InvestInfoAI
← Tracker

Institutional

IMG Wealth Management, Inc.

CIK 0002032103
$156.9M
Reported AUM
506
Positions
Q1 2026
Period
2026-05-15
Filed

The Brief · IMG Wealth Management, Inc. · Q1 2026

AI · grounded in 13F

IMG Wealth Management, Inc. established a new position in AVDV with a $1.56M investment. The fund also opened a new position in FEM valued at $1.28M and increased its stake in LMBS by 58,089%. Conversely, the manager trimmed several holdings, most notably reducing its position in ICSH by 53.3% and MSFT by 40.5%.

Portfolio · Q1 2026

BUFR$16.6MCGDV$11.7MBUFQ$10.2MBUFD$8.5MFTLS$6.8MFGD$6.1MRDVY$5.7MVTV$5.7MSDVY$5.5MQQQM$5.0MSPYM$4.3MCGGR$4.1MOther$66.7MII

Top holdings· first 500 of 506

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1BUFRFIRST TR EXCHNG TRADED FD VI$16.6M10.56%+10,641+2.2%
2CGDVCAPITAL GROUP DIVIDEND VALUE$11.7M7.45%+11,679+4.4%
3BUFQFIRST TR EXCHNG TRADED FD VI$10.2M6.47%+8,281+3.0%
4BUFDFIRST TR EXCHNG TRADED FD VI$8.5M5.41%+7,809+2.6%
5FTLSFIRST TR EXCH TRADED FD III$6.8M4.35%+8,591+9.7%
6FGDFIRST TR EXCHANGE-TRADED FD$6.1M3.92%-2,991-1.5%
7RDVYFIRST TR EXCHANGE TRADED FD$5.7M3.65%+5,072+6.4%
8VTVVANGUARD INDEX FDS$5.7M3.61%+1,883+7.0%
9SDVYFIRST TR EXCHANGE TRADED FD$5.5M3.51%-6,424-4.4%
10QQQMINVESCO EXCH TRADED FD TR II$5.0M3.20%+2,995+16.5%
11SPYMSPDR SERIES TRUST$4.3M2.72%+4,938+9.7%
12CGGRCAPITAL GROUP GROWTH ETF$4.1M2.62%-29,499-22.4%
13QQQINVESCO QQQ TR$2.9M1.88%-567-10.0%
14UOCTINNOVATOR ETFS TRUST$2.5M1.61%-805-1.2%
15UJULINNOVATOR ETFS TRUST$2.5M1.57%-282-0.4%
16UJANINNOVATOR ETFS TRUST$2.1M1.34%-1,147-2.3%
17VOOVANGUARD INDEX FDS$2.1M1.32%-526-13.2%
18FTCSFIRST TR EXCHANGE-TRADED FD$2.0M1.30%-3,196-12.7%
19UDECINNOVATOR ETFS TRUST$2.0M1.27%-536-1.0%
20LMBSFIRST TR EXCHANGE-TRADED FD$1.6M1.03%+32,530+58089.3%
21AVDVAMERICAN CENTY ETF TR$1.6M0.99%+15,594NEW
22SLVISHARES SILVER TR$1.5M0.93%HELD
23FTSMFIRST TR EXCHANGE-TRADED FD$1.4M0.92%-534-2.2%
24UAPRINNOVATOR ETFS TRUST$1.3M0.83%+8,137+26.3%
25FEMFIRST TR EXCH TRD ALPHDX FD$1.3M0.81%+42,652NEW
26ICSHISHARES TR$1.2M0.75%-26,553-53.3%
27UJUNINNOVATOR ETFS TRUST$1.0M0.67%-5-0.0%
28AAPLAPPLE INC$919K0.59%-1,212-25.1%
29ZJULINNOVATOR ETFS TRUST$877K0.56%-289-0.9%
30JNJJOHNSON & JOHNSON$871K0.56%-40-1.1%
31UMARINNOVATOR ETFS TRUST$847K0.54%+250+1.2%
32QFLRINNOVATOR ETFS TRUST$841K0.54%+2,224+9.7%
33ZMARINNOVATOR ETFS TRUST$790K0.50%+9,358+48.5%
34BJULINNOVATOR ETFS TRUST$778K0.50%HELD
35AORISHARES TR$639K0.41%-1,612-14.0%
36SFLRINNOVATOR ETFS TRUST$621K0.40%-1,154-6.2%
37ZFEBINNOVATOR ETFS TRUST$616K0.39%HELD
38BDECINNOVATOR ETFS TRUST$609K0.39%-502-3.8%
39VBVANGUARD INDEX FDS$561K0.36%HELD
40UFEBINNOVATOR ETFS TRUST$559K0.36%+1,016+7.1%
41NVDANVIDIA CORPORATION$532K0.34%-1,428-31.9%
42GFEBFIRST TR EXCHNG TRADED FD VI$527K0.34%-6,560-33.8%
43FAUGFIRST TR EXCHNG TRADED FD VI$518K0.33%HELD
44GOOGALPHABET INC$515K0.33%-154-7.9%
45GSGOLDMAN SACHS GROUP INC$514K0.33%+4+0.7%
46UNOVINNOVATOR ETFS TRUST$478K0.30%HELD
47MOATVANECK ETF TRUST$473K0.30%-629-11.4%
48SMHVANECK ETF TRUST$471K0.30%HELD
49FVDFIRST TR EXCHANGE-TRADED FD$453K0.29%-166-1.7%
50BOCTINNOVATOR ETFS TRUST$425K0.27%-46-0.5%
51XMARFIRST TR EXCHNG TRADED FD VI$417K0.27%HELD
52ZOCTINNOVATOR ETFS TRUST$414K0.26%-334-2.1%
53UMAYINNOVATOR ETFS TRUST$407K0.26%-5-0.0%
54JPMJPMORGAN CHASE & CO$398K0.25%-312-18.7%
55IEFISHARES TR$379K0.24%+3,969NEW
56MSFTMICROSOFT CORP$377K0.24%-694-40.5%
57CATCATERPILLAR INC$367K0.23%-12-2.3%
58BUFFINNOVATOR ETFS TRUST$344K0.22%HELD
59DAUGFIRST TR EXCHNG TRADED FD VI$342K0.22%HELD
60COWZPACER FDS TR$334K0.21%HELD
61NFLXNETFLIX INC.$302K0.19%-81-2.5%
62BSEPINNOVATOR ETFS TRUST$291K0.19%HELD
63GAUGFIRST TR EXCHNG TRADED FD VI$289K0.18%-2,500-25.1%
64COSTCOSTCO WHOLESALE CORPORATION$288K0.18%-5-1.7%
65BAUGINNOVATOR ETFS TRUST$288K0.18%HELD
66BFEBINNOVATOR ETFS TRUST$288K0.18%+6,028NEW
67QYLDGLOBAL X FDS$286K0.18%+1,355+8.8%
68USEPINNOVATOR ETFS TRUST$284K0.18%HELD
69XSEPFIRST TR EXCHNG TRADED FD VI$283K0.18%HELD
70PMPHILIP MORRIS INTL INC$279K0.18%-83-4.7%
71PAVEGLOBAL X FDS$271K0.17%-29-0.5%
72DMAYFIRST TR EXCHNG TRADED FD VI$267K0.17%HELD
73VIGVANGUARD SPECIALIZED FUNDS$267K0.17%-994-44.5%
74WMTWALMART INC$266K0.17%-186-8.0%
75ZDEKINNOVATOR ETFS TRUST$263K0.17%HELD
76XJUNFIRST TR EXCHNG TRADED FD VI$259K0.17%-531-8.1%
77UAUGINNOVATOR ETFS TRUST$258K0.16%-12-0.2%
78LOWLOWES COS INC$257K0.16%-78-6.7%
79AMZNAMAZON COM INC$256K0.16%-888-41.9%
80BJANINNOVATOR ETFS TRUST$256K0.16%+4,799NEW
81TLTISHARES TR$251K0.16%+2,851+6953.7%
82ZAUGINNOVATOR ETFS TRUST$247K0.16%HELD
83BNOVINNOVATOR ETFS TRUST$240K0.15%HELD
84XOMEXXON MOBIL CORP$239K0.15%-1,807-56.2%
85ZNOVINNOVATOR ETFS TRUST$238K0.15%HELD
86ZAPRINNOVATOR ETFS TRUST$235K0.15%+9,008NEW
87NOCNORTHROP GRUMMAN CORP$231K0.15%+136+67.0%
88HCAHCA HEALTHCARE INC$224K0.14%+6+1.3%
89TAT&T INC$223K0.14%-2,018-20.8%
90TPRTAPESTRY INC$222K0.14%+27+1.7%
91GOOGLALPHABET INC$221K0.14%-272-26.1%
92KOCOCA COLA CO$219K0.14%-363-11.2%
93BOTZGLOBAL X FDS$217K0.14%-135-2.0%
94FTQIFIRST TR EXCHANGE TRADED FD$215K0.14%+1,507+16.2%
95ORCLORACLE CORP$214K0.14%-1,076-42.5%
96HYLSFIRST TR EXCHANGE-TRADED FD$209K0.13%+565+12.3%
97IEFAISHARES TR$206K0.13%-922-28.9%
98IBMINTERNATIONAL BUSINESS MACHS$205K0.13%-142-14.4%
99MPMP MATERIALS CORP$205K0.13%HELD
100PAPRINNOVATOR ETFS TRUST$202K0.13%HELD
101SCHDSCHWAB STRATEGIC TR$199K0.13%+6,491NEW
102COPCONOCOPHILLIPS$197K0.13%-68-4.4%
103DUKDUKE ENERGY CORP NEW$189K0.12%-199-12.1%
104PLTRPALANTIR TECHNOLOGIES INC$186K0.12%-284-18.3%
105PNOVINNOVATOR ETFS TRUST$178K0.11%HELD
106RTXRTX CORPORATION$177K0.11%+668+267.2%
107TSLATESLA INC$176K0.11%-276-36.8%
108QCOMQUALCOMM INC$172K0.11%-784-37.0%
109VVISA INC$162K0.10%-249-31.7%
110USMVISHARES TR$161K0.10%-1,737-50.0%
111ICFISHARES TR$155K0.10%HELD
112MTUMISHARES TR$152K0.10%HELD
113AXPAMERICAN EXPRESS CO$152K0.10%-39-7.2%
114XYLDGLOBAL X FDS$151K0.10%+939+32.1%
115IBITISHARES BITCOIN TRUST ETF$148K0.09%HELD
116BUFYFIRST TR EXCHNG TRADED FD VI$143K0.09%HELD
117HNDLSTRATEGY SHS$142K0.09%+212+3.4%
118MARMFIRST TR EXCHNG TRADED FD VI$140K0.09%-231-5.2%
119HDHOME DEPOT INC$139K0.09%-58-12.1%
120BMARINNOVATOR ETFS TRUST$135K0.09%+52+2.1%
121WMWASTE MGMT INC DEL$135K0.09%+15+2.6%
122MUNIPIMCO ETF TR$131K0.08%+1,216+93.9%
123STZCONSTELLATION BRANDS INC$129K0.08%-2-0.2%
124FTHIFIRST TR EXCHANGE TRADED FD$128K0.08%+763+15.8%
125FMBFIRST TR EXCH TRADED FD III$128K0.08%+1,241+96.2%
126BRK/BBERKSHIRE HATHAWAY INC DEL$124K0.08%-43-14.3%
127DPZDOMINOS PIZZA INC$123K0.08%HELD
128CSCOCISCO SYS INC$121K0.08%+266+20.6%
129UBERUBER TECHNOLOGIES INC$121K0.08%+7+0.4%
130PZAINVESCO EXCH TRADED FD TR II$118K0.08%+2,496+94.0%
131BUFZFIRST TR EXCHNG TRADED FD VI$118K0.08%HELD
132SPYSTATE STR SPDR S&P 500 ETF T$118K0.08%HELD
133IUSVISHARES TR$116K0.07%HELD
134IVVISHARES TR$116K0.07%-450-71.8%
135LMTLOCKHEED MARTIN CORP$115K0.07%-9-4.5%
136XOCTFIRST TR EXCHNG TRADED FD VI$106K0.07%HELD
137BKLNINVESCO EXCH TRADED FD TR II$105K0.07%+453+9.6%
138PANWPALO ALTO NETWORKS INC$103K0.07%+91+16.5%
139INTUINTUIT$102K0.07%+21+9.7%
140VXUSVANGUARD STAR FDS$102K0.07%+1,326NEW
141BACBANK AMERICA CORP$101K0.06%-3,083-59.9%
142MCDMCDONALDS CORP$99K0.06%+15+5.0%
143UNHUNITEDHEALTH GROUP INC$94K0.06%-137-28.2%
144KNGFIRST TR EXCHANGE-TRADED FD$94K0.06%-79-3.9%
145PGPROCTER & GAMBLE CO$93K0.06%-192-22.9%
146YUMYUM BRANDS INC$89K0.06%HELD
147VOVANGUARD INDEX FDS$88K0.06%HELD
148GOCTFIRST TR EXCHNG TRADED FD VI$85K0.05%-825-27.2%
149TRVTRAVELERS COMPANIES INC$83K0.05%+8+2.9%
150OKTAOKTA INC$73K0.05%HELD
151TFLOISHARES TR$69K0.04%HELD
152CVXCHEVRON CORPORATION$69K0.04%-29-8.0%
153IJHISHARES TR$65K0.04%-750-43.9%
154INTCINTEL CORP$65K0.04%+815+125.8%
155PFEBINNOVATOR ETFS TRUST$63K0.04%HELD
156PRFINVESCO EXCHANGE TRADED FD T$62K0.04%HELD
157RDVIFIRST TR EXCHANGE-TRADED FD$59K0.04%+404+21.2%
158MUMICRON TECHNOLOGY INC$59K0.04%-10-5.4%
159STIPISHARES TR$56K0.04%HELD
160AMATAPPLIED MATLS INC$55K0.04%+31+23.7%
161FTGCFIRST TR EXCHANGE TRAD FD VI$55K0.03%HELD
162LRCXLAM RESEARCH CORP$54K0.03%-135-34.6%
163FUMBFIRST TR EXCH TRADED FD III$54K0.03%+1,331+96.4%
164VTEBVANGUARD MUN BD FDS$54K0.03%+526+95.3%
165TXNTEXAS INSTRS INC$54K0.03%+159+135.9%
166ADBEADOBE INC$53K0.03%-22-9.1%
167XBAPINNOVATOR ETFS TRUST$53K0.03%HELD
168SPLVINVESCO EXCH TRADED FD TR II$53K0.03%+1+0.1%
169SHWSHERWIN WILLIAMS CO$53K0.03%-40-19.5%
170METAMETA PLATFORMS INC$52K0.03%-144-61.3%
171IWMISHARES TR$52K0.03%+18+9.4%
172FAPRFIRST TR EXCHNG TRADED FD VI$51K0.03%HELD
173VZVERIZON COMMUNICATIONS INC$50K0.03%-337-25.2%
174IXCISHARES TR$50K0.03%-174-16.8%
175KLACKLA CORP$49K0.03%+14+73.7%
176APHAMPHENOL CORP$48K0.03%+165+76.4%
177ADIANALOG DEVICES INC$48K0.03%+60+65.9%
178GNOVFIRST TR EXCHNG TRADED FD VI$45K0.03%HELD
179SLYGSPDR SERIES TRUST$45K0.03%HELD
180TSMTAIWAN SEMICONDUCTOR MANUFAC$45K0.03%-93-41.3%
181DXDYNEX CAP INC$44K0.03%+1,222+55.9%
182ANETARISTA NETWORKS INC$43K0.03%+213+151.1%
183GLWCORNING INC$43K0.03%+319NEW
184PALCPACER FDS TR$43K0.03%HELD
185TJXTJX COS INC NEW$42K0.03%+91+52.3%
186SPSMSPDR SERIES TRUST$42K0.03%HELD
187STXSEAGATE TECHNOLOGY HLDNGS PL$40K0.03%+34+50.0%
188XSLVINVESCO EXCH TRADED FD TR II$39K0.03%HELD
189MRKMERCK & CO INC$38K0.02%-42-11.6%
190KTOSKRATOS DEFENSE & SEC SOLUTIO$37K0.02%+427+427.0%
191MCHPMICROCHIP TECHNOLOGY INC.$37K0.02%+540+1687.5%
192XNOVFIRST TR EXCHNG TRADED FD VI$37K0.02%-168-14.6%
193SPABSPDR SERIES TRUST$35K0.02%HELD
194DAPRFIRST TR EXCHNG TRADED FD VI$34K0.02%HELD
195WDCWESTERN DIGITAL CORP$34K0.02%+111+853.8%
196GBILGOLDMAN SACHS ETF TR$33K0.02%+3+0.9%
197BMYBRISTOL-MYERS SQUIBB CO$32K0.02%+94+21.4%
198SCHCSCHWAB STRATEGIC TR$32K0.02%HELD
199SPDWSPDR INDEX SHS FDS$31K0.02%HELD
200EFAISHARES TR$31K0.02%+75+30.2%
201AMDADVANCED MICRO DEVICES INC$31K0.02%-27-15.0%
202ACNACCENTURE PLC IRELAND$31K0.02%+89+134.8%
203SNPSSYNOPSYS INC$30K0.02%+76NEW
204SNDKSANDISK CORP$29K0.02%+46NEW
205DFAEDIMENSIONAL ETF TRUST$29K0.02%HELD
206VBKVANGUARD INDEX FDS$29K0.02%HELD
207CCITIGROUP INC$28K0.02%+162+197.6%
208GAPRFIRST TR EXCHNG TRADED FD VI$27K0.02%HELD
209RCLROYAL CARIBBEAN GROUP$27K0.02%+98NEW
210SOLVSOLVENTUM CORP$27K0.02%HELD
211MARMARRIOTT INTL INC NEW$27K0.02%+41+100.0%
212IRMIRON MTN INC DEL$27K0.02%+17+7.0%
213SPTLSPDR SERIES TRUST$26K0.02%HELD
214SPEMSPDR INDEX SHS FDS$26K0.02%HELD
215BAPRINNOVATOR ETFS TRUST$26K0.02%HELD
216BUFGFIRST TR EXCHNG TRADED FD VI$26K0.02%-196-16.9%
217MUBISHARES TR$26K0.02%+107+79.9%
218BKNGBOOKING HOLDINGS INC$25K0.02%+3+100.0%
219FMARFIRST TR EXCHNG TRADED FD VI$25K0.02%HELD
220PFEPFIZER INC$25K0.02%-2,452-73.7%
221GMARFIRST TR EXCHNG TRADED FD VI$25K0.02%HELD
222PGRPROGRESSIVE CORP$24K0.02%+59+95.2%
223APPAPPLOVIN CORP$24K0.02%+47+361.5%
224KEYSKEYSIGHT TECHNOLOGIES INC$24K0.02%+62+281.8%
225CMGCHIPOTLE MEXICAN GRILL INC$24K0.02%+537+268.5%
226ISRGINTUITIVE SURGICAL INC$24K0.01%+7+15.9%
227BABOEING CO$23K0.01%-110-48.5%
228WSMWILLIAMS SONOMA INC$23K0.01%+112+861.5%
229SCHWSCHWAB CHARLES CORP$23K0.01%+64+36.0%
230GEVGE VERNOVA INC$23K0.01%-34-56.7%
231TMFDIREXION SHARES ETF TRUST$22K0.01%HELD
232UPSUNITED PARCEL SVCS INC$21K0.01%-416-65.7%
233ABNBAIRBNB INC$21K0.01%+134+382.9%
234DISDISNEY WALT CO$21K0.01%-320-59.3%
235ORLYOREILLY AUTOMOTIVE INC$21K0.01%+127+125.7%
236HLTHILTON WORLDWIDE HLDGS INC$21K0.01%+29+72.5%
237KBWDINVESCO EXCH TRADED FD TR II$21K0.01%+213+14.7%
238VOTVANGUARD INDEX FDS$21K0.01%HELD
239ROSTROSS STORES INC$20K0.01%+89+1780.0%
240LINLINDE PLC$20K0.01%+1+2.5%
241SYKSTRYKER CORPORATION$19K0.01%+22+59.5%
242XDECFIRST TR EXCHNG TRADED FD VI$19K0.01%HELD
243CBCHUBB LTD SWITZ$19K0.01%-8-11.9%
244CMECME GROUP INC$19K0.01%+30+85.7%
245CALFPACER FDS TR$19K0.01%HELD
246ZJANINNOVATOR ETFS TRUST$19K0.01%HELD
247EMEEMCOR GROUP INC$18K0.01%+3+13.6%
248ICEINTERCONTINENTAL EXCHANGE IN$18K0.01%+87+290.0%
249AMGNAMGEN INC$18K0.01%-1-1.9%
250NEENEXTERA ENERGY INC$18K0.01%-84-30.1%
251PEPPEPSICO INC$17K0.01%-48-30.4%
252CMCSACOMCAST CORP NEW$17K0.01%-249-29.9%
253COFCAPITAL ONE FINL CORP$17K0.01%+47+106.8%
254VRTXVERTEX PHARMACEUTICALS INC$17K0.01%-31-45.6%
255GJUNFIRST TR EXCHNG TRADED FD VI$16K0.01%HELD
256UNPUNION PAC CORP$16K0.01%-10-13.5%
257HACKAMPLIFY ETF TR$15K0.01%HELD
258ZSEPINNOVATOR ETFS TRUST$15K0.01%HELD
259SBUXSTARBUCKS CORP$15K0.01%-33-16.8%
260DJTTRUMP MEDIA & TECHNOLOGY GRO$15K0.01%+162+11.5%
261SPGIS&P GLOBAL INC$14K0.01%+5+17.2%
262CLCOLGATE PALMOLIVE CO$14K0.01%-47-22.0%
263DRIDARDEN RESTAURANTS INC$14K0.01%+71NEW
264PLDPROLOGIS INC.$13K0.01%+26+34.2%
265SHOCEA SERIES TRUST$13K0.01%HELD
266GEGE AEROSPACE$13K0.01%-123-72.4%
267DELLDELL TECHNOLOGIES INC$13K0.01%+1+1.3%
268NDAQNASDAQ INC$13K0.01%+153NEW
269MCKMCKESSON CORP$13K0.01%+6+66.7%
270AIQGLOBAL X FDS$13K0.01%HELD
271CDNSCADENCE DESIGN SYSTEM INC$13K0.01%+39+557.1%
272SYMSYMBOTIC INC$13K0.01%HELD
273HONHONEYWELL INTL INC$13K0.01%-9-13.8%
274ETNEATON CORP PLC$13K0.01%-32-47.8%
275AIGAMERICAN INTL GROUP INC$12K0.01%+78+94.0%
276AFLAFLAC INC$12K0.01%+52+89.7%
277MDXGMIMEDX GROUP INC$12K0.01%HELD
278ELVELEVANCE HEALTH INC FORMERLY$11K0.01%+31+387.5%
279IBKRINTERACTIVE BROKERS GROUP IN$11K0.01%+165NEW
280KKRKKR & CO INC$11K0.01%+114+3800.0%
281GEHCGE HEALTHCARE TECHNOLOGIES I$11K0.01%+137+913.3%
282PHPARKER-HANNIFIN CORP$11K0.01%+3+33.3%
283BKBANK NEW YORK MELLON CORP$11K0.01%-12-11.8%
284MVSTMICROVAST HOLDINGS INC$11K0.01%HELD
285WSOWATSCO INC$11K0.01%-23-44.2%
286XLESELECT SECTOR SPDR TR$11K0.01%+1+0.6%
287ROBTFIRST TR EXCHANGE TRADED FD$10K0.01%HELD
288GILDGILEAD SCIENCES INC$10K0.01%-151-67.1%
289CBOECBOE GLOBAL MKTS INC$10K0.01%+36NEW
290USARUSA RARE EARTH INC$10K0.01%+500+306.7%
291AMTAMERICAN TOWER CORP$10K0.01%-81-58.3%
292EAELECTRONIC ARTS INC$10K0.01%+23+88.5%
293BPBP PLC$10K0.01%HELD
294TMUST-MOBILE US INC$10K0.01%+6+14.6%
295XLVSELECT SECTOR SPDR TR$10K0.01%HELD
296JCIJOHNSON CONTROLS INTERNATION$10K0.01%-65-46.8%
297EEMISHARES TR$10K0.01%+38+29.0%
298APOAPOLLO GLOBAL MGMT INC$10K0.01%+63+273.9%
299GLDSPDR GOLD TR$9K0.01%+22NEW
300XYZBLOCK INC$9K0.01%+36+29.8%
301SPTMSPDR SERIES TRUST$9K0.01%-120-50.2%
302GDGENERAL DYNAMICS CORP$9K0.01%-22-44.9%
303IGVISHARES TR$9K0.01%HELD
304LLYELI LILLY & CO$9K0.01%-73-88.0%
305SMCISUPER MICRO COMPUTER INC$9K0.01%-143-26.3%
306DHRDANAHER CORP DEL$9K0.01%-46-48.9%
307SRESEMPRA$9K0.01%-35-27.3%
308FTSLFIRST TR EXCHANGE-TRADED FD$9K0.01%HELD
309HWMHOWMET AEROSPACE INC$9K0.01%+20+105.3%
310KMIKINDER MORGAN INC DEL$9K0.01%+121+82.3%
311SHYISHARES TR$9K0.01%HELD
312UNMUNUM GROUP$9K0.01%+121NEW
313APDAIR PRODUCTS AND CHEMICALS I$9K0.01%-12-28.6%
314CMICUMMINS INC$9K0.01%+11+220.0%
315FCXFREEPORT MCMORAN INC$9K0.01%-104-41.6%
316IYCISHARES TR$9K0.01%HELD
317AMEAMETEK INC$8K0.01%-1-2.5%
318SPHQINVESCO EXCHANGE TRADED FD T$8K0.01%HELD
319ARTYISHARES TR$8K0.01%HELD
320WRBBERKLEY W R CORP$8K0.01%+92+278.8%
321WSTWEST PHARMACEUTICAL SVSC INC$8K0.01%+31+1550.0%
322GMGENERAL MTRS CO$8K0.01%-61-35.5%
323BROBROWN & BROWN INC$8K0.01%+125NEW
324USBUS BANCORP$8K0.01%-390-71.4%
325DLRDIGITAL RLTY TR INC$8K0.01%-9-16.7%
326BUFTFIRST TR EXCHNG TRADED FD VI$8K0.01%-224-41.0%
327HO1HOLOGIC INC$8K0.01%+106NEW
328MRGRPROSHARES TR$8K0.00%HELD
329MPCMARATHON PETE CORP$8K0.00%-70-68.6%
330CTASCINTAS CORP$8K0.00%-45-50.0%
331ITWILLINOIS TOOL WKS INC$8K0.00%+19+190.0%
332DASHDOORDASH INC$8K0.00%+50NEW
333PNCPNC FINL SVCS GROUP INC$7K0.00%-125-77.6%
334XLISELECT SECTOR SPDR TR$7K0.00%HELD
335AEMAGNICO EAGLE MINES LTD$7K0.00%HELD
336FANGDIAMONDBACK ENERGY INC$7K0.00%+18+100.0%
337SPGSIMON PPTY GROUP INC NEW$7K0.00%-27-41.5%
338JBHTHUNT J B TRANS SVCS INC$7K0.00%+21+175.0%
339BILSPDR SERIES TRUST$7K0.00%+1+1.3%
340DDOMINION ENERGY INC$7K0.00%-18-13.8%
341VLOVALERO ENERGY CORP$7K0.00%+11+64.7%
342ALLALLSTATE CORP$7K0.00%+9+37.5%
343NEMNEWMONT CORP$7K0.00%-1-1.6%
344MSMORGAN STANLEY$7K0.00%-65-61.3%
345TTTRANE TECHNOLOGIES PLC$7K0.00%-21-56.8%
346AAGILENT TECHNOLOGIES INC$7K0.00%+36+163.6%
347MAMASTERCARD INCORPORATED$6K0.00%-86-86.9%
348MAGSLISTED FDS TR$6K0.00%HELD
349CAHCARDINAL HEALTH INC$6K0.00%+26+650.0%
350FIXDFIRST TR EXCHNG TRADED FD VI$6K0.00%HELD
351DEDEERE & CO$6K0.00%-22-66.7%
352ECLECOLAB INC$6K0.00%+6+35.3%
353EMREMERSON ELEC CO$6K0.00%-58-55.8%
354MTBM & T BK CORP$6K0.00%-13-31.0%
355KEYKEYCORP$6K0.00%+106+55.2%
356AEPAMERICAN ELEC PWR CO INC$6K0.00%-28-38.4%
357MRSHMARSH & MCLENNAN COS INC$6K0.00%-40-54.1%
358SOSOUTHERN CO$6K0.00%-361-85.5%
359ETRENTERGY CORP NEW$6K0.00%-163-75.8%
360BDXBECTON DICKINSON & CO$6K0.00%-3-7.5%
361ABTABBOTT LABORATORIES$6K0.00%-251-81.5%
362BLKBLACKROCK INC$6K0.00%-10-62.5%
363FLYFIREFLY AEROSPACE INC$6K0.00%+200NEW
364RONBBARON ETF TR$6K0.00%+248NEW
365KRKROGER CO$6K0.00%+35+83.3%
366WELLWELLTOWER INC$6K0.00%-4-12.5%
367IBBISHARES TR$6K0.00%HELD
368RFREGIONS FINANCIAL CORP NEW$5K0.00%-132-38.7%
369CCICROWN CASTLE INC$5K0.00%-96-58.9%
370NUENUCOR CORP$5K0.00%+32NEW
371NKENIKE INC$5K0.00%-95-48.2%
372WATWATERS CORP$5K0.00%+18NEW
373NINISOURCE INC$5K0.00%+30+36.1%
374CVSCVS HEALTH CORP$5K0.00%+34+87.2%
375CMSCMS ENERGY CORP$5K0.00%+24+57.1%
376PCGPG&E CORP$5K0.00%+68+30.8%
377CNCCENTENE CORP DEL$5K0.00%-18-10.5%
378QUREQUANTA SVCS INC$5K0.00%+1+12.5%
379IHEISHARES TR$5K0.00%HELD
380EOGEOG RES INC$5K0.00%+3+9.7%
381ODFLOLD DOMINION FREIGHT LINE IN$5K0.00%-5-16.7%
382EQREQUITY RESIDENTIAL$5K0.00%+37+84.1%
383CORCENCORA INC$5K0.00%-7-31.8%
384HSTHOST HOTELS & RESORTS INC$5K0.00%+134+125.2%
385XLUSELECT SECTOR SPDR TR$5K0.00%+1+1.0%
386UUPINVESCO DB US DLR INDEX TR$5K0.00%HELD
387WBDWARNER BROS DISCOVERY INC$5K0.00%-168-50.5%
388WABWABTEC$4K0.00%+18NEW
389MDLZMONDELEZ INTL INC$4K0.00%-64-45.1%
390SIVRABRDN SILVER ETF TRUST$4K0.00%+18+40.9%
391CSXCSX CORP$4K0.00%+31+40.3%
392SYYSYSCO CORP$4K0.00%-84-57.9%
393SPMDSPDR SERIES TRUST$4K0.00%HELD
394CRWDCROWDSTRIKE HLDGS INC$4K0.00%-38-77.6%
395NRGNRG ENERGY INC$4K0.00%+25+625.0%
396IYRISHARES TR$4K0.00%HELD
397WDAYWORKDAY INC$4K0.00%-20-39.2%
398BXBLACKSTONE INC$4K0.00%-1-2.8%
399ASMLASML HLDG NV$4K0.00%HELD
400BALLBALL CORP$4K0.00%+58+644.4%
401DALDELTA AIR LINES INC$4K0.00%-173-74.6%
402ZBHZIMMER BIOMET HOLDINGS INC$4K0.00%-14-24.6%
403EFXEQUIFAX INC$4K0.00%+21NEW
404BIVVANGUARD BD INDEX FDS$4K0.00%HELD
405IFFINTERNATIONAL FLAVORS&FRAGRA$4K0.00%+30+150.0%
406PPLPPL CORP$4K0.00%-79-45.7%
407MOALTRIA GROUP INC$3K0.00%+43+430.0%
408SGOVISHARES TR$3K0.00%+1+2.9%
409MGNXMACROGENICS INC$3K0.00%HELD
410CTVACORTEVA INC$3K0.00%+39NEW
411ALBALBEMARLE CORP$3K0.00%HELD
412FTBIFIRST TR EXCHANGE TRADED FD$3K0.00%HELD
413MDTMEDTRONIC PLC$3K0.00%-106-75.2%
414EXCEXELON CORP$3K0.00%-167-73.2%
415OXYOCCIDENTAL PETE CORP$3K0.00%+36+360.0%
416IHIISHARES TR$3K0.00%-141-71.6%
417CTSHCOGNIZANT TECHNOLOGY SOLUTIO$3K0.00%-89-65.0%
418EQIXEQUINIX INC$3K0.00%-2-40.0%
419PHMPULTE GROUP INC$3K0.00%+25NEW
420CITHE CIGNA GROUP$3K0.00%-29-72.5%
421NSCNORFOLK SOUTHN CORP$3K0.00%+3+42.9%
422BHPBHP BILLITON LIMITED$3K0.00%HELD
423SCZISHARES TR$3K0.00%+27+300.0%
424LIILENNOX INTL INC$3K0.00%+6NEW
425DGROISHARES TR$3K0.00%HELD
426GISGENERAL MILLS INC$3K0.00%+26+59.1%
427HOODROBINHOOD MKTS INC$2K0.00%+4+12.5%
428BKRBAKER HUGHES COMPANY$2K0.00%HELD
429RSGREPUBLIC SVCS INC$2K0.00%HELD
430JPMEJ P MORGAN EXCHANGE TRADED F$2K0.00%HELD
431SWMRSWARMER INC$2K0.00%+50NEW
432REGNREGENERON PHARMACEUTICALS$2K0.00%-7-70.0%
433STTSTATE STR CORP$2K0.00%+12+200.0%
434PEGPUBLIC SVC ENTERPRISE GROUP$2K0.00%+19+211.1%
435ZTSZOETIS INC$2K0.00%-18-48.6%
436CFGCITIZENS FINL GROUP INC$2K0.00%+23+164.3%
437UALUNITED AIRLS HLDGS INC$2K0.00%-6-20.0%
438IEIISHARES TR$2K0.00%+1+5.6%
439OREALTY INCOME CORP$2K0.00%-15-30.0%
440PAYXPAYCHEX INC$2K0.00%+3+15.0%
441REGREGENCY CTRS CORP$2K0.00%+7+33.3%
442DONWISDOMTREE TR$2K0.00%HELD
443DOCHEALTHPEAK PROPERTIES INC$2K0.00%+6+5.0%
444CEGCONSTELLATION ENERGY CORP$2K0.00%-29-80.6%
445METMETLIFE INC$2K0.00%-57-67.9%
446BCBRUNSWICK CORP$2K0.00%HELD
447ACGLARCH CAP GROUP LTD$2K0.00%+19NEW
448FDXFEDEX CORP$2K0.00%-7-58.3%
449DOWDOW HLDGS INC$2K0.00%-13-23.6%
450MMM3M CO$2K0.00%+12NEW
451PSAPUBLIC STORAGE OPER CO$2K0.00%-18-75.0%
452PPGPPG INDS INC$2K0.00%+10+200.0%
453CMBSISHARES TR$2K0.00%HELD
454SLBSLB LIMITED$2K0.00%-83-73.5%
455ESEVERSOURCE ENERGY$2K0.00%-76-77.6%
456VSTVISTRA CORP$2K0.00%+10NEW
457CRMSALESFORCE INC$1K0.00%-133-94.3%
458PCTPURECYCLE TECHNOLOGIES INC$1K0.00%HELD
459VMCVULCAN MATLS CO$1K0.00%-1-16.7%
460ARKKARK ETF TR$1K0.00%HELD
461VYMVANGUARD WHITEHALL FDS$1K0.00%HELD
462JJACOBS SOLUTIONS INC$1K0.00%+10NEW
463MRNAMODERNA INC$1K0.00%+12+92.3%
464OKEONEOK INC NEW$1K0.00%+4+40.0%
465TGTTARGET CORP$1K0.00%-79-88.8%
466DLTRDOLLAR TREE INC$1K0.00%+1+10.0%
467IRINGERSOLL RAND INC$1K0.00%+5+55.6%
468DEODIAGEO PLC$1K0.00%HELD
469DESWISDOMTREE TR$1K0.00%HELD
470ATOATMOS ENERGY CORP$1K0.00%+6NEW
471ABBVABBVIE INC$1K0.00%-187-97.4%
472MNSTMONSTER BEVERAGE CORP NEW$1K0.00%-102-87.2%
473ELDNELEDON PHARMACEUTICALS INC$1K0.00%+352NEW
474STLDSTEEL DYNAMICS INC$1K0.00%+6NEW
475WECWEC ENERGY GROUP INC$1K0.00%-27-75.0%
476CNPCENTERPOINT ENERGY INC$1K0.00%+24NEW
477HUBBHUBBELL INC$9810.00%+1+100.0%
478PFFISHARES TR$9750.00%HELD
479IEXIDEX CORP$9480.00%+2+66.7%
480NOWSERVICENOW INC$9410.00%-331-97.4%
481BABAALIBABA GROUP HLDG LTD$8780.00%HELD
482AVYAVERY DENNISON CORP$8630.00%+1+25.0%
483VRTVERTIV HOLDINGS CO$7520.00%+3NEW
484KVUEKENVUE INC$7410.00%-943-95.6%
485EIXEDISON INTL$7320.00%-127-92.7%
486ELLAUDER ESTEE COS INC$7180.00%-57-85.1%
487AWKAMERICAN WTR WKS CO INC NEW$6800.00%+1+25.0%
488IPINTERNATIONAL PAPER CO$6780.00%-39-67.2%
489EXEEXPAND ENERGY CORPORATION$6590.00%-14-70.0%
490RINFPROSHARES TR$6290.00%HELD
491HALHALLIBURTON CO$5850.00%+15NEW
492FFORD MTR CO$5650.00%-561-92.0%
493HBANHUNTINGTON BANCSHARES INC$5630.00%-129-78.2%
494COINCOINBASE GLOBAL INC$5240.00%-36-92.3%
495APTVAPTIV PLC$4860.00%HELD
496VLTOVERALTO CORP$4420.00%+5NEW
497KDPKEURIG DR PEPPER INC$3950.00%-440-96.7%
498CGUSCAPITAL GROUP CORE EQUITY ET$3460.00%HELD
499VTIVANGUARD INDEX FDS$3210.00%HELD
500FDNFIRST TR EXCHANGE-TRADED FD$2340.00%HELD

Source: SEC EDGAR · accession 0001398344-26-009321. 13F discloses long positions only — shorts, foreign equities, and options are excluded.