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OneAscent Financial Services

Latest statistics and disclosures from OneAscent Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are OACP, OAIM, OALC, OASC, OAEM, and represent 34.51% of OneAscent Financial Services's stock portfolio.
Added to shares of these 10 stocks: OACP (+$93M), OAIM (+$73M), OALC (+$71M), OASC (+$38M), OAEM (+$26M), ELCV (+$25M), NVDA (+$16M), IBD (+$15M), VGIT (+$15M), AAPL (+$13M).
Started 72 new stock positions in MPWR, HBAN, MITQ, AG, GSK, BAI, FPX, SNDK, SIVR, EEMA.
Reduced shares in these 10 stocks: , , , IBTG (-$16M), IBTF (-$16M), IBTH (-$16M), SPSM (-$13M), FBND (-$11M), , .
Sold out of its positions in ARKF, TBG, ABEV, AEP, AWK, BP, FNGS, MQY, BFLY, AI.
OneAscent Financial Services was a net buyer of stock by $308M.
OneAscent Financial Services has $1.1B in assets under management (AUM), dropping by -27.72%.
Central Index Key (CIK): 0001780985

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Portfolio Holdings for OneAscent Financial Services

OneAscent Financial Services holds 454 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
Unified Ser Tr Oneascent Core P (OACP)	10.4	$113M	+467%	4.9M	23.04	View chart
Unified Ser Tr Oneascent Intl (OAIM)	8.9	$97M	+305%	2.3M	41.39	View chart
Unified Ser Tr Oneascent Large (OALC)	8.3	$90M	+365%	2.5M	35.45	View chart
Unified Ser Tr Oneascent Enhanc (OASC)	4.0	$43M	+788%	1.5M	29.45	View chart
Unified Ser Tr Oneascent Emgrg (OAEM)	2.9	$32M	+437%	861k	36.63	View chart
Strategy Eventide High Di (ELCV)	2.6	$28M	+743%	1.1M	26.54	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	2.3	$25M	-14%	103k	248.19	View chart
NVIDIA Corporation (NVDA)	1.9	$21M	+328%	112k	186.50	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.8	$20M	+265%	333k	59.93	View chart
Apple (AAPL)	1.7	$18M	+279%	66k	271.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$16M	+8%	25k	627.14	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	1.4	$16M	+5756%	639k	24.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.3	$14M	+1393%	41k	335.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$13M	+207%	26k	502.65	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.9	$9.9M		211k	47.08	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.9	$9.8M	+56%	117k	83.75	View chart
Microsoft Corporation (MSFT)	0.8	$9.0M	+43%	19k	483.63	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$7.8M	+85%	98k	79.73	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$7.8M	+1024%	99k	78.81	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.7	$7.7M	+598%	197k	39.38	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$7.6M	+507%	19k	396.31	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$7.3M	+28%	25k	290.22	View chart
Tidal Trust Iii Affordable Hous (OWNS)	0.7	$7.3M	+869%	416k	17.46	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.6	$7.1M	+449%	134k	52.81	View chart
Ssga Active Tr State Street Bla (HYBL)	0.6	$6.9M	+662%	241k	28.44	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.6	$6.7M	+129%	255k	26.49	View chart
Amazon (AMZN)	0.6	$6.6M	+235%	29k	230.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$6.2M	+171%	9.1k	681.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$6.0M	+1342%	250k	24.04	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$6.0M	+8%	227k	26.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$5.9M	+71%	19k	313.00	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.5	$5.9M	NEW	36k	163.59	View chart
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)	0.5	$5.9M	+575%	136k	43.21	View chart
Tesla Motors (TSLA)	0.5	$5.8M	+267%	13k	449.72	View chart
Northern Lts Fd Tr Iv Inspire Growth E (GLRY)	0.5	$5.8M	-24%	162k	35.82	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.5	$5.8M	+4%	140k	41.45	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$5.6M	+5%	187k	30.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$5.5M	+498%	11k	487.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$5.3M	+29%	164k	32.62	View chart
First Merchants Corporation (FRME)	0.5	$5.1M	+1321%	136k	37.48	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$4.9M	+202%	67k	74.07	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.4	$4.8M	+46%	132k	36.48	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.4	$4.7M	+483%	105k	45.13	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.4	$4.7M	+14%	37k	127.11	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$4.7M	NEW	55k	85.77	View chart
Eli Lilly & Co. (LLY)	0.4	$4.6M	+229%	4.3k	1074.79	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.4	$4.6M	NEW	92k	49.86	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$4.4M	+1129%	15k	302.10	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.4	$4.3M	+9%	95k	45.02	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$4.3M	+5%	144k	29.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$4.0M	+640%	21k	190.99	View chart
Elevation Series Trust Sovereigns Capit (SOVF)	0.3	$3.7M	+623%	128k	29.18	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.3	$3.7M	+12%	95k	38.58	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.3M		13k	257.96	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$3.3M		72k	46.08	View chart
First Tr Exchange-traded SHS (FDL)	0.3	$3.3M		23k	139.15	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$3.3M	+4%	43k	75.44	View chart
Costco Wholesale Corporation (COST)	0.3	$3.1M	+355%	3.6k	862.42	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.3	$3.0M	+8%	63k	48.70	View chart
Strategy Eventide Large C (ESLG)	0.3	$3.0M	NEW	120k	24.96	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.3	$3.0M	+92%	78k	38.53	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$3.0M	+2%	108k	27.62	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.8M	+11%	8.8k	322.23	View chart
Procter & Gamble Company (PG)	0.3	$2.8M	+105%	19k	143.31	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.7M	+8%	41k	67.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.7M	+101%	8.7k	313.80	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$2.7M	-4%	33k	82.48	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$2.6M		112k	23.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$2.5M	+14%	40k	62.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$2.5M	+41%	4.0k	614.26	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$2.4M		6.2k	386.85	View chart
Northern Lts Fd Tr Iv Inspire Fidelis (FDLS)	0.2	$2.4M	-6%	67k	35.74	View chart
Ishares Msci Em Asia Etf (EEMA)	0.2	$2.4M	NEW	25k	94.02	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.2	$2.4M	NEW	60k	39.15	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.2	$2.3M	+580%	24k	96.84	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$2.3M	-3%	33k	69.47	View chart
Broadcom (AVGO)	0.2	$2.2M	+262%	6.5k	346.12	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.2	$2.1M	NEW	54k	39.45	View chart
Prologis (PLD)	0.2	$2.0M	+267%	16k	127.66	View chart
Abbvie (ABBV)	0.2	$2.0M	+185%	8.8k	228.50	View chart
Wal-Mart Stores (WMT)	0.2	$2.0M	+253%	18k	111.41	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$2.0M	-6%	25k	79.45	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.2	$1.9M	-2%	55k	35.35	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.9M	-47%	6.9k	279.14	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.2	$1.9M	-3%	22k	86.15	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$1.9M		44k	43.64	View chart
Coherent Corp (COHR)	0.2	$1.9M		10k	184.56	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.2	$1.9M	-3%	49k	39.10	View chart
American Centy Etf Tr Diversified Mu (TAXF)	0.2	$1.8M		37k	50.38	View chart
First Tr Exchange-traded SHS (QTEC)	0.2	$1.8M	-5%	8.0k	230.21	View chart
Visa Com Cl A (V)	0.2	$1.8M	+98%	5.2k	350.74	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.8M	+2%	74k	24.37	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$1.8M	-3%	17k	105.69	View chart
Caterpillar (CAT)	0.2	$1.8M	-9%	3.1k	572.88	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.8M	+66%	15k	120.34	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.2	$1.8M	+177%	72k	24.82	View chart
Strategy Eventide Us Mrkt (ESUM)	0.2	$1.7M	+97%	64k	26.93	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.7M	+656%	7.9k	211.79	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$1.7M	+4%	1.6k	1069.93	View chart
Abrdn Global Premier Pptys F Com Sh Ben Int (AWP)	0.2	$1.7M	+21%	435k	3.84	View chart
Johnson & Johnson (JNJ)	0.2	$1.7M	+47%	8.0k	206.95	View chart
Chevron Corporation (CVX)	0.2	$1.7M	+214%	11k	152.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.6M	+110%	59k	27.43	View chart
Cummins (CMI)	0.1	$1.6M	+19%	3.2k	510.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.6M	+4%	7.1k	219.78	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.6M	+47%	2.1k	753.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.5M	+571%	2.2k	684.96	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$1.5M	+9%	31k	48.32	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.5M	+33%	17k	88.49	View chart
Bank of America Corporation (BAC)	0.1	$1.5M	+110%	27k	55.00	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$1.5M	+8%	13k	110.96	View chart
UnitedHealth (UNH)	0.1	$1.4M	+511%	4.3k	330.11	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$1.4M	+43%	37k	38.22	View chart
Marvell Technology (MRVL)	0.1	$1.4M	+3%	16k	84.98	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.4M		49k	28.48	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.1	$1.4M	+15%	28k	48.36	View chart
Advanced Micro Devices (AMD)	0.1	$1.3M	+110%	6.3k	214.17	View chart
Home Depot (HD)	0.1	$1.3M	+58%	3.8k	344.07	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.3M	+179%	26k	49.65	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$1.3M	-21%	55k	23.65	View chart
Sei Exchange Traded Funds Select Intl Equi (SEIE)	0.1	$1.3M	+2%	40k	32.53	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.1	$1.2M		24k	51.40	View chart
Us Bancorp Del Com New (USB)	0.1	$1.2M		23k	53.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.2M	+473%	23k	53.76	View chart
Trust For Professional Man Mairs & Pwr Minn (MINN)	0.1	$1.2M	+10%	53k	22.55	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$1.2M	+38%	17k	71.45	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$1.2M	NEW	10k	113.82	View chart
International Business Machines (IBM)	0.1	$1.2M	+193%	3.9k	296.23	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$1.1M	-2%	20k	56.69	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$1.1M	+2%	7.1k	162.01	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$1.1M	+19%	21k	54.05	View chart
Fluor Corporation (FLR)	0.1	$1.1M		28k	39.63	View chart
Crossmark Etf Trust Large Cap Val (CLCV)	0.1	$1.1M	NEW	42k	26.61	View chart
Wells Fargo & Company (WFC)	0.1	$1.1M	+10%	12k	93.20	View chart
Palo Alto Networks (PANW)	0.1	$1.1M		6.0k	184.20	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.1M	+3%	4.9k	224.66	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.1M	+69%	1.9k	570.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$1.1M	+5%	31k	34.26	View chart
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM)	0.1	$1.1M	-3%	39k	27.35	View chart
Blackrock Etf Trust Disciplined Vola (BDVL)	0.1	$1.1M	NEW	43k	24.81	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.1M		14k	73.56	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.1	$1.0M		19k	55.22	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.0M	NEW	3.6k	287.89	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.0M	+257%	9.5k	107.11	View chart
Huntington Ingalls Inds (HII)	0.1	$1.0M		3.0k	340.02	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$1.0M	+163%	13k	76.23	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.1	$1.0M	-30%	22k	45.45	View chart
Meta Platforms Cl A (META)	0.1	$1.0M	+35%	1.5k	660.02	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$990k	+34%	25k	39.11	View chart
At&t (T)	0.1	$990k	+142%	40k	24.84	View chart
First Tr Exch Trd Alphdx Europe Alphadex (FEP)	0.1	$987k	-4%	18k	53.75	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$982k	NEW	38k	25.61	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$970k	+2%	2.7k	360.16	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$956k	+9%	6.7k	143.52	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$947k	-57%	25k	38.32	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$941k	-16%	8.3k	113.86	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$936k		21k	45.53	View chart
Digital Realty Trust (DLR)	0.1	$933k	-35%	6.0k	154.71	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$927k	+155%	10k	90.00	View chart
General Motors Company (GM)	0.1	$920k	+11%	11k	81.32	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.1	$919k		14k	67.17	View chart
Amgen (AMGN)	0.1	$909k	+11%	2.8k	327.34	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.1	$907k	+78%	14k	63.50	View chart
American Express Company (AXP)	0.1	$899k	+25%	2.4k	369.98	View chart
Etf Ser Solutions Us Diversified (PPTY)	0.1	$896k	+14%	30k	30.11	View chart
Palantir Technologies Cl A (PLTR)	0.1	$883k	+110%	5.0k	177.74	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$881k	+34%	13k	68.76	View chart
Spdr Series Trust State Street Spd (CWB)	0.1	$880k	-25%	9.9k	89.20	View chart
Cisco Systems (CSCO)	0.1	$880k	-4%	11k	77.03	View chart
Crossmark Etf Trust Large Cap Grow (CLCG)	0.1	$871k	NEW	32k	27.00	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$865k	-15%	24k	36.82	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$852k	-3%	26k	32.75	View chart
Merck & Co (MRK)	0.1	$851k	+10%	8.1k	105.27	View chart
Walt Disney Company (DIS)	0.1	$841k	+162%	7.4k	113.77	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$837k		10k	81.17	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$825k		9.2k	89.43	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$821k		7.0k	117.52	View chart
Abbott Laboratories (ABT)	0.1	$817k	+297%	6.5k	125.30	View chart
TJX Companies (TJX)	0.1	$799k	+151%	5.2k	153.62	View chart
Nucor Corporation (NUE)	0.1	$793k		4.9k	163.11	View chart
Southern Company (SO)	0.1	$787k	+115%	9.0k	87.20	View chart
Parker-Hannifin Corporation (PH)	0.1	$781k	+6%	889.00	878.97	View chart
Oracle Corporation (ORCL)	0.1	$773k	+43%	4.0k	194.93	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$769k	+124%	11k	71.62	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.1	$769k		36k	21.15	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$764k	-9%	30k	25.08	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$764k		12k	64.79	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$756k	+31%	1.7k	444.56	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$753k		15k	49.19	View chart
Invesco Db Multi-sector Comm Precious Metal (DBP)	0.1	$751k	+59%	7.3k	102.81	View chart
Greif Cl A (GEF)	0.1	$748k		11k	67.70	View chart
First Tr Exchange Traded Energy Alphadx (FXN)	0.1	$744k		45k	16.47	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.1	$732k	+15%	24k	30.45	View chart
Micron Technology (MU)	0.1	$722k	+111%	2.5k	285.47	View chart
McDonald's Corporation (MCD)	0.1	$714k	+36%	2.3k	305.60	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$708k	+56%	14k	50.59	View chart
Qualcomm (QCOM)	0.1	$707k	+208%	4.1k	171.05	View chart
Nextera Energy (NEE)	0.1	$706k	+13%	8.8k	80.28	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$699k	-8%	6.1k	115.10	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$697k	-29%	14k	50.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$685k	+29%	10k	66.00	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.1	$681k	+14%	32k	21.23	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.1	$680k		27k	24.77	View chart
Capital One Financial (COF)	0.1	$680k	+86%	2.8k	242.35	View chart
Bristol Myers Squibb (BMY)	0.1	$678k	+29%	13k	53.94	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.1	$677k	+84%	13k	53.11	View chart
Trust For Professional Man Jensen Quality (JGRW)	0.1	$672k		25k	27.07	View chart
Vanguard World Utilities Etf (VPU)	0.1	$666k	+25%	3.6k	185.02	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$660k	-63%	5.2k	126.66	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$656k	+255%	4.6k	143.98	View chart
Flex Ord (FLEX)	0.1	$653k	+37%	11k	60.42	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$646k	+3%	13k	50.86	View chart
salesforce (CRM)	0.1	$645k	+14%	2.4k	264.91	View chart
Adobe Systems Incorporated (ADBE)	0.1	$637k	+201%	1.8k	350.00	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$633k	-9%	22k	28.84	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$624k	+19%	13k	49.46	View chart
Lockheed Martin Corporation (LMT)	0.1	$618k	+18%	1.3k	483.52	View chart
Key (KEY)	0.1	$618k		30k	20.64	View chart
Sensient Technologies Corporation (SXT)	0.1	$616k	NEW	6.6k	93.95	View chart
Booking Holdings (BKNG)	0.1	$605k	+20%	113.00	5355.33	View chart
Duke Energy Corp Com New (DUK)	0.1	$602k	+12%	5.1k	117.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$600k	+148%	6.7k	89.46	View chart
Boeing Company (BA)	0.1	$600k	+158%	2.8k	217.15	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.1	$598k	+38%	12k	51.50	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$596k	+7%	4.2k	143.33	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$595k	+2%	3.9k	154.14	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$591k		6.3k	93.08	View chart
Ge Vernova (GEV)	0.1	$590k	+52%	903.00	653.59	View chart
Marathon Petroleum Corp (MPC)	0.1	$581k	+17%	3.6k	162.63	View chart
Xcel Energy (XEL)	0.1	$578k	NEW	7.8k	73.86	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$571k	+56%	10k	54.77	View chart
Coca-Cola Company (KO)	0.1	$571k	+52%	8.2k	69.91	View chart
Lam Research Corp Com New (LRCX)	0.1	$568k	+73%	3.3k	171.16	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$567k	-17%	11k	50.29	View chart
Trane Technologies SHS (TT)	0.1	$565k	+73%	1.5k	389.20	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$563k	-2%	5.5k	101.98	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$562k	-7%	12k	48.11	View chart
Millicom Intl Cellular S A Com Stk (TIGO)	0.1	$559k	+25%	10k	55.44	View chart
Metropcs Communications (TMUS)	0.1	$558k		2.7k	203.05	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$558k	-20%	22k	24.94	View chart
Sei Exchange Traded Funds Select Small Cap (SEIS)	0.1	$553k	+4%	20k	27.94	View chart
S&p Global (SPGI)	0.1	$553k	+22%	1.1k	522.74	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$545k	NEW	4.9k	110.19	View chart
Edison International (EIX)	0.0	$541k		9.0k	60.02	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$541k	+33%	5.9k	91.38	View chart
Valero Energy Corporation (VLO)	0.0	$537k	+16%	3.3k	162.79	View chart
Airbnb Com Cl A (ABNB)	0.0	$529k	+28%	3.9k	135.72	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$519k	-26%	16k	33.02	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$519k	+47%	1.7k	303.84	View chart
Verizon Communications (VZ)	0.0	$511k	+49%	13k	40.73	View chart
Sei Exchange Traded Funds Select Emerging (SEEM)	0.0	$508k		16k	31.13	View chart
Genpact SHS (G)	0.0	$508k	+23%	11k	46.78	View chart
Comcast Corp Cl A (CMCSA)	0.0	$506k	+114%	17k	29.89	View chart
HEICO Corporation (HEI)	0.0	$504k	+15%	1.6k	323.57	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$502k	+4%	4.9k	102.39	View chart
Automatic Data Processing (ADP)	0.0	$496k	-10%	1.9k	257.24	View chart
Intuit (INTU)	0.0	$494k	+59%	745.00	662.42	View chart
Invesco Db Multi-sector Comm Base Metals Fd (DBB)	0.0	$493k	NEW	22k	22.94	View chart
Popular Com New (BPOP)	0.0	$491k	+16%	3.9k	124.52	View chart
FedEx Corporation (FDX)	0.0	$491k	+36%	1.7k	288.93	View chart
Steel Dynamics (STLD)	0.0	$490k		2.9k	169.44	View chart
Paypal Holdings (PYPL)	0.0	$489k	-48%	8.4k	58.38	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$486k	-47%	4.9k	99.88	View chart
Ishares Msci Gbl Etf New (PICK)	0.0	$483k	+68%	9.4k	51.34	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$482k	-2%	7.1k	67.43	View chart
Kla Corp Com New (KLAC)	0.0	$476k	+60%	392.00	1214.82	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$464k	+51%	1.9k	246.17	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.0	$464k	-25%	9.7k	47.93	View chart
First Tr Exchange Traded Nasdaq Bk Etf (FTXO)	0.0	$460k	-49%	12k	37.79	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.0	$458k	-6%	8.6k	53.36	View chart
Applovin Corp Com Cl A (APP)	0.0	$458k	-2%	679.00	673.82	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$457k	+39%	22k	20.89	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$450k	-11%	4.6k	98.50	View chart
Pepsi (PEP)	0.0	$447k	+24%	3.1k	143.53	View chart
Invesco Exchange Traded Fd T Building & Const (PKB)	0.0	$445k	+35%	4.8k	92.59	View chart
ConocoPhillips (COP)	0.0	$442k	+20%	4.7k	93.61	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$436k	+18%	931.00	468.76	View chart
Netflix (NFLX)	0.0	$436k	+866%	4.7k	93.75	View chart
Gilead Sciences (GILD)	0.0	$429k	+25%	3.5k	122.75	View chart
Ford Motor Company (F)	0.0	$429k	+20%	33k	13.12	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.0	$424k	NEW	18k	23.34	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$422k	+5%	699.00	603.25	View chart
Entergy Corporation (ETR)	0.0	$421k	+34%	4.6k	92.42	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$417k	NEW	8.8k	47.51	View chart
Charles Schwab Corporation (SCHW)	0.0	$414k	+92%	4.1k	99.90	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$413k	+50%	4.8k	85.37	View chart
Uber Technologies (UBER)	0.0	$405k	NEW	5.0k	81.71	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$399k	+55%	3.3k	120.18	View chart
Raytheon Technologies Corp (RTX)	0.0	$395k	+31%	2.2k	183.36	View chart
Kroger (KR)	0.0	$393k	+11%	6.3k	62.48	View chart
Rollins (ROL)	0.0	$393k	+40%	6.5k	60.02	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$390k	-3%	5.2k	74.27	View chart
Ge Aerospace Com New (GE)	0.0	$390k	+4%	1.3k	308.15	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$383k	+86%	17k	22.43	View chart
McKesson Corporation (MCK)	0.0	$381k	+17%	464.00	820.64	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$376k	+63%	2.7k	136.92	View chart
Ameriprise Financial (AMP)	0.0	$376k	+60%	766.00	490.21	View chart
Winmark Corporation (WINA)	0.0	$375k	+2%	927.00	404.93	View chart
3M Company (MMM)	0.0	$374k		2.3k	160.13	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$374k	NEW	3.9k	95.22	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$374k	-68%	2.4k	154.81	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$371k		2.2k	167.94	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.0	$371k	+3%	16k	22.84	View chart
CVS Caremark Corporation (CVS)	0.0	$371k	+4%	4.7k	79.37	View chart
Colgate-Palmolive Company (CL)	0.0	$367k	+22%	4.6k	79.02	View chart
Pfizer (PFE)	0.0	$367k		15k	24.90	View chart
Enbridge (ENB)	0.0	$363k	-2%	7.6k	47.83	View chart
Old Dominion Freight Line (ODFL)	0.0	$361k	NEW	2.3k	156.80	View chart
Cigna Corp (CI)	0.0	$361k	+30%	1.3k	275.15	View chart
Stryker Corporation (SYK)	0.0	$357k	+77%	1.0k	351.53	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$357k		8.1k	44.32	View chart
Pinnacle Financial Partners	0.0	$355k		3.7k	95.41	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$348k	-62%	2.2k	155.12	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$348k	+42%	2.0k	177.37	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$347k	NEW	3.6k	96.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$345k	+15%	729.00	473.47	View chart
O'reilly Automotive (ORLY)	0.0	$344k		3.8k	91.21	View chart
Nasdaq Omx (NDAQ)	0.0	$342k	NEW	3.5k	97.12	View chart
Union Pacific Corporation (UNP)	0.0	$341k	+2%	1.5k	231.39	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$341k	-75%	7.7k	44.47	View chart
MDU Resources (MDU)	0.0	$339k		17k	19.52	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$339k	NEW	4.8k	70.98	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$337k	+7%	14k	23.67	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$336k	-5%	7.2k	46.80	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$336k	+12%	1.7k	198.62	View chart
Applied Materials (AMAT)	0.0	$334k	+3%	1.3k	257.01	View chart
D.R. Horton (DHI)	0.0	$333k	+29%	2.3k	144.04	View chart
Nvent Electric SHS (NVT)	0.0	$333k	NEW	3.3k	101.95	View chart
Altria (MO)	0.0	$330k	+78%	5.7k	57.66	View chart
Roper Industries (ROP)	0.0	$329k	NEW	740.00	445.07	View chart
Nrg Energy Com New (NRG)	0.0	$328k	-2%	2.1k	159.24	View chart
Honeywell International (HON)	0.0	$328k	+6%	1.7k	195.06	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.0	$325k		7.2k	45.01	View chart
XP Cl A (XP)	0.0	$325k	+7%	20k	16.37	View chart
Allstate Corporation (ALL)	0.0	$325k	+13%	1.6k	208.15	View chart
Putnam Etf Trust Franklin Muni Hi (FTMH)	0.0	$322k	NEW	28k	11.57	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$319k	-37%	3.9k	82.82	View chart
Williams Companies (WMB)	0.0	$314k	+16%	5.2k	60.11	View chart
Norfolk Southern (NSC)	0.0	$314k	+55%	1.1k	288.66	View chart
Analog Devices (ADI)	0.0	$313k	+13%	1.2k	271.31	View chart
Morgan Stanley Com New (MS)	0.0	$313k		1.8k	177.56	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.0	$312k		22k	14.17	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$312k		991.00	314.80	View chart
Generac Holdings (GNRC)	0.0	$312k	+8%	2.3k	136.37	View chart
Fortinet (FTNT)	0.0	$309k	+11%	3.9k	79.41	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.0	$306k		6.3k	48.72	View chart
American Tower Reit (AMT)	0.0	$305k	+54%	1.7k	175.52	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$303k	NEW	735.00	412.77	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.0	$302k	NEW	14k	21.00	View chart
Tyler Technologies (TYL)	0.0	$302k	+25%	665.00	453.95	View chart
Philip Morris International (PM)	0.0	$299k	+15%	1.9k	160.38	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.0	$299k	NEW	9.0k	33.30	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$296k	+17%	2.8k	106.72	View chart
Enterprise Products Partners (EPD)	0.0	$295k		9.2k	32.06	View chart
Roblox Corp Cl A (RBLX)	0.0	$294k	NEW	3.6k	81.03	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$293k	+7%	3.8k	76.92	View chart
Servicenow (NOW)	0.0	$292k	+507%	1.9k	153.19	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$290k	+7%	3.9k	75.06	View chart
Capital Group Conservative E SHS (CGCV)	0.0	$290k	+9%	9.5k	30.49	View chart
Guardant Health (GH)	0.0	$290k	NEW	2.8k	102.14	View chart
Targa Res Corp (TRGP)	0.0	$289k	NEW	1.6k	184.52	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.0	$289k	-25%	11k	25.48	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$288k	NEW	2.9k	97.76	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$287k	+18%	1.8k	160.93	View chart
Oneok (OKE)	0.0	$285k	+4%	3.9k	73.50	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$285k	-22%	4.4k	64.42	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)	0.0	$284k	-2%	6.2k	46.13	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.0	$280k	-37%	11k	25.48	View chart
Royal Caribbean Cruises (RCL)	0.0	$279k	-44%	1.0k	279.00	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$279k	+2%	4.9k	56.96	View chart
Waste Management (WM)	0.0	$277k	+32%	1.3k	219.77	View chart
Arista Networks Com Shs (ANET)	0.0	$277k	NEW	2.1k	131.03	View chart
Capital Group Core Balanced SHS (CGBL)	0.0	$275k	NEW	7.8k	35.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$274k	-3%	2.2k	123.26	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$272k	-2%	11k	25.60	View chart
Manulife Finl Corp (MFC)	0.0	$271k		7.5k	36.28	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$270k	NEW	2.2k	121.61	View chart
Whirlpool Corporation (WHR)	0.0	$269k	-55%	3.7k	72.14	View chart
Cme (CME)	0.0	$269k	+10%	983.00	273.16	View chart
Constellation Energy (CEG)	0.0	$266k	+7%	753.00	353.30	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$265k	NEW	963.00	275.39	View chart
Fastenal Company (FAST)	0.0	$265k	+10%	6.6k	40.13	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$265k	+20%	2.8k	96.27	View chart
Wec Energy Group (WEC)	0.0	$264k	NEW	2.5k	105.46	View chart
CSX Corporation (CSX)	0.0	$261k		7.2k	36.25	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.0	$261k	+10%	2.4k	109.65	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$257k	NEW	3.6k	71.41	View chart
Lowe's Companies (LOW)	0.0	$257k	-63%	1.1k	241.12	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.0	$257k	+4%	2.1k	121.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$256k	+6%	9.5k	26.91	View chart
General Dynamics Corporation (GD)	0.0	$256k	-63%	760.00	336.68	View chart
Xometry Class A Com (XMTR)	0.0	$254k	NEW	4.3k	59.47	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$254k	-4%	1.8k	138.46	View chart
Steris Shs Usd (STE)	0.0	$254k	NEW	1.0k	253.52	View chart
EastGroup Properties (EGP)	0.0	$253k	NEW	1.4k	178.17	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$250k	+18%	4.6k	53.83	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.0	$246k		12k	21.20	View chart
Danaher Corporation (DHR)	0.0	$245k	+5%	1.1k	228.90	View chart
Vistra Energy (VST)	0.0	$244k	NEW	1.5k	161.38	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.0	$243k	-48%	12k	20.61	View chart
Fs Kkr Capital Corp (FSK)	0.0	$242k	+3%	16k	14.81	View chart
Rb Global (RBA)	0.0	$242k	+25%	2.4k	102.85	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.0	$241k	-23%	5.3k	45.69	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$240k	-10%	5.4k	44.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.0	$240k		5.1k	47.34	View chart
Monolithic Power Systems (MPWR)	0.0	$239k	NEW	263.00	907.75	View chart
First Tr Exchange-traded Mngd Futrs Strgy (FMF)	0.0	$237k		5.0k	47.05	View chart
Franklin Templeton Holdings Respbly Srcd Gld (FGDL)	0.0	$235k	NEW	4.1k	57.60	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$234k	-14%	2.4k	97.80	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$231k	NEW	3.4k	67.64	View chart
Royalty Pharma Shs Class A (RPRX)	0.0	$231k	NEW	6.0k	38.64	View chart
Talen Energy Corp (TLN)	0.0	$230k	NEW	614.00	374.84	View chart
Blackrock (BLK)	0.0	$230k	+6%	215.00	1070.34	View chart
Motorola Solutions Com New (MSI)	0.0	$229k	+25%	598.00	383.28	View chart
GSK Sponsored Adr (GSK)	0.0	$229k	NEW	4.7k	49.04	View chart
Mettler-Toledo International (MTD)	0.0	$229k	NEW	164.00	1394.19	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$227k	NEW	2.2k	101.67	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.0	$226k	-56%	5.1k	44.08	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$224k	NEW	4.7k	47.56	View chart
Autodesk (ADSK)	0.0	$223k	+3%	753.00	296.03	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$222k	NEW	4.2k	52.77	View chart
Ftai Aviation SHS (FTAI)	0.0	$222k	NEW	1.1k	196.85	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$220k	NEW	4.1k	53.88	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$219k	NEW	1.8k	124.21	View chart
Spdr Series Trust State Street Spd (SPTI)	0.0	$219k	NEW	7.6k	28.84	View chart
Timothy Plan Intl Etf (TPIF)	0.0	$219k	-77%	6.3k	34.68	View chart
Royal Gold (RGLD)	0.0	$217k	NEW	977.00	222.29	View chart
Sandisk Corp (SNDK)	0.0	$216k	NEW	911.00	237.51	View chart
Ferguson Enterprises Common Stock New (FERG)	0.0	$216k	NEW	970.00	222.69	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.0	$215k		4.5k	47.85	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	0.0	$213k	-83%	9.1k	23.42	View chart
Intuitive Surgical Com New (ISRG)	0.0	$212k	-80%	374.00	566.36	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$209k		809.00	258.63	View chart
Houlihan Lokey Cl A (HLI)	0.0	$208k	NEW	1.2k	174.25	View chart
Starbucks Corporation (SBUX)	0.0	$208k	+3%	2.5k	84.21	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$208k	-3%	6.7k	30.96	View chart
Franklin Electric (FELE)	0.0	$207k	-47%	2.2k	95.53	View chart
Sap Se Spon Adr (SAP)	0.0	$206k	NEW	849.00	242.83	View chart
International Paper Company (IP)	0.0	$205k	NEW	5.2k	39.39	View chart
Spdr Index Shs Fds Asia Pacif Etf (GMF)	0.0	$205k	-6%	1.5k	138.77	View chart
Parsons Corporation (PSN)	0.0	$204k		3.3k	61.80	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$203k	-6%	4.5k	45.05	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$202k	NEW	4.7k	42.87	View chart
Goldman Sachs (GS)	0.0	$201k	NEW	229.00	879.00	View chart
Eaton Corp SHS (ETN)	0.0	$201k	-70%	630.00	318.51	View chart
Lithia Motors (LAD)	0.0	$200k	NEW	602.00	332.39	View chart
First Majestic Silver Corp (AG)	0.0	$198k	NEW	12k	16.66	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.0	$178k		22k	8.01	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$174k	NEW	10k	17.35	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$171k		17k	9.97	View chart
Vizsla Silver Corp Com New (VZLA)	0.0	$164k	+50%	30k	5.47	View chart
DNP Select Income Fund (DNP)	0.0	$135k	+5%	14k	9.99	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$114k	NEW	21k	5.40	View chart
Moving Image Technologies In Common Stock (MITQ)	0.0	$66k	NEW	100k	0.66	View chart

Past Filings by OneAscent Financial Services

SEC 13F filings are viewable for OneAscent Financial Services going back to 2019

OneAscent Financial Services 2025 Q4 filed Feb. 11, 2026
OneAscent Financial Services 2025 Q3 amended filed Oct. 31, 2025
OneAscent Financial Services 2025 Q3 filed Oct. 22, 2025
OneAscent Financial Services 2025 Q2 filed Aug. 12, 2025
OneAscent Financial Services 2025 Q1 filed May 5, 2025
OneAscent Financial Services 2024 Q4 filed Feb. 12, 2025
OneAscent Financial Services 2024 Q3 filed Nov. 7, 2024
OneAscent Financial Services 2024 Q2 filed July 17, 2024
OneAscent Financial Services 2024 Q1 filed April 16, 2024
OneAscent Financial Services 2023 Q4 filed Jan. 11, 2024
OneAscent Financial Services 2023 Q3 filed Oct. 13, 2023
OneAscent Financial Services 2023 Q2 filed July 10, 2023
OneAscent Financial Services 2023 Q1 filed April 17, 2023
OneAscent Financial Services 2022 Q4 filed Jan. 12, 2023
OneAscent Financial Services 2022 Q3 filed Nov. 2, 2022
OneAscent Financial Services 2022 Q2 filed Aug. 8, 2022

View all past filings

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