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The Analysis of Kingdom Financial Group LLC.'s Holdings & P&L

Currently, Kingdom Financial Group LLC. holds 751 types of securities in its portfolio with a total value $323.6M. In the most recent quarter, they have increased their positions in IWY (+92.2K shares, valued at $25.5M), IWX (+161.7K shares, valued at $14.9M), MUB (+133.2K shares, valued at $14.3M); decreased their positions in VNLA (-86.8K shares, valued at $4.3M), AAPL (-15.0K shares, valued at $4.1M), MSFT (-4.6K shares, valued at $2.2M); initiated new positions in NOBL (+37.8K shares, valued at $3.9M), VIG (+16.4K shares, valued at $3.6M), STEW (+154.5K shares, valued at $2.9M).

1M P&L

+7.5M+2.40%

3M P&L

+5.9M+1.87%

HY P&L

+22.4M+7.49%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A255.4M

84.0%

2Semiconductors7.1M

2.3%

3Aerospace & Defense3.8M

1.3%

Top Industries by Stock Count

1N/A341 stocks

48.2%

2Software - Application16 stocks

2.3%

3Software - Infrastructure15 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCEC CAPITOL SER TR2.2M shares22.65%2025-12-312026-02-06

IWY ISHARES TR154.6K shares147.89%2025-12-312026-02-06

IWX ISHARES TR273.7K shares144.29%2025-12-312026-02-06

MUB ISHARES TR196.9K shares208.91%2025-12-312026-02-06

EFV ISHARES TR207.7K shares149.21%2025-12-312026-02-06

EFG ISHARES TR119.6K shares148.79%2025-12-312026-02-06

IWS ISHARES TR95.1K shares147.67%2025-12-312026-02-06

IEMG ISHARES INC153.0K shares179.83%2025-12-312026-02-06

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS15.4K shares872.85%2025-12-312026-02-06

VTWO VANGUARD SCOTTSDALE FDS69.8K shares146.61%2025-12-312026-02-06

NVDA NVIDIA CORPORATION23.1K shares15.95%2025-12-312026-02-06

NOBL PROSHARES TR37.8K sharesnew addition2025-12-312026-02-06

VIG VANGUARD SPECIALIZED FUNDS16.4K sharesnew addition2025-12-312026-02-06

IWP ISHARES TR22.3K shares159.29%2025-12-312026-02-06

STEW SRH TOTAL RETURN FUND INC154.5K sharesnew addition2025-12-312026-02-06

BROADCOM INC BROADCOM INC7.5K shares100.43%2025-12-312026-02-06

Sponsored

JPM JPMORGAN CHASE & CO.7.3K shares57.03%2025-12-312026-02-06

VGSH VANGUARD SCOTTSDALE FDS37.0K shares230.07%2025-12-312026-02-06

TSM TAIWAN SEMICONDUCTOR MFG LTD6.3K shares590.76%2025-12-312026-02-06

RTX RTX CORPORATION9.7K sharesnew addition2025-12-312026-02-06

IDEV ISHARES TR18.5K sharesnew addition2025-12-312026-02-06

ALPHABET INC ALPHABET INC4.5K shares-36.42%2025-12-312026-02-06

INVESCO QQQ TR INVESCO QQQ TR2.1K sharesnew addition2025-12-312026-02-06

AGG ISHARES TR11.9K sharesnew addition2025-12-312026-02-06

Sponsored

AGEM ABRDN FDS30.9K sharesnew addition2025-12-312026-02-06

SPYM SPDR SERIES TRUST14.1K shares76.51%2025-12-312026-02-06

GE AEROSPACE GE AEROSPACE3.6K sharesnew addition2025-12-312026-02-06

XOM EXXON MOBIL CORP9.1K shares59.93%2025-12-312026-02-06

KO COCA COLA CO15.5K sharesnew addition2025-12-312026-02-06

SIXO AIM ETF PRODUCTS TRUST31.2K sharesnew addition2025-12-312026-02-06

LAM RESEARCH CORP LAM RESEARCH CORP6.0K sharesnew addition2025-12-312026-02-06

SMH VANECK ETF TRUST2.8K sharesnew addition2025-12-312026-02-06

Sponsored

OCTW AIM ETF PRODUCTS TRUST24.6K sharesnew addition2025-12-312026-02-06

CME CME GROUP INC3.3K sharesnew addition2025-12-312026-02-06

WTRG ESSENTIAL UTILS INC23.3K sharesnew addition2025-12-312026-02-06

TUA SIMPLIFY EXCHANGE TRADED FUN40.6K shares66.22%2025-12-312026-02-06

ITW ILLINOIS TOOL WKS INC3.6K sharesnew addition2025-12-312026-02-06

SEPW AIM ETF PRODUCTS TRUST26.6K shares-6.81%2025-12-312026-02-06

R RYDER SYS INC4.4K sharesnew addition2025-12-312026-02-06

ATRO ASTRONICS CORP15.4K sharesnew addition2025-12-312026-02-06

Sponsored

AAPL APPLE INC3.0K shares-83.16%2025-12-312026-02-06

VEA VANGUARD TAX-MANAGED FDS11.7K shares245.14%2025-12-312026-02-06

JULW AIM ETF PRODUCTS TRUST17.8K shares37.65%2025-12-312026-02-06

CSCO CISCO SYS INC9.0K shares45.21%2025-12-312026-02-06

PLD PROLOGIS INC.5.4K sharesnew addition2025-12-312026-02-06

ABBV ABBVIE INC3.0K shares231.93%2025-12-312026-02-06

CINF CINCINNATI FINL CORP4.2K sharesnew addition2025-12-312026-02-06

ED CONSOLIDATED EDISON INC6.6K sharesnew addition2025-12-312026-02-06

Sponsored

DECU AIM ETF PRODUCTS TRUST23.7K shares-7.42%2025-12-312026-02-06

ITA ISHARES TR3.0K sharesnew addition2025-12-312026-02-06

ALLE ALLEGION PLC4.0K sharesnew addition2025-12-312026-02-06

DGRW WISDOMTREE TR7.1K sharesnew addition2025-12-312026-02-06

GPC GENUINE PARTS CO5.2K sharesnew addition2025-12-312026-02-06

MSFT MICROSOFT CORP1.3K shares-77.67%2025-12-312026-02-06

WINN HARBOR ETF TRUST20.1K sharesnew addition2025-12-312026-02-06

AMZN AMAZON COM INC2.7K shares-71.05%2025-12-312026-02-06

Sponsored

IDA IDACORP INC4.9K sharesnew addition2025-12-312026-02-06

NI NISOURCE INC14.6K sharesnew addition2025-12-312026-02-06

CNA CNA FINL CORP12.7K sharesnew addition2025-12-312026-02-06

EXC EXELON CORP13.8K shares195.63%2025-12-312026-02-06

EMR EMERSON ELEC CO4.5K sharesnew addition2025-12-312026-02-06

LMT LOCKHEED MARTIN CORP1.2K sharesnew addition2025-12-312026-02-06

MU MICRON TECHNOLOGY INC2.0K sharesnew addition2025-12-312026-02-06

AFL AFLAC INC5.2K sharesnew addition2025-12-312026-02-06

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.3K sharesnew addition2025-12-312026-02-06

WM WASTE MGMT INC DEL2.6K shares123.23%2025-12-312026-02-06

REG REGENCY CTRS CORP8.1K sharesnew addition2025-12-312026-02-06

DLR DIGITAL RLTY TR INC3.6K sharesnew addition2025-12-312026-02-06

STRL STERLING INFRASTRUCTURE INC1.8K sharesnew addition2025-12-312026-02-06

SJM SMUCKER J M CO5.6K sharesnew addition2025-12-312026-02-06

ARTY ISHARES TR11.0K sharesnew addition2025-12-312026-02-06

CVX CHEVRON CORP NEW3.4K shares21.35%2025-12-312026-02-06

Sponsored

QBER ELEVATION SERIES TRUST21.4K shares-28.99%2025-12-312026-02-06

IVW ISHARES TR4.1K sharesnew addition2025-12-312026-02-06

XLK SELECT SECTOR SPDR TR3.4K sharesnew addition2025-12-312026-02-06

HTRB HARTFORD FDS EXCHANGE TRADED14.3K sharesnew addition2025-12-312026-02-06

IUSB ISHARES TR10.4K sharesnew addition2025-12-312026-02-06

DYNF BLACKROCK ETF TRUST7.9K sharesnew addition2025-12-312026-02-06

GS GOLDMAN SACHS GROUP INC544 shares29.22%2025-12-312026-02-06

CRS CARPENTER TECHNOLOGY CORP1.5K sharesnew addition2025-12-312026-02-06

Sponsored

IVE ISHARES TR2.2K sharesnew addition2025-12-312026-02-06

SEPZ ELEVATION SERIES TRUST10.7K shares-7.36%2025-12-312026-02-06

QUAL ISHARES TR2.3K sharesnew addition2025-12-312026-02-06

ONEZ ELEVATION SERIES TRUST16.5K shares-3.26%2025-12-312026-02-06

ADP AUTOMATIC DATA PROCESSING IN1.6K sharesnew addition2025-12-312026-02-06

TSLA TESLA INC869 shares-42.60%2025-12-312026-02-06

PLTR PALANTIR TECHNOLOGIES INC2.2K shares86.99%2025-12-312026-02-06

SPTL SPDR SERIES TRUST14.0K sharesnew addition2025-12-312026-02-06

Sponsored

VTV VANGUARD INDEX FDS1.9K sharesnew addition2025-12-312026-02-06

MGK VANGUARD WORLD FD860 sharesnew addition2025-12-312026-02-06

FIXD FIRST TR EXCHNG TRADED FD VI7.7K sharesnew addition2025-12-312026-02-06

MAGS LISTED FDS TR5.1K sharesnew addition2025-12-312026-02-06

APPS DIGITAL TURBINE INC67.1K sharesnew addition2025-12-312026-02-06

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP990 sharesnew addition2025-12-312026-02-06

SOXX ISHARES TR1.1K sharesnew addition2025-12-312026-02-06

BILZ PIMCO ETF TR3.3K shares-53.22%2025-12-312026-02-06

Sponsored

CELH CELSIUS HLDGS INC7.2K sharesnew addition2025-12-312026-02-06

SDVY FIRST TR EXCHANGE-TRADED FD8.5K sharesnew addition2025-12-312026-02-06

GEV GE VERNOVA INC485 sharesnew addition2025-12-312026-02-06

EIX EDISON INTL5.2K sharesnew addition2025-12-312026-02-06

EVRG EVERGY INC4.3K sharesnew addition2025-12-312026-02-06

XAR SPDR SERIES TRUST1.3K sharesnew addition2025-12-312026-02-06

HWM HOWMET AEROSPACE INC1.5K sharesnew addition2025-12-312026-02-06

AGGY WISDOMTREE TR7.0K sharesnew addition2025-12-312026-02-06

Sponsored

GILD GILEAD SCIENCES INC2.5K sharesnew addition2025-12-312026-02-06

AMGN AMGEN INC941 sharesnew addition2025-12-312026-02-06

FGD FIRST TR EXCHANGE TRADED FD10.2K sharesnew addition2025-12-312026-02-06

LLY ELI LILLY & CO286 shares-55.73%2025-12-312026-02-06

CNP CENTERPOINT ENERGY INC8.0K sharesnew addition2025-12-312026-02-06

QQQE DIREXION SHS ETF TR3.0K sharesnew addition2025-12-312026-02-06

XMPT VANECK ETF TRUST14.0K sharesnew addition2025-12-312026-02-06

XLF SELECT SECTOR SPDR TR5.5K sharesnew addition2025-12-312026-02-06

Sponsored

ICLO INVESCO ACTIVELY MANAGED EXC11.8K shares25.46%2025-12-312026-02-06

XLU SELECT SECTOR SPDR TR7.1K sharesnew addition2025-12-312026-02-06

WDIV SPDR INDEX SHS FDS4.0K sharesnew addition2025-12-312026-02-06

ESS ESSEX PPTY TR INC1.1K sharesnew addition2025-12-312026-02-06

BETA TECHNOLOGIES INC BETA TECHNOLOGIES INC10.5K sharesnew addition2025-12-312026-02-06

OEF ISHARES TR858 sharesnew addition2025-12-312026-02-06

FUTY FIDELITY COVINGTON TRUST5.3K sharesnew addition2025-12-312026-02-06

NTES NETEASE INC2.1K sharesnew addition2025-12-312026-02-06

Sponsored

SCHD SCHWAB STRATEGIC TR10.5K sharesnew addition2025-12-312026-02-06

HDV ISHARES TR2.4K sharesnew addition2025-12-312026-02-06

J JACOBS SOLUTIONS INC2.2K sharesnew addition2025-12-312026-02-06

XLG INVESCO EXCHANGE TRADED FD T4.7K sharesnew addition2025-12-312026-02-06

COHERENT CORP COHERENT CORP1.5K sharesnew addition2025-12-312026-02-06

VYM VANGUARD WHITEHALL FDS1.9K sharesnew addition2025-12-312026-02-06

VRT VERTIV HOLDINGS CO1.7K sharesnew addition2025-12-312026-02-06

HOOD ROBINHOOD MKTS INC2.4K sharesnew addition2025-12-312026-02-06

Sponsored

ITRI ITRON INC2.9K sharesnew addition2025-12-312026-02-06

SAH SONIC AUTOMOTIVE INC4.3K sharesnew addition2025-12-312026-02-06

APP APPLOVIN CORP386 sharesnew addition2025-12-312026-02-06

IQDG WISDOMTREE TR6.2K sharesnew addition2025-12-312026-02-06

AVAV AEROVIRONMENT INC1.1K sharesnew addition2025-12-312026-02-06

MBB ISHARES TR2.6K shares-60.69%2025-12-312026-02-06

IAUM ISHARES GOLD TR5.8K sharesnew addition2025-12-312026-02-06

WMT WALMART INC2.2K sharesnew addition2025-12-312026-02-06

Sponsored

GLDM WORLD GOLD TR2.7K sharesnew addition2025-12-312026-02-06

TLT ISHARES TR2.6K sharesnew addition2025-12-312026-02-06

GSEP FIRST TR EXCHNG TRADED FD VI5.9K sharesnew addition2025-12-312026-02-06

USMV ISHARES TR2.4K sharesnew addition2025-12-312026-02-06

USFR WISDOMTREE TR4.4K sharesnew addition2025-12-312026-02-06

HUSV FIRST TR EXCH TRADED FD III5.7K sharesnew addition2025-12-312026-02-06

DIV GLOBAL X FDS12.6K sharesnew addition2025-12-312026-02-06

ALPHABET INC ALPHABET INC687 sharesnew addition2025-12-312026-02-06

Sponsored

FOLD AMICUS THERAPEUTICS INC15.0K sharesnew addition2025-12-312026-02-06

ELEVATION SERIES TRUST ELEVATION SERIES TRUST5.6K sharesnew addition2025-12-312026-02-06

WMB WILLIAMS COS INC3.4K sharesnew addition2025-12-312026-02-06

DECZ ELEVATION SERIES TRUST5.0K sharesnew addition2025-12-312026-02-06

SCHF SCHWAB STRATEGIC TR8.3K sharesnew addition2025-12-312026-02-06

BINC BLACKROCK ETF TRUST II3.7K sharesnew addition2025-12-312026-02-06

KALU KAISER ALUMINUM CORP1.6K sharesnew addition2025-12-312026-02-06

WCMI FIRST TR EXCHANGE-TRADED FD10.5K sharesnew addition2025-12-312026-02-06

Sponsored

DECW AIM ETF PRODUCTS TRUST5.2K shares-74.90%2025-12-312026-02-06

ALEX ALEXANDER & BALDWIN INC NEW8.5K sharesnew addition2025-12-312026-02-06

UNH UNITEDHEALTH GROUP INC530 shares-67.18%2025-12-312026-02-06

VGLT VANGUARD SCOTTSDALE FDS3.0K sharesnew addition2025-12-312026-02-06

EUAD SPINNAKER ETF SERIES4.0K sharesnew addition2025-12-312026-02-06

BP BP PLC4.8K sharesnew addition2025-12-312026-02-06

NBOS NEUBERGER BERMAN ETF TRUST5.9K sharesnew addition2025-12-312026-02-06

BSV VANGUARD BD INDEX FDS2.0K sharesnew addition2025-12-312026-02-06

Sponsored

TER TERADYNE INC824 sharesnew addition2025-12-312026-02-06

JNJ JOHNSON & JOHNSON770 shares-75.42%2025-12-312026-02-06

SPYG SPDR SERIES TRUST1.5K sharesnew addition2025-12-312026-02-06

THRO BLACKROCK ETF TRUST4.0K sharesnew addition2025-12-312026-02-06

DIA SPDR DOW JONES INDL AVERAGE323 sharesnew addition2025-12-312026-02-06

VNLA JANUS DETROIT STR TR3.1K shares-96.57%2025-12-312026-02-06

IUSG ISHARES TR878 sharesnew addition2025-12-312026-02-06

CLOI VANECK ETF TRUST2.8K sharesnew addition2025-12-312026-02-06

Sponsored

RDDT REDDIT INC635 sharesnew addition2025-12-312026-02-06

OKE ONEOK INC NEW2.0K sharesnew addition2025-12-312026-02-06

EDIV SPDR INDEX SHS FDS3.7K sharesnew addition2025-12-312026-02-06

BAI BLACKROCK ETF TRUST4.4K sharesnew addition2025-12-312026-02-06

MTUM ISHARES TR566 sharesnew addition2025-12-312026-02-06

MMS MAXIMUS INC1.6K sharesnew addition2025-12-312026-02-06

JULU AIM ETF PRODUCTS TRUST4.7K sharesnew addition2025-12-312026-02-06

ANIP ANI PHARMACEUTICALS INC1.8K sharesnew addition2025-12-312026-02-06

Sponsored

INTC INTEL CORP3.8K sharesnew addition2025-12-312026-02-06

GEM GOLDMAN SACHS ETF TR3.3K sharesnew addition2025-12-312026-02-06

NBIX NEUROCRINE BIOSCIENCES INC971 sharesnew addition2025-12-312026-02-06

IVV ISHARES TR194 sharesnew addition2025-12-312026-02-06

JANW AIM ETF PRODUCTS TRUST3.6K sharesnew addition2025-12-312026-02-06

CIBR FIRST TR EXCHANGE TRADED FD1.8K sharesnew addition2025-12-312026-02-06

ANGL VANECK ETF TRUST4.3K sharesnew addition2025-12-312026-02-06

BNDX VANGUARD CHARLOTTE FDS2.6K sharesnew addition2025-12-312026-02-06

Sponsored

XLV SELECT SECTOR SPDR TR800 sharesnew addition2025-12-312026-02-06

VGIT VANGUARD SCOTTSDALE FDS2.1K sharesnew addition2025-12-312026-02-06

IETC ISHARES U S ETF TR1.2K sharesnew addition2025-12-312026-02-06

SPY SPDR S&P 500 ETF TR178 sharesnew addition2025-12-312026-02-06

TYA SIMPLIFY EXCHANGE TRADED FUN8.8K shares-28.31%2025-12-312026-02-06

VMI VALMONT INDS INC292 sharesnew addition2025-12-312026-02-06

ENVX ENOVIX CORPORATION15.8K sharesnew addition2025-12-312026-02-06

SLV ISHARES SILVER TR1.7K sharesnew addition2025-12-312026-02-06

Sponsored

LTPZ PIMCO ETF TR2.1K sharesnew addition2025-12-312026-02-06

CEG CONSTELLATION ENERGY CORP307 sharesnew addition2025-12-312026-02-06

XTEN BONDBLOXX ETF TRUST2.3K sharesnew addition2025-12-312026-02-06

VUG VANGUARD INDEX FDS220 sharesnew addition2025-12-312026-02-06

ETR ENTERGY CORP NEW1.1K sharesnew addition2025-12-312026-02-06

HIMU BLACKROCK ETF TRUST II2.1K sharesnew addition2025-12-312026-02-06

OMFL INVESCO EXCH TRD SLF IDX FD1.7K sharesnew addition2025-12-312026-02-06

PZA INVESCO EXCH TRADED FD TR II4.4K sharesnew addition2025-12-312026-02-06

Sponsored

JPST J P MORGAN EXCHANGE TRADED F2.0K sharesnew addition2025-12-312026-02-06

DECT AIM ETF PRODUCTS TRUST2.7K sharesnew addition2025-12-312026-02-06

SPDW SPDR INDEX SHS FDS2.2K sharesnew addition2025-12-312026-02-06

ISHARES GOLD TR ISHARES GOLD TR1.2K sharesnew addition2025-12-312026-02-06

EMB ISHARES TR957 sharesnew addition2025-12-312026-02-06

META META PLATFORMS INC138 shares-90.79%2025-12-312026-02-06

WFC WELLS FARGO CO NEW938 shares-64.71%2025-12-312026-02-06

SCHX SCHWAB STRATEGIC TR3.2K sharesnew addition2025-12-312026-02-06

Sponsored

NEE NEXTERA ENERGY INC1.1K sharesnew addition2025-12-312026-02-06

OCTZ ELEVATION SERIES TRUST2.0K sharesnew addition2025-12-312026-02-06

SPUC SIMPLIFY EXCHANGE TRADED FUN1.8K sharesnew addition2025-12-312026-02-06

AVLC AMERICAN CENTY ETF TR1.1K sharesnew addition2025-12-312026-02-06

IBIT ISHARES BITCOIN TRUST ETF1.7K sharesnew addition2025-12-312026-02-06

SPD SIMPLIFY EXCHANGE TRADED FUN2.1K sharesnew addition2025-12-312026-02-06

SEPT AIM ETF PRODUCTS TRUST2.3K sharesnew addition2025-12-312026-02-06

HON HONEYWELL INTL INC422 sharesnew addition2025-12-312026-02-06

Sponsored

MINT PIMCO ETF TR810 shares-92.48%2025-12-312026-02-06

T AT&T INC3.3K sharesnew addition2025-12-312026-02-06

SPYC SIMPLIFY EXCHANGE TRADED FUN1.8K sharesnew addition2025-12-312026-02-06

SPYV SPDR SERIES TRUST1.4K sharesnew addition2025-12-312026-02-06

PG PROCTER AND GAMBLE CO535 shares-71.34%2025-12-312026-02-06

JUNT AIM ETF PRODUCTS TRUST2.1K sharesnew addition2025-12-312026-02-06

IVT INVENTRUST PPTYS CORP2.6K sharesnew addition2025-12-312026-02-06

NFLX NETFLIX INC778 shares258.53%2025-12-312026-02-06

Sponsored

CAT CATERPILLAR INC126 sharesnew addition2025-12-312026-02-06

GLD SPDR GOLD TR182 sharesnew addition2025-12-312026-02-06

CAH CARDINAL HEALTH INC351 sharesnew addition2025-12-312026-02-06

IEFA ISHARES TR806 sharesnew addition2025-12-312026-02-06

LEG LEGGETT & PLATT INC6.0K sharesnew addition2025-12-312026-02-06

BITB BITWISE BITCOIN ETF TR1.4K sharesnew addition2025-12-312026-02-06

ICVT ISHARES TR651 sharesnew addition2025-12-312026-02-06

SYSB ISHARES TR702 sharesnew addition2025-12-312026-02-06

Sponsored

BEN FRANKLIN RESOURCES INC2.6K sharesnew addition2025-12-312026-02-06

GJUL FIRST TR EXCHNG TRADED FD VI1.5K shares-75.23%2025-12-312026-02-06

AVMC AMERICAN CENTY ETF TR872 sharesnew addition2025-12-312026-02-06

JANT AIM ETF PRODUCTS TRUST1.5K sharesnew addition2025-12-312026-02-06

VNQ VANGUARD INDEX FDS668 sharesnew addition2025-12-312026-02-06

ADM ARCHER DANIELS MIDLAND CO1.0K sharesnew addition2025-12-312026-02-06

MDY SPDR S&P MIDCAP 400 ETF TR97 sharesnew addition2025-12-312026-02-06

VO VANGUARD INDEX FDS201 sharesnew addition2025-12-312026-02-06

Sponsored

COST COSTCO WHSL CORP NEW67 sharesnew addition2025-12-312026-02-06

TROW PRICE T ROWE GROUP INC558 sharesnew addition2025-12-312026-02-06

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW563 sharesnew addition2025-12-312026-02-06

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD4.0K sharesnew addition2025-12-312026-02-06

SHM SPDR SERIES TRUST1.2K sharesnew addition2025-12-312026-02-06

CRDT SIMPLIFY EXCHANGE TRADED FUN2.4K sharesnew addition2025-12-312026-02-06

SWX SOUTHWEST GAS HLDGS INC694 sharesnew addition2025-12-312026-02-06

PEG PUBLIC SVC ENTERPRISE GRP IN691 sharesnew addition2025-12-312026-02-06

Sponsored

IJH ISHARES TR839 sharesnew addition2025-12-312026-02-06

SHV ISHARES TR499 sharesnew addition2025-12-312026-02-06

ZROZ PIMCO ETF TR855 sharesnew addition2025-12-312026-02-06

JULT AIM ETF PRODUCTS TRUST1.2K sharesnew addition2025-12-312026-02-06

PEP PEPSICO INC373 sharesnew addition2025-12-312026-02-06

GSLC GOLDMAN SACHS ETF TR401 sharesnew addition2025-12-312026-02-06

TGT TARGET CORP526 sharesnew addition2025-12-312026-02-06

ARKQ ARK ETF TR445 sharesnew addition2025-12-312026-02-06

Sponsored

SHLD GLOBAL X FDS773 sharesnew addition2025-12-312026-02-06

FSK FS KKR CAP CORP3.4K sharesnew addition2025-12-312026-02-06

SCHG SCHWAB STRATEGIC TR1.5K sharesnew addition2025-12-312026-02-06

AMD ADVANCED MICRO DEVICES INC229 sharesnew addition2025-12-312026-02-06

APD AIR PRODS & CHEMS INC193 sharesnew addition2025-12-312026-02-06

IJR ISHARES TR393 sharesnew addition2025-12-312026-02-06

NOC NORTHROP GRUMMAN CORP82 sharesnew addition2025-12-312026-02-06

ICSH ISHARES TR910 sharesnew addition2025-12-312026-02-06

Sponsored

CTSH COGNIZANT TECHNOLOGY SOLUTIO546 sharesnew addition2025-12-312026-02-06

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II629 sharesnew addition2025-12-312026-02-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL162 sharesnew addition2025-12-312026-02-06

NAD NUVEEN QUALITY MUNCP INCOME3.7K sharesnew addition2025-12-312026-02-06

SIXP AIM ETF PRODUCTS TRUST1.4K shares-96.29%2025-12-312026-02-06

SPEM SPDR INDEX SHS FDS931 sharesnew addition2025-12-312026-02-06

INCY INCYTE CORP440 sharesnew addition2025-12-312026-02-06

BND VANGUARD BD INDEX FDS584 sharesnew addition2025-12-312026-02-06

Sponsored

SIXJ AIM ETF PRODUCTS TRUST1.3K sharesnew addition2025-12-312026-02-06

SHOC EA SERIES TRUST627 sharesnew addition2025-12-312026-02-06

IMCG ISHARES TR530 sharesnew addition2025-12-312026-02-06

KMB KIMBERLY-CLARK CORP419 sharesnew addition2025-12-312026-02-06

QCOM QUALCOMM INC246 sharesnew addition2025-12-312026-02-06

ZTS ZOETIS INC328 sharesnew addition2025-12-312026-02-06

NVO NOVO-NORDISK A S801 sharesnew addition2025-12-312026-02-06

FLV AMERICAN CENTY ETF TR529 sharesnew addition2025-12-312026-02-06

Sponsored

QGRO AMERICAN CENTY ETF TR350 sharesnew addition2025-12-312026-02-06

BOTZ GLOBAL X FDS1.1K sharesnew addition2025-12-312026-02-06

AVLV AMERICAN CENTY ETF TR515 sharesnew addition2025-12-312026-02-06

NUBD NUSHARES ETF TR1.7K sharesnew addition2025-12-312026-02-06

IWM ISHARES TR156 sharesnew addition2025-12-312026-02-06

PDP INVESCO EXCHANGE TRADED FD T328 sharesnew addition2025-12-312026-02-06

JAAA JANUS DETROIT STR TR743 shares-97.43%2025-12-312026-02-06

PPC PILGRIMS PRIDE CORP959 sharesnew addition2025-12-312026-02-06

Sponsored

NULG NUSHARES ETF TR378 sharesnew addition2025-12-312026-02-06

DGRO ISHARES TR531 sharesnew addition2025-12-312026-02-06

RNR RENAISSANCERE HLDGS LTD129 sharesnew addition2025-12-312026-02-06

PGR PROGRESSIVE CORP151 sharesnew addition2025-12-312026-02-06

RCL ROYAL CARIBBEAN GROUP123 sharesnew addition2025-12-312026-02-06

SPSM SPDR SERIES TRUST731 sharesnew addition2025-12-312026-02-06

SO SOUTHERN CO383 sharesnew addition2025-12-312026-02-06

PAYX PAYCHEX INC297 sharesnew addition2025-12-312026-02-06

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW283 sharesnew addition2025-12-312026-02-06

MCK MCKESSON CORP40 sharesnew addition2025-12-312026-02-06

SPTM SPDR SERIES TRUST395 sharesnew addition2025-12-312026-02-06

PULS PGIM ETF TR654 sharesnew addition2025-12-312026-02-06

COEUR MNG INC COEUR MNG INC1.8K sharesnew addition2025-12-312026-02-06

IYW ISHARES TR160 sharesnew addition2025-12-312026-02-06

SCHM SCHWAB STRATEGIC TR1.0K sharesnew addition2025-12-312026-02-06

GOVT ISHARES TR1.3K shares-98.29%2025-12-312026-02-06

Sponsored

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD2.0K sharesnew addition2025-12-312026-02-06

XLRE SELECT SECTOR SPDR TR740 sharesnew addition2025-12-312026-02-06

SIXZ AIM ETF PRODUCTS TRUST1.0K sharesnew addition2025-12-312026-02-06

CEFZ ELEVATION SERIES TRUST3.6K sharesnew addition2025-12-312026-02-06

COMT ISHARES U S ETF TR1.2K sharesnew addition2025-12-312026-02-06

STIP ISHARES TR286 sharesnew addition2025-12-312026-02-06

VMBS VANGUARD SCOTTSDALE FDS619 sharesnew addition2025-12-312026-02-06

SPMB SPDR SERIES TRUST1.3K sharesnew addition2025-12-312026-02-06

Sponsored

ITOT ISHARES TR187 sharesnew addition2025-12-312026-02-06

LDUR PIMCO ETF TR287 sharesnew addition2025-12-312026-02-06

NULV NUSHARES ETF TR608 sharesnew addition2025-12-312026-02-06

USIG ISHARES TR529 sharesnew addition2025-12-312026-02-06

SPAB SPDR SERIES TRUST1.1K sharesnew addition2025-12-312026-02-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL54 shares-94.42%2025-12-312026-02-06

VUSB VANGUARD BD INDEX FDS544 sharesnew addition2025-12-312026-02-06

VGT VANGUARD WORLD FD36 sharesnew addition2025-12-312026-02-06

Sponsored

WTAI WISDOMTREE TR913 sharesnew addition2025-12-312026-02-06

SIXD AIM ETF PRODUCTS TRUST915 sharesnew addition2025-12-312026-02-06

ATO ATMOS ENERGY CORP157 sharesnew addition2025-12-312026-02-06

TMFG RBB FD INC874 sharesnew addition2025-12-312026-02-06

IGIB ISHARES TR483 sharesnew addition2025-12-312026-02-06

IEI ISHARES TR216 sharesnew addition2025-12-312026-02-06

SHOP SHOPIFY INC160 sharesnew addition2025-12-312026-02-06

CASS CASS INFORMATION SYS INC615 sharesnew addition2025-12-312026-02-06

Sponsored

MERCK & CO INC MERCK & CO INC241 sharesnew addition2025-12-312026-02-06

VFLO VICTORY PORTFOLIOS II642 sharesnew addition2025-12-312026-02-06

NUDM NUSHARES ETF TR677 sharesnew addition2025-12-312026-02-06

SBUX STARBUCKS CORP291 sharesnew addition2025-12-312026-02-06

XONE BONDBLOXX ETF TRUST489 shares-96.56%2025-12-312026-02-06

PFGC PERFORMANCE FOOD GROUP CO269 sharesnew addition2025-12-312026-02-06

CWB SPDR SERIES TRUST270 sharesnew addition2025-12-312026-02-06

GBIL GOLDMAN SACHS ETF TR240 sharesnew addition2025-12-312026-02-06

Sponsored

PYLD PIMCO ETF TR890 sharesnew addition2025-12-312026-02-06

SON SONOCO PRODS CO527 sharesnew addition2025-12-312026-02-06

HIG HARTFORD INSURANCE GROUP INC163 sharesnew addition2025-12-312026-02-06

DFSV DIMENSIONAL ETF TRUST682 sharesnew addition2025-12-312026-02-06

NSC NORFOLK SOUTHN CORP77 sharesnew addition2025-12-312026-02-06

AVDV AMERICAN CENTY ETF TR230 sharesnew addition2025-12-312026-02-06

PANW PALO ALTO NETWORKS INC117 sharesnew addition2025-12-312026-02-06

FEBW AIM ETF PRODUCTS TRUST633 sharesnew addition2025-12-312026-02-06

Sponsored

FDVV FIDELITY COVINGTON TRUST362 sharesnew addition2025-12-312026-02-06

SPSB SPDR SERIES TRUST669 sharesnew addition2025-12-312026-02-06

SUB ISHARES TR189 sharesnew addition2025-12-312026-02-06

AVIG AMERICAN CENTY ETF TR479 shares-98.60%2025-12-312026-02-06

AWK AMERICAN WTR WKS CO INC NEW154 sharesnew addition2025-12-312026-02-06

SMHX VANECK ETF TRUST526 sharesnew addition2025-12-312026-02-06

JMUB J P MORGAN EXCHANGE TRADED F395 sharesnew addition2025-12-312026-02-06

HCA HCA HEALTHCARE INC42 sharesnew addition2025-12-312026-02-06

Sponsored

FLRN SPDR SERIES TRUST627 sharesnew addition2025-12-312026-02-06

AON PLC AON PLC53 sharesnew addition2025-12-312026-02-06

MAIN MAIN STR CAP CORP306 sharesnew addition2025-12-312026-02-06

SNX TD SYNNEX CORPORATION121 sharesnew addition2025-12-312026-02-06

XSD SPDR SERIES TRUST57 sharesnew addition2025-12-312026-02-06

TIDAL TRUST II TIDAL TRUST II1.0K sharesnew addition2025-12-312026-02-06

TXN TEXAS INSTRS INC100 sharesnew addition2025-12-312026-02-06

AVDE AMERICAN CENTY ETF TR211 sharesnew addition2025-12-312026-02-06

Sponsored

VB VANGUARD INDEX FDS67 sharesnew addition2025-12-312026-02-06

SPMD SPDR SERIES TRUST298 sharesnew addition2025-12-312026-02-06

AMP AMERIPRISE FINL INC35 sharesnew addition2025-12-312026-02-06

ASML ASML HOLDING N V16 sharesnew addition2025-12-312026-02-06

ROE EA SERIES TRUST480 sharesnew addition2025-12-312026-02-06

APH AMPHENOL CORP NEW125 sharesnew addition2025-12-312026-02-06

RPRX ROYALTY PHARMA PLC436 sharesnew addition2025-12-312026-02-06

ARISTA NETWORKS INC ARISTA NETWORKS INC128 sharesnew addition2025-12-312026-02-06

Sponsored

VZ VERIZON COMMUNICATIONS INC406 sharesnew addition2025-12-312026-02-06

LHX L3HARRIS TECHNOLOGIES INC56 sharesnew addition2025-12-312026-02-06

FDG AMERICAN CENTY ETF TR128 sharesnew addition2025-12-312026-02-06

XLSR SSGA ACTIVE TR260 sharesnew addition2025-12-312026-02-06

AVSC AMERICAN CENTY ETF TR275 sharesnew addition2025-12-312026-02-06

XT ISHARES TR231 sharesnew addition2025-12-312026-02-06

SUSA ISHARES TR114 sharesnew addition2025-12-312026-02-06

FENI FIDELITY COVINGTON TRUST429 sharesnew addition2025-12-312026-02-06

Sponsored

CTAS CINTAS CORP83 sharesnew addition2025-12-312026-02-06

TMUS T-MOBILE US INC75 sharesnew addition2025-12-312026-02-06

KT KT CORP802 sharesnew addition2025-12-312026-02-06

QINT AMERICAN CENTY ETF TR232 sharesnew addition2025-12-312026-02-06

MPWR MONOLITHIC PWR SYS INC16 sharesnew addition2025-12-312026-02-06

UNFI UNITED NAT FOODS INC431 sharesnew addition2025-12-312026-02-06

PFE PFIZER INC580 sharesnew addition2025-12-312026-02-06

BLACKSTONE INC BLACKSTONE INC93 sharesnew addition2025-12-312026-02-06

Sponsored

COP CONOCOPHILLIPS152 sharesnew addition2025-12-312026-02-06

NUHY NUSHARES ETF TR658 sharesnew addition2025-12-312026-02-06

AVRE AMERICAN CENTY ETF TR319 sharesnew addition2025-12-312026-02-06

FITB FIFTH THIRD BANCORP292 sharesnew addition2025-12-312026-02-06

NNOV INNOVATOR ETFS TRUST471 sharesnew addition2025-12-312026-02-06

XEL XCEL ENERGY INC182 sharesnew addition2025-12-312026-02-06

IWF ISHARES TR28 sharesnew addition2025-12-312026-02-06

VRSN VERISIGN INC55 sharesnew addition2025-12-312026-02-06

Sponsored

SILA SILA REALTY TRUST INC560 sharesnew addition2025-12-312026-02-06

GDX VANECK ETF TRUST151 sharesnew addition2025-12-312026-02-06

MAA MID-AMER APT CMNTYS INC93 sharesnew addition2025-12-312026-02-06

MO ALTRIA GROUP INC220 sharesnew addition2025-12-312026-02-06

FDN FIRST TR EXCHANGE-TRADED FD47 sharesnew addition2025-12-312026-02-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T66 sharesnew addition2025-12-312026-02-06

IDR IDAHO STRATEGIC RESOURCES312 sharesnew addition2025-12-312026-02-06

TT TRANE TECHNOLOGIES PLC32 sharesnew addition2025-12-312026-02-06

Sponsored

MA MASTERCARD INCORPORATED21 sharesnew addition2025-12-312026-02-06

HP INC HP INC538 sharesnew addition2025-12-312026-02-06

ADBE ADOBE INC34 sharesnew addition2025-12-312026-02-06

HD HOME DEPOT INC35 shares-93.31%2025-12-312026-02-06

DHR DANAHER CORPORATION51 sharesnew addition2025-12-312026-02-06

JQUA J P MORGAN EXCHANGE TRADED F182 sharesnew addition2025-12-312026-02-06

AVXC AMERICAN CENTY ETF TR179 sharesnew addition2025-12-312026-02-06

ACGL ARCH CAP GROUP LTD118 sharesnew addition2025-12-312026-02-06

Sponsored

PKST PEAKSTONE REALTY TRUST788 sharesnew addition2025-12-312026-02-06

VOOG VANGUARD ADMIRAL FDS INC25 sharesnew addition2025-12-312026-02-06

KOMP SPDR SERIES TRUST183 sharesnew addition2025-12-312026-02-06

MGC VANGUARD WORLD FD43 sharesnew addition2025-12-312026-02-06

VYMI VANGUARD WHITEHALL FDS118 sharesnew addition2025-12-312026-02-06

FTNT FORTINET INC132 sharesnew addition2025-12-312026-02-06

BBEU J P MORGAN EXCHANGE TRADED F141 sharesnew addition2025-12-312026-02-06

CARY ANGEL OAK FUNDS TRUST495 sharesnew addition2025-12-312026-02-06

Sponsored

KEY KEYCORP490 sharesnew addition2025-12-312026-02-06

NUEM NUSHARES ETF TR284 sharesnew addition2025-12-312026-02-06

TJX TJX COS INC NEW66 sharesnew addition2025-12-312026-02-06

EAT BRINKER INTL INC70 sharesnew addition2025-12-312026-02-06

COMM COMMSCOPE HLDG CO INC546 sharesnew addition2025-12-312026-02-06

PLMR PALOMAR HLDGS INC73 sharesnew addition2025-12-312026-02-06

UNM UNUM GROUP126 sharesnew addition2025-12-312026-02-06

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F147 sharesnew addition2025-12-312026-02-06

Sponsored

MS MORGAN STANLEY51 sharesnew addition2025-12-312026-02-06

MMC MARSH & MCLENNAN COS INC48 sharesnew addition2025-12-312026-02-06

FNDE SCHWAB STRATEGIC TR248 sharesnew addition2025-12-312026-02-06

SKYY FIRST TR EXCHANGE TRADED FD69 sharesnew addition2025-12-312026-02-06

ES EVERSOURCE ENERGY131 sharesnew addition2025-12-312026-02-06

BBDC BARINGS BDC INC960 sharesnew addition2025-12-312026-02-06

JEPI J P MORGAN EXCHANGE TRADED F149 sharesnew addition2025-12-312026-02-06

NNN NNN REIT INC215 sharesnew addition2025-12-312026-02-06

Sponsored

DHI D R HORTON INC59 sharesnew addition2025-12-312026-02-06

PAAA PGIM ETF TR166 sharesnew addition2025-12-312026-02-06

NOCT INNOVATOR ETFS TRUST145 sharesnew addition2025-12-312026-02-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND31 sharesnew addition2025-12-312026-02-06

BJ BJS WHSL CLUB HLDGS INC93 sharesnew addition2025-12-312026-02-06

EQIX EQUINIX INC11 sharesnew addition2025-12-312026-02-06

IBHF ISHARES TR362 sharesnew addition2025-12-312026-02-06

PGX INVESCO EXCH TRADED FD TR II741 sharesnew addition2025-12-312026-02-06

Sponsored

PAAS PAN AMERN SILVER CORP159 sharesnew addition2025-12-312026-02-06

TMSL T ROWE PRICE ETF INC229 sharesnew addition2025-12-312026-02-06

EXE EXPAND ENERGY CORPORATION74 sharesnew addition2025-12-312026-02-06

CRDO CREDO TECHNOLOGY GROUP HOLDI56 sharesnew addition2025-12-312026-02-06

COWZ PACER FDS TR133 sharesnew addition2025-12-312026-02-06

IGV ISHARES TR75 sharesnew addition2025-12-312026-02-06

CROWN CASTLE INC CROWN CASTLE INC87 sharesnew addition2025-12-312026-02-06

RBRK RUBRIK INC.100 sharesnew addition2025-12-312026-02-06

Sponsored

NVBU AIM ETF PRODUCTS TRUST263 sharesnew addition2025-12-312026-02-06

CVNA CARVANA CO18 sharesnew addition2025-12-312026-02-06

BR BROADRIDGE FINL SOLUTIONS IN34 sharesnew addition2025-12-312026-02-06

MDB MONGODB INC18 sharesnew addition2025-12-312026-02-06

OCTU AIM ETF PRODUCTS TRUST264 sharesnew addition2025-12-312026-02-06

ABT ABBOTT LABS60 sharesnew addition2025-12-312026-02-06

ALLY ALLY FINL INC165 sharesnew addition2025-12-312026-02-06

RAMP LIVERAMP HLDGS INC247 sharesnew addition2025-12-312026-02-06

Sponsored

ERIE ERIE INDTY CO25 sharesnew addition2025-12-312026-02-06

DBMF LITMAN GREGORY FDS TR250 sharesnew addition2025-12-312026-02-06

VLO VALERO ENERGY CORP42 sharesnew addition2025-12-312026-02-06

TE CONNECTIVITY PLC TE CONNECTIVITY PLC30 sharesnew addition2025-12-312026-02-06

CITIGROUP INC CITIGROUP INC58 sharesnew addition2025-12-312026-02-06

ALPS ETF TR ALPS ETF TR117 sharesnew addition2025-12-312026-02-06

KORP AMERICAN CENTY ETF TR142 sharesnew addition2025-12-312026-02-06

AFG AMERICAN FINL GROUP INC OHIO49 sharesnew addition2025-12-312026-02-06

Sponsored

ALL ALLSTATE CORP32 sharesnew addition2025-12-312026-02-06

GWX SPDR INDEX SHS FDS162 sharesnew addition2025-12-312026-02-06

BA BOEING CO30 sharesnew addition2025-12-312026-02-06

SPGI S&P GLOBAL INC12 sharesnew addition2025-12-312026-02-06

SYK STRYKER CORPORATION18 sharesnew addition2025-12-312026-02-06

AEM AGNICO EAGLE MINES LTD37 sharesnew addition2025-12-312026-02-06

ADI ANALOG DEVICES INC23 sharesnew addition2025-12-312026-02-06

IP INTERNATIONAL PAPER CO159 sharesnew addition2025-12-312026-02-06

Sponsored

CCL CARNIVAL CORP204 sharesnew addition2025-12-312026-02-06

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F64 sharesnew addition2025-12-312026-02-06

CB CHUBB LIMITED19 sharesnew addition2025-12-312026-02-06

ARM ARM HOLDINGS PLC53 sharesnew addition2025-12-312026-02-06

GFF GRIFFON CORP76 sharesnew addition2025-12-312026-02-06

AUGT AIM ETF PRODUCTS TRUST157 sharesnew addition2025-12-312026-02-06

CDW CDW CORP41 sharesnew addition2025-12-312026-02-06

MEDTRONIC PLC MEDTRONIC PLC58 sharesnew addition2025-12-312026-02-06

Sponsored

MTB M & T BK CORP27 sharesnew addition2025-12-312026-02-06

ROP ROPER TECHNOLOGIES INC12 sharesnew addition2025-12-312026-02-06

JPIN J P MORGAN EXCHANGE TRADED F79 sharesnew addition2025-12-312026-02-06

AMAT APPLIED MATLS INC21 sharesnew addition2025-12-312026-02-06

AVSF AMERICAN CENTY ETF TR112 sharesnew addition2025-12-312026-02-06

BAC BANK AMERICA CORP94 sharesnew addition2025-12-312026-02-06

MWA MUELLER WTR PRODS INC216 sharesnew addition2025-12-312026-02-06

EW EDWARDS LIFESCIENCES CORP60 sharesnew addition2025-12-312026-02-06

Sponsored

SCHW SCHWAB CHARLES CORP51 sharesnew addition2025-12-312026-02-06

CMS CMS ENERGY CORP71 sharesnew addition2025-12-312026-02-06

DJT TRUMP MEDIA & TECHNOLOGY GRO377 sharesnew addition2025-12-312026-02-06

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC101 sharesnew addition2025-12-312026-02-06

PJT PJT PARTNERS INC29 sharesnew addition2025-12-312026-02-06

NSEP INNOVATOR ETFS TRUST165 sharesnew addition2025-12-312026-02-06

CMBS ISHARES TR97 shares-99.27%2025-12-312026-02-06

NJR NEW JERSEY RES CORP103 sharesnew addition2025-12-312026-02-06

Sponsored

XHLF BONDBLOXX ETF TRUST94 sharesnew addition2025-12-312026-02-06

DOCU DOCUSIGN INC69 sharesnew addition2025-12-312026-02-06

CALM CAL MAINE FOODS INC58 sharesnew addition2025-12-312026-02-06

QQQM INVESCO EXCH TRADED FD TR II18 sharesnew addition2025-12-312026-02-06

SCEC

CAPITOL SER TR

22.65%

Shares2.2M

Event2025-12-31

Filed2026-02-06

IWY

ISHARES TR

147.89%

Shares154.6K

Event2025-12-31

Filed2026-02-06

IWX

ISHARES TR

144.29%

Shares273.7K

Event2025-12-31

Filed2026-02-06

MUB

ISHARES TR

208.91%

Shares196.9K

Event2025-12-31

Filed2026-02-06

EFV

ISHARES TR

149.21%

Shares207.7K

Event2025-12-31

Filed2026-02-06

EFG

ISHARES TR

148.79%

Shares119.6K

Event2025-12-31

Filed2026-02-06

IWS

ISHARES TR

147.67%

Shares95.1K

Event2025-12-31

Filed2026-02-06

IEMG

ISHARES INC

179.83%

Shares153.0K

Event2025-12-31

Filed2026-02-06

VANGUARD INDEX FDS

872.85%

Shares15.4K

Event2025-12-31

Filed2026-02-06

VTWO

VANGUARD SCOTTSDALE FDS

146.61%

Shares69.8K

Event2025-12-31

Filed2026-02-06

NVDA

NVIDIA CORPORATION

15.95%

Shares23.1K

Event2025-12-31

Filed2026-02-06

NOBL

PROSHARES TR

New

Shares37.8K

Event2025-12-31

Filed2026-02-06

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares16.4K

Event2025-12-31

Filed2026-02-06

IWP

ISHARES TR

159.29%

Shares22.3K

Event2025-12-31

Filed2026-02-06

STEW

SRH TOTAL RETURN FUND INC

New

Shares154.5K

Event2025-12-31

Filed2026-02-06

BROADCOM INC

100.43%

Shares7.5K

Event2025-12-31

Filed2026-02-06

JPM

JPMORGAN CHASE & CO.

57.03%

Shares7.3K

Event2025-12-31

Filed2026-02-06

VGSH

VANGUARD SCOTTSDALE FDS

230.07%

Shares37.0K

Event2025-12-31

Filed2026-02-06

TSM

TAIWAN SEMICONDUCTOR MFG LTD

590.76%

Shares6.3K

Event2025-12-31

Filed2026-02-06

RTX

RTX CORPORATION

New

Shares9.7K

Event2025-12-31

Filed2026-02-06

IDEV

ISHARES TR

New

Shares18.5K

Event2025-12-31

Filed2026-02-06

ALPHABET INC

-36.42%

Shares4.5K

Event2025-12-31

Filed2026-02-06

INVESCO QQQ TR

New

Shares2.1K

Event2025-12-31

Filed2026-02-06

AGG

ISHARES TR

New

Shares11.9K

Event2025-12-31

Filed2026-02-06

AGEM

ABRDN FDS

New

Shares30.9K

Event2025-12-31

Filed2026-02-06

SPYM

SPDR SERIES TRUST

76.51%

Shares14.1K

Event2025-12-31

Filed2026-02-06

GE AEROSPACE

New

Shares3.6K

Event2025-12-31

Filed2026-02-06

XOM

EXXON MOBIL CORP

59.93%

Shares9.1K

Event2025-12-31

Filed2026-02-06

COCA COLA CO

New

Shares15.5K

Event2025-12-31

Filed2026-02-06

SIXO

AIM ETF PRODUCTS TRUST

New

Shares31.2K

Event2025-12-31

Filed2026-02-06

LAM RESEARCH CORP

New

Shares6.0K

Event2025-12-31

Filed2026-02-06

SMH

VANECK ETF TRUST

New

Shares2.8K

Event2025-12-31

Filed2026-02-06

OCTW

AIM ETF PRODUCTS TRUST

New

Shares24.6K

Event2025-12-31

Filed2026-02-06

CME

CME GROUP INC

New

Shares3.3K

Event2025-12-31

Filed2026-02-06

WTRG

ESSENTIAL UTILS INC

New

Shares23.3K

Event2025-12-31

Filed2026-02-06

TUA

SIMPLIFY EXCHANGE TRADED FUN

66.22%

Shares40.6K

Event2025-12-31

Filed2026-02-06

ITW

ILLINOIS TOOL WKS INC

New

Shares3.6K

Event2025-12-31

Filed2026-02-06

SEPW

AIM ETF PRODUCTS TRUST

-6.81%

Shares26.6K

Event2025-12-31

Filed2026-02-06

RYDER SYS INC

New

Shares4.4K

Event2025-12-31

Filed2026-02-06

ATRO

ASTRONICS CORP

New

Shares15.4K

Event2025-12-31

Filed2026-02-06

AAPL

APPLE INC

-83.16%

Shares3.0K

Event2025-12-31

Filed2026-02-06

VEA

VANGUARD TAX-MANAGED FDS

245.14%

Shares11.7K

Event2025-12-31

Filed2026-02-06

JULW

AIM ETF PRODUCTS TRUST

37.65%

Shares17.8K

Event2025-12-31

Filed2026-02-06

CSCO

CISCO SYS INC

45.21%

Shares9.0K

Event2025-12-31

Filed2026-02-06

PLD

PROLOGIS INC.

New

Shares5.4K

Event2025-12-31

Filed2026-02-06

ABBV

ABBVIE INC

231.93%

Shares3.0K

Event2025-12-31

Filed2026-02-06

CINF

CINCINNATI FINL CORP

New

Shares4.2K

Event2025-12-31

Filed2026-02-06

CONSOLIDATED EDISON INC

New

Shares6.6K

Event2025-12-31

Filed2026-02-06

DECU

AIM ETF PRODUCTS TRUST

-7.42%

Shares23.7K

Event2025-12-31

Filed2026-02-06

ITA

ISHARES TR

New

Shares3.0K

Event2025-12-31

Filed2026-02-06

ALLE

ALLEGION PLC

New

Shares4.0K

Event2025-12-31

Filed2026-02-06

DGRW

WISDOMTREE TR

New

Shares7.1K

Event2025-12-31

Filed2026-02-06

GPC

GENUINE PARTS CO

New

Shares5.2K

Event2025-12-31

Filed2026-02-06

MSFT

MICROSOFT CORP

-77.67%

Shares1.3K

Event2025-12-31

Filed2026-02-06

WINN

HARBOR ETF TRUST

New

Shares20.1K

Event2025-12-31

Filed2026-02-06

AMZN

AMAZON COM INC

-71.05%

Shares2.7K

Event2025-12-31

Filed2026-02-06

IDA

IDACORP INC

New

Shares4.9K

Event2025-12-31

Filed2026-02-06

NISOURCE INC

New

Shares14.6K

Event2025-12-31

Filed2026-02-06

CNA

CNA FINL CORP

New

Shares12.7K

Event2025-12-31

Filed2026-02-06

EXC

EXELON CORP

195.63%

Shares13.8K

Event2025-12-31

Filed2026-02-06

EMR

EMERSON ELEC CO

New

Shares4.5K

Event2025-12-31

Filed2026-02-06

LMT

LOCKHEED MARTIN CORP

New

Shares1.2K

Event2025-12-31

Filed2026-02-06

MICRON TECHNOLOGY INC

New

Shares2.0K

Event2025-12-31

Filed2026-02-06

AFL

AFLAC INC

New

Shares5.2K

Event2025-12-31

Filed2026-02-06

WEC ENERGY GROUP INC

New

Shares5.3K

Event2025-12-31

Filed2026-02-06

WASTE MGMT INC DEL

123.23%

Shares2.6K

Event2025-12-31

Filed2026-02-06

REG

REGENCY CTRS CORP

New

Shares8.1K

Event2025-12-31

Filed2026-02-06

DLR

DIGITAL RLTY TR INC

New

Shares3.6K

Event2025-12-31

Filed2026-02-06

STRL

STERLING INFRASTRUCTURE INC

New

Shares1.8K

Event2025-12-31

Filed2026-02-06

SJM

SMUCKER J M CO

New

Shares5.6K

Event2025-12-31

Filed2026-02-06

ARTY

ISHARES TR

New

Shares11.0K

Event2025-12-31

Filed2026-02-06

CVX

CHEVRON CORP NEW

21.35%

Shares3.4K

Event2025-12-31

Filed2026-02-06

QBER

ELEVATION SERIES TRUST

-28.99%

Shares21.4K

Event2025-12-31

Filed2026-02-06

IVW

ISHARES TR

New

Shares4.1K

Event2025-12-31

Filed2026-02-06

XLK

SELECT SECTOR SPDR TR

New

Shares3.4K

Event2025-12-31

Filed2026-02-06

HTRB

HARTFORD FDS EXCHANGE TRADED

New

Shares14.3K

Event2025-12-31

Filed2026-02-06

IUSB

ISHARES TR

New

Shares10.4K

Event2025-12-31

Filed2026-02-06

DYNF

BLACKROCK ETF TRUST

New

Shares7.9K

Event2025-12-31

Filed2026-02-06

GOLDMAN SACHS GROUP INC

29.22%

Shares544

Event2025-12-31

Filed2026-02-06

CRS

CARPENTER TECHNOLOGY CORP

New

Shares1.5K

Event2025-12-31

Filed2026-02-06

IVE

ISHARES TR

New

Shares2.2K

Event2025-12-31

Filed2026-02-06

SEPZ

ELEVATION SERIES TRUST

-7.36%

Shares10.7K

Event2025-12-31

Filed2026-02-06

QUAL

ISHARES TR

New

Shares2.3K

Event2025-12-31

Filed2026-02-06

ONEZ

ELEVATION SERIES TRUST

-3.26%

Shares16.5K

Event2025-12-31

Filed2026-02-06

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares1.6K

Event2025-12-31

Filed2026-02-06

TSLA

TESLA INC

-42.60%

Shares869

Event2025-12-31

Filed2026-02-06

PLTR

PALANTIR TECHNOLOGIES INC

86.99%

Shares2.2K

Event2025-12-31

Filed2026-02-06

SPTL

SPDR SERIES TRUST

New

Shares14.0K

Event2025-12-31

Filed2026-02-06

VTV

VANGUARD INDEX FDS

New

Shares1.9K

Event2025-12-31

Filed2026-02-06

MGK

VANGUARD WORLD FD

New

Shares860

Event2025-12-31

Filed2026-02-06

FIXD

FIRST TR EXCHNG TRADED FD VI

New

Shares7.7K

Event2025-12-31

Filed2026-02-06

MAGS

LISTED FDS TR

New

Shares5.1K

Event2025-12-31

Filed2026-02-06

APPS

DIGITAL TURBINE INC

New

Shares67.1K

Event2025-12-31

Filed2026-02-06

GENERAL DYNAMICS CORP

New

Shares990

Event2025-12-31

Filed2026-02-06

SOXX

ISHARES TR

New

Shares1.1K

Event2025-12-31

Filed2026-02-06

BILZ

PIMCO ETF TR

-53.22%

Shares3.3K

Event2025-12-31

Filed2026-02-06

CELH

CELSIUS HLDGS INC

New

Shares7.2K

Event2025-12-31

Filed2026-02-06

SDVY

FIRST TR EXCHANGE-TRADED FD

New

Shares8.5K

Event2025-12-31

Filed2026-02-06

GEV

GE VERNOVA INC

New

Shares485

Event2025-12-31

Filed2026-02-06

EIX

EDISON INTL

New

Shares5.2K

Event2025-12-31

Filed2026-02-06

EVRG

EVERGY INC

New

Shares4.3K

Event2025-12-31

Filed2026-02-06

XAR

SPDR SERIES TRUST

New

Shares1.3K

Event2025-12-31

Filed2026-02-06

HWM

HOWMET AEROSPACE INC

New

Shares1.5K

Event2025-12-31

Filed2026-02-06

AGGY

WISDOMTREE TR

New

Shares7.0K

Event2025-12-31

Filed2026-02-06

GILD

GILEAD SCIENCES INC

New

Shares2.5K

Event2025-12-31

Filed2026-02-06

AMGN

AMGEN INC

New

Shares941

Event2025-12-31

Filed2026-02-06

FGD

FIRST TR EXCHANGE TRADED FD

New

Shares10.2K

Event2025-12-31

Filed2026-02-06

LLY

ELI LILLY & CO

-55.73%

Shares286

Event2025-12-31

Filed2026-02-06

CNP

CENTERPOINT ENERGY INC

New

Shares8.0K

Event2025-12-31

Filed2026-02-06

QQQE

DIREXION SHS ETF TR

New

Shares3.0K

Event2025-12-31

Filed2026-02-06

XMPT

VANECK ETF TRUST

New

Shares14.0K

Event2025-12-31

Filed2026-02-06

XLF

SELECT SECTOR SPDR TR

New

Shares5.5K

Event2025-12-31

Filed2026-02-06

ICLO

INVESCO ACTIVELY MANAGED EXC

25.46%

Shares11.8K

Event2025-12-31

Filed2026-02-06

XLU

SELECT SECTOR SPDR TR

New

Shares7.1K

Event2025-12-31

Filed2026-02-06

WDIV

SPDR INDEX SHS FDS

New

Shares4.0K

Event2025-12-31

Filed2026-02-06

ESS

ESSEX PPTY TR INC

New

Shares1.1K

Event2025-12-31

Filed2026-02-06

BETA TECHNOLOGIES INC

New

Shares10.5K

Event2025-12-31

Filed2026-02-06

OEF

ISHARES TR

New

Shares858

Event2025-12-31

Filed2026-02-06

FUTY

FIDELITY COVINGTON TRUST

New

Shares5.3K

Event2025-12-31

Filed2026-02-06

NTES

NETEASE INC

New

Shares2.1K

Event2025-12-31

Filed2026-02-06

SCHD

SCHWAB STRATEGIC TR

New

Shares10.5K

Event2025-12-31

Filed2026-02-06

HDV

ISHARES TR

New

Shares2.4K

Event2025-12-31

Filed2026-02-06

JACOBS SOLUTIONS INC

New

Shares2.2K

Event2025-12-31

Filed2026-02-06

XLG

INVESCO EXCHANGE TRADED FD T

New

Shares4.7K

Event2025-12-31

Filed2026-02-06

COHERENT CORP

New

Shares1.5K

Event2025-12-31

Filed2026-02-06

VYM

VANGUARD WHITEHALL FDS

New

Shares1.9K

Event2025-12-31

Filed2026-02-06

VRT

VERTIV HOLDINGS CO

New

Shares1.7K

Event2025-12-31

Filed2026-02-06

HOOD

ROBINHOOD MKTS INC

New

Shares2.4K

Event2025-12-31

Filed2026-02-06

ITRI

ITRON INC

New

Shares2.9K

Event2025-12-31

Filed2026-02-06

SAH

SONIC AUTOMOTIVE INC

New

Shares4.3K

Event2025-12-31

Filed2026-02-06

APP

APPLOVIN CORP

New

Shares386

Event2025-12-31

Filed2026-02-06

IQDG

WISDOMTREE TR

New

Shares6.2K

Event2025-12-31

Filed2026-02-06

AVAV

AEROVIRONMENT INC

New

Shares1.1K

Event2025-12-31

Filed2026-02-06

MBB

ISHARES TR

-60.69%

Shares2.6K

Event2025-12-31

Filed2026-02-06

IAUM

ISHARES GOLD TR

New

Shares5.8K

Event2025-12-31

Filed2026-02-06

WMT

WALMART INC

New

Shares2.2K

Event2025-12-31

Filed2026-02-06

GLDM

WORLD GOLD TR

New

Shares2.7K

Event2025-12-31

Filed2026-02-06

TLT

ISHARES TR

New

Shares2.6K

Event2025-12-31

Filed2026-02-06

GSEP

FIRST TR EXCHNG TRADED FD VI

New

Shares5.9K

Event2025-12-31

Filed2026-02-06

USMV

ISHARES TR

New

Shares2.4K

Event2025-12-31

Filed2026-02-06

USFR

WISDOMTREE TR

New

Shares4.4K

Event2025-12-31

Filed2026-02-06

HUSV

FIRST TR EXCH TRADED FD III

New

Shares5.7K

Event2025-12-31

Filed2026-02-06

DIV

GLOBAL X FDS

New

Shares12.6K

Event2025-12-31

Filed2026-02-06

ALPHABET INC

New

Shares687

Event2025-12-31

Filed2026-02-06

FOLD

AMICUS THERAPEUTICS INC

New

Shares15.0K

Event2025-12-31

Filed2026-02-06

ELEVATION SERIES TRUST

New

Shares5.6K

Event2025-12-31

Filed2026-02-06

WMB

WILLIAMS COS INC

New

Shares3.4K

Event2025-12-31

Filed2026-02-06

DECZ

ELEVATION SERIES TRUST

New

Shares5.0K

Event2025-12-31

Filed2026-02-06

SCHF

SCHWAB STRATEGIC TR

New

Shares8.3K

Event2025-12-31

Filed2026-02-06

BINC

BLACKROCK ETF TRUST II

New

Shares3.7K

Event2025-12-31

Filed2026-02-06

KALU

KAISER ALUMINUM CORP

New

Shares1.6K

Event2025-12-31

Filed2026-02-06

WCMI

FIRST TR EXCHANGE-TRADED FD

New

Shares10.5K

Event2025-12-31

Filed2026-02-06

DECW

AIM ETF PRODUCTS TRUST

-74.90%

Shares5.2K

Event2025-12-31

Filed2026-02-06

ALEX

ALEXANDER & BALDWIN INC NEW

New

Shares8.5K

Event2025-12-31

Filed2026-02-06

UNH

UNITEDHEALTH GROUP INC

-67.18%

Shares530

Event2025-12-31

Filed2026-02-06

VGLT

VANGUARD SCOTTSDALE FDS

New

Shares3.0K

Event2025-12-31

Filed2026-02-06

EUAD

SPINNAKER ETF SERIES

New

Shares4.0K

Event2025-12-31

Filed2026-02-06

BP PLC

New

Shares4.8K

Event2025-12-31

Filed2026-02-06

NBOS

NEUBERGER BERMAN ETF TRUST

New

Shares5.9K

Event2025-12-31

Filed2026-02-06

BSV

VANGUARD BD INDEX FDS

New

Shares2.0K

Event2025-12-31

Filed2026-02-06

TER

TERADYNE INC

New

Shares824

Event2025-12-31

Filed2026-02-06

JNJ

JOHNSON & JOHNSON

-75.42%

Shares770

Event2025-12-31

Filed2026-02-06

SPYG

SPDR SERIES TRUST

New

Shares1.5K

Event2025-12-31

Filed2026-02-06

THRO

BLACKROCK ETF TRUST

New

Shares4.0K

Event2025-12-31

Filed2026-02-06

DIA

SPDR DOW JONES INDL AVERAGE

New

Shares323

Event2025-12-31

Filed2026-02-06

VNLA

JANUS DETROIT STR TR

-96.57%

Shares3.1K

Event2025-12-31

Filed2026-02-06

IUSG

ISHARES TR

New

Shares878

Event2025-12-31

Filed2026-02-06

CLOI

VANECK ETF TRUST

New

Shares2.8K

Event2025-12-31

Filed2026-02-06

RDDT

REDDIT INC

New

Shares635

Event2025-12-31

Filed2026-02-06

OKE

ONEOK INC NEW

New

Shares2.0K

Event2025-12-31

Filed2026-02-06

EDIV

SPDR INDEX SHS FDS

New

Shares3.7K

Event2025-12-31

Filed2026-02-06

BAI

BLACKROCK ETF TRUST

New

Shares4.4K

Event2025-12-31

Filed2026-02-06

MTUM

ISHARES TR

New

Shares566

Event2025-12-31

Filed2026-02-06

MMS

MAXIMUS INC

New

Shares1.6K

Event2025-12-31

Filed2026-02-06

JULU

AIM ETF PRODUCTS TRUST

New

Shares4.7K

Event2025-12-31

Filed2026-02-06

ANIP

ANI PHARMACEUTICALS INC

New

Shares1.8K

Event2025-12-31

Filed2026-02-06

INTC

INTEL CORP

New

Shares3.8K

Event2025-12-31

Filed2026-02-06

GEM

GOLDMAN SACHS ETF TR

New

Shares3.3K

Event2025-12-31

Filed2026-02-06

NBIX

NEUROCRINE BIOSCIENCES INC

New

Shares971

Event2025-12-31

Filed2026-02-06

IVV

ISHARES TR

New

Shares194

Event2025-12-31

Filed2026-02-06

JANW

AIM ETF PRODUCTS TRUST

New

Shares3.6K

Event2025-12-31

Filed2026-02-06

CIBR

FIRST TR EXCHANGE TRADED FD

New

Shares1.8K

Event2025-12-31

Filed2026-02-06

ANGL

VANECK ETF TRUST

New

Shares4.3K

Event2025-12-31

Filed2026-02-06

BNDX

VANGUARD CHARLOTTE FDS

New

Shares2.6K

Event2025-12-31

Filed2026-02-06

XLV

SELECT SECTOR SPDR TR

New

Shares800

Event2025-12-31

Filed2026-02-06

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares2.1K

Event2025-12-31

Filed2026-02-06

IETC

ISHARES U S ETF TR

New

Shares1.2K

Event2025-12-31

Filed2026-02-06

SPY

SPDR S&P 500 ETF TR

New

Shares178

Event2025-12-31

Filed2026-02-06

TYA

SIMPLIFY EXCHANGE TRADED FUN

-28.31%

Shares8.8K

Event2025-12-31

Filed2026-02-06

VMI

VALMONT INDS INC

New

Shares292

Event2025-12-31

Filed2026-02-06

ENVX

ENOVIX CORPORATION

New

Shares15.8K

Event2025-12-31

Filed2026-02-06

SLV

ISHARES SILVER TR

New

Shares1.7K

Event2025-12-31

Filed2026-02-06

LTPZ

PIMCO ETF TR

New

Shares2.1K

Event2025-12-31

Filed2026-02-06

CEG

CONSTELLATION ENERGY CORP

New

Shares307

Event2025-12-31

Filed2026-02-06

XTEN

BONDBLOXX ETF TRUST

New

Shares2.3K

Event2025-12-31

Filed2026-02-06

VUG

VANGUARD INDEX FDS

New

Shares220

Event2025-12-31

Filed2026-02-06

ETR

ENTERGY CORP NEW

New

Shares1.1K

Event2025-12-31

Filed2026-02-06

HIMU

BLACKROCK ETF TRUST II

New

Shares2.1K

Event2025-12-31

Filed2026-02-06

OMFL

INVESCO EXCH TRD SLF IDX FD

New

Shares1.7K

Event2025-12-31

Filed2026-02-06

PZA

INVESCO EXCH TRADED FD TR II

New

Shares4.4K

Event2025-12-31

Filed2026-02-06

JPST

J P MORGAN EXCHANGE TRADED F

New

Shares2.0K

Event2025-12-31

Filed2026-02-06

DECT

AIM ETF PRODUCTS TRUST

New

Shares2.7K

Event2025-12-31

Filed2026-02-06

SPDW

SPDR INDEX SHS FDS

New

Shares2.2K

Event2025-12-31

Filed2026-02-06

ISHARES GOLD TR

New

Shares1.2K

Event2025-12-31

Filed2026-02-06

EMB

ISHARES TR

New

Shares957

Event2025-12-31

Filed2026-02-06