XML Financial, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, XML Financial, LLC held in its portfolio 433 assets valued at $1,225,882,304 (i.e. $1.23B).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($48.98M), ISHARES TR ($37.98M), and ISHARES TR ($35.24M).
The chart below shows the top 10 valuable assets, and the table below shows the top 433 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
XML Financial, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 1501657 | 48984064 | US LCAP GR ETF |
| ISHARES TR | 80253 | 37983668 | RUS 1000 GRW ETF |
| ISHARES TR | 507686 | 35243534 | CORE DIV GRWTH |
| SCHWAB STRATEGIC TR | 1160962 | 34376096 | US LCAP VA ETF |
| SPDR SERIES TRUST | 400920 | 32128771 | STATE STREET SPD |
| APPLE INC | 115371 | 31364748 | COM |
| ISHARES TR | 83601 | 31220034 | RUS 1000 ETF |
| VANGUARD WORLD FD | 35998 | 27134333 | INF TECH ETF |
| MICROSOFT CORP | 55204 | 26697855 | COM |
| ISHARES TR | 35060 | 24014134 | CORE S&P500 ETF |
| ISHARES TR | 244325 | 23521153 | RUS MID CAP ETF |
| PIMCO CORPORATE & INCOME OPP | 1596655 | 20596852 | COM |
| VANGUARD BD INDEX FDS | 250935 | 19776159 | SHORT TRM BOND |
| BERKSHIRE HATHAWAY INC DEL | 34703 | 17443704 | CL B NEW |
| PIMCO ETF TR | 176449 | 17265509 | INV GRD CRP BD |
| SPDR GOLD TR | 40112 | 15896704 | GOLD SHS |
| ISHARES TR | 124160 | 14921518 | CORE S&P SCP ETF |
| ISHARES TR | 112672 | 14526797 | U.S. FINLS ETF |
| ISHARES TR | 66398 | 13966109 | RUS 1000 VAL ETF |
| JPMORGAN CHASE & CO. | 40954 | 13196201 | COM |
| JOHNSON & JOHNSON | 63389 | 13118405 | COM |
| GOLDMAN SACHS ETF TR | 98121 | 12988304 | ACTIVEBETA US LG |
| AMAZON COM INC | 54693 | 12624212 | COM |
| NVIDIA CORPORATION | 64159 | 11965627 | COM |
| PACER FDS TR | 194250 | 11688018 | US CASH COWS 100 |
| SCHWAB STRATEGIC TR | 423055 | 11604386 | US DIVIDEND EQ |
| BANK AMERICA CORP | 204423 | 11243284 | COM |
| ISHARES TR | 80517 | 11025948 | RUS MD CP GR ETF |
| ALPHABET INC | 33880 | 10604512 | CAP STK CL A |
| QUALCOMM INC | 61822 | 10574577 | COM |
| ISHARES TR | 41970 | 10331360 | RUSSELL 2000 ETF |
| CISCO SYS INC | 130053 | 10017947 | COM |
| INVESCO EXCH TRADED FD TR II | 200001 | 9600071 | S&P500 HDL VOL |
| FIRST TR EXCH TRADED FD III | 476298 | 9554543 | ULTRA SHT DUR MU |
| ISHARES TR | 67661 | 9543587 | RUS MDCP VAL ETF |
| RTX CORPORATION | 51557 | 9455613 | COM |
| INTERNATIONAL BUSINESS MACHS | 29506 | 8739825 | COM |
| VANGUARD WHITEHALL FDS | 60398 | 8668257 | HIGH DIV YLD |
| PIMCO ETF TR | 320240 | 8543990 | MULTISECTOR BD |
| SPDR INDEX SHS FDS | 124139 | 8420348 | S&P NORTH AMER |
| GOLDMAN SACHS ETF TR | 158082 | 8357787 | NASDAQ-100 PREMI |
| VANGUARD INDEX FDS | 28664 | 8318992 | MID CAP ETF |
| COHEN & STEERS REIT & PFD & | 417040 | 8282415 | COM |
| FIRST TR EXCHNG TRADED FD VI | 313233 | 7884075 | SMITH UNCONSTRAI |
| INVESCO QQQ TR | 11710 | 7193528 | UNIT SER 1 |
| SPDR INDEX SHS FDS | 161830 | 7186858 | PORTFOLIO DEVLPD |
| FIRST TR EXCHANGE-TRADED FD | 284164 | 7106948 | FT VEST GOLD |
| ALPHABET INC | 21390 | 6712307 | CAP STK CL C |
| ISHARES TR | 20724 | 6693909 | RUS 2000 GRW ETF |
| MERCK & CO INC | 62981 | 6629351 | COM |
| KINDER MORGAN INC DEL | 239092 | 6572627 | COM |
| AMGEN INC | 19980 | 6539521 | COM |
| CHEVRON CORP NEW | 42514 | 6479559 | COM |
| ISHARES TR | 63505 | 6342851 | CORE US AGGBD ET |
| UNILEVER PLC | 89544 | 5856178 | SPON ADR NEW |
| ISHARES TR | 32193 | 5833707 | RUS 2000 VAL ETF |
| VANGUARD INDEX FDS | 9069 | 5687662 | S&P 500 ETF SHS |
| EXXON MOBIL CORP | 47077 | 5665192 | COM |
| EMERSON ELEC CO | 40532 | 5379431 | COM |
| VANGUARD SCOTTSDALE FDS | 63307 | 5301947 | INT-TERM CORP |
| VANGUARD INDEX FDS | 20458 | 5277171 | SMALL CP ETF |
| SPDR S&P 500 ETF TR | 7568 | 5160525 | TR UNIT |
| VERIZON COMMUNICATIONS INC | 125675 | 5118743 | COM |
| GLOBAL X FDS | 145043 | 5027596 | S&P 500 QLT ETF |
| AT&T INC | 201180 | 4997323 | COM |
| GLOBAL X FDS | 120274 | 4886745 | S&P 500 COVERED |
| ISHARES TR | 45478 | 4852458 | SHRT NAT MUN ETF |
| BROADCOM INC | 13718 | 4747687 | COM |
| WISDOMTREE TR | 93623 | 4645448 | US S CAP QTY DIV |
| ISHARES TR | 36434 | 4490811 | S&P 500 GRWT ETF |
| EXCHANGE LISTED FDS TR | 191327 | 4408183 | SABA INT RATE |
| INNOVATOR ETFS TRUST | 133300 | 4225702 | US SML CP PWR B |
| ISHARES TR | 130146 | 4029318 | PFD AND INCM SEC |
| ISHARES TR | 40983 | 3935632 | MSCI EAFE ETF |
| GOLDMAN SACHS GROUP INC | 4414 | 3879625 | COM |
| APPLIED MATLS INC | 14933 | 3837611 | COM |
| CVS HEALTH CORP | 47204 | 3746100 | COM |
| TRUIST FINL CORP | 74291 | 3655851 | COM |
| COSTCO WHSL CORP NEW | 4051 | 3493405 | COM |
| ENTERPRISE PRODS PARTNERS L | 108869 | 3490350 | COM |
| LOCKHEED MARTIN CORP | 7093 | 3430888 | COM |
| CUMMINS INC | 6618 | 3378158 | COM |
| PFIZER INC | 127843 | 3183287 | COM |
| VANECK ETF TRUST | 30696 | 3178878 | MRNGSTR WDE MOAT |
| UNITED PARCEL SERVICE INC | 30804 | 3055459 | CL B |
| CARPENTER TECHNOLOGY CORP | 9410 | 2962644 | COM |
| CATERPILLAR INC | 5077 | 2908479 | COM |
| BRISTOL-MYERS SQUIBB CO | 53489 | 2885213 | COM |
| VANGUARD INDEX FDS | 14954 | 2856057 | VALUE ETF |
| ORACLE CORP | 14537 | 2833463 | COM |
| WALMART INC | 25380 | 2827530 | COM |
| US BANCORP DEL | 52199 | 2785359 | COM NEW |
| HOME DEPOT INC | 7931 | 2729151 | COM |
| BLACKSTONE INC | 17559 | 2706526 | COM |
| NEWMONT CORP | 26930 | 2688961 | COM |
| OMEGA HEALTHCARE INVS INC | 59734 | 2648597 | COM |
| L3HARRIS TECHNOLOGIES INC | 8955 | 2628971 | COM |
| TESLA INC | 5766 | 2592993 | COM |
| ISHARES TR | 38981 | 2572721 | CORE S&P MCP ETF |
| FEDEX CORP | 8886 | 2566872 | COM |
| GLADSTONE COMMERCIAL CORP | 237689 | 2536140 | COM |
| ARISTA NETWORKS INC | 19274 | 2525472 | COM SHS |
| VANGUARD INDEX FDS | 7284 | 2441982 | TOTAL STK MKT |
| PRUDENTIAL FINL INC | 21306 | 2405034 | COM |
| INVESCO EXCHANGE TRADED FD T | 50821 | 2372081 | S&P500 PUR GWT |
| META PLATFORMS INC | 3567 | 2354742 | CL A |
| ABBVIE INC | 10179 | 2325888 | COM |
| UNION PAC CORP | 10047 | 2324134 | COM |
| ABBOTT LABS | 18527 | 2321288 | COM |
| DOMINION ENERGY INC | 39332 | 2304454 | COM |
| GE AEROSPACE | 7452 | 2295351 | COM NEW |
| ADVANCED MICRO DEVICES INC | 10654 | 2281574 | COM |
| MCDONALDS CORP | 7451 | 2277299 | COM |
| VISA INC | 6217 | 2180366 | COM CL A |
| BARRICK MNG CORP | 49621 | 2160999 | COM SHS |
| GENERAL DYNAMICS CORP | 6324 | 2129008 | COM |
| ISHARES TR | 24841 | 2102570 | CORE MSCI TOTAL |
| PHILLIPS 66 | 16283 | 2101170 | COM |
| WP CAREY INC | 32027 | 2061285 | COM |
| INVESCO EXCH TRADED FD TR II | 28781 | 2055559 | S&P500 LOW VOL |
| SELECT SECTOR SPDR TR | 13983 | 2013120 | STATE STREET TEC |
| INTEL CORP | 54178 | 1999184 | COM |
| BOEING CO | 8905 | 1933388 | COM |
| WISDOMTREE TR | 49419 | 1928323 | EM EX ST-OWNED |
| TAIWAN SEMICONDUCTOR MFG LTD | 6316 | 1919244 | SPONSORED ADS |
| PROCTER AND GAMBLE CO | 13109 | 1878669 | COM |
| PEPSICO INC | 13064 | 1874944 | COM |
| ISHARES TR | 17902 | 1862524 | MORNINGSTAR GRWT |
| INTERNATIONAL PAPER CO | 46485 | 1831054 | COM |
| DISNEY WALT CO | 15753 | 1792231 | COM |
| LEGG MASON ETF INVT | 44848 | 1788614 | FRANKLIN US LOW |
| ELI LILLY & CO | 1664 | 1788245 | COM |
| PIMCO ETF TR | 34043 | 1784177 | INTER MUN BD ACT |
| DANAHER CORPORATION | 7644 | 1749784 | COM |
| MEDTRONIC PLC | 18162 | 1744610 | SHS |
| WESCO INTL INC | 6935 | 1696578 | COM |
| COCA COLA CO | 24086 | 1683836 | COM |
| TORTOISE CAPITAL SERIES TRUS | 47234 | 1667072 | NORTH AMERN PIPE |
| CENCORA INC | 4922 | 1662291 | COM |
| NUVEEN QUALITY MUNCP INCOME | 138086 | 1659796 | COM |
| PUBLIC STORAGE OPER CO | 6126 | 1589715 | COM |
| BROOKFIELD RENEWABLE CORP | 41401 | 1587303 | CL A EX SUB VTG |
| J P MORGAN EXCHANGE TRADED F | 27360 | 1566086 | EQUITY PREMIUM |
| SPDR DOW JONES INDL AVERAGE | 3227 | 1550901 | UT SER 1 |
| ALPS ETF TR | 49096 | 1544315 | ALERIAN ENERGY |
| PACER FDS TR | 43044 | 1515587 | US LRG CP CASH |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| HONEYWELL INTL INC | 7690 | 1500151 | COM |
| VANGUARD SPECIALIZED FUNDS | 6600 | 1450559 | DIV APP ETF |
| SOUTHERN CO | 16050 | 1399555 | COM |
| AGCO CORP | 13156 | 1372456 | COM |
| PALANTIR TECHNOLOGIES INC | 7568 | 1345269 | CL A |
| MARRIOTT INTL INC NEW | 4261 | 1321906 | CL A |
| ISHARES TR | 9176 | 1295035 | SELECT DIVID ETF |
| GENERAL MLS INC | 27786 | 1292049 | COM |
| INNOVATOR ETFS TRUST | 28438 | 1282607 | US EQTY PWR BUF |
| SPDR S&P MIDCAP 400 ETF TR | 2111 | 1273524 | UTSER1 S&PDCRP |
| ISHARES TR | 3280 | 1268979 | RUSSELL 3000 ETF |
| WHEATON PRECIOUS METALS CORP | 10797 | 1268919 | COM |
| VANECK ETF TRUST | 26505 | 1249974 | INTRMDT MUNI ETF |
| NEXTERA ENERGY INC | 15321 | 1229974 | COM |
| AMPHENOL CORP NEW | 9049 | 1222939 | CL A |
| ISHARES TR | 3362 | 1152908 | S&P 100 ETF |
| COMCAST CORP NEW | 37692 | 1126623 | CL A |
| ISHARES TR | 20460 | 1119369 | MSCI EMG MKT ETF |
| MONOLITHIC PWR SYS INC | 1211 | 1097602 | COM |
| JAZZ PHARMACEUTICALS PLC | 6361 | 1081370 | SHS USD |
| STRYKER CORPORATION | 3058 | 1074789 | COM |
| GENERAL MTRS CO | 13130 | 1067731 | COM |
| UNUM GROUP | 13755 | 1066013 | COM |
| VANGUARD INDEX FDS | 3813 | 1064402 | MCAP GR IDXVIP |
| SALESFORCE INC | 3979 | 1054143 | COM |
| VANGUARD TAX-MANAGED FDS | 16789 | 1048783 | VAN FTSE DEV MKT |
| LOWES COS INC | 4327 | 1043608 | COM |
| SCHWAB STRATEGIC TR | 38652 | 1040120 | US LRG CAP ETF |
| ISHARES TR | 6105 | 1025252 | CORE S&P US GWT |
| OPENDOOR TECHNOLOGIES INC | 175000 | 1020250 | COM |
| GE VERNOVA INC | 1560 | 1019762 | COM |
| REAVES UTIL INCOME FD | 27445 | 1003935 | COM SH BEN INT |
| CONOCOPHILLIPS | 10636 | 995641 | COM |
| ILLINOIS TOOL WKS INC | 3891 | 958338 | COM |
| LYONDELLBASELL INDUSTRIES N | 21916 | 948970 | SHS - A - |
| GSK PLC | 19288 | 945859 | SPONSORED ADR |
| 3M CO | 5874 | 940370 | COM |
| ETFS GOLD TR | 21900 | 899652 | PHYSCL GOLD SHS |
| CAPITAL ONE FINL CORP | 3687 | 893675 | COM |
| GLOBAL X FDS | 50239 | 887730 | NASDAQ 100 COVER |
| SSGA ACTIVE ETF TR | 27886 | 876999 | STATE STREET MUL |
| ISHARES TR | 5869 | 874364 | ESG AWR MSCI USA |
| VANECK ETF TRUST | 7675 | 873262 | JUNIOR GOLD MINE |
| CSX CORP | 24060 | 872166 | COM |
| PACER FDS TR | 10911 | 858155 | TRENDPILOT 100 |
| UNITED AIRLS HLDGS INC | 7633 | 853523 | COM |
| WASTE MGMT INC DEL | 3884 | 853312 | COM |
| NORFOLK SOUTHN CORP | 2917 | 842194 | COM |
| REGENERON PHARMACEUTICALS | 1085 | 837524 | COM |
| FRANKLIN TEMPLETON ETF TR | 29865 | 837415 | INCOME FOCUS ETF |
| WELLS FARGO CO NEW | 8870 | 826690 | COM |
| KKR & CO INC | 6408 | 816912 | COM |
| BOOKING HOLDINGS INC | 151 | 808655 | COM |
| ENBRIDGE INC | 16482 | 788334 | COM |
| ACCENTURE PLC IRELAND | 2914 | 781929 | SHS CLASS A |
| AMERICAN EXPRESS CO | 2106 | 778977 | COM |
| VANGUARD WHITEHALL FDS | 8634 | 777071 | INTL HIGH ETF |
| ENERGY TRANSFER L P | 46637 | 769039 | COM UT LTD PTN |
| WORLD GOLD TR | 8861 | 756464 | SPDR GLD MINIS |
| NOVARTIS AG | 5486 | 756409 | SPONSORED ADR |
| MONDELEZ INTL INC | 13983 | 752729 | CL A |
| REGIONS FINANCIAL CORP NEW | 27675 | 749993 | COM |
| CELESTICA INC | 2500 | 739025 | COM |
| MASTERCARD INCORPORATED | 1283 | 732490 | CL A |
| FIRST TR EXCHANGE TRADED FD | 10525 | 731172 | RISNG DIVD ACHIV |
| ISHARES GOLD TR | 8947 | 726228 | ISHARES NEW |
| ISHARES TR | 4847 | 720700 | CORE S&P TTL STK |
| ISHARES SILVER TR | 11173 | 719775 | ISHARES |
| INVESCO EXCHANGE TRADED FD T | 4591 | 719086 | AEROSPACE DEFN |
| ALTRIA GROUP INC | 12226 | 704948 | COM |
| M & T BK CORP | 3398 | 684665 | COM |
| SPDR INDEX SHS FDS | 15109 | 680194 | DJ GLB RL ES ETF |
| ISHARES TR | 3394 | 677728 | U.S. TECH ETF |
| EMCOR GROUP INC | 1093 | 668686 | COM |
| GLOBAL X FDS | 29954 | 658986 | DOW 30 COVERED C |
| ISHARES TR | 6410 | 657241 | CORE S&P US VLU |
| ISHARES TR | 13043 | 654777 | NORTH AMERN NAT |
| DELL TECHNOLOGIES INC | 5181 | 652144 | CL C |
| NATIONAL STORAGE AFFILIATES | 22400 | 631904 | COM SHS BEN IN |
| GE HEALTHCARE TECHNOLOGIES I | 7606 | 623835 | COMMON STOCK |
| ROCKWELL AUTOMATION INC | 1588 | 617843 | COM |
| THERMO FISHER SCIENTIFIC INC | 1065 | 617081 | COM |
| DUKE ENERGY CORP NEW | 5260 | 616537 | COM NEW |
| CINCINNATI FINL CORP | 3728 | 608810 | COM |
| HOWMET AEROSPACE INC | 2944 | 603511 | COM |
| FLEXSHARES TR | 13107 | 600942 | MORNSTAR UPSTR |
| MGM RESORTS INTERNATIONAL | 16391 | 598093 | COM |
| VANGUARD INTL EQUITY INDEX F | 10989 | 590763 | FTSE EMR MKT ETF |
| PALO ALTO NETWORKS INC | 3203 | 589993 | COM |
| BLACKROCK INC | 533 | 570844 | COM |
| VANGUARD WELLINGTON FD | 5519 | 560622 | SHORT TRM TAX EX |
| LPL FINL HLDGS INC | 1570 | 560582 | COM |
| CLOROX CO DEL | 5550 | 559610 | COM |
| AMERICAN TOWER CORP NEW | 3162 | 555156 | COM |
| CONSTELLATION BRANDS INC | 3999 | 551702 | CL A |
| CARLISLE COS INC | 1695 | 542163 | COM |
| RIO TINTO PLC | 6615 | 529398 | SPONSORED ADR |
| BHP GROUP LTD | 8700 | 525219 | SPONSORED ADS |
| ARK ETF TR | 6769 | 520663 | INNOVATION ETF |
| KIMBERLY-CLARK CORP | 5154 | 519960 | COM |
| ISHARES TR | 23446 | 517453 | IBONDS DEC 2030 |
| INNOVATOR ETFS TRUST | 10764 | 516457 | US EQT BUFR APR |
| MCKESSON CORP | 629 | 515894 | COM |
| OMNICOM GROUP INC | 6336 | 511608 | COM |
| CREDO TECHNOLOGY GROUP HOLDI | 3525 | 507212 | ORDINARY SHARES |
| NETFLIX INC | 5379 | 504373 | COM |
| TOWNEBANK PORTSMOUTH VA | 15055 | 502385 | COM |
| ISHARES TR | 5604 | 501309 | CORE MSCI EAFE |
| ORLA MNG LTD NEW | 36300 | 488961 | COM |
| MICRON TECHNOLOGY INC | 1694 | 483559 | COM |
| NYLI MACKAY DEFINEDTERM MUNI | 32505 | 483349 | COM |
| TEXAS INSTRS INC | 2785 | 483090 | COM |
| WISDOMTREE TR | 9289 | 482889 | INTERNTNL AI ENH |
| REALTY INCOME CORP | 8505 | 479413 | COM |
| ISHARES TR | 6902 | 479206 | U S EQUITY FACTR |
| ASTRAZENECA PLC | 5198 | 477852 | SPONSORED ADR |
| RIOT PLATFORMS INC | 37715 | 477846 | COM |
| INNOVATOR ETFS TRUST | 9651 | 476982 | US EQTY BUF OCT |
| VANGUARD INDEX FDS | 976 | 476233 | GROWTH ETF |
| SHOPIFY INC | 2955 | 475666 | CL A SUB VTG SHS |
| WILLIAMS COS INC | 7910 | 475475 | COM |
| APPLOVIN CORP | 698 | 470326 | COM CL A |
| DOW INC | 19877 | 464720 | COM |
| ISHARES TR | 4282 | 458644 | NATIONAL MUN ETF |
| MORGAN STANLEY | 2573 | 456765 | COM NEW |
| REPUBLIC SVCS INC | 2150 | 455650 | COM |
| PHILIP MORRIS INTL INC | 2811 | 450837 | COM |
| RIVERNORTH MANAGED DUR MUN I | 32700 | 445047 | COM |
| CITIGROUP INC | 3813 | 444994 | COM NEW |
| PUTNAM MANAGED MUN INCOME TR | 67563 | 423620 | COM |
| ABRDN PRECIOUS METALS BASKET | 2050 | 421480 | PHYSCL PRECS MET |
| UNITEDHEALTH GROUP INC | 1276 | 421345 | COM |
| ISHARES TR | 1971 | 418022 | S&P 500 VAL ETF |
| S&P GLOBAL INC | 787 | 411378 | COM |
| ISHARES TR | 1352 | 407260 | ISHARES SEMICDTR |
| VANGUARD WORLD FD | 982 | 405485 | MEGA GRWTH IND |
| ISHARES TR | 19142 | 404853 | IBONDS DEC 2031 |
| ISHARES TR | 15799 | 403348 | IBONDS DEC 2032 |
| DEERE & CO | 865 | 402935 | COM |
| ISHARES TR | 6196 | 402802 | CORE 60/40 BALAN |
| TJX COS INC NEW | 2614 | 401501 | COM |
| ROYAL CARIBBEAN GROUP | 1437 | 400881 | COM |
| VANGUARD MUN BD FDS | 7926 | 398574 | TAX EXEMPT BD |
| SAUL CTRS INC | 12585 | 396805 | COM |
| AXON ENTERPRISE INC | 688 | 390736 | COM |
| AGNICO EAGLE MINES LTD | 2294 | 388902 | COM |
| ROBINHOOD MKTS INC | 3373 | 381486 | COM CL A |
| PIMCO ETF TR | 3797 | 380978 | ENHAN SHRT MA AC |
| VANECK ETF TRUST | 4420 | 379103 | GOLD MINERS ETF |
| CLEARBRIDGE ENERGY MIDSTRM O | 8466 | 377992 | COM |
| TARGET CORP | 3859 | 377182 | COM |
| LAM RESEARCH CORP | 2199 | 376480 | COM NEW |
| FUTU HLDGS LTD | 2270 | 372757 | SPON ADS CL A |
| ECOLAB INC | 1414 | 371207 | COM |
| FIRST TR EXCHANGE-TRADED FD | 8370 | 371126 | SHS |
| ARES CAPITAL CORP | 18269 | 369583 | COM |
| EATON CORP PLC | 1156 | 368345 | SHS |
| PRINCIPAL EXCHANGE TRADED FD | 19278 | 367629 | SPECTRUM PFD |
| AMERICAN ELEC PWR CO INC | 3187 | 367462 | COM |
| INNOVATOR ETFS TRUST | 8391 | 362995 | US EQT ULTRA BF |
| INVESCO EXCH TRADED FD TR II | 3076 | 359788 | S&P 500 HB ETF |
| PARKER-HANNIFIN CORP | 407 | 357850 | COM |
| VANGUARD INDEX FDS | 4007 | 354538 | REAL ESTATE ETF |
| CONSTELLATION ENERGY CORP | 989 | 349207 | COM |
| LENNOX INTL INC | 696 | 338106 | COM |
| STARBUCKS CORP | 3994 | 336309 | COM |
| ISHARES TR | 14196 | 332257 | IBONDS DEC 29 |
| IES HLDGS INC | 851 | 331056 | COM |
| CANADIAN PACIFIC KANSAS CITY | 4368 | 321616 | COM |
| ISHARES TR | 12577 | 320148 | IBDS DEC28 ETF |
| VANECK ETF TRUST | 888 | 319713 | SEMICONDUCTR ETF |
| HEICO CORP NEW | 981 | 317490 | COM |
| ROPER TECHNOLOGIES INC | 706 | 314475 | COM |
| FORD MTR CO | 23918 | 313799 | COM |
| PACCAR INC | 2855 | 312651 | COM |
| FREQUENCY ELECTRS INC | 5775 | 310926 | COM |
| ISHARES TR | 3740 | 309410 | MRGSTR MD CP ETF |
| ISHARES TR | 11766 | 307563 | IBONDS DEC 2033 |
| WELLTOWER INC | 1652 | 306658 | COM |
| STATE STR CORP | 2375 | 306404 | COM |
| ISHARES TR | 3221 | 306265 | ESG AW MSCI EAFE |
| WHIRLPOOL CORP | 4215 | 304070 | COM |
| LMP CAP & INCOME FD INC | 20523 | 303946 | COM |
| GLOBAL X FDS | 19800 | 302940 | RUSSELL 2000 |
| CONSOLIDATED EDISON INC | 3046 | 302541 | COM |
| INVESCO EXCHANGE TRADED FD T | 1577 | 302023 | S&P500 EQL WGT |
| SUNOCO LP/SUNOCO FIN CORP | 5728 | 300195 | COM UT REP LP |
| ARK 21SHARES BITCOIN ETF | 10327 | 299910 | SHS BEN INT |
| DT MIDSTREAM INC | 2503 | 299559 | COMMON STOCK |
| KKR REAL ESTATE FIN TR INC | 36300 | 298386 | COM |
| CLEAN HARBORS INC | 1267 | 297086 | COM |
| CROWDSTRIKE HLDGS INC | 626 | 293444 | CL A |
| MARVELL TECHNOLOGY INC | 3435 | 291941 | COM |
| DIMENSIONAL ETF TRUST | 8945 | 291346 | EMGR CRE EQT MNG |
| FIRST TR EXCHNG TRADED FD VI | 14989 | 287119 | LOW DUR STRTGC |
| CALAMOS STRATEGIC TOTAL RETU | 14678 | 281818 | COM SH BEN INT |
| PGIM ETF TR | 5554 | 279727 | SHRT DUR HGH YLD |
| ARCHER DANIELS MIDLAND CO | 4850 | 278827 | COM |
| DELTA AIR LINES INC DEL | 3973 | 275704 | COM NEW |
| MOTOROLA SOLUTIONS INC | 719 | 275693 | COM NEW |
| ALLSTATE CORP | 1320 | 274670 | COM |
| MAGNUM ICE CREAM CO NV | 17211 | 272794 | ORD SHS |
| ISHARES TR | 1614 | 272449 | ISHARES BIOTECH |
| ISHARES BITCOIN TRUST ETF | 5330 | 264656 | SHS BEN INT |
| JANUS DETROIT STR TR | 5225 | 264281 | HENDRSON AAA CL |
| INVESCO EXCHANGE TRADED FD T | 5085 | 261907 | DIVID ACHIEVEV |
| FEDERAL RLTY INVT TR NEW | 2585 | 260568 | SH BEN INT NEW |
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