Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Advisor OS

Latest statistics and disclosures from Advisor OS's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, MINT, VIG, JAAA, AAPL, and represent 29.29% of Advisor OS's stock portfolio.
Added to shares of these 10 stocks: BKDV (+$24M), PYLD (+$11M), VONV (+$11M), OEF (+$9.5M), VO (+$7.3M), VOO (+$5.2M), SPYV, SAMT, BPRE, VIG.
Started 59 new stock positions in CFG, NKE, MLI, SPLB, AWK, GDLC, IBDT, TOUS, WBD, EW.
Reduced shares in these 10 stocks: IWD (-$37M), AAPL (-$16M), SPMD (-$6.2M), CLIP (-$5.5M), XLF, JAAA, BASG, K, NVDA, VTI.
Sold out of its positions in REIT, ALNY, AstraZeneca, DSM, BFAM, CP, COIN, DD, FAST, FITB.
Advisor OS was a net buyer of stock by $65M.
Advisor OS has $1.3B in assets under management (AUM), dropping by 6.60%.
Central Index Key (CIK): 0001767580

Tip: Access up to 7 years of quarterly data

Positions held by Advisor OS consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Advisor OS

Advisor OS holds 489 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	8.6	$109M	+5%	174k	627.12	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	6.5	$83M		827k	100.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.3	$67M	+4%	303k	219.78	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	4.5	$57M	-3%	1.1M	50.58	View chart
Apple (AAPL)	4.4	$56M	-21%	205k	271.86	View chart
Global X Fds 1-3 Month T-bill (CLIP)	2.8	$36M	-13%	355k	100.11	View chart
Advisors Inner Circle Fd Iii Brown Advisory (BASG)	2.6	$33M	-3%	1.3M	25.87	View chart
Northrop Grumman Corporation (NOC)	2.2	$28M		49k	570.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.1	$27M	+8%	435k	62.50	View chart
NVIDIA Corporation (NVDA)	2.1	$26M	-2%	141k	186.50	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	1.9	$24M	+10446%	839k	29.02	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$21M	+13%	45k	473.30	View chart
Microsoft Corporation (MSFT)	1.7	$21M	+2%	44k	483.63	View chart
Spdr Series Trust State Street Spd (SPYM)	1.5	$19M	-2%	240k	80.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$18M	-3%	54k	338.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.4	$18M	+5%	95k	191.56	View chart
Johnson & Johnson (JNJ)	1.2	$16M	-2%	75k	207.66	View chart
Amazon (AMZN)	0.9	$12M		51k	230.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$11M	+8%	36k	313.00	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.9	$11M	NEW	416k	26.68	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.9	$11M	+13%	458k	23.62	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.8	$11M	NEW	116k	92.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$10M	-2%	15k	682.18	View chart
Ishares Tr S&p 100 Etf (OEF)	0.8	$9.5M	NEW	28k	342.97	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.7	$9.5M		190k	49.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$8.9M	+449%	31k	290.32	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.7	$8.7M		42k	209.12	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.6	$8.0M		159k	50.58	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$7.8M	-5%	76k	101.98	View chart
JPMorgan Chase & Co. (JPM)	0.6	$7.7M	+17%	24k	322.22	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.6	$7.6M	+4%	167k	45.63	View chart
Spdr Series Trust State Street Spd (SPYG)	0.6	$7.4M	+51%	70k	106.70	View chart
Eli Lilly & Co. (LLY)	0.6	$7.2M	+10%	6.7k	1074.68	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$6.6M	-5%	54k	121.61	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.5	$6.2M	+13%	118k	52.87	View chart
Spdr Series Trust State Street Spd (SPSM)	0.5	$6.1M	+11%	131k	46.86	View chart
Meta Platforms Cl A (META)	0.5	$5.8M	-2%	8.8k	659.87	View chart
Broadcom (AVGO)	0.4	$5.5M	+25%	16k	346.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$5.2M		17k	313.81	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.4	$5.1M	+4%	36k	141.43	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$5.1M	+41%	116k	44.41	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$5.1M		218k	23.37	View chart
Abbvie (ABBV)	0.4	$4.8M	+18%	21k	228.43	View chart
Spdr Series Trust State Street Spd (SPYV)	0.4	$4.8M	+254%	84k	56.81	View chart
Merck & Co (MRK)	0.4	$4.4M	+19%	42k	105.26	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.3	$4.4M	+138%	62k	70.99	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$4.3M	-4%	59k	73.56	View chart
Spdr Series Trust State Street Spd (SPTM)	0.3	$4.3M	+4%	52k	82.55	View chart
Wal-Mart Stores (WMT)	0.3	$4.2M	+7%	38k	111.41	View chart
Tesla Motors (TSLA)	0.3	$4.2M	+2%	9.4k	449.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.1M	+5%	16k	257.97	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$4.1M	-9%	28k	143.52	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$4.1M	+21%	88k	46.02	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$3.8M	+2%	7.8k	487.86	View chart
Procter & Gamble Company (PG)	0.3	$3.8M	+9%	26k	143.31	View chart
Visa Com Cl A (V)	0.3	$3.7M	+7%	11k	350.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$3.7M		7.3k	502.65	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$3.5M	+160%	37k	93.06	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$3.4M	-11%	35k	99.88	View chart
McDonald's Corporation (MCD)	0.3	$3.4M	+4%	11k	305.60	View chart
Spdr Series Trust State Street Spd (SPYD)	0.3	$3.2M		74k	43.25	View chart
Coca-Cola Company (KO)	0.2	$3.1M	+13%	45k	69.91	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	0.2	$3.1M	NEW	80k	38.51	View chart
Raytheon Technologies Corp (RTX)	0.2	$3.0M	+15%	16k	183.40	View chart
Costco Wholesale Corporation (COST)	0.2	$3.0M		3.5k	862.38	View chart
Invesco Actively Managed Exc S&p 500 Equal We (RSPA)	0.2	$3.0M	+56%	58k	50.96	View chart
International Business Machines (IBM)	0.2	$2.9M		9.9k	296.20	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$2.9M	+5%	9.5k	303.89	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.8M	+7%	24k	120.34	View chart
Golub Capital BDC (GBDC)	0.2	$2.8M	+2%	209k	13.57	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.8M	-7%	4.1k	684.94	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$2.8M	+83%	20k	143.88	View chart
2023 Etf Series Trust Eagle Capital Se (EAGL)	0.2	$2.8M		86k	32.46	View chart
Bluerock Pvt Real Estate (BPRE)	0.2	$2.8M	NEW	184k	15.00	View chart
Caterpillar (CAT)	0.2	$2.8M	-8%	4.8k	572.42	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.7M	+4%	29k	96.02	View chart
Bank of America Corporation (BAC)	0.2	$2.6M	+8%	48k	55.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$2.6M	+46%	92k	28.48	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$2.6M	+374%	53k	48.70	View chart
Spdr Series Trust State Street Spd (MDYV)	0.2	$2.6M	+173%	30k	84.65	View chart
Invesco Actively Managed Exc Msci Eafe Income (EFAA)	0.2	$2.5M	+52%	47k	54.05	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.4M	+3%	4.2k	570.85	View chart
UnitedHealth (UNH)	0.2	$2.4M	+15%	7.2k	330.13	View chart
Cisco Systems (CSCO)	0.2	$2.3M	+12%	30k	77.03	View chart
McKesson Corporation (MCK)	0.2	$2.3M	+29%	2.8k	820.30	View chart
Reddit Cl A (RDDT)	0.2	$2.3M	-16%	10k	229.87	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.3M	+8%	3.8k	614.31	View chart
Ge Aerospace Com New (GE)	0.2	$2.3M	-5%	7.4k	308.00	View chart
Norfolk Southern (NSC)	0.2	$2.3M	+363%	7.8k	288.73	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$2.2M	-12%	14k	155.04	View chart
Chubb (CB)	0.2	$2.2M		7.1k	312.12	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.2	$2.2M	+9%	41k	52.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.2M		8.8k	246.15	View chart
Spdr Series Trust State Street Spd (SLYG)	0.2	$2.1M		23k	94.20	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$2.1M	-7%	18k	117.52	View chart
Spotify Technology S A SHS (SPOT)	0.2	$2.1M	+27%	3.6k	580.71	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$2.1M		52k	39.59	View chart
Intuit (INTU)	0.2	$2.0M	-4%	2.1k	951.00	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$2.0M	+102%	42k	46.81	View chart
American Express Company (AXP)	0.2	$1.9M	-9%	5.3k	369.95	View chart
Home Depot (HD)	0.2	$1.9M	+4%	5.6k	344.10	View chart
Duke Energy Corp Com New (DUK)	0.2	$1.9M		17k	117.20	View chart
Spdr Series Trust State Street Spd (TFI)	0.2	$1.9M	+2%	42k	45.71	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$1.9M	NEW	45k	42.67	View chart
At&t (T)	0.1	$1.9M	-9%	75k	24.84	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$1.9M	+156%	20k	92.43	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.8M	+629%	79k	23.03	View chart
Spdr Series Trust State Street Spd (SPIB)	0.1	$1.8M	+345%	53k	33.81	View chart
Williams Companies (WMB)	0.1	$1.7M		29k	60.10	View chart
Southern Company (SO)	0.1	$1.7M	+5%	19k	87.20	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$1.7M	+481%	63k	26.47	View chart
Amgen (AMGN)	0.1	$1.6M	-6%	4.9k	327.31	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.6M		1.5k	1069.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.6M	+8%	4.0k	396.31	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.1	$1.6M	+12%	62k	25.48	View chart
Spinnaker Etf Series Genter Cap Munic (GENM)	0.1	$1.6M	NEW	152k	10.29	View chart
Vontier Corporation (VNT)	0.1	$1.5M	+27%	40k	37.18	View chart
Global X Fds S&p 500 Catholic (CATH)	0.1	$1.5M	+7%	18k	82.23	View chart
Casey's General Stores (CASY)	0.1	$1.5M	-8%	2.7k	552.71	View chart
Flex Ord (FLEX)	0.1	$1.5M	-19%	24k	60.42	View chart
Chevron Corporation (CVX)	0.1	$1.4M	+21%	9.5k	152.41	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$1.4M		5.7k	251.17	View chart
Cardinal Health (CAH)	0.1	$1.4M	-5%	6.9k	205.50	View chart
Pepsi (PEP)	0.1	$1.4M	+7%	9.8k	143.57	View chart
Qualcomm (QCOM)	0.1	$1.4M	-18%	8.2k	170.08	View chart
Dell Technologies CL C (DELL)	0.1	$1.4M	+9%	11k	125.89	View chart
Danaher Corporation (DHR)	0.1	$1.4M		6.1k	228.92	View chart
Waste Management (WM)	0.1	$1.4M	+6%	6.3k	219.71	View chart
Medtronic SHS (MDT)	0.1	$1.4M	-3%	14k	96.06	View chart
Manhattan Associates (MANH)	0.1	$1.4M	+28%	7.9k	173.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.4M	-3%	11k	120.19	View chart
Abbott Laboratories (ABT)	0.1	$1.3M		11k	125.28	View chart
Quanta Services (PWR)	0.1	$1.3M		3.1k	422.06	View chart
Netflix (NFLX)	0.1	$1.3M	+786%	14k	93.76	View chart
Cummins (CMI)	0.1	$1.2M		2.4k	514.67	View chart
Philip Morris International (PM)	0.1	$1.2M	+2%	7.8k	160.40	View chart
Walt Disney Company (DIS)	0.1	$1.2M	+6%	11k	113.77	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.2M		23k	52.88	View chart
Amphenol Corp Cl A (APH)	0.1	$1.2M	-5%	9.0k	135.14	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.2M	+18%	39k	29.90	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.2M	+10%	6.1k	190.99	View chart
TJX Companies (TJX)	0.1	$1.2M	+48%	7.6k	153.60	View chart
Verisk Analytics (VRSK)	0.1	$1.2M	+4%	5.2k	223.70	View chart
Rentokil Initial Sponsored Adr (RTO)	0.1	$1.2M	-2%	39k	29.45	View chart
Kroger (KR)	0.1	$1.1M	-4%	18k	62.43	View chart
AmerisourceBergen (COR)	0.1	$1.1M	+27%	3.4k	338.19	View chart
Carrier Global Corporation (CARR)	0.1	$1.1M		22k	52.84	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.1M	-9%	6.4k	177.75	View chart
Omni (OMC)	0.1	$1.1M	+55%	14k	80.79	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$1.1M	+13%	28k	40.23	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.1M	+24%	6.4k	173.49	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.1M	+6%	11k	99.91	View chart
Calamos Etf Tr S&p 500 Structu (CPSD)	0.1	$1.1M		42k	26.02	View chart
SYSCO Corporation (SYY)	0.1	$1.1M		15k	73.60	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$1.1M	+45%	30k	35.33	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.1M	+5%	1.9k	566.36	View chart
Calamos Etf Tr S&p 500 Strcturd (CPSN)	0.1	$1.1M		39k	26.91	View chart
Oneok (OKE)	0.1	$1.1M	+2%	14k	73.50	View chart
Alliant Energy Corporation (LNT)	0.1	$1.1M	-2%	16k	65.00	View chart
Blackrock (BLK)	0.1	$1.0M	+19%	981.00	1070.30	View chart
Kkr & Co (KKR)	0.1	$1.0M	-6%	8.1k	127.44	View chart
Kinder Morgan (KMI)	0.1	$1.0M	-4%	37k	27.49	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$997k	-4%	19k	53.83	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$981k	-8%	3.8k	258.79	View chart
Pfizer (PFE)	0.1	$980k	+7%	39k	24.90	View chart
Deere & Company (DE)	0.1	$977k	+4%	2.1k	465.70	View chart
Wabtec Corporation (WAB)	0.1	$970k	+4%	4.5k	213.45	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$963k	+55%	3.6k	268.33	View chart
Uber Technologies (UBER)	0.1	$960k	-3%	12k	81.71	View chart
Enterprise Products Partners (EPD)	0.1	$957k		30k	32.06	View chart
Republic Services (RSG)	0.1	$946k		4.5k	211.93	View chart
Oracle Corporation (ORCL)	0.1	$943k		4.8k	194.91	View chart
Ecolab (ECL)	0.1	$935k	+35%	3.6k	262.60	View chart
Servicenow (NOW)	0.1	$918k	+333%	6.0k	153.19	View chart
Motorola Solutions Com New (MSI)	0.1	$912k		2.4k	383.00	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$903k		21k	42.87	View chart
Cadence Design Systems (CDNS)	0.1	$899k	+2%	2.9k	312.58	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$894k	-11%	1.9k	468.76	View chart
American Electric Power Company (AEP)	0.1	$884k	+8%	7.7k	115.31	View chart
Progressive Corporation (PGR)	0.1	$880k	-11%	3.9k	227.72	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$873k		11k	82.32	View chart
Archer Daniels Midland Company (ADM)	0.1	$872k	+61%	15k	57.48	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.1	$868k	+4%	17k	50.66	View chart
Morgan Stanley Com New (MS)	0.1	$865k	+26%	4.9k	177.53	View chart
Ge Vernova (GEV)	0.1	$865k	-6%	1.3k	653.50	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$845k	+3%	2.3k	360.13	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$843k	NEW	28k	30.20	View chart
Monolithic Power Systems (MPWR)	0.1	$833k	-17%	919.00	906.37	View chart
Marvell Technology (MRVL)	0.1	$826k	-30%	9.7k	84.98	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$822k	+42%	30k	27.43	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$817k		13k	64.31	View chart
Lockheed Martin Corporation (LMT)	0.1	$814k	+41%	1.7k	483.62	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$813k	+11%	5.1k	160.97	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$800k	-97%	3.8k	210.34	View chart
Micron Technology (MU)	0.1	$798k		2.8k	285.42	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$797k	NEW	9.9k	80.63	View chart
Ameriprise Financial (AMP)	0.1	$796k	+22%	1.6k	490.35	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$794k	-3%	48k	16.49	View chart
Spdr Series Trust State Street Spd (SPLB)	0.1	$792k	NEW	35k	22.58	View chart
Kimberly-Clark Corporation (KMB)	0.1	$792k	+6%	7.8k	100.88	View chart
Allstate Corporation (ALL)	0.1	$792k		3.8k	208.15	View chart
Capital One Financial (COF)	0.1	$790k		3.3k	242.40	View chart
eBay (EBAY)	0.1	$774k	+14%	8.9k	87.10	View chart
Equifax (EFX)	0.1	$764k	+9%	3.5k	216.98	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$756k	+2%	19k	40.86	View chart
Applied Materials (AMAT)	0.1	$753k	-19%	2.9k	257.00	View chart
Rb Global (RBA)	0.1	$751k	-3%	7.3k	102.87	View chart
Wells Fargo & Company (WFC)	0.1	$744k	-3%	8.0k	93.22	View chart
Lamb Weston Hldgs (LW)	0.1	$736k	-2%	18k	41.89	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$733k	+2%	16k	45.57	View chart
Advanced Micro Devices (AMD)	0.1	$731k		3.4k	214.16	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$729k	+3%	6.6k	110.15	View chart
Palo Alto Networks (PANW)	0.1	$729k	-8%	4.0k	184.20	View chart
Altria (MO)	0.1	$721k	-6%	13k	57.66	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$716k	-29%	39k	18.22	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$716k	-5%	4.4k	161.63	View chart
Datadog Cl A Com (DDOG)	0.1	$709k	-13%	5.2k	135.99	View chart
NetApp (NTAP)	0.1	$707k	-7%	6.6k	107.09	View chart
Analog Devices (ADI)	0.1	$706k	+42%	2.6k	271.00	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$700k	-42%	15k	46.29	View chart
Arista Networks Com Shs (ANET)	0.1	$700k		5.3k	131.03	View chart
Gilead Sciences (GILD)	0.1	$699k	+8%	5.7k	122.74	View chart
Rivernorth Opprtunities Fd I (RIV)	0.1	$699k	+11%	60k	11.74	View chart
Union Pacific Corporation (UNP)	0.1	$698k		3.0k	231.50	View chart
Nextera Energy (NEE)	0.1	$695k	+81%	8.7k	80.28	View chart
PPG Industries (PPG)	0.1	$694k	-3%	6.8k	102.45	View chart
Parker-Hannifin Corporation (PH)	0.1	$691k	+6%	786.00	878.96	View chart
Verizon Communications (VZ)	0.1	$688k	-2%	17k	40.73	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$687k		26k	26.23	View chart
Palmer Square Capital Bdc In Com Shs (PSBD)	0.1	$685k	NEW	56k	12.19	View chart
Amphastar Pharmaceuticals (AMPH)	0.1	$680k		25k	26.78	View chart
Us Bancorp Del Com New (USB)	0.1	$672k	+92%	13k	53.36	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$668k	+23%	6.9k	96.16	View chart
salesforce (CRM)	0.1	$665k	+8%	2.5k	264.92	View chart
Automatic Data Processing (ADP)	0.1	$663k	+20%	2.6k	257.23	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$662k	+18%	7.4k	89.46	View chart
Phillips 66 (PSX)	0.1	$662k	+12%	5.1k	129.08	View chart
Lam Research Corp Com New (LRCX)	0.1	$661k	-3%	3.9k	171.16	View chart
Deckers Outdoor Corporation (DECK)	0.1	$659k	+20%	6.4k	103.67	View chart
Boeing Company (BA)	0.1	$650k	+2%	3.0k	217.12	View chart
Booking Holdings (BKNG)	0.1	$648k	+32%	121.00	5355.33	View chart
Sempra Energy (SRE)	0.1	$642k	-24%	7.3k	88.29	View chart
Anthem (ELV)	0.1	$642k	+3%	1.8k	350.54	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.1	$640k		8.0k	80.22	View chart
Hca Holdings (HCA)	0.1	$640k		1.4k	466.96	View chart
Lowe's Companies (LOW)	0.1	$639k	+78%	2.6k	241.18	View chart
Nfj Dividend Interest (NFJ)	0.1	$637k	+7%	49k	12.89	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.1	$637k	+5%	5.9k	107.79	View chart
Amdocs SHS (DOX)	0.0	$632k	-8%	7.9k	80.51	View chart
Stryker Corporation (SYK)	0.0	$630k	+95%	1.8k	351.19	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$621k		7.8k	79.73	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.0	$620k	+9%	37k	17.01	View chart
Nortonlifelock (GEN)	0.0	$610k	-19%	22k	27.19	View chart
Kinsale Cap Group (KNSL)	0.0	$610k	+9%	1.6k	391.20	View chart
Constellation Energy (CEG)	0.0	$608k	+2%	1.7k	353.30	View chart
Airbnb Com Cl A (ABNB)	0.0	$603k	-8%	4.4k	135.72	View chart
West Pharmaceutical Services (WST)	0.0	$599k	-12%	2.2k	275.14	View chart
Cintas Corporation (CTAS)	0.0	$591k	-29%	3.1k	188.00	View chart
Adobe Systems Incorporated (ADBE)	0.0	$587k	+9%	1.7k	350.00	View chart
Thermo Fisher Scientific (TMO)	0.0	$579k	+14%	999.00	579.45	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$577k	+7%	3.7k	154.17	View chart
Corebridge Finl (CRBG)	0.0	$577k	+18%	19k	30.17	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.0	$572k	+6%	25k	23.04	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.0	$570k		12k	46.68	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.0	$567k	+42%	23k	24.82	View chart
Citigroup Com New (C)	0.0	$567k		4.9k	116.69	View chart
ConocoPhillips (COP)	0.0	$562k	+24%	6.0k	93.62	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$556k	-8%	3.4k	162.01	View chart
American Tower Reit (AMT)	0.0	$540k	+188%	3.1k	175.55	View chart
Api Group Corp Com Stk (APG)	0.0	$531k	+5%	14k	38.26	View chart
Williams-Sonoma (WSM)	0.0	$528k	+10%	3.0k	178.59	View chart
Proshares Tr Russell 2000 Hig (ITWO)	0.0	$527k	-8%	13k	39.70	View chart
Snowflake Com Shs (SNOW)	0.0	$524k	+3%	2.4k	219.36	View chart
Novo-nordisk A S Adr (NVO)	0.0	$520k	-6%	10k	50.88	View chart
Carlisle Companies (CSL)	0.0	$519k	+26%	1.6k	319.80	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$517k	+79%	5.2k	99.22	View chart
Marathon Petroleum Corp (MPC)	0.0	$509k		3.1k	162.62	View chart
Asa Gold And Precious Mtls L SHS (ASA)	0.0	$508k	-17%	8.5k	59.67	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$502k		15k	32.62	View chart
Veralto Corp Com Shs (VLTO)	0.0	$499k	-16%	5.0k	99.77	View chart
Goldman Sachs (GS)	0.0	$492k	-12%	560.00	879.00	View chart
Ametek (AME)	0.0	$490k	+14%	2.4k	205.31	View chart
Cbre Group Cl A (CBRE)	0.0	$486k	+9%	3.0k	160.79	View chart
Dick's Sporting Goods (DKS)	0.0	$484k	+7%	2.4k	198.10	View chart
United Parcel Service CL B (UPS)	0.0	$483k	NEW	4.9k	99.19	View chart
Lpl Financial Holdings (LPLA)	0.0	$477k	-7%	1.3k	357.28	View chart
Clean Harbors (CLH)	0.0	$477k	+33%	2.0k	234.48	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$471k	-8%	17k	27.21	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$470k		8.6k	54.71	View chart
Bristol Myers Squibb (BMY)	0.0	$465k	+14%	8.6k	53.94	View chart
Kla Corp Com New (KLAC)	0.0	$462k	-56%	380.00	1215.00	View chart
Linde SHS (LIN)	0.0	$459k	+8%	1.1k	426.37	View chart
Hldgs (UAL)	0.0	$454k	+9%	4.1k	111.82	View chart
Metropcs Communications (TMUS)	0.0	$448k	-2%	2.2k	203.62	View chart
Welltower Inc Com reit (WELL)	0.0	$447k	+7%	2.4k	185.67	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$446k	-14%	3.0k	148.67	View chart
Honeywell International (HON)	0.0	$445k	+35%	2.3k	195.09	View chart
Intel Corporation (INTC)	0.0	$443k	+4%	12k	36.90	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$439k		7.6k	58.12	View chart
Dynatrace Com New (DT)	0.0	$438k	+5%	10k	43.34	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$437k	-4%	5.4k	81.17	View chart
Hubbell (HUBB)	0.0	$436k	-15%	981.00	444.12	View chart
Brown & Brown (BRO)	0.0	$435k	+4%	5.5k	79.72	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$435k	+29%	17k	25.75	View chart
Henry Schein (HSIC)	0.0	$434k	+5%	5.7k	75.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$431k	+6%	6.5k	65.95	View chart
Comfort Systems USA (FIX)	0.0	$428k	-16%	458.00	934.09	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$428k	NEW	8.9k	48.11	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$426k	NEW	18k	24.28	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.0	$425k		7.5k	56.69	View chart
Xpo Logistics Inc equity (XPO)	0.0	$425k		3.1k	135.91	View chart
Samsara Com Cl A (IOT)	0.0	$423k	NEW	12k	35.45	View chart
Hdfc Bank Sponsored Ads (HDB)	0.0	$422k	+11%	12k	36.54	View chart
3M Company (MMM)	0.0	$421k	+14%	2.6k	160.13	View chart
W.R. Berkley Corporation (WRB)	0.0	$420k	-5%	6.0k	70.12	View chart
CSX Corporation (CSX)	0.0	$419k	+2%	12k	36.25	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$414k		7.7k	53.37	View chart
Travelers Companies (TRV)	0.0	$409k		1.4k	289.89	View chart
Invesco Exch Traded Fd Tr Ii Esg S&p 500 Eql (RSPE)	0.0	$408k	+3%	14k	29.79	View chart
Masco Corporation (MAS)	0.0	$405k	+16%	6.4k	63.46	View chart
Rollins (ROL)	0.0	$404k		6.7k	60.02	View chart
SEI Investments Company (SEIC)	0.0	$404k	-8%	4.9k	82.02	View chart
Bank of New York Mellon Corporation (BK)	0.0	$403k	+7%	3.5k	116.09	View chart
Intercontinental Exchange (ICE)	0.0	$400k	+9%	2.5k	161.96	View chart
Prudential Financial (PRU)	0.0	$400k	-2%	3.5k	112.89	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$398k	-22%	17k	24.04	View chart
L3harris Technologies (LHX)	0.0	$397k	+4%	1.4k	293.57	View chart
Campbell Soup Company (CPB)	0.0	$397k	-8%	14k	27.87	View chart
Spdr Series Trust State Street Spd (SHM)	0.0	$396k	+15%	8.2k	47.99	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$395k	+51%	8.6k	45.88	View chart
Eaton Corp SHS (ETN)	0.0	$393k	-30%	1.2k	318.49	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$392k		8.6k	45.51	View chart
Eversource Energy (ES)	0.0	$390k	+5%	5.8k	67.33	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$389k		4.6k	84.64	View chart
Western Asset Emerging Mrkts Dbt Fnd (EMD)	0.0	$384k		36k	10.63	View chart
Martin Marietta Materials (MLM)	0.0	$384k	+7%	616.00	622.66	View chart
Flowserve Corporation (FLS)	0.0	$384k	+13%	5.5k	69.38	View chart
AutoZone (AZO)	0.0	$383k		113.00	3391.51	View chart
Emcor (EME)	0.0	$382k	+6%	625.00	611.79	View chart
Trimble Navigation (TRMB)	0.0	$380k	+5%	4.9k	78.37	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.0	$379k		3.0k	126.46	View chart
Air Products & Chemicals (APD)	0.0	$377k	NEW	1.5k	247.00	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$377k		4.0k	94.82	View chart
General Dynamics Corporation (GD)	0.0	$372k	+2%	1.1k	338.80	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$368k		3.3k	110.96	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$366k	NEW	4.4k	82.81	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.0	$365k		7.5k	48.72	View chart
Northern Trust Corporation (NTRS)	0.0	$355k	NEW	2.6k	136.55	View chart
Colgate-Palmolive Company (CL)	0.0	$351k	NEW	4.4k	79.03	View chart
Rockwell Automation (ROK)	0.0	$350k	+7%	900.00	388.53	View chart
Tcw Etf Trust Transform System (PWRD)	0.0	$349k	NEW	3.6k	96.15	View chart
Nike CL B (NKE)	0.0	$345k	NEW	5.4k	63.71	View chart
Zurn Water Solutions Corp Zws (ZWS)	0.0	$343k	-3%	7.4k	46.49	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$342k	-94%	5.9k	57.91	View chart
Becton, Dickinson and (BDX)	0.0	$338k	+5%	1.7k	194.15	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$337k	NEW	12k	28.82	View chart
Jack Henry & Associates (JKHY)	0.0	$336k	+7%	1.8k	182.48	View chart
Howmet Aerospace (HWM)	0.0	$334k	+47%	1.6k	205.02	View chart
Aon Shs Cl A (AON)	0.0	$330k	+2%	936.00	353.00	View chart
S&p Global (SPGI)	0.0	$330k	+2%	632.00	522.20	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$330k		10k	32.73	View chart
Tenet Healthcare Corp Com New (THC)	0.0	$328k	+7%	1.6k	198.72	View chart
Mueller Industries (MLI)	0.0	$327k	NEW	2.8k	114.80	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$326k	NEW	14k	22.88	View chart
Carlyle Group (CG)	0.0	$325k	-7%	5.5k	59.11	View chart
Watsco, Incorporated (WSO)	0.0	$324k	-6%	959.00	337.75	View chart
Fair Isaac Corporation (FICO)	0.0	$323k	+29%	191.00	1690.65	View chart
MetLife (MET)	0.0	$318k	-6%	4.0k	79.00	View chart
Allegion Ord Shs (ALLE)	0.0	$318k	-5%	2.0k	159.22	View chart
United Therapeutics Corporation (UTHR)	0.0	$317k	-21%	650.00	487.25	View chart
Shell Spon Ads (SHEL)	0.0	$316k	NEW	4.3k	73.48	View chart
Regions Financial Corporation (RF)	0.0	$314k	NEW	12k	27.10	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$312k	+33%	7.6k	41.08	View chart
Strategy Cl A New (MSTR)	0.0	$312k	-4%	2.1k	151.95	View chart
Monster Beverage Corp (MNST)	0.0	$312k	-2%	4.1k	76.67	View chart
Diageo Spon Adr New (DEO)	0.0	$311k		3.6k	86.27	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.0	$310k	+3%	22k	13.91	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$310k	-3%	4.5k	69.40	View chart
Prologis (PLD)	0.0	$310k	+32%	2.4k	127.63	View chart
Hartford Financial Services (HIG)	0.0	$307k	+4%	2.2k	137.80	View chart
Nordson Corporation (NDSN)	0.0	$307k		1.3k	240.43	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$306k		10k	30.07	View chart
Corning Incorporated (GLW)	0.0	$305k		3.5k	87.56	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$303k		2.3k	130.00	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$303k	NEW	14k	22.07	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$299k	NEW	5.9k	50.86	View chart
Applovin Corp Com Cl A (APP)	0.0	$298k	+19%	442.00	673.82	View chart
Target Corporation (TGT)	0.0	$292k	NEW	3.0k	97.75	View chart
Steris Shs Usd (STE)	0.0	$291k	NEW	1.1k	253.52	View chart
Dominion Resources (D)	0.0	$291k	+10%	5.0k	58.59	View chart
Sherwin-Williams Company (SHW)	0.0	$285k	+4%	878.00	324.46	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$283k		3.8k	74.18	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$281k		551.00	510.74	View chart
Arch Cap Group Ord (ACGL)	0.0	$281k	+6%	2.9k	95.92	View chart
Broadridge Financial Solutions (BR)	0.0	$281k		1.3k	224.26	View chart
Iqvia Holdings (IQV)	0.0	$281k	+16%	1.2k	225.41	View chart
Alliance Data Systems Corporation (BFH)	0.0	$279k		3.8k	74.03	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$275k		999.00	275.33	View chart
Ul Solutions Class A Com Shs (ULS)	0.0	$274k	+4%	3.5k	78.86	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$273k	+10%	11k	25.07	View chart
Entergy Corporation (ETR)	0.0	$272k		2.9k	92.43	View chart
Cooper Cos (COO)	0.0	$271k	-2%	3.3k	81.96	View chart
First Tr Exchng Traded Fd Vi Skybridge Crypto (CRPT)	0.0	$270k		18k	15.01	View chart
Lennox International (LII)	0.0	$269k	-11%	553.00	485.58	View chart
Bentley Sys Com Cl B (BSY)	0.0	$268k	-7%	7.0k	38.17	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$267k	-5%	1.7k	153.03	View chart
Harley-Davidson (HOG)	0.0	$266k	-10%	13k	20.49	View chart
Royal Caribbean Cruises (RCL)	0.0	$266k	-15%	953.00	278.92	View chart
Primo Brands Corporation Class A Com Shs (PRMB)	0.0	$266k	+56%	16k	16.35	View chart
Cloudflare Cl A Com (NET)	0.0	$265k	+2%	1.3k	197.15	View chart
Standardaero (SARO)	0.0	$264k	NEW	9.2k	28.68	View chart
Canadian Natl Ry (CNI)	0.0	$263k	NEW	2.7k	98.85	View chart
Tempur-Pedic International (SGI)	0.0	$260k	+14%	2.9k	89.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$260k	+7%	9.7k	26.91	View chart
Otis Worldwide Corp (OTIS)	0.0	$259k	-6%	3.0k	87.37	View chart
Calamos Etf Tr Russell 2000 Str (CPRJ)	0.0	$258k	-12%	9.6k	26.77	View chart
Trane Technologies SHS (TT)	0.0	$258k	+2%	663.00	389.00	View chart
Antero Midstream Corp antero midstream (AM)	0.0	$257k		14k	17.78	View chart
Vistra Energy (VST)	0.0	$251k	+4%	1.6k	161.31	View chart
Lincoln Electric Holdings (LECO)	0.0	$251k		1.0k	239.73	View chart
Vanguard World Health Car Etf (VHT)	0.0	$251k		871.00	287.69	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$246k	-89%	4.5k	54.76	View chart
Boston Scientific Corporation (BSX)	0.0	$245k		2.6k	95.35	View chart
Chipotle Mexican Grill (CMG)	0.0	$245k	-67%	6.6k	37.00	View chart
T Rowe Price Etf International Eq (TOUS)	0.0	$243k	NEW	7.1k	34.50	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$242k	-12%	1.2k	199.68	View chart
Paychex (PAYX)	0.0	$241k		2.2k	112.14	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$241k	-12%	3.5k	69.42	View chart
Universal Display Corporation (OLED)	0.0	$241k		2.1k	116.78	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$239k		1.7k	139.34	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$239k		30k	8.11	View chart
Public Service Enterprise (PEG)	0.0	$237k	+5%	2.9k	80.30	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$235k	NEW	1.1k	222.63	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$233k	NEW	9.1k	25.45	View chart
Citizens Financial (CFG)	0.0	$233k	NEW	4.0k	58.41	View chart
SLB Com Stk (SLB)	0.0	$230k	NEW	6.0k	38.38	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$229k	NEW	8.7k	26.33	View chart
Cyberark Software SHS (CYBR)	0.0	$228k		512.00	446.06	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$227k	NEW	2.5k	91.38	View chart
Unum (UNM)	0.0	$227k	+2%	2.9k	77.51	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$226k	NEW	4.3k	52.41	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$226k	-5%	5.0k	45.18	View chart
Tapestry (TPR)	0.0	$225k	NEW	1.8k	127.68	View chart
Carvana Cl A (CVNA)	0.0	$225k	NEW	533.00	422.02	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$225k	+7%	9.2k	24.50	View chart
Msci (MSCI)	0.0	$222k		387.00	573.62	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$221k	+3%	6.8k	32.75	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$221k	NEW	9.1k	24.23	View chart
American Water Works (AWK)	0.0	$220k	NEW	1.7k	130.46	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.0	$220k	-53%	3.7k	59.93	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.0	$219k	NEW	5.3k	41.32	View chart
EOG Resources (EOG)	0.0	$219k	-39%	2.1k	105.01	View chart
Servicetitan Shs Cl A (TTAN)	0.0	$218k	NEW	2.0k	106.50	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$218k	-15%	4.4k	49.65	View chart
CVS Caremark Corporation (CVS)	0.0	$218k		2.7k	79.33	View chart
Starbucks Corporation (SBUX)	0.0	$216k	NEW	2.6k	84.20	View chart
Pool Corporation (POOL)	0.0	$215k		939.00	228.83	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$214k	-20%	2.0k	107.11	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$213k	NEW	843.00	253.00	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.0	$213k	NEW	9.0k	23.71	View chart
Bj's Wholesale Club Holdings (BJ)	0.0	$211k		2.3k	90.03	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$211k	NEW	1.4k	148.93	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$211k	NEW	2.2k	94.20	View chart
Truist Financial Corp equities (TFC)	0.0	$211k	NEW	4.3k	49.22	View chart
Edwards Lifesciences (EW)	0.0	$211k	NEW	2.5k	85.25	View chart
Ross Stores (ROST)	0.0	$210k	NEW	1.2k	180.14	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$210k	NEW	1.7k	121.78	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$210k	-14%	3.1k	68.36	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.0	$208k	-6%	858.00	242.82	View chart
Alcon Ord Shs (ALC)	0.0	$208k	-65%	2.6k	78.81	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.0	$207k	+16%	12k	17.56	View chart
Spdr Series Trust State Street Spd (FLRN)	0.0	$205k	NEW	6.7k	30.73	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$205k	NEW	2.3k	90.00	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.0	$205k	NEW	2.6k	78.86	View chart
Synopsys (SNPS)	0.0	$204k	-28%	434.00	470.00	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$204k	-2%	4.4k	46.59	View chart
Cigna Corp (CI)	0.0	$203k	-12%	739.00	275.23	View chart
Wec Energy Group (WEC)	0.0	$203k	-41%	1.9k	105.44	View chart
Allegheny Technologies Incorporated (ATI)	0.0	$202k	NEW	1.8k	114.76	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$202k	-21%	11k	17.67	View chart
Darden Restaurants (DRI)	0.0	$202k	-5%	1.1k	184.00	View chart
PPL Corporation (PPL)	0.0	$201k	-3%	5.7k	35.02	View chart
Cheniere Energy Com New (LNG)	0.0	$201k	+3%	1.0k	194.39	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$194k		30k	6.47	View chart
Clough Global Equity Fund closed-end fund (GLQ)	0.0	$168k		22k	7.66	View chart
Ford Motor Company (F)	0.0	$166k	+14%	13k	13.12	View chart
Spinnaker Etf Series Genter Cap Taxab (GENT)	0.0	$154k		15k	10.38	View chart
Nuveen Multi Asset Income Fu (NMAI)	0.0	$136k		10k	13.04	View chart
Ready Cap Corp Com reit (RC)	0.0	$51k		23k	2.18	View chart

Past Filings by Advisor OS

SEC 13F filings are viewable for Advisor OS going back to 2020

Advisor OS 2025 Q4 filed Feb. 4, 2026
Advisor OS 2025 Q3 filed Nov. 12, 2025
Advisor OS 2025 Q2 filed Aug. 14, 2025
Advisor OS 2025 Q1 filed May 6, 2025
Advisor OS 2024 Q4 filed Feb. 5, 2025
Advisor OS 2024 Q3 filed Nov. 4, 2024
Advisor OS 2024 Q2 filed Aug. 5, 2024
Advisor OS 2024 Q1 filed May 9, 2024
Advisor OS 2023 Q4 filed Feb. 8, 2024
Advisor OS 2023 Q3 filed Nov. 3, 2023
Advisor OS 2023 Q2 filed Aug. 8, 2023
Advisor OS 2023 Q1 filed April 25, 2023
Advisor OS 2022 Q4 filed Feb. 1, 2023
Advisor OS 2022 Q3 filed Nov. 4, 2022
Advisor OS 2022 Q2 filed Aug. 2, 2022
Advisor OS 2022 Q1 filed May 11, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z