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Institutional

GWN SECURITIES INC.

CIK 0001265905
$522.6M
Reported AUM
462
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · GWN SECURITIES INC. · Q1 2026

AI · grounded in 13F

GWN SECURITIES INC. established a new position in IGV with a $1.32M investment. The fund also opened a new position in PVAL worth $1.17M and increased its holdings in BJAN by 98.58%. On the selling side, the fund trimmed its positions in SHV by 24.29% and SUB by 19.26%.

Portfolio · Q1 2026

IVV$13.2MAAPL$12.4MQQQ$10.6MBUFB$8.2MSPY$8.0MOther$426.4MGI

Top holdings

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1IVVISHARES TR$13.2M2.53%-43-0.2%
2AAPLAPPLE INC$12.4M2.37%+667+1.4%
3QQQINVESCO QQQ TR$10.6M2.02%+1,226+7.2%
4BUFBINNOVATOR ETFS TRUST$8.2M1.57%+11,790+5.5%
5SPYSTATE STR SPDR S&P 500 ETF T$8.0M1.54%-931-7.0%
6ICSHISHARES TR$7.2M1.37%-17,421-11.0%
7BUFFINNOVATOR ETFS TRUST$6.5M1.24%+5,157+4.1%
8RSPINVESCO EXCHANGE TRADED FD T$6.3M1.21%+4,203+14.6%
9MSFTMICROSOFT CORP$6.2M1.18%+1,423+9.3%
10NVDANVIDIA CORPORATION$6.0M1.15%-525-1.5%
11JNJJOHNSON & JOHNSON$6.0M1.15%-2,035-7.6%
12VGTVANGUARD WORLD FD$5.6M1.08%+187+2.4%
13CAHCARDINAL HEALTH INC$5.6M1.07%-2,787-9.5%
14SUBISHARES TR$5.3M1.01%-11,825-19.3%
15ITOTISHARES TR$5.1M0.98%+30+0.1%
16VTIVANGUARD INDEX FDS$4.8M0.91%+3,761+33.8%
17LLYELI LILLY & CO$4.7M0.90%-116-2.2%
18DUKDUKE ENERGY CORP NEW$4.6M0.88%-1,343-3.7%
19AMZNAMAZON COM INC$4.5M0.86%+601+2.9%
20SOSOUTHERN CO$4.5M0.85%-2,101-4.4%
21CASYCASEYS GEN STORES INC$4.4M0.84%-405-6.3%
22CEFSPROTT ASSET MANAGEMENT LP$4.2M0.81%HELD
23IXUSISHARES TR$4.2M0.80%+2,014+4.3%
24KOCOCA COLA CO$4.2M0.80%-2,172-3.8%
25BRK/BBERKSHIRE HATHAWAY INC DEL$4.0M0.77%+779+10.2%
26GLDSPDR GOLD TR$4.0M0.76%+716+8.5%
27KRKROGER CO$3.9M0.75%-1,990-3.5%
28LNTALLIANT ENERGY CORP$3.8M0.74%-3,126-5.5%
29VHTVANGUARD WORLD FD$3.7M0.72%+163+1.2%
30NOCNORTHROP GRUMMAN CORP$3.7M0.71%-138-2.5%
31EDGFADVISORS INNER CIRCLE FD II$3.7M0.71%+4,904+3.4%
32TAT&T INC$3.6M0.69%-6,676-5.1%
33WMWASTE MGMT INC DEL$3.6M0.69%-819-5.0%
34MCDMCDONALDS CORP$3.6M0.69%-675-5.5%
35SHVISHARES TR$3.5M0.67%-10,245-24.3%
36BUYWNORTHERN LTS FD TR IV$3.5M0.67%+3,838+1.6%
37RSGREPUBLIC SVCS INC$3.5M0.66%-807-4.9%
38VOOVANGUARD INDEX FDS$3.4M0.65%+114+2.0%
39BNDVANGUARD BD INDEX FDS$3.3M0.64%+14,211+45.6%
40SFLRINNOVATOR ETFS TRUST$3.2M0.62%+25,960+40.0%
41BJANINNOVATOR ETFS TRUST$3.2M0.61%+29,859+98.6%
42CBCHUBB LTD SWITZ$3.2M0.61%-562-5.4%
43PGPROCTER & GAMBLE CO$3.2M0.61%-1,050-4.5%
44DIASTATE STR SPDR DOW JONES IND$3.2M0.61%+2,110+44.7%
45MCKMCKESSON CORP$3.1M0.59%-222-5.9%
46GOOGALPHABET INC$3.0M0.58%+1,091+11.5%
47RTORENTOKIL INITIAL PLC$2.9M0.56%-5,866-5.9%
48METAMETA PLATFORMS INC$2.9M0.56%+952+22.8%
49MSIMOTOROLA SOLUTIONS INC$2.8M0.54%-346-5.1%
50SECTNORTHERN LTS FD TR IV$2.6M0.50%+143+0.3%
51VTWOVANGUARD SCOTTSDALE FDS$2.5M0.48%+356+1.4%
52IVEISHARES TR$2.5M0.48%-141-1.2%
53WMTWALMART INC$2.5M0.47%+6,551+49.1%
54IEFAISHARES TR$2.4M0.46%-1,008-3.6%
55SYYSYSCO CORP$2.4M0.46%-7,644-18.5%
56IWMISHARES TR$2.4M0.45%-2,518-20.8%
57AIRRFIRST TR EXCHANGE TRADED FD$2.3M0.45%+669+3.3%
58MDLZMONDELEZ INTL INC$2.3M0.44%-8,851-18.1%
59CGMUCAPITAL GRP FIXED INCM ETF T$2.3M0.44%+15,774+23.2%
60UNHUNITEDHEALTH GROUP INC$2.3M0.43%+236+2.9%
61DFAUDIMENSIONAL ETF TRUST$2.2M0.43%+2,208+4.7%
62VOVANGUARD INDEX FDS$2.2M0.43%+669+9.5%
63TAXFAMERICAN CENTY ETF TR$2.2M0.42%+950+2.2%
64GOOGLALPHABET INC$2.1M0.41%-114-1.5%
65VXUSVANGUARD STAR FDS$2.1M0.40%+3,653+15.4%
66JPMJPMORGAN CHASE & CO$2.1M0.40%+719+11.2%
67SHYISHARES TR$2.1M0.40%+602+2.4%
68QFLRINNOVATOR ETFS TRUST$2.1M0.39%+28,817+87.2%
69CVXCHEVRON CORPORATION$2.1M0.39%-3-0.0%
70XLKSELECT SECTOR SPDR TR$2.0M0.39%+516+3.5%
71COWZPACER FDS TR$2.0M0.39%-2,121-6.1%
72AVGOBROADCOM INC$2.0M0.39%+1,751+36.7%
73BSEPINNOVATOR ETFS TRUST$2.0M0.38%-430-1.0%
74JBNDJ P MORGAN EXCHANGE TRADED F$2.0M0.38%+3,327+10.0%
75NAPRINNOVATOR ETFS TRUST$2.0M0.37%+1,447+4.2%
76FMDEFIDELITY COVINGTON TRUST$1.9M0.37%-6,953-11.4%
77BALTINNOVATOR ETFS TRUST$1.9M0.37%+21,567+60.1%
78SCHDSCHWAB STRATEGIC TR$1.9M0.36%-1,316-2.1%
79LWLAMB WESTON HLDGS INC$1.9M0.35%-4,054-8.5%
80CGDVCAPITAL GROUP DIVIDEND VALUE$1.8M0.35%+7,007+19.5%
81XLFSELECT SECTOR SPDR TR$1.8M0.35%+9,897+37.0%
82DFAIDIMENSIONAL ETF TRUST$1.8M0.34%-1,651-3.5%
83BDYNBLACKROCK ETF TRUST$1.7M0.32%+3,639+5.5%
84INTLNORTHERN LTS FD TR IV$1.6M0.31%+177+0.3%
85PRNINVESCO EXCHANGE TRADED FD T$1.6M0.30%-104-1.3%
86CGHMCAPITAL GRP FIXED INCM ETF T$1.5M0.29%+15,419+34.6%
87GRNYTIDAL TRUST I$1.5M0.29%+5,906+10.2%
88IEMGISHARES INC$1.5M0.29%-659-3.0%
89IGSBISHARES TR$1.5M0.28%+317+1.1%
90CGUSCAPITAL GROUP CORE EQUITY ET$1.5M0.28%+5,434+16.7%
91ABBVABBVIE INC$1.4M0.28%+275+4.3%
92IVWISHARES TR$1.4M0.27%+1,150+10.0%
93XTISHARES TR$1.4M0.27%-1,690-7.5%
94TSLATESLA INC$1.4M0.27%+533+16.3%
95XBJLINNOVATOR ETFS TRUST$1.4M0.27%+225+0.6%
96XLESELECT SECTOR SPDR TR$1.4M0.27%+2,315+11.2%
97GILDGILEAD SCIENCES INC$1.4M0.27%-595-5.6%
98SOXXISHARES TR$1.4M0.26%-146-3.4%
99JEPIJ P MORGAN EXCHANGE TRADED F$1.4M0.26%+2,124+9.8%
100MUMICRON TECHNOLOGY INC$1.4M0.26%-120-2.9%
101VIGVANGUARD SPECIALIZED FUNDS$1.3M0.26%+19+0.3%
102IGVISHARES TR$1.3M0.25%+16,491NEW
103NEENEXTERA ENERGY INC$1.3M0.25%-379-2.6%
104BNDXVANGUARD CHARLOTTE FDS$1.3M0.25%+7,092+35.4%
105ILCGISHARES TR$1.3M0.25%+62+0.5%
106ARTYISHARES TR$1.3M0.25%-44-0.2%
107IJHISHARES TR$1.3M0.25%+20+0.1%
108CATCATERPILLAR INC$1.3M0.24%+179+11.2%
109VVISA INC$1.3M0.24%+1,539+58.9%
110QTUMETF SER SOLUTIONS$1.2M0.24%+245+2.2%
111HYMBSPDR SERIES TRUST$1.2M0.22%+1,500+3.3%
112PVALPUTNAM ETF TRUST$1.2M0.22%+25,173NEW
113AGGISHARES TR$1.2M0.22%-2,340-16.8%
114RTXRTX CORPORATION$1.1M0.22%-201-3.3%
115DELLDELL TECHNOLOGIES INC$1.1M0.21%+950+16.1%
116XOMEXXON MOBIL CORP$1.1M0.21%-535-7.6%
117MOALTRIA GROUP INC$1.1M0.21%-33-0.2%
118VFHVANGUARD WORLD FD$1.1M0.21%-148-1.6%
119AEMAGNICO EAGLE MINES LTD$1.1M0.21%+262+5.2%
120SCHRSCHWAB STRATEGIC TR$1.1M0.21%+170+0.4%
121IBMINTERNATIONAL BUSINESS MACHS$1.1M0.20%+752+20.6%
122CNEQTHE ALGER ETF TRUST$1.1M0.20%+938+2.9%
123LQDISHARES TR$1.1M0.20%-670-6.5%
124SHOCEA SERIES TRUST$1.0M0.20%+659+4.8%
125SPSBSPDR SERIES TRUST$1.0M0.20%+1,355+4.2%
126SCHGSCHWAB STRATEGIC TR$1.0M0.20%-11,293-24.4%
127SHYDVANECK ETF TRUST$1.0M0.20%+17,914+66.1%
128MTZMASTEC INC$1.0M0.19%+444+16.5%
129DFIVDIMENSIONAL ETF TRUST$1.0M0.19%-310-1.6%
130NOCTINNOVATOR ETFS TRUST$1.0M0.19%+1,142+6.9%
131CSXCSX CORP$1.0M0.19%HELD
132IUSBISHARES TR$993K0.19%+3,285+18.0%
133VYMVANGUARD WHITEHALL FDS$971K0.19%+91+1.4%
134TJXTJX COS INC NEW$971K0.19%+303+5.2%
135VUGVANGUARD INDEX FDS$968K0.19%+257+13.1%
136XBJAINNOVATOR ETFS TRUST$967K0.19%+319+1.0%
137BAUGINNOVATOR ETFS TRUST$964K0.18%+571+3.0%
138VCITVANGUARD SCOTTSDALE FDS$949K0.18%+6,933+152.7%
139CGGECAPITAL GROUP GLOBAL EQUITY$948K0.18%+7,383+31.1%
140BMYBRISTOL-MYERS SQUIBB CO$943K0.18%+405+2.7%
141AMDADVANCED MICRO DEVICES INC$942K0.18%+1,021+28.3%
142BBLUEA SERIES TRUST$930K0.18%+780+1.3%
143ORREA SERIES TRUST$918K0.18%+17,158+214.0%
144AFLAFLAC INC$914K0.17%-69-0.8%
145COSTCOSTCO WHOLESALE CORPORATION$910K0.17%+36+4.1%
146PFFISHARES TR$895K0.17%+690+2.4%
147FESMFIDELITY COVINGTON TRUST$889K0.17%+3,420+17.1%
148BIVVANGUARD BD INDEX FDS$888K0.17%+1,487+14.8%
149VZVERIZON COMMUNICATIONS INC$883K0.17%-12,106-40.8%
150AMGNAMGEN INC$879K0.17%-40-1.6%
151NJULINNOVATOR ETFS TRUST$875K0.17%-57-0.5%
152PJANINNOVATOR ETFS TRUST$868K0.17%+8,542+83.2%
153BJUNINNOVATOR ETFS TRUST$866K0.17%+348+1.9%
154MFSGMFS ACTIVE EXCHANGE TRADED F$854K0.16%+33,380NEW
155IAUISHARES GOLD TR$849K0.16%-740-7.1%
156PAAAPGIM ETF TR$845K0.16%+16,512NEW
157SPLBSPDR SERIES TRUST$841K0.16%+2,281+6.4%
158BOCTINNOVATOR ETFS TRUST$840K0.16%+56+0.3%
159VTVVANGUARD INDEX FDS$835K0.16%+572+15.5%
160BLVVANGUARD BD INDEX FDS$830K0.16%+1,697+16.4%
161PLTRPALANTIR TECHNOLOGIES INC$827K0.16%+1,769+45.5%
162CCJCAMECO CORP$825K0.16%+1,743+29.8%
163TGTXTG THERAPEUTICS INC$821K0.16%HELD
164ZDEKINNOVATOR ETFS TRUST$818K0.16%+900+2.9%
165HYGISHARES TR$810K0.16%-2,547-20.0%
166CGDGCAPITAL GROUP DIVIDEND GROWE$804K0.15%+5,464+32.3%
167GMOMCAMBRIA ETF TR$801K0.15%+15+0.1%
168PSFFPACER FDS TR$801K0.15%-105-0.4%
169EQIXEQUINIX INC$800K0.15%+89+12.2%
170PSXPHILLIPS 66$795K0.15%-148-3.3%
171GEGE AEROSPACE$792K0.15%+274+10.9%
172FBNDFIDELITY MERRIMACK STR TR$791K0.15%-8,072-31.8%
173XMHQINVESCO EXCHANGE TRADED FD T$781K0.15%-3,110-29.2%
174SGOVISHARES TR$781K0.15%-26-0.3%
175EFVISHARES TR$777K0.15%+744+7.7%
176CGSMCAPITAL GRP FIXED INCM ETF T$775K0.15%-650-2.2%
177IWRISHARES TR$762K0.15%-280-3.4%
178JAJLINNOVATOR ETFS TRUST$761K0.15%+6,491+33.0%
179PMPHILIP MORRIS INTL INC$761K0.15%-332-6.7%
180HDVISHARES TR$761K0.15%+259+4.8%
181PLDPROLOGIS INC.$754K0.14%+292+5.4%
182LRCXLAM RESEARCH CORP$751K0.14%+664+23.3%
183DYNFBLACKROCK ETF TRUST$748K0.14%-554-4.1%
184FBTCFIDELITY WISE ORIGIN BITCOIN$741K0.14%+2,463+24.4%
185GBILGOLDMAN SACHS ETF TR$740K0.14%+7,389NEW
186NFGNATIONAL FUEL GAS CO$737K0.14%+566+7.8%
187VDEVANGUARD WORLD FD$733K0.14%-122-2.8%
188SPGSIMON PPTY GROUP INC NEW$726K0.14%+180+4.9%
189NTRNUTRIEN LTD$722K0.14%+9,563NEW
190DDOMINION ENERGY INC$721K0.14%+1,087+10.3%
191NJANINNOVATOR ETFS TRUST$720K0.14%+69+0.5%
192GSGOLDMAN SACHS GROUP INC$716K0.14%+65+8.3%
193STXGEA SERIES TRUST$713K0.14%HELD
194VEAVANGUARD TAX-MANAGED FDS$702K0.13%+708+6.9%
195VBKVANGUARD INDEX FDS$701K0.13%+44+1.9%
196ALTOALTO INGREDIENTS INC$699K0.13%+13,244+10.1%
197MTUMISHARES TR$693K0.13%+436+17.8%
198JCIJOHNSON CONTROLS INTERNATION$693K0.13%+5,291NEW
199IUSGISHARES TR$686K0.13%-8-0.2%
200DFASDIMENSIONAL ETF TRUST$680K0.13%+139+1.5%
201WELLWELLTOWER INC$678K0.13%+221+6.9%
202CCITIGROUP INC$673K0.13%+5,934NEW
203SLVISHARES SILVER TR$664K0.13%+1,002+11.5%
204ADBEADOBE INC$660K0.13%+744+37.8%
205IWFISHARES TR$655K0.13%+215+16.3%
206VSTVISTRA CORP$650K0.12%+769+21.7%
207HSBCHSBC HLDGS PLC$649K0.12%+503+6.8%
208VOTVANGUARD INDEX FDS$646K0.12%+123+5.2%
209SFLOVICTORY PORTFOLIOS II$642K0.12%+256+1.2%
210VRTVERTIV HOLDINGS CO$640K0.12%+209+8.9%
211KJANINNOVATOR ETFS TRUST$639K0.12%+2,019+15.2%
212VEUVANGUARD INTL EQUITY INDEX F$639K0.12%-298-3.4%
213IJRISHARES TR$629K0.12%+169+3.5%
214ATEXANTERIX INC$629K0.12%+16,468NEW
215HDHOME DEPOT INC$623K0.12%-1,602-45.8%
216CTASIMPLIFY EXCHANGE TRADED FUN$622K0.12%+12,119+143.2%
217DBMFLITMAN GREGORY FDS TR$619K0.12%+20,534NEW
218WCNWASTE CONNECTIONS INC$614K0.12%+447+13.4%
219LRNSTRIDE INC$614K0.12%+3,788+119.5%
220FVALFIDELITY COVINGTON TRUST$605K0.12%+698+8.7%
221XLISELECT SECTOR SPDR TR$601K0.12%-276-6.9%
222BAPRINNOVATOR ETFS TRUST$600K0.11%-606-4.7%
223TSMTAIWAN SEMICONDUCTOR MANUFAC$599K0.11%+905+104.5%
224DFAEDIMENSIONAL ETF TRUST$594K0.11%-300-1.7%
225SMHVANECK ETF TRUST$592K0.11%+933+152.7%
226LQDHISHARES U S ETF TR$587K0.11%-891-12.3%
227BACBANK AMERICA CORP$582K0.11%+2,172+22.2%
228WTVWISDOMTREE TR$582K0.11%+2,837+85.8%
229QUREQUANTA SVCS INC$578K0.11%+321+43.9%
230LNGCHENIERE ENERGY INC$576K0.11%+617+43.7%
231XLVSELECT SECTOR SPDR TR$573K0.11%+190+5.1%
232CGGOCAPITAL GROUP GBL GROWTH EQT$566K0.11%+2,536+17.6%
233VWOVANGUARD INTL EQUITY INDEX F$560K0.11%+109+1.1%
234BAIBLACKROCK ETF TRUST$560K0.11%+1,546+10.0%
235DISDISNEY WALT CO$551K0.11%+386+7.2%
236LASRNLIGHT INC$551K0.11%+319+3.4%
237GARPISHARES TR$550K0.11%+3,080+55.8%
238IMCBISHARES TR$549K0.11%+215+3.4%
239OUNZVANECK MERK GOLD ETF$547K0.10%+6,537+116.7%
240BCIABRDN ETFS$546K0.10%+6,659+42.0%
241INNVINNOVAGE HLDG CORP$536K0.10%+9,596+16.8%
242ZFEBINNOVATOR ETFS TRUST$531K0.10%+20,924NEW
243QUALISHARES TR$531K0.10%+316+12.9%
244MSCIMSCI INC$530K0.10%+187+23.5%
245SLYVSPDR SERIES TRUST$526K0.10%+430+8.4%
246IUSVISHARES TR$525K0.10%HELD
247ETRENTERGY CORP NEW$525K0.10%-423-8.3%
248IEURISHARES TR$525K0.10%-569-7.1%
249VCLTVANGUARD SCOTTSDALE FDS$513K0.10%+6,867NEW
250ISCGISHARES TR$512K0.10%+604+6.9%
251CRDOCREDO TECHNOLOGY GROUP HOLDI$505K0.10%+1,768+48.9%
252FDVVFIDELITY COVINGTON TRUST$503K0.10%+970+11.9%
253BEBLOOM ENERGY CORP$500K0.10%+228+6.6%
254FETFORUM ENERGY TECHNOLOGIES IN$496K0.09%+8,456NEW
255COHRCOHERENT CORP$489K0.09%+120+6.2%
256BDECINNOVATOR ETFS TRUST$488K0.09%HELD
257STXDEA SERIES TRUST$483K0.09%HELD
258STXEEA SERIES TRUST$481K0.09%HELD
259AVNMAMERICAN CENTY ETF TR$478K0.09%+6,277NEW
260XDQQINNOVATOR ETFS TRUST$466K0.09%-207-1.6%
261ILTBISHARES TR$453K0.09%+150+1.6%
262USHYISHARES TR$447K0.09%+520+4.5%
263NPKINPK INTERNATIONAL INC$444K0.09%+3,963+14.8%
264GLDMWORLD GOLD TR$444K0.08%-250-5.0%
265TJULINNOVATOR ETFS TRUST$443K0.08%-101-0.7%
266JEPQJ P MORGAN EXCHANGE TRADED F$443K0.08%+132+1.7%
267FLOTISHARES TR$442K0.08%+1,217+16.3%
268VOEVANGUARD INDEX FDS$439K0.08%+30+1.3%
269FYLDCAMBRIA ETF TR$438K0.08%-434-3.6%
270ATROASTRONICS CORP$437K0.08%+202+3.2%
271IWYISHARES TR$436K0.08%+164+10.3%
272AOMISHARES TR$436K0.08%-361-3.8%
273GWWWW GRAINGER INC$436K0.08%+399NEW
274FLDRFIDELITY MERRIMACK STR TR$434K0.08%+2,104+32.0%
275POCTINNOVATOR ETFS TRUST$434K0.08%-370-3.5%
276NFLXNETFLIX INC.$434K0.08%+81+1.8%
277STRVEA SERIES TRUST$424K0.08%+1,270+14.4%
278DGROISHARES TR$420K0.08%-117-1.9%
279CXDOCREXENDO INC$418K0.08%+46,403+217.5%
280IMCGISHARES TR$413K0.08%+155+3.0%
281GSATGLOBALSTAR INC$413K0.08%+1,278+25.9%
282AXGNAXOGEN INC$410K0.08%+1,218+10.9%
283IBITISHARES BITCOIN TRUST ETF$407K0.08%+1,970+22.9%
284IMCVISHARES TR$404K0.08%+161+3.5%
285ADCAGREE RLTY CORP$404K0.08%-252-4.5%
286NTLAINTELLIA THERAPEUTICS INC$404K0.08%+10,641+51.1%
287FCLDFIDELITY COVINGTON TRUST$401K0.08%-2,250-13.2%
288PTLNORTHERN LTS FD TR IV$401K0.08%+100+6.7%
289AXONAXON ENTERPRISE INC$400K0.08%+311+49.2%
290APHAMPHENOL CORP$400K0.08%+3,164NEW
291COMDIREXION SHARES ETF TRUST$398K0.08%+39+0.3%
292CWCOCONSOLIDATED WATER CO INC$398K0.08%+12,010NEW
293CRSCARPENTER TECHNOLOGY CORP$396K0.08%+1,005NEW
294ACAARCOSA INC$394K0.08%+778+26.5%
295QQQMINVESCO EXCH TRADED FD TR II$391K0.07%+57+3.6%
296HCAHCA HEALTHCARE INC$390K0.07%+228+38.3%
297HIIHUNTINGTON INGALLS INDS INC$388K0.07%+262+34.5%
298EFGISHARES TR$387K0.07%+3,473NEW
299ISCVISHARES TR$385K0.07%+184+3.4%
300VNQVANGUARD INDEX FDS$385K0.07%+150+3.6%
301MMM3M CO$382K0.07%+343+15.0%
302SPDWSPDR INDEX SHS FDS$381K0.07%-95-1.1%
303PFEPFIZER INC$381K0.07%-1,349-9.0%
304FTECFIDELITY COVINGTON TRUST$378K0.07%+4+0.2%
305OKLOOKLO INC$377K0.07%+7,596NEW
306FMATFIDELITY COVINGTON TRUST$375K0.07%-47-0.7%
307XLUSELECT SECTOR SPDR TR$374K0.07%+5+0.1%
308BIPBROOKFIELD INFRASTRUCTURE PA$373K0.07%+3,278+46.5%
309CACICACI INTL INC$372K0.07%+208+43.8%
310SPOTSPOTIFY TECHNOLOGY S A$369K0.07%+228+42.8%
311GCOGENESCO INC$368K0.07%+12,687NEW
312XARSPDR SERIES TRUST$367K0.07%-116-7.4%
313PFFAETFIS SER TR I$366K0.07%+188+1.1%
314XLYSELECT SECTOR SPDR TR$366K0.07%-268-7.4%
315SCHBSCHWAB STRATEGIC TR$361K0.07%+39+0.3%
316AUNAAUNA S A$361K0.07%+65,512NEW
317AMKRAMKOR TECHNOLOGY INC$359K0.07%+7,967NEW
318CMGCHIPOTLE MEXICAN GRILL INC$358K0.07%-200-1.8%
319GAUGALIANO GOLD INC$354K0.07%+39,271+38.5%
320MPLXMPLX LP$354K0.07%+2,106+51.5%
321ICFISHARES TR$353K0.07%+162+2.9%
322UBERUBER TECHNOLOGIES INC$352K0.07%+862+21.4%
323MRKMERCK & CO INC$350K0.07%-344-10.6%
324SMPSTANDARD MTR PRODS INC$348K0.07%+1,392+16.2%
325QVALEA SERIES TRUST$346K0.07%HELD
326STRLSTERLING INFRASTRUCTURE INC$345K0.07%+846NEW
327OPRXOPTIMIZERX CORP$344K0.07%+32,492+145.3%
328MAMAMAMAS CREATIONS INC$344K0.07%+22,399NEW
329XLCSELECT SECTOR SPDR TR$344K0.07%+36+1.2%
330BMARINNOVATOR ETFS TRUST$342K0.07%+6,511NEW
331AXPAMERICAN EXPRESS CO$341K0.07%+365+47.9%
332BABOEING CO$341K0.07%-39-2.2%
333ULTAULTA BEAUTY INC$340K0.07%+171+35.6%
334IYWISHARES TR$338K0.06%-26-1.4%
335ROLROLLINS INC$337K0.06%+1,831+40.9%
336GEHCGE HEALTHCARE TECHNOLOGIES I$336K0.06%+1,352+40.1%
337THROBLACKROCK ETF TRUST$332K0.06%+1,458+18.9%
338KGCKINROSS GOLD CORP$330K0.06%+10,813NEW
339INTUINTUIT$328K0.06%+11+1.5%
340MRSKNORTHERN LIGHTS FD TR$326K0.06%-172-1.8%
341BGRNISHARES TR$326K0.06%+2,043+42.3%
342MTAMETALLA RTY & STREAMING LTD$325K0.06%+6,161+14.4%
343ABEQUNIFIED SER TR$325K0.06%-67-0.8%
344USMVISHARES TR$325K0.06%-20-0.6%
345CBRECBRE GROUP INC$323K0.06%+760+46.8%
346QMOMEA SERIES TRUST$323K0.06%HELD
347APGAPI GROUP CORP$322K0.06%+7,957NEW
348DEDEERE & CO$321K0.06%+119+26.4%
349MAMASTERCARD INCORPORATED$321K0.06%+135+26.6%
350CINFCINCINNATI FINL CORP$318K0.06%HELD
351SHOPSHOPIFY INC$318K0.06%+1,028+62.3%
352CGMMCAPITAL GROUP EQUITY ETF TR$318K0.06%+1,876+21.0%
353TLHISHARES TR$317K0.06%+333+11.8%
354RWLINVESCO EXCH TRADED FD TR II$317K0.06%-306-10.0%
355SOLVSOLVENTUM CORP$315K0.06%+1,402+40.9%
356APIAGORA INC$315K0.06%+89,075NEW
357TRVTRAVELERS COMPANIES INC$314K0.06%-8-0.7%
358SPEMSPDR INDEX SHS FDS$311K0.06%+565+9.3%
359CHDCHURCH & DWIGHT CO INC$310K0.06%-200-5.7%
360AAVMEA SERIES TRUST$307K0.06%+107+1.1%
361APPAPPLOVIN CORP$307K0.06%+164+27.0%
362OUSTOUSTER INC$304K0.06%+2,373+16.7%
363RINGISHARES INC$303K0.06%+3,834NEW
364IQLTISHARES TR$302K0.06%+1,181+22.0%
365MUNIPIMCO ETF TR$300K0.06%-28-0.5%
366NPCENEUROPACE INC$298K0.06%+22,644NEW
367MBBISHARES TR$298K0.06%-42-1.3%
368TPIFTIMOTHY PLAN$297K0.06%+2,250+37.5%
369BIBLNORTHERN LTS FD TR IV$297K0.06%+300+5.0%
370NSSCNAPCO SEC TECHNOLOGIES INC$296K0.06%+7,521NEW
371ZJULINNOVATOR ETFS TRUST$294K0.06%-32-0.3%
372FETHFIDELITY ETHEREUM FD$293K0.06%+6,619+89.4%
373EFAISHARES TR$292K0.06%-6,948-69.8%
374DVYISHARES TR$290K0.06%-40-2.0%
375MSTRSTRATEGY INC$290K0.06%+2,325NEW
376IJTISHARES TR$290K0.06%-20-1.0%
377BRBROADRIDGE FINL SOLUTIONS IN$288K0.06%+674+61.4%
378NBIGTHEMES ETF TR$287K0.05%+39,253NEW
379SOFISOFI TECHNOLOGIES INC$286K0.05%+18,006NEW
380BUXXEA SERIES TRUST$285K0.05%+169+1.2%
381DPRODRAGANFLY INC.$280K0.05%+57,074NEW
382CAVACAVA GROUP INC$279K0.05%-1-0.0%
383AWKAMERICAN WTR WKS CO INC NEW$277K0.05%+202+11.0%
384TXNTEXAS INSTRS INC$277K0.05%+25+1.8%
385BABAALIBABA GROUP HLDG LTD$275K0.05%-113-4.9%
386XMMOINVESCO EXCHANGE TRADED FD T$273K0.05%+50+2.7%
387TQQQPROSHARES TR$273K0.05%+539+9.0%
388PNQIINVESCO EXCHANGE TRADED FD T$272K0.05%-233-3.7%
389AVUVAMERICAN CENTY ETF TR$269K0.05%+102+4.4%
390BJULINNOVATOR ETFS TRUST$269K0.05%-54-1.0%
391PYPLPAYPAL HLDGS INC$268K0.05%-168-2.8%
392TMATNORTHERN LTS FD TR IV$268K0.05%+293+2.6%
393JXNJACKSON FINANCIAL INC$265K0.05%+11+0.4%
394PTRBPGIM ETF TR$264K0.05%+395+6.6%
395EPDENTERPRISE PRODS PARTNERS L$262K0.05%+97+1.4%
396FELGFIDELITY COVINGTON TRUST$261K0.05%-3,487-33.4%
397TCHIISHARES TR$259K0.05%+124+1.0%
398PANWPALO ALTO NETWORKS INC$259K0.05%+388+31.7%
399VBVANGUARD INDEX FDS$257K0.05%-39-3.8%
400TFLOISHARES TR$257K0.05%+730+16.8%
401NOBLPROSHARES TR$257K0.05%-18-0.7%
402USRTISHARES TR$256K0.05%+495+12.9%
403SMLFISHARES TR$251K0.05%+239+7.7%
404CSCOCISCO SYS INC$248K0.05%+552+20.9%
405IAGGISHARES TR$247K0.05%+773+18.6%
406CLOABLACKROCK ETF TRUST II$246K0.05%+637+15.5%
407DNPDNP SELECT INCOME FD INC$245K0.05%+292+1.2%
408GRNJTIDAL TRUST III$243K0.05%+9,705NEW
409JPIBJ P MORGAN EXCHANGE TRADED F$241K0.05%-1,498-22.9%
410ORCLORACLE CORP$241K0.05%-2,717-62.4%
411VIOVVANGUARD ADMIRAL FDS INC$240K0.05%+9+0.4%
412VDCVANGUARD WORLD FD$239K0.05%-25-2.3%
413IDEFBLACKROCK ETF TRUST$239K0.05%+7,298NEW
414ISSCINNOVATIVE SOLUTIONS & SUPPO$232K0.04%+11,291NEW
415XPELXPEL INC$231K0.04%-287-5.2%
416BLCRBLACKROCK ETF TRUST$230K0.04%+5,598NEW
417NLYANNALY CAPITAL MANAGEMENT IN$229K0.04%+10+0.1%
418PHYSSPROTT ASSET MANAGEMENT LP$229K0.04%+6,455NEW
419IWNISHARES TR$227K0.04%+51+4.5%
420GSYINVESCO ACTIVELY MANAGED EXC$226K0.04%HELD
421PAVEGLOBAL X FDS$224K0.04%+18+0.4%
422EEMISHARES TR$223K0.04%-6,560-62.5%
423EYLDCAMBRIA ETF TR$222K0.04%-48-0.9%
424SLVPISHARES INC$222K0.04%+6,265NEW
425COPCONOCOPHILLIPS$221K0.04%+1,671NEW
426TSNTYSON FOODS INC$219K0.04%-135-3.8%
427HONHONEYWELL INTL INC$219K0.04%+969NEW
428CGCVCAPITAL GROUP CONSERVATIVE E$219K0.04%+7,332NEW
429ZNOVINNOVATOR ETFS TRUST$217K0.04%+48+0.6%
430IVVMBLACKROCK ETF TRUST II$216K0.04%+6,342NEW
431PDIPIMCO DYNAMIC INCOME FD$216K0.04%HELD
432EWJISHARES INC$215K0.04%+2,543NEW
433BLKBLACKROCK INC$213K0.04%+1+0.5%
434JPLDJ P MORGAN EXCHANGE TRADED F$212K0.04%-40-1.0%
435CALFPACER FDS TR$211K0.04%-80-1.7%
436QQQXNUVEEN NASDAQ 100 DYNAMIC OV$210K0.04%HELD
437ICVTISHARES TR$209K0.04%+2,057NEW
438GEVGE VERNOVA INC$209K0.04%+239NEW
439STXTEA SERIES TRUST$207K0.04%+123+1.2%
440WWJDNORTHERN LTS FD TR IV$206K0.04%+5,500NEW
441XSVMINVESCO EXCHANGE TRADED FD T$205K0.04%+3,410NEW
442VGITVANGUARD SCOTTSDALE FDS$205K0.04%+3,434NEW
443OGEOGE ENERGY CORP$204K0.04%+4,260NEW
444CRMSALESFORCE INC$204K0.04%-23-2.1%
445TMUST-MOBILE US INC$204K0.04%-108-10.0%
446MELIMERCADOLIBRE INC$204K0.04%+118NEW
447SNDKSANDISK CORP$204K0.04%+321NEW
448ENBENBRIDGE INC$204K0.04%+3,760NEW
449UDECINNOVATOR ETFS TRUST$203K0.04%HELD
450IJSISHARES TR$202K0.04%+1,707NEW
451PUBMPUBMATIC INC$202K0.04%+7,174+41.1%
452FFORD MTR CO$196K0.04%-1,257-6.9%
453BCXBLACKROCK RES & COMMODITIES$195K0.04%HELD
454BITBLACKROCK MULTI SECTOR INC T$183K0.04%HELD
455HRHEALTHCARE RLTY TR$170K0.03%-372-3.6%
456MGNIMAGNITE INC$170K0.03%+14,321NEW
457OSGOCTAVE SPECIALTY GROUP INC$169K0.03%+36,404NEW
458ETJEATON VANCE RISK-MANAGED DIV$163K0.03%HELD
459COMPCOMPASS INC$91K0.02%HELD
460XIGDXVOYA GLBL EQTY DIV & PREM OP$60K0.01%HELD
461LFCRLIFECORE BIOMEDICAL INC$52K0.01%+1,603+13.0%
462BURBURFORD CAPITAL LIMITED$50K0.01%-1,591-12.5%
463OEFISHARES TR-1,959EXITED
464AIRJAIRJOULE TECHNOLOGIES CORP-153,214EXITED
465UNMUNUM GROUP-7,677EXITED
466PEPPEPSICO INC-3,486EXITED
467JDJD.COM INC-17,228EXITED
468TLTISHARES TR-4,857EXITED
469OWLTOWLET INC-22,087EXITED
470APPNAPPIAN CORP-10,023EXITED
471BKSYBLACKSKY TECHNOLOGY INC-18,534EXITED
472AVPTAVEPOINT INC-24,761EXITED
473ALLTALLOT LTD-34,871EXITED
474NABLN-ABLE INC-45,457EXITED
475PULSPGIM ETF TR-6,846EXITED
476LTRXLANTRONIX INC-56,611EXITED
477SAILSAILPOINT INC-16,319EXITED
478VOXRVOX ROYALTY CORP-69,493EXITED
479EOLSEVOLUS INC-48,913EXITED
480EHABUSDENHABIT INC-35,027EXITED
481SLPSIMULATIONS PLUS INC-17,283EXITED
482SCSCSCANSOURCE INC-7,967EXITED
483IDNINTELLICHECK INC-46,407EXITED
484INODINNODATA INC-5,929EXITED
485SJMSMUCKER J M CO-2,971EXITED
486HIPOHIPPO HLDGS INC-9,432EXITED
487MPCMARATHON PETE CORP-1,735EXITED
488TFPMTRIPLE FLAG PRECIOUS METAL-8,400EXITED
489QCOMQUALCOMM INC-1,592EXITED
490VGLTVANGUARD SCOTTSDALE FDS-4,819EXITED
491AVDEAMERICAN CENTY ETF TR-2,886EXITED
492LTPZPIMCO ETF TR-4,573EXITED
493IBGAISHARES TR-9,017EXITED
494XYZBLOCK INC-3,416EXITED
495FNFFIDELITY NATIONAL FINANCIAL-3,896EXITED
496ULUNILEVER PLC-3,166EXITED
497VTIPVANGUARD MALVERN FDS-4,157EXITED
498WTAIWISDOMTREE TR-6,872EXITED
499HQIHIREQUEST INC-13,794EXITED

Source: SEC EDGAR · accession 0001172661-26-001999. 13F discloses long positions only — shorts, foreign equities, and options are excluded.