MondegarAI
← Tracker

Institutional

Ashton Thomas Private Wealth, LLC

CIK 0002019663
$4.23B
Reported AUM
1,502
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · Ashton Thomas Private Wealth, LLC · Q1 2026

AI · grounded in 13F

Ashton Thomas Private Wealth, LLC established a new position in BOXX valued at $36.25M. The fund also opened new positions in BSJS for $11.48M and SBR for $8.03M. On the sell side, the fund trimmed its holdings in UPS by 74.01% and XLY by 69.57%.

Portfolio · Q1 2026

BILAAPLXLKOther$3.03BAL

Top holdings· first 500 of 1502

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1BILSPDR SERIES TRUST$91.450.04%4.23%18.33%$175.8M4.16%79,547−4.0%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$147.5M3.49%+56,032+10.7%
3XLKSELECT SECTOR SPDR TR$180.30-6.66%52.15%143.77%$96.9M2.29%+7,088+1.0%
4NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$66.2M1.57%+30,183+8.6%
5IVVISHARES TR$740.91-2.62%24.60%80.03%$64.7M1.53%30,341−23.5%
6MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$63.0M1.49%+55+0.0%
7CHYMCHIME FINL INC$17.48-3.74%-49.76%-49.20%$53.4M1.26%2,275,850−44.4%
8SSUSSTRATEGY SHS$54.14-3.20%25.36%64.01%$51.9M1.23%34,104−3.0%
9SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$42.2M1.00%+18,210+30.0%
10AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$42.2M1.00%+10,607+5.5%
11CHRWC H ROBINSON WORLDWIDE IN$184.09-0.27%96.47%131.52%$42.2M1.00%+1,262+0.5%
12DHSBSTRATEGY SHS$26.94-0.74%9.32%11.76%$40.8M0.97%+95,642+6.4%
13VOVANGUARD INDEX FDS$78.53-2.06%16.36%40.57%$39.1M0.93%+5,368+4.1%
14GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$38.2M0.90%+4,523+3.5%
15AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$38.1M0.90%1,319−1.1%
16SCHXSCHWAB STRATEGIC TR$29.05-2.65%23.85%74.97%$36.3M0.86%+9,730+0.7%
17GOOGALPHABET INC$365.76-0.95%109.82%172.71%$36.3M0.86%+1,559+1.2%
18BILSSPDR SERIES TRUST$99.180.01%4.25%17.65%$36.3M0.86%24,589−6.3%
19BOXXEA SERIES TRUST$116.950.02%4.05%16.74%$36.3M0.86%+311,721NEW
20GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$35.4M0.84%20,034−19.6%
21AMGNAMGEN INC$349.581.15%24.03%69.41%$35.3M0.83%+4,375+4.6%
22IJHISHARES TR$73.95-2.00%22.71%46.95%$31.9M0.75%+13,255+2.9%
23IJRISHARES TR$137.68-1.84%29.63%34.80%$30.6M0.72%33,384−11.9%
24VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%26.80%55.20%$30.5M0.72%+100,790+26.9%
25JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$30.3M0.72%1,583−1.5%
26SPYMSPDR SERIES TRUST$86.81-2.58%24.60%80.04%$29.7M0.70%+244,345+170.0%
27IWFISHARES TR$122.69-3.26%20.87%79.95%$29.6M0.70%2,237−3.1%
28XLISELECT SECTOR SPDR TR$174.18-1.12%21.80%81.29%$27.9M0.66%+138,934+412.7%
29ESGUISHARES TR$161.16-2.76%24.17%70.46%$26.3M0.62%1,314−0.7%
30BRK/BBERKSHIRE HATHAWAY INC DEL$25.9M0.61%577−1.1%
31SHYISHARES TR$81.86-0.21%$25.8M0.61%+53,149+20.5%
32IAUISHARES GOLD TR$81.22-3.63%$24.4M0.58%19,199−6.5%
33METAMETA PLATFORMS INC$593.00-5.51%$24.4M0.58%3,764−8.1%
34VTVVANGUARD INDEX FDS$212.02-1.36%$24.2M0.57%+37,167+43.2%
35IVEISHARES TR$226.54-1.15%$23.8M0.56%+16,586+17.2%
36IEMGISHARES INC$78.63-6.40%$23.7M0.56%+4,843+1.4%
37XOMEXXON MOBIL CORP$149.92-1.39%$23.0M0.54%18,508−12.0%
38QQQINVESCO QQQ TR$705.06-4.80%$22.6M0.54%1,409−3.5%
39LLYELI LILLY & CO$1131.420.55%$22.6M0.53%+3,412+16.2%
40GDXVANECK ETF TRUST$78.84-8.75%$22.5M0.53%+147,151+150.8%
41IVWISHARES TR$134.60-3.81%$22.5M0.53%+2,545+1.3%
42IEFAISHARES TR$95.56-2.60%$22.3M0.53%+1,486+0.6%
43XLVSELECT SECTOR SPDR TR$153.010.61%$21.1M0.50%37,369−20.6%
44BIVVANGUARD BD INDEX FDS$76.05-0.51%$21.1M0.50%+61,607+29.0%
45QUALISHARES TR$213.14-1.93%$21.0M0.50%12,215−10.0%
46COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$20.4M0.48%+890+4.5%
47EFVISHARES TR$76.90-1.91%$20.2M0.48%4,847−1.8%
48VUGVANGUARD INDEX FDS$85.93-3.62%$19.7M0.47%+8,094+21.9%
49IWDISHARES TR$236.42-1.91%$19.4M0.46%1,042−1.1%
50EMXCISHARES INC$93.90-7.65%$18.8M0.45%+37,061+18.3%
51DYNFBLACKROCK ETF TRUST$65.88-2.95%$18.3M0.43%+19,272+6.5%
52PULSPGIM ETF TR$49.57-0.02%$18.1M0.43%+24,849+7.3%
53SSXUSTRATEGY SHS$35.33-2.25%$17.8M0.42%24,809−4.6%
54CSCOCISCO SYS INC$121.64-6.43%$17.7M0.42%3,405−1.5%
55VTIVANGUARD INDEX FDS$363.38-2.68%$17.7M0.42%12,260−18.2%
56LRCXLAM RESEARCH CORP$303.28-9.85%$17.7M0.42%+2,232+2.8%
57FBNDFIDELITY MERRIMACK STR TR$45.29-0.44%$17.7M0.42%+53,134+15.9%
58LQDISHARES TR$108.17-0.62%$17.4M0.41%+13,003+8.9%
59CVXCHEVRON CORPORATION$187.31-0.55%$17.3M0.41%6,351−7.1%
60VVISA INC$323.571.06%$17.2M0.41%861−1.5%
61BSJRINVESCO EXCH TRD SLF IDX FD$22.35-0.20%$17.1M0.41%+325,856+74.0%
62FPEFIRST TR EXCH TRADED FD III$17.91-0.39%$16.4M0.39%+174,886+23.3%
63RTXRTX CORPORATION$180.990.88%$15.8M0.37%+2,254+2.8%
64IWRISHARES TR$106.21-2.12%$15.4M0.36%1,234−0.8%
65ABBVABBVIE INC$227.231.02%$15.0M0.35%+26,473+62.5%
66MRKMERCK & CO INC$120.790.44%$14.9M0.35%+5,900+5.0%
67WMT2WELLS FARGO & CO$14.6M0.35%16,007−8.0%
68HYGISHARES TR$79.43-0.50%$13.9M0.33%+16,170+10.2%
69JNJJOHNSON & JOHNSON$232.772.02%$13.8M0.33%414−0.7%
70VNQVANGUARD INDEX FDS$96.790.72%$13.4M0.32%1,923−1.3%
71SSFISTRATEGY SHS$21.33-0.45%$13.4M0.32%+29,187+4.9%
72VBVANGUARD INDEX FDS$288.20-2.44%$13.0M0.31%+1,307+2.7%
73ITOTISHARES TR$161.35-2.71%$12.4M0.29%1,581−1.8%
74IVLUISHARES TR$42.04-2.48%$12.3M0.29%+2,097+0.7%
75XLESELECT SECTOR SPDR TR$57.67-1.84%$12.2M0.29%60,619−23.4%
76WMTWALMART INC$118.880.97%$11.7M0.28%1,404−1.5%
77CCITIGROUP INC$132.47-1.98%$11.7M0.28%+228+0.2%
78BSJSINVESCO EXCH TRD SLF IDX FD$21.77-0.25%$11.5M0.27%+529,399NEW
79BACBANK AMERICA CORP$53.83-0.63%$11.5M0.27%906−0.4%
80CGCPCAPITAL GRP FIXED INCM ETF T$22.21-0.40%$11.0M0.26%+57,240+13.1%
81NEENEXTERA ENERGY INC$85.840.19%$10.6M0.25%4,041−3.4%
82VTEBVANGUARD MUN BD FDS$50.30-0.16%$10.5M0.25%+14,721+7.5%
83HDHOME DEPOT INC$310.780.27%$10.4M0.25%2,379−7.0%
84UNPUNION PAC CORP$272.323.19%$10.3M0.24%+2,594+6.5%
85IJKISHARES TR$112.46-2.69%$10.3M0.24%+8,686+9.3%
86SCHFSCHWAB STRATEGIC TR$26.81-3.77%$10.2M0.24%+133,141+47.5%
87PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$10.0M0.24%23,347−25.4%
88VOOVANGUARD INDEX FDS$678.00-2.59%$9.9M0.24%1,753−9.5%
89VOEVANGUARD INDEX FDS$195.39-0.90%$9.9M0.23%+3,901+7.8%
90CIBRFIRST TR EXCHANGE-TRADED FD$86.70-4.41%$9.9M0.23%+731+0.5%
91EFGISHARES TR$119.90-3.38%$9.9M0.23%3,031−3.3%
92XLCSELECT SECTOR SPDR TR$111.67-1.27%$9.8M0.23%124,175−58.3%
93CATCATERPILLAR INC$904.28-3.85%$9.7M0.23%6,899−33.5%
94NFLXNETFLIX INC.$82.180.76%$9.7M0.23%+19,071+23.3%
95BMYBRISTOL-MYERS SQUIBB CO$57.271.18%$9.3M0.22%+22,995+17.6%
96VWOVANGUARD INTL EQUITY INDEX F$58.03-3.78%$9.2M0.22%+2,522+1.5%
97VRPINVESCO EXCH TRADED FD TR II$24.33-0.16%$9.2M0.22%33,302−8.0%
98EOGEOG RES INC$137.78-2.20%$9.2M0.22%36,334−36.4%
99ETNEATON CORP PLC$395.94-5.42%$9.2M0.22%2,122−7.6%
100BLKBLACKROCK INC$995.60-2.64%$9.1M0.22%2,097−18.1%
101PGPROCTER & GAMBLE CO$9.0M0.21%+2,293+3.8%
102AVEMAMERICAN CENTY ETF TR$8.9M0.21%+29,043+35.4%
103GBCIGLACIER BANCORP INC NEW$8.9M0.21%+516+0.3%
104LMBSFIRST TR EXCHANGE-TRADED FD$8.9M0.21%+12,411+7.5%
105SCHZSCHWAB STRATEGIC TR$8.8M0.21%+11,207+3.0%
106EMLPFIRST TR EXCHANGE-TRADED FD$8.6M0.20%4,050−2.0%
107SPGIS&P GLOBAL INC$8.5M0.20%+3,377+20.3%
108EFAISHARES TR$8.4M0.20%12,877−13.0%
109EMBISHARES TR$8.3M0.20%7,000−7.3%
110IUSBISHARES TR$8.3M0.20%+6,837+3.9%
111GILDGILEAD SCIENCES INC$8.3M0.20%+4,793+8.7%
112AGGISHARES TR$8.1M0.19%+8,897+12.2%
113FVFIRST TR EXCHANGE TRADED FD$8.1M0.19%3,122−2.3%
114SBRSABINE RTY TR$8.0M0.19%+106,639NEW
115XLYSELECT SECTOR SPDR TR$8.0M0.19%167,312−69.6%
116TSLATESLA INC$8.0M0.19%+2,374+12.5%
117JPSTJ P MORGAN EXCHANGE TRADED F$8.0M0.19%9,012−5.4%
118BSJQINVESCO EXCH TRD SLF IDX FD$7.9M0.19%373,693−52.2%
119SYKSTRYKER CORPORATION$7.8M0.19%641−2.6%
120MCKMCKESSON CORP$7.6M0.18%+694+8.5%
121CMCSACOMCAST CORP NEW$7.6M0.18%+110,869+72.5%
122MUBISHARES TR$7.4M0.18%+1,347+2.0%
123FTSMFIRST TR EXCHANGE-TRADED FD$7.4M0.17%4,005−3.1%
124GSGOLDMAN SACHS GROUP INC$7.4M0.17%+2,065+31.1%
125EQNREQUINOR ASA$7.3M0.17%27,369−13.7%
126XLBSELECT SECTOR SPDR TR$7.3M0.17%+80,553+123.2%
127FSLRFIRST SOLAR INC$7.2M0.17%+14,769+67.4%
128IWMISHARES TR$7.2M0.17%+5+0.0%
129VBRVANGUARD INDEX FDS$7.2M0.17%794−2.3%
130KOCOCA COLA CO$7.1M0.17%+5,952+6.8%
131MCDMCDONALDS CORP$7.1M0.17%+2,788+13.8%
132ABEVAMBEV SA$7.0M0.17%274,160−10.2%
133MUMICRON TECHNOLOGY INC$7.0M0.16%+257+1.3%
134VTIPVANGUARD MALVERN FDS$6.9M0.16%+127,052+1151.9%
135IYWISHARES TR$6.8M0.16%1,829−4.6%
136BSVVANGUARD BD INDEX FDS$6.8M0.16%+34,427+65.7%
137ADBEADOBE INC$6.8M0.16%+4,972+21.7%
138MBBISHARES TR$6.7M0.16%+3,171+4.7%
139ABTABBOTT LABORATORIES$6.6M0.16%+6,632+11.6%
140VTEIVANGUARD MUN BD FDS$6.6M0.16%+898+1.4%
141AUANGLOGOLD ASHANTI PLC$6.5M0.15%+25,237+60.7%
142SPTMSPDR SERIES TRUST$6.5M0.15%788−0.9%
143VRTVERTIV HOLDINGS CO$6.5M0.15%+678+2.7%
144MGRCMCGRATH RENTCORP$6.5M0.15%HELD
145BINCBLACKROCK ETF TRUST II$6.4M0.15%1,653−1.3%
146VGTVANGUARD WORLD FD$6.3M0.15%+3,209+54.6%
147ACNACCENTURE PLC IRELAND$6.3M0.15%10,619−25.0%
148CGMUCAPITAL GRP FIXED INCM ETF T$6.3M0.15%+17,244+8.0%
149UNHUNITEDHEALTH GROUP INC$6.2M0.15%1,411−5.8%
150ADIANALOG DEVICES INC$6.2M0.15%331−1.7%
151CGDVCAPITAL GROUP DIVIDEND VALUE$6.2M0.15%+27,932+23.9%
152IWBISHARES TR$6.1M0.14%+738+4.5%
153SDVYFIRST TR EXCHANGE TRADED FD$6.1M0.14%+9,285+6.4%
154XLFSELECT SECTOR SPDR TR$6.0M0.14%19,083−13.5%
155GSLCGOLDMAN SACHS ETF TR$6.0M0.14%+3,861+8.7%
156XOPSPDR SERIES TRUST$6.0M0.14%77−0.2%
157TJXTJX COS INC NEW$5.9M0.14%+4,083+12.3%
158EEMISHARES TR$5.9M0.14%+11,588+12.7%
159TMOTHERMO FISHER SCIENTIFIC INC$5.8M0.14%+28+0.2%
160CTRACOTERRA ENERGY INC$5.8M0.14%192,942−53.9%
161UBERUBER TECHNOLOGIES INC$5.8M0.14%3,407−4.1%
162HONHONEYWELL INTL INC$5.7M0.14%+3,207+14.5%
163WECWEC ENERGY GROUP INC$5.7M0.14%+1,435+3.0%
164XTENBONDBLOXX ETF TRUST$5.7M0.14%+7,147+6.1%
165XLPSELECT SECTOR SPDR TR$5.7M0.13%4,953−6.6%
166NXPINXP SEMICONDUCTORS N V$5.7M0.13%+28,759NEW
167VZVERIZON COMMUNICATIONS INC$5.6M0.13%8,515−7.0%
168AMDADVANCED MICRO DEVICES INC$5.6M0.13%798−2.8%
169OEFISHARES TR$5.6M0.13%1,897−9.7%
170GDXJVANECK ETF TRUST$5.5M0.13%+34,171+286.5%
171VIGIVANGUARD WHITEHALL FDS$5.5M0.13%16,119−20.6%
172IBBISHARES TR$5.5M0.13%3,483−9.7%
173XLUSELECT SECTOR SPDR TR$5.4M0.13%14,553−11.0%
174SBUXSTARBUCKS CORP$5.4M0.13%+412+0.7%
175BAIBLACKROCK ETF TRUST$5.4M0.13%+21,950+15.5%
176VOTVANGUARD INDEX FDS$5.3M0.13%+2,445+13.4%
177VIGVANGUARD SPECIALIZED FUNDS$5.3M0.13%+516+2.1%
178PANWPALO ALTO NETWORKS INC$5.3M0.12%257−0.8%
179BPBP PLC$5.2M0.12%+46+0.0%
180CRWDCROWDSTRIKE HLDGS INC$5.2M0.12%+425+3.3%
181LINLINDE PLC$5.2M0.12%+208+2.0%
182QCOMQUALCOMM INC$5.2M0.12%5,678−12.4%
183MDYSTATE STR SPDR S&P MIDCAP 40$5.1M0.12%210−2.5%
184PLDPROLOGIS INC.$5.1M0.12%+38,648NEW
185TTTRANE TECHNOLOGIES PLC$5.1M0.12%+723+6.3%
186PHPARKER-HANNIFIN CORP$5.1M0.12%+62+1.1%
187TTETOTALENERGIES SE$5.1M0.12%+54,734NEW
188SSOPROSHARES TR$5.1M0.12%+2,850+3.0%
189STIPISHARES TR$5.1M0.12%1,281−2.6%
190ANETARISTA NETWORKS INC$5.1M0.12%211−0.5%
191AEMAGNICO EAGLE MINES LTD$5.0M0.12%+16,518+199.6%
192IWSISHARES TR$5.0M0.12%384−1.1%
193BUYWNORTHERN LTS FD TR IV$5.0M0.12%+253,723+247.9%
194HSYHERSHEY CO$5.0M0.12%+832+3.6%
195SMHVANECK ETF TRUST$4.9M0.12%+102+0.8%
196KMIKINDER MORGAN INC DEL$4.9M0.12%8,884−5.8%
197BKBANK NEW YORK MELLON CORP$4.8M0.11%25,626−38.7%
198VTESVANGUARD WELLINGTON FD$4.8M0.11%+1,047+2.3%
199THROBLACKROCK ETF TRUST$4.8M0.11%+20,677+18.5%
200PEPPEPSICO INC$4.8M0.11%4,014−11.6%
201SCHWSCHWAB CHARLES CORP$4.8M0.11%+10,977+27.6%
202SHVISHARES TR$4.8M0.11%+13,495+45.5%
203MAMASTERCARD INCORPORATED$4.8M0.11%3,089−24.5%
204SPMOINVESCO EXCH TRADED FD TR II$4.8M0.11%+14,293+50.7%
205SCHDSCHWAB STRATEGIC TR$4.7M0.11%+133,171+693.4%
206TBILRBB FD INC$4.7M0.11%+8,245+9.7%
207VDEVANGUARD WORLD FD$4.6M0.11%+585+2.3%
208AEPAMERICAN ELEC PWR CO INC$4.6M0.11%+4,091+13.3%
209IBMINTERNATIONAL BUSINESS MACHS$4.6M0.11%1,882−9.1%
210GOVTISHARES TR$4.5M0.11%+133,048+203.5%
211XLGINVESCO EXCHANGE TRADED FD T$4.5M0.11%32,820−28.7%
212FIXDFIRST TR EXCHNG TRADED FD VI$4.4M0.11%+10,499+11.5%
213TSMTAIWAN SEMICONDUCTOR MANUFAC$4.4M0.11%+1,645+14.3%
214CRMSALESFORCE INC$4.4M0.10%4,580−16.4%
215AMATAPPLIED MATLS INC$4.3M0.10%+2,752+27.7%
216MAAMID-AMER APT CMNTYS INC$4.3M0.10%+35,471NEW
217PMPHILIP MORRIS INTL INC$4.3M0.10%+3,205+14.0%
218PDBCINVESCO ACTVELY MNGD ETC FD$4.3M0.10%+139,126+129.0%
219WPCWP CAREY INC$4.2M0.10%+62,467NEW
220VCSHVANGUARD SCOTTSDALE FDS$4.2M0.10%+3,036+6.0%
221SJTSAN JUAN BASIN RTY TR$4.2M0.10%+97,487+12.7%
222SUSUNCOR ENERGY INC NEW$4.1M0.10%+1,224+2.0%
223UCONFIRST TR EXCHNG TRADED FD VI$4.0M0.09%+8,432+5.5%
224IEFISHARES TR$4.0M0.09%+17,737+73.1%
225IJSISHARES TR$4.0M0.09%405−1.2%
226RSPINVESCO EXCHANGE TRADED FD T$4.0M0.09%238−1.1%
227SPDWSPDR INDEX SHS FDS$4.0M0.09%+11,029+14.5%
228MOALTRIA GROUP INC$4.0M0.09%895−1.5%
229BBARRICK MNG CORP$4.0M0.09%+78,682+426.4%
230CTSHCOGNIZANT TECHNOLOGY SOLUTIO$4.0M0.09%+8,034+14.2%
231MLPAGLOBAL X FDS$3.9M0.09%2,845−3.7%
232CMECME GROUP INC$3.9M0.09%+492+3.9%
233BXBLACKSTONE INC$3.9M0.09%+1,817+5.7%
234GSKGSK PLC$3.9M0.09%+9,336+15.4%
235MFCMANULIFE FINL CORP$3.8M0.09%+8,436+8.2%
236TELTE CONNECTIVITY PLC$3.8M0.09%+2,100+12.9%
237MDLZMONDELEZ INTL INC$3.8M0.09%+4,520+7.3%
238DUKDUKE ENERGY CORP NEW$3.8M0.09%+3,688+14.5%
239DEDEERE & CO$3.8M0.09%4,556−40.3%
240SHELSHELL PLC$3.8M0.09%24,469−37.5%
241JBNDJ P MORGAN EXCHANGE TRADED F$3.7M0.09%1,200−1.7%
242WMWASTE MGMT INC DEL$3.7M0.09%+710+4.7%
243MSMORGAN STANLEY$3.6M0.09%+1,482+7.2%
244IJJISHARES TR$3.6M0.09%105−0.4%
245ASMLASML HLDG NV$3.6M0.09%+103+3.9%
246SPYDSPDR SERIES TRUST$3.6M0.08%324−0.4%
247OREALTY INCOME CORP$3.5M0.08%+57,992NEW
248ORCLORACLE CORP$3.5M0.08%+654+2.8%
249FTNTFORTINET INC$3.5M0.08%1,922−4.3%
250DIASTATE STR SPDR DOW JONES IND$3.5M0.08%+506+7.2%
251UPSUNITED PARCEL SVCS INC$3.5M0.08%101,021−74.0%
252DOXAMDOCS LTD$3.5M0.08%+15,966+42.8%
253SCHPSCHWAB STRATEGIC TR$3.4M0.08%+128,493NEW
254USMVISHARES TR$3.4M0.08%3,837−9.4%
255DVYISHARES TR$3.4M0.08%4,525−16.9%
256IDVISHARES TR$3.3M0.08%+14,209+22.1%
257HEFAISHARES TR$3.3M0.08%+4,030+5.4%
258ACWXISHARES TR$3.3M0.08%+44,871+1174.3%
259FTCBFIRST TR EXCHANGE-TRADED FD$3.3M0.08%+14,306+10.0%
260IBTHISHARES TR$3.3M0.08%+2,687+1.9%
261IBTIISHARES TR$3.3M0.08%+2,687+1.9%
262TOLTOLL BROTHERS INC$3.3M0.08%+23,815NEW
263FASTFASTENAL CO$3.2M0.08%+1,549+2.3%
264LMTLOCKHEED MARTIN CORP$3.2M0.08%1,042−16.4%
265EXPEEXPEDIA GROUP INC$3.2M0.08%+8,344+153.4%
266AXPAMERICAN EXPRESS CO$3.2M0.07%1,754−14.4%
267INCYINCYTE CORP$3.2M0.07%+9,104+37.2%
268BABOEING CO$3.1M0.07%+807+5.4%
269GLDMWORLD GOLD TR$3.1M0.07%9,796−22.6%
270WTVWISDOMTREE TR$3.1M0.07%+2,143+7.0%
271PNCPNC FINL SVCS GROUP INC$3.1M0.07%+2,648+21.8%
272SHYMBLACKROCK ETF TRUST II$3.1M0.07%+1,155+0.8%
273IWPISHARES TR$3.1M0.07%1,424−5.6%
274VVVANGUARD INDEX FDS$3.1M0.07%+2+0.0%
275IAGGISHARES TR$3.0M0.07%+9,111+17.6%
276LLOEWS CORP$3.0M0.07%8,382−23.1%
277PYLDPIMCO ETF TR$3.0M0.07%+12,912+12.8%
278VTELVANGUARD MUN BD FDS$3.0M0.07%+238+0.8%
279XJANFIRST TR EXCHNG TRADED FD VI$3.0M0.07%+63,648+342.8%
280COROBLACKROCK ETF TRUST$3.0M0.07%+91,985NEW
281SNYSANOFI SA$3.0M0.07%+9,569+18.5%
282GFIGOLD FIELDS LTD$2.9M0.07%+54,651+535.4%
283RDVYFIRST TR EXCHANGE TRADED FD$2.9M0.07%+5,070+13.4%
284PXHINVESCO EXCH TRADED FD TR II$2.9M0.07%+56,042+107.4%
285BNDVANGUARD BD INDEX FDS$2.9M0.07%47,095−54.6%
286NRGNRG ENERGY INC$2.9M0.07%261−1.3%
287QQQMINVESCO EXCH TRADED FD TR II$2.9M0.07%389−3.1%
288VYMVANGUARD WHITEHALL FDS$2.8M0.07%+762+4.1%
289IWYISHARES TR$2.8M0.07%1,133−9.1%
290CTASCINTAS CORP$2.8M0.07%+13,660+462.4%
291ITGARTNER INC$2.8M0.07%+4,580+34.8%
292NVONOVO-NORDISK A S$2.8M0.07%+65,056+583.3%
293IEVISHARES TR$2.8M0.07%1,871−4.4%
294NNNNNN REIT INC$2.8M0.07%+65,627NEW
295DFACDIMENSIONAL ETF TRUST$2.8M0.07%+450+0.6%
296CMFISHARES TR$2.7M0.06%+2,936+6.5%
297CDNSCADENCE DESIGN SYSTEM INC$2.7M0.06%325−3.2%
298OCOWENS CORNING NEW$2.7M0.06%1,716−6.4%
299FXFINVESCO CURRENCYSHARES SWISS$2.7M0.06%HELD
300PVLPERMIANVILLE RTY TR$2.7M0.06%273,508−15.9%
301ZNGAZOOM COMMUNICATIONS INC$2.7M0.06%3,415−9.3%
302MDTMEDTRONIC PLC$2.6M0.06%3,636−10.6%
303MORTVANECK ETF TRUST$2.6M0.06%+12,405+5.1%
304SPABSPDR SERIES TRUST$2.6M0.06%+9,842+10.5%
305ULTAULTA BEAUTY INC$2.6M0.06%191−3.7%
306JVALJ P MORGAN EXCHANGE TRADED F$2.6M0.06%+23,354+78.4%
307RYAAYRYANAIR HOLDINGS PLC$2.6M0.06%+18,920+73.2%
308FIBKFIRST INTST BANCSYSTEM INC$2.6M0.06%2,036−2.6%
309REXRREXFORD INDL RLTY INC$2.5M0.06%+77,628NEW
310FDXFEDEX CORP$2.5M0.06%3,177−30.8%
311TGTTARGET CORP$2.5M0.06%+3,686+21.5%
312SGOVISHARES TR$2.5M0.06%+18,614+290.5%
313FXAINVESCO CURRENCYSHARES AUSTR$2.5M0.06%HELD
314PSXPHILLIPS 66$2.5M0.06%1,170−7.8%
315AMTAMERICAN TOWER CORP$2.5M0.06%+14,458NEW
316CORCENCORA INC$2.5M0.06%+790+11.1%
317JEPIJ P MORGAN EXCHANGE TRADED F$2.5M0.06%1,564−3.5%
318STZCONSTELLATION BRANDS INC$2.5M0.06%+4,861+42.4%
319DLNWISDOMTREE TR$2.4M0.06%12−0.0%
320CRTCROSS TIMBERS RTY TR$2.4M0.06%+228,058NEW
321FXCINVESCO CURRENCYSHARES CDN D$2.4M0.06%HELD
322TSCOTRACTOR SUPPLY CO$2.4M0.06%282−0.5%
323VLOVALERO ENERGY CORP$2.4M0.06%+938+10.8%
324EMEEMCOR GROUP INC$2.4M0.06%+730+29.5%
325VEUVANGUARD INTL EQUITY INDEX F$2.3M0.06%2,866−8.4%
326PFFISHARES TR$2.3M0.06%6,345−7.6%
327TBJLINNOVATOR ETFS TRUST$2.3M0.06%82−0.1%
328INTUINTUIT$2.3M0.05%183−3.3%
329ADPAUTOMATIC DATA PROCESSING IN$2.3M0.05%2,031−15.2%
330OKEONEOK INC NEW$2.3M0.05%+679+2.8%
331LULULULULEMON ATHLETICA INC$2.3M0.05%636−4.1%
332COPCONOCOPHILLIPS$2.2M0.05%+2,433+16.7%
333HEIHEICO CORP NEW$2.2M0.05%275−3.2%
334CCICROWN CASTLE INC$2.2M0.05%+27,232NEW
335APHAMPHENOL CORP$2.2M0.05%1,209−6.5%
336EMREMERSON ELEC CO$2.2M0.05%3,961−19.1%
337BKNGBOOKING HOLDINGS INC$2.2M0.05%599−53.6%
338DCORDIMENSIONAL ETF TRUST$2.2M0.05%+306+1.0%
339TXNTEXAS INSTRS INC$2.2M0.05%+1,980+21.7%
340QGROAMERICAN CENTY ETF TR$2.1M0.05%+11,491+128.4%
341KEYSKEYSIGHT TECHNOLOGIES INC$2.1M0.05%+29+0.4%
342KRKROGER CO$2.1M0.05%+2,045+7.5%
343JGROJ P MORGAN EXCHANGE TRADED F$2.1M0.05%1,137−4.3%
344TLTISHARES TR$2.1M0.05%+16,583+210.1%
345SOXXISHARES TR$2.1M0.05%+2,322+56.2%
346LOWLOWES COS INC$2.1M0.05%+163+1.9%
347GEGE AEROSPACE$2.1M0.05%882−10.6%
348CRSCARPENTER TECHNOLOGY CORP$2.1M0.05%20−0.4%
349VLUEISHARES TR$2.1M0.05%7−0.0%
350MAXJISHARES TR$2.1M0.05%+2,928+4.1%
351KLACKLA CORP$2.1M0.05%+369+35.0%
352TAT&T INC$2.1M0.05%+8,274+13.0%
353FTLSFIRST TR EXCH TRADED FD III$2.1M0.05%+1,820+6.5%
354DMAXISHARES TR$2.1M0.05%+77,782NEW
355DNOVFIRST TR EXCHNG TRADED FD VI$2.1M0.05%+1,756+4.2%
356PAYXPAYCHEX INC$2.1M0.05%+9,888+79.2%
357SHLDGLOBAL X FDS$2.1M0.05%+10,326+55.2%
358KGCKINROSS GOLD CORP$2.1M0.05%+13,770+25.7%
359RSGREPUBLIC SVCS INC$2.0M0.05%+120+1.3%
360KATADVISORS SER TR$2.0M0.05%895−2.3%
361PHMPULTE GROUP INC$2.0M0.05%+15,218+780.4%
362ONBOLD NATL BANCORP IND$2.0M0.05%+2,720+3.1%
363SFMSPROUTS FMRS MKT INC$2.0M0.05%2,572−9.0%
364CPBTHE CAMPBELLS COMPANY$2.0M0.05%+32,612+57.0%
365SCHASCHWAB STRATEGIC TR$2.0M0.05%+388+0.6%
366URIUNITED RENTALS INC$2.0M0.05%+298+12.2%
367ANGLVANECK ETF TRUST$2.0M0.05%+1,319+2.0%
368DFUSDIMENSIONAL ETF TRUST$2.0M0.05%+60+0.2%
369SNOWSNOWFLAKE INC$2.0M0.05%+605+4.9%
370DISDISNEY WALT CO$1.9M0.05%+3,113+18.2%
371TLHISHARES TR$1.9M0.05%6,981−26.6%
372GEVGE VERNOVA INC$1.9M0.05%+54+2.5%
373CMCCOMMERCIAL METALS CO$1.9M0.05%+26,230+534.9%
374LHXL3HARRIS TECHNOLOGIES INC$1.9M0.05%+49+0.9%
375COWZPACER FDS TR$1.9M0.05%+1,736+6.0%
376SOSOUTHERN CO$1.9M0.04%4,092−17.2%
377USBUS BANCORP$1.9M0.04%+37+0.1%
378GSYINVESCO ACTIVELY MANAGED EXC$1.9M0.04%+4,152+12.4%
379VXUSVANGUARD STAR FDS$1.9M0.04%+3,108+14.7%
380APDAIR PRODUCTS AND CHEMICALS I$1.9M0.04%+190+3.1%
381MRSHMARSH & MCLENNAN COS INC$1.8M0.04%+141+1.3%
382MMM3M CO$1.8M0.04%123−1.0%
383EGOELDORADO GOLD CORP NEW$1.8M0.04%+53,692NEW
384STXSEAGATE TECHNOLOGY HLDNGS PL$1.8M0.04%+3,904+496.7%
385DGXQUEST DIAGNOSTICS INC$1.8M0.04%+406+4.5%
386CLCOLGATE PALMOLIVE CO$1.8M0.04%+3,029+16.4%
387DGRWWISDOMTREE TR$1.8M0.04%+40+0.2%
388LUVSOUTHWEST AIRLS CO$1.8M0.04%+28,906+148.1%
389IWOISHARES TR$1.8M0.04%61−1.0%
390VICIVICI PPTYS INC$1.8M0.04%+5,613+9.3%
391SLVISHARES SILVER TR$1.8M0.04%690−2.6%
392SUSLISHARES TR$1.8M0.04%59−0.4%
393TRVTRAVELERS COMPANIES INC$1.8M0.04%+18+0.3%
394FMBFIRST TR EXCH TRADED FD III$1.8M0.04%1,572−4.3%
395VCITVANGUARD SCOTTSDALE FDS$1.8M0.04%3,652−14.6%
396XPOXPO INC$1.8M0.04%+88+1.0%
397NVSNOVARTIS AG$1.7M0.04%+961+9.2%
398LYFTLYFT INC$1.7M0.04%+130,893NEW
399FPEIFIRST TR EXCH TRADED FD III$1.7M0.04%1,451−1.6%
400QUREQUANTA SVCS INC$1.7M0.04%+789+33.5%
401DBCINVESCO DB COMMDY INDX TRCK$1.7M0.04%+10,109+20.8%
402CGXUCAPITAL GROUP INTL FOCUS EQT$1.7M0.04%+8,328+16.9%
403CVSCVS HEALTH CORP$1.7M0.04%+5,187+28.3%
404LSTMANAGED PORTFOLIO SERIES$1.7M0.04%+7,606+22.3%
405BLCRBLACKROCK ETF TRUST$1.7M0.04%+40,763NEW
406EDGFADVISORS INNER CIRCLE FD II$1.7M0.04%+18,603+38.1%
407IXNISHARES TR$1.7M0.04%HELD
408SHMSPDR SERIES TRUST$1.7M0.04%6−0.0%
409WMBWILLIAMS COS INC$1.7M0.04%+1,511+7.1%
410GWWWW GRAINGER INC$1.7M0.04%76−4.8%
411IJTISHARES TR$1.7M0.04%+1,993+21.1%
412FXEINVESCO CURRENCYSHARES EURO$1.6M0.04%HELD
413TIPISHARES TR$1.6M0.04%+9,859+198.0%
414IMTMISHARES TR$1.6M0.04%6,935−16.9%
415IWXISHARES TR$1.6M0.04%1,698−8.8%
416MGOVFIRST TR EXCHANGE-TRADED FD$1.6M0.04%+19,428+32.2%
417NSCNORFOLK SOUTHN CORP$1.6M0.04%+369+7.0%
418NOWSERVICENOW INC$1.6M0.04%+5,836+61.2%
419DBXDROPBOX INC$1.6M0.04%10,667−13.2%
420LNTHLANTHEUS HLDGS INC$1.6M0.04%627−2.9%
421HLTHILTON WORLDWIDE HLDGS INC$1.6M0.04%+677+14.8%
422CGGECAPITAL GROUP GLOBAL EQUITY$1.6M0.04%+52,081NEW
423GRMNGARMIN LTD$1.6M0.04%+351+5.5%
424JBLJABIL INC$1.6M0.04%+1,106+23.3%
425ITAISHARES TR$1.5M0.04%+1,228+21.0%
426OMCOMNICOM GROUP INC$1.5M0.04%+1,846+9.9%
427COFCAPITAL ONE FINL CORP$1.5M0.04%+917+12.2%
428MSIMOTOROLA SOLUTIONS INC$1.5M0.04%+368+11.7%
429SHYGISHARES TR$1.5M0.04%+1,744+5.1%
430XELXCEL ENERGY INC$1.5M0.04%6,556−25.7%
431PSAPUBLIC STORAGE OPER CO$1.5M0.04%+5,542NEW
432PFEPFIZER INC$1.5M0.04%+2,646+5.3%
433GSIEGOLDMAN SACHS ETF TR$1.5M0.03%831−2.4%
434XLRESELECT SECTOR SPDR TR$1.5M0.03%+14,898+71.0%
435ZFEBINNOVATOR ETFS TRUST$1.5M0.03%748−1.3%
436GRIDFIRST TR EXCHANGE-TRADED FD$1.5M0.03%+1,548+21.0%
437AMLPALPS ETF TR$1.5M0.03%+207+0.8%
438LMUBISHARES TR$1.5M0.03%+29,113NEW
439STLDSTEEL DYNAMICS INC$1.5M0.03%+941+13.2%
440BSMBLACK STONE MINERALS L P$1.4M0.03%+95,749NEW
441SJMSMUCKER J M CO$1.4M0.03%+2,356+18.9%
442NKENIKE INC$1.4M0.03%+439+1.7%
443TDIVFIRST TR EXCHANGE TRADED FD$1.4M0.03%+81+0.5%
444DFICDIMENSIONAL ETF TRUST$1.4M0.03%246−0.6%
445JCIJOHNSON CONTROLS INTERNATION$1.4M0.03%+2,419+29.2%
446AONAON PLC$1.4M0.03%+3,028+231.0%
447TXTTEXTRON INC$1.4M0.03%+15,982NEW
448CLHCLEAN HARBORS INC$1.4M0.03%75−1.5%
449GDGENERAL DYNAMICS CORP$1.4M0.03%+566+16.2%
450CBRECBRE GROUP INC$1.4M0.03%+1,553+17.8%
451AGXARGAN INC$1.4M0.03%+559+28.1%
452SPYVSPDR SERIES TRUST$1.4M0.03%+15,255+165.5%
453JBHTHUNT J B TRANS SVCS INC$1.4M0.03%+164+2.6%
454SPLVINVESCO EXCH TRADED FD TR II$1.4M0.03%+200+1.1%
455SSBSOUTHSTATE BK CORP$1.4M0.03%1,980−11.8%
456TTDTHE TRADE DESK INC$1.4M0.03%8,133−11.9%
457FTCSFIRST TR EXCHANGE-TRADED FD$1.4M0.03%1,552−9.5%
458HALHALLIBURTON CO$1.4M0.03%+172+0.5%
459SGISOMNIGROUP INTERNATIONAL INC$1.4M0.03%+1,256+7.4%
460LNGCHENIERE ENERGY INC$1.3M0.03%+390+9.1%
461DELLDELL TECHNOLOGIES INC$1.3M0.03%2,704−25.2%
462IGMISHARES TR$1.3M0.03%+1+0.0%
463CEGCONSTELLATION ENERGY CORP$1.3M0.03%24−0.5%
464QRVOQORVO INC$1.3M0.03%+16,858NEW
465XMHQINVESCO EXCHANGE TRADED FD T$1.3M0.03%+6,540+108.4%
466IWNISHARES TR$1.3M0.03%+26+0.4%
467ESLTELBIT SYS LTD$1.3M0.03%+195+14.4%
468SDCIUSCF ETF TR$1.3M0.03%+2,646+6.0%
469QQNITY ELECTRONICS INC$1.3M0.03%+11,000NEW
470MINTPIMCO ETF TR$1.3M0.03%30−0.2%
471IMOIMPERIAL OIL LTD$1.3M0.03%32,263−77.1%
472BDXBECTON DICKINSON & CO$1.3M0.03%+210+2.7%
473PGRPROGRESSIVE CORP$1.2M0.03%+1,192+23.6%
474WSMWILLIAMS SONOMA INC$1.2M0.03%+122+1.8%
475ABNBAIRBNB INC$1.2M0.03%+7,899+440.3%
476BBJPJ P MORGAN EXCHANGE TRADED F$1.2M0.03%1,485−7.7%
477INTCINTEL CORP$1.2M0.03%+11,007+66.4%
478ARCCARES CAPITAL CORP$1.2M0.03%+4,756+7.6%
479MLPDGLOBAL X FDS$1.2M0.03%HELD
480BALLBALL CORP$1.2M0.03%+146+0.7%
481CRHCRH PLC$1.2M0.03%+1,310+12.9%
482VPLVANGUARD INTL EQUITY INDEX F$1.2M0.03%+367+3.1%
483MTNVAIL RESORTS INC$1.2M0.03%636−6.4%
484ZBHZIMMER BIOMET HOLDINGS INC$1.2M0.03%+450+3.5%
485UTHRUNITED THERAPEUTICS CORP DEL$1.2M0.03%+41+2.1%
486SPHYSPDR SERIES TRUST$1.2M0.03%+6,117+13.7%
487SHWSHERWIN WILLIAMS CO$1.2M0.03%80−2.1%
488FLEXFLEXTRONICS INTL LTD$1.2M0.03%+4,150+30.1%
489MTRMESA RTY TR$1.2M0.03%5,000−2.0%
490VTWOVANGUARD SCOTTSDALE FDS$1.2M0.03%+256+2.2%
491ISRGINTUITIVE SURGICAL INC$1.2M0.03%555−17.9%
492ROPROPER TECHNOLOGIES INC$1.2M0.03%+3,304NEW
493DALDELTA AIR LINES INC$1.2M0.03%+3,743+27.2%
494DDDUPONT DE NEMOURS INC$1.2M0.03%+2,061+8.9%
495MTUMISHARES TR$1.1M0.03%1,510−24.0%
496SYSBISHARES TR$1.1M0.03%+4,353+51.1%
497EXELEXELIXIS INC$1.1M0.03%+6,036+29.3%
498VRTXVERTEX PHARMACEUTICALS INC$1.1M0.03%+53+2.1%
499RDVIFIRST TR EXCHANGE-TRADED FD$1.1M0.03%4,243−8.7%
500IEURISHARES TR$1.1M0.03%HELD

Source: SEC EDGAR · accession 0001398344-26-008859. 13F discloses long positions only — shorts, foreign equities, and options are excluded.