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Leo Wealth, LLC Top Holdings and 13F Report (2025)

About Leo Wealth, LLC

Investment Activity

  • Leo Wealth, LLC has $695.67 million in total holdings as of March 31, 2025.
  • Leo Wealth, LLC owns shares of 269 different stocks, but just 72 companies or ETFs make up 80% of its holdings.
  • Approximately 6.22% of the portfolio was purchased this quarter.
  • About 63.39% of the portfolio was sold this quarter.
  • This quarter, Leo Wealth, LLC has purchased 357 new stocks and bought additional shares in 69 stocks.
  • Leo Wealth, LLC sold shares of 163 stocks and completely divested from 108 stocks this quarter.

Largest New Holdings this Quarter

78468R440 - SPDR SER TR
$3,877,599 Holding
464287432 - iShares 20+ Year Treasury Bond ETF
$2,705,033 Holding
084670108 - Berkshire Hathaway
$1,596,883 Holding
921932828 - Vanguard S&P Small-Cap 600 ETF
$1,288,507 Holding

Largest Purchases this Quarter

McDonald's
24,173 shares (about $7.55M)
Vanguard FTSE Europe ETF
95,661 shares (about $6.72M)
SPDR SER TR
139,935 shares (about $3.88M)
iShares 20+ Year Treasury Bond ETF
29,716 shares (about $2.71M)
iShares Global Healthcare ETF
22,200 shares (about $2.02M)

Largest Sales this Quarter

Vanguard ESG U.S. Stock ETF
314,094 shares (about $30.77M)
Schwab US Dividend Equity ETF
764,956 shares (about $21.39M)
Avantis U.S. Equity ETF
176,904 shares (about $16.34M)
Apple
66,248 shares (about $14.72M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLeo Wealth, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$62,497,289$191,711 0.3%376,8539.0%Medical
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$43,034,663$3,308,270 -7.1%952,3056.2%Computer and Technology
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$37,166,683$30,765,545 -45.3%379,4455.3%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$36,410,483$7,757,405 -17.6%617,3365.2%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$26,804,226$25,974,994 -49.2%243,4983.9%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$24,640,652$16,342,420 -39.9%266,7313.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$17,944,348$8,792,664 -32.9%94,3152.6%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$15,364,609$14,715,763 -48.9%69,1692.2%Computer and Technology
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$13,724,641$11,968,016 -46.6%143,9092.0%ETF
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$12,631,057$4,989,327 -28.3%198,2281.8%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$11,366,341$5,173,579 -31.3%225,8361.6%Finance
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$9,301,332$8,316,930 -47.2%85,5771.3%Finance
BLACKROCK INC
$9,249,622$2,785,392 -23.1%9,7731.3%COM
iShares Interest Rate Hedged Corporate Bond ETF stock logo
LQDH
iShares Interest Rate Hedged Corporate Bond ETF
$8,993,147$11,831,544 -56.8%97,4661.3%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$8,714,185$7,550,919 649.1%27,8971.3%Retail/Wholesale
iShares Global Healthcare ETF stock logo
IXJ
iShares Global Healthcare ETF
$8,388,403$2,024,642 31.8%91,9781.2%ETF
SBA Communications Corporation stock logo
SBAC
SBA Communications
$8,002,171$1,115,006 -12.2%36,3721.2%Finance
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$7,893,446$6,716,373 570.6%112,4261.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$6,881,345$245,007 -3.4%35,4731.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,546,191$502,348 -7.1%11,7020.9%Finance
Janus Henderson Mortgage-Backed Securities ETF stock logo
JMBS
Janus Henderson Mortgage-Backed Securities ETF
$6,467,088$9,631,589 -59.8%143,0770.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,296,177$7,411,402 -54.1%11,8220.9%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$6,280,241$9,936,145 -61.3%16,7300.9%Computer and Technology
FLCH
Franklin FTSE China ETF
$5,903,982$201,382 -3.3%276,4040.8%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$5,697,663$599,030 11.7%26,9080.8%Multi-Sector Conglomerates
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$5,332,813$446,533 -7.7%115,8800.8%ETF
iShares J.P. Morgan EM Corporate Bond ETF stock logo
CEMB
iShares J.P. Morgan EM Corporate Bond ETF
$5,134,808$2,647,599 -34.0%113,6520.7%ETF
GCC
WisdomTree Continuous Commodity Index Fund
$5,114,454$2,577,196 -33.5%260,8630.7%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$4,788,485$706,508 -12.9%95,7890.7%ETF
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$4,664,491$393,989 9.2%192,9070.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$4,509,983$632,097 -12.3%8,7760.6%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$4,245,408$187,726 -4.2%20,2630.6%Medical
International Business Machines Corporation stock logo
IBM
International Business Machines
$4,190,868$5,470 -0.1%16,8540.6%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$4,107,889$3,484,178 -45.9%11,0780.6%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,047,704$4,358,324 -51.8%37,3470.6%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,046,038$8,803,931 -68.5%8,6280.6%Finance
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$3,996,227$327,066 8.9%158,2040.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$3,933,925$1,277,637 -24.5%37,6200.6%ETF
SPDR SER TR
$3,877,599$3,877,599 New Holding139,9350.6%BLOOMBERG ENHNCD
Crown Castle Inc. stock logo
CCI
Crown Castle
$3,872,104$263,595 7.3%37,1500.6%Finance
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$3,862,516$6,816 -0.2%153,5790.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,859,475$1,295,255 -25.1%24,9580.6%Computer and Technology
Kenvue Inc. stock logo
KVUE
Kenvue
$3,668,210$28,200 0.8%152,9700.5%Consumer Staples
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$3,633,628$894,501 -19.8%6,4670.5%ETF
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$3,445,894$40,842 1.2%142,3340.5%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$3,172,566$1,847,096 -36.8%26,6760.5%Energy
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$3,082,042$362,927 -10.5%67,9460.4%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$2,982,653$334,779 -10.1%48,3330.4%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$2,973,716$1,047,572 -26.1%105,1530.4%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,946,105$8,666 -0.3%8,1590.4%ETF
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$2,926,399$388,976 15.3%126,5200.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$2,838,312$1,357,779 -32.4%4,9250.4%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,731,847$417,870 -13.3%3,3080.4%Medical
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$2,705,033$2,705,033 New Holding29,7160.4%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$2,610,274$1,718,447 -39.7%42,0330.4%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,520,848$242,014 -8.8%14,5930.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,498,500$187,985 -7.0%9,0910.4%ETF
Biogen Inc. stock logo
BIIB
Biogen
$2,440,586$534,096 28.0%17,8350.4%Medical
Southern Company (The) stock logo
SO
Southern
$2,431,378$230,522 -8.7%26,4420.3%Utilities
Mastercard Incorporated stock logo
MA
Mastercard
$2,379,371$2,161,769 -47.6%4,3410.3%Business Services
iShares iBonds Dec 2028 Term Treasury ETF stock logo
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
$2,373,127$409,335 20.8%106,6570.3%Manufacturing
Duke Energy Corporation stock logo
DUK
Duke Energy
$2,352,068$423,358 -15.3%19,2840.3%Utilities
iShares J.P. Morgan EM Local Currency Bond ETF stock logo
LEMB
iShares J.P. Morgan EM Local Currency Bond ETF
$2,311,517$1,443,940 -38.4%61,7060.3%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,241,527$243,061 12.2%14,9490.3%Consumer Staples
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$2,232,987$61,807 -2.7%18,3170.3%Manufacturing
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$2,214,275$81,636 -3.6%15,5690.3%Consumer Staples
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,201,955$586,938 -21.0%7,6420.3%Finance
iShares iBonds Dec 2027 Term Treasury ETF stock logo
IBTH
iShares iBonds Dec 2027 Term Treasury ETF
$2,191,381$454,746 26.2%97,7420.3%Manufacturing
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$2,188,498$119,401 5.8%16,5510.3%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,074,768$311,461 -13.1%15,6410.3%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$2,064,738$409,483 -16.5%23,0030.3%Medical
Medtronic PLC stock logo
MDT
Medtronic
$1,864,394$255,649 15.9%20,7480.3%Medical
Visa Inc. stock logo
V
Visa
$1,847,433$934,406 -33.6%5,2710.3%Business Services
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$1,789,131$359,708 -16.7%28,9080.3%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,773,305$191,912 -9.8%30,3910.3%ETF
Nuveen AMT-Free Quality Municipal Income Fund stock logo
NEA
Nuveen AMT-Free Quality Municipal Income Fund
$1,755,092$463,309 -20.9%156,7050.3%Financial Services
Inv Vk Tr Inv stock logo
VGM
Inv Vk Tr Inv
$1,750,546$457,083 -20.7%175,7580.3%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$1,741,851$742,920 -29.9%10,4030.3%Computer and Technology
Western Asset Managed Municipals Fund, Inc. stock logo
MMU
Western Asset Managed Municipals Fund
$1,733,354$461,168 -21.0%168,4500.2%Finance
BlackRock MuniVest Fund, Inc. stock logo
MVF
BlackRock MuniVest Fund
$1,705,645$450,750 -20.9%243,3160.2%Finance
Kellanova stock logo
K
Kellanova
$1,681,056$45,534 2.8%20,3790.2%Consumer Discretionary
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$1,667,808$54,264 -3.2%14,3840.2%ETF
BLE
BlackRock Municipal Income Trust II
$1,659,863$442,167 -21.0%159,7560.2%Financial Services
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$1,632,786$32,748 -2.0%3,8890.2%Finance
General Mills, Inc. stock logo
GIS
General Mills
$1,614,430$140,983 -8.0%27,0020.2%Consumer Staples
Chevron Corporation stock logo
CVX
Chevron
$1,606,088$794,763 -33.1%9,6010.2%Energy
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,596,883$1,596,883 New Holding20.2%Finance
Novartis AG stock logo
NVS
Novartis
$1,579,697$256,074 19.3%14,1700.2%Medical
Sanofi stock logo
SNY
Sanofi
$1,576,062$97,000 6.6%28,4180.2%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$1,573,325$3,134,465 -66.6%10,0710.2%Computer and Technology
Coca Cola Femsa S.A.B. de C.V. stock logo
KOF
Coca Cola Femsa
$1,572,020$327,732 26.3%17,2200.2%Consumer Staples
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,563,584$38,834 2.5%30,7610.2%ETF
iShares iBonds Dec 2025 Term Muni Bond ETF stock logo
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
$1,512,0640.0%56,5260.2%ETF
Dominion Energy Inc. stock logo
D
Dominion Energy
$1,491,304$351,225 30.8%26,5970.2%Utilities
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,489,779$4,509 0.3%17,5120.2%ETF
Vodafone Group PLC stock logo
VOD
Vodafone Group
$1,423,775$574,120 67.6%151,9500.2%Computer and Technology
Entergy Corporation stock logo
ETR
Entergy
$1,398,286$51,038 3.8%16,3560.2%Utilities
TotalEnergies SE Sponsored ADR stock logo
TTE
TotalEnergies
$1,354,026$698,975 106.7%20,9310.2%Energy
Deckers Outdoor Corporation stock logo
DECK
Deckers Outdoor
$1,349,211$1,901 -0.1%12,0670.2%Retail/Wholesale
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$1,340,543$783,534 140.7%26,4350.2%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,334,468$1,124,328 -45.7%7,8300.2%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,323,330$775,847 -37.0%5,3950.2%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$1,315,379$959,927 -42.2%18,3660.2%Consumer Staples
DTE Energy Company stock logo
DTE
DTE Energy
$1,295,009$31,525 2.5%9,3660.2%Utilities
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$1,294,218$231,751 21.8%15,7260.2%Utilities
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$1,288,507$1,288,507 New Holding13,3510.2%ETF
iShares iBonds Dec 2029 Term Treasury ETF stock logo
IBTJ
iShares iBonds Dec 2029 Term Treasury ETF
$1,281,062$448,704 53.9%58,8450.2%Manufacturing
BCIM
abrdn Bloomberg Industrial Metals Strategy K-1 Free ETF
$1,275,847$437,414 -25.5%58,7530.2%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,270,940$1,270,940 New Holding24,2680.2%Manufacturing
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,255,367$311,930 -19.9%2,2980.2%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,255,341$1,401,025 -52.7%1,3270.2%Retail/Wholesale
American Express Company stock logo
AXP
American Express
$1,226,477$349,999 -22.2%4,5590.2%Finance
Accenture PLC stock logo
ACN
Accenture
$1,159,385$36,192 -3.0%3,7160.2%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$1,106,913$1,448,219 -56.7%1,1870.2%Consumer Discretionary
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,104,878$1,104,878 New Holding24,4120.2%ETF
abrdn Physical Silver Shares ETF stock logo
SIVR
abrdn Physical Silver Shares ETF
$1,089,086$156,276 -12.5%33,5000.2%ETF
iShares iBonds Dec 2025 Term Treasury ETF stock logo
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
$1,089,027$208,439 -16.1%46,5990.2%Manufacturing
RTX Corporation stock logo
RTX
RTX
$1,082,418$506,638 -31.9%8,1720.2%Aerospace
iShares iBonds Dec 2030 Term Corporate ETF stock logo
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
$1,069,366$139,356 15.0%49,2340.2%ETF
DBE
Invesco DB Energy Fund
$1,054,239$402,543 61.8%53,7880.2%Finance
iShares iBonds Dec 2026 Term Treasury ETF stock logo
IBTG
iShares iBonds Dec 2026 Term Treasury ETF
$1,044,839$221,094 26.8%45,5470.2%Manufacturing
Tesla, Inc. stock logo
TSLA
Tesla
$1,042,173$271,623 -20.7%4,0210.1%Auto/Tires/Trucks
The Progressive Corporation stock logo
PGR
Progressive
$998,500$194,719 24.2%3,5280.1%Finance
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$996,887$23,788 -2.3%17,9780.1%Manufacturing
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$994,6630.0%22,7610.1%Finance
Oracle Corporation stock logo
ORCL
Oracle
$980,659$110,314 12.7%7,0140.1%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$970,922$2,488 0.3%1,9510.1%Medical
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$967,540$2,720,666 -73.8%7,5030.1%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$957,797$4,187 -0.4%13,0400.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$939,101$1,376,395 -59.4%2,5620.1%Retail/Wholesale
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$910,171$3,491 0.4%6,7780.1%ETF
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$905,130$10,872 1.2%12,4880.1%Medical
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$902,429$4,579 -0.5%9,6570.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$897,027$27,819 -3.0%4,4820.1%Aerospace
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$872,623$388,384 -30.8%9,3130.1%Consumer Staples
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$872,588$53,796 -5.8%3,8280.1%Computer and Technology
Comcast Corporation stock logo
CMCSA
Comcast
$852,816$263,166 -23.6%23,1120.1%Consumer Discretionary
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$848,303$463,200 -35.3%7,5710.1%Medical
Rhythm Pharmaceuticals, Inc. stock logo
RYTM
Rhythm Pharmaceuticals
$847,520$847,520 New Holding16,0000.1%Medical
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$845,934$174,636 -17.1%1,8940.1%Aerospace
AUTHID INC
$840,5150.0%173,3020.1%COM
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$830,855$21,388,058 -96.3%29,7160.1%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$804,864$52,557 -6.1%13,3080.1%ETF
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$793,228$24,670 3.2%4,5980.1%Finance
Union Pacific Corporation stock logo
UNP
Union Pacific
$769,789$119,519 -13.4%3,2590.1%Transportation
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$768,994$348,858 -31.2%5,0060.1%Computer and Technology
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$747,936$345,104 85.7%1,1790.1%Medical
Zions Bancorporation, N.A. stock logo
ZION
Zions Bancorporation, N.A.
$743,765$12,615 1.7%14,9170.1%Finance
ISHARES BITCOIN TRUST ETF
$729,225$172,452 31.0%15,5780.1%SHS BEN INT
EXG
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
$723,5320.0%88,8860.1%Financial Services
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$709,765$3,530,909 -83.3%3,7240.1%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$703,489$177,187 -20.1%20,6060.1%Energy
PAR Technology Corporation stock logo
PAR
PAR Technology
$663,4530.0%10,8160.1%Business Services
EOG Resources, Inc. stock logo
EOG
EOG Resources
$658,493$65,016 11.0%5,1350.1%Energy
Avantor, Inc. stock logo
AVTR
Avantor
$643,845$729 0.1%39,7190.1%Medical
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$642,239$642,239 New Holding7,8550.1%ETF
Blackstone Inc. stock logo
BX
Blackstone
$639,692$344,589 -35.0%4,5760.1%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$629,541$49,232 -7.3%1,2020.1%Medical
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$615,386$98,276 19.0%3,7070.1%Computer and Technology
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$600,997$2,390 0.4%14,5840.1%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$595,285$13,256 -2.2%5,3890.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$586,677$4,588 -0.8%2,9410.1%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$581,633$257,004 -30.6%3,6640.1%Consumer Staples
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$572,775$46,247 -7.5%11,5430.1%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$572,556$24,084 -4.0%3,0430.1%ETF
Citigroup Inc. stock logo
C
Citigroup
$548,764$161,293 -22.7%7,7300.1%Financial Services
Starwood Property Trust, Inc. stock logo
STWD
Starwood Property Trust
$546,386$42,605 8.5%27,6370.1%Finance
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$535,037$231,446 -30.2%7,1640.1%Basic Materials
Global Partners LP stock logo
GLP
Global Partners
$533,800$240,210 -31.0%10,0000.1%Energy
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$529,353$1,267 0.2%5,4300.1%ETF
Las Vegas Sands Corp. stock logo
LVS
Las Vegas Sands
$525,773$42,726 -7.5%13,6100.1%Consumer Discretionary
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$520,113$533 0.1%9750.1%ETF
Altria Group, Inc. stock logo
MO
Altria Group
$518,391$404,593 -43.8%8,6370.1%Consumer Staples
S&P Global Inc. stock logo
SPGI
S&P Global
$507,852$777,521 -60.5%1,0000.1%Finance
Walmart Inc. stock logo
WMT
Walmart
$505,354$1,466,106 -74.4%5,7560.1%Retail/Wholesale
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$494,702$153,140 -23.6%7,2910.1%Consumer Staples
Cameco Corporation stock logo
CCJ
Cameco
$485,559$26,424 5.8%11,7970.1%Basic Materials
iShares iBonds Dec 2030 Term Treasury ETF stock logo
IBTK
iShares iBonds Dec 2030 Term Treasury ETF
$484,874$484,874 New Holding24,6630.1%Manufacturing
CME Group Inc. stock logo
CME
CME Group
$473,068$55,983 13.4%1,7830.1%Finance
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$468,103$6,405 -1.3%19,2950.1%ETF
Hologic, Inc. stock logo
HOLX
Hologic
$463,605$94,327 25.5%7,5050.1%Medical
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$463,335$463,335 New Holding10,3910.1%ETF
Nuveen S&P 500 Buy-Write Income Fund stock logo
BXMX
Nuveen S&P 500 Buy-Write Income Fund
$459,0820.0%34,9910.1%Financial Services
Ares Management Corporation stock logo
ARES
Ares Management
$454,496$13,635 3.1%3,1000.1%Finance
Corteva, Inc. stock logo
CTVA
Corteva
$442,361$59,158 -11.8%7,0290.1%Consumer Staples
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$423,628$489,069 -53.6%6,9460.1%Medical
iShares iBonds Dec 2032 Term Treasury ETF stock logo
IBTM
iShares iBonds Dec 2032 Term Treasury ETF
$414,895$43,467 -9.5%18,1260.1%ETF
3M Company stock logo
MMM
3M
$410,474$8,812 -2.1%2,7950.1%Multi-Sector Conglomerates
Dow Inc. stock logo
DOW
DOW
$400,252$236,827 -37.2%11,4620.1%Basic Materials
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$399,817$815,237 -67.1%2050.1%Retail/Wholesale
GRAYSCALE BITCOIN TRUST ETF
$393,490$246,469 -38.5%6,0380.1%SHS REP COM UT
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$393,183$1,671,114 -81.0%2,2700.1%ETF
Adobe Inc. stock logo
ADBE
Adobe
$390,427$43,338 -10.0%1,0180.1%Computer and Technology
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$383,6890.0%10,5380.1%ETF
LINDE PLC
$381,968$44,252 -10.4%8200.1%SHS
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$379,483$9,769 -2.5%7,0310.1%ETF
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$375,117$170,029 -31.2%9,9080.1%Basic Materials
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$373,7550.0%5,0020.1%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$370,459$532,567 -59.0%2,1710.1%Computer and Technology
Cummins Inc. stock logo
CMI
Cummins
$364,191$38,550 -9.6%1,1620.1%Auto/Tires/Trucks
iShares MSCI China A ETF stock logo
CNYA
iShares MSCI China A ETF
$354,075$354,075 New Holding12,6320.1%ETF
JPMorgan BetaBuilders Japan ETF stock logo
BBJP
JPMorgan BetaBuilders Japan ETF
$349,744$180,850 -34.1%6,2310.1%ETF
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$347,182$63,818 -15.5%3,0030.0%Finance
SPDR S&P Biotech ETF stock logo
XBI
SPDR S&P Biotech ETF
$346,7390.0%4,2750.0%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$343,824$3,303 1.0%4,7890.0%Finance
Realty Income Corporation stock logo
O
Realty Income
$343,134$31,790 10.2%5,9150.0%Finance
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$339,063$167,408 -33.1%4,1520.0%ETF
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$335,436$9,763 3.0%1,8210.0%ETF
NUVEEN DOW 30 DYNMC OVERWRT
$333,2700.0%23,0000.0%SHS
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$329,859$158 0.0%4,1790.0%ETF
iShares iBonds Dec 2029 Term Muni Bond ETF stock logo
IBMR
iShares iBonds Dec 2029 Term Muni Bond ETF
$325,910$1,402 0.4%13,0160.0%ETF
PALANTIR TECHNOLOGIES INC
$325,148$389,131 -54.5%3,8520.0%CL A
Vertiv Holdings Co. stock logo
VRT
Vertiv
$324,183$324,183 New Holding4,4900.0%Computer and Technology
The Boeing Company stock logo
BA
Boeing
$321,313$1,876 -0.6%1,8840.0%Aerospace
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$316,493$348,453 -52.4%3,8720.0%Finance
Amgen Inc. stock logo
AMGN
Amgen
$315,969$544,065 -63.3%1,0140.0%Medical
Bank of America Corporation stock logo
BAC
Bank of America
$313,745$212,085 -40.3%7,5180.0%Finance
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$312,756$312,756 New Holding6,4060.0%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$310,795$143,720 -31.6%1,7300.0%Computer and Technology
Grayscale Ethereum Trust (ETH) stock logo
ETHE
Grayscale Ethereum Trust (ETH)
$307,124$11,491 -3.6%20,1790.0%Miscellaneous
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$302,229$4,093 -1.3%2,3630.0%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$300,790$277,430 -48.0%6,0390.0%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$300,1550.0%8,2710.0%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$292,400$19,386 -6.2%10,0000.0%ETF
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$292,355$1,582 0.5%9,4250.0%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$283,607$283,607 New Holding1,9420.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$281,5110.0%3,7210.0%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$278,676$25,725 10.2%3,3690.0%Manufacturing
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$273,824$1,033 0.4%1,5900.0%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$271,644$136 0.0%2,0020.0%ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$265,602$265,602 New Holding2,2820.0%Manufacturing
FedEx Corporation stock logo
FDX
FedEx
$262,795$65,089 -19.9%1,0780.0%Transportation
Kraft Heinz Company stock logo
KHC
Kraft Heinz
$262,632$302,585 -53.5%8,6310.0%Consumer Staples
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$259,570$37,901 -12.7%1,7190.0%ETF
Corning Incorporated stock logo
GLW
Corning
$258,173$48,164 -15.7%5,6390.0%Computer and Technology
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock logo
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
$257,288$1,557,927 -85.8%8,3350.0%Finance
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$252,941$1,213 -0.5%4,1700.0%ETF
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$250,995$144,834 -36.6%3,6150.0%Medical
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$247,922$139,408 -36.0%4,8550.0%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$246,896$302,434 -55.1%2,2450.0%Transportation
Antero Midstream Corporation stock logo
AM
Antero Midstream
$240,282$8,496 3.7%13,3490.0%Energy
Paychex, Inc. stock logo
PAYX
Paychex
$239,216$5,552 -2.3%1,5510.0%Computer and Technology
Fidelity NASDAQ Composite Index ETF stock logo
ONEQ
Fidelity NASDAQ Composite Index ETF
$230,5330.0%3,3870.0%ETF
VICI Properties Inc. stock logo
VICI
VICI Properties
$224,424$11,613 -4.9%6,8800.0%Finance
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$221,459$13,181 -5.6%3,3940.0%Business Services
Salesforce Inc. stock logo
CRM
Salesforce
$221,075$1,309,547 -85.6%8240.0%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$220,637$202,559 -47.9%2,1480.0%Computer and Technology
FIDELITY COVINGTON TRUST
$217,598$471,374 -68.4%6,9770.0%ENHANCED LARGE
Waste Management, Inc. stock logo
WM
Waste Management
$217,351$271,978 -55.6%9390.0%Business Services
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$216,830$21,974 -9.2%3,0590.0%Utilities
SEI Investments Company stock logo
SEIC
SEI Investments
$215,952$776 0.4%2,7820.0%Finance
Intuit Inc. stock logo
INTU
Intuit
$208,890$31,334 -13.0%3400.0%Computer and Technology
Gaming and Leisure Properties, Inc. stock logo
GLPI
Gaming and Leisure Properties
$204,563$19,036 -8.5%4,0190.0%Finance
Shopify Inc. stock logo
SHOP
Shopify
$201,845$201,845 New Holding2,1140.0%Computer and Technology
Targa Resources, Inc. stock logo
TRGP
Targa Resources
$201,564$201,564 New Holding1,0050.0%Energy
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$201,113$2,292,626 -91.9%3,2550.0%ETF
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$198,686$55,911 -22.0%10,1420.0%ETF
GRAYSCALE ETHEREUM MINI TR E
$185,703$22,128 13.5%10,7840.0%SHS NEW
Grab Holdings Limited stock logo
GRAB
Grab
$171,7480.0%37,9130.0%Computer and Technology
Mitsubishi UFJ Financial Group, Inc. stock logo
MUFG
Mitsubishi UFJ Financial Group
$151,252$151,252 New Holding11,0970.0%Finance
Blackstone Strategic Credit 2027 Term Fund stock logo
BGB
Blackstone Strategic Credit 2027 Term Fund
$129,5220.0%10,7220.0%Financial Services
Haleon PLC Sponsored ADR stock logo
HLN
Haleon
$118,501$118,501 New Holding11,5160.0%Medical
ASE Technology Holding Co., Ltd. stock logo
ASX
ASE Technology
$114,992$12,343 12.0%13,1270.0%Computer and Technology
Amcor PLC stock logo
AMCR
Amcor
$111,715$111,715 New Holding11,5170.0%Industrials
United Microelectronics Corporation stock logo
UMC
United Microelectronics
$78,371$1,637 2.1%10,9610.0%Computer and Technology
CBRE Global Real Estate Income Fund stock logo
IGR
CBRE Global Real Estate Income Fund
$69,636$2,363 3.5%13,4950.0%Financial Services
Melco Resorts & Entertainment Limited stock logo
MLCO
Melco Resorts & Entertainment
$63,2400.0%12,0000.0%Consumer Discretionary
Fate Therapeutics, Inc. stock logo
FATE
Fate Therapeutics
$55,6540.0%70,4390.0%Medical
Wipro Limited stock logo
WIT
Wipro
$36,390$2,050 6.0%11,8920.0%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$0$21,642,595 -100.0%00.0%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$0$17,582,863 -100.0%00.0%ETF
J P MORGAN EXCHANGE TRADED F
$0$15,674,096 -100.0%00.0%HEDGED EQUITY LA
WisdomTree U.S. High Yield Corporate Bond Fund stock logo
WFHY
WisdomTree U.S. High Yield Corporate Bond Fund
$0$7,634,594 -100.0%00.0%Finance
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$0$6,457,178 -100.0%00.0%ETF
ECARX Holdings, Inc. stock logo
ECX
ECARX
$0$5,305,433 -100.0%00.0%Business Services
Franklin U.S. Mid Cap Multifactor Index ETF stock logo
FLQM
Franklin U.S. Mid Cap Multifactor Index ETF
$0$5,206,796 -100.0%00.0%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$0$4,678,006 -100.0%00.0%Industrials
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$0$3,564,562 -100.0%00.0%ETF
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$0$3,563,076 -100.0%00.0%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$0$3,482,539 -100.0%00.0%ETF
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$0$3,079,108 -100.0%00.0%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$0$2,899,423 -100.0%00.0%ETF
Vanguard Total Corporate Bond ETF stock logo
VTC
Vanguard Total Corporate Bond ETF
$0$2,720,539 -100.0%00.0%ETF
Invesco BulletShares 2025 High Yield Corporate Bond ETF stock logo
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
$0$2,156,953 -100.0%00.0%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$0$2,057,348 -100.0%00.0%Retail/Wholesale
Invesco BulletShares 2025 Municipal Bond ETF stock logo
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
$0$1,919,452 -100.0%00.0%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$0$1,784,545 -100.0%00.0%ETF
iShares GSCI Commodity Dynamic Roll Strategy ETF stock logo
COMT
iShares GSCI Commodity Dynamic Roll Strategy ETF
$0$1,681,657 -100.0%00.0%Manufacturing
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$0$1,640,041 -100.0%00.0%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$0$1,547,376 -100.0%00.0%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$0$1,419,371 -100.0%00.0%ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF stock logo
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
$0$1,294,279 -100.0%00.0%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$0$1,198,798 -100.0%00.0%Computer and Technology
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$0$1,085,342 -100.0%00.0%ETF
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$0$1,046,257 -100.0%00.0%ETF
iShares High Yield Systematic Bond ETF stock logo
HYDB
iShares High Yield Systematic Bond ETF
$0$1,012,548 -100.0%00.0%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$0$1,001,189 -100.0%00.0%Energy
Pfizer Inc. stock logo
PFE
Pfizer
$0$948,891 -100.0%00.0%Medical
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF stock logo
PDBC
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
$0$900,072 -100.0%00.0%Manufacturing
ASML Holding N.V. stock logo
ASML
ASML
$0$886,975 -100.0%00.0%Computer and Technology
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$0$863,179 -100.0%00.0%ETF
Energy Transfer LP stock logo
ET
Energy Transfer
$0$789,666 -100.0%00.0%Energy
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$0$776,941 -100.0%00.0%Finance
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$0$715,923 -100.0%00.0%ETF
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$0$672,421 -100.0%00.0%Finance
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$0$631,417 -100.0%00.0%ETF
Target Corporation stock logo
TGT
Target
$0$588,916 -100.0%00.0%Retail/Wholesale
Invesco BulletShares 2028 High Yield Corporate Bond ETF stock logo
BSJS
Invesco BulletShares 2028 High Yield Corporate Bond ETF
$0$579,724 -100.0%00.0%Manufacturing
The Clorox Company stock logo
CLX
Clorox
$0$570,631 -100.0%00.0%Consumer Staples
Ross Stores, Inc. stock logo
ROST
Ross Stores
$0$551,465 -100.0%00.0%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$0$538,949 -100.0%00.0%Retail/Wholesale
Eaton Corporation, PLC stock logo
ETN
Eaton
$0$505,388 -100.0%00.0%Industrials
NEOS S&P 500 High Income ETF stock logo
SPYI
NEOS S&P 500 High Income ETF
$0$501,797 -100.0%00.0%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$0$469,182 -100.0%00.0%Industrials
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$0$466,219 -100.0%00.0%Finance
Enbridge Inc stock logo
ENB
Enbridge
$0$456,294 -100.0%00.0%Energy
WisdomTree U.S. MidCap Dividend Fund stock logo
DON
WisdomTree U.S. MidCap Dividend Fund
$0$431,512 -100.0%00.0%Finance
JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF stock logo
BBAX
JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
$0$418,080 -100.0%00.0%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$0$412,654 -100.0%00.0%ETF
VanEck J.P. Morgan EM Local Currency Bond ETF stock logo
EMLC
VanEck J.P. Morgan EM Local Currency Bond ETF
$0$403,430 -100.0%00.0%ETF
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$0$377,267 -100.0%00.0%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$0$375,287 -100.0%00.0%Utilities
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$0$372,113 -100.0%00.0%ETF
iShares Currency Hedged MSCI Japan ETF stock logo
HEWJ
iShares Currency Hedged MSCI Japan ETF
$0$360,797 -100.0%00.0%ETF
iShares Russell Top 200 Value ETF stock logo
IWX
iShares Russell Top 200 Value ETF
$0$355,582 -100.0%00.0%ETF
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$0$353,504 -100.0%00.0%Energy
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$0$349,978 -100.0%00.0%ETF
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$0$339,094 -100.0%00.0%Business Services
EMCB
WisdomTree Emerging Markets Corporate Bond Fund
$0$329,124 -100.0%00.0%Finance
Guaranty Bancshares, Inc. stock logo
GNTY
Guaranty Bancshares
$0$327,327 -100.0%00.0%Finance
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$0$313,451 -100.0%00.0%ETF
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$0$310,074 -100.0%00.0%ETF
MetLife, Inc. stock logo
MET
MetLife
$0$302,137 -100.0%00.0%Finance
Datadog, Inc. stock logo
DDOG
Datadog
$0$298,640 -100.0%00.0%Computer and Technology
BSJT
Invesco BulletShares 2029 High Yield Corporate Bond ETF
$0$298,255 -100.0%00.0%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$0$296,543 -100.0%00.0%ETF
LyondellBasell Industries N.V. stock logo
LYB
LyondellBasell Industries
$0$294,444 -100.0%00.0%Basic Materials
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
$0$293,661 -100.0%00.0%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$0$291,533 -100.0%00.0%Computer and Technology
iShares MSCI USA Value Factor ETF stock logo
VLUE
iShares MSCI USA Value Factor ETF
$0$279,971 -100.0%00.0%ETF
TELUS Corporation stock logo
TU
TELUS
$0$278,929 -100.0%00.0%Utilities
ONEOK, Inc. stock logo
OKE
ONEOK
$0$272,452 -100.0%00.0%Energy
General Dynamics Corporation stock logo
GD
General Dynamics
$0$271,225 -100.0%00.0%Aerospace
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$0$264,183 -100.0%00.0%ETF
iShares Bloomberg Roll Select Commodity Strategy ETF stock logo
CMDY
iShares Bloomberg Roll Select Commodity Strategy ETF
$0$259,387 -100.0%00.0%ETF
CVS Health Corporation stock logo
CVS
CVS Health
$0$257,894 -100.0%00.0%Medical
Chubb Limited stock logo
CB
Chubb
$0$252,942 -100.0%00.0%Finance
iShares MSCI Intl Value Factor ETF stock logo
IVLU
iShares MSCI Intl Value Factor ETF
$0$246,843 -100.0%00.0%ETF
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$0$244,223 -100.0%00.0%Finance
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$0$243,762 -100.0%00.0%ETF
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$0$240,368 -100.0%00.0%Computer and Technology
American Century U.S. Quality Growth ETF stock logo
QGRO
American Century U.S. Quality Growth ETF
$0$238,225 -100.0%00.0%ETF
Synopsys, Inc. stock logo
SNPS
Synopsys
$0$234,914 -100.0%00.0%Computer and Technology
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$0$233,920 -100.0%00.0%Energy
Devon Energy Corporation stock logo
DVN
Devon Energy
$0$229,209 -100.0%00.0%Energy
Morgan Stanley stock logo
MS
Morgan Stanley
$0$225,962 -100.0%00.0%Finance
JSCP
JPMorgan Short Duration Core Plus ETF
$0$225,083 -100.0%00.0%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$0$224,969 -100.0%00.0%ETF
International Paper Company stock logo
IP
International Paper
$0$218,832 -100.0%00.0%Basic Materials
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$0$218,765 -100.0%00.0%ETF
FIDELITY WISE ORIGIN BITCOIN
$0$215,079 -100.0%00.0%SHS
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
$0$215,055 -100.0%00.0%Finance
Starbucks Corporation stock logo
SBUX
Starbucks
$0$214,105 -100.0%00.0%Retail/Wholesale
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$0$213,866 -100.0%00.0%ETF
THE CAMPBELLS COMPANY
$0$211,741 -100.0%00.0%COM
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$0$211,576 -100.0%00.0%Finance
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$0$207,615 -100.0%00.0%ETF
GraniteShares Gold Trust stock logo
BAR
GraniteShares Gold Trust
$0$207,275 -100.0%00.0%Finance
Cigna Group stock logo
CI
Cigna Group
$0$207,231 -100.0%00.0%Medical
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$0$205,055 -100.0%00.0%ETF
NIKE, Inc. stock logo
NKE
NIKE
$0$204,035 -100.0%00.0%Consumer Discretionary
Ford Motor Company stock logo
F
Ford Motor
$0$199,468 -100.0%00.0%Auto/Tires/Trucks
Envela Corporation stock logo
ELA
Envela
$0$154,873 -100.0%00.0%Retail/Wholesale
LINKBANCORP, Inc. stock logo
LNKB
LINKBANCORP
$0$86,020 -100.0%00.0%Finance
5E Advanced Materials, Inc. stock logo
FEAM
5E Advanced Materials
$0$27,200 -100.0%00.0%Basic Materials
111, Inc. Sponsored ADR stock logo
YI
111
$0$8,786 -100.0%00.0%Medical
EYENOVIA INC
$0$876 -100.0%00.0%COM
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