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Institutional

INTEGRITY ALLIANCE, LLC.

CIK 0001352260
$2.64B
Reported AUM
739
Positions
Q1 2026
Period
2026-05-11
Filed

The Brief · INTEGRITY ALLIANCE, LLC. · Q1 2026

AI · grounded in 13F

INTEGRITY ALLIANCE, LLC. increased its position in DE by 134.38%. The fund also established new positions in SCHR with a $6.62M investment and BLV with a $5.7M investment. On the sell side, the fund trimmed its holdings in FLRN by 97.57% and VV by 95.85%.

Portfolio · Q1 2026

IVVDFACSPYMGISAAPLQQQOther$1.87BIL

Top holdings· first 500 of 739

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1IVVISHARES TR$740.91-2.62%24.60%80.03%$119.3M4.53%+3,198+1.8%
2DFACDIMENSIONAL ETF TRUST$43.46-2.34%25.71%70.09%$96.9M3.68%+89,325+3.7%
3SPYMSPDR SERIES TRUST$86.81-2.58%24.60%80.04%$77.2M2.93%+163,344+19.3%
4GISGENERAL MILLS INC$33.152.95%-36.04%-32.13%$61.1M2.32%+722+0.0%
5AAPLAPPLE INC$307.34-1.25%51.31%116.17%$55.2M2.10%647−0.3%
6QQQINVESCO QQQ TR$705.06-4.80%33.69%99.06%$51.9M1.97%17,111−16.0%
7DGCBDIMENSIONAL ETF TRUST$54.56-0.39%5.77%12.55%$45.6M1.73%+57,470+7.3%
8NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$43.4M1.65%1,728−0.7%
9IUSBISHARES TR$45.80-0.43%5.69%0.49%$40.0M1.52%+61,263+7.6%
10VTVVANGUARD INDEX FDS$212.02-1.36%25.17%71.24%$39.8M1.51%37,295−15.5%
11EFVISHARES TR$76.90-1.91%25.29%81.64%$36.5M1.38%31,402−6.0%
12AGGISHARES TR$98.17-0.50%5.32%-1.36%$35.7M1.36%+129,191+56.0%
13DYNFBLACKROCK ETF TRUST$65.88-2.95%26.09%95.79%$34.9M1.32%+141,202+30.8%
14AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$34.3M1.30%3,866−2.3%
15IVEISHARES TR$226.54-1.15%20.41%66.77%$34.0M1.29%+8,967+5.9%
16DFGPDIMENSIONAL ETF TRUST$54.38-0.30%5.18%11.54%$33.2M1.26%+49,362+8.7%
17IVWISHARES TR$134.60-3.81%28.06%84.10%$32.6M1.24%+21,451+8.0%
18MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$30.5M1.16%+13,845+20.2%
19USFRWISDOMTREE TR$50.390.06%4.03%19.29%$30.2M1.14%2,545−0.4%
20DIASTATE STR SPDR DOW JONES IND$509.70-1.35%20.81%58.77%$29.1M1.10%296−0.5%
21BAIBLACKROCK ETF TRUST$45.55-9.78%72.94%75.16%$27.9M1.06%+57,561+7.3%
22MBBISHARES TR$93.74-0.50%6.97%1.02%$26.7M1.01%+16,023+6.0%
23IEMGISHARES INC$78.63-6.40%38.44%42.72%$25.4M0.96%+16,670+4.8%
24DFSVDIMENSIONAL ETF TRUST$37.57-1.39%32.84%54.27%$24.7M0.94%+9,355+1.3%
25BILSPDR SERIES TRUST$91.450.04%4.23%18.33%$23.6M0.90%18,352−6.6%
26DUHPDIMENSIONAL ETF TRUST$40.69-2.35%17.57%62.88%$23.6M0.90%+26,076+4.2%
27VOOVANGUARD INDEX FDS$678.00-2.59%24.60%80.00%$23.5M0.89%12,066−23.4%
28DFICDIMENSIONAL ETF TRUST$37.23-2.46%24.13%76.20%$23.5M0.89%2,350−0.4%
29SPIBSPDR SERIES TRUST$33.24-0.45%5.57%7.88%$23.5M0.89%+29,345+4.4%
30BRK/BBERKSHIRE HATHAWAY INC DEL$23.0M0.87%+611+1.3%
31WMTWALMART INC$118.880.97%$22.7M0.86%+18,171+11.0%
32TLTISHARES TR$85.06-0.51%$21.0M0.80%+25,119+11.6%
33OEFISHARES TR$364.88-2.89%$20.3M0.77%+7,080+12.5%
34SMLFISHARES TR$84.17-2.58%$19.7M0.75%+20,969+8.7%
35GOOGLALPHABET INC$368.53-0.98%$19.6M0.74%1,520−2.2%
36SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%$18.8M0.71%3,346−10.4%
37DFSDDIMENSIONAL ETF TRUST$47.74-0.25%$18.7M0.71%7,410−1.9%
38EPSWISDOMTREE TR$77.28-2.52%$17.9M0.68%+10,177+4.0%
39COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$17.0M0.65%+158+0.9%
40QUALISHARES TR$213.14-1.93%$16.0M0.61%1,460−1.7%
41DFCFDIMENSIONAL ETF TRUST$42.02-0.52%$15.8M0.60%19,536−5.0%
42SPMOINVESCO EXCH TRADED FD TR II$144.28-5.59%$15.4M0.58%+9,030+7.0%
43GOVTISHARES TR$22.61-0.35%$15.1M0.57%+40,094+6.5%
44EFAISHARES TR$102.26-2.56%$14.7M0.56%34,638−18.6%
45TLHISHARES TR$98.85-0.62%$14.3M0.54%+10,365+7.9%
46SCHGSCHWAB STRATEGIC TR$33.75-2.99%$13.8M0.52%467−0.1%
47SPYGSPDR SERIES TRUST$116.55-3.83%$13.5M0.51%1,295−0.9%
48DFGXDIMENSIONAL ETF TRUST$53.08-0.15%$13.3M0.50%726−0.3%
49AVGOBROADCOM INC$385.73-7.92%$13.1M0.50%1,451−3.3%
50SECTNORTHERN LTS FD TR IV$69.45-3.39%$12.7M0.48%+9,372+4.6%
51XOMEXXON MOBIL CORP$149.92-1.39%$12.6M0.48%13,531−15.4%
52METAMETA PLATFORMS INC$593.00-5.51%$12.3M0.47%+1,885+9.6%
53THROBLACKROCK ETF TRUST$42.19-3.17%$12.1M0.46%+27,631+9.1%
54EFGISHARES TR$119.90-3.38%$12.0M0.45%+28,298+35.8%
55DEDEERE & CO$583.44-1.40%$11.7M0.45%+11,949+134.4%
56DRIDARDEN RESTAURANTS INC$198.122.41%$11.7M0.44%63−0.1%
57LGLVSPDR SERIES TRUST$179.231.07%$11.4M0.43%+1,083+1.7%
58VUGVANGUARD INDEX FDS$85.93-3.62%$11.4M0.43%4,871−15.7%
59DFEMDIMENSIONAL ETF TRUST$38.68-6.14%$10.9M0.41%253−0.1%
60CATCATERPILLAR INC$904.28-3.85%$10.5M0.40%2,179−12.8%
61VIGVANGUARD SPECIALIZED FUNDS$233.28-1.37%$10.3M0.39%5,870−11.0%
62DISVDIMENSIONAL ETF TRUST$41.41-2.72%$10.0M0.38%+11,219+4.6%
63IDEVISHARES TR$88.23-2.57%$10.0M0.38%+4,083+3.5%
64JPMJPMORGAN CHASE & CO$312.370.48%$9.8M0.37%+428+1.3%
65VTIVANGUARD INDEX FDS$363.38-2.68%$9.7M0.37%1,234−3.9%
66GOOGALPHABET INC$365.76-0.95%$9.7M0.37%3,457−9.3%
67SPEMSPDR INDEX SHS FDS$50.53-4.04%$9.5M0.36%+4,645+2.4%
68IAGGISHARES TR$50.14-0.16%$9.3M0.35%+19,031+11.5%
69JEPIJ P MORGAN EXCHANGE TRADED F$55.52-0.34%$9.0M0.34%+20,532+14.9%
70VVISA INC$323.571.06%$8.9M0.34%+791+2.8%
71SPSBSPDR SERIES TRUST$29.90-0.20%$8.5M0.32%+13,841+5.1%
72SCHDSCHWAB STRATEGIC TR$32.30-0.89%$8.4M0.32%171,212−38.4%
73STXSEAGATE TECHNOLOGY HLDNGS PL$847.47-8.48%$8.4M0.32%20−0.1%
74BINCBLACKROCK ETF TRUST II$52.02-0.19%$8.3M0.31%+17,363+12.2%
75TSLATESLA INC$391.00-6.56%$8.0M0.30%6,571−23.4%
76GLDSPDR GOLD TR$396.24-3.65%$7.9M0.30%11,945−39.4%
77NEARISHARES U S ETF TR$50.49-0.20%$7.7M0.29%+5,712+3.9%
78GLDMWORLD GOLD TR$85.42-3.67%$7.6M0.29%7,181−8.1%
79VYMVANGUARD WHITEHALL FDS$158.24-1.35%$7.5M0.28%19,406−27.7%
80DIHPDIMENSIONAL ETF TRUST$33.52-2.47%$7.5M0.28%+7,594+3.4%
81HDHOME DEPOT INC$310.780.27%$7.3M0.28%+83+0.4%
82PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$7.3M0.28%3,143−5.9%
83VOVANGUARD INDEX FDS$78.53-2.06%$7.2M0.27%16,042−39.1%
84LLYELI LILLY & CO$1131.420.55%$7.2M0.27%515−6.2%
85UNPUNION PAC CORP$272.323.19%$7.0M0.27%+8+0.0%
86FNDXSCHWAB STRATEGIC TR$30.74-1.66%$7.0M0.27%19,069−7.0%
87JNJJOHNSON & JOHNSON$232.772.02%$6.9M0.26%514−1.8%
88IUSVISHARES TR$109.66-1.15%$6.9M0.26%+3,809+6.0%
89SCHRSCHWAB STRATEGIC TR$24.50-0.37%$6.6M0.25%+265,821NEW
90CVXCHEVRON CORPORATION$187.31-0.55%$6.4M0.24%2,124−6.4%
91MAMASTERCARD INCORPORATED$491.081.93%$6.4M0.24%+833+7.0%
92DIVBISHARES TR$61.26-2.07%$6.3M0.24%76,497−39.4%
93HELOJ P MORGAN EXCHANGE TRADED F$67.32-0.80%$6.3M0.24%+2,400+2.5%
94ITAISHARES TR$229.45-0.92%$6.2M0.24%3,472−10.9%
95CASYCASEYS GEN STORES INC$761.910.04%$6.2M0.23%+772+10.0%
96RTXRTX CORPORATION$180.990.88%$6.1M0.23%2,663−7.8%
97JPSTJ P MORGAN EXCHANGE TRADED F$50.41-0.04%$6.0M0.23%78,870−39.9%
98IYWISHARES TR$241.25-5.92%$5.8M0.22%+360+1.1%
99VBKVANGUARD INDEX FDS$342.12-4.03%$5.8M0.22%336−1.7%
100MINTPIMCO ETF TR$100.510.01%$5.7M0.22%6,155−9.8%
101BLVVANGUARD BD INDEX FDS$5.7M0.22%+82,874NEW
102SGOVISHARES TR$5.6M0.21%34,660−38.3%
103VEAVANGUARD TAX-MANAGED FDS$5.6M0.21%+8,920+11.3%
104VBRVANGUARD INDEX FDS$5.6M0.21%+860+3.5%
105XLGINVESCO EXCHANGE TRADED FD T$5.5M0.21%+1,047+1.1%
106JEPQJ P MORGAN EXCHANGE TRADED F$5.4M0.21%+2,230+2.3%
107SHYGISHARES TR$5.4M0.21%+8,204+6.8%
108VOTVANGUARD INDEX FDS$5.4M0.21%+316+1.5%
109ABBVABBVIE INC$5.3M0.20%501−2.0%
110PULSPGIM ETF TR$5.3M0.20%139,727−56.6%
111GLWCORNING INC$5.2M0.20%3,673−8.7%
112XLKSELECT SECTOR SPDR TR$5.1M0.19%9,630−19.9%
113DXJWISDOMTREE TR$5.1M0.19%5,454−14.5%
114VDCVANGUARD WORLD FD$4.9M0.19%10,383−32.1%
115DGROISHARES TR$4.9M0.18%2,594−3.6%
116IBMINTERNATIONAL BUSINESS MACHS$4.8M0.18%+2,093+12.0%
117CSCOCISCO SYS INC$4.8M0.18%+2,126+3.6%
118MUMICRON TECHNOLOGY INC$4.7M0.18%+378+2.8%
119LMTLOCKHEED MARTIN CORP$4.4M0.17%+517+7.6%
120VIGIVANGUARD WHITEHALL FDS$4.4M0.17%43,534−46.7%
121BGTBLACKROCK FLOATING RATE INC$4.3M0.16%+29,761+8.0%
122GSGOLDMAN SACHS GROUP INC$4.3M0.16%+393+8.4%
123FNDASCHWAB STRATEGIC TR$4.2M0.16%+3,871+3.1%
124AIPOTIDAL TRUST II$4.2M0.16%+167,587NEW
125EMBISHARES TR$4.2M0.16%+3,792+9.3%
126MGKVANGUARD WORLD FD$4.2M0.16%+629+5.9%
127EPDENTERPRISE PRODS PARTNERS L$4.1M0.16%5,859−5.1%
128RPVINVESCO EXCHANGE TRADED FD T$4.1M0.15%+7,611+25.2%
129SPYVSPDR SERIES TRUST$4.0M0.15%2,844−3.9%
130DFEVDIMENSIONAL ETF TRUST$4.0M0.15%+229+0.2%
131XLUSELECT SECTOR SPDR TR$4.0M0.15%186,148−68.3%
132DFGRDIMENSIONAL ETF TRUST$3.9M0.15%+7,049+5.1%
133SMHVANECK ETF TRUST$3.8M0.14%80−0.8%
134DEHPDIMENSIONAL ETF TRUST$3.7M0.14%63−0.1%
135AMGNAMGEN INC$3.7M0.14%209−1.9%
136IGBHISHARES U S ETF TR$3.7M0.14%+9,696+6.7%
137KOCOCA COLA CO$3.7M0.14%+3+0.0%
138IXUSISHARES TR$3.7M0.14%+1,375+3.3%
139NFLXNETFLIX INC.$3.7M0.14%+10,476+37.9%
140XMMOINVESCO EXCHANGE TRADED FD T$3.5M0.13%1,946−7.4%
141IEFISHARES TR$3.5M0.13%+11,468+45.5%
142PGPROCTER & GAMBLE CO$3.5M0.13%736−2.9%
143VOEVANGUARD INDEX FDS$3.5M0.13%+1,062+6.0%
144BACBANK AMERICA CORP$3.4M0.13%+33,536+90.4%
145PGRPROGRESSIVE CORP$3.4M0.13%+527+3.2%
146SCHFSCHWAB STRATEGIC TR$3.4M0.13%95,779−41.4%
147BIVVANGUARD BD INDEX FDS$3.3M0.13%+3,971+10.2%
148PFEPFIZER INC$3.2M0.12%+430+0.4%
149SCHZSCHWAB STRATEGIC TR$3.1M0.12%+10,122+8.1%
150PEPPEPSICO INC$3.1M0.12%773−3.8%
151VGTVANGUARD WORLD FD$3.0M0.11%432−9.2%
152GOFGUGGENHEIM STRATEGIC OPPORTU$3.0M0.11%64,469−19.3%
153UNHUNITEDHEALTH GROUP INC$3.0M0.11%1,588−12.7%
154TAT&T INC$3.0M0.11%1,119−1.1%
155RHRXSTARBOARD INVT TR$2.9M0.11%1,300−0.8%
156FDVVFIDELITY COVINGTON TRUST$2.9M0.11%+3,270+6.6%
157ITOTISHARES TR$2.9M0.11%+482+2.4%
158BUFRFIRST TR EXCHNG TRADED FD VI$2.9M0.11%4,141−4.6%
159GEGE AEROSPACE$2.9M0.11%+918+10.0%
160VZVERIZON COMMUNICATIONS INC$2.9M0.11%+3,371+6.3%
161RDVYFIRST TR EXCHANGE TRADED FD$2.8M0.11%24,111−36.6%
162OKEONEOK INC NEW$2.8M0.11%629−2.0%
163FTSMFIRST TR EXCHANGE-TRADED FD$2.8M0.11%26,744−36.1%
164VRPINVESCO EXCH TRADED FD TR II$2.8M0.11%+2,430+2.1%
165EMXCISHARES INC$2.8M0.11%+1,535+4.6%
166TFLOISHARES TR$2.8M0.10%3,417−5.9%
167SDVDFIRST TR EXCH TRADED FD III$2.7M0.10%+20,380+19.2%
168GRMNGARMIN LTD$2.7M0.10%76−0.6%
169AMDADVANCED MICRO DEVICES INC$2.7M0.10%172−1.3%
170VOOGVANGUARD ADMIRAL FDS INC$2.7M0.10%2,915−30.3%
171MRKMERCK & CO INC$2.7M0.10%+326+1.5%
172MCDMCDONALDS CORP$2.7M0.10%+75+0.9%
173IEFAISHARES TR$2.6M0.10%+1,153+4.1%
174FNDFSCHWAB STRATEGIC TR$2.6M0.10%+53,706NEW
175SPGPINVESCO EXCHANGE TRADED FD T$2.6M0.10%+1,305+5.7%
176XLESELECT SECTOR SPDR TR$2.6M0.10%2,813−6.3%
177FTCSFIRST TR EXCHANGE-TRADED FD$2.5M0.09%146−0.5%
178SPSMSPDR SERIES TRUST$2.4M0.09%+43,948+652.0%
179SHYISHARES TR$2.4M0.09%+257+0.9%
180PMPHILIP MORRIS INTL INC$2.4M0.09%+96+0.7%
181SHOPSHOPIFY INC$2.4M0.09%2,950−12.8%
182TSMTAIWAN SEMICONDUCTOR MANUFAC$2.4M0.09%+85+1.2%
183BUYWNORTHERN LTS FD TR IV$2.3M0.09%+11,721+7.6%
184VDEVANGUARD WORLD FD$2.3M0.09%+8,709+190.8%
185GDXVANECK ETF TRUST$2.3M0.09%4,621−15.6%
186KBWBINVESCO EXCH TRADED FD TR II$2.2M0.09%+22,094+354.9%
187XLVSELECT SECTOR SPDR TR$2.2M0.08%+1,651+12.3%
188CMICUMMINS INC$2.2M0.08%+119+3.0%
189IWMISHARES TR$2.2M0.08%+1,147+15.1%
190ITWILLINOIS TOOL WKS INC$2.2M0.08%9−0.1%
191SCHESCHWAB STRATEGIC TR$2.2M0.08%4,295−6.1%
192FDXFEDEX CORP$2.2M0.08%+533+9.7%
193BMYBRISTOL-MYERS SQUIBB CO$2.2M0.08%1,849−4.9%
194VBVANGUARD INDEX FDS$2.2M0.08%+1,354+19.7%
195AIRRFIRST TR EXCHANGE TRADED FD$2.2M0.08%+1,424+7.9%
196ETNEATON CORP PLC$2.1M0.08%21−0.4%
197YNOTHORIZON FDS$2.1M0.08%+78,962NEW
198CGDVCAPITAL GROUP DIVIDEND VALUE$2.1M0.08%82,129−62.6%
199USBUS BANCORP$2.1M0.08%9,443−19.2%
200MOALTRIA GROUP INC$2.1M0.08%+116+0.4%
201PRFZINVESCO EXCHANGE TRADED FD T$2.0M0.08%47,378−51.7%
202HDVISHARES TR$2.0M0.08%8,215−35.7%
203SDVYFIRST TR EXCHANGE TRADED FD$2.0M0.08%576−1.1%
204OPPJWISDOMTREE TR$2.0M0.07%+36,159NEW
205FTNTFORTINET INC$2.0M0.07%205−0.9%
206XLCSELECT SECTOR SPDR TR$1.9M0.07%+13,270+318.6%
207VXUSVANGUARD STAR FDS$1.9M0.07%+7,486+43.8%
208VTIPVANGUARD MALVERN FDS$1.9M0.07%116,213−75.4%
209SYSBISHARES TR$1.9M0.07%+3,829+22.2%
210IJHISHARES TR$1.9M0.07%681−2.4%
211TXNTEXAS INSTRS INC$1.9M0.07%296−3.0%
212BABAALIBABA GROUP HLDG LTD$1.8M0.07%373−2.5%
213LOWLOWES COS INC$1.8M0.07%246−3.1%
214CBCHUBB LTD SWITZ$1.8M0.07%160−2.8%
215VWOVANGUARD INTL EQUITY INDEX F$1.8M0.07%4,604−12.3%
216USMVISHARES TR$1.8M0.07%982−4.9%
217ARPADVISORS INNER CIRCLE FD II$1.7M0.07%+37,819+211.6%
218PTLCPACER FDS TR$1.7M0.07%465−1.4%
219UTWORBB FD INC$1.7M0.07%+5,437+18.0%
220GEVGE VERNOVA INC$1.7M0.07%+199+11.2%
221FLOTISHARES TR$1.7M0.06%7,505−18.3%
222UTGREAVES UTIL INCOME FD$1.7M0.06%+4,964+12.9%
223WTVWISDOMTREE TR$1.7M0.06%437−2.4%
224NEENEXTERA ENERGY INC$1.7M0.06%1,106−5.7%
225ORCLORACLE CORP$1.7M0.06%+191+1.7%
226BNDVANGUARD BD INDEX FDS$1.7M0.06%+4,032+21.5%
227FJULFIRST TR EXCHNG TRADED FD VI$1.6M0.06%14,658−32.9%
228CRWDCROWDSTRIKE HLDGS INC$1.6M0.06%612−12.8%
229VYMIVANGUARD WHITEHALL FDS$1.6M0.06%+9,856+132.1%
230AXSMAXSOME THERAPEUTICS INC.$1.6M0.06%20−0.2%
231WMWASTE MGMT INC DEL$1.6M0.06%453−6.1%
232AGOXSTARBOARD INVT TR$1.6M0.06%HELD
233SCHISCHWAB STRATEGIC TR$1.6M0.06%493−0.7%
234MMM3M CO$1.6M0.06%137−1.3%
235NLYANNALY CAPITAL MANAGEMENT IN$1.6M0.06%+5,478+8.0%
236DGXQUEST DIAGNOSTICS INC$1.6M0.06%53−0.7%
237CEGCONSTELLATION ENERGY CORP$1.5M0.06%+405+7.9%
238SWKSTANLEY BLACK & DECKER INC$1.5M0.06%+119+0.6%
239INTCINTEL CORP$1.5M0.06%820−2.3%
240KMBKIMBERLY-CLARK CORP$1.5M0.06%+251+1.6%
241BLKBLACKROCK INC$1.5M0.06%58−3.6%
242GBILGOLDMAN SACHS ETF TR$1.5M0.06%410−2.7%
243LRCXLAM RESEARCH CORP$1.5M0.06%443−6.0%
244EDCONSOLIDATED EDISON INC$1.5M0.06%+53+0.4%
245SDYSPDR SERIES TRUST$1.5M0.06%1,810−15.1%
246PFFAETFIS SER TR I$1.5M0.06%1,059−1.5%
247CGGRCAPITAL GROUP GROWTH ETF$1.5M0.06%16,812−31.6%
248DISDISNEY WALT CO$1.4M0.05%85−0.6%
249BALTINNOVATOR ETFS TRUST$1.4M0.05%4,734−10.0%
250BABOEING CO$1.4M0.05%+1,390+24.1%
251EVRGEVERGY INC$1.4M0.05%+188+1.1%
252EDGFADVISORS INNER CIRCLE FD II$1.4M0.05%+24,131+73.4%
253VRTVERTIV HOLDINGS CO$1.4M0.05%+341+6.5%
254XLFSELECT SECTOR SPDR TR$1.4M0.05%+415+1.5%
255PFXFVANECK ETF TRUST$1.4M0.05%4,668−5.5%
256CORCENCORA INC$1.4M0.05%+186+4.3%
257MSMORGAN STANLEY$1.4M0.05%+88+1.0%
258SYMSYMBOTIC INC$1.4M0.05%1,357−5.0%
259GSGISHARES S&P GSCI COMMODITY-$1.4M0.05%+42,466NEW
260CELCCELCUITY INC$1.3M0.05%+7,166+158.5%
261TOLTOLL BROTHERS INC$1.3M0.05%+833+9.5%
262REZISHARES TR$1.3M0.05%+977+6.6%
263XLPSELECT SECTOR SPDR TR$1.3M0.05%1,066−6.5%
264RHTXSTARBOARD INVT TR$1.3M0.05%HELD
265IWPISHARES TR$1.2M0.05%8,022−45.1%
266HEFAISHARES TR$1.2M0.05%+1,455+5.4%
267IAIISHARES TR$1.2M0.05%+1,080+17.5%
268ICVTISHARES TR$1.2M0.04%+1,052+10.0%
269TSPAT ROWE PRICE ETF INC$1.2M0.04%2,231−7.2%
270PRUPRUDENTIAL FINL INC$1.2M0.04%+64+0.5%
271PAAAPGIM ETF TR$1.1M0.04%+830+3.9%
272FASTFASTENAL CO$1.1M0.04%+2,422+10.9%
273IJRISHARES TR$1.1M0.04%2,812−23.5%
274VSTVISTRA CORP$1.1M0.04%+843+12.7%
275TTTRANE TECHNOLOGIES PLC$1.1M0.04%2,818−51.2%
276IWFISHARES TR$1.1M0.04%334−11.4%
277DUKDUKE ENERGY CORP NEW$1.1M0.04%+625+8.0%
278AGGYWISDOMTREE TR$1.1M0.04%+1,331+5.5%
279ABTABBOTT LABORATORIES$1.1M0.04%144−1.3%
280FVDFIRST TR EXCHANGE-TRADED FD$1.1M0.04%125−0.5%
281MRVLMARVELL TECHNOLOGY INC$1.1M0.04%+356+3.3%
282NOCNORTHROP GRUMMAN CORP$1.1M0.04%4−0.3%
283IYEISHARES TR$1.1M0.04%+16,717NEW
284QTUMETF SER SOLUTIONS$1.1M0.04%+1,502+17.5%
285SOSOUTHERN CO$1.1M0.04%+1,550+16.1%
286SCHHSCHWAB STRATEGIC TR$1.1M0.04%+50,057NEW
287GRIDFIRST TR EXCHANGE-TRADED FD$1.1M0.04%+2,059+46.4%
288SDIVGLOBAL X FDS$1.1M0.04%+16,360+63.6%
289PHMPULTE GROUP INC$1.1M0.04%+1,022+12.8%
290QDPLPACER FDS TR$1.1M0.04%18,332−41.1%
291XSMOINVESCO EXCHANGE TRADED FD T$1.1M0.04%13,643−49.7%
292CVSCVS HEALTH CORP$1.1M0.04%12,562−46.2%
293GSSTGOLDMAN SACHS ETF TR$1.1M0.04%+1,675+8.8%
294UPSUNITED PARCEL SVCS INC$1.0M0.04%87−0.8%
295SCHWSCHWAB CHARLES CORP$1.0M0.04%3,873−25.9%
296FLTRVANECK ETF TRUST$1.0M0.04%312−0.8%
297GDGENERAL DYNAMICS CORP$1.0M0.04%+45+1.5%
298DVYISHARES TR$1.0M0.04%210−3.0%
299CCJCAMECO CORP$1.0M0.04%+686+7.8%
300MRSHMARSH & MCLENNAN COS INC$1.0M0.04%547−8.5%
301WMT2WELLS FARGO & CO$1.0M0.04%6,502−33.8%
302SLVISHARES SILVER TR$1.0M0.04%4,761−24.3%
303DFASDIMENSIONAL ETF TRUST$1.0M0.04%+191+1.4%
304IWOISHARES TR$1.0M0.04%39−1.2%
305HEGDLISTED FDS TR$1.0M0.04%+4,654+13.0%
306PFGPRINCIPAL FINANCIAL GROUP IN$982K0.04%+93+0.9%
307PDPINVESCO EXCHANGE TRADED FD T$981K0.04%+200+2.5%
308TSNTYSON FOODS INC$970K0.04%22−0.1%
309TMOTHERMO FISHER SCIENTIFIC INC$969K0.04%150−7.1%
310OREALTY INCOME CORP$967K0.04%+5,399+51.9%
311BUFQFIRST TR EXCHNG TRADED FD VI$964K0.04%+5,867+27.4%
312FSEPFIRST TR EXCHNG TRADED FD VI$951K0.04%750−3.8%
313XLYSELECT SECTOR SPDR TR$946K0.04%3,044−26.0%
314FCOMFIDELITY COVINGTON TRUST$943K0.04%+2,271+19.6%
315MELIMERCADOLIBRE INC$939K0.04%+4+0.7%
316SOXXISHARES TR$921K0.03%635−18.5%
317IBITISHARES BITCOIN TRUST ETF$915K0.03%12,360−34.2%
318BUFDFIRST TR EXCHNG TRADED FD VI$907K0.03%993−3.0%
319ALLALLSTATE CORP$904K0.03%+27+0.6%
320TQQQPROSHARES TR$897K0.03%+17,237+401.7%
321EAELECTRONIC ARTS INC$894K0.03%59−1.3%
322VOOVVANGUARD ADMIRAL FDS INC$888K0.03%+389+9.8%
323FDNFIRST TR EXCHANGE-TRADED FD$888K0.03%213−5.3%
324GSYINVESCO ACTIVELY MANAGED EXC$882K0.03%23,661−57.3%
325CIBRFIRST TR EXCHANGE-TRADED FD$869K0.03%+697+5.3%
326SMGSCOTTS MIRACLE-GRO CO$869K0.03%600−4.0%
327CLXCLOROX CO DEL$868K0.03%380−4.3%
328COWZPACER FDS TR$864K0.03%4,461−24.4%
329AMATAPPLIED MATLS INC$860K0.03%4,615−64.7%
330RTHVANECK ETF TRUST$858K0.03%+301+9.7%
331XLISELECT SECTOR SPDR TR$853K0.03%+667+14.5%
332RFGINVESCO EXCHANGE TRADED FD T$847K0.03%HELD
333PRFINVESCO EXCHANGE TRADED FD T$846K0.03%4,902−21.6%
334HONHONEYWELL INTL INC$834K0.03%45−1.2%
335TJXTJX COS INC NEW$833K0.03%30−0.6%
336FTXLFIRST TR EXCHANGE TRADED FD$825K0.03%+1,799+47.4%
337AXPAMERICAN EXPRESS CO$820K0.03%2,836−51.1%
338RDIVINVESCO EXCH TRADED FD TR II$816K0.03%HELD
339MSTRSTRATEGY INC$815K0.03%+3,280+100.9%
340DMXDOUBLELINE ETF TRUST$811K0.03%+16,195NEW
341URIUNITED RENTALS INC$794K0.03%109−9.1%
342EDIVSPDR INDEX SHS FDS$784K0.03%+19,848NEW
343VISVANGUARD WORLD FD$775K0.03%+207+9.1%
344XBISPDR SERIES TRUST$774K0.03%+129+2.2%
345HYGWISHARES TR$768K0.03%+3,330+14.7%
346DIVOAMPLIFY ETF TR$767K0.03%+5,863+52.1%
347IAUISHARES GOLD TR$766K0.03%4,830−35.7%
348HYEMVANECK ETF TRUST$759K0.03%413−1.1%
349PANWPALO ALTO NETWORKS INC$753K0.03%+339+7.8%
350XARSPDR SERIES TRUST$752K0.03%2,063−41.1%
351QCOMQUALCOMM INC$749K0.03%664−10.2%
352TGTTARGET CORP$748K0.03%10,555−63.1%
353COPCONOCOPHILLIPS$737K0.03%+559+11.1%
354ARMARM HOLDINGS PLC$735K0.03%527−9.8%
355NVONOVO-NORDISK A S$734K0.03%+1,053+5.6%
356BRK/ABERKSHIRE HATHAWAY INC DEL$718K0.03%HELD
357HYGISHARES TR$716K0.03%+479+5.6%
358APDAIR PRODUCTS AND CHEMICALS I$712K0.03%+61+2.6%
359UMIUSCF ETF TR$697K0.03%+11,890NEW
360EEMISHARES TR$692K0.03%+24+0.2%
361VEEVVEEVA SYS INC$690K0.03%42−1.1%
362KMIKINDER MORGAN INC DEL$689K0.03%+699+3.5%
363EQIXEQUINIX INC$688K0.03%+164+30.5%
364FCPTFOUR CORNERS PPTY TR INC$681K0.03%HELD
365PTNQPACER FDS TR$679K0.03%928−9.1%
366STIPISHARES TR$679K0.03%3,644−35.7%
367BIDUBAIDU INC$679K0.03%112−1.8%
368GSUSGOLDMAN SACHS ETF TR$677K0.03%+164+2.2%
369SHVISHARES TR$676K0.03%30−0.5%
370BKMIBNY MELLON ETF TRUST II$674K0.03%+25,837NEW
371ETENERGY TRANSFER L P$671K0.03%+1,075+3.2%
372SYKSTRYKER CORPORATION$669K0.03%2,529−55.4%
373PPAINVESCO EXCHANGE TRADED FD T$660K0.03%1,356−25.4%
374WMBWILLIAMS COS INC$657K0.02%1,658−15.5%
375IWDISHARES TR$656K0.02%13,223−81.2%
376FPEIFIRST TR EXCH TRADED FD III$656K0.02%38,096−52.5%
377VCITVANGUARD SCOTTSDALE FDS$653K0.02%29,044−78.6%
378GBTCGRAYSCALE BITCOIN TRUST ETF$652K0.02%1,857−13.1%
379FENYFIDELITY COVINGTON TRUST$651K0.02%+19,148NEW
380MOATVANECK ETF TRUST$646K0.02%+374+5.9%
381EMREMERSON ELEC CO$644K0.02%35−0.7%
382RSPINVESCO EXCHANGE TRADED FD T$640K0.02%1,383−29.3%
383GCORGOLDMAN SACHS ETF TR$640K0.02%+95+0.6%
384DESWISDOMTREE TR$638K0.02%104−0.6%
385CTASIMPLIFY EXCHANGE TRADED FUN$638K0.02%+21,117NEW
386DFAXDIMENSIONAL ETF TRUST$638K0.02%+6,938+58.6%
387HASHASBRO INC$630K0.02%+46+0.7%
388CRDLCARDIOL THERAPEUTICS INC$630K0.02%+30,000+6.9%
389MDTMEDTRONIC PLC$629K0.02%+276+4.0%
390ENBENBRIDGE INC$622K0.02%+644+5.9%
391PYLDPIMCO ETF TR$621K0.02%+8,258+53.5%
392KRESPDR SERIES TRUST$619K0.02%570−5.7%
393FAUGFIRST TR EXCHNG TRADED FD VI$618K0.02%7,400−38.3%
394BMAYINNOVATOR ETFS TRUST$616K0.02%13,929−50.4%
395CCITIGROUP INC$614K0.02%+1,153+27.1%
396QLDPROSHARES TR$613K0.02%+10,049NEW
397IHIISHARES TR$613K0.02%+11,487NEW
398NLRVANECK ETF TRUST$606K0.02%+2,558+128.6%
399SHWSHERWIN WILLIAMS CO$594K0.02%26−1.4%
400AGNCAGNC INVT CORP$592K0.02%180−0.3%
401IWSISHARES TR$591K0.02%+112+2.8%
402DCIDONALDSON INC$581K0.02%HELD
403BTIBRITISH AMERN TOB PLC$581K0.02%+509+5.4%
404BTALAGF INVTS TR$580K0.02%+41,516NEW
405CALFPACER FDS TR$579K0.02%55,600−81.2%
406ARKWARK ETF TR$577K0.02%294−5.8%
407QUREQUANTA SVCS INC$574K0.02%+21+2.0%
408QDECFIRST TR EXCHNG TRADED FD VI$573K0.02%+1,528+9.2%
409GNOVFIRST TR EXCHNG TRADED FD VI$571K0.02%HELD
410FMAYFIRST TR EXCHNG TRADED FD VI$567K0.02%6,789−38.7%
411NOBLPROSHARES TR$567K0.02%+45+0.8%
412PHPARKER-HANNIFIN CORP$561K0.02%+2+0.3%
413RSPUINVESCO EXCHANGE TRADED FD T$559K0.02%+3,927+132.6%
414ORLYOREILLY AUTOMOTIVE INC$553K0.02%475−7.3%
415FTCBFIRST TR EXCHANGE-TRADED FD$547K0.02%+2,156+9.0%
416GILDGILEAD SCIENCES INC$546K0.02%176−4.3%
417FSKFS KKR CAP CORP$543K0.02%+9,902+22.8%
418CTASCINTAS CORP$541K0.02%182−5.4%
419MDLZMONDELEZ INTL INC$538K0.02%+67+0.7%
420CRMSALESFORCE INC$537K0.02%342−10.6%
421NEMNEWMONT CORP$535K0.02%7,755−61.1%
422JNKSPDR SERIES TRUST$531K0.02%+99+1.8%
423IWNISHARES TR$524K0.02%103−3.6%
424MTUMISHARES TR$518K0.02%9,239−81.1%
425VPUVANGUARD WORLD FD$518K0.02%478−15.5%
426UBERUBER TECHNOLOGIES INC$517K0.02%+1,434+24.9%
427TROWPRICE T ROWE GROUP INC$516K0.02%+27+0.5%
428OHIOMEGA HEALTHCARE INVS INC$516K0.02%+224+1.9%
429MUBISHARES TR$512K0.02%1,165−19.5%
430GIGBGOLDMAN SACHS ETF TR$512K0.02%+556+5.2%
431RCLROYAL CARIBBEAN GROUP$510K0.02%165−8.2%
432FLBLFRANKLIN TEMPLETON ETF TR$506K0.02%9,482−30.1%
433JDJD.COM INC$506K0.02%+730+4.5%
434PEVERPURE INC$506K0.02%255−2.9%
435TEQIT ROWE PRICE ETF INC$504K0.02%+1,017+10.0%
436ETRENTERGY CORP NEW$501K0.02%+19+0.4%
437VNQVANGUARD INDEX FDS$501K0.02%+601+11.9%
438VHTVANGUARD WORLD FD$500K0.02%141−7.1%
439FGDFIRST TR EXCHANGE-TRADED FD$498K0.02%+15,600NEW
440CGMMCAPITAL GROUP EQUITY ETF TR$497K0.02%+3,852+29.4%
441TIPISHARES TR$497K0.02%591−11.6%
442OKLOOKLO INC$495K0.02%+5,609+128.0%
443ADMARCHER DANIELS MIDLAND CO$493K0.02%+4+0.1%
444SPLVINVESCO EXCH TRADED FD TR II$490K0.02%131−1.9%
445FLRTPACER FDS TR$487K0.02%+733+7.5%
446AFLAFLAC INC$487K0.02%+83+1.9%
447FIWFIRST TR EXCHANGE-TRADED FD$486K0.02%+811+20.8%
448GMGENERAL MTRS CO$485K0.02%6−0.1%
449BNBROOKFIELD CORP$484K0.02%243−2.0%
450DFATDIMENSIONAL ETF TRUST$477K0.02%+3,405+80.5%
451CMCSACOMCAST CORP NEW$474K0.02%+737+4.7%
452PEGPUBLIC SVC ENTERPRISE GROUP$473K0.02%+10+0.2%
453SYYSYSCO CORP$473K0.02%+12+0.2%
454CARRCARRIER GLOBAL CORPORATION$473K0.02%119−1.4%
455BDECINNOVATOR ETFS TRUST$469K0.02%1,500−13.3%
456EWAISHARES INC$468K0.02%57−0.3%
457NAZNUVEEN ARIZONA QLTY MUN INC$467K0.02%HELD
458PFFISHARES TR$466K0.02%443−2.8%
459CITHE CIGNA GROUP$466K0.02%+39+2.3%
460MTBM & T BK CORP$465K0.02%+263+13.2%
461AZNASTRAZENECA PLC$462K0.02%+2,349NEW
462KLACKLA CORP$462K0.02%21−6.3%
463ETHEGRAYSCALE ETHEREUM STAKING E$462K0.02%138−0.5%
464FOCTFIRST TR EXCHNG TRADED FD VI$462K0.02%5,377−35.7%
465SHELSHELL PLC$462K0.02%+608+14.0%
466TJULINNOVATOR ETFS TRUST$460K0.02%11,547−42.4%
467FPXFIRST TR EXCHANGE-TRADED FD$459K0.02%2,416−45.5%
468CHWYCHEWY INC$455K0.02%+227+1.4%
469FEPIETF OPPORTUNITIES TRUST$455K0.02%+1,043+10.0%
470SHLDGLOBAL X FDS$454K0.02%+129+2.1%
471FTECFIDELITY COVINGTON TRUST$453K0.02%105−4.6%
472FFORD MTR CO$452K0.02%8,813−18.4%
473TRVTRAVELERS COMPANIES INC$451K0.02%+202+15.0%
474VCSHVANGUARD SCOTTSDALE FDS$449K0.02%99−1.7%
475AIQGLOBAL X FDS$448K0.02%1,811−15.9%
476NOWSERVICENOW INC$447K0.02%+757+21.5%
477FTAFIRST TR EXCHANGE-TRADED ALP$445K0.02%+1,619+50.6%
478DFIVDIMENSIONAL ETF TRUST$445K0.02%1,072−11.3%
479PMMFBLACKROCK ETF TRUST$442K0.02%+700+18.9%
480BBARRICK MNG CORP$442K0.02%20−0.2%
481ISRGINTUITIVE SURGICAL INC$439K0.02%32−3.3%
482CTVACORTEVA INC$437K0.02%+5,221NEW
483WTAIWISDOMTREE TR$433K0.02%+186+1.2%
484CNQCANADIAN NAT RES LTD MED TER$433K0.02%HELD
485BJULINNOVATOR ETFS TRUST$432K0.02%HELD
486LNGCHENIERE ENERGY INC$430K0.02%156−9.3%
487HYDBISHARES TR$427K0.02%+9,180NEW
488LNTALLIANT ENERGY CORP$425K0.02%+48+0.8%
489CGBLCAPITAL GROUP CORE BALANCED$423K0.02%23,571−65.7%
490ABALLIANCEBERNSTEIN HLDG L P$421K0.02%458−3.9%
491WECWEC ENERGY GROUP INC$421K0.02%+29+0.8%
492VONGVANGUARD SCOTTSDALE FDS$420K0.02%+65+1.7%
493DNLWISDOMTREE TR$418K0.02%HELD
494UNMUNUM GROUP$417K0.02%+21+0.4%
495JCIJOHNSON CONTROLS INTERNATION$417K0.02%6,901−68.4%
496IRMIRON MTN INC DEL$415K0.02%478−10.5%
497WCMIFIRST TR EXCHANGE-TRADED FD$415K0.02%+10,741+76.6%
498VWOBVANGUARD WHITEHALL FDS$415K0.02%+6,321NEW
499NUENUCOR CORP$415K0.02%3,933−61.6%
500LGHNORTHERN LTS FD TR III$413K0.02%2,529−25.8%

Source: SEC EDGAR · accession 0001172661-26-001649. 13F discloses long positions only — shorts, foreign equities, and options are excluded.