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Institutional

INDEPENDENT FINANCIAL GROUP, LLC

CIK 0000275484
$3.34B
Reported AUM
1,386
Positions
Q1 2026
Period
2026-05-05
Filed

The Brief · INDEPENDENT FINANCIAL GROUP, LLC · Q1 2026

AI · grounded in 13F

INDEPENDENT FINANCIAL GROUP, LLC established a new position in CORO valued at $11.37M. The fund significantly increased its holdings in IJK by 617.88% and FTCB by 394.10%. Simultaneously, the manager trimmed several large-cap positions, reducing shares of AVGO by 57.73% and AMZN by 55.92%.

Portfolio · Q1 2026

NVDA$201.7MAAPL$80.6MQQQ$67.3MSPY$51.5MPAAA$49.0MIVV$47.5MAVGO$43.4MOther$2.20BIL

Top holdings· first 500 of 1386

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1NVDANVIDIA CORPORATION$201.7M6.04%-557,495-32.5%
2AAPLAPPLE INC$80.6M2.41%-179,810-36.1%
3QQQINVESCO QQQ TR$67.3M2.02%-76,208-39.5%
4SPYSTATE STR SPDR S&P 500 ETF T$51.5M1.54%-29,845-27.4%
5PAAAPGIM ETF TR$49.0M1.47%-527,752-35.5%
6IVVISHARES TR$47.5M1.42%-20,618-22.1%
7AVGOBROADCOM INC$43.4M1.30%-191,392-57.7%
8VTIVANGUARD INDEX FDS$39.6M1.19%-16,377-11.7%
9MSFTMICROSOFT CORP$36.9M1.10%-83,921-45.7%
10AMZNAMAZON COM INC$34.4M1.03%-209,557-55.9%
11SPYMSPDR SERIES TRUST$29.9M0.90%-16,668-4.1%
12TSLATESLA INC$24.4M0.73%-19,910-23.3%
13BUFRFIRST TR EXCHNG TRADED FD VI$24.2M0.72%-38,831-5.1%
14CGDVCAPITAL GROUP DIVIDEND VALUE$22.9M0.69%-22,380-4.0%
15PLTRPALANTIR TECHNOLOGIES INC$22.8M0.68%-166,669-51.7%
16BNDVANGUARD BD INDEX FDS$22.6M0.68%+137,358+81.3%
17JAAAJANUS DETROIT STR TR$21.4M0.64%-113,356-21.1%
18XLKSELECT SECTOR SPDR TR$21.1M0.63%-57,189-26.5%
19GOOGLALPHABET INC$20.8M0.62%-47,501-39.6%
20GARPISHARES TR$20.5M0.62%-49,075-13.3%
21GLDSPDR GOLD TR$19.6M0.59%-39,457-46.4%
22GOOGALPHABET INC$19.1M0.57%-77,835-53.9%
23RDVYFIRST TR EXCHANGE TRADED FD$18.6M0.56%-51,628-16.0%
24SPYGSPDR SERIES TRUST$18.3M0.55%+10,365+5.9%
25BPREBLUEROCK PVT REAL ESTATE FD$18.1M0.54%+232,293+27.0%
26COWZPACER FDS TR$18.1M0.54%-80,808-21.8%
27IJHISHARES TR$17.6M0.53%-35,882-12.1%
28COSTCOSTCO WHOLESALE CORPORATION$17.6M0.53%-17,313-49.5%
29IWMISHARES TR$17.5M0.52%+29,914+73.6%
30TSMTAIWAN SEMICONDUCTOR MANUFAC$17.2M0.52%-25,407-33.3%
31METAMETA PLATFORMS INC$16.2M0.48%-31,058-52.3%
32VOOVANGUARD INDEX FDS$15.2M0.45%-10,609-29.4%
33SMHVANECK ETF TRUST$14.4M0.43%-20,968-35.8%
34QQQINEOS ETF TRUST$14.4M0.43%-143,676-33.2%
35SNTHTIDAL TRUST III$14.2M0.42%-37,635-6.5%
36ITOTISHARES TR$13.8M0.41%-9,682-9.1%
37DYNFBLACKROCK ETF TRUST$13.6M0.41%-31,851-12.0%
38BIZDVANECK ETF TRUST$13.6M0.41%-302,533-22.2%
39JPSTJ P MORGAN EXCHANGE TRADED F$13.6M0.41%-56,134-17.3%
40WMTWALMART INC$12.9M0.39%-59,092-36.2%
41SCHGSCHWAB STRATEGIC TR$12.9M0.39%+23,129+5.5%
42MUMICRON TECHNOLOGY INC$12.5M0.38%-52,975-58.8%
43TQQQPROSHARES TR$12.4M0.37%+32,496+12.2%
44SDVYFIRST TR EXCHANGE TRADED FD$12.0M0.36%-96,310-24.0%
45XOMEXXON MOBIL CORP$11.9M0.36%-1,347-1.9%
46IJSISHARES TR$11.9M0.35%+70,671+240.2%
47SCHDSCHWAB STRATEGIC TR$11.8M0.35%+19,212+5.2%
48QQQEDIREXION SHARES ETF TRUST$11.8M0.35%-77,785-39.3%
49FSKFS KKR CAP CORP$11.7M0.35%-394,948-25.5%
50COROBLACKROCK ETF TRUST$11.4M0.34%+353,583NEW
51XLESELECT SECTOR SPDR TR$11.2M0.33%+19,007+11.6%
52MOATVANECK ETF TRUST$11.1M0.33%-14,776-11.4%
53JEPQJ P MORGAN EXCHANGE TRADED F$10.9M0.33%-121,170-38.1%
54SLVISHARES SILVER TR$10.9M0.33%-243,397-60.3%
55SGOVISHARES TR$10.8M0.32%-55,419-34.0%
56SMASMARTSTOP SELF STORAG REIT I$10.7M0.32%-8,577-2.4%
57JQUAJ P MORGAN EXCHANGE TRADED F$10.5M0.31%+5,232+3.2%
58JBBBJANUS DETROIT STR TR$10.2M0.31%-55,220-20.1%
59IJKISHARES TR$10.1M0.30%+86,411+617.9%
60VYMVANGUARD WHITEHALL FDS$9.5M0.29%-2,337-3.5%
61VYMIVANGUARD WHITEHALL FDS$9.5M0.28%-8,964-8.2%
62SPTMSPDR SERIES TRUST$9.3M0.28%-682-0.6%
63VUGVANGUARD INDEX FDS$9.2M0.27%-10,595-33.5%
64BRK/BBERKSHIRE HATHAWAY INC DEL$9.2M0.27%-18,196-48.8%
65ICOWPACER FDS TR$9.0M0.27%-10,687-4.8%
66FLRTPACER FDS TR$9.0M0.27%+44,805+30.0%
67FTCBFIRST TR EXCHANGE-TRADED FD$9.0M0.27%+341,386+394.1%
68IAUISHARES GOLD TR$9.0M0.27%-62,672-38.2%
69PDIPIMCO DYNAMIC INCOME FD$8.9M0.27%-209,639-28.7%
70SSOPROSHARES TR$8.9M0.27%-1,836-1.1%
71SPYVSPDR SERIES TRUST$8.8M0.26%-6,947-4.3%
72JEPIJ P MORGAN EXCHANGE TRADED F$8.7M0.26%-32,583-17.4%
73PSECPROSPECT CAP CORP$8.6M0.26%+1,956,876+144.4%
74BILSPDR SERIES TRUST$8.6M0.26%-36,572-28.0%
75VOTVANGUARD INDEX FDS$8.4M0.25%-24,149-42.5%
76VODVODAFONE GROUP PLC$8.4M0.25%-362,787-39.3%
77SRLNSSGA ACTIVE ETF TR$8.3M0.25%-16,802-7.5%
78RSPINVESCO EXCHANGE TRADED FD T$8.3M0.25%-1,393-3.1%
79CATCATERPILLAR INC$8.3M0.25%-4,405-27.4%
80FDTFIRST TR EXCH TRD ALPHDX FD$8.1M0.24%-17,859-16.0%
81RWJINVESCO EXCH TRADED FD TR II$8.1M0.24%-42,914-21.0%
82SPYINEOS ETF TRUST$8.0M0.24%-38,402-19.1%
83ITAISHARES TR$8.0M0.24%-18,194-33.2%
84VBKVANGUARD INDEX FDS$8.0M0.24%-1,120-4.1%
85AMDADVANCED MICRO DEVICES INC$8.0M0.24%-36,693-48.3%
86GDXVANECK ETF TRUST$7.9M0.24%-106,500-55.3%
87JPMJPMORGAN CHASE & CO$7.8M0.23%-22,143-45.6%
88XLCSELECT SECTOR SPDR TR$7.8M0.23%-20,662-22.8%
89TOPTISHARES TR$7.7M0.23%+198,992+279.8%
90MGKVANGUARD WORLD FD$7.7M0.23%-1,979-8.6%
91VGTVANGUARD WORLD FD$7.6M0.23%-3,536-24.5%
92SPDWSPDR INDEX SHS FDS$7.6M0.23%-10,455-5.9%
93EFVISHARES TR$7.5M0.23%-66,843-39.8%
94VIGVANGUARD SPECIALIZED FUNDS$7.5M0.22%-6,132-14.9%
95UYLDANGEL OAK FUNDS TRUST$7.4M0.22%-32,299-18.2%
96VEAVANGUARD TAX-MANAGED FDS$7.3M0.22%+67,145+144.0%
97CGGRCAPITAL GROUP GROWTH ETF$7.2M0.21%-52,812-22.8%
98CIBRFIRST TR EXCHANGE-TRADED FD$7.0M0.21%-68,807-38.0%
99NFLXNETFLIX INC.$7.0M0.21%-84,518-53.7%
100XLFSELECT SECTOR SPDR TR$6.9M0.21%-37,224-21.0%
101ISVLISHARES TR$6.9M0.21%+128,855+948.9%
102ASTSAST SPACEMOBILE INC$6.8M0.20%-28,451-25.6%
103IEMGISHARES INC$6.8M0.20%+28,100+40.3%
104SHLDGLOBAL X FDS$6.7M0.20%+16,532+21.2%
105KNGFIRST TR EXCHANGE-TRADED FD$6.7M0.20%-21,923-13.8%
106TSPAT ROWE PRICE ETF INC$6.6M0.20%-40,331-19.9%
107CVXCHEVRON CORPORATION$6.6M0.20%+1,629+5.4%
108VZVERIZON COMMUNICATIONS INC$6.6M0.20%-11,496-8.0%
109IUSBISHARES TR$6.6M0.20%+4,763+3.4%
110DIASTATE STR SPDR DOW JONES IND$6.6M0.20%-3,996-21.9%
111MSTRSTRATEGY INC$6.4M0.19%-29,764-36.7%
112HDHOME DEPOT INC$6.3M0.19%-11,217-36.8%
113SPMDSPDR SERIES TRUST$6.3M0.19%+575+0.5%
114QUALISHARES TR$6.3M0.19%-20,156-38.1%
115AIRRFIRST TR EXCHANGE TRADED FD$6.2M0.19%-6,080-9.7%
116CSHINEOS ETF TRUST$6.2M0.19%+102,049+456.2%
117GEVGE VERNOVA INC$6.2M0.19%-3,901-35.5%
118LVHILEGG MASON ETF INVT$6.2M0.18%-5,410-3.4%
119MTUMISHARES TR$6.1M0.18%+762+3.1%
120ENFRALPS ETF TR$6.1M0.18%+11,915+8.0%
121IBMINTERNATIONAL BUSINESS MACHS$6.0M0.18%-37,504-60.2%
122CGICCAPITAL GROUP INTERNATIONAL$6.0M0.18%+50,597+38.7%
123LLYELI LILLY & CO$5.9M0.18%-6,555-50.5%
124SPMOINVESCO EXCH TRADED FD TR II$5.9M0.18%-19,370-27.0%
125SOXXISHARES TR$5.8M0.17%-7,730-30.5%
126NUKZEXCHANGE TRADED CONCEPTS TRU$5.7M0.17%-25,733-22.8%
127QQQMINVESCO EXCH TRADED FD TR II$5.7M0.17%-12,162-33.5%
128EPDENTERPRISE PRODS PARTNERS L$5.7M0.17%-42,020-21.8%
129BALTINNOVATOR ETFS TRUST$5.7M0.17%-35,898-17.4%
130GSLCGOLDMAN SACHS ETF TR$5.7M0.17%-680-1.5%
131ABBVABBVIE INC$5.7M0.17%-18,068-40.9%
132VXUSVANGUARD STAR FDS$5.6M0.17%+11,694+19.2%
133IJRISHARES TR$5.6M0.17%-7,471-14.3%
134AHRAMERICAN HEALTHCARE REIT INC$5.6M0.17%-11,831-9.1%
135MBBISHARES TR$5.5M0.16%-1,050-1.8%
136XLISELECT SECTOR SPDR TR$5.5M0.16%+2,669+8.5%
137SPABSPDR SERIES TRUST$5.5M0.16%-12,228-5.4%
138SHVISHARES TR$5.5M0.16%-21,198-30.0%
139USMVISHARES TR$5.4M0.16%-8,018-12.2%
140VVISA INC$5.4M0.16%-15,005-45.9%
141TDVIFIRST TR EXCHANGE-TRADED FD$5.3M0.16%+6,970+3.6%
142PAVEGLOBAL X FDS$5.1M0.15%-17,871-15.1%
143XLUSELECT SECTOR SPDR TR$5.1M0.15%-13,183-10.6%
144VTVVANGUARD INDEX FDS$5.0M0.15%-634-2.4%
145SKYYFIRST TR EXCHANGE-TRADED FD$5.0M0.15%-4,745-9.4%
146BAIBLACKROCK ETF TRUST$5.0M0.15%+13,313+9.6%
147PFFISHARES TR$4.9M0.15%-24,599-13.1%
148QDPLPACER FDS TR$4.9M0.15%-6,828-5.3%
149BXMTBLACKSTONE MORTGAGE TRUST IN$4.8M0.15%-26,008-9.3%
150PEPPEPSICO INC$4.8M0.14%-8,672-21.8%
151CSCOCISCO SYS INC$4.8M0.14%-34,535-35.7%
152EEMISHARES TR$4.8M0.14%-48,329-36.4%
153ARCCARES CAPITAL CORP$4.7M0.14%-28,525-9.8%
154JNJJOHNSON & JOHNSON$4.6M0.14%-9,672-33.9%
155THROBLACKROCK ETF TRUST$4.6M0.14%+9,909+8.5%
156IGIBISHARES TR$4.6M0.14%+1,819+2.1%
157IVWISHARES TR$4.6M0.14%-25,056-38.3%
158STWDSTARWOOD PPTY TR INC$4.5M0.14%-28,727-9.8%
159VOOGVANGUARD ADMIRAL FDS INC$4.5M0.14%+47+0.4%
160MRKMERCK & CO INC$4.5M0.13%-10,809-22.4%
161GDLCGRAYSCALE COINDESK CRYPTO$4.4M0.13%-22,381-13.7%
162MINTPIMCO ETF TR$4.4M0.13%-6,307-12.7%
163XMVMINVESCO EXCHANGE TRADED FD T$4.4M0.13%-809-1.2%
164BSCXINVESCO EXCH TRD SLF IDX FD$4.3M0.13%-79,368-27.9%
165SPBWAIM ETF PRODUCTS TRUST$4.3M0.13%+23,928+17.7%
166FTCSFIRST TR EXCHANGE-TRADED FD$4.3M0.13%-3,956-7.8%
167RDVIFIRST TR EXCHANGE-TRADED FD$4.3M0.13%+16,960+11.3%
168CRWDCROWDSTRIKE HLDGS INC$4.2M0.13%-14,158-56.7%
169PFLPIMCO INCOME STRATEGY FD$4.2M0.13%-35,281-6.3%
170XLVSELECT SECTOR SPDR TR$4.2M0.12%-9,143-24.3%
171QCOMQUALCOMM INC$4.1M0.12%-6,155-16.0%
172PANWPALO ALTO NETWORKS INC$4.1M0.12%-26,821-50.9%
173GEGE AEROSPACE$4.1M0.12%-13,628-48.4%
174RFLRINNOVATOR ETFS TRUST$4.1M0.12%+109,037+343.4%
175TAT&T INC$4.1M0.12%+15,762+12.6%
176QFLRINNOVATOR ETFS TRUST$4.0M0.12%+77,296+175.9%
177AGNCAGNC INVT CORP$4.0M0.12%-490,414-55.0%
178FSCOFS CREDIT OPPORTUNITIES CORP$4.0M0.12%-23,593-2.9%
179ISRGINTUITIVE SURGICAL INC$3.9M0.12%-1,164-12.0%
180UBERUBER TECHNOLOGIES INC$3.9M0.12%-26,158-32.3%
181NLYANNALY CAPITAL MANAGEMENT IN$3.9M0.12%-114,252-38.0%
182FTNTFORTINET INC$3.9M0.12%-3,325-6.5%
183AMATAPPLIED MATLS INC$3.9M0.12%+1,734+18.1%
184CAIECALAMOS ETF TR$3.9M0.12%+48,682+46.6%
185SRESEMPRA$3.8M0.11%-13,294-25.3%
186GCOWPACER FDS TR$3.7M0.11%-3,014-3.6%
187EFAISHARES TR$3.7M0.11%-21,331-36.0%
188SBRASABRA HEALTH CARE REIT INC$3.7M0.11%-48,015-20.1%
189VBVANGUARD INDEX FDS$3.7M0.11%-2,126-13.2%
190BLCRBLACKROCK ETF TRUST$3.7M0.11%+89,160NEW
191BMNRBITMINE IMMERSION TECNOLOGIE$3.7M0.11%-25,048-11.9%
192TIPISHARES TR$3.6M0.11%-12,940-28.1%
193BABOEING CO$3.6M0.11%-16,627-47.7%
194BILSSPDR SERIES TRUST$3.6M0.11%-16,927-31.7%
195IUSGISHARES TR$3.6M0.11%-517-2.2%
196BRK/ABERKSHIRE HATHAWAY INC DEL$3.6M0.11%+3+150.0%
197SPTLSPDR SERIES TRUST$3.5M0.11%-2,870-2.1%
198GSGOLDMAN SACHS GROUP INC$3.5M0.11%-150-3.5%
199DSLDOUBLELINE INCOME SOLUTIONS$3.5M0.11%-49,483-13.3%
200NETCLOUDFLARE INC$3.5M0.10%-27,114-61.6%
201FIXDFIRST TR EXCHNG TRADED FD VI$3.5M0.10%+20,050+33.9%
202IGLDFIRST TR EXCHANGE-TRADED FD$3.4M0.10%-5,351-3.8%
203FDVVFIDELITY COVINGTON TRUST$3.4M0.10%-2,771-4.3%
204DIVBISHARES TR$3.4M0.10%+1,272+2.1%
205PMAYINNOVATOR ETFS TRUST$3.4M0.10%-3,078-3.5%
206HACKAMPLIFY ETF TR$3.4M0.10%-4,603-9.3%
207RWLINVESCO EXCH TRADED FD TR II$3.4M0.10%+6,878+30.9%
208GRIDFIRST TR EXCHANGE-TRADED FD$3.3M0.10%+1,888+10.2%
209RQICOHEN & STEERS QUALITY INCOM$3.3M0.10%-6,671-2.3%
210VNQVANGUARD INDEX FDS$3.3M0.10%-4,057-9.9%
211AMZAETFIS SER TR I$3.3M0.10%-42,543-37.6%
212FCXFREEPORT MCMORAN INC$3.3M0.10%-78,467-58.6%
213VBRVANGUARD INDEX FDS$3.2M0.10%-744-4.7%
214FMDEFIDELITY COVINGTON TRUST$3.2M0.10%+74,344+468.7%
215DBEFDBX ETF TR$3.2M0.10%-4,021-5.8%
216NREFNEXPOINT REAL ESTATE FIN INC$3.2M0.10%+1,606+0.7%
217RTXRTX CORPORATION$3.2M0.10%-3,437-17.1%
218IVEISHARES TR$3.2M0.10%-782-4.9%
219DGROISHARES TR$3.2M0.10%-3,625-7.4%
220FVDFIRST TR EXCHANGE-TRADED FD$3.2M0.10%-6,451-8.7%
221FTSMFIRST TR EXCHANGE-TRADED FD$3.2M0.10%-121,202-69.5%
222FSSLFS SPECIALTY LENDING FD$3.2M0.10%+21,053+9.0%
223LRCXLAM RESEARCH CORP$3.2M0.09%-4,666-23.9%
224XLYSELECT SECTOR SPDR TR$3.2M0.09%-5,772-16.6%
225CPAINORTHERN LTS FD TR III$3.2M0.09%-30,155-28.5%
226DLYDOUBLELINE YIELD OPPORTUNITI$3.1M0.09%+2,390+1.1%
227CORPPIMCO ETF TR$3.1M0.09%+1,099+3.5%
228IDMOINVESCO EXCH TRADED FD TR II$3.1M0.09%+2,664+4.9%
229ILCBISHARES TR$3.1M0.09%+1,435+4.3%
230EMBISHARES TR$3.1M0.09%+16,269+95.8%
231QYLDGLOBAL X FDS$3.1M0.09%-34,348-15.9%
232STXSEAGATE TECHNOLOGY HLDNGS PL$3.1M0.09%-6,819-46.2%
233ADXADAMS DIVERSIFIED EQUITY FD$3.1M0.09%-2,825-2.0%
234XLBSELECT SECTOR SPDR TR$3.1M0.09%+30,008+93.6%
235VOVANGUARD INDEX FDS$3.1M0.09%+282+2.7%
236CGUSCAPITAL GROUP CORE EQUITY ET$3.1M0.09%-18,758-18.9%
237BACBANK AMERICA CORP$3.1M0.09%-30,198-32.3%
238XLPSELECT SECTOR SPDR TR$3.1M0.09%-6,355-14.5%
239IYWISHARES TR$3.1M0.09%-23,623-58.2%
240CALFPACER FDS TR$3.1M0.09%-6,883-9.1%
241FNGSBANK MONTREAL MEDIUM$3.1M0.09%-2,993-5.5%
242SPLVINVESCO EXCH TRADED FD TR II$3.0M0.09%-4,439-9.7%
243IGEBISHARES TR$3.0M0.09%+67,370NEW
244VRPINVESCO EXCH TRADED FD TR II$3.0M0.09%+7,765+6.6%
245CIENCIENA CORP$3.0M0.09%+1,378+21.5%
246USFRWISDOMTREE TR$3.0M0.09%+7,195+13.8%
247DTHWISDOMTREE TR$3.0M0.09%+30,042+120.0%
248CGMMCAPITAL GROUP EQUITY ETF TR$3.0M0.09%+9,470+10.3%
249DEDEERE & CO$3.0M0.09%-1,750-25.0%
250IWFISHARES TR$2.9M0.09%-2,970-30.1%
251SFLRINNOVATOR ETFS TRUST$2.9M0.09%+35,122+73.9%
252PGPROCTER & GAMBLE CO$2.9M0.09%-11,451-36.1%
253PJUNINNOVATOR ETFS TRUST$2.9M0.09%-7,712-10.0%
254OREALTY INCOME CORP$2.9M0.09%-221-0.5%
255TBILRBB FD INC$2.9M0.09%-11,839-16.9%
256UTGREAVES UTIL INCOME FD$2.9M0.09%-14,604-16.6%
257BINCBLACKROCK ETF TRUST II$2.9M0.09%-25,947-32.0%
258UTFCOHEN & STEERS INFRASTRUCTUR$2.8M0.09%+15,887+16.9%
259CLSCELESTICA INC$2.8M0.09%+3,166+45.7%
260JTEKJ P MORGAN EXCHANGE TRADED F$2.8M0.08%-9,710-21.5%
261EMXCISHARES INC$2.8M0.08%+9,644+36.8%
262PECOPHILLIPS EDISON & CO INC$2.8M0.08%-3,981-5.0%
263GABGABELLI EQUITY TR INC$2.8M0.08%-41,537-7.7%
264LITELUMENTUM HLDGS INC$2.8M0.08%-3,305-45.5%
265XLGINVESCO EXCHANGE TRADED FD T$2.8M0.08%-6,371-11.1%
266RFICOHEN & STEERS TOTAL RETURN$2.8M0.08%+18,051+7.8%
267VDEVANGUARD WORLD FD$2.8M0.08%-133-0.8%
268PDECINNOVATOR ETFS TRUST$2.8M0.08%-11,152-14.6%
269INTCINTEL CORP$2.7M0.08%-34,091-35.4%
270BKIEBNY MELLON ETF TRUST$2.7M0.08%-3,626-11.0%
271TLTISHARES TR$2.7M0.08%+634+2.1%
272OXYOCCIDENTAL PETE CORP$2.7M0.08%+34,225+443.6%
273MAMASTERCARD INCORPORATED$2.7M0.08%-2,884-34.6%
274HONHONEYWELL INTL INC$2.7M0.08%-3,420-22.2%
275TOUST ROWE PRICE ETF INC$2.7M0.08%+226+0.3%
276REMISHARES TR$2.7M0.08%-7,189-5.4%
277GBTCGRAYSCALE BITCOIN TRUST ETF$2.7M0.08%-2,931-5.4%
278IEZISHARES TR$2.7M0.08%-26,561-22.3%
279SCHZSCHWAB STRATEGIC TR$2.7M0.08%+9,495+9.0%
280FIIGFIRST TR EXCHANGE-TRADED FD$2.7M0.08%+108,448+554.1%
281BALIBLACKROCK ETF TRUST$2.7M0.08%+4,386+5.4%
282TJXTJX COS INC NEW$2.6M0.08%-23,175-58.3%
283XMMOINVESCO EXCHANGE TRADED FD T$2.6M0.08%-4,957-21.4%
284KOCOCA COLA CO$2.6M0.08%-7,000-16.8%
285VGITVANGUARD SCOTTSDALE FDS$2.6M0.08%+28,323+182.4%
286WDCWESTERN DIGITAL CORP$2.6M0.08%-8,624-47.3%
287CRMSALESFORCE INC$2.6M0.08%-5,852-29.6%
288VRTVERTIV HOLDINGS CO$2.6M0.08%-9,850-48.8%
289INFLLISTED FDS TR$2.6M0.08%+49,565NEW
290VCITVANGUARD SCOTTSDALE FDS$2.6M0.08%+7,451+31.6%
291ARTYISHARES TR$2.6M0.08%-24,061-30.4%
292VPUVANGUARD WORLD FD$2.6M0.08%-3,141-19.6%
293SPEMSPDR INDEX SHS FDS$2.6M0.08%-7,482-12.1%
294XAGGMORGAN STANLEY ETF TRUST$2.5M0.08%+39,947+351.3%
295IJANINNOVATOR ETFS TRUST$2.5M0.08%-3,609-4.9%
296FDLFIRST TR EXCHANGE-TRADED FD$2.5M0.08%-2,828-5.4%
297IGVISHARES TR$2.5M0.08%+6,602+26.6%
298GLWCORNING INC$2.5M0.07%-11,904-39.3%
299FTGSFIRST TR EXCHANGE-TRADED FD$2.5M0.07%-8,238-10.1%
300MOALTRIA GROUP INC$2.5M0.07%-11,103-22.7%
301MGVVANGUARD WORLD FD$2.5M0.07%+1,032+6.4%
302AMLPALPS ETF TR$2.5M0.07%-21,158-30.9%
303ORCLORACLE CORP$2.5M0.07%-9,960-37.1%
304QQEWFIRST TR EXCHANGE-TRADED FD$2.5M0.07%-691-3.4%
305APPAPPLOVIN CORP$2.5M0.07%-4,731-43.2%
306SNDKSANDISK CORP$2.5M0.07%-1,428-26.9%
307USALIBERTY ALL STAR EQUITY FD$2.5M0.07%-32,680-6.8%
308VTVANGUARD INTL EQUITY INDEX F$2.5M0.07%-7,972-30.9%
309JCPBJ P MORGAN EXCHANGE TRADED F$2.5M0.07%+8,097+18.4%
310ZALTINNOVATOR ETFS TRUST$2.4M0.07%-37,134-33.0%
311BXBLACKSTONE INC$2.4M0.07%-24,825-54.0%
312CARYANGEL OAK FUNDS TRUST$2.4M0.07%+3,470+3.1%
313LMBSFIRST TR EXCHANGE-TRADED FD$2.4M0.07%+10,349+27.4%
314WELLWELLTOWER INC$2.4M0.07%+528+4.6%
315CEFSEXCHANGE LISTED FDS TR$2.4M0.07%+4,555+4.5%
316ZSZSCALER INC$2.4M0.07%-2,267-11.9%
317DOCHEALTHPEAK PROPERTIES INC$2.4M0.07%-34,685-19.4%
318IBBISHARES TR$2.4M0.07%-1,850-11.7%
319CGCBCAPITAL GRP FIXED INCM ETF T$2.3M0.07%+3,595+4.2%
320TCAFT ROWE PRICE ETF INC$2.3M0.07%-12,110-15.5%
321IFLRINNOVATOR ETFS TRUST$2.3M0.07%+28,514+159.0%
322GLDMWORLD GOLD TR$2.3M0.07%-7,086-22.0%
323GIGBGOLDMAN SACHS ETF TR$2.3M0.07%-6,035-10.6%
324SHYISHARES TR$2.3M0.07%-12,194-30.2%
325VVVANGUARD INDEX FDS$2.3M0.07%-742-8.7%
326PMPHILIP MORRIS INTL INC$2.3M0.07%-1,278-8.4%
327IJULINNOVATOR ETFS TRUST$2.3M0.07%-224-0.3%
328SCCOSOUTHERN COPPER CORP$2.3M0.07%-17,404-56.7%
329TVALT ROWE PRICE ETF INC$2.3M0.07%+13,689+27.7%
330COWGPACER FDS TR$2.3M0.07%-15,934-19.2%
331AXPAMERICAN EXPRESS CO$2.3M0.07%-4,110-35.5%
332CEGCONSTELLATION ENERGY CORP$2.2M0.07%-5,618-41.1%
333GRNYTIDAL TRUST I$2.2M0.07%-15,338-14.0%
334GDGENERAL DYNAMICS CORP$2.2M0.07%-2,834-30.5%
335CRDOCREDO TECHNOLOGY GROUP HOLDI$2.2M0.07%-17,308-42.3%
336BBARRICK MNG CORP$2.2M0.07%+6,092+12.7%
337MCDMCDONALDS CORP$2.2M0.07%-6,327-47.5%
338LGOVFIRST TR EXCHANGE-TRADED FD$2.2M0.07%-6,483-6.0%
339ETENERGY TRANSFER L P$2.2M0.06%-47,301-29.6%
340GNLGLOBAL NET LEASE INC$2.2M0.06%-26,790-10.4%
341BKNGBOOKING HOLDINGS INC$2.2M0.06%-871-62.8%
342WMWASTE MGMT INC DEL$2.2M0.06%-6,131-39.5%
343MUBISHARES TR$2.2M0.06%+741+3.8%
344FEOERBB FUND TRUST$2.2M0.06%+21,462+101.4%
345LMTLOCKHEED MARTIN CORP$2.1M0.06%-161-4.3%
346DISDISNEY WALT CO$2.1M0.06%-7,646-25.6%
347FNGOBANK MONTREAL MEDIUM$2.1M0.06%-17,838-42.1%
348TMOTHERMO FISHER SCIENTIFIC INC$2.1M0.06%+852+24.6%
349PPAINVESCO EXCHANGE TRADED FD T$2.1M0.06%-3,237-20.2%
350SCHXSCHWAB STRATEGIC TR$2.1M0.06%+4,466+5.7%
351FBCGFIDELITY COVINGTON TRUST$2.1M0.06%+4,272+11.4%
352NEENEXTERA ENERGY INC$2.1M0.06%-4,204-15.7%
353TLHISHARES TR$2.1M0.06%+1,164+6.0%
354SDYSPDR SERIES TRUST$2.1M0.06%-1,410-9.0%
355NXTGFIRST TR EXCHANGE-TRADED FD$2.1M0.06%-403-2.1%
356AMGNAMGEN INC$2.1M0.06%-3,818-39.3%
357BUYWNORTHERN LTS FD TR IV$2.1M0.06%-2,070-1.4%
358SBUXSTARBUCKS CORP$2.0M0.06%-23,522-50.7%
359PYLDPIMCO ETF TR$2.0M0.06%+14,704+23.3%
360AIQGLOBAL X FDS$2.0M0.06%+2,795+6.8%
361PJANINNOVATOR ETFS TRUST$2.0M0.06%-981-2.2%
362AGGISHARES TR$2.0M0.06%+1,332+7.0%
363QBUFINNOVATOR ETFS TRUST$2.0M0.06%-72,523-51.2%
364VISVANGUARD WORLD FD$2.0M0.06%+1,615+33.3%
365XOPSPDR SERIES TRUST$2.0M0.06%+7,741+238.6%
366BUFYFIRST TR EXCHNG TRADED FD VI$2.0M0.06%+89,164NEW
367NOBLPROSHARES TR$2.0M0.06%-2,472-11.6%
368IEFAISHARES TR$2.0M0.06%+383+1.8%
369CGGOCAPITAL GROUP GBL GROWTH EQT$2.0M0.06%-25,574-30.3%
370QTUMETF SER SOLUTIONS$2.0M0.06%-16,045-46.7%
371UPROPROSHARES TR$2.0M0.06%-3,654-15.3%
372NOCNORTHROP GRUMMAN CORP$2.0M0.06%-56-1.9%
373FTAIFTAI AVIATION LTD$1.9M0.06%-2,700-25.3%
374XAWFXALLIANCEBERNSTEIN GLOBAL HIG$1.9M0.06%-1,827-0.9%
375EMREMERSON ELEC CO$1.9M0.06%+2,039+16.0%
376PFXFVANECK ETF TRUST$1.9M0.06%+113+0.1%
377OBDCBLUE OWL CAPITAL CORPORATION$1.9M0.06%-22,301-11.4%
378PFFAETFIS SER TR I$1.9M0.06%-99,263-51.3%
379QTECFIRST TR EXCHANGE-TRADED FD$1.9M0.06%-7,260-45.0%
380TBUXT ROWE PRICE ETF INC$1.9M0.06%-15,009-28.1%
381BXSLBLACKSTONE SECD LENDING FD$1.9M0.06%+335+0.4%
382IWYISHARES TR$1.9M0.06%-833-9.8%
383HYTIFIRST TR EXCHANGE-TRADED FD$1.9M0.06%+17,426+21.7%
384GBILGOLDMAN SACHS ETF TR$1.9M0.06%+15,170+439.6%
385GAUGFIRST TR EXCHNG TRADED FD VI$1.8M0.06%HELD
386PBRPETROLEO BRASILEIRO S A$1.8M0.05%+75,777+606.2%
387BSVVANGUARD BD INDEX FDS$1.8M0.05%-6,967-23.0%
388PFEPFIZER INC$1.8M0.05%-60,241-48.4%
389DTCRGLOBAL X FDS$1.8M0.05%-14,355-16.1%
390ANETARISTA NETWORKS INC$1.8M0.05%-5,372-26.9%
391DVYEISHARES INC$1.8M0.05%+52,069NEW
392VGKVANGUARD INTL EQUITY INDEX F$1.8M0.05%+1,381+6.8%
393BLKBLACKROCK INC$1.8M0.05%-1,872-50.4%
394NBISNEBIUS GROUP N.V.$1.8M0.05%-17,615-51.0%
395FETFORUM ENERGY TECHNOLOGIES IN$1.7M0.05%+29,758NEW
396UNHUNITEDHEALTH GROUP INC$1.7M0.05%-2,253-26.1%
397SECUBLACKROCK ETF TRUST II$1.7M0.05%+34,641NEW
398SCHYSCHWAB STRATEGIC TR$1.7M0.05%+36,597+205.0%
399ASMLASML HLDG NV$1.7M0.05%-527-28.8%
400PKBINVESCO EXCHANGE TRADED FD T$1.7M0.05%+3,345+23.5%
401WMT2WELLS FARGO & CO$1.7M0.05%-8,654-28.7%
402PSXPHILLIPS 66$1.7M0.05%-2,440-20.7%
403DFUSDIMENSIONAL ETF TRUST$1.7M0.05%-136-0.6%
404ORCORCHID IS CAP INC$1.7M0.05%+27,389+12.9%
405VICIVICI PPTYS INC$1.7M0.05%+19,344+45.6%
406FVFIRST TR EXCHANGE TRADED FD$1.7M0.05%-14,430-34.2%
407MDYSTATE STR SPDR S&P MIDCAP 40$1.7M0.05%-1,310-32.7%
408IBUFINNOVATOR ETFS TRUST$1.7M0.05%-79,745-58.7%
409VOEVANGUARD INDEX FDS$1.6M0.05%-527-5.6%
410VGSHVANGUARD SCOTTSDALE FDS$1.6M0.05%+23,267+520.7%
411COFCAPITAL ONE FINL CORP$1.6M0.05%-4,277-32.5%
412ROKUROKU INC$1.6M0.05%-3,845-18.3%
413LQTIFIRST TR EXCHANGE-TRADED FD$1.6M0.05%+8,371+11.3%
414IBITISHARES BITCOIN TRUST ETF$1.6M0.05%+3,011+7.7%
415CMRECOSTAMARE INC$1.6M0.05%+95,579NEW
416IYHISHARES TR$1.6M0.05%-32,534-55.5%
417AFLGFIRST TR EXCHNG TRADED FD VI$1.6M0.05%+2,709+7.0%
418AGNGGLOBAL X FDS$1.6M0.05%+35,320+369.0%
419VDCVANGUARD WORLD FD$1.6M0.05%-1,102-13.4%
420FLOTISHARES TR$1.6M0.05%+3,256+11.6%
421IAGGISHARES TR$1.6M0.05%+7,686+31.9%
422IWBISHARES TR$1.6M0.05%-61-1.4%
423IWVISHARES TR$1.6M0.05%-578-11.9%
424GSYINVESCO ACTIVELY MANAGED EXC$1.6M0.05%-6,291-16.6%
425PDOPIMCO DYNAMIC INCOME OPRNTS$1.6M0.05%-3,407-2.7%
426TDIVFIRST TR EXCHANGE TRADED FD$1.6M0.05%-3,600-17.6%
427BITWBITWISE 10 CRYPTO INDEX ETF$1.6M0.05%+7,652+27.8%
428XMHQINVESCO EXCHANGE TRADED FD T$1.6M0.05%+2,500+19.8%
429FENIFIDELITY COVINGTON TRUST$1.6M0.05%+10,464+33.5%
430CMICUMMINS INC$1.5M0.05%-1,678-36.8%
431BUFQFIRST TR EXCHNG TRADED FD VI$1.5M0.05%+4,316+10.9%
432VWOVANGUARD INTL EQUITY INDEX F$1.5M0.05%-3,736-11.5%
433ABTABBOTT LABORATORIES$1.5M0.05%-4,902-24.6%
434SHWSHERWIN WILLIAMS CO$1.5M0.05%-522-9.8%
435DOWDOW HLDGS INC$1.5M0.04%-1,352-3.6%
436SHOPSHOPIFY INC$1.5M0.04%-8,112-39.1%
437PSFFPACER FDS TR$1.5M0.04%+4,290+10.1%
438KJANINNOVATOR ETFS TRUST$1.5M0.04%-507-1.4%
439IAUGINNOVATOR ETFS TRUST$1.5M0.04%-839-1.6%
440CCITIGROUP INC$1.5M0.04%-7,324-36.0%
441KJULINNOVATOR ETFS TRUST$1.5M0.04%HELD
442RLRALPH LAUREN CORP$1.5M0.04%+907+26.9%
443BKLNINVESCO EXCH TRADED FD TR II$1.5M0.04%-32,368-31.0%
444SAUGFIRST TR EXCHNG TRADED FD VI$1.5M0.04%-2,000-3.4%
445CWBSPDR SERIES TRUST$1.5M0.04%-1,680-9.5%
446DDFSINNOVATOR ETFS TRUST$1.5M0.04%-6,151-8.2%
447ARRARMOUR RESIDENTIAL REIT INC$1.5M0.04%+35,043+66.9%
448EVTRMORGAN STANLEY ETF TRUST$1.5M0.04%+28,672NEW
449UNPUNION PAC CORP$1.5M0.04%-116-1.9%
450RAVIFLEXSHARES TR$1.5M0.04%+19,252NEW
451TXNTEXAS INSTRS INC$1.4M0.04%-817-9.9%
452VFCV F CORP$1.4M0.04%-11,670-12.1%
453BUFSFIRST TR EXCHNG TRADED FD VI$1.4M0.04%-2,377-3.7%
454BONDPIMCO ETF TR$1.4M0.04%+2,918+23.0%
455LOWLOWES COS INC$1.4M0.04%-2,257-27.1%
456VTIPVANGUARD MALVERN FDS$1.4M0.04%+5,271+22.7%
457ALABASTERA LABS INC$1.4M0.04%-1,468-10.2%
458DVYISHARES TR$1.4M0.04%-1,052-10.2%
459TRFKPACER FDS TR$1.4M0.04%-400-1.7%
460PRFZINVESCO EXCHANGE TRADED FD T$1.4M0.04%+911+3.1%
461XMESPDR SERIES TRUST$1.4M0.04%-4,101-24.0%
462BSTZBLACKROCK SCIENCE & TECHNOLO$1.4M0.04%-30,900-32.9%
463DASHDOORDASH INC$1.4M0.04%-1,088-10.5%
464LQDISHARES TR$1.4M0.04%-2,269-15.1%
465PVALPUTNAM ETF TRUST$1.4M0.04%+11,427+61.7%
466IWPISHARES TR$1.4M0.04%-2,708-20.0%
467MOSMOSAIC CO$1.4M0.04%-13,579-20.1%
468ARMARM HOLDINGS PLC$1.4M0.04%-3,201-26.0%
469CGBLCAPITAL GROUP CORE BALANCED$1.4M0.04%-11,276-22.0%
470SOFISOFI TECHNOLOGIES INC$1.4M0.04%-80,248-48.1%
471DOVDOVER CORP$1.4M0.04%-4,442-40.4%
472CRWVCOREWEAVE INC$1.4M0.04%-6,280-26.3%
473TNGYTORTOISE CAPITAL SERIES TRUS$1.4M0.04%-1,827-1.4%
474OEFISHARES TR$1.4M0.04%-25,154-85.4%
475XJQCXNUVEEN CR STRATEGIES INCOME$1.4M0.04%-82,046-22.7%
476CGCPCAPITAL GRP FIXED INCM ETF T$1.4M0.04%-13,829-18.5%
477MSMORGAN STANLEY$1.4M0.04%-2,788-25.3%
478MMM3M CO$1.3M0.04%-8,326-47.5%
479ETNEATON CORP PLC$1.3M0.04%-3,680-49.7%
480CGNGCAPITAL GROUP NEW GEOGRAPHY$1.3M0.04%+270+0.6%
481TTMITTM TECHNOLOGIES INC$1.3M0.04%+5,756+73.8%
482BIVVANGUARD BD INDEX FDS$1.3M0.04%+1,385+8.9%
483WESWESTERN MIDSTREAM PARTNERS L$1.3M0.04%-6,129-16.2%
484ALLALLSTATE CORP$1.3M0.04%-575-8.4%
485FSMDFIDELITY COVINGTON TRUST$1.3M0.04%+7,193+32.8%
486AVUVAMERICAN CENTY ETF TR$1.3M0.04%-2,290-16.3%
487BOXXEA SERIES TRUST$1.3M0.04%HELD
488GILDGILEAD SCIENCES INC$1.3M0.04%-1,435-13.4%
489FPEFIRST TR EXCH TRADED FD III$1.3M0.04%-13,389-15.5%
490TUGLISTED FDS TR$1.3M0.04%-6,750-16.3%
491GOVTISHARES TR$1.3M0.04%-160,010-74.0%
492BLVVANGUARD BD INDEX FDS$1.3M0.04%+439+2.4%
493FXUFIRST TR EXCHANGE-TRADED FD$1.3M0.04%-7,133-21.7%
494FBNDFIDELITY MERRIMACK STR TR$1.3M0.04%-7,459-21.1%
495FTLSFIRST TR EXCH TRADED FD III$1.3M0.04%-2,409-11.8%
496LINLINDE PLC$1.3M0.04%-150-5.6%
497FTECFIDELITY COVINGTON TRUST$1.3M0.04%HELD
498FUTYFIDELITY COVINGTON TRUST$1.3M0.04%-61-0.3%
499NKENIKE INC$1.3M0.04%-19,602-45.2%
500SIXJAIM ETF PRODUCTS TRUST$1.3M0.04%+1,330+3.7%

Source: SEC EDGAR · accession 0000275484-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.