Claro Advisors

Claro Advisors as of March 31, 2026

Portfolio Holdings for Claro Advisors

Claro Advisors holds 506 positions in its portfolio as reported in the March 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) 5.4 $45M 76k 597.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.3 $27M 428k 64.08
Ishares Tr Rus 1000 Val Etf (IWD) 3.3 $27M 128k 213.67
Ishares Tr Rus 1000 Grw Etf (IWF) 3.1 $26M 61k 426.40
Apple (AAPL) 3.0 $25M 98k 253.79
NVIDIA Corporation (NVDA) 2.5 $21M 119k 174.40
Microsoft Corporation (MSFT) 2.4 $20M 53k 370.17
Amazon (AMZN) 2.2 $18M 88k 208.27
Ishares Tr Core Univrsl Usd (IUSB) 1.9 $16M 341k 46.19
Blackrock Etf Trust Ishares Intl Ctr (CORO) 1.8 $15M 473k 32.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $15M 26k 577.17
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.7 $14M 21k 650.35
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.7 $14M 238k 58.18
Ishares Tr Core S&p500 Etf (IVV) 1.6 $14M 21k 653.19
JPMorgan Chase & Co. (JPM) 1.4 $12M 41k 294.16
Meta Platforms Cl A (META) 1.2 $9.6M 17k 572.13
Alphabet Cap Stk Cl A (GOOGL) 1.1 $9.5M 33k 287.56
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $9.3M 171k 54.05
Broadcom (AVGO) 1.1 $9.0M 29k 309.51
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.1 $8.7M 46k 191.81
Alphabet Cap Stk Cl C (GOOG) 1.0 $8.5M 30k 286.86
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $8.4M 26k 320.80
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.9 $7.8M 38k 208.05
Ishares Core Msci Emkt (IEMG) 0.9 $7.5M 108k 69.75
Exxon Mobil Corporation (XOM) 0.9 $7.4M 43k 169.66
Blackrock Etf Trust Ishares Us Thema (THRO) 0.8 $6.9M 191k 36.22
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $6.4M 221k 29.13
Hubspot (HUBS) 0.7 $6.1M 25k 244.10
Ishares Tr Msci Usa Mmentm (MTUM) 0.7 $6.0M 25k 239.99
Johnson & Johnson (JNJ) 0.7 $5.5M 23k 244.44
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.7 $5.4M 80k 68.28
Tesla Motors (TSLA) 0.7 $5.4M 15k 371.75
Wal-Mart Stores (WMT) 0.6 $5.3M 43k 124.28
World Gold Tr Spdr Gld Minis (GLDM) 0.6 $5.3M 57k 92.69
Abbvie (ABBV) 0.6 $5.1M 23k 217.49
Vanguard Index Fds Small Cp Etf (VB) 0.6 $4.9M 19k 261.92
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $4.8M 86k 56.68
Global X Fds Defense Tech Etf (SHLD) 0.6 $4.7M 67k 70.84
Ishares Tr Core Msci Eafe (IEFA) 0.6 $4.6M 51k 90.53
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.5 $4.4M 83k 52.76
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $4.4M 31k 142.43
Ishares Tr S&p 100 Etf (OEF) 0.5 $4.3M 13k 318.07
Home Depot (HD) 0.5 $4.0M 12k 328.90
Procter & Gamble Company (PG) 0.5 $3.9M 27k 144.44
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $3.9M 57k 67.53
Kla Corp Com New (KLAC) 0.5 $3.8M 2.6k 1472.62
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $3.8M 38k 100.72
Cisco Systems (CSCO) 0.4 $3.7M 48k 77.59
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) 0.4 $3.7M 61k 60.44
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.4 $3.7M 37k 100.66
McDonald's Corporation (MCD) 0.4 $3.5M 11k 310.80
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $3.5M 9.1k 383.39
Eli Lilly & Co. (LLY) 0.4 $3.5M 3.8k 919.70
Honeywell International (HON) 0.4 $3.2M 14k 226.03
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.4 $3.2M 128k 24.91
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 0.4 $3.1M 63k 49.78
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.4 $3.1M 66k 46.95
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $3.0M 62k 48.05
Spdr Series Trust State Street Spd (SPTM) 0.4 $3.0M 38k 79.06
Netflix (NFLX) 0.3 $2.9M 30k 96.15
Toronto Dominion Bk Ont Com New (TD) 0.3 $2.7M 29k 93.31
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $2.6M 53k 49.89
Principal Financial (PFG) 0.3 $2.6M 29k 90.11
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $2.6M 50k 51.93
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.4M 9.8k 247.99
Costco Wholesale Corporation (COST) 0.3 $2.4M 2.4k 996.54
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $2.4M 46k 52.56
TJX Companies (TJX) 0.3 $2.3M 15k 159.70
Bank of America Corporation (BAC) 0.3 $2.3M 47k 48.75
Ishares Tr National Mun Etf (MUB) 0.3 $2.2M 21k 106.15
Eaton Corp SHS (ETN) 0.3 $2.2M 6.0k 357.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.1M 4.4k 479.18
Travelers Companies (TRV) 0.3 $2.1M 7.1k 291.67
McKesson Corporation (MCK) 0.3 $2.1M 2.4k 865.52
Visa Com Cl A (V) 0.2 $2.1M 6.8k 302.26
Pepsi (PEP) 0.2 $2.0M 13k 155.29
Ishares Gold Tr Ishares New (IAU) 0.2 $2.0M 23k 88.16
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $2.0M 15k 128.12
First Tr Exchange-traded SHS (FVD) 0.2 $1.9M 40k 47.03
Pacer Fds Tr Us Small Cap Cas (CALF) 0.2 $1.9M 41k 44.87
Vanguard World Mega Cap Index (MGC) 0.2 $1.8M 7.8k 236.35
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.8M 9.2k 198.28
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $1.8M 33k 54.55
Select Sector Spdr Tr State Street Ind (XLI) 0.2 $1.8M 11k 161.72
Calamos Etf Tr Autocallable Inc (CAIE) 0.2 $1.8M 72k 25.14
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.7M 4.0k 430.31
Iron Mountain (IRM) 0.2 $1.7M 17k 102.14
American Electric Power Company (AEP) 0.2 $1.7M 13k 131.08
Chubb (CB) 0.2 $1.7M 5.1k 325.93
Raytheon Technologies Corp (RTX) 0.2 $1.7M 8.6k 192.89
Blackrock (BLK) 0.2 $1.6M 1.7k 961.95
Lockheed Martin Corporation (LMT) 0.2 $1.6M 2.7k 604.46
Oracle Corporation (ORCL) 0.2 $1.6M 11k 147.11
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.2 $1.6M 57k 28.00
Palo Alto Networks (PANW) 0.2 $1.6M 9.9k 160.32
Duke Energy Corp Com New (DUK) 0.2 $1.6M 12k 130.94
Blackrock Etf Trust Dynamic Eqty Act (BDYN) 0.2 $1.5M 63k 24.31
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.2 $1.5M 47k 32.46
Bristol Myers Squibb (BMY) 0.2 $1.5M 25k 60.65
Walt Disney Company (DIS) 0.2 $1.5M 16k 96.38
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.5M 60k 24.75
Coca-Cola Company (KO) 0.2 $1.5M 19k 76.05
Northrop Grumman Corporation (NOC) 0.2 $1.5M 2.1k 682.24
Yum! Brands (YUM) 0.2 $1.5M 9.4k 155.48
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.4M 16k 92.74
Palantir Technologies Cl A (PLTR) 0.2 $1.4M 9.8k 146.28
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.4M 3.3k 436.85
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.2 $1.4M 32k 44.61
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $1.4M 62k 22.98
Merck & Co (MRK) 0.2 $1.4M 12k 120.29
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL) 0.2 $1.4M 19k 72.57
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $1.4M 13k 111.37
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $1.4M 13k 110.47
Verizon Communications (VZ) 0.2 $1.4M 28k 50.20
Chevron Corporation (CVX) 0.2 $1.4M 6.6k 206.90
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.2 $1.4M 37k 36.81
Ishares Tr Eafe Value Etf (EFV) 0.2 $1.4M 18k 74.35
Emerson Electric (EMR) 0.2 $1.3M 10k 131.03
Ishares Tr Core Div Grwth (DGRO) 0.2 $1.3M 19k 70.18
Pfizer (PFE) 0.2 $1.3M 47k 28.08
Select Sector Spdr Tr State Street Ene (XLE) 0.2 $1.3M 21k 61.26
Blackrock Etf Trust Disciplined Vola (BDVL) 0.2 $1.3M 52k 24.65
MasTec (MTZ) 0.2 $1.3M 4.0k 321.74
Capital Group New Geography SHS (CGNG) 0.2 $1.3M 40k 31.57
Amgen (AMGN) 0.2 $1.3M 3.6k 351.85
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $1.2M 37k 33.46
Enterprise Products Partners (EPD) 0.1 $1.2M 33k 37.84
International Business Machines (IBM) 0.1 $1.2M 5.1k 242.38
Pgim Rock Etf Tr Laddered S&p 500 (PBFR) 0.1 $1.2M 42k 29.00
Ishares Tr Core High Dv Etf (HDV) 0.1 $1.2M 8.8k 135.73
Vertiv Holdings Com Cl A (VRT) 0.1 $1.2M 4.7k 250.60
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $1.2M 41k 29.08
Ge Aerospace Com New (GE) 0.1 $1.2M 4.1k 283.79
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $1.2M 60k 19.30
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $1.1M 12k 92.67
Applied Materials (AMAT) 0.1 $1.1M 3.3k 341.82
Invesco Van Kampen Trust For Inv Grd Mun (VGM) 0.1 $1.1M 113k 9.87
UnitedHealth (UNH) 0.1 $1.1M 4.1k 270.58
Hanover Insurance (THG) 0.1 $1.1M 6.2k 173.34
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $1.1M 9.0k 118.45
MetLife (MET) 0.1 $1.1M 15k 70.72
At&t (T) 0.1 $1.1M 36k 28.99
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $1.0M 21k 49.37
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.0M 2.6k 390.41
Bluerock Pvt Real Estate (BPRE) 0.1 $1.0M 62k 16.61
Spdr Series Trust State Street Spd (BIL) 0.1 $1.0M 11k 91.64
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $1.0M 24k 42.31
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.1 $996k 28k 35.41
Corning Incorporated (GLW) 0.1 $980k 7.2k 135.98
Southern Company (SO) 0.1 $965k 10k 96.52
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $961k 21k 45.89
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $961k 11k 86.69
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $948k 32k 29.99
Spdr Index Shs Fds State Street Spd (FEZ) 0.1 $944k 15k 62.08
Blackstone Mortgage Trust In Com Cl A (BXMT) 0.1 $936k 49k 19.15
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $918k 7.9k 116.30
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.1 $918k 7.2k 128.26
Federated Hermes Etf Trust Us Strategic Div (FDV) 0.1 $916k 30k 30.80
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $911k 7.3k 124.32
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $899k 27k 33.77
Boeing Company (BA) 0.1 $892k 4.5k 199.01
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $879k 38k 23.22
Ge Vernova (GEV) 0.1 $872k 999.00 873.20
Philip Morris International (PM) 0.1 $871k 5.3k 165.34
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $870k 34k 25.64
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.1 $859k 17k 49.37
Novo-nordisk A S Adr (NVO) 0.1 $853k 23k 36.76
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.1 $845k 18k 46.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $840k 11k 73.64
Sempra Energy (SRE) 0.1 $833k 8.6k 97.17
Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.1 $828k 16k 50.58
Bitwise Ethereum Etf SHS (ETHW) 0.1 $818k 55k 15.00
Draftkings Com Cl A (DKNG) 0.1 $807k 37k 21.62
Innovator Etfs Trust Nasdaq 100 Mana (QFLR) 0.1 $801k 24k 33.30
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $798k 13k 61.64
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $795k 13k 62.56
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $792k 16k 50.48
Uber Technologies (UBER) 0.1 $757k 11k 71.93
Mastercard Incorporated Cl A (MA) 0.1 $751k 1.5k 499.58
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $745k 38k 19.53
Ishares Tr Rus 1000 Etf (IWB) 0.1 $731k 2.1k 356.56
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $725k 2.1k 338.00
Colgate-Palmolive Company (CL) 0.1 $721k 8.5k 85.23
Analog Devices (ADI) 0.1 $721k 2.3k 318.07
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $720k 6.4k 113.11
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $717k 1.6k 446.50
Ishares Msci Emrg Chn (EMXC) 0.1 $717k 9.1k 78.66
Newmont Mining Corporation (NEM) 0.1 $713k 6.6k 108.25
salesforce (CRM) 0.1 $700k 3.7k 186.67
General Dynamics Corporation (GD) 0.1 $688k 2.0k 343.26
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $687k 1.5k 463.22
Morgan Stanley Com New (MS) 0.1 $681k 4.1k 164.58
Neuberger Berman Etf Trust Short Duration I (NBSD) 0.1 $680k 13k 50.71
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFH) 0.1 $678k 33k 20.82
Nike CL B (NKE) 0.1 $671k 13k 52.82
Eversource Energy (ES) 0.1 $668k 9.6k 69.28
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $650k 4.9k 132.50
AZZ Incorporated (AZZ) 0.1 $644k 5.1k 125.12
Advanced Micro Devices (AMD) 0.1 $630k 3.1k 203.43
Wells Fargo & Company (WFC) 0.1 $629k 7.9k 79.61
American Express Company (AXP) 0.1 $617k 2.0k 302.49
Neuberger Next Generation Common Stock (NBXG) 0.1 $614k 48k 12.87
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $611k 3.2k 191.92
Rockwell Automation (ROK) 0.1 $607k 1.7k 358.95
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $607k 4.6k 132.91
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $605k 12k 50.98
Citigroup Com New (C) 0.1 $603k 5.3k 113.41
Oneok (OKE) 0.1 $602k 6.7k 90.39
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $602k 5.1k 118.63
Waste Management (WM) 0.1 $600k 2.6k 229.76
Victory Portfolios Ii Vcshs Us 500 Vol (CFA) 0.1 $593k 6.5k 91.48
Gilead Sciences (GILD) 0.1 $585k 4.2k 139.38
Monster Beverage Corp (MNST) 0.1 $582k 8.0k 72.46
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $578k 2.7k 215.03
Lam Research Corp Com New (LRCX) 0.1 $574k 2.7k 213.66
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $573k 11k 50.81
Vanguard Index Fds Value Etf (VTV) 0.1 $571k 2.9k 196.18
Epam Systems (EPAM) 0.1 $569k 4.2k 135.40
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $565k 2.7k 211.15
AmerisourceBergen (COR) 0.1 $563k 1.8k 314.16
Spdr Series Trust State Street Spd (SPYM) 0.1 $562k 7.3k 76.54
Essex Property Trust (ESS) 0.1 $556k 2.3k 242.00
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR) 0.1 $551k 20k 27.35
Cardinal Health (CAH) 0.1 $547k 2.6k 211.34
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 0.1 $543k 6.3k 85.64
Bank of New York Mellon Corporation (BK) 0.1 $536k 4.5k 118.64
Caterpillar (CAT) 0.1 $533k 752.00 708.78
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $530k 14k 38.42
Starbucks Corporation (SBUX) 0.1 $528k 5.9k 89.59
Qxo Com New (QXO) 0.1 $523k 27k 19.42
Prospect Capital Corporation (PSEC) 0.1 $515k 197k 2.61
Linde SHS (LIN) 0.1 $510k 1.0k 496.00
Gitlab Class A Com (GTLB) 0.1 $509k 24k 21.64
ConocoPhillips (COP) 0.1 $509k 3.9k 132.01
Spdr Series Trust State Street Spd (SPMD) 0.1 $507k 8.6k 59.22
Lazard Ltd Shs -a - (LAZ) 0.1 $505k 12k 42.48
Trane Technologies SHS (TT) 0.1 $504k 1.2k 416.86
Mondelez Intl Cl A (MDLZ) 0.1 $502k 8.7k 57.64
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $502k 4.6k 108.99
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS) 0.1 $498k 22k 23.06
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $498k 5.7k 87.83
Charles Schwab Corporation (SCHW) 0.1 $495k 5.3k 93.98
Spdr Series Trust State Street Spd (SPSM) 0.1 $492k 10k 48.32
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $491k 4.1k 118.61
Sanmina (SANM) 0.1 $488k 3.8k 129.64
Stryker Corporation (SYK) 0.1 $483k 1.5k 328.67
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $480k 6.4k 75.10
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY) 0.1 $478k 21k 22.38
PNC Financial Services (PNC) 0.1 $475k 2.3k 208.07
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $474k 2.3k 205.80
Allstate Corporation (ALL) 0.1 $471k 2.3k 207.35
Ufp Industries (UFPI) 0.1 $469k 5.1k 92.12
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $469k 41k 11.50
Spdr Series Trust State Street Spd (XAR) 0.1 $468k 1.8k 254.03
United Parcel Svcs CL B (UPS) 0.1 $467k 4.7k 98.38
General Motors Company (GM) 0.1 $465k 6.2k 74.50
Expeditors International of Washington (EXPD) 0.1 $464k 3.2k 143.21
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $463k 24k 19.63
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $462k 3.7k 125.46
Goldman Sachs (GS) 0.1 $459k 543.00 845.79
Spdr Index Shs Fds State Street Spd (SPEM) 0.1 $457k 9.7k 46.91
Abbott Laboratories (ABT) 0.1 $456k 4.4k 102.67
Genesis Energy Unit Ltd Partn (GEL) 0.1 $455k 26k 17.83
Vanguard Index Fds Large Cap Etf (VV) 0.1 $452k 1.5k 298.85
Comcast Corp Cl A (CMCSA) 0.1 $450k 16k 28.71
Spdr Index Shs Fds State Street Spd (SPDW) 0.1 $449k 9.8k 45.65
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $448k 15k 30.22
Coca-Cola Bottling Co. Consolidated (COKE) 0.1 $445k 2.3k 191.74
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $444k 4.3k 102.26
Federated Hermes Etf Trust Hermes Total Ret (FTRB) 0.1 $440k 18k 25.14
Regeneron Pharmaceuticals (REGN) 0.1 $439k 568.00 772.68
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.1 $436k 15k 30.15
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $435k 1.9k 233.97
Micron Technology (MU) 0.1 $431k 1.3k 337.94
Electronic Arts (EA) 0.1 $428k 2.1k 203.91
Adobe Systems Incorporated (ADBE) 0.1 $427k 1.8k 243.08
Calamos Etf Tr S&p 500 Structu (CPSD) 0.1 $425k 16k 25.92
United Therapeutics Corporation (UTHR) 0.1 $425k 716.00 592.98
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.1 $421k 4.5k 93.66
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $420k 5.4k 77.10
Nextera Energy (NEE) 0.1 $416k 4.5k 92.88
Ishares Tr Msci Gbl Sus Dev (SDG) 0.0 $412k 4.9k 83.95
Ishares Tr Core Msci Euro (IEUR) 0.0 $412k 5.9k 70.28
Qualcomm (QCOM) 0.0 $412k 3.2k 128.79
Wisdomtree Tr Us Smallcap Fund (EES) 0.0 $410k 7.1k 58.05
Ishares Tr Mbs Etf (MBB) 0.0 $406k 4.3k 94.94
Freeport Mcmoran CL B (FCX) 0.0 $405k 6.9k 58.78
Hartford Financial Services (HIG) 0.0 $405k 3.0k 135.21
W.R. Berkley Corporation (WRB) 0.0 $402k 6.1k 66.28
First Tr Exchange-traded Utilities Alph (FXU) 0.0 $401k 8.1k 49.59
Ross Stores (ROST) 0.0 $398k 1.8k 216.66
Emcor (EME) 0.0 $397k 538.00 738.31
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.0 $397k 8.0k 49.81
Calamos Etf Tr Nasdaq 100 Stru (CPNQ) 0.0 $396k 15k 26.57
Ishares Tr Expnd Tec Sc Etf (IGM) 0.0 $395k 3.3k 118.51
Hca Holdings (HCA) 0.0 $392k 828.00 473.33
First Tr Exchange-traded SHS (FDL) 0.0 $392k 7.7k 50.80
Cme (CME) 0.0 $391k 1.3k 295.32
Incyte Corporation (INCY) 0.0 $391k 4.2k 94.12
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.0 $390k 8.2k 47.53
Progressive Corporation (PGR) 0.0 $390k 2.0k 198.23
Leidos Holdings (LDOS) 0.0 $389k 2.5k 155.52
Thermo Fisher Scientific (TMO) 0.0 $387k 788.00 491.60
Altria (MO) 0.0 $386k 5.8k 65.99
Servicenow (NOW) 0.0 $384k 3.7k 104.55
Intuitive Surgical Com New (ISRG) 0.0 $382k 828.00 460.99
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $381k 3.9k 96.70
First Tr Exchange Traded Nasdq Semcndtr (FTXL) 0.0 $380k 2.6k 147.49
New York Times Co Mtn Be Cl A (NYT) 0.0 $380k 4.5k 83.73
Ab Active Etfs Ultra Short Incm (YEAR) 0.0 $379k 7.5k 50.47
Victory Portfolios Ii Shares Free Cash (VFLO) 0.0 $378k 9.6k 39.48
Fs Kkr Capital Corp (FSK) 0.0 $374k 37k 10.18
Mueller Industries (MLI) 0.0 $371k 3.4k 110.80
Spdr Series Trust State Street Spd (BILS) 0.0 $371k 3.7k 99.44
Exelixis (EXEL) 0.0 $369k 8.6k 42.89
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.0 $366k 3.9k 92.76
Xcel Energy (XEL) 0.0 $365k 4.6k 79.45
BorgWarner (BWA) 0.0 $363k 6.7k 54.26
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $363k 3.7k 99.26
Blackstone Group Inc Com Cl A (BX) 0.0 $363k 3.2k 114.99
Yum China Holdings (YUMC) 0.0 $362k 7.4k 48.78
Arista Networks Com Shs (ANET) 0.0 $359k 2.9k 122.78
Parker-Hannifin Corporation (PH) 0.0 $358k 399.00 896.36
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $357k 4.0k 88.71
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $357k 1.2k 287.27
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $357k 578.00 616.76
Valero Energy Corporation (VLO) 0.0 $355k 1.4k 247.15
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $354k 41k 8.62
Autodesk (ADSK) 0.0 $354k 1.5k 239.40
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $353k 5.6k 62.69
Edison International (EIX) 0.0 $351k 4.8k 73.18
Novartis Sponsored Adr (NVS) 0.0 $350k 2.3k 152.75
First Tr Exchange-traded Indxx Aerospace (MISL) 0.0 $350k 7.8k 44.71
Laureate Ed Common Stock (LAUR) 0.0 $349k 10k 34.84
CF Industries Holdings (CF) 0.0 $347k 2.7k 129.85
Us Foods Hldg Corp call (USFD) 0.0 $347k 3.8k 92.21
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $347k 5.9k 59.03
Roundhill Etf Trust Ether Cvd Cll St (YETH) 0.0 $345k 30k 11.39
Tidal Trust Ii Return Stckd Us (RSST) 0.0 $344k 12k 28.28
Dollar General (DG) 0.0 $343k 2.9k 118.73
Innovator Etfs Trust International Dv (IOCT) 0.0 $335k 9.6k 35.05
Ishares Tr Systematic Bd Et (SYSB) 0.0 $334k 3.7k 89.00
Paychex (PAYX) 0.0 $329k 3.6k 92.11
Union Pacific Corporation (UNP) 0.0 $325k 1.3k 242.65
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $325k 2.3k 138.37
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $323k 617.00 522.71
Old Republic International Corporation (ORI) 0.0 $322k 8.1k 39.90
Loews Corporation (L) 0.0 $322k 3.0k 106.74
Intercontinental Exchange (ICE) 0.0 $321k 2.0k 157.30
Ishares Tr Msci Eafe Etf (EFA) 0.0 $320k 3.3k 97.12
Etf Ser Solutions Defiance Connect (SIXG) 0.0 $320k 4.7k 68.17
American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $320k 5.1k 62.31
Ishares Tr Msci Acwi Ex Us (ACWX) 0.0 $319k 4.7k 68.48
Global X Fds Cybrscurty Etf (BUG) 0.0 $318k 13k 25.11
MGIC Investment (MTG) 0.0 $316k 12k 26.25
Federated Hermes CL B (FHI) 0.0 $315k 5.6k 56.71
First Tr Exchange-traded Finls Alphadex (FXO) 0.0 $315k 5.6k 56.19
Enovix Corp (ENVX) 0.0 $315k 61k 5.18
FedEx Corporation (FDX) 0.0 $312k 877.00 356.03
AFLAC Incorporated (AFL) 0.0 $309k 2.8k 109.73
Globe Life (GL) 0.0 $309k 2.2k 139.17
Mercury General Corporation (MCY) 0.0 $309k 3.5k 88.15
Kroger (KR) 0.0 $307k 4.2k 72.36
Roundhill Etf Trust Bitcoin Covered (YBTC) 0.0 $307k 15k 21.06
Ishares Tr Core 40/60 Moder (AOM) 0.0 $306k 6.5k 47.37
Intel Corporation (INTC) 0.0 $303k 6.9k 44.13
Nu Hldgs Ord Shs Cl A (NU) 0.0 $302k 21k 14.37
United Rentals (URI) 0.0 $302k 414.00 728.62
MPLX Com Unit Rep Ltd (MPLX) 0.0 $300k 5.3k 57.07
Expedia Group Com New (EXPE) 0.0 $300k 1.3k 230.90
EOG Resources (EOG) 0.0 $299k 2.1k 144.55
Crown Holdings (CCK) 0.0 $298k 3.0k 100.25
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $298k 1.9k 155.10
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $298k 1.9k 160.48
Dollar Tree (DLTR) 0.0 $297k 2.7k 109.51
CSG Systems International (CSGS) 0.0 $296k 3.7k 79.94
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $296k 5.3k 55.52
Perdoceo Ed Corp (PRDO) 0.0 $296k 7.9k 37.21
Fox Corp Cl A Com (FOXA) 0.0 $295k 5.0k 58.40
Danaher Corporation (DHR) 0.0 $293k 1.5k 189.60
3M Company (MMM) 0.0 $293k 2.0k 145.24
Medtronic SHS (MDT) 0.0 $292k 3.4k 86.66
Grayscale Coindesk Crypto Usd Shs (GDLC) 0.0 $290k 9.3k 31.19
Ishares Silver Tr Ishares (SLV) 0.0 $289k 4.2k 68.14
Cincinnati Financial Corporation (CINF) 0.0 $286k 1.8k 157.39
Calamos Etf Tr Nasdaq 100 Struc (CPNS) 0.0 $285k 11k 27.17
Toro Company (TTC) 0.0 $284k 3.0k 93.44
Hologic 0.0 $283k 3.7k 75.59
Fastenal Company (FAST) 0.0 $283k 6.1k 46.40
Tenet Healthcare Corp Com New (THC) 0.0 $283k 1.5k 188.71
Nasdaq Omx (NDAQ) 0.0 $281k 3.3k 84.89
Bitwise Funds Trust Crypto Industry (BITQ) 0.0 $280k 15k 18.86
Ishares Tr Core Msci Total (IXUS) 0.0 $280k 3.2k 86.65
IDEXX Laboratories (IDXX) 0.0 $280k 498.00 561.89
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $280k 9.1k 30.68
Calamos Etf Tr Nasdaq Autocalll (CAIQ) 0.0 $276k 12k 23.84
Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $275k 5.3k 51.88
Roundhill Etf Trust Russell 2000 0dt (RDTE) 0.0 $274k 10k 27.15
Ishares Tr U.s. Tech Etf (IYW) 0.0 $274k 1.5k 181.43
Ecolab (ECL) 0.0 $274k 1.0k 266.06
Neos Etf Trust Nasdaq 100 High (QQQI) 0.0 $272k 5.5k 49.69
Grayscale Ethereum Staking Shs New (ETH) 0.0 $272k 14k 19.86
Innovator Etfs Trust Innovator Us Eq (EALT) 0.0 $269k 8.0k 33.59
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $269k 2.9k 91.37
Solstice Advanced Matls Com Shs (SOLS) 0.0 $268k 3.5k 76.15
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.0 $268k 31k 8.78
Anthem (ELV) 0.0 $266k 908.00 292.80
Marsh & McLennan Companies (MRSH) 0.0 $266k 1.5k 173.50
Phillips 66 (PSX) 0.0 $266k 1.5k 182.12
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $265k 1.4k 184.28
Applovin Corp Com Cl A (APP) 0.0 $264k 662.00 398.00
Fox Corp Cl B Com (FOX) 0.0 $261k 4.9k 53.10
Clear Secure Com Cl A (YOU) 0.0 $260k 5.4k 48.41
Blackrock Science & Technolo SHS (BST) 0.0 $256k 7.1k 36.35
Select Sector Spdr Tr State Street Con (XLP) 0.0 $256k 3.1k 81.97
Comfort Systems USA (FIX) 0.0 $255k 185.00 1378.99
PG&E Corporation (PCG) 0.0 $254k 15k 17.57
Ameriprise Financial (AMP) 0.0 $253k 568.00 444.52
eBay (EBAY) 0.0 $252k 2.8k 91.02
Fidelity Natl Finl Com Shs (FNF) 0.0 $251k 5.4k 46.38
Lowe's Companies (LOW) 0.0 $247k 1.0k 236.32
NetScout Systems (NTCT) 0.0 $246k 7.7k 31.79
InterDigital (IDCC) 0.0 $245k 812.00 302.00
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.0 $245k 2.2k 112.47
Assurant (AIZ) 0.0 $244k 1.1k 217.81
Unilever Spon Adr New (UL) 0.0 $243k 4.3k 56.97
Amphenol Corp Cl A (APH) 0.0 $242k 1.9k 126.33
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 0.0 $241k 10k 23.18
Targa Res Corp (TRGP) 0.0 $241k 959.00 250.75
Monarch Casino & Resort (MCRI) 0.0 $239k 2.5k 95.60
American Tower Reit (AMT) 0.0 $239k 1.4k 172.58
East West Ban (EWBC) 0.0 $238k 2.2k 106.76
Ishares Tr Ultra Short Dur (ICSH) 0.0 $238k 4.7k 50.62
Astrazeneca Ord (AZN) 0.0 $238k 1.2k 197.29
SEI Investments Company (SEIC) 0.0 $237k 3.0k 78.46
Grayscale Ethereum Staking E SHS (ETHE) 0.0 $236k 14k 17.07
Cnx Resources Corporation (CNX) 0.0 $235k 6.1k 38.55
Cal Maine Foods Com New (CALM) 0.0 $234k 3.0k 79.15
Overstock (BBBY) 0.0 $234k 50k 4.64
Strategy Cl A New (MSTR) 0.0 $234k 1.9k 124.80
Frontdoor (FTDR) 0.0 $233k 4.4k 52.86
Bitmine Immersion Tecnologie Com New (BMNR) 0.0 $233k 12k 19.78
Paypal Holdings (PYPL) 0.0 $232k 5.1k 45.23
Capital Group Core Balanced SHS (CGBL) 0.0 $231k 6.7k 34.41
Halozyme Therapeutics (HALO) 0.0 $231k 3.6k 64.63
D.R. Horton (DHI) 0.0 $231k 1.7k 137.21
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $230k 7.5k 30.50
Wabtec Corporation (WAB) 0.0 $230k 919.00 249.84
First Tr Exchange-traded Dj Glbl Divid (FGD) 0.0 $229k 7.2k 31.93
Invesco Actively Managed Exc Short Duration T (GTOS) 0.0 $229k 9.2k 24.95
Archer Daniels Midland Company (ADM) 0.0 $226k 3.1k 72.70
Quanta Services (PWR) 0.0 $224k 409.00 548.51
Hci (HCI) 0.0 $224k 1.4k 154.61
Nexstar Media Group Common Stock (NXST) 0.0 $224k 1.2k 180.83
Illinois Tool Works (ITW) 0.0 $223k 858.00 260.42
CNA Financial Corporation (CNA) 0.0 $223k 4.8k 45.92
Pjt Partners Com Cl A (PJT) 0.0 $222k 1.6k 139.68
Supernus Pharmaceuticals (SUPN) 0.0 $221k 4.3k 51.69
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.0 $221k 3.5k 63.91
Dell Technologies CL C (DELL) 0.0 $220k 1.3k 164.14
Marathon Petroleum Corp (MPC) 0.0 $219k 898.00 244.27
Target Corporation (TGT) 0.0 $219k 1.8k 121.21
Unum (UNM) 0.0 $219k 3.0k 73.03
Adtalem Global Ed (CVSA) 0.0 $218k 1.9k 115.25
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.0 $217k 9.0k 24.11
Horace Mann Educators Corporation (HMN) 0.0 $216k 5.1k 42.68
Casey's General Stores (CASY) 0.0 $215k 296.00 727.86
Metropcs Communications (TMUS) 0.0 $215k 1.0k 210.13
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $215k 8.1k 26.61
New York Life Invts Active E Nyli Mackay Muni (MMIN) 0.0 $213k 9.0k 23.71
Technipfmc (FTI) 0.0 $213k 3.1k 69.13
Huron Consulting (HURN) 0.0 $212k 1.7k 127.49
Ishares Tr Expanded Tech (IGV) 0.0 $211k 2.6k 80.05
Rush Enterprises Cl A (RUSHA) 0.0 $211k 3.2k 66.11
Boyd Gaming Corporation (BYD) 0.0 $211k 2.6k 82.18
Capital One Financial (COF) 0.0 $211k 1.2k 182.50
Murphy Usa (MUSA) 0.0 $211k 427.00 493.97
SYSCO Corporation (SYY) 0.0 $211k 3.0k 71.34
Western Digital (WDC) 0.0 $210k 777.00 270.52
Ishares Msci Gbl Gold Mn (RING) 0.0 $210k 2.7k 78.99
Bondbloxx Etf Trust Ir M Tax Aware (TAXM) 0.0 $210k 4.2k 49.83
First Tr Exchange-traded A Com Shs (FEX) 0.0 $209k 1.7k 121.89
Innovator Etfs Trust Us Small Cap Mng (RFLR) 0.0 $208k 7.2k 29.04
Cheniere Energy Com New (LNG) 0.0 $208k 733.00 283.76
Spdr Series Trust State Street Spd (SPYD) 0.0 $208k 4.6k 45.52
Jabil Circuit (JBL) 0.0 $207k 778.00 265.63
Synchrony Financial (SYF) 0.0 $206k 3.0k 68.02
RBB F/m Us Treasury (TBIL) 0.0 $203k 4.1k 49.86
Boston Scientific Corporation (BSX) 0.0 $203k 3.2k 62.75
Brink's Company (BCO) 0.0 $202k 2.0k 103.63
Snowflake Com Shs (SNOW) 0.0 $201k 1.3k 150.82
Grand Canyon Education (LOPE) 0.0 $201k 1.2k 170.03
Enova Intl (ENVA) 0.0 $201k 1.5k 135.83
C H Robinson Worldwide In Com New (CHRW) 0.0 $201k 1.2k 166.07
Putnam Etf Trust Franklin Massach (FTMA) 0.0 $200k 22k 8.96
Bitwise Solana Staking Etf Com Shs Of Benef (BSOL) 0.0 $178k 16k 11.05
Purecycle Technologies (PCT) 0.0 $176k 34k 5.19
Rivian Automotive Com Cl A (RIVN) 0.0 $166k 11k 15.05
Ea Series Trust Bridgeway Blue (BBLU) 0.0 $158k 11k 14.76
Icahn Enterprises Depositary Unit (IEP) 0.0 $146k 19k 7.55
Western Union Company (WU) 0.0 $103k 12k 8.73
Adt (ADT) 0.0 $90k 14k 6.57
Epsilon Energy (EPSN) 0.0 $82k 13k 6.16
Rezolve Ai Ord Shs (RZLV) 0.0 $51k 20k 2.56
Cleancore Solutions Class B Com Shs (ZONE) 0.0 $44k 123k 0.36
Autolus Therapeutics Spon Ads (AUTL) 0.0 $17k 13k 1.38