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Institutional

Ausdal Financial Partners, Inc.

CIK 0001667146
$2.25B
Reported AUM
975
Positions
Q1 2026
Period
2026-05-12
Filed

The Brief · Ausdal Financial Partners, Inc. · Q1 2026

AI · grounded in 13F

Ausdal Financial Partners, Inc. added a new position in IDEV valued at $18.5M. The fund closed out positions in AKRE and AEBI, reducing exposure by $10.3M and $9.9M respectively. Other notable activity includes increasing shares of SGOV by 529.6% and USFR by 68.6%, while trimming SPDW by 72.6%.

Portfolio · Q1 2026

USFRAAPLCATSHVSCHGBILOther$1.62BAI

Top holdings· first 500 of 975

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1USFRWISDOMTREE TR$50.400.01%4.03%19.29%$56.4M2.51%+455,952+68.6%
2AAPLAPPLE INC$307.34-1.25%51.31%116.17%$56.2M2.50%+2,418+1.1%
3CATCATERPILLAR INC$904.28-3.85%158.69%378.33%$48.2M2.14%275−0.4%
4SHVISHARES TR$110.120.03%4.27%17.77%$47.1M2.09%96,803−18.5%
5SCHGSCHWAB STRATEGIC TR$33.75-2.99%20.65%83.05%$40.9M1.82%+18,332+1.3%
6BILSPDR SERIES TRUST$91.450.04%4.23%18.33%$40.8M1.81%+124,849+39.0%
7NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$37.3M1.66%+9,731+4.8%
8SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$32.5M1.44%+15,160+43.6%
9SCHDSCHWAB STRATEGIC TR$32.30-0.89%26.40%50.98%$29.7M1.32%42,609−4.2%
10QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$26.8M1.19%11,031−19.2%
11BUFRFIRST TR EXCHNG TRADED FD VI$36.270.33%16.22%56.58%$26.5M1.18%+54,326+7.4%
12MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$25.3M1.13%+15,682+29.7%
13SPYMSPDR SERIES TRUST$86.81-2.58%24.60%80.04%$24.2M1.08%51,060−13.9%
14COWZPACER FDS TR$63.87-0.06%20.04%60.80%$22.4M1.00%+5,972+1.7%
15AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$20.2M0.90%+7,691+8.6%
16BARGRANITESHARES GOLD TR$42.50-3.65%26.25%137.29%$20.1M0.89%+14,474+3.4%
17PSFFPACER FDS TR$33.98-0.73%14.53%53.90%$18.9M0.84%+61,233+11.6%
18IWMISHARES TR$281.65-3.55%34.35%35.27%$18.7M0.83%+2,797+3.8%
19RSPINVESCO EXCHANGE TRADED FD T$207.83-1.42%18.26%47.36%$18.6M0.82%+6,370+7.1%
20VEAVANGUARD TAX-MANAGED FDS$69.17-3.72%26.80%55.20%$18.5M0.82%5,771−2.0%
21IDEVISHARES TR$88.23-2.57%20.21%49.46%$18.5M0.82%+221,475NEW
22VUGVANGUARD INDEX FDS$85.93-3.62%22.71%78.84%$18.2M0.81%+2,289+5.8%
23TCAFT ROWE PRICE ETF INC$40.03-2.17%17.63%54.26%$18.1M0.80%+37,943+8.1%
24IVVISHARES TR$740.91-2.62%24.60%80.03%$16.8M0.75%933−3.5%
25GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$16.3M0.73%+2,470+4.5%
26GOOGALPHABET INC$365.76-0.95%109.82%172.71%$16.2M0.72%+8,027+16.6%
27GDECFIRST TR EXCHNG TRADED FD VI$39.48-0.86%15.23%29.73%$14.5M0.64%+3,178+0.8%
28XLESELECT SECTOR SPDR TR$57.67-1.84%42.72%178.12%$14.3M0.63%2,355−1.0%
29SGOVISHARES TR$100.450.03%4.31%19.02%$13.5M0.60%+112,871+529.6%
30VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$13.5M0.60%+803+3.7%
31VTVVANGUARD INDEX FDS$212.02-1.36%$13.2M0.59%836−1.2%
32IVEISHARES TR$226.54-1.15%$13.1M0.58%+1,309+2.2%
33SMHVANECK ETF TRUST$569.69-9.22%$12.6M0.56%+6,575+25.0%
34TSLATESLA INC$391.00-6.56%$11.9M0.53%4,144−11.4%
35WMTWALMART INC$118.880.97%$11.0M0.49%44−0.0%
36MINTPIMCO ETF TR$100.510.01%$10.6M0.47%44−0.0%
37FLXRTCW ETF TRUST$38.990.06%$10.3M0.46%+11,603+4.6%
38AMDADVANCED MICRO DEVICES INC$466.38-10.86%$10.2M0.45%+29,133+138.9%
39SPYINEOS ETF TRUST$53.290.99%$10.0M0.45%+22,464+12.4%
40PHYSSPROTT ASSET MANAGEMENT LP$32.54-3.76%$9.7M0.43%15,903−5.5%
41XMMOINVESCO EXCHANGE TRADED FD T$164.63-4.13%$9.2M0.41%+14,521+29.5%
42SCHMSCHWAB STRATEGIC TR$34.83-2.63%$9.2M0.41%+17,983+6.4%
43HEGDLISTED FDS TR$26.590.30%$9.1M0.41%+21,834+6.3%
44METAMETA PLATFORMS INC$593.00-5.51%$8.9M0.40%+546+3.6%
45PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$8.9M0.39%617−1.0%
46BSCSINVESCO EXCH TRD SLF IDX FD$20.36-0.20%$8.9M0.39%+97,323+28.9%
47FTSMFIRST TR EXCHANGE-TRADED FD$59.79-0.02%$8.8M0.39%+9,381+6.8%
48GLDSPDR GOLD TR$396.24-3.65%$8.7M0.39%2,756−12.0%
49IEMGISHARES INC$78.63-6.40%$8.7M0.39%+7,864+6.7%
50PDBCINVESCO ACTVELY MNGD ETC FD$17.580.66%$8.7M0.39%+96,355+23.7%
51DBNDDOUBLELINE ETF TRUST$45.240.06%$8.7M0.39%+14,859+8.5%
52SECTNORTHERN LTS FD TR IV$69.45-3.39%$8.7M0.39%+4,298+3.1%
53IWDISHARES TR$236.42-1.91%$8.7M0.38%+605+1.5%
54AGGISHARES TR$98.17-0.50%$8.6M0.38%+14,808+20.7%
55JPMJPMORGAN CHASE & CO$312.370.48%$8.6M0.38%+180+0.6%
56AVUSAMERICAN CENTY ETF TR$125.15-2.49%$8.5M0.38%+3,922+5.4%
57VTIVANGUARD INDEX FDS$363.38-2.68%$8.5M0.38%218−0.8%
58ABBVABBVIE INC$227.231.02%$8.4M0.37%+777+2.0%
59XYZBLOCK INC$68.15-3.87%$8.3M0.37%+1,832+1.3%
60BALTINNOVATOR ETFS TRUST$34.190.04%$8.2M0.37%+110,698+81.7%
61CORPPIMCO ETF TR$96.120.03%$8.2M0.36%+1,980+2.4%
62XOMEXXON MOBIL CORP$149.92-1.39%$8.1M0.36%+12,379+35.0%
63FESMFIDELITY COVINGTON TRUST$44.881.28%$8.0M0.35%+19,907+10.5%
64ACWXISHARES TR$75.031.50%$7.9M0.35%+115,469NEW
65AVGOBROADCOM INC$385.73-7.92%$7.9M0.35%+971+4.0%
66YEARAB ACTIVE ETFS INC$50.220.01%$7.8M0.35%+3,884+2.6%
67MUMICRON TECHNOLOGY INC$864.01-13.25%$7.6M0.34%9,027−28.8%
68XTREBONDBLOXX ETF TRUST$48.80-0.02%$7.5M0.34%+59,761+64.4%
69RDVYFIRST TR EXCHANGE TRADED FD$76.040.64%$7.5M0.34%+4,044+3.8%
70SPDWSPDR INDEX SHS FDS$49.33-3.71%$7.5M0.33%432,885−72.6%
71EFAISHARES TR$102.26-2.56%$7.3M0.33%+64,654+603.7%
72VVVANGUARD INDEX FDS$339.76-2.62%$7.3M0.32%+8,172+50.6%
73IJSISHARES TR$130.17-1.74%$7.2M0.32%+2,468+4.2%
74VOVANGUARD INDEX FDS$78.53-2.06%$7.2M0.32%+1,145+4.8%
75DIVOAMPLIFY ETF TR$46.210.33%$6.9M0.31%+6,936+4.7%
76EEMISHARES TR$64.59-6.53%$6.9M0.31%4,678−3.7%
77COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$6.9M0.31%+1,959+39.7%
78FNDFSCHWAB STRATEGIC TR$52.60-3.82%$6.9M0.30%+5,257+3.9%
79IJKISHARES TR$112.46-2.69%$6.7M0.30%+66,811NEW
80VGTVANGUARD WORLD FD$115.28-6.14%$6.7M0.30%1,434−13.0%
81LYFTLYFT INC$13.65-3.33%$6.7M0.30%+123,432+32.6%
82CVXCHEVRON CORPORATION$187.31-0.55%$6.7M0.30%+3,743+13.1%
83BRK/BBERKSHIRE HATHAWAY INC DEL$6.7M0.30%+89+0.6%
84CGDVCAPITAL GROUP DIVIDEND VALUE$47.88-2.35%$6.6M0.29%+12,433+8.8%
85ROKUROKU INC$124.031.44%$6.6M0.29%+1,716+2.5%
86PAVEGLOBAL X FDS$56.68-1.61%$6.5M0.29%+3,642+2.9%
87VPLSVANGUARD MALVERN FDS$77.010.08%$6.4M0.29%+52,690+175.4%
88LLYELI LILLY & CO$1131.420.55%$6.3M0.28%958−12.2%
89VBRVANGUARD INDEX FDS$234.32-1.10%$6.3M0.28%+185+0.6%
90VVISA INC$323.571.06%$6.3M0.28%+943+4.7%
91ACWIISHARES TR$155.670.83%$6.2M0.27%856−1.9%
92VFLOVICTORY PORTFOLIOS II$46.05-2.95%$6.1M0.27%+8,229+5.6%
93SBUXSTARBUCKS CORP$95.291.22%$6.1M0.27%+4,890+7.8%
94IAUISHARES GOLD TR$81.22-3.63%$6.0M0.27%+9,377+16.1%
95GRNYTIDAL TRUST I$27.171.00%$5.8M0.26%+6,536+2.7%
96USDUWISDOMTREE TR$26.42-0.23%$5.8M0.26%158,934−42.0%
97TFPNTIDAL TRUST II$31.490.15%$5.7M0.26%1,970−0.9%
98PALCPACER FDS TR$56.12-3.70%$5.7M0.25%4,119−3.6%
99XLFSELECT SECTOR SPDR TR$52.300.21%$5.7M0.25%+1,353+1.2%
100VBVANGUARD INDEX FDS$288.20-2.44%$5.7M0.25%+494+2.3%
101SCHASCHWAB STRATEGIC TR$5.6M0.25%+1,050+0.6%
102JEPIJ P MORGAN EXCHANGE TRADED F$5.6M0.25%+9,928+11.3%
103VIGVANGUARD SPECIALIZED FUNDS$5.5M0.24%+373+1.5%
104SPMDSPDR SERIES TRUST$5.5M0.24%+1,252+1.4%
105UNHUNITEDHEALTH GROUP INC$5.4M0.24%+1,122+5.9%
106SNAPSNAP INC$5.2M0.23%+95,169+9.1%
107MCDMCDONALDS CORP$5.2M0.23%1,683−9.2%
108SHYISHARES TR$5.2M0.23%+372+0.6%
109DEDEERE & CO$5.1M0.23%49−0.5%
110MRSKNORTHERN LIGHTS FD TR$5.0M0.22%5,699−3.8%
111SPHQINVESCO EXCHANGE TRADED FD T$5.0M0.22%+3,590+5.7%
112SCHXSCHWAB STRATEGIC TR$5.0M0.22%12,804−6.2%
113SHELSHELL PLC$4.9M0.22%7,365−12.2%
114RTXRTX CORPORATION$4.9M0.22%+1,699+7.2%
115VXUSVANGUARD STAR FDS$4.8M0.21%+2,476+4.2%
116XLUSELECT SECTOR SPDR TR$4.8M0.21%38,810−27.2%
117MAGSLISTED FDS TR$4.7M0.21%1,760−2.1%
118DIASTATE STR SPDR DOW JONES IND$4.7M0.21%+521+5.4%
119JAAAJANUS DETROIT STR TR$4.7M0.21%4,637−4.8%
120DDECFIRST TR EXCHNG TRADED FD VI$4.7M0.21%+1,468+1.4%
121JNJJOHNSON & JOHNSON$4.7M0.21%+2,480+15.0%
122DGRWWISDOMTREE TR$4.7M0.21%5,086−8.8%
123ARKKARK ETF TR$4.6M0.20%+2,813+4.3%
124VOTVANGUARD INDEX FDS$4.6M0.20%+355+2.0%
125DFAIDIMENSIONAL ETF TRUST$4.5M0.20%6,544−5.3%
126XTWYBONDBLOXX ETF TRUST$4.4M0.20%+6,362+5.7%
127TSMTAIWAN SEMICONDUCTOR MANUFAC$4.4M0.20%+358+2.8%
128FTLSFIRST TR EXCH TRADED FD III$4.3M0.19%+1,815+3.0%
129BKLNINVESCO EXCH TRADED FD TR II$4.3M0.19%+10,704+5.3%
130MEARISHARES U S ETF TR$4.3M0.19%+8,869+11.6%
131RUNNSTRATEGIC TRUST$4.3M0.19%+2,293+1.8%
132HDHOME DEPOT INC$4.3M0.19%+988+8.2%
133SCHESCHWAB STRATEGIC TR$4.3M0.19%+1,871+1.5%
134JANPPGIM ROCK ETF TR$4.2M0.19%+132,747NEW
135TAFIAB ACTIVE ETFS INC$4.2M0.19%+13,023+8.5%
136SCHRSCHWAB STRATEGIC TR$4.1M0.18%+14,166+9.3%
137QDPLPACER FDS TR$4.1M0.18%+22,068+27.3%
138XLKSELECT SECTOR SPDR TR$4.1M0.18%+1,120+3.8%
139FTHIFIRST TR EXCHANGE TRADED FD$4.1M0.18%+10,180+6.1%
140VYMVANGUARD WHITEHALL FDS$4.0M0.18%419−1.5%
141TAFMAB ACTIVE ETFS INC$3.9M0.17%+11,984+8.4%
142FBNDFIDELITY MERRIMACK STR TR$3.9M0.17%+4,788+6.0%
143SPLVINVESCO EXCH TRADED FD TR II$3.9M0.17%544−1.0%
144FENIFIDELITY COVINGTON TRUST$3.8M0.17%+79,269+354.6%
145NFLXNETFLIX INC.$3.8M0.17%+774+2.0%
146ITAISHARES TR$3.7M0.17%5,516−24.4%
147VXFVANGUARD INDEX FDS$3.6M0.16%+10,640+151.5%
148AVNMAMERICAN CENTY ETF TR$3.6M0.16%+2,523+5.6%
149DDFDINNOVATOR ETFS TRUST$3.6M0.16%+1,041+0.6%
150NOBLPROSHARES TR$3.6M0.16%2,104−5.8%
151RWKINVESCO EXCH TRADED FD TR II$3.5M0.15%+29+0.1%
152TAT&T INC$3.5M0.15%4,245−3.4%
153ONEVSPDR SERIES TRUST$3.4M0.15%+133+0.5%
154CSCOCISCO SYS INC$3.4M0.15%+912+2.2%
155QUALISHARES TR$3.3M0.15%2,319−11.7%
156IBMINTERNATIONAL BUSINESS MACHS$3.3M0.15%983−6.7%
157VZVERIZON COMMUNICATIONS INC$3.3M0.15%+4,506+7.4%
158JEPQJ P MORGAN EXCHANGE TRADED F$3.2M0.14%+6,588+12.8%
159IWFISHARES TR$3.2M0.14%1,541−16.9%
160NEENEXTERA ENERGY INC$3.2M0.14%4,733−12.0%
161SUBISHARES TR$3.2M0.14%+24,856+478.6%
162FTCSFIRST TR EXCHANGE-TRADED FD$3.2M0.14%990−2.8%
163XARSPDR SERIES TRUST$3.1M0.14%2,826−18.6%
164MAMASTERCARD INCORPORATED$3.1M0.14%128−2.0%
165XLVSELECT SECTOR SPDR TR$3.1M0.14%+2,210+11.8%
166SPSMSPDR SERIES TRUST$3.0M0.13%+1,070+1.7%
167AIRRFIRST TR EXCHANGE TRADED FD$3.0M0.13%+4,006+17.2%
168SPYGSPDR SERIES TRUST$3.0M0.13%7,575−19.8%
169IJHISHARES TR$3.0M0.13%435−1.0%
170PMPHILIP MORRIS INTL INC$2.9M0.13%362−2.0%
171QTECFIRST TR EXCHANGE-TRADED FD$2.9M0.13%155−1.1%
172MOALTRIA GROUP INC$2.9M0.13%992−2.2%
173CWBSPDR SERIES TRUST$2.8M0.13%+7,926+34.4%
174PATHUIPATH INC$2.8M0.13%+43,259+20.4%
175TPRTAPESTRY INC$2.8M0.13%+750+3.9%
176SCHBSCHWAB STRATEGIC TR$2.8M0.12%+1,018+0.9%
177CRWDCROWDSTRIKE HLDGS INC$2.8M0.12%202−2.8%
178MUNIPIMCO ETF TR$2.8M0.12%+4,777+9.9%
179BABOEING CO$2.7M0.12%168−1.2%
180FVDFIRST TR EXCHANGE-TRADED FD$2.7M0.12%3,959−6.4%
181BIVVANGUARD BD INDEX FDS$2.7M0.12%+4,330+14.0%
182SCHPSCHWAB STRATEGIC TR$2.7M0.12%+2,737+2.8%
183VTESVANGUARD WELLINGTON FD$2.6M0.12%+26,148NEW
184VGSHVANGUARD SCOTTSDALE FDS$2.6M0.12%+1,418+3.2%
185FFORD MTR CO$2.6M0.12%+43,821+23.8%
186PPAINVESCO EXCHANGE TRADED FD T$2.6M0.12%+982+6.6%
187IBITISHARES BITCOIN TRUST ETF$2.6M0.12%+6,254+10.2%
188COPCONOCOPHILLIPS$2.6M0.12%+3,406+21.0%
189MRKMERCK & CO INC$2.6M0.11%+4,639+27.7%
190ORCLORACLE CORP$2.6M0.11%+168+1.0%
191CALFPACER FDS TR$2.6M0.11%41,240−42.0%
192SPYVSPDR SERIES TRUST$2.5M0.11%+7,630+20.5%
193PGPROCTER & GAMBLE CO$2.5M0.11%+419+2.4%
194SLVISHARES SILVER TR$2.5M0.11%3,280−8.2%
195ZALTINNOVATOR ETFS TRUST$2.5M0.11%+8,180+11.9%
196THYNORTHERN LIGHTS FD TR$2.5M0.11%+7,408+7.0%
197VWOVANGUARD INTL EQUITY INDEX F$2.4M0.11%+3,228+7.7%
198AVUVAMERICAN CENTY ETF TR$2.4M0.11%8−0.0%
199ANGLVANECK ETF TRUST$2.4M0.11%+10,852+14.9%
200SOSOUTHERN CO$2.4M0.11%+11,257+83.3%
201POCTINNOVATOR ETFS TRUST$2.4M0.11%2,914−5.0%
202GEVGE VERNOVA INC$2.4M0.10%61−2.2%
203KOCOCA COLA CO$2.4M0.10%+12+0.0%
204DLNWISDOMTREE TR$2.3M0.10%1,214−4.5%
205INFLLISTED FDS TR$2.3M0.10%14,298−24.3%
206VCRBVANGUARD MALVERN FDS$2.3M0.10%+1,040+3.6%
207GILDGILEAD SCIENCES INC$2.3M0.10%+1,088+7.0%
208EFAVISHARES TR$2.3M0.10%+523+2.1%
209LMTLOCKHEED MARTIN CORP$2.3M0.10%+116+3.2%
210TJXTJX COS INC NEW$2.3M0.10%3,065−17.7%
211MMLGFIRST TR EXCHNG TRADED FD VI$2.2M0.10%2,680−3.6%
212TIPISHARES TR$2.2M0.10%+585+3.0%
213BPREBLUEROCK PVT REAL ESTATE FD$2.2M0.10%11,517−8.1%
214RIVNRIVIAN AUTOMOTIVE INC$2.2M0.10%+8,599+6.4%
215PEPPEPSICO INC$2.1M0.10%3,025−18.0%
216CCITIGROUP INC$2.1M0.09%+5+0.0%
217EPDENTERPRISE PRODS PARTNERS L$2.1M0.09%+424+0.8%
218WMWASTE MGMT INC DEL$2.1M0.09%+1,224+15.4%
219BXBLACKSTONE INC$2.1M0.09%+403+2.3%
220COHRCOHERENT CORP$2.0M0.09%1,395−14.2%
221IVWISHARES TR$2.0M0.09%53,902−75.3%
222GEGE AEROSPACE$2.0M0.09%1,081−13.3%
223PANWPALO ALTO NETWORKS INC$2.0M0.09%+106+0.9%
224PSLVSPROTT ASSET MANAGEMENT LP$2.0M0.09%2,999−3.6%
225IEFAISHARES TR$2.0M0.09%+1,057+5.1%
226WMBWILLIAMS COS INC$2.0M0.09%750−2.7%
227FTSLFIRST TR EXCHANGE-TRADED FD$1.9M0.09%5,423−11.2%
228FLRTPACER FDS TR$1.9M0.09%+8,600+26.1%
229IUSBISHARES TR$1.9M0.09%+3,194+8.3%
230INTCINTEL CORP$1.9M0.09%10,411−19.3%
231GOVTISHARES TR$1.9M0.09%110,099−56.9%
232XSMOINVESCO EXCHANGE TRADED FD T$1.9M0.08%+1,678+7.1%
233CGCPCAPITAL GRP FIXED INCM ETF T$1.9M0.08%+5,242+6.5%
234RSPHINVESCO EXCHANGE TRADED FD T$1.9M0.08%+2,743+4.5%
235IWBISHARES TR$1.9M0.08%187−3.4%
236CEGCONSTELLATION ENERGY CORP$1.9M0.08%+392+6.3%
237CGBLCAPITAL GROUP CORE BALANCED$1.8M0.08%+6,826+14.6%
238EDGFADVISORS INNER CIRCLE FD II$1.8M0.08%+24,391+48.7%
239AMGNAMGEN INC$1.8M0.08%+1,027+24.4%
240IAGGISHARES TR$1.8M0.08%+8,920+32.9%
241RWJINVESCO EXCH TRADED FD TR II$1.8M0.08%+1,171+3.4%
242APRWAIM ETF PRODUCTS TRUST$1.8M0.08%+50,796NEW
243BACBANK AMERICA CORP$1.8M0.08%1,263−3.3%
244IWRISHARES TR$1.8M0.08%+1,532+9.1%
245RPGINVESCO EXCHANGE TRADED FD T$1.8M0.08%+38,135NEW
246OCTWAIM ETF PRODUCTS TRUST$1.8M0.08%+46,246NEW
247PCYINVESCO EXCH TRADED FD TR II$1.8M0.08%+9,976+13.3%
248GDXVANECK ETF TRUST$1.8M0.08%2,270−10.5%
249EMXCISHARES INC$1.8M0.08%9,887−30.7%
250XDECFIRST TR EXCHNG TRADED FD VI$1.7M0.08%835−1.9%
251JULWAIM ETF PRODUCTS TRUST$1.7M0.08%+44,597NEW
252PAMCPACER FDS TR$1.7M0.08%993−2.7%
253JANWAIM ETF PRODUCTS TRUST$1.7M0.08%+46,987NEW
254ACWVISHARES INC$1.7M0.08%87−0.6%
255VBKVANGUARD INDEX FDS$1.7M0.08%+6+0.1%
256FALNISHARES TR$1.7M0.08%+9,658+17.9%
257BPBP PLC$1.7M0.08%883−2.4%
258MTUMISHARES TR$1.7M0.08%+5,155+270.6%
259SHYMBLACKROCK ETF TRUST II$1.7M0.08%+5,474+7.7%
260RDVIFIRST TR EXCHANGE-TRADED FD$1.7M0.07%85−0.1%
261ICOWPACER FDS TR$1.7M0.07%+2,398+6.5%
262BEBLOOM ENERGY CORP$1.7M0.07%+12,420NEW
263SHLDGLOBAL X FDS$1.6M0.07%+6,442+38.4%
264OREALTY INCOME CORP$1.6M0.07%+1,094+4.3%
265FLOTISHARES TR$1.6M0.07%4,544−12.4%
266NLRVANECK ETF TRUST$1.6M0.07%+779+6.8%
267RSPFINVESCO EXCHANGE TRADED FD T$1.6M0.07%+381+1.7%
268IEFISHARES TR$1.6M0.07%+1,589+10.4%
269UPSUNITED PARCEL SVCS INC$1.6M0.07%1,585−8.8%
270TBILRBB FD INC$1.6M0.07%+17,244+116.8%
271MGKVANGUARD WORLD FD$1.6M0.07%140−3.1%
272IWXISHARES TR$1.6M0.07%1,381−7.4%
273SHOPSHOPIFY INC$1.6M0.07%648−4.6%
274IMCGISHARES TR$1.6M0.07%1,352−6.3%
275VHTVANGUARD WORLD FD$1.6M0.07%+24+0.4%
276IWSISHARES TR$1.6M0.07%268−2.4%
277FMBFIRST TR EXCH TRADED FD III$1.6M0.07%2,531−7.6%
278SCHFSCHWAB STRATEGIC TR$1.5M0.07%+21,641+53.4%
279DXJWISDOMTREE TR$1.5M0.07%+6,541+206.5%
280DUKDUKE ENERGY CORP NEW$1.5M0.07%+215+1.9%
281AMATAPPLIED MATLS INC$1.5M0.07%+1,515+51.9%
282MUBISHARES TR$1.5M0.07%+954+7.2%
283NTSXWISDOMTREE TR$1.5M0.07%+1,140+4.1%
284TERTERADYNE INC$1.5M0.07%599−10.6%
285TQQQPROSHARES TR$1.5M0.07%40,939−53.5%
286RSPUINVESCO EXCHANGE TRADED FD T$1.5M0.07%+573+3.2%
287BNDVANGUARD BD INDEX FDS$1.5M0.07%1,709−7.9%
288HYMBSPDR SERIES TRUST$1.5M0.07%+5,122+9.5%
289JAJLINNOVATOR ETFS TRUST$1.5M0.06%4,012−7.4%
290GSGOLDMAN SACHS GROUP INC$1.5M0.06%229−11.7%
291NOCNORTHROP GRUMMAN CORP$1.5M0.06%6−0.3%
292ORLYOREILLY AUTOMOTIVE INC$1.4M0.06%10,647−40.5%
293BRK/ABERKSHIRE HATHAWAY INC DEL$1.4M0.06%HELD
294MSTRSTRATEGY INC$1.4M0.06%+1,048+10.1%
295VONGVANGUARD SCOTTSDALE FDS$1.4M0.06%+2,210+20.8%
296DGROISHARES TR$1.4M0.06%+1,476+8.0%
297PTYPIMCO CORPORATE & INCOME OPP$1.4M0.06%+26,340+29.5%
298HACKAMPLIFY ETF TR$1.4M0.06%6,051−24.7%
299FXUFIRST TR EXCHANGE-TRADED FD$1.4M0.06%40−0.1%
300XLISELECT SECTOR SPDR TR$1.4M0.06%+1,085+14.8%
301ISRGINTUITIVE SURGICAL INC$1.4M0.06%35−1.2%
302XLCSELECT SECTOR SPDR TR$1.3M0.06%638−5.0%
303VLUEISHARES TR$1.3M0.06%+1,890+25.1%
304SDVYFIRST TR EXCHANGE TRADED FD$1.3M0.06%829−2.4%
305TMUST-MOBILE US INC$1.3M0.06%+3,121+98.6%
306IOOISHARES TR$1.3M0.06%+425+4.1%
307QQQMINVESCO EXCH TRADED FD TR II$1.3M0.06%7,148−56.6%
308KMIKINDER MORGAN INC DEL$1.3M0.06%+5,568+16.7%
309SCHWSCHWAB CHARLES CORP$1.3M0.06%+145+1.1%
310BKBANK NEW YORK MELLON CORP$1.3M0.06%717−6.1%
311CGMSCAPITAL GRP FIXED INCM ETF T$1.3M0.06%4,768−9.1%
312VIRTVIRTU FINL INC$1.3M0.06%399−1.3%
313QCOMQUALCOMM INC$1.3M0.06%420−4.0%
314QUREQUANTA SVCS INC$1.3M0.06%+161+7.4%
315TRFMETF SER SOLUTIONS$1.3M0.06%+27,630NEW
316YMAGTIDAL TRUST II$1.3M0.06%+105,548NEW
317SPIBSPDR SERIES TRUST$1.3M0.06%+7,088+23.4%
318IJRISHARES TR$1.3M0.06%+993+11.0%
319VOEVANGUARD INDEX FDS$1.2M0.06%+56+0.8%
320GLWCORNING INC$1.2M0.06%+1,404+18.1%
321PFEPFIZER INC$1.2M0.06%11,480−20.6%
322BMYBRISTOL-MYERS SQUIBB CO$1.2M0.05%+10,314+103.9%
323CLOABLACKROCK ETF TRUST II$1.2M0.05%+4,147+21.6%
324USMVISHARES TR$1.2M0.05%+2,212+20.6%
325DISDISNEY WALT CO$1.2M0.05%+1,678+15.5%
326AORISHARES TR$1.2M0.05%+304+1.7%
327CGIECAPITAL GROUP INTERNATIONAL$1.2M0.05%+205+0.6%
328THIRTHOR FINL TECHNOLOGIES TR$1.2M0.05%5,788−13.1%
329AVEMAMERICAN CENTY ETF TR$1.2M0.05%+782+5.6%
330SWANAMPLIFY ETF TR$1.2M0.05%225−0.6%
331FDLFIRST TR EXCHANGE-TRADED FD$1.2M0.05%1,032−4.3%
332VUSBVANGUARD BD INDEX FDS$1.2M0.05%+7,253+44.3%
333JNKSPDR SERIES TRUST$1.2M0.05%+188+1.6%
334CEFSEXCHANGE LISTED FDS TR$1.2M0.05%1,269−2.4%
335BLKBLACKROCK INC$1.2M0.05%+208+20.9%
336XMESPDR SERIES TRUST$1.1M0.05%+1,087+11.4%
337HYDVANECK ETF TRUST$1.1M0.05%3,671−13.9%
338BSVVANGUARD BD INDEX FDS$1.1M0.05%+526+3.7%
339VLOVALERO ENERGY CORP$1.1M0.05%289−5.9%
340SDYSPDR SERIES TRUST$1.1M0.05%93−1.2%
341BTIBRITISH AMERN TOB PLC$1.1M0.05%1,132−5.5%
342SCHZSCHWAB STRATEGIC TR$1.1M0.05%+442+0.9%
343VCRVANGUARD WORLD FD$1.1M0.05%1,373−30.3%
344XLPSELECT SECTOR SPDR TR$1.1M0.05%15,781−53.4%
345VRTVERTIV HOLDINGS CO$1.1M0.05%+544+13.8%
346SPTSSPDR SERIES TRUST$1.1M0.05%+9,649+33.4%
347BMOBANK MONTREAL MEDIUM$1.1M0.05%2−0.0%
348CAHCARDINAL HEALTH INC$1.1M0.05%+2,128+67.1%
349DBMFLITMAN GREGORY FDS TR$1.1M0.05%+6,921+22.9%
350WMT2WELLS FARGO & CO$1.1M0.05%591−4.1%
351XMVMINVESCO EXCHANGE TRADED FD T$1.1M0.05%+6,960+68.9%
352CEFSPROTT ASSET MANAGEMENT LP$1.1M0.05%+14,094+153.7%
353CGMUCAPITAL GRP FIXED INCM ETF T$1.1M0.05%+17,226+73.3%
354GISGENERAL MILLS INC$1.1M0.05%+699+2.4%
355CGUSCAPITAL GROUP CORE EQUITY ET$1.1M0.05%+3,789+15.2%
356CLSETRUST FOR PROFESSIONAL MANAG$1.1M0.05%+28,145+256.1%
357PSXPHILLIPS 66$1.1M0.05%12−0.2%
358AVDEAMERICAN CENTY ETF TR$1.1M0.05%112−0.9%
359BDIVETF SER SOLUTIONS$1.1M0.05%+48,345NEW
360PZAINVESCO EXCH TRADED FD TR II$1.1M0.05%+2,226+4.9%
361CMECME GROUP INC$1.1M0.05%+307+9.1%
362XYLDGLOBAL X FDS$1.1M0.05%+1,286+4.9%
363METLSPROTT FDS TR$1.1M0.05%+18,217+83.2%
364MSMORGAN STANLEY$1.1M0.05%+100+1.6%
365IQDGWISDOMTREE TR$1.1M0.05%7,068−21.0%
366SPGMSPDR INDEX SHS FDS$1.1M0.05%+14,007NEW
367GCORGOLDMAN SACHS ETF TR$1.1M0.05%+3,619+16.5%
368WBILABSOLUTE SHS TR$1.1M0.05%+374+1.2%
369ANETARISTA NETWORKS INC$1.1M0.05%+291+3.5%
370GLDMWORLD GOLD TR$1.1M0.05%1,837−13.9%
371XLYSELECT SECTOR SPDR TR$1.1M0.05%+662+7.4%
372BUYWNORTHERN LTS FD TR IV$1.0M0.05%+4,774+6.9%
373AXPAMERICAN EXPRESS CO$1.0M0.05%+797+30.2%
374ASMLASML HLDG NV$1.0M0.05%20−2.5%
375YYYAMPLIFY ETF TR$1.0M0.05%+1,277+1.4%
376QCJLFIRST TR EXCHNG TRADED FD VI$1.0M0.05%HELD
377HYGISHARES TR$1.0M0.05%+1,892+17.2%
378NEMNEWMONT CORP$1.0M0.05%165−1.7%
379ETENERGY TRANSFER L P$1.0M0.05%2,146−3.9%
380VGKVANGUARD INTL EQUITY INDEX F$1.0M0.05%383−3.0%
381DYNFBLACKROCK ETF TRUST$1.0M0.05%+24+0.1%
382EIXEDISON INTL$1.0M0.04%+229+1.7%
383BITOPROSHARES TR$1.0M0.04%+2,861+2.7%
384SCHOSCHWAB STRATEGIC TR$1.0M0.04%1,075−2.5%
385NOWSERVICENOW INC$1.0M0.04%+3,114+48.2%
386GSUSGOLDMAN SACHS ETF TR$996K0.04%1,235−10.0%
387RSPTINVESCO EXCHANGE TRADED FD T$995K0.04%+5,734+35.3%
388FIWFIRST TR EXCHANGE-TRADED FD$991K0.04%504−5.0%
389ABTABBOTT LABORATORIES$991K0.04%+1,955+25.4%
390LINLINDE PLC$990K0.04%+135+7.2%
391SCHVSCHWAB STRATEGIC TR$988K0.04%658−2.0%
392MCKMCKESSON CORP$988K0.04%+11+1.0%
393FNDXSCHWAB STRATEGIC TR$986K0.04%+2,350+7.1%
394CAIECALAMOS ETF TR$982K0.04%+21,675+124.7%
395HONHONEYWELL INTL INC$981K0.04%+1,574+56.9%
396ARPADVISORS INNER CIRCLE FD II$981K0.04%+7,244+30.2%
397QJUNFIRST TR EXCHNG TRADED FD VI$976K0.04%253−0.8%
398AEPAMERICAN ELEC PWR CO INC$974K0.04%165−2.2%
399BINCBLACKROCK ETF TRUST II$973K0.04%+5,220+38.6%
400SPTMSPDR SERIES TRUST$973K0.04%+341+2.8%
401WBIGABSOLUTE SHS TR$972K0.04%+281+0.7%
402UJANINNOVATOR ETFS TRUST$972K0.04%+59+0.3%
403NKENIKE INC$967K0.04%284−1.5%
404ZAUGINNOVATOR ETFS TRUST$965K0.04%1,418−3.8%
405CRMSALESFORCE INC$965K0.04%371−6.7%
406DOWDOW HLDGS INC$964K0.04%3,247−12.3%
407TLTISHARES TR$951K0.04%2,497−18.5%
408LDURPIMCO ETF TR$944K0.04%+3,335+51.2%
409APHAMPHENOL CORP$934K0.04%+427+6.1%
410LMBSFIRST TR EXCHANGE-TRADED FD$930K0.04%+1,936+11.6%
411BUFCAB ACTIVE ETFS INC$928K0.04%+9,507+71.3%
412GOFGUGGENHEIM STRATEGIC OPPORTU$927K0.04%+66,062+366.5%
413KMBKIMBERLY-CLARK CORP$923K0.04%+3,013+46.0%
414BDYNBLACKROCK ETF TRUST$919K0.04%359−0.9%
415UBERUBER TECHNOLOGIES INC$916K0.04%804−5.9%
416GRIDFIRST TR EXCHANGE-TRADED FD$915K0.04%+576+11.5%
417VTEBVANGUARD MUN BD FDS$905K0.04%+810+4.7%
418TGTTARGET CORP$896K0.04%1,818−19.7%
419CGDGCAPITAL GROUP DIVIDEND GROWE$893K0.04%+5,459+28.1%
420ULUNILEVER PLC$892K0.04%+3,772+31.7%
421NMZNUVEEN MUN HIGH INCOME OPPOR$880K0.04%+13,635+19.2%
422TSEMTOWER SEMICONDUCTOR LTD$877K0.04%+5,000NEW
423RIGSALPS ETF TR$876K0.04%+5,102+15.4%
424DSTLETF SER SOLUTIONS$875K0.04%1,782−10.5%
425COFCAPITAL ONE FINL CORP$875K0.04%+1,199+33.3%
426BABAALIBABA GROUP HLDG LTD$872K0.04%446−6.0%
427UFEBINNOVATOR ETFS TRUST$869K0.04%+13,500+129.4%
428VCITVANGUARD SCOTTSDALE FDS$861K0.04%+584+5.9%
429XLBSELECT SECTOR SPDR TR$854K0.04%5,008−22.7%
430MPCMARATHON PETE CORP$853K0.04%+152+4.5%
431FSCOFS CREDIT OPPORTUNITIES CORP$850K0.04%35,466−17.5%
432WBIFABSOLUTE SHS TR$847K0.04%+52+0.2%
433PINKSIMPLIFY EXCHANGE TRADED FUN$845K0.04%31,037−55.3%
434IWOISHARES TR$844K0.04%25−0.9%
435IQLTISHARES TR$843K0.04%+1,052+6.1%
436BILSSPDR SERIES TRUST$839K0.04%13,161−60.9%
437LQDISHARES TR$830K0.04%10,928−58.9%
438PFGPRINCIPAL FINANCIAL GROUP IN$823K0.04%+97+1.1%
439VRPINVESCO EXCH TRADED FD TR II$820K0.04%7,835−18.6%
440BLVVANGUARD BD INDEX FDS$820K0.04%+969+8.9%
441QQEWFIRST TR EXCHANGE-TRADED FD$816K0.04%2,656−29.2%
442CIBRFIRST TR EXCHANGE-TRADED FD$816K0.04%+754+6.2%
443UTESETFIS SER TR I$812K0.04%+2,214+27.8%
444AVLVAMERICAN CENTY ETF TR$812K0.04%682−6.3%
445VNQVANGUARD INDEX FDS$811K0.04%+1,021+12.6%
446MDTMEDTRONIC PLC$807K0.04%+4,558+96.0%
447BSJQINVESCO EXCH TRD SLF IDX FD$806K0.04%+16+0.0%
448BGBUNGE GLOBAL SA$806K0.04%+3,409+116.6%
449DSCODOUBLELINE ETF TRUST$805K0.04%+32,410NEW
450LOWLOWES COS INC$801K0.04%39−1.1%
451ADBEADOBE INC$801K0.04%+229+7.5%
452EZUISHARES INC$794K0.04%+5,407+74.4%
453EMEEMCOR GROUP INC$775K0.03%4−0.4%
454PDTHANCOCK JOHN PREM DIVID FD$774K0.03%+1,238+2.1%
455RCLROYAL CARIBBEAN GROUP$773K0.03%1,184−29.6%
456MPLXMPLX LP$769K0.03%+2+0.0%
457ETNEATON CORP PLC$768K0.03%+492+29.7%
458DSUBLACKROCK DEBT STRATEGIES FD$765K0.03%33,373−29.5%
459CGGRCAPITAL GROUP GROWTH ETF$762K0.03%+8,404+79.5%
460SPEMSPDR INDEX SHS FDS$757K0.03%+951+6.3%
461DVYISHARES TR$753K0.03%271−5.2%
462IYZISHARES TR$749K0.03%670−3.4%
463TFLOISHARES TR$746K0.03%+14,733NEW
464GDGENERAL DYNAMICS CORP$746K0.03%59−2.6%
465URIUNITED RENTALS INC$744K0.03%202−16.5%
466PDIPIMCO DYNAMIC INCOME FD$735K0.03%+25,011+139.3%
467JPSTJ P MORGAN EXCHANGE TRADED F$733K0.03%+3,416+30.9%
468APOCINNOVATOR ETFS TRUST$728K0.03%+17,554+160.5%
469AROCARCHROCK INC$727K0.03%1,517−6.8%
470NBISNEBIUS GROUP N.V.$726K0.03%+2,354+50.7%
471PHOINVESCO EXCHANGE TRADED FD T$725K0.03%+3,784+53.6%
472BMARINNOVATOR ETFS TRUST$724K0.03%+330+2.5%
473CARRCARRIER GLOBAL CORPORATION$710K0.03%+2,569+25.6%
474NLYANNALY CAPITAL MANAGEMENT IN$708K0.03%+20,833+164.7%
475ETJEATON VANCE RISK-MANAGED DIV$697K0.03%1,686−1.9%
476MRSHMARSH & MCLENNAN COS INC$697K0.03%110−2.7%
477BONDPIMCO ETF TR$696K0.03%626−7.7%
478NXGNXG NEXTGEN INFRASTR INCM FD$691K0.03%+12,582NEW
479HDVISHARES TR$691K0.03%+1,581+45.0%
480VGITVANGUARD SCOTTSDALE FDS$691K0.03%+2,222+23.7%
481HUBBHUBBELL INC$691K0.03%146−9.4%
482ITOTISHARES TR$689K0.03%+160+3.4%
483GJUNFIRST TR EXCHNG TRADED FD VI$685K0.03%309−1.7%
484LYBLYONDELLBASELL INDUSTRIES NV$683K0.03%751−8.1%
485UMARINNOVATOR ETFS TRUST$679K0.03%+454+2.7%
486OXYOCCIDENTAL PETE CORP$675K0.03%4,503−30.2%
487CCEFCALAMOS ETF TR$675K0.03%+3,320+16.1%
488CASYCASEYS GEN STORES INC$671K0.03%+27+3.0%
489FIXCOMFORT SYS USA INC$670K0.03%+24+5.2%
490DFISDIMENSIONAL ETF TRUST$666K0.03%1,031−5.0%
491APPAPPLOVIN CORP$666K0.03%73−4.2%
492CBCHUBB LTD SWITZ$652K0.03%+216+12.1%
493VVRINVESCO SR INCOME TR$646K0.03%69,725−25.8%
494SGOLETFS GOLD TR$643K0.03%3,048−17.5%
495MLNVANECK ETF TRUST$643K0.03%+571+1.6%
496SNYSANOFI SA$642K0.03%+13,328NEW
497MMM3M CO$641K0.03%301−6.4%
498XOPSPDR SERIES TRUST$640K0.03%241−6.4%
499VEUVANGUARD INTL EQUITY INDEX F$639K0.03%+2,352+38.2%
500EQTEQT CORP$639K0.03%1,881−15.8%

Source: SEC EDGAR · accession 0001172661-26-001690. 13F discloses long positions only — shorts, foreign equities, and options are excluded.