Range Advisory
Latest statistics and disclosures from Range Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEA, IJR, SPEM, VTI, and represent 39.67% of Range Advisory's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$41M), VEA (+$31M), IJR (+$14M), SPEM (+$9.5M), NVDA (+$5.7M), AGG (+$5.2M), SCZ, AAPL, VWO, SCHM.
- Started 92 new stock positions in DDOG, SCHV, NVO, VONE, QQQE, EOG, ETR, TFC, WDC, IWR.
- Reduced shares in these 10 stocks: SNDK, CHYM, INTU, WMT, VNQ, , MSI, Honeywell International, VGIT, EOI.
- Sold out of its positions in ADSK, CBOE, CME, CEG, EOI, EA, Honeywell International, HUBS, ICE, INTU. PRF, SLV, LOW, MCD, MCK, MSI, NOC, O, SPGI, SPIP, VRSN.
- Range Advisory was a net buyer of stock by $237M.
- Range Advisory has $840M in assets under management (AUM), dropping by 55.78%.
- Central Index Key (CIK): 0002152629
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Portfolio Holdings for Range Advisory
Range Advisory holds 342 positions in its portfolio as reported in the June 2026 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) | 15.0 | $126M | +48% | 184k | 686.81 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 12.6 | $106M | +40% | 1.5M | 71.25 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 5.6 | $47M | +42% | 318k | 148.31 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 3.8 | $32M | +43% | 610k | 51.78 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.7 | $23M | +16% | 62k | 370.04 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $18M | +44% | 92k | 200.09 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.1 | $18M | +41% | 179k | 98.98 |
|
| Apple (AAPL) | 2.0 | $17M | +38% | 59k | 289.36 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.9 | $16M | +30% | 273k | 59.69 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 1.8 | $15M | +10% | 298k | 50.39 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 1.7 | $14M | +51% | 172k | 82.27 |
|
| Amazon (AMZN) | 1.4 | $12M | +45% | 49k | 238.34 |
|
| Ishares Tr Core Msci Intl (IDEV) | 1.3 | $11M | +29% | 124k | 89.01 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.3 | $11M | +52% | 294k | 36.87 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.2 | $10M | +6% | 342k | 29.43 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $9.9M | +11% | 28k | 353.33 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.2 | $9.7M | +56% | 200k | 48.43 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.1 | $9.5M | +58% | 116k | 82.11 |
|
| Microsoft Corporation (MSFT) | 1.0 | $8.6M | +55% | 23k | 373.02 |
|
| Ishares Core Msci Emkt (IEMG) | 1.0 | $8.3M | +30% | 100k | 82.84 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $7.7M | +9% | 10k | 746.74 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $7.4M | +42% | 21k | 357.37 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.8 | $7.1M | +53% | 266k | 26.50 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $6.9M | +8% | 81k | 85.49 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.8 | $6.6M | +12% | 239k | 27.70 |
|
| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.8 | $6.5M | +64% | 247k | 26.23 |
|
| Chime Finl Com Shs Cl A (CHYM) | 0.7 | $5.8M | -14% | 285k | 20.48 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $5.7M | +57% | 52k | 109.07 |
|
| Tesla Motors (TSLA) | 0.6 | $5.4M | +91% | 13k | 420.59 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $5.2M | +45% | 70k | 73.41 |
|
| Broadcom (AVGO) | 0.6 | $5.2M | +54% | 14k | 377.74 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.6 | $5.0M | +49% | 41k | 121.42 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $4.9M | +12% | 14k | 343.90 |
|
| Meta Platforms Cl A (META) | 0.6 | $4.6M | +20% | 8.2k | 563.28 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $4.5M | +15% | 11k | 433.35 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $4.3M | +126% | 5.7k | 748.92 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.5 | $4.2M | +60% | 53k | 79.97 |
|
| Micron Technology (MU) | 0.5 | $4.0M | +80% | 3.5k | 1154.14 |
|
| Advanced Micro Devices (AMD) | 0.4 | $3.5M | +46% | 6.0k | 580.89 |
|
| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.4 | $3.5M | +19% | 65k | 53.09 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.4 | $3.4M | +65% | 39k | 87.88 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $3.4M | +24% | 11k | 300.44 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $3.4M | +3% | 20k | 164.27 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.4 | $3.3M | 66k | 50.63 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $3.3M | +855% | 39k | 86.14 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $3.3M | +71% | 15k | 217.93 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $3.2M | +19% | 89k | 36.13 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $3.2M | +71% | 6.7k | 477.58 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $3.1M | +13% | 4.2k | 736.39 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $3.1M | +70% | 2.6k | 1199.61 |
|
| Ishares Tr Mbs Etf (MBB) | 0.4 | $3.1M | +55% | 32k | 94.52 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $2.9M | +41% | 8.9k | 327.33 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.9M | 38k | 77.11 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $2.9M | +506% | 36k | 80.57 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.5M | +43% | 5.1k | 500.41 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $2.5M | +26% | 10k | 236.62 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.3 | $2.3M | +12% | 45k | 50.60 |
|
| Palo Alto Networks (PANW) | 0.3 | $2.3M | +29% | 6.6k | 340.99 |
|
| Applied Materials (AMAT) | 0.2 | $2.1M | +34% | 2.9k | 722.88 |
|
| Cisco Systems (CSCO) | 0.2 | $2.1M | +92% | 18k | 117.46 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $2.0M | -8% | 14k | 143.10 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.9M | +71% | 67k | 28.96 |
|
| Servicenow (NOW) | 0.2 | $1.9M | 19k | 99.28 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $1.9M | +9% | 4.6k | 409.52 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.8M | +15% | 7.0k | 253.98 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $1.8M | +26% | 8.0k | 219.44 |
|
| Caterpillar (CAT) | 0.2 | $1.7M | +47% | 1.6k | 1064.60 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.7M | -19% | 15k | 113.26 |
|
| Kla Corp Com New (KLAC) | 0.2 | $1.7M | +1222% | 5.6k | 301.69 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.7M | +39% | 5.5k | 303.13 |
|
| Intel Corporation (INTC) | 0.2 | $1.6M | +60% | 11k | 139.63 |
|
| Marvell Technology (MRVL) | 0.2 | $1.6M | +30% | 5.2k | 297.90 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.5M | +11% | 9.5k | 158.03 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.5M | +1166% | 13k | 119.52 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.2 | $1.4M | +28% | 14k | 100.67 |
|
| Abbvie (ABBV) | 0.2 | $1.4M | +88% | 5.7k | 251.63 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $1.4M | +3% | 14k | 102.81 |
|
| Visa Com Cl A (V) | 0.2 | $1.4M | +47% | 4.1k | 343.07 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.4M | +54% | 14k | 96.58 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.4M | -5% | 9.9k | 136.72 |
|
| Proshares Tr Sp500 Ex Enrgy (SPXE) | 0.2 | $1.3M | +2% | 17k | 80.70 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $1.3M | +15% | 5.4k | 246.23 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.3M | +6% | 11k | 116.67 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $1.3M | +4% | 4.2k | 302.95 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.2M | +116% | 6.4k | 189.72 |
|
| UnitedHealth (UNH) | 0.1 | $1.2M | +68% | 2.9k | 415.65 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.2M | +35% | 16k | 75.51 |
|
| Coca-Cola Company (KO) | 0.1 | $1.2M | +42% | 14k | 81.27 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $1.2M | +25% | 7.5k | 154.29 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.1M | +60% | 3.0k | 373.74 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.1M | +52% | 20k | 56.98 |
|
| Goldman Sachs (GS) | 0.1 | $1.1M | +36% | 1.1k | 1011.34 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.1M | +76% | 7.4k | 146.55 |
|
| Samsara Com Cl A (IOT) | 0.1 | $1.1M | 33k | 32.43 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.0M | +13% | 2.0k | 513.57 |
|
| Cohen & Steers Etf Trust Future Of Energy | 0.1 | $997k | NEW | 42k | 23.65 |
|
| Equinix (EQIX) | 0.1 | $981k | +2% | 941.00 | 1042.49 |
|
| Teradyne (TER) | 0.1 | $955k | +16% | 2.0k | 483.76 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $935k | -10% | 999.00 | 935.55 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $935k | +75% | 19k | 50.58 |
|
| Kilroy Realty Corporation (KRC) | 0.1 | $926k | NEW | 25k | 37.47 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $906k | NEW | 13k | 69.90 |
|
| Philip Morris International (PM) | 0.1 | $885k | +54% | 4.9k | 180.90 |
|
| Ge Vernova (GEV) | 0.1 | $879k | +25% | 748.00 | 1175.48 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $878k | +124% | 5.6k | 156.94 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $874k | NEW | 6.8k | 127.81 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $858k | +7% | 10k | 82.34 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $855k | -26% | 15k | 58.98 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $833k | +70% | 1.1k | 763.16 |
|
| Merck & Co (MRK) | 0.1 | $829k | +31% | 6.5k | 128.50 |
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $824k | +2% | 16k | 52.76 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $824k | +80% | 414.00 | 1989.84 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $804k | +183% | 9.8k | 82.34 |
|
| Citigroup Com New (C) | 0.1 | $802k | +52% | 5.7k | 139.97 |
|
| Chevron Corporation (CVX) | 0.1 | $799k | +2% | 4.8k | 165.77 |
|
| Procter & Gamble Company (PG) | 0.1 | $797k | +53% | 5.4k | 146.64 |
|
| Everpure Cl A (P) | 0.1 | $762k | +18% | 9.7k | 78.79 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.1 | $753k | +66% | 11k | 67.56 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $743k | +9% | 2.2k | 334.89 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $731k | +3% | 13k | 55.01 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $728k | +323% | 5.9k | 124.18 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $715k | 1.0k | 703.31 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $714k | +54% | 23k | 31.71 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $711k | +37% | 20k | 36.26 |
|
| Digital Realty Trust (DLR) | 0.1 | $709k | +8% | 3.9k | 179.57 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $696k | +5% | 18k | 38.06 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $695k | NEW | 29k | 23.68 |
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.1 | $679k | 7.5k | 90.79 |
|
|
| Cadence Design Systems (CDNS) | 0.1 | $672k | +18% | 1.8k | 375.36 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $662k | +69% | 20k | 33.84 |
|
| Netflix (NFLX) | 0.1 | $631k | -17% | 8.8k | 71.40 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $629k | +33% | 17k | 37.02 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.1 | $626k | +12% | 11k | 57.67 |
|
| Morgan Stanley Com New (MS) | 0.1 | $617k | +56% | 3.0k | 209.01 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $615k | +6% | 11k | 54.69 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $610k | NEW | 2.1k | 285.62 |
|
| Amgen (AMGN) | 0.1 | $608k | +38% | 1.7k | 362.08 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $607k | +51% | 20k | 31.10 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $592k | +6% | 11k | 53.61 |
|
| Cigna Corp (CI) | 0.1 | $591k | +57% | 2.1k | 275.62 |
|
| NetApp (NTAP) | 0.1 | $587k | +87% | 3.8k | 154.75 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $587k | +43% | 3.5k | 169.88 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $576k | +71% | 9.5k | 60.79 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $575k | +36% | 6.9k | 83.75 |
|
| Analog Devices (ADI) | 0.1 | $570k | +26% | 1.4k | 397.15 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $562k | -34% | 5.2k | 107.61 |
|
| Kraft Heinz (KHC) | 0.1 | $562k | +137% | 24k | 23.62 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $561k | +122% | 10k | 54.02 |
|
| Home Depot (HD) | 0.1 | $558k | +120% | 1.6k | 352.72 |
|
| Vanguard World Emerging Mrkts E (VEXC) | 0.1 | $557k | 5.8k | 96.02 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $557k | +27% | 3.2k | 176.31 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $548k | +129% | 9.4k | 58.20 |
|
| Alps Etf Tr Med Breakthgh (SBIO) | 0.1 | $547k | 8.5k | 64.65 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $544k | NEW | 5.3k | 103.44 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $542k | +62% | 9.4k | 57.62 |
|
| Walt Disney Company (DIS) | 0.1 | $541k | +32% | 5.6k | 96.25 |
|
| Corning Incorporated (GLW) | 0.1 | $533k | +12% | 2.1k | 255.41 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $529k | +12% | 6.5k | 80.82 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $528k | +25% | 3.2k | 163.69 |
|
| Altria (MO) | 0.1 | $526k | +116% | 7.3k | 71.95 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $514k | +17% | 2.1k | 242.99 |
|
| Schwab Strategic Tr Fund Em Equi Etf (FNDE) | 0.1 | $514k | +6% | 13k | 39.68 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $506k | 2.7k | 190.50 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $505k | NEW | 6.1k | 82.62 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $488k | +7% | 9.2k | 53.11 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $487k | 2.5k | 197.60 |
|
|
| Waste Management (WM) | 0.1 | $482k | -36% | 2.2k | 222.92 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $477k | -2% | 2.6k | 185.25 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $476k | +38% | 1.3k | 368.32 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $469k | NEW | 1.6k | 298.05 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $456k | NEW | 2.9k | 156.72 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $456k | +67% | 7.2k | 62.89 |
|
| Nextera Energy (NEE) | 0.1 | $452k | +6% | 5.1k | 87.77 |
|
| International Business Machines (IBM) | 0.1 | $444k | +47% | 1.6k | 281.14 |
|
| American Express Company (AXP) | 0.1 | $436k | +30% | 1.3k | 338.29 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $435k | NEW | 843.00 | 515.45 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.1 | $431k | +8% | 7.2k | 59.71 |
|
| Wells Fargo & Company (WFC) | 0.1 | $429k | +14% | 5.2k | 82.65 |
|
| Capital One Financial (COF) | 0.1 | $427k | +6% | 2.1k | 200.65 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $426k | -8% | 5.5k | 77.90 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $424k | NEW | 4.1k | 102.30 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $421k | -18% | 5.6k | 75.79 |
|
| Fortinet (FTNT) | 0.0 | $420k | NEW | 2.7k | 153.60 |
|
| Astrazeneca Ord (AZN) | 0.0 | $418k | +72% | 2.2k | 189.59 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $414k | +31% | 3.5k | 117.08 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $413k | NEW | 1.6k | 255.65 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $409k | +17% | 2.8k | 144.62 |
|
| Monster Beverage Corp (MNST) | 0.0 | $409k | +40% | 4.3k | 96.12 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $404k | +2% | 6.5k | 62.20 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $404k | +70% | 1.9k | 212.81 |
|
| TJX Companies (TJX) | 0.0 | $403k | +3% | 2.7k | 151.52 |
|
| Williams Companies (WMB) | 0.0 | $402k | +14% | 5.4k | 74.34 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $401k | -2% | 7.3k | 55.18 |
|
| Doordash Cl A (DASH) | 0.0 | $400k | +27% | 2.2k | 184.51 |
|
| Deere & Company (DE) | 0.0 | $396k | +27% | 624.00 | 634.33 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $394k | -16% | 5.0k | 79.41 |
|
| Verizon Communications (VZ) | 0.0 | $393k | +4% | 9.3k | 42.34 |
|
| Ecolab (ECL) | 0.0 | $392k | +16% | 1.4k | 278.63 |
|
| Dell Technologies CL C (DELL) | 0.0 | $391k | NEW | 906.00 | 431.37 |
|
| Quanta Services (PWR) | 0.0 | $391k | +10% | 542.00 | 720.39 |
|
| First Tr Exchange-traded Tech Alphadex (FXL) | 0.0 | $388k | NEW | 1.8k | 217.17 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $385k | +523% | 4.4k | 87.91 |
|
| T. Rowe Price (TROW) | 0.0 | $382k | NEW | 3.4k | 113.68 |
|
| Qnity Electronics Common Stock (Q) | 0.0 | $381k | +13% | 2.3k | 163.28 |
|
| Spdr Series Trust Spdr S&p 500 Esg (EFIV) | 0.0 | $380k | 5.2k | 72.93 |
|
|
| Neurocrine Biosciences (NBIX) | 0.0 | $377k | NEW | 2.2k | 168.54 |
|
| PNC Financial Services (PNC) | 0.0 | $371k | NEW | 1.5k | 246.15 |
|
| Western Digital (WDC) | 0.0 | $369k | NEW | 577.00 | 639.18 |
|
| Moody's Corporation (MCO) | 0.0 | $368k | -38% | 812.00 | 453.08 |
|
| Strategy Newfound Reslv (ROMO) | 0.0 | $366k | 11k | 33.76 |
|
|
| Uber Technologies (UBER) | 0.0 | $354k | -2% | 4.9k | 72.17 |
|
| Ea Series Trust Alpha Architect (AAVM) | 0.0 | $354k | 11k | 33.71 |
|
|
| Southern Company (SO) | 0.0 | $352k | -7% | 3.7k | 95.72 |
|
| salesforce (CRM) | 0.0 | $350k | -20% | 2.2k | 156.66 |
|
| Starbucks Corporation (SBUX) | 0.0 | $348k | +34% | 3.4k | 102.18 |
|
| Sandisk Corp (SNDK) | 0.0 | $348k | -78% | 153.00 | 2273.49 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $347k | NEW | 4.8k | 72.28 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $345k | +46% | 3.7k | 93.41 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $345k | NEW | 2.1k | 163.47 |
|
| Boeing Company (BA) | 0.0 | $343k | +54% | 1.6k | 216.47 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $343k | NEW | 3.6k | 95.08 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $339k | +5% | 1.1k | 299.13 |
|
| Gilead Sciences (GILD) | 0.0 | $337k | +15% | 2.7k | 126.35 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $332k | -8% | 4.2k | 78.82 |
|
| Us Bancorp Com New (USB) | 0.0 | $332k | NEW | 5.5k | 60.40 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $331k | NEW | 3.7k | 88.54 |
|
| Ross Stores (ROST) | 0.0 | $328k | -12% | 1.5k | 212.91 |
|
| Progressive Corporation (PGR) | 0.0 | $325k | +45% | 1.5k | 218.50 |
|
| Qualcomm (QCOM) | 0.0 | $324k | +6% | 1.8k | 184.83 |
|
| Dbx Etf Tr Xtrackrs S&p 500 (SNPE) | 0.0 | $323k | NEW | 4.7k | 68.86 |
|
| Devon Energy Corporation (DVN) | 0.0 | $323k | NEW | 7.8k | 41.32 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $323k | -8% | 1.3k | 245.30 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $323k | NEW | 6.2k | 51.69 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $319k | NEW | 1.7k | 188.05 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.0 | $316k | 8.0k | 39.57 |
|
|
| Sp Funds Trust S&p World Ex Us (SPWO) | 0.0 | $316k | +15% | 9.1k | 34.58 |
|
| Union Pacific Corporation (UNP) | 0.0 | $315k | NEW | 1.2k | 272.05 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $314k | 2.5k | 126.59 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $313k | NEW | 2.7k | 117.47 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $309k | -5% | 1.4k | 227.01 |
|
| Citizens Financial (CFG) | 0.0 | $307k | +24% | 4.4k | 70.06 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $304k | -12% | 3.3k | 92.26 |
|
| At&t (T) | 0.0 | $299k | -31% | 15k | 20.70 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $299k | NEW | 2.8k | 106.32 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $297k | NEW | 7.2k | 41.25 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $296k | -55% | 3.1k | 96.43 |
|
| ConocoPhillips (COP) | 0.0 | $295k | +21% | 2.8k | 103.95 |
|
| Synopsys (SNPS) | 0.0 | $294k | +17% | 660.00 | 446.00 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $294k | -3% | 739.00 | 397.77 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD) | 0.0 | $293k | 5.2k | 56.01 |
|
|
| Kinder Morgan (KMI) | 0.0 | $293k | +15% | 9.2k | 31.97 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 0.0 | $292k | 4.0k | 72.90 |
|
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.0 | $289k | NEW | 2.8k | 103.06 |
|
| Abbott Laboratories (ABT) | 0.0 | $288k | +21% | 3.2k | 90.73 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.0 | $286k | NEW | 12k | 23.52 |
|
| Howmet Aerospace (HWM) | 0.0 | $286k | NEW | 1.1k | 268.79 |
|
| Seacoast Bkg Corp Fla Com New (SBCF) | 0.0 | $285k | NEW | 8.6k | 33.25 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $285k | +12% | 2.0k | 141.88 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $284k | +4% | 860.00 | 330.62 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $284k | NEW | 21k | 13.80 |
|
| Cambria Etf Tr Glb Moment Etf (GMOM) | 0.0 | $282k | 7.9k | 35.61 |
|
|
| American Electric Power Company (AEP) | 0.0 | $282k | +11% | 2.1k | 136.84 |
|
| CSX Corporation (CSX) | 0.0 | $281k | NEW | 5.9k | 47.53 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $280k | 558.00 | 501.51 |
|
|
| Dover Corporation (DOV) | 0.0 | $279k | +8% | 1.2k | 224.34 |
|
| Spdr Index Shs Fds St Str Msci Eafe (QEFA) | 0.0 | $278k | 2.9k | 96.01 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $277k | +16% | 1.2k | 225.55 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $276k | NEW | 3.0k | 91.69 |
|
| Qualys (QLYS) | 0.0 | $275k | NEW | 2.0k | 137.46 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $273k | +9% | 4.9k | 55.49 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $273k | NEW | 4.1k | 67.24 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $272k | -13% | 2.2k | 124.76 |
|
| Halliburton Company (HAL) | 0.0 | $272k | +26% | 8.0k | 33.95 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $271k | NEW | 546.00 | 496.60 |
|
| FedEx Corporation (FDX) | 0.0 | $270k | +11% | 861.00 | 313.06 |
|
| Anthem (ELV) | 0.0 | $267k | NEW | 691.00 | 386.48 |
|
| Keysight Technologies (KEYS) | 0.0 | $265k | -5% | 758.00 | 350.04 |
|
| Kkr & Co (KKR) | 0.0 | $265k | +7% | 2.9k | 91.77 |
|
| Edwards Lifesciences (EW) | 0.0 | $264k | -26% | 2.9k | 90.46 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $263k | NEW | 710.00 | 370.33 |
|
| Prologis (PLD) | 0.0 | $262k | +23% | 1.9k | 135.44 |
|
| Travelers Companies (TRV) | 0.0 | $261k | +12% | 791.00 | 330.24 |
|
| Columbia Etf Tr Ii Em Core Ex Etf (XCEM) | 0.0 | $261k | 4.9k | 52.89 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $259k | NEW | 4.6k | 56.37 |
|
| Spdr Index Shs Fds St Marke Cap Etf (EWX) | 0.0 | $256k | NEW | 3.4k | 74.31 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $254k | NEW | 2.2k | 117.64 |
|
| Blackrock (BLK) | 0.0 | $254k | +9% | 264.00 | 960.18 |
|
| Valero Energy Corporation (VLO) | 0.0 | $253k | NEW | 970.00 | 260.44 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $248k | NEW | 2.2k | 110.32 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $247k | NEW | 179.00 | 1381.23 |
|
| Toast Cl A (TOST) | 0.0 | $246k | -10% | 8.8k | 27.82 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $244k | NEW | 2.9k | 83.31 |
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.0 | $243k | +12% | 5.1k | 48.12 |
|
| Baxter International (BAX) | 0.0 | $242k | NEW | 11k | 21.32 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $242k | NEW | 12k | 19.89 |
|
| L3harris Technologies (LHX) | 0.0 | $242k | +4% | 831.00 | 290.69 |
|
| Pepsi (PEP) | 0.0 | $237k | -19% | 1.8k | 135.36 |
|
| Entergy Corporation (ETR) | 0.0 | $235k | NEW | 2.0k | 114.88 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $235k | NEW | 4.1k | 57.64 |
|
| State Street Corporation (STT) | 0.0 | $233k | NEW | 1.4k | 169.66 |
|
| General Mills (GIS) | 0.0 | $231k | NEW | 6.6k | 34.80 |
|
| EOG Resources (EOG) | 0.0 | $230k | NEW | 1.8k | 129.73 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $230k | NEW | 1.0k | 221.13 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $228k | NEW | 2.6k | 87.03 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $226k | NEW | 231.00 | 980.02 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $226k | +8% | 2.7k | 82.66 |
|
| Xcel Energy (XEL) | 0.0 | $224k | NEW | 2.8k | 80.30 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $224k | NEW | 2.4k | 93.65 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $224k | NEW | 860.00 | 260.32 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $223k | NEW | 660.00 | 338.56 |
|
| Public Service Enterprise (PEG) | 0.0 | $223k | NEW | 2.7k | 81.17 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $222k | 2.3k | 96.45 |
|
|
| Axon Enterprise (AXON) | 0.0 | $222k | NEW | 396.00 | 560.05 |
|
| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.0 | $222k | NEW | 2.3k | 94.42 |
|
| Tidal Trust I Sofi Select 500 (SFY) | 0.0 | $221k | NEW | 1.5k | 148.85 |
|
| MetLife (MET) | 0.0 | $221k | NEW | 2.6k | 84.63 |
|
| Illinois Tool Works (ITW) | 0.0 | $220k | +4% | 813.00 | 270.45 |
|
| Orix Corp Sponsored Adr (IX) | 0.0 | $219k | NEW | 5.8k | 38.04 |
|
| Roper Industries (ROP) | 0.0 | $219k | +10% | 646.00 | 338.54 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $219k | NEW | 6.3k | 34.81 |
|
| Target Corporation (TGT) | 0.0 | $218k | NEW | 1.7k | 130.64 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $216k | NEW | 8.6k | 25.06 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $215k | NEW | 4.3k | 49.82 |
|
| Pfizer (PFE) | 0.0 | $214k | -34% | 8.9k | 24.08 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.0 | $213k | NEW | 2.8k | 75.64 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $213k | NEW | 4.4k | 47.94 |
|
| Blackrock Etf Trust Isha Us Awar Etf (LCTU) | 0.0 | $211k | NEW | 2.6k | 80.16 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $210k | NEW | 827.00 | 254.46 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $210k | NEW | 840.00 | 250.09 |
|
| Church & Dwight (CHD) | 0.0 | $209k | NEW | 2.2k | 96.86 |
|
| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.0 | $209k | NEW | 1.7k | 121.98 |
|
| Casey's General Stores (CASY) | 0.0 | $209k | NEW | 263.00 | 794.01 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.0 | $207k | NEW | 2.8k | 75.32 |
|
| Nucor Corporation (NUE) | 0.0 | $205k | NEW | 919.00 | 222.66 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $203k | NEW | 1.8k | 114.21 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $202k | NEW | 2.1k | 96.43 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $202k | NEW | 315.00 | 641.70 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $202k | +15% | 397.00 | 508.91 |
|
| Biogen Idec (BIIB) | 0.0 | $201k | NEW | 929.00 | 216.06 |
|
| Ford Motor Company (F) | 0.0 | $187k | -3% | 13k | 13.90 |
|
| Acuren Corporation (TIC) | 0.0 | $139k | NEW | 17k | 8.09 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $101k | NEW | 11k | 9.58 |
|
Past Filings by Range Advisory
SEC 13F filings are viewable for Range Advisory going back to 2026
- Range Advisory 2025 Q4 filed Sept. 2, 2026
- Range Advisory 2026 Q1 filed Sept. 2, 2026
- Range Advisory 2026 Q2 filed Sept. 2, 2026