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Institutional

IHT Wealth Management, LLC

CIK 0001697490
$4.30B
Reported AUM
1,257
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · IHT Wealth Management, LLC · Q1 2026

AI · grounded in 13F

IHT Wealth Management, LLC closed its position in SPY for a reduction of $41.2M. The fund also exited its position in MDYV, which decreased the portfolio by $11.8M. On the buy side, the manager increased its holding in SPTI by 975.8% and added 164.8% more shares to SPDR S&P 500 ETF TR.

Portfolio · Q1 2026

AAPL$115.1MSPYV$93.2MNVDA$90.3MUSFR$89.7MTSLA$75.3MQQQ$72.7MIVV$67.2MSPYG$63.8MTLT$62.6MDYNF$57.6MBUFR$56.3MTFI$56.1MOther$3.02BIL

Top holdings· first 500 of 1257

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1AAPLApple Inc$115.1M2.67%+5,452+1.2%
2SPYVSPDR PORTFOLIO$93.2M2.17%+185,108+12.7%
3NVDANvidia Corp$90.3M2.10%+502+0.1%
4USFRWISDOMTREE FLOATING$89.7M2.08%-133,616-7.0%
5TSLATSLA 260424C00280000$75.3M1.75%+31,330+16.0%
6QQQINVESCO QQQ$72.7M1.69%-15,136-10.7%
7IVVISHARES CORE$67.2M1.56%+284+0.3%
8SPYGSPDR PORTFOLIO$63.8M1.48%+68,685+11.8%
9TLTISHARES 20plus$62.6M1.45%+226,856+45.8%
10DYNFBLACKROCK ETF TRUST$57.6M1.34%+265,400+36.6%
11BUFRFIRST TRUST$56.3M1.31%-12,749-0.8%
12TFISPDR SERIES TRUST$56.1M1.30%-263-0.0%
13SPYSPDR S&P 500 ETF TR$51.7M1.20%+49,446+164.8%
14MSFTMicrosoft Corp$51.1M1.19%+15,504+12.7%
15IWMISHARES RUSSELL$46.2M1.07%-2,556-1.4%
16AMZNAmazon.com Inc$44.8M1.04%+7,330+3.5%
17QUALISHARES MSCI$39.9M0.93%-10,768-4.9%
18OMFLINVESCO RUSSELL$37.3M0.87%+58,732+10.4%
19AVEMAVANTIS EMERGING$37.3M0.87%-21,076-4.4%
20YEARAB ACTIVE$34.3M0.80%+258,318+61.3%
21EFVISHARES MSCI$33.1M0.77%-18,701-4.0%
22LLYEli Lilly & Co$32.6M0.76%+5,230+17.3%
23ASTSAst Spacemobile Inc Cl A$31.5M0.73%+10,016+2.7%
24BILSPDR BLOOMBERG$30.4M0.71%+113,839+52.2%
25LQDISHARES IBOXX$30.1M0.70%+100,278+57.0%
26XLKSECTOR TECHNOLOGY$29.9M0.69%-4,056-1.8%
27PULSPGIM ULTRA$26.3M0.61%+242,661+84.3%
28METAMeta Platforms Inc Cl A$25.4M0.59%+1,797+4.2%
29GOOGAlphabet Inc Cl C$25.0M0.58%+793+0.9%
30GOOGLAlphabet Inc Cl A$25.0M0.58%+3,016+3.6%
31XLIINDUSTRIAL SELECT$24.2M0.56%+35,945+31.7%
32AVGOBroadcom Inc$23.6M0.55%+5,273+7.4%
33SSUSSTRATEGY DAY$23.1M0.54%-18,190-3.5%
34BINCBLACKROCK FLEXIBLE$23.1M0.54%+27,098+6.5%
35SPTISPDR INTERMEDIATE$22.7M0.53%+717,105+975.8%
36BAIBLACKROCK ETF TRUST$22.5M0.52%+145,602+27.0%
37COWZPACER US$22.1M0.51%-4,260-1.2%
38TLHISHARES 10-20YR$22.0M0.51%-21,884-9.1%
39WMTWalmart Inc$22.0M0.51%+14,687+9.0%
40JPMJpmorgan Chase & Co$21.3M0.49%+5,133+7.6%
41JAAAJANUS DETROIT$21.2M0.49%+194,861+86.0%
42GLDSPDR GOLD$20.3M0.47%-3,117-6.2%
43SPABSPDR PORTFOLIO$19.2M0.45%-15,680-2.1%
44THROBLACKROCK ETF TRUST$19.0M0.44%+82,599+18.7%
45SPDWSPDR PORTFOLIO$18.6M0.43%+11,692+3.0%
46QQQMINVESCO NASDAQ$18.1M0.42%-90,692-54.3%
47SCHFSCHWAB INTL$17.8M0.41%-25,314-3.4%
48BRK/BBershire Hathaway inc Del$17.8M0.41%-532-1.4%
49VTIVANGUARD INDEX FDS$17.7M0.41%+654+1.2%
50VOOVANGUARD S&P$17.5M0.41%-2,528-7.9%
51IJHISHARES CORE$17.5M0.41%-2,844-1.1%
52PYLDPIMCO ETF TR$17.3M0.40%+6,869+1.1%
53VUGVANGUARD GROWTH$17.2M0.40%-640-1.6%
54SPHQINVESCO EXCHANGE$16.8M0.39%+17,379+8.4%
55RDVYFIRST TRUST$16.7M0.39%-15,518-6.0%
56XLFSECTOR FINANCIAL$16.7M0.39%-46,470-12.1%
57EFAISHARES MSCI$16.7M0.39%+18,231+11.9%
58GLDMWORLD GOLD TR$16.3M0.38%-9,430-5.1%
59EFGISHARES MSCI$16.0M0.37%+95,916+199.5%
60FLXRTCW TR$16.0M0.37%+218,833+115.5%
61ABBVAbbvie Inc$16.0M0.37%+13,542+22.6%
62XLVSECTOR HEALTHCARE$15.7M0.37%-36,682-25.5%
63VUSBVANGUARD BD INDEX FDS$15.5M0.36%+187,745+150.9%
64FLRNSPDR BLOOMBERG$15.5M0.36%-916-0.2%
65PPAINVESCO AEROSPACE$15.1M0.35%+8,843+10.7%
66VTVVANGUARD VALUE$14.9M0.35%-7,013-8.5%
67IWFISHARES RUSSELL$14.5M0.34%+1,969+6.2%
68JNJJohnson & Johnson$13.9M0.32%+3,115+5.8%
69IJRISHARES CORE$13.5M0.31%-503-0.5%
70CVXChevron Corp$13.2M0.31%+24,650+62.7%
71SPSMSPDR PORTFOLIO$13.2M0.31%+21,040+8.3%
72XOMExxon Mobil Corp$13.1M0.30%+21,383+38.4%
73IUSGISHARES S&P$12.8M0.30%-2,914-3.4%
74XLUSELECT UTILITIES$12.7M0.29%+83,671+43.5%
75AGGISHARES CORE$12.3M0.29%-7,327-5.6%
76BOXXEA SER$12.0M0.28%-11,655-10.1%
77PGProcter & Gamble Co$12.0M0.28%+3,202+4.0%
78XLESECTOR ENERGY$11.6M0.27%+99,524+110.0%
79RSPINVESCO S&P$11.6M0.27%-462-0.8%
80SCHXSCHWAB US$11.4M0.27%-11,198-2.4%
81SCHESCHWAB EMERGING$11.4M0.27%-8,040-2.3%
82SDYSPDR SERIES$11.4M0.26%+907+1.2%
83IAUISHARES GOLD$11.4M0.26%+40,128+45.1%
84SPBOSPDR CORP$11.3M0.26%-1,677-0.4%
85XBILRBB US$11.2M0.26%-8,816-3.8%
86COSTCostco Wholesale Corp$10.9M0.25%+612+5.9%
87LSGRNATIXIS ETF TRUST II$10.8M0.25%+6,949+2.6%
88VVisa Inc Cl A$10.0M0.23%+1+0.0%
89PZAINVESCO NATIONAL$9.8M0.23%+24,465+6.1%
90MCDMcdonalds Corp$9.7M0.23%-218-0.7%
91HDHome Depot Inc$9.6M0.22%+2,320+8.6%
92PAVEGLOBAL X$9.4M0.22%+2,094+1.1%
93FTLSFIRST TRUST$8.9M0.21%+2,663+2.1%
94AVMVAMERICAN CENTY ETF TR$8.8M0.21%+119,197NEW
95XLYCONSUMER DISCRETIONARY$8.8M0.21%-3,765-4.4%
96IYWISHARES TECHNOLOGY$8.8M0.20%-4,138-7.8%
97PLTRPalantir Technologies Inc Cl A$8.8M0.20%-9,777-14.0%
98AVUSAVANTIS U S$8.7M0.20%-3,434-4.2%
99BSJQINVESCO BULLETSHARES$8.4M0.19%+16,404+4.8%
100SMHVANECK SEMICONDUCTOR$8.3M0.19%-635-2.8%
101BSVVANGUARD SHORT$8.3M0.19%+560+0.5%
102BABoeing Company$8.3M0.19%+4,817+13.1%
103NFLXNetflix Inc$8.3M0.19%+13,937+19.3%
104SPMOINVESCO EXCH TRADED FD TR II$8.3M0.19%+377+0.5%
105BSJTINVESCO EXCH TRD SLF IDX FD$8.2M0.19%+22,088+6.0%
106MTGPWISDOMTREE MORTGAGE$8.2M0.19%+1,594+0.9%
107EVSDMORGAN STANLEY ETF TRUST$8.1M0.19%+4,244+2.7%
108SPMDSPDR PORTFOLIO$7.9M0.18%+7,008+5.5%
109IEFAISHARES CORE$7.8M0.18%+8,397+10.7%
110XLCSELECT SECTOR$7.8M0.18%-24,452-25.8%
111SPEMSPDR PORTFOLIO$7.8M0.18%+38,272+30.0%
112IBMIntl Business Machines Corp$7.6M0.18%+13,863+79.1%
113FTCBFIRST TR EXCHANGE-TRADED FD$7.6M0.18%+124,049+52.1%
114PMPhilip Morris Intl Inc$7.5M0.18%+55+0.1%
115USMVISHARES MSCI$7.5M0.18%-10,752-11.7%
116FTAFIRST TRUST$7.4M0.17%-7,696-8.7%
117MRKMerck & Company Inc New$7.3M0.17%+1,086+1.8%
118CATCaterpillar Inc$7.3M0.17%+749+7.9%
119VEAVANGUARD FTSE$7.3M0.17%+9,269+8.9%
120SDVYFIRST TRUST$7.2M0.17%-22,476-10.9%
121VYMVANGUARD HIGH$7.2M0.17%+9,088+23.0%
122XMHQINVESCO S&P$7.2M0.17%-2,382-3.3%
123XLRESELECT SECTOR$7.2M0.17%+66,520+61.0%
124EMLPFIRST TR EXCHANGE-TRADED FD$7.1M0.16%-20,532-11.3%
125MUMicron Technology Inc$7.0M0.16%+1,759+9.2%
126AMDAdvanced Micro Devices Inc$7.0M0.16%+3,420+11.1%
127JBNDJ P MORGAN EXCHANGE TRADED F$7.0M0.16%+62,871+94.6%
128KOCoca-cola Company$6.9M0.16%+15,139+19.9%
129JEPQJP MORGAN$6.9M0.16%+79,339+175.6%
130GBILGOLDMAN SACHS ETF TR$6.9M0.16%+69,000NEW
131VIGVANGUARD DIVIDEND$6.7M0.16%+350+1.1%
132GTOINVESCO TOTAL$6.7M0.16%+5,801+4.2%
133ICVTISHARES TR$6.6M0.15%+4,078+6.7%
134ZROZPIMCO 25$6.6M0.15%+5,293+5.4%
135CSCOCisco Systems Inc$6.6M0.15%+10,095+13.5%
136TLTWISHARES TR$6.5M0.15%+10,898+3.9%
137XLPSECTOR CONSUMER$6.5M0.15%-9,225-10.4%
138DGRWWISDOMTREE TRUST$6.5M0.15%-30,159-29.1%
139BACBank of America Corp$6.4M0.15%+2,738+2.1%
140SLVISHARES SILVER$6.2M0.14%-92,101-50.2%
141IBITISHARES BITCOIN$6.2M0.14%+6,141+3.9%
142IDEVISHARES CORE$6.2M0.14%+54,747+279.4%
143JEPIJPMORGAN$6.2M0.14%+74,621+214.6%
144CGCPCAPITAL GRP FIXED INCM ETF T$6.2M0.14%+11,946+4.5%
145RTXRaytheon Technologies Corp$6.2M0.14%+5,837+22.3%
146XETYXEATON VANCE$6.1M0.14%+30,383+7.3%
147IEFISHARES 7-10YR$6.1M0.14%-5,817-8.3%
148PEPPepsico Inc$6.1M0.14%+5,332+15.8%
149AIRRFIRST TRUST$6.1M0.14%-99,580-64.5%
150XARSPDR S&P$6.1M0.14%-360-1.5%
151VZVerizon Communications Inc$6.0M0.14%+40,018+49.8%
152SHYMBLACKROCK ETF TRUST II$6.0M0.14%+75,357+37.9%
153FVDFIRST TRUST$6.0M0.14%-4,617-3.5%
154FBNDFIDELITY MERRIMACK STR TR$6.0M0.14%-41,203-24.0%
155ORCLOracle Corp$5.9M0.14%+13,125+48.6%
156SCHDSCHWAB US$5.9M0.14%-9,886-4.9%
157IWDISHARES RUSSELL$5.8M0.14%+964+3.7%
158TAt&t Inc$5.8M0.14%+59,832+42.4%
159CCitigroup Inc New$5.8M0.13%+14,304+38.8%
160LMTLockheed Martin Corp$5.7M0.13%+1,836+23.9%
161WWDWoodward Inc$5.7M0.13%HELD
162SBNDCOLUMBIA ETF TR I$5.7M0.13%+303,734NEW
163DGROISHARES CORE$5.7M0.13%+8,676+12.0%
164FLINFRANKLIN FTSE$5.7M0.13%+82,269+92.4%
165HYFIAB ACTIVE ETFS INCE$5.6M0.13%+7,962+5.5%
166SLYVSPDR SERIES$5.6M0.13%-2,331-3.8%
167ILCGISHARES MORNINGSTAR$5.5M0.13%+331+0.6%
168IVWISHARES S&P$5.5M0.13%+6,633+15.7%
169ISPYPROSHARES TR$5.5M0.13%+127,432NEW
170AVDEAVANTIS INTL$5.5M0.13%+14,127+27.7%
171NEENextera Energy Inc$5.5M0.13%+691+1.2%
172OEFISHARES S&P$5.4M0.13%-950-5.3%
173SPTMSPDR PORTFOLIO$5.4M0.13%+372+0.5%
174GSGoldman Sachs Group Inc$5.4M0.13%-1,539-19.5%
175IQQQPROSHARES TR$5.4M0.12%+128,675NEW
176PSXPhillips 66$5.3M0.12%+13,992+91.3%
177CTASCintas Corp$5.3M0.12%-77-0.2%
178VGTVANGUARD INFORMATION$5.2M0.12%-522-6.5%
179CRWDCrowdstrike Holdings Inc Cl A$5.2M0.12%+1,220+10.0%
180HDVISHARES CORE$5.2M0.12%+6,802+21.5%
181MOAltria Group Inc$5.2M0.12%+10,607+15.7%
182IQLTISHARES MSCI$5.2M0.12%-130,610-53.9%
183CGDVCAPITAL GROUP DIVIDEND VALUE$5.1M0.12%+18,200+17.7%
184MNAINDEXIQ MERGER$5.1M0.12%-2,658-1.8%
185EMXCISHARES MSCI$5.1M0.12%-409-0.6%
186DBEFX TRACKERS$5.1M0.12%+17,834+20.7%
187SCHGSCHWAB US$5.1M0.12%-60,343-25.6%
188MAMastercard Inc Cl A$5.1M0.12%-139-1.4%
189TMFCRBB FD$5.0M0.12%-2,735-3.5%
190SOSouthern Company$5.0M0.12%+25,440+95.4%
191FXLFIRST TRUST$5.0M0.12%-100-0.3%
192GGNGAMCO GLOBAL$4.9M0.11%+926,634NEW
193TAFIAB ACTIVE ETFS INC$4.9M0.11%+161,672+503.7%
194FDLFIRST TRUST$4.8M0.11%-769-0.8%
195FTCSFIRST TRUST$4.8M0.11%-3,781-6.8%
196AMGNAmgen Inc$4.8M0.11%+323+2.4%
197JGROJ P MORGAN EXCHANGE TRADED F$4.7M0.11%+19,225+52.2%
198LRCXLam Research Corp$4.6M0.11%-885-4.0%
199AXPAmerican Express Co$4.5M0.11%+2,280+17.9%
200PANWPalo Alto Networks Inc$4.5M0.10%-3,392-10.9%
201JIREJ P MORGAN EXCHANGE TRADED F$4.5M0.10%+7,095+13.7%
202GDXVANECK GOLD$4.4M0.10%-25,797-34.7%
203DEDeere & Co$4.4M0.10%+72+0.9%
204ITOTISHARES CORE$4.4M0.10%+5,814+23.0%
205IWRISHARES RUSSELL$4.4M0.10%+796+1.8%
206DDominion Energy Inc$4.4M0.10%+9,515+15.5%
207NLRVANECK ETF TRUST$4.4M0.10%-4,487-12.0%
208DALDelta Airlines Inc New$4.3M0.10%-921-1.4%
209FELVFIDELITY COVINGTON$4.3M0.10%+81,324+193.7%
210GEGeneral Electric Co New$4.3M0.10%+424+2.9%
211MOATVANECK MORNINGSTAR$4.2M0.10%-1,388-3.1%
212IEIISHARES 3-7YR$4.2M0.10%-1,326-3.6%
213DIVOAMPLIFY ETF TR$4.2M0.10%+85,139+984.9%
214HONHoneywell Intl Inc$4.2M0.10%+3,802+25.9%
215FTCFIRST TRUST$4.2M0.10%-635-2.3%
216IUSVISHARES CORE$4.2M0.10%-708-1.7%
217WINNHARBOR ETF TRUST$4.1M0.10%+6,192+4.4%
218GILDGilead Sciences Inc$4.1M0.09%+13,307+83.1%
219SCHMSCHWAB US$4.1M0.09%-1,559-1.2%
220IVEISHARES S&P$4.0M0.09%+3,047+19.0%
221DISWalt Disney Co$4.0M0.09%+5,281+14.5%
222BMYBristol Myers Squibb Company$4.0M0.09%+16,749+34.1%
223ITWIllinois Tool Works Inc$4.0M0.09%+221+1.5%
224NOBLPROSHARES TRUST$4.0M0.09%-8,276-18.1%
225ABTAbbott Laboratories$3.9M0.09%+1,889+5.2%
226VOVANGUARD MID$3.9M0.09%-560-3.9%
227MARMarriott Intl Inc New Cl A$3.9M0.09%-1,150-8.8%
228FIDUFIDELITY MSCI$3.8M0.09%+492+1.1%
229AMATApplied Materials Inc$3.8M0.09%+1,432+14.6%
230CGGRCAPITAL GROUP GROWTH ETF$3.8M0.09%+22,886+32.1%
231QINTAMERICAN CENTURY ETF TR$3.8M0.09%+57,335NEW
232ADBEAdobe Inc$3.7M0.09%+11,760+333.3%
233IVLUISHARES TR$3.7M0.09%-6,321-6.3%
234PFEPfizer Inc$3.7M0.09%+14,970+12.8%
235CIBRFIRST TRUST$3.7M0.09%+7,192+13.9%
236GSSTGOLDMAN SACHS ETF TR$3.6M0.08%-29,545-29.1%
237GEVGE VERNOVA INC$3.6M0.08%+517+14.2%
238ETENERGY TRANSFER$3.6M0.08%+14,684+8.5%
239TSMTaiwan Semiconductor Manufacturing Co LTD Spon Adr$3.5M0.08%-1,205-10.3%
240IYGISHARES U S$3.5M0.08%-4,738-10.0%
241UPSUnited Parcel Service Inc Cl B$3.5M0.08%+8,715+32.6%
242TCAFT ROWE PRICE ETF INC$3.5M0.08%+9,887+11.3%
243VBVANGUARD SMALL$3.5M0.08%-45-0.3%
244VBRVANGUARD SMALL$3.5M0.08%-2,716-14.6%
245AVUVAVANTIS U S$3.4M0.08%+3,321+12.0%
246MSTRMicrostrategy Inc Cl A New$3.4M0.08%-5,012-15.5%
247CEFSPROTT PHYSICAL$3.4M0.08%+43,390+156.7%
248IWPISHARES RUSSELL$3.4M0.08%-39,869-60.2%
249HEFAISHARES CURRENCY$3.4M0.08%-4,367-5.2%
250HYGISHARES IBOXX$3.4M0.08%+38,046+891.2%
251QFLRINNOVATOR ETFS TRUST$3.4M0.08%+1,641+1.7%
252DFUSDIMENSIONAL US$3.3M0.08%+27,291+137.5%
253DFASDIMENSIONAL US$3.3M0.08%-1,669-3.4%
254IGMISHARES EXPANDED$3.3M0.08%-137-0.5%
255RRyder System Inc$3.3M0.08%-556-3.3%
256FPEFIRST TRUST$3.3M0.08%+4,736+2.6%
257PHYSSPROTT PHYSICAL$3.3M0.08%+18,707+25.6%
258SPTLSPDR PORTFOLIO$3.3M0.08%+101,806+467.1%
259IAGGISHARES CORE$3.2M0.08%-262,710-80.2%
260AEPAmerican Electric Power Company Inc$3.2M0.08%+11,265+84.1%
261QCOMQualcomm Inc$3.2M0.08%+966+4.0%
262SFLRINNOVATOR ETFS TRUST$3.2M0.07%+6,435+7.6%
263TAXFAMERICAN CENTURY$3.2M0.07%+907+1.4%
264GDGeneral Dynamics Corp$3.2M0.07%-17-0.2%
265ANGLVANECK FALLEN$3.1M0.07%+9,598+9.6%
266HUBBHubbell Inc$3.1M0.07%+177+2.9%
267WMWaste Management Inc Del$3.1M0.07%+4,896+56.5%
268UNHUnitedhealth Group Inc$3.1M0.07%+1,196+11.7%
269EPDENTERPRISE PRODUCTS$3.1M0.07%+9,891+13.8%
270AZA2Z CUST2MATE SOLUTIONS CORP$3.1M0.07%+174,230+60.6%
271MAINMain Street Capital Corp$3.1M0.07%+1,369+2.4%
272DIVGLOBAL X$3.1M0.07%+75,348+86.7%
273DIASPDR DOW$3.1M0.07%-1,367-17.2%
274MCKMckesson Corp$3.1M0.07%+2,330+194.8%
275QGROAMERICAN CENTURY$3.0M0.07%-665-2.2%
276AEMAgnico-eagle Mines LTD$3.0M0.07%+464+3.2%
277ARCCARES CAPITAL$3.0M0.07%+8,983+5.6%
278TXNTexas Instruments Inc$3.0M0.07%-1,483-8.7%
279QEFASPDR INDEX$3.0M0.07%HELD
280ETNEaton Corp Plc$3.0M0.07%-626-7.0%
281VFHVANGUARD FINANCIALS$3.0M0.07%-880-3.5%
282RSPGINVESCO EXCHANGE$3.0M0.07%-1,338-4.7%
283ROKURoku Inc Ser A$3.0M0.07%-353-1.1%
284VHTVANGUARD HEALTH$3.0M0.07%-954-8.1%
285SHYISHARES 1-3YR$2.9M0.07%-8,940-20.1%
286UNPUnion Pacific Corp$2.9M0.07%+1,899+18.7%
287LOWLowes Companies Inc$2.9M0.07%-1,188-8.8%
288VVVANGUARD LARGE$2.9M0.07%+865+9.8%
289ARKKARK INNOVATION$2.9M0.07%-717-1.7%
290IEMGISHARES CORE$2.9M0.07%-11,999-22.5%
291VFLOVICTORY PORTFOLIOS II$2.9M0.07%-93,401-56.2%
292RWLINVESCO S&P$2.9M0.07%-124-0.5%
293VTEBVANGUARD MUNICIPAL$2.9M0.07%+126+0.2%
294CEGConstellation Energy Corp$2.9M0.07%-508-4.7%
295NFTYFIRST TRUST$2.8M0.07%+47,359+603.3%
296PTHINVESCO DORSEY$2.8M0.07%-28,005-32.6%
297TOPTISHARES TR$2.8M0.07%+98,686NEW
298INTCIntel Corp$2.8M0.07%-23,884-27.2%
299ALBAlbemarle Corp$2.8M0.07%-212-1.3%
300AVIGAMERICAN CENTY ETF TR$2.8M0.07%+10,260+17.9%
301USFDUs Foods Holding Corp$2.8M0.06%-2,034-6.4%
302TBUXT ROWE PRICE ETF INC$2.7M0.06%+54,954NEW
303OMFSINVESCO EXCH TRD SLF IDX FD$2.7M0.06%-2,134-3.4%
304FTHIFIRST TRUST$2.7M0.06%+9,726+9.0%
305SPYISHP NEOS$2.7M0.06%+30,001+122.4%
306GLWCorning Inc$2.7M0.06%+8,111+69.5%
307PSCHINVESCO S&P$2.7M0.06%+42,794+197.7%
308MUBISHARES NATIONAL$2.6M0.06%-1,031-4.0%
309MMM3m Company$2.6M0.06%+883+5.1%
310EFAVISHARES MSCI$2.6M0.06%+999+3.6%
311ETHAISHARES ETHEREUM TR$2.6M0.06%+142,892+695.2%
312SCZISHARES MSCI$2.6M0.06%+4+0.0%
313SLYGSPDR SERIES$2.6M0.06%+1,503+6.0%
314DIVBISHARES TR$2.6M0.06%-220-0.5%
315NOWServicenow Inc$2.5M0.06%+3,992+19.6%
316DUKDuke Energy Corp New$2.5M0.06%+1,964+11.3%
317CRMSalesforce Inc$2.5M0.06%+486+3.8%
318DNPDNP SELECT$2.5M0.06%+49,435+25.8%
319MGKVANGUARD MEGA$2.5M0.06%-7,186-51.7%
320JMSTJ P MORGAN EXCHANGE TRADED F$2.5M0.06%-2,102-4.2%
321SGOLABERDEEN STANDARD$2.5M0.06%+1,096+2.0%
322IGIBISHARES 5-10 YEAR$2.4M0.06%+5,817+14.6%
323KMIKinder Morgan Inc De$2.4M0.06%+21,196+41.3%
324DFAUDIMENSIONAL ETF TRUST$2.4M0.06%+46,958+693.4%
325FDVVFIDELITY COVINGTON$2.4M0.06%-659-1.5%
326KWEBKRANESHARES TR$2.4M0.06%+20,988+33.4%
327ONEYSPDR RUSSELL$2.4M0.06%-280-1.4%
328PSCUINVESCO EXCH TRADED FD TR II$2.4M0.06%+17,070+76.7%
329FFord Motor Co New$2.3M0.05%-13,994-6.4%
330ISCVISHARES MORNINGSTAR$2.3M0.05%-142-0.4%
331KLACKla Corp$2.3M0.05%+154+10.8%
332JMUBJP MORGAN$2.3M0.05%+1,321+2.9%
333DELLDell Technologies Inc Cl C$2.3M0.05%-5,653-28.7%
334LMBSFIRST TRUST$2.3M0.05%+1,277+2.9%
335WPMWheaton Precious Metals Corp$2.3M0.05%-1,275-6.8%
336BLKBlackrock Inc$2.3M0.05%-161-6.4%
337XMMOINVESCO S&P$2.2M0.05%-160-1.0%
338FDNFIRST TRUST$2.2M0.05%+1,962+25.8%
339URIUnited Rentals Inc$2.2M0.05%+407+15.3%
340FTECFIDELITY COVINGTON TRUST$2.2M0.05%-5,919-35.6%
341TJXTjx Cos Inc New$2.2M0.05%+2,058+17.4%
342MLPAGLOBAL X FDS$2.2M0.05%+346+0.9%
343FCFSFirstcash Holdings Inc$2.2M0.05%+11,684NEW
344XERSXeris Biopharma Holdings Inc$2.2M0.05%+112,945+42.9%
345BSCQINVESCO BULLETSHARES$2.2M0.05%+5,877+5.6%
346XMESPDR SERIES$2.2M0.05%-627-3.0%
347TGTTarget Corp$2.2M0.05%-1,468-7.6%
348TSLXSIXTH STREET$2.2M0.05%+7,998+7.3%
349MPCMarathon Petroleum Corp$2.2M0.05%-16-0.2%
350BSCRINVESCO BULLETSHARES$2.2M0.05%+5,763+5.5%
351CRSCARPENTER TECHNOLGY CORP$2.1M0.05%+5,437NEW
352ANETArista Networks Inc$2.1M0.05%-16,375-48.7%
353COWGPACER FDS TR$2.1M0.05%+12,472+24.8%
354FLTRVANECK IG$2.1M0.05%+31,983+62.5%
355SBUXStarbucks Corp$2.1M0.05%+1,328+5.9%
356MPWRMonolithic Power System Inc$2.1M0.05%+1,935NEW
357IFEBINNOVATOR ETFS TRUST$2.1M0.05%+8,272+13.2%
358EMREmerson Electric Co$2.1M0.05%+760+5.0%
359SILGLOBAL X$2.1M0.05%-7,836-25.3%
360FMDEFIDELITY COVINGTON$2.1M0.05%+22,884+65.6%
361SHLDGLOBAL X FDS$2.1M0.05%-387-1.3%
362CALFPACER U S$2.1M0.05%-8,888-16.2%
363PCTPurecycle Technologies Inc$2.1M0.05%+166,397+72.4%
364KNGFIRST TRUST$2.0M0.05%+3,826+10.0%
365OXYOccidental Petroleum Corp$2.0M0.05%-4,824-13.3%
366UBERUber Technologies Inc$2.0M0.05%+2,327+8.9%
367BKBank New York Mellon Corp$2.0M0.05%+366+2.2%
368MDTMedtronic Plc$2.0M0.05%+3,100+15.3%
369FNDFSCHWAB FUNDAMENTAL$2.0M0.05%+2,485+6.4%
370IFRAISHARES TRUST$2.0M0.05%+7,381+26.6%
371CMECme Group Inc Cl A$2.0M0.05%+420+6.6%
372IYJISHARES U S$2.0M0.05%-405-2.9%
373PHParker-hannifin Corp$2.0M0.05%+146+7.0%
374NSCNorfolk Southern Corp$2.0M0.05%-8-0.1%
375XSHDINVESCO EXCH TRADED FD TR II$2.0M0.05%+125,193+482.6%
376EALTINNOVATOR ETFS TRUST$2.0M0.05%+2,269+4.0%
377FCXFreeport Mcmoran Inc$2.0M0.05%-13,917-29.3%
378SCHBSCHWAB US$2.0M0.05%+3,113+4.1%
379IBMOISHARES TR$1.9M0.05%+302+0.4%
380URAGLOBAL X$1.9M0.04%+4,555+13.0%
381YMAXTIDAL TRUST II$1.9M0.04%+244,679NEW
382ASMLAsml Holding Nv Ny Registry Shs New 2012$1.9M0.04%-18-1.2%
383ROKRockwell Automation Inc$1.9M0.04%+1,799+50.9%
384MINTPIMCO EHNANCED$1.9M0.04%+7,814+70.3%
385XSVMINVESCO S&P$1.9M0.04%-979-3.0%
386CBChubb LTD$1.9M0.04%+274+4.9%
387GWXSPDR S&P$1.9M0.04%-269-0.6%
388FIXCOMFORT SYS USA INC$1.9M0.04%+595+76.5%
389TRVTravelers Cos Inc$1.9M0.04%-10-0.2%
390XYLDGLOBAL X$1.9M0.04%-6,890-12.6%
391CSXCsx Corp$1.9M0.04%-293-0.6%
392APGAPI GROUP CORP$1.9M0.04%+45,764NEW
393VGLTVANGUARD LONG$1.8M0.04%-15,569-31.8%
394CLOABLACKROCK ETF TRUST II$1.8M0.04%+35,588NEW
395GLNGGOLAR LNG LTD$1.8M0.04%+118+0.3%
396TTDTrade Desk Inc (the) Cl A$1.8M0.04%+3,017+3.9%
397OKEOneok Inc New$1.8M0.04%+3,165+18.5%
398JMBSJANUS DETROIT STR TR$1.8M0.04%+9,547+31.0%
399AFLAflac Inc$1.8M0.04%+276+1.7%
400ISRGIntuitive Surgical Inc New$1.8M0.04%+179+4.8%
401FTSMFIRST TRUST$1.8M0.04%+1,908+6.7%
402SGOVISHARES 0-3$1.8M0.04%+14,289+402.1%
403VXUSVANGUARD TOTAL$1.8M0.04%+1,843+8.6%
404UFEBINNOVATOR ETFS TRUST$1.8M0.04%+17,734+56.2%
405VSECVSE CORP$1.8M0.04%+9,603NEW
406VBKVANGUARD SMALL$1.8M0.04%-1,045-15.1%
407AMKRAMKOR TECHNOLOGY INC$1.8M0.04%+39,263NEW
408PGJINVESCO GOLDEN$1.8M0.04%+6,410+10.4%
409MOOVANECK ETF TRUST$1.8M0.04%-1,694-7.5%
410UNOVINNOVATOR ETFS TRUST$1.8M0.04%-22,212-32.0%
411SHWSherwin Williams Co$1.8M0.04%-94-1.7%
412ITAISHARES AEROSPACE$1.7M0.04%+1,448+22.1%
413HYMBSPDR NUVEEN$1.7M0.04%-3,698-5.0%
414IJSISHARES S&P$1.7M0.04%-1,065-6.8%
415TMOThermo Fisher Scientific Inc$1.7M0.04%-215-5.7%
416AZNNAstrazeneca Plc Sponsored Adr$1.7M0.04%-8,763-50.0%
417SIISprott Inc New$1.7M0.04%+979+8.8%
418SPHYSPDR HIGH$1.7M0.04%-2,524-3.3%
419COPConocophillips$1.7M0.04%-6,968-34.9%
420NOCNorthrop Grumman Corp$1.7M0.04%-212-7.8%
421XLBSECTOR MATERIALS$1.7M0.04%+7,055+26.0%
422DAPPVanEck ETF TRUST$1.7M0.04%+29,627+35.0%
423WMT2Wells Fargo & Co New$1.7M0.04%+725+3.5%
424VSTVistra Corp$1.7M0.04%-106-0.9%
425RDVIFIRST TRUST$1.7M0.04%+6,788+11.5%
426SPIBSPDR PORTFOLIO$1.7M0.04%+3,034+6.4%
427ICFISHARES COHEN$1.7M0.04%+432+1.6%
428ULTYTIDAL TRUST II$1.7M0.04%+54,311NEW
429VLOValero Energy Corp$1.7M0.04%+27+0.4%
430BFCBank First Corp$1.7M0.04%-340-2.7%
431PLDPrologis Inc$1.7M0.04%+93+0.7%
432CLColgate-palmolive Company$1.6M0.04%+893+4.9%
433DIVIFRANKLIN TEMPLETON ETF TR$1.6M0.04%+20,637+102.1%
434HEIHeico Corp New$1.6M0.04%+49+0.8%
435IXUSISHARES CORE$1.6M0.04%+671+3.7%
436FNDXSCHWAB FUNDAMENTAL$1.6M0.04%+750+1.3%
4373IV1INNOVATOR IBD$1.6M0.04%+410+0.9%
438NULGNUVEEN ESG$1.6M0.04%+903+5.4%
439NDIAGLOBAL X FDS$1.6M0.04%+21,700+54.2%
440VWOVANGUARD FSTE$1.6M0.04%+3,204+12.2%
441XNTKSPDR SERIES$1.6M0.04%+477+8.3%
442CLOIVANECK ETF TRUST$1.6M0.04%+9,655+47.5%
443SYKStryker Corp$1.6M0.04%+2,059+74.9%
444DFAWDIMENSIONAL ETF TRUST$1.6M0.04%+6,805+47.6%
445EVRGEvergy Inc$1.5M0.04%-480-2.5%
446PSCCINVESCO EXCH TRADED FD TR II$1.5M0.04%+4,775+10.9%
447ADIAnalog Devices Inc$1.5M0.04%+691+17.0%
448BBUSJ P Morgan Exchange Traded F$1.5M0.04%+10,619+468.6%
449EWZISHARES MSCI$1.5M0.03%-6,954-15.1%
450CMICummins Inc$1.5M0.03%-747-21.1%
451BUGGLOBAL X$1.5M0.03%+35,470+146.2%
452MSMorgan Stanley$1.5M0.03%+236+2.7%
453HTGCHERCULES CAPITAL$1.5M0.03%+14,012+16.1%
454LRNStride Inc$1.5M0.03%+6,919+69.4%
455FDXFedex Corp$1.5M0.03%+124+3.1%
456IYEISHARES U S$1.5M0.03%-149-0.6%
457LSAFTWO ROADS$1.5M0.03%-470-1.4%
458PSLVSPROTT PHYSICAL$1.5M0.03%-23,202-27.7%
459LINLinde Plc New$1.5M0.03%+68+2.4%
460IYYISHARES U S$1.5M0.03%-118-1.3%
461PNWPINNACLE WEST CAP CORP$1.5M0.03%+14,438NEW
462ORealty Income Corp$1.5M0.03%-233-1.0%
463TKOTKO GROUP$1.4M0.03%-983-12.0%
464PXFINVESCO EXCHANGE$1.4M0.03%+152+0.7%
465FDUSFIDUS INVESTMENT$1.4M0.03%+8,249+11.1%
466EDConsolidated Edison Inc$1.4M0.03%+8,131+177.1%
467SCHVSCHWAB US$1.4M0.03%-206-0.4%
468IJTISHARES S&P$1.4M0.03%-228-2.2%
469QYLDGLOBAL X$1.4M0.03%-3,925-4.5%
470MRVLMarvell Technology Inc$1.4M0.03%-934-6.1%
471BPREBLUEROCK PVT REAL ESTATE FD$1.4M0.03%+8,833+11.5%
472SECUBLACKROCK ETF TRUST II$1.4M0.03%+28,565NEW
473INMUBLACKROCK ETF TRUST II$1.4M0.03%+59,454NEW
474SRLNSPDR BLACKSTONE$1.4M0.03%-12,024-25.3%
475TUASIMPLIFY EXCHANGE TRADED FUN$1.4M0.03%+6,033+9.9%
476PWBINVESCO LARGE$1.4M0.03%-484-4.1%
477AEEAMEREN CORP$1.4M0.03%+8,696+210.7%
478MBBISHARES MBS$1.4M0.03%+3,579+31.9%
479QQQINEOS ETF TRUST$1.4M0.03%+21,971+351.1%
480SPYDSPDR PORTFOLIO$1.4M0.03%-6,150-16.7%
481KMBKimberly Clark Corp$1.4M0.03%-318-2.2%
482CMGChipotle Mexican Grill Inc Cl A$1.4M0.03%-10,351-19.5%
483GLTRABERDEEN PHYSICAL$1.4M0.03%-958-13.3%
484ADPAutomatic Data Processing Inc$1.4M0.03%+879+15.1%
485PEYINVESCO HIGH$1.4M0.03%-8,586-11.9%
486SHOPShopify Inc Cl A$1.4M0.03%+511+4.7%
487VTVANGUARD TOTAL$1.3M0.03%-662-6.4%
488CHIQGLOBAL X$1.3M0.03%+6,496+10.7%
489IWYISHARES RUSSELL$1.3M0.03%-3,170-37.4%
490SHELShell Plc Sponsored Adr Repstg Ord Shs$1.3M0.03%+495+3.6%
491RGLDRoyal Gold Inc$1.3M0.03%+154+3.1%
492IJKISHARES S&P$1.3M0.03%-451-3.4%
493FPFFIRST TRUST$1.3M0.03%HELD
494JPIBJ P MORGAN EXCHANGE TRADED F$1.3M0.03%+2,281+9.2%
495FTXGFIRST TR EXCHANGE TRADED FD$1.3M0.03%+19,280+49.2%
496HGERHARBOR ETF TRUST$1.3M0.03%+356+0.9%
497DLRDigital Realty Trust Inc$1.3M0.03%-3,472-32.7%
498CGNGCAPITAL GROUP NEW GEOGRAPHY$1.3M0.03%+24,532+153.8%
499ETJEATON VANCE$1.3M0.03%-9,234-5.6%
500ECLEcolab Inc$1.3M0.03%-156-3.2%

Source: SEC EDGAR · accession 0001104659-26-061899. 13F discloses long positions only — shorts, foreign equities, and options are excluded.