Financial Perspectives, Inc — Q2 2026 13F-HR

← Financial Perspectives, Inc

Q2 2026 · 13F-HR

Financial Perspectives, Incholdings as filed

Filed 2026-07-24 · accession 0002003287-26-000003

$410.9M

Reported value

728

Positions

2026-06-30

Period end

View analyzed profile →PRO

Holdings as filed

First 500 of 728

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
92204A702	VGT	VANGUARD WORLD FD	$26.7M	6.50%	223,584	Common	NONE
921946406	VYM	VANGUARD WHITEHALL FDS	$23.2M	5.65%	147,002	Common	NONE
037833100	AAPL	APPLE INC	$18.7M	4.55%	64,612	Common	NONE
G5960L103	MDT	MEDTRONIC PLC	$16.6M	4.04%	212,224	Common	NONE
874039100	TSM	TAIWAN SEMICONDUCTOR MANUFAC	$15.5M	3.77%	32,450	Common	NONE
921946794	VYMI	VANGUARD WHITEHALL FDS	$14.1M	3.43%	143,597	Common	NONE
464287309	IVW	ISHARES TR	$13.8M	3.37%	100,576	Common	NONE
594918104	MSFT	MICROSOFT CORP	$13.1M	3.19%	35,154	Common	NONE
11135F101	AVGO	BROADCOM INC	$11.5M	2.80%	30,495	Common	NONE
921908844	VIG	VANGUARD SPECIALIZED FUNDS	$10.6M	2.58%	44,829	Common	NONE
46429B663	HDV	ISHARES TR	$10.3M	2.50%	374,187	Common	NONE
921946810	VIGI	VANGUARD WHITEHALL FDS	$10.2M	2.49%	109,719	Common	NONE
02079K107	GOOG	ALPHABET INC	$10.1M	2.46%	28,624	Common	NONE
67066G104	NVDA	NVIDIA CORPORATION	$8.9M	2.17%	44,608	Common	NONE
316092808	FTEC	FIDELITY COVINGTON TRUST	$8.3M	2.03%	29,202	Common	NONE
316092303	FSTA	FIDELITY COVINGTON TRUST	$7.3M	1.79%	139,634	Common	NONE
464287200	IVV	ISHARES TR	$6.1M	1.49%	8,149	Common	NONE
101137107	BSX	BOSTON SCIENTIFIC CORP	$6.0M	1.45%	139,697	Common	NONE
023135106	AMZN	AMAZON COM INC	$5.7M	1.39%	24,039	Common	NONE
46434V621	DGRO	ISHARES TR	$5.6M	1.36%	73,747	Common	NONE
78462F103	SPY	STATE STR SPDR S&P 500 ETF T	$5.4M	1.32%	7,238	Common	NONE
595112103	MU	MICRON TECHNOLOGY INC	$4.2M	1.02%	3,642	Common	NONE
14020X104	CGGO	CAPITAL GROUP GBL GROWTH EQT	$3.8M	0.94%	90,788	Common	NONE
922908363	VOO	VANGUARD INDEX FDS	$3.8M	0.93%	5,535	Common	NONE
88160R101	TSLA	TESLA INC	$3.7M	0.91%	8,877	Common	NONE
N07059210	ASML	ASML HLDG NV	$3.5M	0.85%	1,757	Common	NONE
46625H100	JPM	JPMORGAN CHASE & CO	$3.5M	0.85%	10,646	Common	NONE
92204A207	VDC	VANGUARD WORLD FD	$3.3M	0.81%	14,815	Common	NONE
00287Y109	ABBV	ABBVIE INC	$3.3M	0.81%	13,220	Common	NONE
464287721	IYW	ISHARES TR	$3.3M	0.80%	12,996	Common	NONE
30303M102	META	META PLATFORMS INC	$3.2M	0.78%	5,703	Common	NONE
58733R102	MELI	MERCADOLIBRE INC	$3.1M	0.75%	1,806	Common	NONE
808524797	SCHD	SCHWAB STRATEGIC TR	$3.1M	0.75%	96,608	Common	NONE
14020G101	CGGR	CAPITAL GROUP GROWTH ETF	$2.7M	0.65%	56,715	Common	NONE
464288448	IDV	ISHARES TR	$2.6M	0.64%	63,096	Common	NONE
82509L107	SHOP	SHOPIFY INC	$2.6M	0.63%	22,676	Common	NONE
46090E103	QQQ	INVESCO QQQ TR	$2.5M	0.62%	3,448	Common	NONE
88579Y101	MMM	3M CO	$2.3M	0.55%	13,927	Common	NONE
464287614	IWF	ISHARES TR	$2.1M	0.50%	16,577	Common	NONE
478160104	JNJ	JOHNSON & JOHNSON	$2.0M	0.50%	8,020	Common	NONE
136385101	CNQ	CANADIAN NAT RES LTD MED TER	$2.0M	0.48%	49,700	Common	NONE
46641Q837	JPST	J P MORGAN EXCHANGE TRADED F	$1.8M	0.44%	35,565	Common	NONE
91324P102	UNH	UNITEDHEALTH GROUP INC	$1.8M	0.43%	4,284	Common	NONE
92189F676	SMH	VANECK ETF TRUST	$1.8M	0.43%	2,693	Common	NONE
922908744	VTV	VANGUARD INDEX FDS	$1.7M	0.41%	7,758	Common	NONE
316092402	FENY	FIDELITY COVINGTON TRUST	$1.7M	0.41%	56,604	Common	NONE
084670702	BRK/B	BERKSHIRE HATHAWAY INC DEL	$1.5M	0.37%	3,015	Common	NONE
921943858	VEA	VANGUARD TAX-MANAGED FDS	$1.5M	0.36%	20,632	Common	NONE
007903107	AMD	ADVANCED MICRO DEVICES INC	$1.4M	0.35%	2,451	Common	NONE
02079K305	GOOGL	ALPHABET INC	$1.4M	0.34%	3,915	Common	NONE
464287655	IWM	ISHARES TR	$1.4M	0.33%	4,520	Common	NONE
031162100	AMGN	AMGEN INC	$1.3M	0.32%	3,675	Common	NONE
808524755	FNDF	SCHWAB STRATEGIC TR	$1.3M	0.31%	24,230	Common	NONE
81141R100	SE	SEA LTD	$1.3M	0.31%	13,274	Common	NONE
902973304	USB	US BANCORP	$1.2M	0.30%	20,193	Common	NONE
922042742	VT	VANGUARD INTL EQUITY INDEX F	$1.2M	0.29%	7,475	Common	NONE
22160K105	COST	COSTCO WHOLESALE CORPORATION	$1.2M	0.28%	1,238	Common	NONE
922908769	VTI	VANGUARD INDEX FDS	$1.1M	0.27%	3,045	Common	NONE
33738R118	TDIV	FIRST TR EXCHANGE TRADED FD	$1.1M	0.27%	9,801	Common	NONE
46431W648	IETC	ISHARES U S ETF TR	$1.1M	0.27%	10,433	Common	NONE
464288877	EFV	ISHARES TR	$1.1M	0.26%	14,018	Common	NONE
375558103	GILD	GILEAD SCIENCES INC	$1.0M	0.25%	8,055	Common	NONE
14020W106	CGDV	CAPITAL GROUP DIVIDEND VALUE	$1.0M	0.25%	20,645	Common	NONE
92204A504	VHT	VANGUARD WORLD FD	$993,372	0.24%	3,322	Common	NONE
92204A108	VCR	VANGUARD WORLD FD	$970,819	0.24%	2,448	Common	NONE
92204A306	VDE	VANGUARD WORLD FD	$938,105	0.23%	6,249	Common	NONE
464288208	IMCB	ISHARES TR	$930,632	0.23%	9,638	Common	NONE
464288885	EFG	ISHARES TR	$909,773	0.22%	7,312	Common	NONE
922908553	VNQ	VANGUARD INDEX FDS	$884,397	0.22%	9,171	Common	NONE
46435U713	IFRA	ISHARES TR	$859,581	0.21%	13,635	Common	NONE
46432F842	IEFA	ISHARES TR	$856,885	0.21%	8,872	Common	NONE
922908736	VUG	VANGUARD INDEX FDS	$824,251	0.20%	9,569	Common	NONE
14020Y508	CGCB	CAPITAL GRP FIXED INCM ETF T	$791,508	0.19%	30,233	Common	NONE
002824100	ABT	ABBOTT LABORATORIES	$777,460	0.19%	8,568	Common	NONE
532457108	LLY	ELI LILLY & CO	$768,835	0.19%	641	Common	NONE
G6683N103	NU	NU HLDGS LTD	$768,641	0.19%	57,533	Common	NONE
90353W103	UI	UBIQUITI INC	$752,462	0.18%	1,409	Common	NONE
464287804	IJR	ISHARES TR	$751,741	0.18%	5,069	Common	NONE
90353T100	UBER	UBER TECHNOLOGIES INC	$735,194	0.18%	10,188	Common	NONE
458140100	INTC	INTEL CORP	$725,535	0.18%	5,196	Common	NONE
149123101	CAT	CATERPILLAR INC	$690,055	0.17%	648	Common	NONE
68389X105	ORCL	ORACLE CORP	$664,375	0.16%	4,533	Common	NONE
437076102	HD	HOME DEPOT INC	$659,354	0.16%	1,870	Common	NONE
316092113	FELC	FIDELITY COVINGTON TRUST	$638,168	0.16%	15,227	Common	NONE
46434G103	IEMG	ISHARES INC	$635,734	0.15%	7,674	Common	NONE
31609A206	FESM	FIDELITY COVINGTON TRUST	$634,371	0.15%	13,137	Common	NONE
369604301	GE	GE AEROSPACE	$627,545	0.15%	1,679	Common	NONE
038222105	AMAT	APPLIED MATLS INC	$606,836	0.15%	839	Common	NONE
20030N101	CMCSA	COMCAST CORP NEW	$600,407	0.15%	24,456	Common	NONE
40415F101	HDB	HDFC BANK LTD	$597,164	0.15%	23,119	Common	NONE
11271J107	BN	BROOKFIELD CORP	$596,846	0.15%	14,014	Common	NONE
464288737	KXI	ISHARES TR	$595,778	0.15%	8,822	Common	NONE
91912E105	VALE	VALE S A	$593,421	0.14%	39,456	Common	NONE
46429B689	EFAV	ISHARES TR	$591,701	0.14%	6,746	Common	NONE
14021D107	CGBL	CAPITAL GROUP CORE BALANCED	$587,998	0.14%	15,490	Common	NONE
14448C104	CARR	CARRIER GLOBAL CORPORATION	$574,216	0.14%	7,828	Common	NONE
816851109	SRE	SEMPRA	$571,264	0.14%	6,162	Common	NONE
254687106	DIS	DISNEY WALT CO	$556,237	0.14%	5,779	Common	NONE
464287507	IJH	ISHARES TR	$554,693	0.14%	7,194	Common	NONE
670100205	NVO	NOVO-NORDISK A S	$539,589	0.13%	11,256	Common	NONE
931142103	WMT	WALMART INC	$522,995	0.13%	4,618	Common	NONE
922042858	VWO	VANGUARD INTL EQUITY INDEX F	$511,260	0.12%	8,565	Common	NONE
87612E106	TGT	TARGET CORP	$502,506	0.12%	3,847	Common	NONE
244199105	DE	DEERE & CO	$501,121	0.12%	790	Common	NONE
46435G524	IGRO	ISHARES TR	$500,616	0.12%	5,693	Common	NONE
18915M107	NET	CLOUDFLARE INC	$497,428	0.12%	2,028	Common	NONE
11276H106	BIPC	BROOKFIELD INFRASTRUCTURE CO	$487,960	0.12%	12,674	Common	NONE
370334104	GIS	GENERAL MILLS INC	$471,109	0.11%	13,538	Common	NONE
92826C839	V	VISA INC	$469,494	0.11%	1,368	Common	NONE
46138E263	CGW	INVESCO EXCH TRADED FD TR II	$460,688	0.11%	7,009	Common	NONE
717081103	PFE	PFIZER INC	$448,405	0.11%	18,621	Common	NONE
97717W869	DFE	WISDOMTREE TR	$441,442	0.11%	6,134	Common	NONE
57636Q104	MA	MASTERCARD INCORPORATED	$437,438	0.11%	852	Common	NONE
46120E602	ISRG	INTUITIVE SURGICAL INC	$433,869	0.11%	1,091	Common	NONE
46137V738	PWV	INVESCO EXCHANGE TRADED FD T	$413,760	0.10%	5,461	Common	NONE
060505104	BAC	BANK OF AMER CORP	$409,818	0.10%	7,192	Common	NONE
17275R102	CSCO	CISCO SYS INC	$399,984	0.10%	3,405	Common	NONE
60937P106	MDB	MONGODB INC	$393,675	0.10%	1,172	Common	NONE
922908595	VBK	VANGUARD INDEX FDS	$393,398	0.10%	1,076	Common	NONE
464287671	IUSG	ISHARES TR	$389,617	0.09%	2,071	Common	NONE
747525103	QCOM	QUALCOMM INC	$387,421	0.09%	2,097	Common	NONE
881624209	TEVA	TEVA PHARMACEUTICAL INDS LTD	$381,184	0.09%	11,251	Common	NONE
464287291	IXN	ISHARES TR	$365,566	0.09%	2,530	Common	NONE
464287465	EFA	ISHARES TR	$363,923	0.09%	3,503	Common	NONE
00206R102	T	AT&T INC	$362,090	0.09%	17,492	Common	NONE
14020Y102	CGCP	CAPITAL GRP FIXED INCM ETF T	$358,820	0.09%	16,098	Common	NONE
808524672	SCHY	SCHWAB STRATEGIC TR	$352,203	0.09%	11,100	Common	NONE
278865100	ECL	ECOLAB INC	$344,963	0.08%	1,238	Common	NONE
81369Y506	XLE	SELECT SECTOR SPDR TR	$336,265	0.08%	6,331	Common	NONE
438516205	HON	HONEYWELL INTL INC	$330,253	0.08%	1,475	Common	NONE
464287481	IWP	ISHARES TR	$326,121	0.08%	2,227	Common	NONE
43849R105	HONA	HONEYWELL AEROSPACE INC	$326,093	0.08%	1,475	Common	NONE
833445109	SNOW	SNOWFLAKE INC	$326,015	0.08%	1,281	Common	NONE
36828A101	GEV	GE VERNOVA INC	$324,590	0.08%	276	Common	NONE
316092840	FDVV	FIDELITY COVINGTON TRUST	$323,676	0.08%	5,369	Common	NONE
045487105	ASB	ASSOCIATED BANC-CORP	$320,114	0.08%	10,403	Common	NONE
464285204	IAU	ISHARES GOLD TR	$318,426	0.08%	4,217	Common	NONE
580135101	MCD	MCDONALDS CORP	$318,166	0.08%	1,177	Common	NONE
78463V107	GLD	SPDR GOLD TR	$308,702	0.08%	838	Common	NONE
921937835	BND	VANGUARD BD INDEX FDS	$303,844	0.07%	4,139	Common	NONE
69608A108	PLTR	PALANTIR TECHNOLOGIES INC	$302,992	0.07%	2,597	Common	NONE
781154109	RBRK	RUBRIK INC.	$301,211	0.07%	3,752	Common	NONE
09290D101	BLK	BLACKROCK INC	$300,228	0.07%	312	Common	NONE
464287879	IJS	ISHARES TR	$279,431	0.07%	2,044	Common	NONE
14020Y300	CGMS	CAPITAL GRP FIXED INCM ETF T	$278,487	0.07%	10,190	Common	NONE
66987V109	NVS	NOVARTIS AG	$278,021	0.07%	1,774	Common	NONE
81762P102	NOW	SERVICENOW INC	$270,538	0.07%	2,725	Common	NONE
37954Y715	BOTZ	GLOBAL X FDS	$264,164	0.06%	6,963	Common	NONE
98980L101	ZNGA	ZOOM COMMUNICATIONS INC	$260,484	0.06%	3,018	Common	NONE
46284V101	IRM	IRON MTN INC DEL	$252,620	0.06%	2,000	Common	NONE
697435105	PANW	PALO ALTO NETWORKS INC	$249,627	0.06%	732	Common	NONE
247361702	DAL	DELTA AIR LINES INC	$242,696	0.06%	2,591	Common	NONE
464287648	IWO	ISHARES TR	$242,625	0.06%	616	Common	NONE
H42097107	UBS	UBS GROUP AG	$242,547	0.06%	4,894	Common	NONE
30231G102	XOM	EXXON MOBIL CORP	$236,985	0.06%	1,733	Common	NONE
922908538	VOT	VANGUARD INDEX FDS	$235,851	0.06%	770	Common	NONE
64110W102	NTES	NETEASE COM INC	$233,279	0.06%	1,821	Common	NONE
883556102	TMO	THERMO FISHER SCIENTIFIC INC	$230,461	0.06%	460	Common	NONE
14021M107	CGIE	CAPITAL GROUP INTERNATIONAL	$228,925	0.06%	6,224	Common	NONE
G16252101	BIP	BROOKFIELD INFRASTRUCTURE PA	$224,559	0.05%	6,154	Common	NONE
922042775	VEU	VANGUARD INTL EQUITY INDEX F	$222,500	0.05%	2,657	Common	NONE
713448108	PEP	PEPSICO INC	$221,637	0.05%	1,637	Common	NONE
94106L109	WM	WASTE MGMT INC DEL	$219,983	0.05%	987	Common	NONE
G68707101	PAGS	PAGSEGURO DIGITAL LTD	$213,353	0.05%	23,575	Common	NONE
46641Q332	JEPI	J P MORGAN EXCHANGE TRADED F	$213,321	0.05%	3,777	Common	NONE
78409V104	SPGI	S&P GLOBAL INC	$211,564	0.05%	519	Common	NONE
233331107	DTE	DTE ENERGY CO	$210,366	0.05%	1,381	Common	NONE
097023105	BA	BOEING CO	$208,677	0.05%	964	Common	NONE
14020Y201	CGMU	CAPITAL GRP FIXED INCM ETF T	$204,432	0.05%	7,442	Common	NONE
83444M101	SOLV	SOLVENTUM CORP	$202,826	0.05%	2,629	Common	NONE
92203C303	VUSB	VANGUARD BD INDEX FDS	$201,211	0.05%	4,042	Common	NONE
039483102	ADM	ARCHER DANIELS MIDLAND CO	$199,251	0.05%	2,608	Common	NONE
922907746	VTEB	VANGUARD MUN BD FDS	$198,343	0.05%	3,921	Common	NONE
446150104	HBAN	HUNTINGTON BANCSHARES INC	$192,636	0.05%	10,865	Common	NONE
191216100	KO	COCA COLA CO	$191,396	0.05%	2,355	Common	NONE
922908652	VXF	VANGUARD INDEX FDS	$189,147	0.05%	768	Common	NONE
58933Y105	MRK	MERCK & CO INC	$188,608	0.05%	1,468	Common	NONE
464287408	IVE	ISHARES TR	$187,854	0.05%	827	Common	NONE
21037T109	CEG	CONSTELLATION ENERGY CORP	$186,278	0.05%	750	Common	NONE
315948109	FBTC	FIDELITY WISE ORIGIN BITCOIN	$185,669	0.05%	3,637	Common	NONE
46138E214	IDHQ	INVESCO EXCH TRADED FD TR II	$184,456	0.04%	4,220	Common	NONE
464287606	IJK	ISHARES TR	$183,725	0.04%	1,564	Common	NONE
G0593M107	AZN	ASTRAZENECA PLC	$176,754	0.04%	932	Common	NONE
852234103	XYZ	BLOCK INC	$174,800	0.04%	2,300	Common	NONE
464287150	ITOT	ISHARES TR	$174,335	0.04%	1,061	Common	NONE
46137V274	RSPU	INVESCO EXCHANGE TRADED FD T	$171,347	0.04%	2,112	Common	NONE
46434V878	ICSH	ISHARES TR	$171,285	0.04%	3,386	Common	NONE
92343V104	VZ	VERIZON COMMUNICATIONS INC	$170,925	0.04%	4,037	Common	NONE
921909768	VXUS	VANGUARD STAR FDS	$168,233	0.04%	1,968	Common	NONE
07725L102	ONC	BEONE MEDICINES LTD	$167,562	0.04%	588	Common	NONE
27579R104	EWBC	EAST WEST BANCORP INC	$167,430	0.04%	1,297	Common	NONE
92204A876	VPU	VANGUARD WORLD FD	$162,064	0.04%	828	Common	NONE
922908512	VOE	VANGUARD INDEX FDS	$161,989	0.04%	820	Common	NONE
742718109	PG	PROCTER & GAMBLE CO	$159,214	0.04%	1,086	Common	NONE
89417E109	TRV	TRAVELERS COMPANIES INC	$158,458	0.04%	480	Common	NONE
92939U106	WEC	WEC ENERGY GROUP INC	$156,238	0.04%	1,338	Common	NONE
46435G425	ESGU	ISHARES TR	$156,235	0.04%	955	Common	NONE
464288570	DSI	ISHARES TR	$155,305	0.04%	1,091	Common	NONE
03076C106	AMP	AMERIPRISE FINL INC	$155,011	0.04%	338	Common	NONE
316092600	FHLC	FIDELITY COVINGTON TRUST	$154,856	0.04%	2,005	Common	NONE
464288307	IMCG	ISHARES TR	$154,015	0.04%	1,567	Common	NONE
46436E718	SGOV	ISHARES TR	$153,241	0.04%	1,522	Common	NONE
009066101	ABNB	AIRBNB INC	$153,117	0.04%	1,070	Common	NONE
G85158106	STNE	STONECO LTD	$152,646	0.04%	14,082	Common	NONE
00214Q401	ARKW	ARK ETF TR	$151,819	0.04%	1,048	Common	NONE
33733B100	FIW	FIRST TR EXCHANGE-TRADED FD	$151,171	0.04%	1,380	Common	NONE
14019W109	CGXU	CAPITAL GROUP INTL FOCUS EQT	$149,489	0.04%	4,318	Common	NONE
46429B697	USMV	ISHARES TR	$149,291	0.04%	1,548	Common	NONE
512807306	LRCX	LAM RESEARCH CORP	$148,576	0.04%	343	Common	NONE
464288760	ITA	ISHARES TR	$148,119	0.04%	611	Common	NONE
81369Y308	XLP	SELECT SECTOR SPDR TR	$146,504	0.04%	1,764	Common	NONE
67103H107	ORLY	OREILLY AUTOMOTIVE INC	$138,135	0.03%	1,500	Common	NONE
V7780T103	RCL	ROYAL CARIBBEAN GROUP	$134,966	0.03%	425	Common	NONE
04016X101	ARGX	ARGENX SE	$134,527	0.03%	145	Common	NONE
11285B108	BEPC	BROOKFIELD RENEWABLE CORP	$134,077	0.03%	3,612	Common	NONE
464287499	IWR	ISHARES TR	$133,980	0.03%	1,214	Common	NONE
464287556	IBB	ISHARES TR	$133,175	0.03%	700	Common	NONE
H17182108	CRSP	CRISPR THERAPEUTICS AG	$132,096	0.03%	2,422	Common	NONE
594972408	MSTR	STRATEGY INC	$127,961	0.03%	1,472	Common	NONE
701094104	PH	PARKER-HANNIFIN CORP	$126,639	0.03%	129	Common	NONE
922908629	VO	VANGUARD INDEX FDS	$125,964	0.03%	1,563	Common	NONE
65339F101	NEE	NEXTERA ENERGY INC	$125,160	0.03%	1,426	Common	NONE
756109104	O	REALTY INCOME CORP	$124,602	0.03%	2,011	Common	NONE
81369Y605	XLF	SELECT SECTOR SPDR TR	$121,590	0.03%	2,268	Common	NONE
G7709Q104	RPRX	ROYALTY PHARMA PLC	$120,831	0.03%	2,155	Common	NONE
907818108	UNP	UNION PAC CORP	$119,111	0.03%	438	Common	NONE
75886F107	REGN	REGENERON PHARMACEUTICALS	$119,096	0.03%	191	Common	NONE
G7997R103	STX	SEAGATE TECHNOLOGY HLDNGS PL	$118,700	0.03%	123	Common	NONE
G54950103	LIN	LINDE PLC	$117,280	0.03%	226	Common	NONE
682189105	ON	ON SEMICONDUCTOR CORP	$117,230	0.03%	1,240	Common	NONE
45337C102	INCY	INCYTE CORP	$113,360	0.03%	1,000	Common	NONE
56501R106	MFC	MANULIFE FINL CORP	$110,511	0.03%	2,728	Common	NONE
G8994E103	TT	TRANE TECHNOLOGIES PLC	$110,511	0.03%	225	Common	NONE
01609W102	BABA	ALIBABA GROUP HLDG LTD	$109,364	0.03%	1,139	Common	NONE
464287887	IJT	ISHARES TR	$108,929	0.03%	610	Common	NONE
464288224	ICLN	ISHARES TR	$105,450	0.03%	5,146	Common	NONE
125523100	CI	THE CIGNA GROUP	$104,781	0.03%	380	Common	NONE
689648103	OTTR	OTTER TAIL CORP	$103,927	0.03%	1,155	Common	NONE
78464A201	SLYG	SPDR SERIES TRUST	$103,405	0.03%	868	Common	NONE
48251W104	KKR	KKR & CO INC	$102,794	0.03%	1,120	Common	NONE
49456B101	KMI	KINDER MORGAN INC DEL	$102,043	0.02%	3,192	Common	NONE
58155Q103	MCK	MCKESSON CORP	$102,006	0.02%	135	Common	NONE
00214Q104	ARKK	ARK ETF TR	$101,180	0.02%	1,252	Common	NONE
922908751	VB	VANGUARD INDEX FDS	$99,815	0.02%	329	Common	NONE
14020V108	CGUS	CAPITAL GROUP CORE EQUITY ET	$98,473	0.02%	2,214	Common	NONE
31609A503	FMDE	FIDELITY COVINGTON TRUST	$97,924	0.02%	2,413	Common	NONE
75513E101	RTX	RTX CORPORATION	$97,142	0.02%	512	Common	NONE
29250N105	ENB	ENBRIDGE INC	$95,626	0.02%	1,764	Common	NONE
23345M107	DTM	DT MIDSTREAM INC	$94,367	0.02%	643	Common	NONE
92206C664	VTWO	VANGUARD SCOTTSDALE FDS	$94,046	0.02%	775	Common	NONE
00768Y545	VICE	ADVISORSHARES TR	$93,633	0.02%	2,810	Common	NONE
316092857	FREL	FIDELITY COVINGTON TRUST	$93,211	0.02%	3,181	Common	NONE
316188309	FBND	FIDELITY MERRIMACK STR TR	$92,897	0.02%	2,042	Common	NONE
166764100	CVX	CHEVRON CORPORATION	$90,937	0.02%	549	Common	NONE
N6596X109	NXPI	NXP SEMICONDUCTORS N V	$90,348	0.02%	321	Common	NONE
464287432	TLT	ISHARES TR	$89,658	0.02%	1,037	Common	NONE
949746101	WMT2	WELLS FARGO & CO	$89,407	0.02%	1,082	Common	NONE
464288521	USRT	ISHARES TR	$88,179	0.02%	1,327	Common	NONE
464287630	IWN	ISHARES TR	$87,532	0.02%	396	Common	NONE
14020Y805	CGHM	CAPITAL GRP FIXED INCM ETF T	$87,377	0.02%	3,380	Common	NONE
45784P101	PODD	INSULET CORP	$87,087	0.02%	572	Common	NONE
86333M108	LRN	STRIDE INC	$85,723	0.02%	994	Common	NONE
22788C105	CRWD	CROWDSTRIKE HLDGS INC	$85,472	0.02%	112	Common	NONE
92206C680	VONG	VANGUARD SCOTTSDALE FDS	$84,002	0.02%	657	Common	NONE
126408103	CSX	CSX CORP	$81,232	0.02%	1,709	Common	NONE
548661107	LOW	LOWES COS INC	$80,479	0.02%	365	Common	NONE
934423104	WBD	WARNER BROS DISCOVERY INC	$79,500	0.02%	2,982	Common	NONE
Y2573F102	FLEX	FLEX LTD	$79,414	0.02%	490	Common	NONE
025816109	AXP	AMERICAN EXPRESS CO	$78,530	0.02%	232	Common	NONE
47215P106	JD	JD.COM INC	$78,173	0.02%	3,068	Common	NONE
00214Q302	ARKG	ARK ETF TR	$78,151	0.02%	1,858	Common	NONE
760759100	RSG	REPUBLIC SVCS INC	$77,135	0.02%	362	Common	NONE
253868103	DLR	DIGITAL RLTY TR INC	$76,874	0.02%	428	Common	NONE
464287580	IYC	ISHARES TR	$76,836	0.02%	760	Common	NONE
172967424	C	CITIGROUP INC	$76,418	0.02%	546	Common	NONE
46434G764	EMXC	ISHARES INC	$75,069	0.02%	734	Common	NONE
19260Q107	COIN	COINBASE GLOBAL INC	$74,995	0.02%	513	Common	NONE
81369Y209	XLV	SELECT SECTOR SPDR TR	$73,956	0.02%	466	Common	NONE
126650100	CVS	CVS HEALTH CORP	$73,249	0.02%	708	Common	NONE
H11356104	BG	BUNGE GLOBAL SA	$73,110	0.02%	685	Common	NONE
316092337	FFLG	FIDELITY COVINGTON TRUST	$72,810	0.02%	2,099	Common	NONE
74460D109	PSA	PUBLIC STORAGE	$71,829	0.02%	226	Common	NONE
80004C200	SNDK	SANDISK CORP	$70,486	0.02%	31	Common	NONE
46431W853	COMT	ISHARES U S ETF TR	$70,112	0.02%	2,309	Common	NONE
113004105	BAM	BROOKFIELD ASSET MANAGMT LTD	$69,248	0.02%	1,544	Common	NONE
452327109	ILMN	ILLUMINA INC	$68,925	0.02%	392	Common	NONE
83443Q103	SOLS	SOLSTICE ADVANCED MATLS INC	$67,690	0.02%	764	Common	NONE
452308109	ITW	ILLINOIS TOOL WKS INC	$67,179	0.02%	248	Common	NONE
464288646	IGSB	ISHARES TR	$67,057	0.02%	1,279	Common	NONE
89377M109	TMDX	TRANSMEDICS GROUP INC	$66,420	0.02%	1,000	Common	NONE
459200101	IBM	INTERNATIONAL BUSINESS MACHS	$66,084	0.02%	235	Common	NONE
09260D107	BX	BLACKSTONE INC	$65,895	0.02%	560	Common	NONE
33734G108	FRI	FIRST TR EXCHANGE-TRADED FD	$65,888	0.02%	2,079	Common	NONE
88636R743	XMAG	TIDAL TRUST II	$63,818	0.02%	2,447	Common	NONE
44332N106	HTHT	H WORLD GROUP LTD	$63,163	0.02%	1,514	Common	NONE
808524201	SCHX	SCHWAB STRATEGIC TR	$63,024	0.02%	2,141	Common	NONE
464288372	IGF	ISHARES TR	$63,004	0.02%	946	Common	NONE
25402D102	DOCN	DIGITALOCEAN HLDGS INC	$62,812	0.02%	400	Common	NONE
G29183103	ETN	EATON CORP PLC	$62,640	0.02%	147	Common	NONE
46138E362	SPHD	INVESCO EXCH TRADED FD TR II	$62,330	0.02%	1,226	Common	NONE
573874104	MRVL	MARVELL TECHNOLOGY INC	$62,259	0.02%	209	Common	NONE
78464A763	SDY	SPDR SERIES TRUST	$61,717	0.02%	406	Common	NONE
98389B100	XEL	XCEL ENERGY INC	$61,604	0.01%	767	Common	NONE
G87052109	TEL	TE CONNECTIVITY PLC	$61,320	0.01%	304	Common	NONE
81369Y803	XLK	SELECT SECTOR SPDR TR	$60,966	0.01%	320	Common	NONE
958102105	WDC	WESTERN DIGITAL CORP	$60,678	0.01%	95	Common	NONE
345370860	F	FORD MTR CO	$60,303	0.01%	4,338	Common	NONE
110122108	BMY	BRISTOL-MYERS SQUIBB CO	$59,521	0.01%	1,033	Common	NONE
98422D105	XPEV	XPENG INC	$58,243	0.01%	4,399	Common	NONE
172908105	CTAS	CINTAS CORP	$57,827	0.01%	340	Common	NONE
653656108	NICE	NICE LTD	$57,706	0.01%	635	Common	NONE
74251V102	PFG	PRINCIPAL FINANCIAL GROUP IN	$57,662	0.01%	535	Common	NONE
291011104	EMR	EMERSON ELEC CO	$57,261	0.01%	400	Common	NONE
26875P101	EOG	EOG RES INC	$57,081	0.01%	440	Common	NONE
55024U109	LITE	LUMENTUM HLDGS INC	$56,632	0.01%	66	Common	NONE
464288810	IHI	ISHARES TR	$56,624	0.01%	1,146	Common	NONE
00214Q203	ARKQ	ARK ETF TR	$56,384	0.01%	426	Common	NONE
049468101	TEAM	ATLASSIAN CORPORATION	$55,853	0.01%	718	Common	NONE
21036P108	STZ	CONSTELLATION BRANDS INC	$55,636	0.01%	400	Common	NONE
773903109	ROK	ROCKWELL AUTOMATION INC	$55,449	0.01%	112	Common	NONE
609207105	MDLZ	MONDELEZ INTL INC	$54,626	0.01%	944	Common	NONE
117043109	BC	BRUNSWICK CORP	$54,335	0.01%	645	Common	NONE
464288240	ACWX	ISHARES TR	$54,228	0.01%	712	Common	NONE
464287598	IWD	ISHARES TR	$54,200	0.01%	224	Common	NONE
05686D200	BGGG	BAILLIE GIFFORD ETF TR	$53,068	0.01%	1,505	Common	NONE
G3643J108	FLUT	FLUTTER ENTMT PLC	$52,822	0.01%	517	Common	NONE
256163106	DOCU	DOCUSIGN INC	$52,327	0.01%	1,178	Common	NONE
036752103	ELV	ELEVANCE HEALTH INC FORMERLY	$52,209	0.01%	135	Common	NONE
620076307	MSI	MOTOROLA SOLUTIONS INC	$51,911	0.01%	125	Common	NONE
294821608	ERIC	TELEFONAKTIEBOLAGET LM ERICS	$51,323	0.01%	4,603	Common	NONE
79466L302	CRM	SALESFORCE INC	$51,277	0.01%	327	Common	NONE
38141G104	GS	GOLDMAN SACHS GROUP INC	$51,000	0.01%	50	Common	NONE
60855R100	MOH	MOLINA HEALTHCARE INC	$50,314	0.01%	220	Common	NONE
46435G532	SDG	ISHARES TR	$49,576	0.01%	554	Common	NONE
023586506	UHAL/B	U HAUL HOLDING COMPANY	$49,334	0.01%	855	Common	NONE
46438F101	IBIT	ISHARES BITCOIN TRUST ETF	$49,036	0.01%	1,473	Common	NONE
529900102	ASG	LIBERTY ALL-STAR GROWTH FD I	$48,929	0.01%	8,945	Common	NONE
12008R107	BLDR	BUILDERS FIRSTSOURCE INC	$47,872	0.01%	535	Common	NONE
70450Y103	PYPL	PAYPAL HLDGS INC	$47,741	0.01%	1,106	Common	NONE
718172109	PM	PHILIP MORRIS INTL INC	$47,537	0.01%	263	Common	NONE
574599106	MAS	MASCO CORP	$47,191	0.01%	580	Common	NONE
922475108	VEEV	VEEVA SYS INC	$47,030	0.01%	265	Common	NONE
746729813	FTMN	PUTNAM ETF TRUST	$46,285	0.01%	5,191	Common	NONE
808524805	SCHF	SCHWAB STRATEGIC TR	$45,777	0.01%	1,653	Common	NONE
464287226	AGG	ISHARES TR	$45,305	0.01%	458	Common	NONE
892331307	TM	TOYOTA MOTOR CORP	$44,907	0.01%	267	Common	NONE
443201108	HWM	HOWMET AEROSPACE INC	$44,757	0.01%	166	Common	NONE
95040Q104	WELL	WELLTOWER INC	$44,713	0.01%	197	Common	NONE
464287234	EEM	ISHARES TR	$44,698	0.01%	653	Common	NONE
922042718	VSS	VANGUARD INTL EQUITY INDEX F	$44,259	0.01%	287	Common	NONE
13646K108	CP	CANADIAN PACIFIC KANSAS CITY	$43,325	0.01%	500	Common	NONE
410867105	THG	HANOVER INS GROUP INC	$42,824	0.01%	200	Common	NONE
767204100	RIO	RIO TINTO PLC	$42,597	0.01%	449	Common	NONE
46641Q654	JMST	J P MORGAN EXCHANGE TRADED F	$42,484	0.01%	833	Common	NONE
482480100	KLAC	KLA CORP	$42,442	0.01%	141	Common	NONE
15135U109	CVE	CENOVUS ENERGY INC	$41,582	0.01%	1,676	Common	NONE
78467J100	SSNC	SS&C TECH HLDGS	$41,574	0.01%	670	Common	NONE
22822V101	CCI	CROWN CASTLE INC	$41,542	0.01%	549	Common	NONE
808524763	FNDA	SCHWAB STRATEGIC TR	$41,409	0.01%	1,088	Common	NONE
418056107	HAS	HASBRO INC	$41,295	0.01%	500	Common	NONE
009158106	APD	AIR PRODUCTS AND CHEMICALS I	$41,172	0.01%	140	Common	NONE
14020R107	CGGE	CAPITAL GROUP GLOBAL EQUITY	$40,335	0.01%	1,145	Common	NONE
369550108	GD	GENERAL DYNAMICS CORP	$40,010	0.01%	113	Common	NONE
46137V357	RSP	INVESCO EXCHANGE TRADED FD T	$39,362	0.01%	185	Common	NONE
46432F834	IXUS	ISHARES TR	$39,177	0.01%	410	Common	NONE
00214Q708	ARKF	ARK ETF TR	$39,022	0.01%	989	Common	NONE
75734B100	RDDT	REDDIT INC	$38,882	0.01%	224	Common	NONE
464287705	IJJ	ISHARES TR	$38,705	0.01%	262	Common	NONE
316092501	FNCL	FIDELITY COVINGTON TRUST	$38,669	0.01%	505	Common	NONE
464287788	IYF	ISHARES TR	$38,437	0.01%	301	Common	NONE
46434G822	EWJ	ISHARES INC	$38,241	0.01%	410	Common	NONE
229050307	CYRX	CRYOPORT INC	$38,182	0.01%	2,432	Common	NONE
464288752	ITB	ISHARES TR	$38,135	0.01%	365	Common	NONE
H1467J104	CB	CHUBB LIMITED	$37,141	0.01%	109	Common	NONE
33733E203	FBT	FIRST TR EXCHANGE-TRADED FD	$36,688	0.01%	148	Common	NONE
372303206	GMAB	GENMAB A/S	$36,618	0.01%	1,333	Common	NONE
744320102	PRU	PRUDENTIAL FINL INC	$36,480	0.01%	338	Common	NONE
78468R853	SPSM	SPDR SERIES TRUST	$36,034	0.01%	625	Common	NONE
33733E104	FTCS	FIRST TR EXCHANGE-TRADED FD	$35,784	0.01%	381	Common	NONE
464287762	IYH	ISHARES TR	$35,473	0.01%	529	Common	NONE
191098102	COKE	COCA COLA CONS INC	$34,990	0.01%	183	Common	NONE
693475105	PNC	PNC FINL SVCS GROUP INC	$34,963	0.01%	142	Common	NONE
001055102	AFL	AFLAC INC	$34,424	0.01%	294	Common	NONE
745867101	PHM	PULTE GROUP INC	$34,303	0.01%	250	Common	NONE
84615Q103	SPCX	SPACE EXPLORATION TECHN CORP	$34,172	0.01%	200	Common	NONE
311900104	FAST	FASTENAL CO	$34,137	0.01%	711	Common	NONE
872540109	TJX	TJX COS INC NEW	$33,936	0.01%	224	Common	NONE
98138H101	WDAY	WORKDAY INC	$33,910	0.01%	277	Common	NONE
904767803	UL	UNILEVER PLC	$33,903	0.01%	564	Common	NONE
609839105	MPWR	MONOLITHIC PWR SYS INC	$33,804	0.01%	24	Common	NONE
91332U101	U	UNITY SOFTWARE INC	$33,324	0.01%	1,166	Common	NONE
921937827	BSV	VANGUARD BD INDEX FDS	$33,268	0.01%	427	Common	NONE
911312106	UPS	UNITED PARCEL SVCS INC	$32,866	0.01%	306	Common	NONE
316773100	FITB	FIFTH THIRD BANCORP	$32,187	0.01%	571	Common	NONE
64110L106	NFLX	NETFLIX INC.	$32,130	0.01%	450	Common	NONE
35473P884	FLQM	FRANKLIN TEMPLETON ETF TR	$32,126	0.01%	555	Common	NONE
884903881	TRI	THOMSON REUTERS CORP	$32,096	0.01%	393	Common	NONE
921932505	VOOG	VANGUARD ADMIRAL FDS INC	$32,057	0.01%	388	Common	NONE
89832Q109	TFC	TRUIST FINL CORP	$31,759	0.01%	637	Common	NONE
29084Q100	EME	EMCOR GROUP INC	$31,535	0.01%	38	Common	NONE
05379B107	AVA	AVISTA CORP	$31,419	0.01%	768	Common	NONE
46137V787	PBE	INVESCO EXCHANGE TRADED FD T	$31,377	0.01%	350	Common	NONE
00724F101	ADBE	ADOBE INC	$30,978	0.01%	151	Common	NONE
088606108	BHP	BHP BILLITON LIMITED	$30,408	0.01%	365	Common	NONE
33738R506	RDVY	FIRST TR EXCHANGE TRADED FD	$30,398	0.01%	375	Common	NONE
46138G649	QQQM	INVESCO EXCH TRADED FD TR II	$30,250	0.01%	100	Common	NONE
464289438	IWY	ISHARES TR	$29,934	0.01%	103	Common	NONE
724078209	PIPR	PIPER SANDLER COMPANIES	$29,804	0.01%	412	Common	NONE
891160509	TD	TORONTO DOMINION BK ONT	$28,900	0.01%	238	Common	NONE
464287127	ILCB	ISHARES TR	$28,572	0.01%	276	Common	NONE
71654V408	PBR	PETROLEO BRASILEIRO S A	$28,506	0.01%	1,764	Common	NONE
33740F839	DNOV	FIRST TR EXCHNG TRADED FD VI	$28,243	0.01%	550	Common	NONE
81369Y407	XLY	SELECT SECTOR SPDR TR	$28,147	0.01%	240	Common	NONE
867224107	SU	SUNCOR ENERGY INC NEW	$28,128	0.01%	524	Common	NONE
501044101	KR	KROGER CO	$27,765	0.01%	500	Common	NONE
46137V134	PBW	INVESCO EXCHANGE TRADED FD T	$27,642	0.01%	709	Common	NONE
252131107	DXCM	DEXCOM INC	$27,479	0.01%	408	Common	NONE
37733W204	GSK	GSK PLC	$27,081	0.01%	517	Common	NONE
337738108	FISV	FISERV INC	$26,978	0.01%	550	Common	NONE
36266G107	GEHC	GE HEALTHCARE TECHNOLOGIES I	$26,823	0.01%	419	Common	NONE
H50430232	LOGI	LOGITECH INTL S A	$26,425	0.01%	281	Common	NONE
654106103	NKE	NIKE INC	$26,420	0.01%	644	Common	NONE
30161N101	EXC	EXELON CORP	$26,304	0.01%	564	Common	NONE
316092881	FMAT	FIDELITY COVINGTON TRUST	$26,245	0.01%	449	Common	NONE
500767835	KURE	KRANESHARES TRUST	$26,190	0.01%	1,663	Common	NONE
G1151C101	ACN	ACCENTURE PLC IRELAND	$26,132	0.01%	210	Common	NONE
33741X102	SDVY	FIRST TR EXCHANGE TRADED FD	$25,884	0.01%	600	Common	NONE
032108565	AIEQ	AMPLIFY ETF TR	$25,313	0.01%	512	Common	NONE
680223104	ORI	OLD REP INTL CORP	$25,224	0.01%	616	Common	NONE
579780206	MKC	MCCORMICK & CO INC	$25,210	0.01%	500	Common	NONE
055622104	BP	BP PLC	$25,126	0.01%	680	Common	NONE
040413205	ANET	ARISTA NETWORKS INC	$24,463	0.01%	144	Common	NONE
025072349	AVLV	AMERICAN CENTY ETF TR	$24,353	0.01%	267	Common	NONE
14016P206	FFTY	CAPITAL-FORCE ETF TR	$24,107	0.01%	554	Common	NONE
33738R605	FV	FIRST TR EXCHANGE TRADED FD	$24,054	0.01%	317	Common	NONE
46654Q575	JMTG	J P MORGAN EXCHANGE TRADED F	$23,969	0.01%	473	Common	NONE
98980G102	ZS	ZSCALER INC	$23,572	0.01%	167	Common	NONE
00162Q361	OGIG	ALPS ETF TR	$23,207	0.01%	521	Common	NONE
494368103	KMB	KIMBERLY-CLARK CORP	$23,052	0.01%	210	Common	NONE
874060205	TAK	TAKEDA PHARMACEUTICAL CO LTD	$23,035	0.01%	1,437	Common	NONE
464288802	SUSA	ISHARES TR	$22,392	0.01%	145	Common	NONE
33734K109	FEX	FIRST TR EXCHANGE-TRADED ALP	$22,380	0.01%	160	Common	NONE
22052L104	CTVA	CORTEVA INC	$22,358	0.01%	264	Common	NONE
440452100	HRL	HORMEL FOODS CORP	$22,338	0.01%	900	Common	NONE
92556V106	VTRS	VIATRIS INC	$21,688	0.01%	1,366	Common	NONE
500767306	KWEB	KRANESHARES TRUST	$21,607	0.01%	883	Common	NONE
74743L100	Q	QNITY ELECTRONICS INC	$21,557	0.01%	132	Common	NONE
925283103	VSNT	VERSANT MEDIA GROUP INC	$21,333	0.01%	592	Common	NONE
464287689	IWV	ISHARES TR	$21,320	0.01%	50	Common	NONE
808524102	SCHB	SCHWAB STRATEGIC TR	$21,045	0.01%	727	Common	NONE
67092P813	NUDV	NUSHARES ETF TR	$20,966	0.01%	644	Common	NONE
22266T109	CPNG	COUPANG INC	$20,375	0.00%	1,173	Common	NONE
09581B103	OWL	BLUE OWL CAPITAL INC	$20,230	0.00%	2,312	Common	NONE
679295105	OKTA	OKTA INC	$20,058	0.00%	147	Common	NONE
12572Q105	CME	CME GROUP INC	$20,054	0.00%	91	Common	NONE
032654105	ADI	ANALOG DEVICES INC	$19,859	0.00%	50	Common	NONE
37045V100	GM	GENERAL MTRS CO	$19,655	0.00%	255	Common	NONE
803054204	SAP	SAP SE	$19,264	0.00%	125	Common	NONE
550241103	LUMN	LUMEN TECHNOLOGIES INC	$19,154	0.00%	2,494	Common	NONE
33735B108	FNX	FIRST TR EXCHANGE-TRADED ALP	$19,025	0.00%	130	Common	NONE
05329W102	AN	AUTONATION INC	$18,579	0.00%	100	Common	NONE
749685103	RPM	RPM INTL INC	$18,340	0.00%	165	Common	NONE
688239201	OSK	OSHKOSH CORP	$18,162	0.00%	118	Common	NONE
237194105	DRI	DARDEN RESTAURANTS INC	$18,129	0.00%	88	Common	NONE
84265V105	SCCO	SOUTHERN COPPER CORP	$18,123	0.00%	104	Common	NONE
464287168	DVY	ISHARES TR	$17,975	0.00%	115	Common	NONE
92189F726	BBH	VANECK ETF TRUST	$17,885	0.00%	88	Common	NONE
65336K103	NXST	NEXSTAR MEDIA GROUP INC	$17,859	0.00%	100	Common	NONE
379577208	GMED	GLOBUS MED INC	$17,619	0.00%	223	Common	NONE
46435U440	BGRN	ISHARES TR	$17,605	0.00%	371	Common	NONE
02209S103	MO	ALTRIA GROUP INC	$17,520	0.00%	243	Common	NONE
89677Q107	TCOM	TRIP COM GROUP LTD	$17,304	0.00%	434	Common	NONE
25243Q205	DEO	DIAGEO PLC	$17,297	0.00%	215	Common	NONE
98149E303	GLDM	WORLD GOLD TR	$17,234	0.00%	217	Common	NONE
31428X106	FDX	FEDEX CORP	$17,222	0.00%	55	Common	NONE
824348106	SHW	SHERWIN WILLIAMS CO	$17,216	0.00%	50	Common	NONE
744573106	PEG	PUBLIC SVC ENTERPRISE GROUP	$16,962	0.00%	209	Common	NONE
922908637	VV	VANGUARD INDEX FDS	$16,852	0.00%	49	Common	NONE
24703L202	DELL	DELL TECHNOLOGIES INC	$16,827	0.00%	39	Common	NONE
15189T107	CNP	CENTERPOINT ENERGY INC	$16,823	0.00%	382	Common	NONE
78464A631	XAR	SPDR SERIES TRUST	$16,746	0.00%	59	Common	NONE
78464A888	XHB	SPDR SERIES TRUST	$16,641	0.00%	144	Common	NONE
075887109	BDX	BECTON DICKINSON & CO	$16,511	0.00%	109	Common	NONE
855244109	SBUX	STARBUCKS CORP	$16,390	0.00%	160	Common	NONE
025537101	AEP	AMERICAN ELEC PWR CO INC	$16,280	0.00%	119	Common	NONE
46434V456	IQLT	ISHARES TR	$16,252	0.00%	328	Common	NONE
60770K107	MRNA	MODERNA INC	$16,107	0.00%	230	Common	NONE
389637109	GBTC	GRAYSCALE BITCOIN TRUST ETF	$16,069	0.00%	353	Common	NONE
14021N105	CGNG	CAPITAL GROUP NEW GEOGRAPHY	$15,808	0.00%	422	Common	NONE
902494103	TSN	TYSON FOODS INC	$15,783	0.00%	276	Common	NONE
46435U374	EWJV	ISHARES TR	$15,713	0.00%	357	Common	NONE
15102K100	CELC	CELCUITY INC	$15,693	0.00%	150	Common	NONE
92189F866	AFK	VANECK ETF TRUST	$15,549	0.00%	605	Common	NONE
464287515	IGV	ISHARES TR	$15,402	0.00%	170	Common	NONE
30040W108	ES	EVERSOURCE ENERGY	$15,177	0.00%	210	Common	NONE
451107106	IDA	IDACORP INC	$14,979	0.00%	99	Common	NONE
718546104	PSX	PHILLIPS 66	$14,876	0.00%	88	Common	NONE
969457100	WMB	WILLIAMS COS INC	$14,868	0.00%	200	Common	NONE
42250P103	DOC	HEALTHPEAK PROPERTIES INC	$14,721	0.00%	688	Common	NONE
524682200	LRGE	LEGG MASON ETF INVT	$14,679	0.00%	171	Common	NONE

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.