCH TRADED FD TR II | 72995 | 1575633 | EMRNG MKT SVRG |
| ELEVATION SERIES TRUST | 53530 | 1562006 | SOVEREIGNS CAPIT |
| FIRST TR EXCH TRADED FD III | 23288 | 1561662 | LNG/SHT EQUITY |
| WISDOMTREE TR | 15346 | 1546646 | US HIGH DIVIDEND |
| FIRST TR EXCHANGE-TRADED FD | 7917 | 1545738 | NY ARCA BIOTECH |
| SPDR INDEX SHS FDS | 54192 | 1544510 | PORTFOLIO EMG MK |
| ISHARES TR | 14127 | 1537105 | U.S. TECH ETF |
| ISHARES TR | 5346 | 1532712 | ISHARES SEMICDTR |
| DIMENSIONAL ETF TRUST | 43389 | 1529385 | US CORE EQUITY 2 |
| AFFIRM HLDGS INC | 20588 | 1528346 | COM CL A |
| COMFORT SYS USA INC | 1689 | 1518046 | COM |
| INNOVATOR ETFS TRUST | 60726 | 1513298 | PREM INC 30 BARR |
| ROBINHOOD MKTS INC | 15635 | 1513165 | COM CL A |
| WABTEC | 7336 | 1506949 | COM |
| MERCADOLIBRE INC | 1318 | 1504653 | COM |
| VANGUARD WHITEHALL FDS | 21750 | 1499165 | INTL HIGH ETF |
| AIM ETF PRODUCTS TRUST | 50193 | 1491235 | ALLIANZIM EQ BUF |
| MURPHY OIL CORP | 47427 | 1476436 | COM |
| ALIBABA GROUP HLDG LTD | 10799 | 1470718 | SPONSORED ADS |
| INTEL CORP | 56550 | 1469768 | COM |
| PAYCHEX INC | 13809 | 1463118 | COM |
| ISHARES TR | 27322 | 1452168 | CORE DIVID ETF |
| PHILLIPS 66 | 12407 | 1440486 | COM |
| TRUIST FINL CORP | 36181 | 1427748 | COM |
| SCHWAB STRATEGIC TR | 56031 | 1426414 | US BRD MKT ETF |
| WISDOMTREE TR | 32416 | 1411377 | DYNAMIC INTL EQT |
| FIRST TR EXCHANGE TRADED FD | 26602 | 1411224 | DORSEY WRT 5 ETF |
| ISHARES TR | 3828 | 1408280 | RUSSELL 3000 ETF |
| ENERGY TRANSFER L P | 114499 | 1388010 | COM UT LTD PTN |
| HARBOR ETF TRUST | 55827 | 1385634 | HARBOR COMMODITY |
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