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

Operose Advisors

Latest statistics and disclosures from Operose Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VYM, VOO, VEA, SCHF, and represent 51.66% of Operose Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$6.0M), VTWO (+$5.8M), VEA (+$5.1M), SCHF, VB, NFLX, AVGO, META, AMZN, MSFT.
Started 57 new stock positions in VLO, DFNM, THRO, IEUR, GOVI, XLK, DFLV, MBB, METL, LUV.
Reduced shares in these 10 stocks: VO, IJR, VOT, VYM, VTI, EXAS, IDV, IWB, PFF, RBRK.
Sold out of its positions in AEE, BP, COF, CAKE, CTAS, FDX, FTEC, GWW, IBN, SPGP.
Operose Advisors was a net buyer of stock by $22M.
Operose Advisors has $429M in assets under management (AUM), dropping by 6.98%.
Central Index Key (CIK): 0001909750

Tip: Access up to 7 years of quarterly data

Positions held by Operose Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Operose Advisors

Operose Advisors holds 472 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 Total Stock Market ETF Etf (VTI)	18.4	$79M		236k	335.28	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	11.4	$49M	-2%	341k	143.52	View chart
Vanguard S&P 500 ETF Etf (VOO)	7.6	$32M	+22%	52k	627.21	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	7.5	$32M	+18%	518k	62.47	View chart
Schwab International Equity ETF Etf (SCHF)	6.8	$29M	+20%	1.2M	24.04	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	2.6	$11M	-16%	92k	120.18	View chart
Vanguard Mid-Cap ETF Etf (VO)	2.5	$11M	-27%	36k	290.27	View chart
Spdr S&p 500 Etf Etf (SPY)	2.1	$9.1M	-2%	13k	681.92	View chart
Vanguard Mid-Cap Growth ETF Etf (VOT)	2.1	$9.0M	-16%	32k	279.15	View chart
Vanguard Russell 2000 ETF Etf (VTWO)	1.4	$5.9M	+17259%	59k	99.52	View chart
Microsoft Corp Common (MSFT)	1.2	$5.3M	+8%	11k	483.62	View chart
Broadcom Common (AVGO)	1.2	$5.2M	+11%	15k	346.10	View chart
iShares International Select Dividend ETF Etf (IDV)	1.2	$5.0M	-9%	128k	39.45	View chart
NVIDIA Corp Common (NVDA)	1.1	$4.8M		26k	186.50	View chart
iShares Russell 2000 ETF Etf (IWM)	1.0	$4.3M	+6%	17k	246.16	View chart
Apple Common (AAPL)	1.0	$4.2M		15k	271.87	View chart
Alphabet Inc Class A Common (GOOGL)	0.9	$3.8M	+3%	12k	312.98	View chart
Vanguard Small-Cap ETF Etf (VB)	0.8	$3.2M	+182%	13k	257.95	View chart
iShares Select Dividend ETF Etf (DVY)	0.7	$3.2M		23k	141.15	View chart
Vanguard Russell 1000 Growth ETF Etf (VONG)	0.7	$3.2M	-2%	26k	121.75	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.7	$3.0M	+7%	4.4k	684.95	View chart
iShares S&P 500 Growth ETF Etf (IVW)	0.6	$2.7M		22k	123.26	View chart
Ishares Core MSCI EAFE Etf (IEFA)	0.6	$2.7M		30k	89.46	View chart
Amazon.com Common (AMZN)	0.6	$2.7M	+23%	12k	230.82	View chart
Ishares S&P 500 Value ETF Etf (IVE)	0.6	$2.7M		13k	212.07	View chart
iShares Core S&P Mid-Cap ETF Etf (IJH)	0.6	$2.7M	-5%	40k	66.00	View chart
iShares S&P Mid-Cap 400 Value ETF Etf (IJJ)	0.5	$2.3M		18k	131.59	View chart
Facebook Common (META)	0.5	$2.3M	+30%	3.5k	660.09	View chart
Schwab US Broad Market ETF Etf (SCHB)	0.5	$2.3M		87k	26.23	View chart
Netflix Common (NFLX)	0.5	$2.2M	+943%	24k	93.76	View chart
Goldman Sachs Group Common (GS)	0.5	$2.2M		2.5k	879.00	View chart
Ishares S&P Mid Cap 400 ETF Etf (IJK)	0.5	$2.1M		22k	96.88	View chart
Vanguard FTSE All-World ex-US ETF Etf (VEU)	0.5	$2.0M		28k	73.56	View chart
Advanced Micro Devices Common (AMD)	0.4	$1.9M		8.7k	214.16	View chart
McDonald's Corp Common (MCD)	0.4	$1.8M		5.9k	305.66	View chart
Artisan Partners Asset Management Common (APAM)	0.4	$1.7M		43k	40.74	View chart
Vanguard Growth ETF Etf (VUG)	0.4	$1.6M		3.3k	487.82	View chart
iShares MSCI EAFE Value Etf (EFV)	0.4	$1.6M		22k	71.41	View chart
Vanguard Russell 3000 ETF Etf (VTHR)	0.3	$1.5M		4.9k	300.33	View chart
Morgan Stanley Common (MS)	0.3	$1.4M		7.6k	177.54	View chart
International Business Machines Corp Common (IBM)	0.3	$1.3M	-6%	4.5k	296.21	View chart
JPMorgan Chase & Co Common (JPM)	0.3	$1.3M		4.1k	322.22	View chart
iShares S&P Small-Cap 600 Value ETF Etf (IJS)	0.3	$1.3M		12k	113.73	View chart
Vanguard Value ETF Etf (VTV)	0.3	$1.3M		6.6k	190.99	View chart
Berkshire Hathaway Common (BRK.B)	0.3	$1.3M		2.5k	502.65	View chart
Ishares Core High Dividend ETF Etf (HDV)	0.3	$1.2M	+5%	10k	121.61	View chart
SPDR S&P 500 Fossil Fuel Rsrv Free ETF Etf (SPYX)	0.3	$1.2M	+40%	22k	56.19	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.3	$1.1M	-6%	2.4k	473.34	View chart
Bank of America Corp Common (BAC)	0.3	$1.1M		20k	55.00	View chart
Caterpillar Common (CAT)	0.2	$1.0M		1.8k	573.03	View chart
WisdomTree US LargeCap Dividend ETF Etf (DLN)	0.2	$1.0M		12k	88.08	View chart
Chevron Corp Common (CVX)	0.2	$1.0M		6.7k	152.41	View chart
AbbVie Common (ABBV)	0.2	$1.0M		4.5k	228.49	View chart
iShares Russell Mid-Cap ETF Etf (IWR)	0.2	$1.0M		11k	96.27	View chart
Convergence Long Short Equity Etf Etf (CLSE)	0.2	$1.0M		37k	27.33	View chart
Home Depot Common (HD)	0.2	$994k		2.9k	344.11	View chart
Eli Lilly and Common (LLY)	0.2	$936k		871.00	1074.68	View chart
Alphabet Inc Class C Common (GOOG)	0.2	$915k		2.9k	313.80	View chart
Vanguard Short-Term Bond ETF Etf (BSV)	0.2	$911k	-4%	12k	78.80	View chart
At&t Common (T)	0.2	$900k		36k	24.84	View chart
Exxon Mobil Corp Common (XOM)	0.2	$883k		7.3k	120.34	View chart
Visa Common (V)	0.2	$861k	+11%	2.5k	350.71	View chart
Verizon Communications Common (VZ)	0.2	$826k	+2%	20k	40.73	View chart
Invesco Senior Loan ETF Etf (BKLN)	0.2	$821k	+9%	39k	21.00	View chart
Lowe's Companies Common (LOW)	0.2	$803k		3.3k	241.16	View chart
iShares National Muni Bond ETF Etf (MUB)	0.2	$760k	+57%	7.1k	107.11	View chart
3M Common (MMM)	0.2	$715k		4.5k	160.10	View chart
Vanguard ESG International Stock ETF Etf (VSGX)	0.2	$714k	+4%	10k	71.62	View chart
iShares Global Infrastructure ETF Etf (IGF)	0.2	$695k		11k	61.36	View chart
Ishares MSCI EAFE ETF Etf (EFA)	0.2	$680k	+9%	7.1k	96.03	View chart
McKesson Corp Common (MCK)	0.2	$675k		823.00	820.29	View chart
iShares S&P Small-Cap 600 Growth ETF Etf (IJT)	0.2	$673k		4.8k	141.16	View chart
Dimensional US Marketwide Value ETF Etf (DFUV)	0.2	$663k	+88%	14k	46.59	View chart
Brady Corp Common (BRC)	0.2	$656k		8.4k	78.37	View chart
Tpg Partners Llc Cl A Common (TPG)	0.1	$638k		10k	63.84	View chart
Ciena Corp Common (CIEN)	0.1	$631k		2.7k	233.87	View chart
Old Natl Bancorp Ind Common (ONB)	0.1	$586k		26k	22.31	View chart
Motorola Solutions Common (MSI)	0.1	$573k		1.5k	383.32	View chart
MGIC Investment Corp Common (MTG)	0.1	$568k		19k	29.22	View chart
Fiserv Common (FI)	0.1	$568k	+212%	8.5k	67.17	View chart
Johnson & Johnson Common (JNJ)	0.1	$565k		2.7k	206.95	View chart
Spdr S&p 500 Esg Etf Etf (EFIV)	0.1	$555k		8.4k	66.16	View chart
iShares Russell 1000 Value ETF Etf (IWD)	0.1	$539k		2.6k	210.33	View chart
General Electric Common (GE)	0.1	$524k		1.7k	308.03	View chart
Alerian MLP ETF Etf (AMLP)	0.1	$521k	-15%	11k	47.02	View chart
Comerica Common	0.1	$498k		5.7k	86.93	View chart
Vanguard Dividend Appreciation ETF Etf (VIG)	0.1	$497k		2.3k	219.77	View chart
Merck & Co Common (MRK)	0.1	$495k	+20%	4.7k	105.26	View chart
Charles Schwab Corp Common (SCHW)	0.1	$494k		4.9k	99.92	View chart
SPDR MSCI EAFE Fossil Fuel Free ETF Etf (EFAX)	0.1	$477k	+23%	9.4k	50.47	View chart
Kayne Anderson MLP/Midstream Common (KYN)	0.1	$472k		38k	12.38	View chart
Abbott Laboratories Common (ABT)	0.1	$465k		3.7k	125.29	View chart
iShares MSCI ACWI ex US ETF Etf (ACWX)	0.1	$427k		6.4k	67.13	View chart
Reddit Inc Cl A Common (RDDT)	0.1	$413k	-35%	1.8k	229.87	View chart
Fidelity National Information Services Common (FIS)	0.1	$408k	+24%	6.1k	66.46	View chart
Uber Technologies Common (UBER)	0.1	$398k	+23%	4.9k	81.71	View chart
Avantis International Equity ETF Etf (AVDE)	0.1	$397k	+2072%	4.8k	82.31	View chart
Tesla Common (TSLA)	0.1	$392k	-11%	871.00	449.72	View chart
D.R. Horton Common (DHI)	0.1	$388k		2.7k	144.05	View chart
Blackstone Group Common (BX)	0.1	$381k		2.5k	154.14	View chart
Intuitive Surgical Common (ISRG)	0.1	$380k	+21%	672.00	565.52	View chart
Avantis Emerging Markets Equity ETF Etf (AVEM)	0.1	$376k	+381%	4.9k	77.02	View chart
Nuveen Pref & Income Opps Fund Common (JPC)	0.1	$361k		45k	8.11	View chart
Texas Instruments Common (TXN)	0.1	$350k	+129%	2.0k	173.49	View chart
Walmart Common (WMT)	0.1	$346k		3.1k	111.41	View chart
Cameco Corp Common (CCJ)	0.1	$341k	-19%	3.7k	91.49	View chart
First Trust NASDAQ-100 Equal Wtd ETF Etf (QQEW)	0.1	$331k		2.3k	142.13	View chart
AppLovin Corp Common (APP)	0.1	$330k	+322%	490.00	673.82	View chart
CoreSite Realty Corp Common (COR)	0.1	$321k		950.00	337.75	View chart
Ati Common (ATI)	0.1	$321k		2.8k	114.76	View chart
Amphenol Corp Common (APH)	0.1	$319k		2.4k	135.14	View chart
Dimensional US Large Cap Value ETF Etf (DFLV)	0.1	$310k	NEW	9.1k	34.21	View chart
Intel Corp Common (INTC)	0.1	$308k		8.4k	36.90	View chart
Waste Management Common (WM)	0.1	$302k		1.4k	219.71	View chart
iShares Bitcoin Trust ETF Etf (IBIT)	0.1	$300k	+972%	6.1k	49.65	View chart
Schwab US Large-Cap Growth ETF Etf (SCHG)	0.1	$300k	+5%	9.2k	32.62	View chart
T-Mobile US Common (TMUS)	0.1	$294k		1.5k	203.04	View chart
Ishares Iboxx Invt Grade Etf (LQD)	0.1	$293k	+58%	2.7k	110.20	View chart
Deere & Co Common (DE)	0.1	$291k	+25%	625.00	465.57	View chart
iShares Russell 1000 Etf (IWB)	0.1	$285k	-55%	764.00	373.44	View chart
Altria Group Common (MO)	0.1	$283k		4.9k	57.66	View chart
PIMCO RAFI Dyn Multi-Factor Intl Eq ETF Etf (MFDX)	0.1	$277k		7.2k	38.43	View chart
Analog Devices Common (ADI)	0.1	$277k		1.0k	271.20	View chart
Mastercard Common (MA)	0.1	$274k		480.00	570.88	View chart
Cardinal Health Common (CAH)	0.1	$267k		1.3k	205.50	View chart
Vanguard Mid-Cap Value ETF Etf (VOE)	0.1	$267k	+5%	1.5k	177.36	View chart
Spdr Gold Shares ETF Etf (GLD)	0.1	$259k		653.00	396.31	View chart
Honeywell International Common (HON)	0.1	$258k		1.3k	195.09	View chart
Select Sector Spdr Trust Shs Ben Int Energy ETF Etf (XLE)	0.1	$258k	+279%	5.8k	44.71	View chart
iShares Edge MSCI Min Vol Global ETF Etf (ACWV)	0.1	$256k		2.2k	118.76	View chart
iShares Core S&P Total US Stock Mkt ETF Etf (ITOT)	0.1	$240k	+131%	1.6k	148.69	View chart
Marcus Corp Common (MCS)	0.1	$239k		15k	15.51	View chart
Palantir Technologies Inc Ordinary Shares - Class Common (PLTR)	0.1	$238k	+3%	1.3k	177.75	View chart
iShares Core S&P US Value ETF Etf (IUSV)	0.1	$238k		2.3k	102.54	View chart
Brown & Brown Common (BRO)	0.1	$231k		2.9k	79.70	View chart
Invesco S&P 500 Quality ETF Etf (SPHQ)	0.1	$227k	+2%	3.0k	75.05	View chart
Community Bank System Common (CBU)	0.1	$226k		3.9k	57.44	View chart
Capital Group Dividend Value ETF Etf (CGDV)	0.1	$225k		5.2k	43.64	View chart
Dimensional U S Small Cap Etf Etf (DFAS)	0.1	$224k	+1084%	3.2k	69.67	View chart
Lincoln National Corp Common (LNC)	0.1	$223k		5.0k	44.53	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.1	$221k	+3%	1.2k	191.56	View chart
Dimensional U S Core Equity 2 ETF Etf (DFAC)	0.1	$221k		5.6k	39.59	View chart
Vanguard FTSE All-World ex-US Sm-Cp ETF Etf (VSS)	0.1	$219k	+2%	1.5k	143.38	View chart
Select Sector Uti Select Common (XLU)	0.0	$214k	+100%	5.0k	42.69	View chart
Republic Services Common (RSG)	0.0	$212k		1.0k	211.94	View chart
Ishares Core US Etf (AGG)	0.0	$212k	+28%	2.1k	99.88	View chart
Snowflake Cl A Ord Common (SNOW)	0.0	$210k	+9%	956.00	219.36	View chart
Lululemon Athletica Common (LULU)	0.0	$206k		993.00	207.81	View chart
T. Rowe Price Group Common (TROW)	0.0	$205k		2.0k	102.38	View chart
Invesco Aerospace & Defense ETF Etf (PPA)	0.0	$202k		1.3k	156.60	View chart
Masco Corp Common (MAS)	0.0	$197k		3.1k	63.46	View chart
Ponce Financial Group Ord Common (PDLB)	0.0	$196k		12k	16.35	View chart
Citigroup Common (C)	0.0	$189k		1.6k	116.69	View chart
Vanguard Mega Cap ETF Etf (MGC)	0.0	$186k		741.00	251.17	View chart
NuScale Power Corp Class A Common (SMR)	0.0	$184k	+859%	13k	14.17	View chart
Vanguard Small-Cap Value ETF Etf (VBR)	0.0	$184k		867.00	211.84	View chart
Palo Alto Networks Common (PANW)	0.0	$182k	NEW	988.00	184.20	View chart
Corebridge Finl Common (CRBG)	0.0	$181k		6.0k	30.17	View chart
Eaton Corp Common (ETN)	0.0	$181k		568.00	318.51	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	0.0	$180k	+49%	2.7k	67.23	View chart
Starwood Property Trust Common (STWD)	0.0	$178k		9.9k	18.01	View chart
Cheniere Energy Common (LNG)	0.0	$178k		917.00	194.39	View chart
Costco Wholesale Corp Common (COST)	0.0	$178k	-2%	206.00	862.34	View chart
Invesco QQQ Trust ETF Etf (QQQ)	0.0	$176k	+10%	286.00	614.79	View chart
Salesforce.com Common (CRM)	0.0	$168k	+561%	635.00	264.91	View chart
WEC Energy Group Common (WEC)	0.0	$167k	-2%	1.6k	105.46	View chart
Cisco Systems Common (CSCO)	0.0	$167k	-9%	2.2k	77.03	View chart
Viking Therapeutics Common (VKTX)	0.0	$166k	NEW	4.7k	35.18	View chart
Marathon Petroleum Corp Common (MPC)	0.0	$163k		1.0k	162.63	View chart
UnitedHealth Group Common (UNH)	0.0	$162k	-45%	492.00	329.90	View chart
TJX Companies Common (TJX)	0.0	$161k		1.1k	153.61	View chart
Devon Energy Corp Common (DVN)	0.0	$160k	NEW	4.4k	36.63	View chart
Exact Sciences Corp Common (EXAS)	0.0	$160k	-78%	1.6k	101.56	View chart
Boston Scientific Corp Common (BSX)	0.0	$159k		1.7k	95.35	View chart
MetLife Common (MET)	0.0	$158k		2.0k	78.94	View chart
Energy Transfer Common (ET)	0.0	$158k		9.6k	16.49	View chart
SPDR Portfolio S&P 500 Value ETF Etf (SPYV)	0.0	$157k		2.8k	56.81	View chart
Quanta Services Common (PWR)	0.0	$157k		372.00	422.06	View chart
Dimensional National Municipal Bond ETF Etf (DFNM)	0.0	$155k	NEW	3.2k	48.16	View chart
Schwab US Large-Cap ETF Etf (SCHX)	0.0	$155k		5.7k	26.91	View chart
iShares North American Natural Res ETF Etf (IGE)	0.0	$151k		3.0k	50.20	View chart
SPDR S&P Dividend ETF Etf (SDY)	0.0	$150k	+8%	1.1k	139.16	View chart
iShares Russell 3000 Etf (IWV)	0.0	$146k		378.00	386.85	View chart
Oklo Cl A Ord Common (OKLO)	0.0	$146k	+202%	2.0k	71.76	View chart
SPDR S&P Homebuilders ETF Etf (XHB)	0.0	$143k	+31%	1.4k	102.96	View chart
Bank of Montreal Common (BMO)	0.0	$142k	+69%	1.1k	129.79	View chart
Cava Group Common (CAVA)	0.0	$140k	+293%	2.4k	58.69	View chart
Rocket Lab USA Common (RKLB)	0.0	$140k	NEW	2.0k	69.76	View chart
U.S. Bancorp Common (USB)	0.0	$138k	+12%	2.6k	53.36	View chart
Capital Group Growth ETF Etf (CGGR)	0.0	$138k		3.1k	44.47	View chart
Virtu Financial Inc A Common (VIRT)	0.0	$134k		4.0k	33.32	View chart
Vanguard S&P Small-Cap 600 ETF Etf (VIOO)	0.0	$133k	+11%	1.2k	110.96	View chart
Ge Vernova Common (GEV)	0.0	$132k		202.00	653.57	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$132k	+66%	664.00	198.63	View chart
S&P Global Common (SPGI)	0.0	$128k		245.00	522.59	View chart
Danaher Corp Common (DHR)	0.0	$128k		558.00	228.92	View chart
Procter & Gamble Common (PG)	0.0	$128k	+6%	890.00	143.31	View chart
iShares JPMorgan USD Emerg Markets Bond Etf (EMB)	0.0	$127k		1.3k	96.30	View chart
Pure Storage Common (PSTG)	0.0	$120k	NEW	1.8k	67.01	View chart
Dimensional US Targeted Value ETF Etf (DFAT)	0.0	$118k	NEW	2.0k	59.54	View chart
PayPal Holdings Common (PYPL)	0.0	$117k		2.0k	58.37	View chart
General Motors Common (GM)	0.0	$115k		1.4k	81.32	View chart
Royce Value Trust Common (RVT)	0.0	$113k		7.0k	16.10	View chart
First Trust Capital Strength ETF Etf (FTCS)	0.0	$111k		1.2k	92.54	View chart
Vanguard Mega Cap Growth ETF Etf (MGK)	0.0	$110k		267.00	412.77	View chart
Mastec Common (MTZ)	0.0	$109k		500.00	217.37	View chart
Coca-Cola Common (KO)	0.0	$106k		1.5k	69.91	View chart
Enterprise Products Partners Common (EPD)	0.0	$106k		3.3k	32.06	View chart
Cortexyme Common (QNCX)	0.0	$106k		32k	3.35	View chart
SPDR Blmbg BarclaysST HY Bd ETF Etf (SJNK)	0.0	$105k	NEW	4.1k	25.32	View chart
Dimensional Us Small Cap Valu Etf Etf (DFSV)	0.0	$105k	+9530%	3.2k	32.89	View chart
Dimensional International High Pbly ETF Etf (DIHP)	0.0	$103k	+783%	3.3k	31.66	View chart
Sprott Active Metals & Miners ETF Etf (METL)	0.0	$101k	NEW	4.0k	25.27	View chart
iShares Russell 2000 Growth Etf (IWO)	0.0	$101k	+7675%	311.00	323.01	View chart
Schwab US Mid-Cap ETF Etf (SCHM)	0.0	$100k		3.3k	30.07	View chart
SPDR S&P MidCap 400 ETF Etf (MDY)	0.0	$98k		163.00	603.28	View chart
Gilead Sciences Common (GILD)	0.0	$98k		800.00	122.74	View chart
Paychex Common (PAYX)	0.0	$98k		870.00	112.18	View chart
SPDR Portfolio Developed Wld ex-US ETF Etf (SPDW)	0.0	$97k	+12%	2.2k	44.41	View chart
Adobe Common (ADBE)	0.0	$97k	-70%	276.00	349.99	View chart
General Mills Common (GIS)	0.0	$97k	+42%	2.1k	46.50	View chart
Schwab International Small-Cap Eq ETF Etf (SCHC)	0.0	$96k	+123%	2.1k	45.53	View chart
Vanguard Information Technology ETF Etf (VGT)	0.0	$96k		127.00	753.78	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.0	$95k	+4%	1.8k	53.76	View chart
iShares Gold Trust ETF Etf (IAU)	0.0	$94k	+37%	1.2k	81.17	View chart
Constellation Energy Ord Wi Common (CEG)	0.0	$93k	-16%	264.00	353.27	View chart
First Trust NASDAQ Cln EdgeStGidIfsETF Etf (GRID)	0.0	$93k	+98%	609.00	153.06	View chart
Wells Fargo & Co Common (WFC)	0.0	$93k		1.0k	93.20	View chart
Brookfield Renewable Corp Common (BEPC)	0.0	$92k	NEW	2.4k	38.34	View chart
Rubrik Common (RBRK)	0.0	$91k	-73%	1.2k	76.48	View chart
Tempus AI Common (TEM)	0.0	$91k	NEW	1.5k	59.05	View chart
Figs Common (FIGS)	0.0	$91k		8.0k	11.36	View chart
WisdomTree US Quality Dividend Gr ETF Etf (DGRW)	0.0	$91k	+27%	1.0k	89.43	View chart
PepsiCo Common (PEP)	0.0	$89k	-8%	622.00	143.52	View chart
Avantis Internatnl Sml Cp Vl Etf Etf (AVDV)	0.0	$89k	+150%	946.00	93.97	View chart
Credo Technology Group Holding Common (CRDO)	0.0	$89k		616.00	143.89	View chart
ConocoPhillips Common (COP)	0.0	$89k		946.00	93.61	View chart
Invesco Solar ETF Etf (TAN)	0.0	$88k	NEW	1.8k	49.12	View chart
Nike Common (NKE)	0.0	$87k	+19285%	1.4k	63.73	View chart
Corning Common (GLW)	0.0	$84k		964.00	87.51	View chart
Aquestive Therapeutics Common (AQST)	0.0	$84k		13k	6.46	View chart
SPDR S&P Metals and Mining ETF Etf (XME)	0.0	$84k	+58%	809.00	103.64	View chart
Chewy Common (CHWY)	0.0	$83k		2.5k	33.05	View chart
Intercontinental Exchange Common (ICE)	0.0	$81k		500.00	161.96	View chart
First Trust Value Line Dividend ETF Etf (FVD)	0.0	$81k		1.8k	46.08	View chart
Vanguard Russell 1000 ETF Etf (VONE)	0.0	$78k		252.00	309.39	View chart
Ameriprise Financial Common (AMP)	0.0	$78k		159.00	490.34	View chart
Jones Lang LaSalle Common (JLL)	0.0	$76k		226.00	336.47	View chart
Schwab US Small-Cap ETF Etf (SCHA)	0.0	$72k		2.5k	28.48	View chart
iShares Morningstar Mid-Cap Growth ETF Etf (IMCG)	0.0	$71k		888.00	79.84	View chart
BlackRock Common (BLK)	0.0	$70k	-8%	65.00	1070.34	View chart
Kelly Services Inc Class A Common (KELYA)	0.0	$69k		7.9k	8.80	View chart
Kroger Common (KR)	0.0	$69k		1.1k	62.48	View chart
iShares Russell Mid-Cap Growth ETF Etf (IWP)	0.0	$68k	-12%	496.00	136.94	View chart
Pacer Trendpilot US Large Cap ETF Etf (PTLC)	0.0	$67k		1.2k	55.58	View chart
iShares Russell Mid-Cap Value ETF Etf (IWS)	0.0	$66k		465.00	141.05	View chart
Vanguard Financials ETF Etf (VFH)	0.0	$65k		490.00	133.49	View chart
Rithm Capital Corp Common (RITM)	0.0	$65k	NEW	6.0k	10.90	View chart
Teva Pharmaceutical Industries Adr (TEVA)	0.0	$64k		2.0k	31.21	View chart
Oracle Corp Common (ORCL)	0.0	$63k	+2%	322.00	194.91	View chart
American Electric Power Common (AEP)	0.0	$62k		540.00	115.31	View chart
Schwab Fundamental Intl Lg Co ETF Etf (FNDF)	0.0	$61k		1.3k	45.21	View chart
Select Sector Industrial Common (XLI)	0.0	$60k	+27%	389.00	155.12	View chart
Johnson Controls International Common (JCI)	0.0	$60k		500.00	119.75	View chart
Comcast Corp Common (CMCSA)	0.0	$60k	-26%	2.0k	29.89	View chart
Sovereign s Capital Flourish Fund Etf (SOVF)	0.0	$59k	+30%	2.0k	29.18	View chart
Dimensional International Val Etf Etf (DFIV)	0.0	$58k	+381%	1.2k	49.90	View chart
Illinois Tool Works Common (ITW)	0.0	$58k		235.00	246.30	View chart
TE Connectivity Common (TEL)	0.0	$57k		250.00	227.51	View chart
iShares S&P 100 ETF Etf (OEF)	0.0	$56k	+30%	164.00	342.97	View chart
Medpace Hldgs Inccom Common (MEDP)	0.0	$56k	NEW	100.00	561.65	View chart
Linde Common (LIN)	0.0	$55k	-4%	128.00	426.39	View chart
Oppenheimer S&P 500 Revenue ETF Etf (RWL)	0.0	$54k		475.00	114.50	View chart
Automatic Data Processing Common (ADP)	0.0	$54k		210.00	257.23	View chart
Chubb Common (CB)	0.0	$54k	-2%	173.00	312.12	View chart
Toll Brothers Common (TOL)	0.0	$54k		398.00	135.22	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.0	$54k		177.00	303.89	View chart
iShares Edge MSCI USA Momentum Fctr ETF Etf (MTUM)	0.0	$53k	+14%	213.00	250.32	View chart
Vanguard Russell 1000 Value ETF Etf (VONV)	0.0	$53k	+3%	575.00	92.30	View chart
WisdomTree International SmallCp Div ETF Etf (DLS)	0.0	$53k	+707%	654.00	81.01	View chart
Yum Brands Common (YUM)	0.0	$53k		350.00	151.28	View chart
iShares Global REIT ETF Etf (REET)	0.0	$53k	+211%	2.1k	24.95	View chart
iShares Morningstar Mid-Cap Value ETF Etf (IMCV)	0.0	$53k		642.00	82.34	View chart
Schwab Fundamental Emerg Mkts Lg Co ETF Etf (FNDE)	0.0	$51k		1.4k	36.06	View chart
Archer-Daniels Midland Common (ADM)	0.0	$51k		879.00	57.49	View chart
Clorox Common (CLX)	0.0	$50k	NEW	500.00	100.83	View chart
Church & Dwight Common (CHD)	0.0	$50k		600.00	83.85	View chart
Raymond James Financial Common (RJF)	0.0	$48k		300.00	160.59	View chart
Uranium Energy Corp Common (UEC)	0.0	$47k		4.0k	11.68	View chart
Vanguard Small-Cap Growth ETF Etf (VBK)	0.0	$46k		151.00	302.11	View chart
Select Sector Spdr Fund Shs Ben Consumer Discretio Etf (XLY)	0.0	$45k	+133%	376.00	119.41	View chart
Phillips 66 Common (PSX)	0.0	$45k		346.00	129.04	View chart
NextEra Energy Common (NEE)	0.0	$45k	-2%	554.00	80.28	View chart
Select Sector Spdr Trust The Health Care Select Se Etf (XLV)	0.0	$42k	+50%	268.00	154.80	View chart
Insulet Corp Common (PODD)	0.0	$41k		145.00	284.24	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.0	$41k		1.5k	27.43	View chart
JPMorgan Ultra-Short Income ETF Etf (JPST)	0.0	$41k	+1224%	808.00	50.60	View chart
Valero Energy Corp Common (VLO)	0.0	$41k	NEW	250.00	162.79	View chart
OPKO Health Common (OPK)	0.0	$40k		32k	1.26	View chart
Distillate US Fdmtl Stblty & Val ETF Etf (DSTL)	0.0	$40k		681.00	58.90	View chart
iShares Core Dividend Growth ETF Etf (DGRO)	0.0	$39k		563.00	69.42	View chart
National Presto Industries Common (NPK)	0.0	$39k		366.00	106.76	View chart
Sony Group Corp Common (SONY)	0.0	$39k		1.5k	25.60	View chart
Becton, Dickinson and Common (BDX)	0.0	$39k		200.00	194.07	View chart
ProShares S&P 500 Dividend Aristocrats ETF Etf (NOBL)	0.0	$39k		372.00	104.07	View chart
Invesco Exch Traded Fd Tr Ii Equal Weight 0-30 Yea Etf (GOVI)	0.0	$39k	NEW	1.4k	27.55	View chart
JPMorgan US Quality Factor ETF Etf (JQUA)	0.0	$38k	+65%	594.00	63.18	View chart
HP Common (HPQ)	0.0	$37k		1.7k	22.28	View chart
Plains All American Pipeline Common (PAA)	0.0	$37k	+2%	2.1k	17.96	View chart
iShares ESG Aware MSCI USA Small-Cap ETF Etf (ESML)	0.0	$36k	+145%	777.00	45.98	View chart
Emerson Electric Common (EMR)	0.0	$34k	-12%	255.00	132.72	View chart
Arrow Electronics Common (ARW)	0.0	$33k		300.00	110.18	View chart
SPDR Portfolio Total Stock Market ETF Etf (SPTM)	0.0	$32k		392.00	82.50	View chart
Invesco DWA Momentum ETF Etf (PDP)	0.0	$32k	NEW	275.00	116.40	View chart
iShares Edge MSCI Min Vol USA ETF Etf (USMV)	0.0	$31k		331.00	94.16	View chart
Vanguard Consumer Discretionary ETF Etf (VCR)	0.0	$31k	-2%	78.00	393.92	View chart
Barnes Group Common (B)	0.0	$31k		700.00	43.55	View chart
Henry Schein Common (HSIC)	0.0	$30k		400.00	75.58	View chart
iShares International Equity Factor ETF Etf (INTF)	0.0	$30k	-68%	800.00	37.75	View chart
Graphic Packaging Holding Common (GPK)	0.0	$30k		2.0k	15.06	View chart
Vanguard ESG US Stock ETF Etf (ESGV)	0.0	$28k		232.00	121.03	View chart
Consumer Staples Select Sector SPDR ETF Etf (XLP)	0.0	$28k	+2%	357.00	77.68	View chart
Ishares Russell 2000 Value Etf (IWN)	0.0	$28k	+2071%	152.00	181.20	View chart
Bristol-Myers Squibb Company Common (BMY)	0.0	$27k		500.00	53.94	View chart
SPDR Portfolio Aggregate Bond ETF Etf (SPAB)	0.0	$27k		1.0k	25.75	View chart
Qualcomm Common (QCOM)	0.0	$27k		155.00	171.05	View chart
American Tower Corp Common (AMT)	0.0	$26k		150.00	175.57	View chart
Global X US Infrastructure Dev ETF Etf (PAVE)	0.0	$26k		545.00	47.79	View chart
Technology Select Sector SPDR ETF Etf (XLK)	0.0	$26k	NEW	179.00	143.97	View chart
PPL Corp Common (PPL)	0.0	$25k		706.00	35.02	View chart
CRH Adr (CRH)	0.0	$25k		197.00	124.80	View chart
First Trust Dorsey Wright Focus 5 ETF Etf (FV)	0.0	$25k		389.00	62.92	View chart
Range Nuclear Renaissance Ix Etf Etf (NUKZ)	0.0	$24k		384.00	63.50	View chart
Amgen Common (AMGN)	0.0	$24k	-19%	73.00	327.32	View chart
Schwab US Large-Cap Value ETF Etf (SCHV)	0.0	$23k		789.00	29.61	View chart
Gaming And Leisure Properties Common (GLPI)	0.0	$23k		517.00	44.69	View chart
Sprott Uranium Miners ETF Etf (URNM)	0.0	$23k	-79%	414.00	54.89	View chart
iShares U.S. Equity Factor Rotation Active ETF Etf (DYNF)	0.0	$23k	+416%	372.00	60.84	View chart
Firstcash Common (FCFS)	0.0	$23k		142.00	159.38	View chart
CSX Corp Common (CSX)	0.0	$22k		606.00	36.25	View chart
H&R Block Common (HRB)	0.0	$22k		500.00	43.58	View chart
Booking Holdings Common (BKNG)	0.0	$21k		4.00	5355.50	View chart
Expedia Group Common (EXPE)	0.0	$20k		72.00	283.31	View chart
Lockheed Martin Corp Common (LMT)	0.0	$20k		42.00	483.67	View chart
Walt Disney Common (DIS)	0.0	$20k		173.00	113.77	View chart
Union Pacific Corp Common (UNP)	0.0	$19k	-5%	84.00	231.32	View chart
Xometry Inc Ordinary Shares - Class A Common (XMTR)	0.0	$18k		303.00	59.47	View chart
Microchip Technology Common (MCHP)	0.0	$18k		280.00	63.72	View chart
Kinder Morgan Common (KMI)	0.0	$18k		646.00	27.49	View chart
Invesco Dynamic Large Cap Value ETF Etf (PWV)	0.0	$17k	NEW	259.00	66.52	View chart
iShares Dynamic Equity Active ETF Etf (BDYN)	0.0	$17k	NEW	664.00	25.62	View chart
Tapestry Common (TPR)	0.0	$17k		130.00	127.77	View chart
Kimberly-Clark Corp Common (KMB)	0.0	$16k		160.00	100.89	View chart
Schwab Fundamental US Large Company ETF Etf (FNDX)	0.0	$16k		589.00	27.22	View chart
Edwards Lifesciences Corp Common (EW)	0.0	$16k		183.00	85.25	View chart
Ferrari NV Common (RACE)	0.0	$16k		42.00	369.55	View chart
Vanguard Total Bond Market ETF Etf (BND)	0.0	$15k		208.00	74.07	View chart
Avantis US Equity ETF Etf (AVUS)	0.0	$15k		137.00	111.78	View chart
Invesco S&P 500 Pure Growth ETF Etf (RPG)	0.0	$15k	NEW	325.00	46.67	View chart
Ishares Fallen Angels Usd Bond Etf Etf (FALN)	0.0	$15k	NEW	543.00	27.30	View chart
Dimensional International Sm Cp Val ETF Etf (DISV)	0.0	$15k		384.00	38.00	View chart
Dimensional US Core Equity Market ETF Etf (DFAU)	0.0	$14k	NEW	308.00	46.80	View chart
State Street Financial Select Sector SPDR ETF Etf (XLF)	0.0	$14k	NEW	262.00	54.77	View chart
Progressive Corp Common (PGR)	0.0	$14k		63.00	227.71	View chart
Paccar Common (PCAR)	0.0	$14k		125.00	109.51	View chart
Eastman Chemical Common (EMN)	0.0	$13k		200.00	63.83	View chart
Southwest Airlines Common (LUV)	0.0	$12k	NEW	300.00	41.33	View chart
iShares MSCI ACWI ETF Etf (ACWI)	0.0	$12k		87.00	141.49	View chart
SPDR S&P Global Natural Resources ETF Etf (GNR)	0.0	$12k		189.00	62.14	View chart
Dominion Energy Common (D)	0.0	$12k		200.00	58.59	View chart
United Rentals Common (URI)	0.0	$11k		14.00	809.29	View chart
Coinbase Global Common (COIN)	0.0	$11k		50.00	226.14	View chart
Veralto Ord Wi Common (VLTO)	0.0	$11k		113.00	99.78	View chart
American Express Common (AXP)	0.0	$11k		30.00	369.97	View chart
SPDR S&P 600 Small Cap Value ETF Etf (SLYV)	0.0	$11k	+7%	122.00	90.98	View chart
iShares MSCI EAFE Growth ETF Etf (EFG)	0.0	$11k	+15%	96.00	112.78	View chart
Crispr Therapeutics Agnamen Akt Common (CRSP)	0.0	$11k		202.00	52.44	View chart
Amdocs Common (DOX)	0.0	$10k		125.00	80.51	View chart
iShares MSCI Intl Quality Factor ETF Etf (IQLT)	0.0	$9.6k		212.00	45.45	View chart
iShares US Technology ETF Etf (IYW)	0.0	$9.6k	+2%	49.00	195.63	View chart
Invesco Emerging Markets Sov Debt ETF Etf (PCY)	0.0	$9.3k	NEW	429.00	21.66	View chart
VictoryShares US EQ Inc Enh Vol Wtd ETF Etf (CDC)	0.0	$9.0k		136.00	65.89	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.0	$8.8k		146.00	60.17	View chart
Unity Software Common (U)	0.0	$8.6k		195.00	44.17	View chart
Accenture Common (ACN)	0.0	$8.6k		32.00	268.31	View chart
VanEck Gold Miners ETF Etf (GDX)	0.0	$8.6k		100.00	85.77	View chart
Jpmorgan U S Tech Leaders Etf Etf (JTEK)	0.0	$8.6k		95.00	90.07	View chart
Bloom Energy Corp Class A Common (BE)	0.0	$8.1k		93.00	86.89	View chart
Public Service Enterprise Group Common (PEG)	0.0	$8.0k		100.00	80.30	View chart
Datadog Inc Class A Common (DDOG)	0.0	$8.0k		59.00	135.98	View chart
Invesco S&P MidCap Quality ETF Etf (XMHQ)	0.0	$8.0k	NEW	78.00	102.42	View chart
Global X Copper Miners ETF Etf (COPX)	0.0	$7.7k		107.00	71.79	View chart
Communication Services Sel Sect SPDR ETF Etf (XLC)	0.0	$7.7k	NEW	65.00	117.72	View chart
Marsh & Mclennan Companies Common	0.0	$7.6k		41.00	185.51	View chart
Trade Desk Inc A Common (TTD)	0.0	$7.6k		200.00	37.96	View chart
Life360 Common (LIF)	0.0	$7.6k		118.00	64.14	View chart
Aflac Common (AFL)	0.0	$7.2k	-13%	65.00	110.28	View chart
iShares U.S. Thematic Rotation ActiveETF Etf (THRO)	0.0	$6.9k	NEW	180.00	38.56	View chart
iShares A.I. Innovation and Tech Act ETF Etf (BAI)	0.0	$6.8k	NEW	205.00	33.30	View chart
Pfizer Common (PFE)	0.0	$6.8k		272.00	24.90	View chart
ALPS Smith Core Plus Bond ETF Etf (SMTH)	0.0	$6.7k		256.00	26.07	View chart
SSR Mining Common (SSRM)	0.0	$6.6k		300.00	21.93	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.0	$6.5k		64.00	101.98	View chart
Box Common (BOX)	0.0	$6.0k		200.00	29.91	View chart
iShares Core MSCI Europe ETF Etf (IEUR)	0.0	$6.0k	NEW	84.00	70.98	View chart
Sap Se Common (SAP)	0.0	$5.8k		24.00	242.92	View chart
Lemonade Common (LMND)	0.0	$5.7k		80.00	71.17	View chart
Trane Technologies Common (TT)	0.0	$5.4k		14.00	389.21	View chart
Vanguard Large-Cap ETF Etf (VV)	0.0	$5.4k		17.00	314.82	View chart
iShares Core Total USD Bond Market ETF Etf (IUSB)	0.0	$5.3k	-97%	114.00	46.39	View chart
Generac Holdings Common (GNRC)	0.0	$5.2k		38.00	136.37	View chart
iShares MSCI Emerging Mkts ex China ETF Etf (EMXC)	0.0	$5.2k	-6%	71.00	72.68	View chart
WisdomTree International Hedged Quality Dividend G ETF Etf (IHDG)	0.0	$4.8k		99.00	48.66	View chart
SPDR S&P International Small Cap ETF Etf (GWX)	0.0	$4.5k		111.00	40.86	View chart
iShares US Treasury Bond ETF Etf (GOVT)	0.0	$4.4k	NEW	193.00	22.97	View chart
Ford Motor Common (F)	0.0	$4.4k	+190%	334.00	13.12	View chart
First Trust RBA Amer Indl RenaisTM ETF Etf (AIRR)	0.0	$4.1k	NEW	42.00	98.33	View chart
Packaging Corp of America Common (PKG)	0.0	$4.1k		20.00	206.25	View chart
Ishares US Aerospace Etf (ITA)	0.0	$4.1k	NEW	19.00	214.68	View chart
iShares Core S&P US Growth ETF Etf (IUSG)	0.0	$4.0k	NEW	24.00	167.96	View chart
L3Harris Technologies Common (LHX)	0.0	$3.8k	-38%	13.00	293.54	View chart
iShares MBS Etf (MBB)	0.0	$3.8k	NEW	40.00	94.95	View chart
Williams-Sonoma Common (WSM)	0.0	$3.6k		20.00	178.60	View chart
ServiceNow Common (NOW)	0.0	$3.1k	-80%	20.00	153.20	View chart
General Dynamics Corp Common (GD)	0.0	$3.0k	-43%	9.00	336.67	View chart
SPDR S&P Emerging Markets ETF Etf (SPEM)	0.0	$2.9k		63.00	46.81	View chart
Marqeta Inc Class A Common (MQ)	0.0	$2.7k		561.00	4.75	View chart
Real Estate Select Sector SPDR Etf (XLRE)	0.0	$2.6k	NEW	65.00	40.35	View chart
iShares U.S. Small-Cap Eq Fac ETF Etf (SMLF)	0.0	$2.5k	NEW	34.00	74.88	View chart
Invesco Large Cap Growth ETF Etf (PWB)	0.0	$2.4k	NEW	19.00	127.16	View chart
State Street SPDR Portfolio S&P 500 ETF Etf (SPYM)	0.0	$2.4k		30.00	80.23	View chart
iShares 10-20 Year Treasury Bond ETF Etf (TLH)	0.0	$2.2k	NEW	22.00	101.68	View chart
ZoomInfo Technologies Common (GTM)	0.0	$2.2k		217.00	10.17	View chart
Delta Air Lines Common (DAL)	0.0	$1.7k		25.00	68.56	View chart
SPDR S&P Aerospace & Defense ETF Etf (XAR)	0.0	$1.7k	NEW	7.00	241.29	View chart
WisdomTree U.S. MidCap Earnings ETF Etf (EZM)	0.0	$1.6k	NEW	24.00	66.75	View chart
WisdomTree US SmallCap Earnings ETF Etf (EES)	0.0	$1.5k	NEW	27.00	56.89	View chart
Global X Artfcl Intlgc & Tech ETF Etf (AIQ)	0.0	$1.5k		30.00	50.87	View chart
Plug Power Common (PLUG)	0.0	$1.5k		763.00	1.97	View chart
Yandex NV Common (NBIS)	0.0	$1.5k		63.00	23.75	View chart
iShares Core International Aggt Bd ETF Etf (IAGG)	0.0	$1.5k	NEW	29.00	50.00	View chart
iShares MSCI Global Gold Miners ETF Etf (RING)	0.0	$1.4k	NEW	19.00	73.63	View chart
Dimensional Global Real Estate ETF Etf (DFGR)	0.0	$1.3k		51.00	26.41	View chart
First Trust Morningstar Div Leaders ETF Etf (FDL)	0.0	$1.3k	NEW	30.00	44.30	View chart
Boeing Common (BA)	0.0	$1.3k	NEW	6.00	217.17	View chart
Mativ Holdings Common (MATV)	0.0	$1.2k		100.00	12.15	View chart
Stratasys Common (SSYS)	0.0	$1.2k		138.00	8.68	View chart
SPDR Portfolio Interm Term Corp Bd ETF Etf (SPIB)	0.0	$1.1k	NEW	33.00	33.82	View chart
GE Healthcare Technologies Common (GEHC)	0.0	$1.1k	-50%	13.00	82.00	View chart
iShares 0-5 Year TIPS Bond ETF Etf (STIP)	0.0	$1.0k	NEW	10.00	102.40	View chart
Spdr S&P 500 Growth Etf Etf (SPYG)	0.0	$960.000300	NEW	9.00	106.67	View chart
AstraZeneca Adr	0.0	$919.000000		10.00	91.90	View chart
Crown Castle International Corp Common (CCI)	0.0	$711.000000		8.00	88.88	View chart
iShares Convertible Bond ETF Etf (ICVT)	0.0	$698.999700	NEW	7.00	99.86	View chart
iShares US Preferred Stock ETF Etf (PFF)	0.0	$691.000200	-99%	22.00	31.41	View chart
Bigbear Ai Holdings Incorporated COM USD0.0001 Common (BBAI)	0.0	$675.000000	+25%	125.00	5.40	View chart
Associated Banc-Corp Common (ASB)	0.0	$644.000000	-97%	25.00	25.76	View chart
Woodside Petroleum Adr (WDS)	0.0	$639.001400		41.00	15.59	View chart
Conagra Brands Common (CAG)	0.0	$606.000500		35.00	17.31	View chart
J P Morgan Nasdaq Eqt Prm Inc Etf Etf (JEPQ)	0.0	$581.000000	NEW	10.00	58.10	View chart
Materials Select Sector SPDR ETF Etf (XLB)	0.0	$543.999600	NEW	12.00	45.33	View chart
8x8 Common (EGHT)	0.0	$493.000000		250.00	1.97	View chart
iShares High Yield Systematic Bond ETF Etf (HYDB)	0.0	$451.000000	NEW	10.00	45.10	View chart
Kohl's Corp Common (KSS)	0.0	$408.000000		20.00	20.40	View chart
Warner Bros. Discovery Ord Shares A Common (WBD)	0.0	$402.999800	NEW	14.00	28.79	View chart
Nouveau Monde Graphite Common (NMG)	0.0	$372.000000		150.00	2.48	View chart
Kennedy-Wilson Holdings Common (KW)	0.0	$358.000900		37.00	9.68	View chart
CubeSmart Common (CUBE)	0.0	$288.000000		8.00	36.00	View chart
Scilex Holding Common (SCLX)	0.0	$244.000000		20.00	12.20	View chart
Westinghouse Air Brake Technologies Corp Common (WAB)	0.0	$213.000000		1.00	213.00	View chart
Solventum Corp Common (SOLV)	0.0	$79.000000		1.00	79.00	View chart
AMC Entertainment Holdings Common (AMC)	0.0	$9.000000		6.00	1.50	View chart

Past Filings by Operose Advisors

SEC 13F filings are viewable for Operose Advisors going back to 2021

Operose Advisors 2025 Q4 filed Feb. 10, 2026
Operose Advisors 2025 Q3 filed Nov. 12, 2025
Operose Advisors 2025 Q2 filed Aug. 14, 2025
Operose Advisors 2025 Q1 filed May 12, 2025
Operose Advisors 2024 Q4 filed Feb. 13, 2025
Operose Advisors 2024 Q3 filed Nov. 13, 2024
Operose Advisors 2024 Q2 filed Aug. 8, 2024
Operose Advisors 2024 Q1 filed May 13, 2024
Operose Advisors 2023 Q4 filed Feb. 12, 2024
Operose Advisors 2023 Q3 filed Nov. 13, 2023
Operose Advisors 2023 Q2 filed Aug. 9, 2023
Operose Advisors 2023 Q1 filed May 9, 2023
Operose Advisors 2022 Q4 filed Feb. 13, 2023
Operose Advisors 2022 Q3 filed Nov. 14, 2022
Operose Advisors 2022 Q2 filed Aug. 11, 2022
Operose Advisors 2022 Q1 filed May 12, 2022

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