Steel Peak Wealth Management

SteelPeak Wealth as of March 31, 2026

Portfolio Holdings for SteelPeak Wealth

SteelPeak Wealth holds 527 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
Apple (AAPL) 7.9 $258M 1.0M 253.79
NVIDIA Corporation (NVDA) 5.0 $162M 931k 174.41
Tesla Motors (TSLA) 3.6 $118M 316k 371.75
Amazon (AMZN) 3.4 $112M 539k 208.27
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 3.0 $98M 150k 651.88
Alphabet Cap Stk Cl A (GOOGL) 2.9 $96M 333k 287.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.6 $85M 147k 577.18
Microsoft Corporation (MSFT) 2.2 $73M 196k 370.17
Meta Platforms Cl A (META) 2.0 $64M 112k 572.13
Ishares Tr Core S&p500 Etf (IVV) 1.9 $63M 96k 653.21
Ishares Tr Core Univrsl Usd (IUSB) 1.5 $50M 1.1M 46.19
Advanced Micro Devices (AMD) 1.5 $48M 238k 203.43
Amgen (AMGN) 1.5 $48M 136k 351.85
Cisco Systems (CSCO) 1.2 $40M 512k 77.59
Broadcom (AVGO) 1.2 $39M 125k 309.51
Netflix (NFLX) 1.1 $37M 385k 96.15
Ishares Tr S&p 500 Val Etf (IVE) 1.1 $35M 166k 211.15
Applied Materials (AMAT) 1.1 $35M 101k 341.79
Micron Technology (MU) 1.0 $33M 98k 337.99
Intel Corporation (INTC) 1.0 $32M 730k 44.13
Lam Research Corp Com New (LRCX) 0.9 $31M 145k 213.91
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $30M 266k 113.11
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.9 $30M 65k 464.15
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.9 $29M 504k 58.18
Ishares Core Msci Emkt (IEMG) 0.9 $29M 420k 69.75
Alphabet Cap Stk Cl C (GOOG) 0.8 $28M 97k 286.86
Palantir Technologies Cl A (PLTR) 0.8 $28M 190k 146.28
Intuitive Surgical Com New (ISRG) 0.8 $26M 56k 460.99
Ishares Tr Russell 2000 Etf (IWM) 0.7 $25M 99k 248.00
Ishares Tr Eafe Value Etf (EFV) 0.7 $24M 328k 74.35
Chevron Corporation (CVX) 0.7 $24M 117k 206.90
Ishares Tr Us Treas Bd Etf (GOVT) 0.7 $23M 998k 22.91
Verizon Communications (VZ) 0.7 $22M 441k 50.20
JPMorgan Chase & Co. (JPM) 0.6 $21M 71k 294.16
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $20M 102k 191.81
Johnson & Johnson (JNJ) 0.6 $19M 79k 244.44
Ishares Tr Msci Usa Mmentm (MTUM) 0.6 $19M 78k 239.99
Rio Tinto Sponsored Adr (RIO) 0.6 $18M 191k 95.83
Ishares Tr Msci Eafe Etf (EFA) 0.6 $18M 188k 97.13
Ishares Tr Mbs Etf (MBB) 0.6 $18M 191k 94.95
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.5 $18M 600k 29.99
Select Sector Spdr Tr State Street Tec (XLK) 0.5 $18M 135k 132.90
Gilead Sciences (GILD) 0.5 $18M 126k 139.37
Merck & Co (MRK) 0.5 $17M 140k 121.10
Caterpillar (CAT) 0.5 $17M 24k 708.45
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $16M 161k 100.72
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $16M 306k 51.93
Marvell Technology (MRVL) 0.5 $16M 158k 99.05
Pepsi (PEP) 0.5 $16M 100k 155.29
Costco Wholesale Corporation (COST) 0.5 $15M 15k 996.43
Shopify Cl A Sub Vtg Shs (SHOP) 0.5 $15M 129k 118.62
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $15M 269k 56.79
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $15M 137k 111.37
Qualcomm (QCOM) 0.5 $15M 116k 128.78
Niagen Bioscience Com New (NAGE) 0.5 $15M 3.4M 4.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $15M 46k 320.81
UnitedHealth (UNH) 0.4 $14M 53k 270.59
Texas Instruments Incorporated (TXN) 0.4 $14M 74k 194.14
Coca-Cola Company (KO) 0.4 $14M 183k 76.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $14M 29k 479.19
Blackrock Etf Trust Ishares A I Inno (BAI) 0.4 $14M 422k 32.95
Astrana Health Com New (ASTH) 0.4 $14M 560k 24.52
Goldman Sachs (GS) 0.4 $14M 16k 846.01
Blackrock Etf Trust Ishares Us Thema (THRO) 0.4 $13M 364k 36.22
Metropcs Communications (TMUS) 0.4 $12M 59k 210.03
Linde SHS (LIN) 0.4 $12M 25k 495.76
Applovin Corp Com Cl A (APP) 0.4 $12M 29k 397.99
Select Sector Spdr Tr State Street Uti (XLU) 0.4 $12M 252k 45.89
Exxon Mobil Corporation (XOM) 0.4 $12M 68k 169.66
Home Depot (HD) 0.4 $12M 35k 328.89
Vanguard World Inf Tech Etf (VGT) 0.3 $11M 16k 697.73
McDonald's Corporation (MCD) 0.3 $11M 36k 310.79
Select Sector Spdr Tr State Street Com (XLC) 0.3 $11M 99k 110.86
Select Sector Spdr Tr State Street Ind (XLI) 0.3 $11M 68k 161.73
Ishares Tr Core Intl Aggr (IAGG) 0.3 $11M 212k 50.04
Pgim Short Duration High Yie (ISD) 0.3 $11M 795k 13.16
Blackrock Etf Trust Ishares Defense (IDEF) 0.3 $10M 316k 32.72
T Rowe Price Etf Floating Rate (TFLR) 0.3 $9.7M 193k 50.36
Procter & Gamble Company (PG) 0.3 $9.7M 67k 144.44
Kla Corp Com New (KLAC) 0.3 $9.7M 6.6k 1472.43
Visa Com Cl A (V) 0.3 $9.6M 32k 302.24
Blackrock Etf Trust Ishares Large Ca (BLCR) 0.3 $9.5M 231k 41.06
Honeywell International (HON) 0.3 $9.3M 41k 226.03
Citigroup Com New (C) 0.3 $9.2M 81k 113.41
Select Sector Spdr Tr State Street Fin (XLF) 0.3 $9.0M 182k 49.37
Pfizer (PFE) 0.3 $8.4M 300k 28.08
International Business Machines (IBM) 0.3 $8.3M 34k 242.39
Abbvie (ABBV) 0.2 $8.0M 37k 217.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $7.7M 13k 597.55
Kroger (KR) 0.2 $7.5M 103k 72.36
Nextera Energy (NEE) 0.2 $7.5M 80k 92.88
Lowe's Companies (LOW) 0.2 $7.1M 30k 236.28
At&t (T) 0.2 $7.1M 244k 28.99
Mastercard Incorporated Cl A (MA) 0.2 $7.0M 14k 499.64
Crowdstrike Hldgs Cl A (CRWD) 0.2 $6.9M 18k 390.42
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $6.7M 49k 138.37
Uber Technologies (UBER) 0.2 $6.7M 93k 71.93
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $6.4M 19k 328.66
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.2 $6.3M 128k 49.37
Spdr Series Trust State Street Spd (SPYV) 0.2 $5.9M 105k 56.58
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $5.9M 117k 50.63
Boeing Company (BA) 0.2 $5.6M 28k 199.03
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $5.5M 75k 73.14
Wal-Mart Stores (WMT) 0.2 $5.4M 43k 124.52
Bank of America Corporation (BAC) 0.2 $5.2M 107k 48.75
Permian Basin Rty Tr Unit Ben Int (PBT) 0.2 $5.1M 235k 21.53
Ishares Tr Systematic Bd Et (SYSB) 0.2 $5.1M 57k 89.00
Intuit (INTU) 0.2 $5.0M 12k 432.39
Marathon Petroleum Corp (MPC) 0.2 $4.9M 20k 244.18
Northrop Grumman Corporation (NOC) 0.1 $4.8M 7.1k 682.26
Vertiv Holdings Com Cl A (VRT) 0.1 $4.8M 19k 250.58
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $4.6M 72k 64.08
Vanguard Index Fds Growth Etf (VUG) 0.1 $4.6M 11k 436.79
Ishares Tr Core Msci Eafe (IEFA) 0.1 $4.6M 51k 90.53
Corteva (CTVA) 0.1 $4.6M 54k 83.71
Ishares Gold Tr Ishares New (IAU) 0.1 $4.4M 50k 88.16
Western Digital (WDC) 0.1 $4.3M 16k 270.48
Blackstone Group Inc Com Cl A (BX) 0.1 $4.3M 37k 114.99
salesforce (CRM) 0.1 $4.2M 22k 186.67
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $4.2M 37k 112.11
S&p Global (SPGI) 0.1 $4.2M 9.8k 425.34
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $4.1M 42k 99.27
Robinhood Mkts Com Cl A (HOOD) 0.1 $4.1M 59k 69.30
Wells Fargo & Company (WFC) 0.1 $4.1M 51k 79.61
Leidos Holdings (LDOS) 0.1 $4.1M 26k 155.52
Ge Aerospace Com New (GE) 0.1 $4.1M 14k 284.18
Tidal Trust I Fundstrat Granny (GRNY) 0.1 $4.0M 169k 23.87
Eli Lilly & Co. (LLY) 0.1 $4.0M 4.3k 919.69
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $4.0M 45k 88.49
MetLife (MET) 0.1 $4.0M 56k 70.72
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $3.9M 75k 52.64
EQT Corporation (EQT) 0.1 $3.9M 61k 63.64
Newmont Mining Corporation (NEM) 0.1 $3.9M 36k 108.25
American Electric Power Company (AEP) 0.1 $3.8M 29k 131.08
Walt Disney Company (DIS) 0.1 $3.8M 40k 96.38
Consolidated Edison (ED) 0.1 $3.8M 33k 113.18
eBay (EBAY) 0.1 $3.7M 41k 91.02
D.R. Horton (DHI) 0.1 $3.7M 27k 137.22
Ishares Tr Core Msci Total (IXUS) 0.1 $3.7M 43k 86.64
Synchrony Financial (SYF) 0.1 $3.7M 54k 68.02
Fox Corp Cl A Com (FOXA) 0.1 $3.7M 63k 58.40
Ge Vernova (GEV) 0.1 $3.7M 4.2k 873.11
Argan (AGX) 0.1 $3.7M 6.7k 544.67
Globe Life (GL) 0.1 $3.6M 26k 139.17
Datadog Cl A Com (DDOG) 0.1 $3.6M 31k 118.05
Ford Motor Company (F) 0.1 $3.6M 309k 11.54
W.R. Berkley Corporation (WRB) 0.1 $3.5M 53k 66.28
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $3.4M 128k 26.20
Oracle Corporation (ORCL) 0.1 $3.3M 23k 147.11
Morgan Stanley Com New (MS) 0.1 $3.3M 20k 164.57
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $3.3M 9.7k 338.89
Palo Alto Networks (PANW) 0.1 $3.3M 21k 160.32
American Tower Reit (AMT) 0.1 $3.3M 19k 172.58
Union Pacific Corporation (UNP) 0.1 $3.1M 13k 242.62
Dollar General (DG) 0.1 $3.1M 26k 118.73
Comfort Systems USA (FIX) 0.1 $3.1M 2.2k 1379.05
McKesson Corporation (MCK) 0.1 $3.0M 3.5k 866.14
Cameco Corporation (CCJ) 0.1 $3.0M 28k 108.61
Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $3.0M 49k 61.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $3.0M 16k 191.92
Steel Dynamics (STLD) 0.1 $3.0M 17k 180.54
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $3.0M 72k 41.68
Starbucks Corporation (SBUX) 0.1 $3.0M 33k 89.59
General Motors Company (GM) 0.1 $2.9M 40k 74.50
Herbalife Com Shs (HLF) 0.1 $2.9M 200k 14.72
Tapestry (TPR) 0.1 $2.9M 21k 141.11
Sba Communications Corp Cl A (SBAC) 0.1 $2.9M 17k 172.11
Spdr Gold Tr Gold Shs (GLD) 0.1 $2.9M 6.6k 430.29
Genuine Parts Company (GPC) 0.1 $2.8M 27k 106.80
Ishares Tr National Mun Etf (MUB) 0.1 $2.8M 27k 106.15
Altria (MO) 0.1 $2.8M 42k 66.97
Woodward Governor Company (WWD) 0.1 $2.8M 7.8k 357.92
Cigna Corp (CI) 0.1 $2.8M 11k 266.75
Agnico (AEM) 0.1 $2.8M 14k 202.98
Ishares Gold Tr Shares Represent (IAUM) 0.1 $2.8M 60k 46.70
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $2.8M 54k 51.09
Vici Pptys (VICI) 0.1 $2.8M 101k 27.32
American Intl Group Com New (AIG) 0.1 $2.7M 36k 75.25
Aercap Holdings Nv SHS (AER) 0.1 $2.7M 19k 137.18
CRH Ord (CRH) 0.1 $2.7M 25k 105.47
Celestica (CLS) 0.1 $2.7M 9.4k 281.68
Emcor (EME) 0.1 $2.7M 3.6k 738.32
Howmet Aerospace (HWM) 0.1 $2.6M 12k 230.47
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.6M 13k 198.30
Carpenter Technology Corporation (CRS) 0.1 $2.6M 6.6k 394.15
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $2.6M 45k 56.86
Primoris Services (PRIM) 0.1 $2.6M 18k 143.12
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $2.5M 6.5k 392.50
Ishares Tr Msci Usa Value (VLUE) 0.1 $2.5M 18k 142.19
AeroVironment (AVAV) 0.1 $2.5M 13k 183.05
Anglogold Ashanti Com Shs (AU) 0.1 $2.4M 25k 97.36
First Solar (FSLR) 0.1 $2.4M 12k 197.26
Amphenol Corp Cl A (APH) 0.1 $2.4M 19k 126.59
Vanguard Index Fds Value Etf (VTV) 0.1 $2.4M 12k 196.20
Duolingo Cl A Com (DUOL) 0.1 $2.4M 24k 98.57
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $2.4M 47k 49.89
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $2.3M 5.9k 383.39
Kinross Gold Corp (KGC) 0.1 $2.3M 74k 30.52
Bloom Energy Corp Com Cl A (BE) 0.1 $2.3M 17k 135.49
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $2.2M 21k 106.50
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $2.2M 58k 38.42
Dycom Industries (DY) 0.1 $2.2M 6.5k 338.82
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $2.2M 94k 22.98
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $2.1M 36k 60.12
FedEx Corporation (FDX) 0.1 $2.1M 6.0k 357.61
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $2.1M 19k 108.99
Cloudflare Cl A Com (NET) 0.1 $2.1M 10k 206.33
Philip Morris International (PM) 0.1 $2.1M 12k 166.76
Monster Beverage Corp (MNST) 0.1 $2.0M 28k 72.46
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.1 $2.0M 86k 23.87
Spdr Series Trust State Street Spd (SHM) 0.1 $2.0M 43k 47.83
Arista Networks Com Shs (ANET) 0.1 $2.0M 16k 122.78
Spotify Technology S A SHS (SPOT) 0.1 $2.0M 4.1k 484.90
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $2.0M 39k 50.98
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $2.0M 14k 146.61
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $2.0M 39k 49.99
Neos Etf Trust Nasdaq 100 High (QQQI) 0.1 $1.9M 39k 49.69
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $1.9M 70k 27.15
Dell Technologies CL C (DELL) 0.1 $1.8M 11k 164.13
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.8M 71k 25.10
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.8M 31k 56.68
Raytheon Technologies Corp (RTX) 0.1 $1.8M 9.2k 192.90
Sandisk Corp (SNDK) 0.1 $1.7M 2.7k 635.34
Elbit Sys Ord (ESLT) 0.1 $1.7M 1.9k 849.09
Bristol Myers Squibb (BMY) 0.0 $1.6M 27k 60.65
Waste Management (WM) 0.0 $1.6M 6.9k 229.80
Valero Energy Corporation (VLO) 0.0 $1.5M 6.3k 247.08
Ishares U S Etf Tr Bloomberg Roll (CMDY) 0.0 $1.5M 26k 59.42
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $1.5M 62k 24.75
Deere & Company (DE) 0.0 $1.5M 2.7k 565.02
Ea Series Trust Freedom 100 Em (FRDM) 0.0 $1.5M 27k 54.88
Tidal Trust Ii Return Stacked U (RSSX) 0.0 $1.5M 63k 23.43
United Rentals (URI) 0.0 $1.5M 2.0k 728.56
Servicenow (NOW) 0.0 $1.5M 14k 104.55
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $1.4M 2.00 718140.00
RadNet (RDNT) 0.0 $1.4M 25k 55.89
Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $1.4M 51k 27.65
Coinbase Global Com Cl A (COIN) 0.0 $1.4M 8.0k 174.62
Proshares Tr Invt Int Rt Hg (IGHG) 0.0 $1.4M 18k 77.66
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $1.4M 23k 61.26
United Parcel Svcs CL B (UPS) 0.0 $1.3M 14k 98.38
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $1.3M 23k 59.03
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $1.3M 17k 78.41
Kimberly-Clark Corporation (KMB) 0.0 $1.3M 13k 97.47
MercadoLibre (MELI) 0.0 $1.3M 733.00 1729.02
Vanguard Index Fds Small Cp Etf (VB) 0.0 $1.3M 4.8k 261.93
Tidal Trust Ii Return Stacked B (RSBY) 0.0 $1.3M 68k 18.59
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.0 $1.3M 53k 23.50
Travelers Companies (TRV) 0.0 $1.2M 4.3k 291.70
Lockheed Martin Corporation (LMT) 0.0 $1.2M 2.1k 604.25
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $1.2M 13k 93.93
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $1.2M 920.00 1320.72
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.0 $1.2M 24k 50.56
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $1.2M 4.2k 287.18
Ishares Tr Conv Bd Etf (ICVT) 0.0 $1.2M 12k 101.79
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.0 $1.2M 23k 51.03
Hldgs (UAL) 0.0 $1.2M 13k 92.07
Tidal Trust Ii Rtn Stacked Bd (RSBT) 0.0 $1.2M 63k 18.85
Garmin SHS (GRMN) 0.0 $1.2M 5.0k 232.00
Wisdomtree Tr Efficient Gld Pl (GDE) 0.0 $1.2M 18k 62.90
Ishares Msci Japan Etf (EWJ) 0.0 $1.2M 14k 84.44
Sl Green Realty Corp (SLG) 0.0 $1.1M 31k 36.94
Teledyne Technologies Incorporated (TDY) 0.0 $1.1M 1.9k 605.01
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $1.1M 14k 82.57
Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $1.1M 16k 70.51
Direxion Shares Etf Trust Daily Semiconduc (SOXL) 0.0 $1.1M 23k 47.91
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $1.1M 21k 49.95
Ishares Tr Ishares Biotech (IBB) 0.0 $1.0M 6.2k 168.85
Oneok (OKE) 0.0 $1.0M 12k 90.39
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $1.0M 20k 52.76
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $1.0M 21k 50.95
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $1.0M 1.7k 618.33
Roblox Corp Cl A (RBLX) 0.0 $1.0M 18k 56.56
Crispr Therapeutics Namen Akt (CRSP) 0.0 $1.0M 22k 47.57
ON Semiconductor (ON) 0.0 $1.0M 16k 61.92
Ishares Silver Tr Ishares (SLV) 0.0 $999k 15k 68.14
American Express Company (AXP) 0.0 $977k 3.2k 302.45
Nike CL B (NKE) 0.0 $951k 18k 53.21
Constellation Energy (CEG) 0.0 $951k 3.4k 279.25
Amphastar Pharmaceuticals (AMPH) 0.0 $949k 49k 19.59
T. Rowe Price (TROW) 0.0 $948k 11k 90.14
Tractor Supply Company (TSCO) 0.0 $941k 21k 45.30
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $938k 9.3k 100.58
Affirm Hldgs Com Cl A (AFRM) 0.0 $935k 20k 45.82
Ptc (PTC) 0.0 $934k 6.6k 142.49
Twist Bioscience Corp (TWST) 0.0 $928k 20k 47.52
Doordash Cl A (DASH) 0.0 $926k 6.2k 150.15
Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $921k 18k 51.88
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $915k 11k 84.91
Reddit Cl A (RDDT) 0.0 $908k 6.7k 134.66
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $907k 9.5k 95.44
Kinder Morgan (KMI) 0.0 $878k 26k 33.53
Ark Etf Tr Innovation Etf (ARKK) 0.0 $876k 13k 67.59
Bruker Corporation (BRKR) 0.0 $875k 24k 36.17
Host Hotels & Resorts (HST) 0.0 $864k 45k 19.16
Amcor Com New (AMCR) 0.0 $863k 22k 39.75
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $858k 16k 55.52
Fidelity Covington Trust Disruptive Autom (FBOT) 0.0 $828k 25k 33.11
Kraft Heinz (KHC) 0.0 $825k 37k 22.49
MPLX Com Unit Rep Ltd (MPLX) 0.0 $821k 14k 57.07
Credicorp (BAP) 0.0 $821k 2.4k 339.18
Spdr Series Trust State Street Spd (BIL) 0.0 $816k 8.9k 91.64
Peak (DOC) 0.0 $812k 49k 16.43
Parsons Corporation (PSN) 0.0 $808k 15k 54.17
Fiserv (FISV) 0.0 $807k 15k 55.80
Prudential Financial (PRU) 0.0 $787k 8.1k 97.69
Ishares Tr Investment Grade (IGEB) 0.0 $785k 17k 45.06
Ondas Com New (ONDS) 0.0 $782k 87k 9.04
TransDigm Group Incorporated (TDG) 0.0 $781k 674.00 1158.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $776k 9.8k 79.27
Fidelity Natl Finl Com Shs (FNF) 0.0 $775k 17k 46.38
Blackrock (BLK) 0.0 $769k 800.00 961.61
OSI Systems (OSIS) 0.0 $768k 2.9k 265.51
Ormat Technologies (ORA) 0.0 $768k 6.9k 111.92
ConAgra Foods (CAG) 0.0 $767k 49k 15.72
Eaton Corp SHS (ETN) 0.0 $765k 2.1k 357.71
Strategy Cl A New (MSTR) 0.0 $761k 6.1k 124.80
Ameresco Cl A (AMRC) 0.0 $760k 30k 25.50
Ambarella SHS (AMBA) 0.0 $756k 15k 51.48
Teradyne (TER) 0.0 $741k 2.5k 296.46
Campbell Soup Company (CPB) 0.0 $741k 33k 22.27
Truist Financial Corp equities (TFC) 0.0 $740k 16k 45.97
Bitmine Immersion Tecnologie Com New (BMNR) 0.0 $730k 37k 19.78
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $725k 3.5k 208.07
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $724k 6.6k 109.68
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $719k 14k 50.61
Ehang Hldgs Ads (EH) 0.0 $717k 74k 9.71
Beam Therapeutics (BEAM) 0.0 $708k 30k 23.83
Spdr Series Trust State Street Spd (SPYM) 0.0 $701k 9.2k 76.54
Boyd Gaming Corporation (BYD) 0.0 $684k 8.3k 82.38
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.0 $660k 6.7k 99.08
Cadence Design Systems (CDNS) 0.0 $655k 2.4k 277.82
Mongodb Cl A (MDB) 0.0 $653k 2.7k 244.73
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.0 $650k 13k 49.68
Illumina (ILMN) 0.0 $644k 5.2k 123.26
Snowflake Com Shs (SNOW) 0.0 $639k 4.2k 150.83
Roku Com Cl A (ROKU) 0.0 $625k 6.6k 94.62
American Centy Etf Tr Large Cap Equity (ACLC) 0.0 $623k 8.5k 73.72
Ishares Tr Core 40/60 Moder (AOM) 0.0 $614k 13k 47.37
3M Company (MMM) 0.0 $609k 4.2k 145.22
Parker-Hannifin Corporation (PH) 0.0 $608k 679.00 894.74
Us Bancorp Com New (USB) 0.0 $589k 11k 52.54
Archer Aviation Com Cl A (ACHR) 0.0 $587k 114k 5.17
Tidal Trust Ii Return Stacked U (RSSY) 0.0 $581k 26k 22.24
Broadstone Net Lease (BNL) 0.0 $577k 31k 18.56
Spdr Index Shs Fds State Street Spd (SPDW) 0.0 $575k 13k 45.65
Iren Ordinary Shares (IREN) 0.0 $574k 17k 34.28
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.0 $573k 42k 13.67
Nebius Group Shs Class A (NBIS) 0.0 $570k 5.5k 103.76
Spdr Series Trust State Street Spd (SPYG) 0.0 $569k 5.8k 97.91
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $562k 12k 47.20
Tidal Trust Ii Return Stckd Us (RSST) 0.0 $561k 20k 28.28
Rocket Lab Corp (RKLB) 0.0 $555k 8.6k 64.22
Vulcan Materials Company (VMC) 0.0 $552k 2.0k 272.35
Pinterest Cl A (PINS) 0.0 $550k 30k 18.34
Capital One Financial (COF) 0.0 $523k 2.9k 182.45
Danaher Corporation (DHR) 0.0 $521k 2.7k 189.87
Circle Internet Group Com Cl A (CRCL) 0.0 $519k 5.4k 95.41
Ishares Tr Us Infrastruc (IFRA) 0.0 $506k 8.8k 57.20
Nucor Corporation (NUE) 0.0 $504k 3.0k 169.68
Biogen Idec (BIIB) 0.0 $496k 2.7k 183.36
Spdr Series Trust State Street Spd (SPYX) 0.0 $492k 9.3k 53.03
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $490k 12k 42.56
Southern Company (SO) 0.0 $485k 5.0k 96.52
Ishares Tr S&p 100 Etf (OEF) 0.0 $480k 1.5k 318.10
Occidental Petroleum Corporation (OXY) 0.0 $478k 7.3k 65.24
Natera (NTRA) 0.0 $473k 2.4k 199.99
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $473k 3.8k 124.31
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $473k 5.5k 86.69
Astera Labs (ALAB) 0.0 $469k 4.3k 109.60
Ishares Tr Broad Usd High (USHY) 0.0 $466k 13k 36.84
Dollar Tree (DLTR) 0.0 $463k 4.2k 109.51
Chesapeake Energy Corp (EXE) 0.0 $457k 4.2k 109.78
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.0 $453k 3.9k 116.29
Harmony Biosciences Hldgs In (HRMY) 0.0 $448k 16k 28.01
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $446k 852.00 522.87
Dow (DOW) 0.0 $445k 11k 41.65
Rivian Automotive Com Cl A (RIVN) 0.0 $445k 30k 15.05
Tenet Healthcare Corp Com New (THC) 0.0 $440k 2.3k 188.71
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.0 $435k 10k 42.65
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.0 $432k 8.7k 49.61
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $429k 24k 18.29
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $428k 6.4k 67.00
Quanta Services (PWR) 0.0 $420k 764.00 549.21
Tempus Ai Cl A (TEM) 0.0 $418k 9.2k 45.22
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.0 $410k 12k 34.45
Okta Cl A (OKTA) 0.0 $407k 5.2k 78.71
Bank of New York Mellon Corporation (BK) 0.0 $405k 3.4k 118.62
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $400k 1.9k 213.62
Ross Stores (ROST) 0.0 $400k 1.8k 216.58
Lyondellbasell Industries Nv Shs - A - (LYB) 0.0 $400k 5.0k 80.56
Duke Energy Corp Com New (DUK) 0.0 $399k 3.1k 130.96
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $399k 1.3k 302.26
Target Corporation (TGT) 0.0 $391k 3.2k 121.19
Vistra Energy (VST) 0.0 $389k 2.6k 150.33
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.0 $386k 7.4k 52.19
Edwards Lifesciences (EW) 0.0 $384k 4.8k 80.07
Lumentum Hldgs (LITE) 0.0 $374k 532.00 702.76
Thermo Fisher Scientific (TMO) 0.0 $368k 748.00 492.47
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $367k 4.1k 88.70
Cheniere Energy Com New (LNG) 0.0 $366k 1.3k 283.76
Freeport Mcmoran CL B (FCX) 0.0 $365k 6.2k 58.78
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.0 $362k 20k 17.75
Coreweave Com Cl A (CRWV) 0.0 $361k 4.7k 77.47
Fidelity National Information Services (FIS) 0.0 $357k 7.6k 46.91
Delta Air Lines Com New (DAL) 0.0 $356k 5.4k 66.48
Ishares Tr Ibonds 1-5 Yr Co (LDRC) 0.0 $356k 14k 25.25
Arthur J. Gallagher & Co. (AJG) 0.0 $352k 1.6k 216.62
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $352k 2.8k 125.46
Adobe Systems Incorporated (ADBE) 0.0 $351k 1.4k 243.08
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $350k 4.9k 71.72
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) 0.0 $348k 3.5k 98.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $344k 4.7k 73.64
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $343k 7.2k 47.55
AFLAC Incorporated (AFL) 0.0 $343k 3.1k 109.71
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $343k 4.1k 82.74
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.0 $342k 12k 28.08
Devon Energy Corporation (DVN) 0.0 $340k 6.8k 50.32
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $336k 17k 19.30
BP Sponsored Adr (BP) 0.0 $335k 7.1k 47.00
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $333k 3.6k 91.37
Abbott Laboratories (ABT) 0.0 $331k 3.2k 102.67
Ishares Tr Expanded Tech (IGV) 0.0 $331k 4.1k 80.05
Ishares Tr U.s. Tech Etf (IYW) 0.0 $328k 1.8k 181.45
Glaukos (GKOS) 0.0 $327k 3.0k 107.66
Spdr Index Shs Fds State Street Spd (EFAX) 0.0 $325k 6.5k 49.77
Arm Holdings Sponsored Ads (ARM) 0.0 $320k 2.1k 151.28
Allstate Corporation (ALL) 0.0 $318k 1.5k 208.42
Amplify Etf Tr Cwp Enhanced Div (DIVO) 0.0 $317k 7.1k 44.85
Phillips 66 (PSX) 0.0 $315k 1.7k 182.18
Columbia Seligm Prem Tech Gr (STK) 0.0 $313k 8.3k 37.93
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.0 $308k 12k 24.77
Bullish Ord Shs (BLSH) 0.0 $307k 8.6k 35.73
Kkr & Co (KKR) 0.0 $301k 3.3k 92.50
Macerich Company (MAC) 0.0 $298k 16k 18.90
Permian Resources Corp Class A Com (PR) 0.0 $295k 14k 21.32
Keysight Technologies (KEYS) 0.0 $293k 1.0k 282.37
Rocket Cos Com Cl A (RKT) 0.0 $292k 21k 14.25
TJX Companies (TJX) 0.0 $287k 1.8k 159.69
Axon Enterprise (AXON) 0.0 $286k 674.00 424.61
Spdr Series Trust State Street Spd (JNK) 0.0 $284k 3.0k 95.72
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA) 0.0 $283k 3.3k 86.15
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.0 $281k 9.3k 30.15
Novartis Sponsored Adr (NVS) 0.0 $276k 1.8k 152.71
Edison International (EIX) 0.0 $275k 3.8k 73.18
Charles Schwab Corporation (SCHW) 0.0 $275k 2.9k 93.97
Wisdomtree Tr Internationl Efi (NTSI) 0.0 $274k 6.2k 44.01
Air Products & Chemicals (APD) 0.0 $273k 938.00 290.48
Blacksky Technology Cl A New (BKSY) 0.0 $272k 11k 25.16
Banco Santander Sa Adr (SAN) 0.0 $271k 24k 11.28
World Gold Tr Spdr Gld Minis (GLDM) 0.0 $271k 2.9k 92.69
Quest Diagnostics Incorporated (DGX) 0.0 $270k 1.4k 195.98
Booking Holdings (BKNG) 0.0 $270k 64.00 4210.33
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $269k 602.00 446.54
Vornado Rlty Tr Sh Ben Int (VNO) 0.0 $268k 10k 25.99
Public Service Enterprise (PEG) 0.0 $267k 3.3k 80.95
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $263k 644.00 407.69
Ishares Tr Faln Angls Usd (FALN) 0.0 $260k 9.7k 26.72
Nasdaq Omx (NDAQ) 0.0 $258k 3.0k 84.89
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $254k 7.6k 33.22
Hp (HPQ) 0.0 $254k 13k 19.52
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $250k 6.8k 36.81
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $249k 4.7k 52.56
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $248k 5.9k 42.31
Medtronic SHS (MDT) 0.0 $246k 2.8k 87.36
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.0 $245k 2.2k 110.80
First Tr Exchange Traded Nasd Tech Div (TDIV) 0.0 $243k 2.6k 93.66
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $243k 1.6k 155.11
ConocoPhillips (COP) 0.0 $242k 1.8k 131.98
First Tr Exchange-traded Ft Vest Tec (TDVI) 0.0 $241k 9.1k 26.56
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $241k 3.6k 67.52
Applied Digital Corp Com New (APLD) 0.0 $240k 10k 23.74
AES Corporation (AES) 0.0 $238k 17k 14.09
Proshares Tr Pshs Ultra Indl (UXI) 0.0 $237k 4.8k 49.36
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $237k 3.8k 62.56
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $236k 2.9k 82.42
Select Sector Spdr Tr State Street Con (XLY) 0.0 $232k 2.1k 108.96
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.0 $231k 4.5k 51.84
Regal-beloit Corporation (RRX) 0.0 $230k 1.2k 187.67
Williams Companies (WMB) 0.0 $228k 3.1k 72.78
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $225k 3.0k 75.18
Global X Fds Global X Copper (COPX) 0.0 $223k 2.9k 76.35
Best Buy (BBY) 0.0 $222k 3.4k 65.11
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $221k 5.5k 40.19
Vaneck Etf Trust Real Assets Etf (RAAX) 0.0 $220k 5.4k 40.71
Main Street Capital Corporation (MAIN) 0.0 $218k 4.1k 52.96
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $217k 1.1k 191.74
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $217k 842.00 257.32
Novo-nordisk A S Adr (NVO) 0.0 $215k 5.7k 37.97
Ast Spacemobile Com Cl A (ASTS) 0.0 $213k 2.6k 82.87
Simon Property (SPG) 0.0 $211k 1.1k 186.52
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $211k 7.2k 29.13
Ryder System (R) 0.0 $210k 1.0k 204.76
Shell Spon Ads (SHEL) 0.0 $208k 2.2k 93.00
Illinois Tool Works (ITW) 0.0 $208k 792.00 262.02
Ares Capital Corporation (ARCC) 0.0 $206k 11k 18.02
Nu Hldgs Ord Shs Cl A (NU) 0.0 $206k 14k 14.37
Etsy (ETSY) 0.0 $205k 4.1k 49.98
Motorola Solutions Com New (MSI) 0.0 $204k 468.00 435.37
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $204k 937.00 217.25
Chubb (CB) 0.0 $203k 622.00 326.90
Ishares Tr Msci Uk Etf New (EWU) 0.0 $203k 4.5k 45.56
Matador Resources (MTDR) 0.0 $201k 3.2k 63.18
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $200k 1.2k 165.67
Global X Fds Cloud Computng (CLOU) 0.0 $197k 10k 19.50
USA Rare Earth Inc A (USAR) 0.0 $169k 11k 15.14
Arbor Realty Trust (ABR) 0.0 $168k 22k 7.71
Black Stone Minerals Com Unit (BSM) 0.0 $166k 11k 15.12
Invesco Van Kampen Cal Val Mun Inc Trust (VCV) 0.0 $165k 16k 10.44
First Tr Exchange-traded Ft Vest Bitcoin (DFII) 0.0 $165k 12k 13.30
Nio Spon Ads (NIO) 0.0 $156k 26k 6.03
Genelux Corporation (GNLX) 0.0 $147k 61k 2.42
Flowers Foods (FLO) 0.0 $146k 18k 8.15
Cipher Mining (CIFR) 0.0 $143k 11k 12.87
BioCryst Pharmaceuticals (BCRX) 0.0 $130k 14k 9.52
Coherus Biosciences (CHRS) 0.0 $117k 69k 1.69
Silver Spike Investment Corp (LIEN) 0.0 $100k 10k 9.68
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $93k 18k 5.03
Platinum Group Metals (PLG) 0.0 $80k 45k 1.77
Snap Cl A (SNAP) 0.0 $72k 16k 4.60
Pacific Biosciences of California (PACB) 0.0 $63k 48k 1.32
Industrial Logistics Pptys T Com Shs Ben Int (ILPT) 0.0 $57k 10k 5.68
Standard Lithium Corp equities (SLI) 0.0 $51k 15k 3.41
T1 Energy Com New (TE) 0.0 $46k 10k 4.39
Biosig Technologies (STEX) 0.0 $39k 35k 1.13
Rein Therapeutics Com New (RNTX) 0.0 $17k 13k 1.30
Kandi Technologies Group Usd Ord Shs (KNDI) 0.0 $8.4k 10k 0.84