MondegarAI
TopTier Wealth Management, LLC

Q1 2026 · 13F-HR

TopTier Wealth Management, LLCholdings as filed

Filed 2026-05-06 · accession 0001754960-26-000365

$162.7M
Reported value
795
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · TopTier Wealth Management, LLC · Q1 2026

AI · grounded in 13F

TopTier Wealth Management, LLC established a new position in DGRW valued at $13.9M. The fund also initiated new stakes in QQQ for $10.5M and DLN for $9.4M. Additional new positions include EES at $5.5M and EPS at $5.5M.

Holdings as filed

First 500 of 795

CUSIPTickerIssuerValue% port.SharesClassVoting
97717X669DGRWWISDOMTREE TR$13.9M8.55%158,400CommonNONE
46090E103QQQINVESCO QQQ TR$10.5M6.44%18,158CommonNONE
97717W307DLNWISDOMTREE TR$9.4M5.81%105,737CommonNONE
97717W562EESWISDOMTREE TR$5.5M3.38%94,730CommonNONE
97717W588EPSWISDOMTREE TR$5.5M3.36%80,166CommonNONE
02072L565BOXXEA SERIES TRUST$5.3M3.24%45,377CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$4.8M2.92%7,313CommonNONE
97717W570EZMWISDOMTREE TR$4.1M2.52%60,884CommonNONE
922908769VTIVANGUARD INDEX FDS$3.1M1.91%9,691CommonNONE
45782C433BFEBINNOVATOR ETFS TRUST$2.7M1.69%57,557CommonNONE
464287804IJRISHARES TR$2.7M1.65%21,586CommonNONE
33740F441GMAYFIRST TR EXCHNG TRADED FD VI$2.5M1.51%59,710CommonNONE
45782C557BDECINNOVATOR ETFS TRUST$2.4M1.45%49,002CommonNONE
97717W703DWMWISDOMTREE TR$2.3M1.38%32,230CommonNONE
97717W604DESWISDOMTREE TR$2.1M1.30%59,059CommonNONE
97717Y477QGRWWISDOMTREE TR$2.1M1.28%38,906CommonNONE
97717W505DONWISDOMTREE TR$2.0M1.25%38,828CommonNONE
45782C698BAUGINNOVATOR ETFS TRUST$2.0M1.25%41,730CommonNONE
67066G104NVDANVIDIA CORPORATION$2.0M1.25%11,626CommonNONE
037833100AAPLAPPLE INC$1.9M1.15%7,359CommonNONE
46641Q670JCPBJ P MORGAN EXCHANGE TRADED F$1.7M1.05%36,204CommonNONE
45782C508PJANINNOVATOR ETFS TRUST$1.7M1.05%36,858CommonNONE
45782C326BMAYINNOVATOR ETFS TRUST$1.7M1.02%36,850CommonNONE
46428Q109SLVISHARES SILVER TR$1.6M1.00%23,832CommonNONE
45782C888BAPRINNOVATOR ETFS TRUST$1.5M0.92%30,541CommonNONE
26923N108ACVFETF OPPORTUNITIES TRUST$1.5M0.91%31,047CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$1.3M0.82%39,668CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$1.3M0.81%2,130CommonNONE
33740F730DMAYFIRST TR EXCHNG TRADED FD VI$1.2M0.76%27,691CommonNONE
464285204IAUISHARES GOLD TR$1.1M0.70%12,988CommonNONE
97717W547WTVWISDOMTREE TR$1.1M0.70%12,060CommonNONE
46138E727PXHINVESCO EXCH TRADED FD TR II$1.1M0.69%41,409CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$1.1M0.66%24,946CommonNONE
45782C342KAPRINNOVATOR ETFS TRUST$1.0M0.62%27,883CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$1.0M0.62%21,869CommonNONE
45783Y855BALTINNOVATOR ETFS TRUST$992,0030.61%29,643CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$947,2890.58%19,172CommonNONE
45782C581BNOVINNOVATOR ETFS TRUST$934,1580.57%21,713CommonNONE
33740F763FFEBFIRST TR EXCHNG TRADED FD VI$927,7260.57%16,611CommonNONE
464287507IJHISHARES TR$923,2850.57%13,672CommonNONE
97717X594IHDGWISDOMTREE TR$890,1970.55%18,488CommonNONE
97717W281DGSWISDOMTREE TR$883,8200.54%14,706CommonNONE
45782C664BSEPINNOVATOR ETFS TRUST$825,2090.51%17,162CommonNONE
45782C540PDECINNOVATOR ETFS TRUST$820,6750.50%19,310CommonNONE
45784N106ZSEPINNOVATOR ETFS TRUST$815,0210.50%30,500CommonNONE
45782C656PSEPINNOVATOR ETFS TRUST$762,5500.47%17,709CommonNONE
45782C755BJUNINNOVATOR ETFS TRUST$758,0870.47%16,390CommonNONE
384802104GWWWW GRAINGER INC$755,9310.46%693CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$744,3180.46%19,670CommonNONE
33740F748FMAYFIRST TR EXCHNG TRADED FD VI$744,1650.46%14,094CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$731,6340.45%12,908CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$730,2910.45%17,873CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$729,9470.45%9,980CommonNONE
33740F854DAUGFIRST TR EXCHNG TRADED FD VI$681,5530.42%15,649CommonNONE
53656G498MAGSLISTED FDS TR$662,5200.41%11,435CommonNONE
45784N833KDECINNOVATOR ETFS TRUST$650,7960.40%25,324CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$620,7380.38%11,180CommonNONE
97717Y527USFRWISDOMTREE TR$592,6280.36%11,773CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$592,2130.36%2,754CommonNONE
30303M102METAMETA PLATFORMS INC$580,5520.36%1,015CommonNONE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$539,4380.33%8,973CommonNONE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$537,3330.33%2,296CommonNONE
97717W794DOLWISDOMTREE TR$523,1870.32%7,695CommonNONE
29273V100ETENERGY TRANSFER L P$522,8650.32%27,091CommonNONE
97717X578XSOEWISDOMTREE TR$517,8280.32%12,913CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$498,4750.31%1,842CommonNONE
45782C771BOCTINNOVATOR ETFS TRUST$498,0550.31%10,379CommonNONE
45782C789BJULINNOVATOR ETFS TRUST$491,7890.30%9,898CommonNONE
45782C318PMAYINNOVATOR ETFS TRUST$478,4810.29%11,980CommonNONE
023135106AMZNAMAZON COM INC$470,2740.29%2,258CommonNONE
45783Y137KAUGINNOVATOR ETFS TRUST$467,9980.29%17,457CommonNONE
45782C870PAPRINNOVATOR ETFS TRUST$466,6550.29%11,725CommonNONE
921932844IVOVVANGUARD ADMIRAL FDS INC$459,8590.28%4,511CommonNONE
594918104MSFTMICROSOFT CORP$455,0360.28%1,229CommonNONE
46137V597PRFZINVESCO EXCHANGE TRADED FD T$443,5190.27%9,669CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$441,6940.27%9,392CommonNONE
97717Y857USMFWISDOMTREE TR$437,9020.27%8,868CommonNONE
33740U703BUFDFIRST TR EXCHNG TRADED FD VI$420,6720.26%15,024CommonNONE
922908736VUGVANGUARD INDEX FDS$415,2620.26%951CommonNONE
45782C391BMARINNOVATOR ETFS TRUST$413,0840.25%7,870CommonNONE
46138E743PXFINVESCO EXCH TRADED FD TR II$388,3830.24%5,556CommonNONE
33740F623FJANFIRST TR EXCHNG TRADED FD VI$380,3940.23%7,546CommonNONE
464287614IWFISHARES TR$367,5610.23%862CommonNONE
33740U844XJUNFIRST TR EXCHNG TRADED FD VI$361,0130.22%8,403CommonNONE
97717X651DGRSWISDOMTREE TR$359,0180.22%6,779CommonNONE
45782C409BJANINNOVATOR ETFS TRUST$348,2980.21%6,531CommonNONE
863667101SYKSTRYKER CORPORATION$346,1340.21%1,053CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$339,9600.21%3,665CommonNONE
45782C599KOCTINNOVATOR ETFS TRUST$338,3530.21%9,973CommonNONE
45782C474KJANINNOVATOR ETFS TRUST$336,4040.21%8,063CommonNONE
37954Y483QYLDGLOBAL X FDS$332,8200.20%19,406CommonNONE
464287515IGVISHARES TR$330,7670.20%4,132CommonNONE
464288661IEIISHARES TR$329,3420.20%2,777CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$326,8140.20%1,375CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$311,8240.19%6,607CommonNONE
72201R833MINTPIMCO ETF TR$307,7440.19%3,060CommonNONE
922908363VOOVANGUARD INDEX FDS$306,5430.19%513CommonNONE
617446448MSMORGAN STANLEY$305,1270.19%1,854CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$295,8190.18%1,075CommonNONE
45784N205NSEPINNOVATOR ETFS TRUST$293,1490.18%10,201CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$291,2290.18%17,021CommonNONE
46138E198XMLVINVESCO EXCH TRADED FD TR II$290,4790.18%4,613CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$289,9830.18%14,208CommonNONE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$289,6490.18%5,755CommonNONE
97717X263DDWMWISDOMTREE TR$275,0340.17%6,235CommonNONE
02079K107GOOGALPHABET INC$273,3460.17%953CommonNONE
97717W315DEMWISDOMTREE TR$267,2960.16%5,379CommonNONE
45784N791NFEBINNOVATOR ETFS TRUST$266,3510.16%9,724CommonNONE
46429B663HDVISHARES TR$265,1970.16%1,954CommonNONE
33740U802DAPRFIRST TR EXCHNG TRADED FD VI$264,6320.16%6,655CommonNONE
97717W851DXJWISDOMTREE TR$260,1680.16%1,641CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$258,5160.16%5,663CommonNONE
37954Y277XYLGGLOBAL X FDS$255,2580.16%9,713CommonNONE
45782C466NJANINNOVATOR ETFS TRUST$254,5220.16%4,769CommonNONE
88160R101TSLATESLA INC$253,9050.16%683CommonNONE
97717Y790NTSXWISDOMTREE TR$252,8690.16%4,849CommonNONE
45782C615NOCTINNOVATOR ETFS TRUST$240,1710.15%4,261CommonNONE
482480100KLACKLA CORP$237,5370.15%161CommonNONE
461202103INTUINTUIT$223,1080.14%516CommonNONE
464287440IEFISHARES TR$220,8410.14%2,314CommonNONE
45782C649USEPINNOVATOR ETFS TRUST$218,7130.13%5,656CommonNONE
45783Y111ZAUGINNOVATOR ETFS TRUST$211,5500.13%7,945CommonNONE
97717W778DIMWISDOMTREE TR$206,1210.13%2,488CommonNONE
890930308TPYPTORTOISE CAPITAL SERIES TRUS$204,1600.13%4,820CommonNONE
46641Q753JVALJ P MORGAN EXCHANGE TRADED F$199,6730.12%4,087CommonNONE
33740F599FMARFIRST TR EXCHNG TRADED FD VI$198,2270.12%4,088CommonNONE
92826C839VVISA INC$197,1220.12%652CommonNONE
45782C300UJANINNOVATOR ETFS TRUST$195,8860.12%4,608CommonNONE
97717W760DLSWISDOMTREE TR$195,2750.12%2,396CommonNONE
949746101WMT2WELLS FARGO & CO$192,2900.12%2,415CommonNONE
97717W422EPIWISDOMTREE TR$191,3000.12%4,689CommonNONE
33740F722FJUNFIRST TR EXCHNG TRADED FD VI$189,1720.12%3,348CommonNONE
872540109TJXTJX COS INC NEW$188,5630.12%1,181CommonNONE
038222105AMATAPPLIED MATLS INC$183,6800.11%537CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$181,8930.11%3,957CommonNONE
45784N742ZMARINNOVATOR ETFS TRUST$180,7420.11%6,552CommonNONE
46138J775POWAINVESCO EXCH TRD SLF IDX FD$173,7740.11%2,017CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$172,1810.11%3,994CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$168,9750.10%500CommonNONE
97717Y774DWMFWISDOMTREE TR$168,9400.10%5,015CommonNONE
315912808ONEQFIDELITY COMWLTH TR$160,8460.10%1,894CommonNONE
74348A467NOBLPROSHARES TR$159,0190.10%1,500CommonNONE
219350105GLWCORNING INC$151,6070.09%1,115CommonNONE
369604301GEGE AEROSPACE$149,8310.09%528CommonNONE
889478103TOLTOLL BROTHERS INC$149,0250.09%1,092CommonNONE
45783Y236AJULINNOVATOR ETFS TRUST$148,7800.09%5,131CommonNONE
45782C417PFEBINNOVATOR ETFS TRUST$143,5180.09%3,579CommonNONE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$142,6100.09%2,754CommonNONE
921932778VIOVVANGUARD ADMIRAL FDS INC$141,1750.09%1,388CommonNONE
464287150ITOTISHARES TR$133,5990.08%938CommonNONE
45782C292UMAYINNOVATOR ETFS TRUST$132,0640.08%3,587CommonNONE
04621X108AIZASSURANT INC$123,9340.08%569CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$123,0490.08%939CommonNONE
11135F101AVGOBROADCOM INC$118,5400.07%383CommonNONE
231021106CMICUMMINS INC$118,3640.07%220CommonNONE
921910816MGKVANGUARD WORLD FD$118,3190.07%322CommonNONE
478160104JNJJOHNSON & JOHNSON$116,8420.07%478CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$116,4650.07%607CommonNONE
33740U612MARMFIRST TR EXCHNG TRADED FD VI$116,3430.07%3,475CommonNONE
14040H105COFCAPITAL ONE FINL CORP$115,8440.07%635CommonNONE
03076C106AMPAMERIPRISE FINL INC$113,7660.07%256CommonNONE
75513E101RTXRTX CORPORATION$113,4540.07%588CommonNONE
33740F771DFEBFIRST TR EXCHNG TRADED FD VI$113,2620.07%2,391CommonNONE
64110L106NFLXNETFLIX INC.$113,1690.07%1,177CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$112,8010.07%2,936CommonNONE
45782C425UFEBINNOVATOR ETFS TRUST$112,4210.07%3,097CommonNONE
532457108LLYELI LILLY & CO$110,3240.07%120CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$108,4830.07%109CommonNONE
66538H641ISMDNORTHERN LTS FD TR IV$106,0310.07%2,653CommonNONE
464288505ISCBISHARES TR$104,1440.06%1,600CommonNONE
803054204SAPSAP SE$102,2120.06%597CommonNONE
464287655IWMISHARES TR$99,2000.06%400CommonNONE
38149W630GPIQGOLDMAN SACHS ETF TR$98,9800.06%2,000CommonNONE
958102105WDCWESTERN DIGITAL CORP$97,9170.06%362CommonNONE
45783Y129NAUGINNOVATOR ETFS TRUST$97,3810.06%3,364CommonNONE
87162W100SNXTD SYNNEX CORPORATION$97,0080.06%575CommonNONE
743315103PGRPROGRESSIVE CORP$95,3530.06%481CommonNONE
464287457SHYISHARES TR$94,7130.06%1,147CommonNONE
00287Y109ABBVABBVIE INC$91,6770.06%422CommonNONE
464287234EEMISHARES TR$91,5540.06%1,612CommonNONE
913903100UHSUNIVERSAL HLTH SVCS INC$90,3800.06%505CommonNONE
45784N783KFEBINNOVATOR ETFS TRUST$90,2670.06%3,214CommonNONE
45782C748PJUNINNOVATOR ETFS TRUST$88,3800.05%2,113CommonNONE
G87052109TELTE CONNECTIVITY PLC$86,5340.05%414CommonNONE
464288448IDVISHARES TR$85,1200.05%2,000CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$84,7280.05%1,397CommonNONE
45782C276NJULINNOVATOR ETFS TRUST$84,4840.05%1,183CommonNONE
654106103NKENIKE INC$83,7820.05%1,586CommonNONE
320517105FHNFIRST HORIZON CORPORATION$83,4020.05%3,664CommonNONE
46138G631QQQJINVESCO EXCH TRADED FD TR II$81,6690.05%2,255CommonNONE
464288869IWCISHARES TR$79,8050.05%500CommonNONE
369550108GDGENERAL DYNAMICS CORP$78,7310.05%229CommonNONE
33740F581QMARFIRST TR EXCHNG TRADED FD VI$77,3260.05%2,300CommonNONE
294429105EFXEQUIFAX INC$76,8900.05%427CommonNONE
33740F557QJUNFIRST TR EXCHNG TRADED FD VI$73,7380.05%2,360CommonNONE
46625H100JPMJPMORGAN CHASE & CO$72,6580.04%247CommonNONE
58155Q103MCKMCKESSON CORP$71,8250.04%83CommonNONE
97717X131IQDGWISDOMTREE TR$71,7730.04%1,788CommonNONE
02079K305GOOGLALPHABET INC$70,1650.04%244CommonNONE
49456B101KMIKINDER MORGAN INC DEL$66,5910.04%1,986CommonNONE
697435105PANWPALO ALTO NETWORKS INC$65,8920.04%411CommonNONE
911312106UPSUNITED PARCEL SVCS INC$65,8080.04%669CommonNONE
345370860FFORD MTR CO$64,2280.04%5,566CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$63,1560.04%137CommonNONE
25400Q105DJTTRUMP MEDIA & TECHNOLOGY GRO$62,1760.04%6,700CommonNONE
09062X103BIIBBIOGEN INC$61,5990.04%336CommonNONE
74743L100QQNITY ELECTRONICS INC$61,0100.04%529CommonNONE
45784N858ZDEKINNOVATOR ETFS TRUST$59,9630.04%2,340CommonNONE
46429B697USMVISHARES TR$59,5390.04%642CommonNONE
747525103QCOMQUALCOMM INC$59,2390.04%460CommonNONE
45782C334NAPRINNOVATOR ETFS TRUST$58,5530.04%1,072CommonNONE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$58,4210.04%1,175CommonNONE
33740U653GAUGFIRST TR EXCHNG TRADED FD VI$56,7450.03%1,466CommonNONE
00214Q104ARKKARK ETF TR$55,0860.03%815CommonNONE
45782C821UOCTINNOVATOR ETFS TRUST$54,4160.03%1,423CommonNONE
57636Q104MAMASTERCARD INCORPORATED$52,4420.03%105CommonNONE
G3223R108EGEVEREST GROUP LTD$52,2960.03%160CommonNONE
464287200IVVISHARES TR$52,2570.03%80CommonNONE
580135101MCDMCDONALDS CORP$51,6500.03%166CommonNONE
75734B100RDDTREDDIT INC$51,1670.03%380CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$50,1920.03%1,568CommonNONE
539830109LMTLOCKHEED MARTIN CORP$49,5600.03%82CommonNONE
247361702DALDELTA AIR LINES INC$48,2890.03%726CommonNONE
68389X105ORCLORACLE CORP$48,2610.03%328CommonNONE
512816109LAMRLAMAR ADVERTISING CO$48,1310.03%380CommonNONE
45782C375UMARINNOVATOR ETFS TRUST$47,1320.03%1,186CommonNONE
H5919C104ONONON HLDG AG$47,0840.03%1,384CommonNONE
025816109AXPAMERICAN EXPRESS CO$46,5740.03%154CommonNONE
922908611VBRVANGUARD INDEX FDS$46,4820.03%214CommonNONE
45784N692QBFINNOVATOR ETFS TRUST$46,4050.03%2,716CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$46,2110.03%972CommonNONE
166764100CVXCHEVRON CORPORATION$46,1170.03%223CommonNONE
78464A508SPYVSPDR SERIES TRUST$45,8350.03%810CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$45,7800.03%220CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$45,0750.03%1,758CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$44,6230.03%882CommonNONE
30231G102XOMEXXON MOBIL CORP$44,4510.03%262CommonNONE
693718108PCARPACCAR INC$43,5440.03%377CommonNONE
464287309IVWISHARES TR$43,2080.03%382CommonNONE
45783Y756BUFBINNOVATOR ETFS TRUST$43,1280.03%1,201CommonNONE
833034101SNASNAP ON INC$42,8600.03%118CommonNONE
45784N304KSEPINNOVATOR ETFS TRUST$42,8150.03%1,518CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$42,3250.03%215CommonNONE
149123101CATCATERPILLAR INC$42,2060.03%60CommonNONE
G29183103ETNEATON CORP PLC$41,8470.03%117CommonNONE
921909768VXUSVANGUARD STAR FDS$41,6390.03%540CommonNONE
74834L100DGXQUEST DIAGNOSTICS INC$40,1760.02%205CommonNONE
464288638IGIBISHARES TR$39,9150.02%750CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$39,8220.02%102CommonNONE
20825C104COPCONOCOPHILLIPS$39,0720.02%296CommonNONE
58933Y105MRKMERCK & CO INC$38,9740.02%324CommonNONE
907818108UNPUNION PAC CORP$36,8780.02%152CommonNONE
45784N510DDTLINNOVATOR ETFS TRUST$34,6600.02%1,676CommonNONE
33740F847FNOVFIRST TR EXCHNG TRADED FD VI$33,6390.02%630CommonNONE
17275R102CSCOCISCO SYS INC$33,5190.02%432CommonNONE
464287408IVEISHARES TR$33,1640.02%157CommonNONE
81762P102NOWSERVICENOW INC$32,9330.02%315CommonNONE
910047109UALUNITED AIRLS HLDGS INC$32,5010.02%353CommonNONE
34959E109FTNTFORTINET INC$32,3610.02%396CommonNONE
922908512VOEVANGUARD INDEX FDS$31,9440.02%173CommonNONE
842587107SOSOUTHERN CO$31,8690.02%330CommonNONE
704326107PAYXPAYCHEX INC$31,2290.02%339CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$31,0930.02%616CommonNONE
26614N102DDDUPONT DE NEMOURS INC$30,9310.02%675CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$30,8650.02%211CommonNONE
45782C367IAPRINNOVATOR ETFS TRUST$30,5300.02%964CommonNONE
354921108EZBCFRANKLIN TEMPLETON DIGITAL H$30,0590.02%767CommonNONE
427746102HRTXHERON THERAPEUTICS INC$29,8840.02%37,350CommonNONE
922908744VTVVANGUARD INDEX FDS$29,6630.02%151CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$29,3960.02%105CommonNONE
494368103KMBKIMBERLY-CLARK CORP$28,9880.02%300CommonNONE
464287291IXNISHARES TR$28,8910.02%289CommonNONE
46434V621DGROISHARES TR$28,4230.02%405CommonNONE
45784N767NMARINNOVATOR ETFS TRUST$28,2930.02%963CommonNONE
45784N700ZOCTINNOVATOR ETFS TRUST$28,0050.02%1,047CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$27,8750.02%115CommonNONE
26875P101EOGEOG RES INC$27,6130.02%191CommonNONE
45784N866KNOVINNOVATOR ETFS TRUST$26,8020.02%935CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$26,4990.02%350CommonNONE
58733R102MELIMERCADOLIBRE INC$25,9350.02%15CommonNONE
97717X156QSIGWISDOMTREE TR$25,3760.02%523CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$24,8500.02%503CommonNONE
N3167Y103RACEFERRARI N V$24,3680.01%72CommonNONE
09631P102BPREBLUEROCK PVT REAL ESTATE FD$24,1510.01%1,454CommonNONE
452327109ILMNILLUMINA INC$23,2960.01%189CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$23,2390.01%27CommonNONE
922908538VOTVANGUARD INDEX FDS$23,1000.01%90CommonNONE
886364199NANCTIDAL TRUST I$22,9990.01%545CommonNONE
94106L109WMWASTE MGMT INC DEL$22,4970.01%98CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$21,9930.01%159CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$21,6880.01%480CommonNONE
46138B103DBCINVESCO DB COMMDY INDX TRCK$21,5390.01%744CommonNONE
97717Y659WCBRWISDOMTREE TR$21,4070.01%858CommonNONE
33733E690ACYNFIRST TR EXCHANGE-TRADED FD$20,1150.01%987CommonNONE
808524607SCHASCHWAB STRATEGIC TR$20,0190.01%688CommonNONE
921078101OUNZVANECK MERK GOLD ETF$19,9120.01%442CommonNONE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$19,2270.01%186CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$19,1680.01%40CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$18,6420.01%602CommonNONE
808524763FNDASCHWAB STRATEGIC TR$18,4570.01%569CommonNONE
74251V102PFGPRINCIPAL FINANCIAL GROUP IN$18,2020.01%202CommonNONE
78463V107GLDSPDR GOLD TR$18,0720.01%42CommonNONE
46432F842IEFAISHARES TR$17,9730.01%199CommonNONE
464287879IJSISHARES TR$17,8860.01%151CommonNONE
831349105SLDESLIDE INS HLDGS INC$17,3880.01%966CommonNONE
45782C284KJULINNOVATOR ETFS TRUST$17,2000.01%537CommonNONE
931142103WMTWALMART INC$17,1510.01%138CommonNONE
78464A805SPTMSPDR SERIES TRUST$16,9190.01%214CommonNONE
922908595VBKVANGUARD INDEX FDS$16,4360.01%54CommonNONE
66538H658BLESNORTHERN LTS FD TR IV$16,3220.01%368CommonNONE
92686J106VKTXVIKING THERAPEUTICS INC$16,2700.01%500CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$15,8280.01%300CommonNONE
464287887IJTISHARES TR$15,4840.01%107CommonNONE
550021109LULULULULEMON ATHLETICA INC$15,4630.01%101CommonNONE
464288877EFVISHARES TR$15,3160.01%206CommonNONE
66987V109NVSNOVARTIS AG$15,2750.01%100CommonNONE
45783Y301XBAPINNOVATOR ETFS TRUST$15,1090.01%386CommonNONE
45782C805UAPRINNOVATOR ETFS TRUST$15,0830.01%452CommonNONE
78464A839MDYVSPDR SERIES TRUST$14,9010.01%175CommonNONE
33734X853FPXIFIRST TR EXCHANGE-TRADED FD$13,7470.01%223CommonNONE
92204A702VGTVANGUARD WORLD FD$13,3030.01%19CommonNONE
26922A842JETSETF SER SOLUTIONS$12,3150.01%500CommonNONE
12514G108CDWCDW CORP$12,1020.01%100CommonNONE
464288885EFGISHARES TR$11,9170.01%107CommonNONE
011659109ALKALASKA AIR GROUP INC$11,6590.01%317CommonNONE
37954Y459RYLDGLOBAL X FDS$11,6400.01%779CommonNONE
46432F396MTUMISHARES TR$11,5200.01%48CommonNONE
46432F339QUALISHARES TR$11,5090.01%60CommonNONE
464287101OEFISHARES TR$11,1320.01%35CommonNONE
33734X192SKYYFIRST TR EXCHANGE-TRADED FD$11,0330.01%101CommonNONE
92189H201ITMVANECK ETF TRUST$11,0040.01%237CommonNONE
45784N601AOCTINNOVATOR ETFS TRUST$10,6880.01%404CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$10,6680.01%22CommonNONE
31620M106FISFIDELITY NATL INFORMATION SV$10,5080.01%224CommonNONE
464287481IWPISHARES TR$10,5060.01%82CommonNONE
46434G103IEMGISHARES INC$10,2530.01%147CommonNONE
336433107FSLRFIRST SOLAR INC$10,0600.01%51CommonNONE
718546104PSXPHILLIPS 66$9,8380.01%54CommonNONE
88636R834BTGDTIDAL TRUST II$9,7200.01%355CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$9,6630.01%194CommonNONE
37954Y475XYLDGLOBAL X FDS$9,5830.01%245CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$9,4470.01%71CommonNONE
31609A404FENIFIDELITY COVINGTON TRUST$9,3000.01%250CommonNONE
665859104NTRSNORTHERN TR CORP$9,2120.01%66CommonNONE
375558103GILDGILEAD SCIENCES INC$9,1980.01%66CommonNONE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$9,0230.01%456CommonNONE
79466L302CRMSALESFORCE INC$8,7730.01%47CommonNONE
238337109PLAYDAVE & BUSTERS ENTMT INC$8,7720.01%810CommonNONE
718172109PMPHILIP MORRIS INTL INC$8,7630.01%53CommonNONE
922908751VBVANGUARD INDEX FDS$8,6530.01%33CommonNONE
871607107SNPSSYNOPSYS INC$8,3260.01%21CommonNONE
71654V408PBRPETROLEO BRASILEIRO S A$8,3000.01%400CommonNONE
36828A101GEVGE VERNOVA INC$7,8560.00%9CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$7,8370.00%145CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$7,7780.00%51CommonNONE
682680103OKEONEOK INC NEW$7,5020.00%83CommonNONE
97717X511AGGYWISDOMTREE TR$7,4730.00%172CommonNONE
031162100AMGNAMGEN INC$7,3890.00%21CommonNONE
97717W323DGREWISDOMTREE TR$7,0170.00%212CommonNONE
257651109DCIDONALDSON INC$6,9590.00%82CommonNONE
92189F106GDXVANECK ETF TRUST$6,8830.00%75CommonNONE
680223104ORIOLD REP INTL CORP$6,8630.00%172CommonNONE
00206R102TAT&T INC$6,8420.00%236CommonNONE
244199105DEDEERE & CO$6,7600.00%12CommonNONE
25746U109DDOMINION ENERGY INC$6,7380.00%109CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$6,5970.00%88CommonNONE
37045V100GMGENERAL MTRS CO$6,2580.00%84CommonNONE
464287341IXCISHARES TR$6,2220.00%108CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$5,6930.00%230CommonNONE
88339J105TTDTHE TRADE DESK INC$5,4460.00%240CommonNONE
701094104PHPARKER-HANNIFIN CORP$5,3710.00%6CommonNONE
90384S303ULTAULTA BEAUTY INC$5,2270.00%10CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$5,1120.00%25CommonNONE
336920103FPXFIRST TR EXCHANGE-TRADED FD$5,0820.00%32CommonNONE
595112103MUMICRON TECHNOLOGY INC$5,0680.00%15CommonNONE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$4,8070.00%72CommonNONE
81725T100SXTSENSIENT TECHNOLOGIES CORP$4,7540.00%55CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$4,5420.00%101CommonNONE
512807306LRCXLAM RESEARCH CORP$4,4870.00%21CommonNONE
291011104EMREMERSON ELEC CO$4,4550.00%34CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$4,2720.00%21CommonNONE
34964C106FBINFORTUNE BRANDS INNOVATIONS I$4,2480.00%109CommonNONE
808513105SCHWSCHWAB CHARLES CORP$3,6650.00%39CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$3,5080.00%38CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$3,4410.00%7CommonNONE
19260Q107COINCOINBASE GLOBAL INC$3,3180.00%19CommonNONE
78464A698KRESPDR SERIES TRUST$3,2580.00%50CommonNONE
45782C359EAPRINNOVATOR ETFS TRUST$3,2270.00%108CommonNONE
33768G107FCFSFIRSTCASH HOLDINGS INC$3,1960.00%17CommonNONE
191216100KOCOCA COLA CO$3,1940.00%42CommonNONE
921910840MGVVANGUARD WORLD FD$3,1600.00%22CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$3,1440.00%21CommonNONE
060505104BACBANK AMERICA CORP$3,0710.00%63CommonNONE
46090A879VRIGINVESCO ACTIVELY MANAGED EXC$3,0180.00%121CommonNONE
20602D101CNXCCONCENTRIX CORP$3,0100.00%110CommonNONE
G54950103LINLINDE PLC$2,9750.00%6CommonNONE
437076102HDHOME DEPOT INC$2,9600.00%9CommonNONE
29261A100EHCENCOMPASS HEALTH CORP$2,9020.00%30CommonNONE
172967424CCITIGROUP INC$2,8350.00%25CommonNONE
742718109PGPROCTER & GAMBLE CO$2,6000.00%18CommonNONE
458140100INTCINTEL CORP$2,5150.00%57CommonNONE
713448108PEPPEPSICO INC$2,4850.00%16CommonNONE
65339F101NEENEXTERA ENERGY INC$2,4150.00%26CommonNONE
002824100ABTABBOTT LABORATORIES$2,3610.00%23CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$2,3090.00%46CommonNONE
882508104TXNTEXAS INSTRS INC$2,1360.00%11CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$2,0840.00%5CommonNONE
G6964L206PSFEPAYSAFE LIMITED$2,0230.00%297CommonNONE
032095101APHAMPHENOL CORP$2,0220.00%16CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$2,0170.00%43CommonNONE
526057104LENLENNAR CORP$1,9970.00%23CommonNONE
29444U700EQIXEQUINIX INC$1,9600.00%2CommonNONE
90328M107USNAUSANA HEALTH SCIENCES INC$1,9570.00%112CommonNONE
032654105ADIANALOG DEVICES INC$1,9090.00%6CommonNONE
717081103PFEPFIZER INC$1,8810.00%67CommonNONE
G66721104NCLHNORWEGIAN CRUISE LINE HLDGS$1,8700.00%100CommonNONE
921937819BIVVANGUARD BD INDEX FDS$1,8590.00%24CommonNONE
443201108HWMHOWMET AEROSPACE INC$1,8440.00%8CommonNONE
37954Y830COPXGLOBAL X FDS$1,8320.00%24CommonNONE
438516106HONHONEYWELL INTL INC$1,8080.00%8CommonNONE
773903109ROKROCKWELL AUTOMATION INC$1,7940.00%5CommonNONE
95040Q104WELLWELLTOWER INC$1,7790.00%9CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$1,7690.00%59CommonNONE
368736104GNRCGENERAC HLDGS INC$1,7580.00%9CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$1,7440.00%26CommonNONE
235851102DHRDANAHER CORP DEL$1,7060.00%9CommonNONE
78409V104SPGIS&P GLOBAL INC$1,7010.00%4CommonNONE
548661107LOWLOWES COS INC$1,6540.00%7CommonNONE
040413205ANETARISTA NETWORKS INC$1,5960.00%13CommonNONE
89832Q109TFCTRUIST FINL CORP$1,5630.00%34CommonNONE
902973304USBUS BANCORP$1,5600.00%30CommonNONE
20030N101CMCSACOMCAST CORP NEW$1,5220.00%53CommonNONE
92537N108VRTVERTIV HOLDINGS CO$1,5030.00%6CommonNONE
384747101GRALGRAIL INC$1,4990.00%29CommonNONE
872590104TMUST-MOBILE US INC$1,4700.00%7CommonNONE
74340W103PLDPROLOGIS INC.$1,4540.00%11CommonNONE
316773100FITBFIFTH THIRD BANCORP$1,4400.00%31CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1,4390.00%20CommonNONE
97717X719CXSEWISDOMTREE TR$1,4370.00%38CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$1,4220.00%7CommonNONE
33739P202FEMBFIRST TR EXCH TRADED FD III$1,4090.00%49CommonNONE
651639106NEMNEWMONT CORP$1,4070.00%13CommonNONE
48251W104KKRKKR & CO INC$1,3880.00%15CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$1,3880.00%7CommonNONE
09260D107BXBLACKSTONE INC$1,3800.00%12CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1,3640.00%2CommonNONE
855244109SBUXSTARBUCKS CORP$1,3440.00%15CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$1,3400.00%3CommonNONE
87612E106TGTTARGET CORP$1,3330.00%11CommonNONE
760759100RSGREPUBLIC SVCS INC$1,3140.00%6CommonNONE
571903202MARMARRIOTT INTL INC NEW$1,3080.00%4CommonNONE
064058100BKBANK NEW YORK MELLON CORP$1,3050.00%11CommonNONE
80004C200SNDKSANDISK CORP$1,2710.00%2CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$1,2580.00%8CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$1,2160.00%4CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$1,2140.00%7CommonNONE
053611109AVYAVERY DENNISON CORP$1,2090.00%7CommonNONE
03831W108APPAPPLOVIN CORP$1,1940.00%3CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1,1890.00%12CommonNONE
12572Q105CMECME GROUP INC$1,1810.00%4CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1,1780.00%9CommonNONE
770700102HOODROBINHOOD MKTS INC$1,1780.00%17CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$1,1670.00%4CommonNONE
806857108SLBSLB LIMITED$1,1310.00%22CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$1,1290.00%4CommonNONE
668771108GENGEN DIGITAL INC$1,1020.00%59CommonNONE
74762E102QUREQUANTA SVCS INC$1,0980.00%2CommonNONE
30161N101EXCEXELON CORP$1,0780.00%22CommonNONE
31428X106FDXFEDEX CORP$1,0690.00%3CommonNONE
126408103CSXCSX CORP$1,0670.00%26CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$1,0670.00%17CommonNONE
254687106DISDISNEY WALT CO$1,0600.00%11CommonNONE
02209S103MOALTRIA GROUP INC$1,0560.00%16CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$1,0350.00%3CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$1,0330.00%34CommonNONE
194162103CLCOLGATE PALMOLIVE CO$1,0230.00%12CommonNONE
969457100WMBWILLIAMS COS INC$1,0190.00%14CommonNONE
559663109MGYMAGNOLIA OIL & GAS CORP$1,0100.00%32CommonNONE
126650100CVSCVS HEALTH CORP$1,0050.00%14CommonNONE
35671D857FCXFREEPORT MCMORAN INC$9990.00%17CommonNONE
097023105BABOEING CO$9950.00%5CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$9850.00%6CommonNONE
609207105MDLZMONDELEZ INTL INC$9800.00%17CommonNONE
H1467J104CBCHUBB LTD SWITZ$9780.00%3CommonNONE
56585A102MPCMARATHON PETE CORP$9770.00%4CommonNONE
00724F101ADBEADOBE INC$9720.00%4CommonNONE
68268W103OMFONEMAIN HLDGS INC$9630.00%18CommonNONE
09290D101BLKBLACKROCK INC$9620.00%1CommonNONE
052769106ADSKAUTODESK INC$9580.00%4CommonNONE
40412C101HCAHCA HEALTHCARE INC$9460.00%2CommonNONE
631103108NDAQNASDAQ INC$9340.00%11CommonNONE
464287671IUSGISHARES TR$9310.00%6CommonNONE
46284V101IRMIRON MTN INC DEL$9190.00%9CommonNONE
G51502105JCIJOHNSON CONTROLS INTERNATION$9170.00%7CommonNONE
Y2573F102FLEXFLEXTRONICS INTL LTD$9160.00%14CommonNONE
674599105OXYOCCIDENTAL PETE CORP$9100.00%14CommonNONE
29364G103ETRENTERGY CORP NEW$8990.00%8CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$8790.00%32CommonNONE
001055102AFLAFLAC INC$8780.00%8CommonNONE
816851109SRESEMPRA$8750.00%9CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.