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Institutional

Quest 10 Wealth Builders, Inc.

CIK 0002035215
$114.1M
Reported AUM
763
Positions
Q1 2026
Period
2026-05-06
Filed

The Brief · Quest 10 Wealth Builders, Inc. · Q1 2026

AI · grounded in 13F

Quest 10 Wealth Builders, Inc. established a new position in SCEP worth $1.98M. The fund also opened a new position in SCNM for $1.52M and increased its holdings in VGIT by 2,889.62%. Conversely, the fund trimmed its position in ICLO by 80.36% and reduced VGSH by 73.14%.

Portfolio · Q1 2026

VOO$6.8MIVV$5.0MVUG$4.3MVTV$4.0MIWY$3.4MIYW$3.3MGLD$3.1MSCEC$2.9MIJR$2.7MIWX$2.0MIYH$2.0MSCEP$2.0MOther$72.0MQI

Top holdings· first 500 of 763

QoQ vs Q4 2025

#TickerIssuerValue% of bookΔ shares (QoQ)Status
1VOOVANGUARD INDEX FDS$6.8M5.98%-402-3.4%
2IVVISHARES TR$5.0M4.36%+57+0.8%
3VUGVANGUARD INDEX FDS$4.3M3.74%-53-0.5%
4VTVVANGUARD INDEX FDS$4.0M3.50%-73-0.4%
5IWYISHARES TR$3.4M2.94%+802+6.3%
6IYWISHARES TR$3.3M2.88%+254+1.4%
7GLDSPDR GOLD TR$3.1M2.76%-90-1.2%
8SCECCAPITOL SER TR$2.9M2.58%-4,214-3.5%
9IJRISHARES TR$2.7M2.36%+133+0.6%
10IWXISHARES TR$2.0M1.79%+583+2.7%
11IYHISHARES TR$2.0M1.74%+72+0.2%
12SCEPSTERLING CAP FDS$2.0M1.73%+83,883NEW
13DGROISHARES TR$2.0M1.73%+531+1.9%
14QQQINVESCO QQQ TR$1.7M1.50%+67+2.3%
15DECUAIM ETF PRODUCTS TRUST$1.6M1.42%+1,042+1.7%
16SIXOAIM ETF PRODUCTS TRUST$1.5M1.34%+439+1.0%
17SCNMSTERLING CAP FDS$1.5M1.33%+60,776NEW
18IEMGISHARES INC$1.4M1.26%-605-2.9%
19SPYMSPDR SERIES TRUST$1.4M1.22%+928+5.4%
20IXUSISHARES TR$1.3M1.14%-116-0.8%
21VTIVANGUARD INDEX FDS$1.3M1.11%-46-1.2%
22XLPSELECT SECTOR SPDR TR$1.3M1.10%+196+1.3%
23NVDANVIDIA CORPORATION$1.2M1.08%+974+16.1%
24MINTPIMCO ETF TR$1.2M1.07%+64+0.5%
25EFVISHARES TR$1.2M1.05%+27+0.2%
26PMAYINNOVATOR ETFS TRUST$1.1M0.96%HELD
27AGGISHARES TR$1.1M0.95%-989-8.3%
28IWSISHARES TR$1.1M0.94%+94+1.3%
29USRTISHARES TR$1.0M0.91%+316+1.8%
30EFGISHARES TR$1.0M0.90%+59+0.6%
31AAPLAPPLE INC$1.0M0.90%+1,545+61.9%
32DECTAIM ETF PRODUCTS TRUST$1.0M0.89%+418+1.5%
33AMZNAMAZON COM INC$951K0.83%+701+18.1%
34MSFTMICROSOFT CORP$872K0.76%+969+69.9%
35SEPTAIM ETF PRODUCTS TRUST$865K0.76%+501+2.0%
36PAPRINNOVATOR ETFS TRUST$865K0.76%-332-1.5%
37PJUNINNOVATOR ETFS TRUST$752K0.66%HELD
38GLDMWORLD GOLD TR$751K0.66%-1,132-12.3%
39ONEZELEVATION SERIES TRUST$720K0.63%+1,013+3.7%
40IDEVISHARES TR$699K0.61%-372-4.3%
41DUKDUKE ENERGY CORP NEW$687K0.60%-72-1.4%
42PSEPINNOVATOR ETFS TRUST$657K0.58%HELD
43DVYISHARES TR$653K0.57%HELD
44PDECINNOVATOR ETFS TRUST$645K0.57%-1,856-10.9%
45PAUGINNOVATOR ETFS TRUST$640K0.56%HELD
46PJULINNOVATOR ETFS TRUST$620K0.54%-295-2.1%
47VBVANGUARD INDEX FDS$594K0.52%-8-0.4%
48PMARINNOVATOR ETFS TRUST$589K0.52%-427-3.1%
49AGEMABRDN FDS$587K0.51%-464-3.1%
50VNLAJANUS DETROIT STR TR$579K0.51%+3,841+48.0%
51JULUAIM ETF PRODUCTS TRUST$566K0.50%+356+1.8%
52JNJJOHNSON & JOHNSON$554K0.49%+1,093+93.3%
53VTWOVANGUARD SCOTTSDALE FDS$551K0.48%+114+2.1%
54TIPISHARES TR$546K0.48%-20-0.4%
55SPYSTATE STR SPDR S&P 500 ETF T$535K0.47%-26-3.1%
56GSEPFIRST TR EXCHNG TRADED FD VI$511K0.45%-467-3.4%
57SEPZELEVATION SERIES TRUST$495K0.43%+228+1.9%
58SPDWSPDR INDEX SHS FDS$493K0.43%+213+2.0%
59GOOGLALPHABET INC$478K0.42%+257+18.3%
60POCTINNOVATOR ETFS TRUST$468K0.41%-644-5.6%
61IWFISHARES TR$463K0.41%+32+3.0%
62VGITVANGUARD SCOTTSDALE FDS$463K0.41%+7,513+2889.6%
63VYMVANGUARD WHITEHALL FDS$457K0.40%-2,446-44.2%
64PNOVINNOVATOR ETFS TRUST$420K0.37%-2,080-16.8%
65OCTWAIM ETF PRODUCTS TRUST$408K0.36%-549-4.9%
66FGDFIRST TR EXCHANGE-TRADED FD$408K0.36%-4,289-25.1%
67WDIVSPDR INDEX SHS FDS$398K0.35%-1,680-24.6%
68CVXCHEVRON CORPORATION$379K0.33%+126+7.4%
69SEPWAIM ETF PRODUCTS TRUST$357K0.31%-493-4.2%
70SPABSPDR SERIES TRUST$335K0.29%+1,565+13.6%
71AVGOBROADCOM INC$323K0.28%+224+27.3%
72SIXZAIM ETF PRODUCTS TRUST$317K0.28%+294+2.8%
73IWPISHARES TR$315K0.28%+582+31.0%
74VGSHVANGUARD SCOTTSDALE FDS$297K0.26%-13,825-73.1%
75XOMEXXON MOBIL CORP$295K0.26%+161+10.2%
76ABBVABBVIE INC$294K0.26%+67+5.2%
77CVSCVS HEALTH CORP$281K0.25%-14-0.4%
78SPSMSPDR SERIES TRUST$280K0.25%-15-0.3%
79QBERELEVATION SERIES TRUST$278K0.24%-18,884-62.1%
80HYGISHARES TR$275K0.24%-100-2.8%
81DIASTATE STR SPDR DOW JONES IND$274K0.24%-2-0.3%
82VEAVANGUARD TAX-MANAGED FDS$273K0.24%HELD
83JPMJPMORGAN CHASE & CO$263K0.23%+100+12.6%
84SPXCSPX TECHNOLOGIES INC$258K0.23%HELD
85FNBF N B CORP$247K0.22%HELD
86BILZPIMCO ETF TR$244K0.21%-1,836-43.2%
87IVWISHARES TR$235K0.21%-154-6.9%
88JANZELEVATION SERIES TRUST$226K0.20%+103+1.7%
89WMTWALMART INC$219K0.19%+200+12.8%
90ZTSZOETIS INC$215K0.19%-81-4.3%
91AUGZELEVATION SERIES TRUST$212K0.19%+5,204NEW
92VGTVANGUARD WORLD FD$209K0.18%HELD
93VGLTVANGUARD SCOTTSDALE FDS$209K0.18%-176-4.5%
94NEARISHARES U S ETF TR$208K0.18%HELD
95OCTZELEVATION SERIES TRUST$205K0.18%+4,506+931.0%
96JANWAIM ETF PRODUCTS TRUST$199K0.17%-151-2.7%
97AMDADVANCED MICRO DEVICES INC$198K0.17%-316-24.5%
98TLTISHARES TR$197K0.17%-22-1.0%
99COSTCOSTCO WHOLESALE CORPORATION$197K0.17%+18+10.0%
100ITOTISHARES TR$193K0.17%-21-1.5%
101MOALTRIA GROUP INC$191K0.17%-9-0.3%
102PFEBINNOVATOR ETFS TRUST$181K0.16%-185-3.9%
103METAMETA PLATFORMS INC$176K0.15%+113+58.2%
104SHVISHARES TR$173K0.15%+1,445+1194.2%
105DYNFBLACKROCK ETF TRUST$170K0.15%-239-7.6%
106PJANINNOVATOR ETFS TRUST$169K0.15%-636-14.8%
107VZVERIZON COMMUNICATIONS INC$169K0.15%-68-2.0%
108FEXFIRST TR EXCHANGE-TRADED ALP$169K0.15%-12-0.9%
109TUASIMPLIFY EXCHANGE TRADED FUN$167K0.15%-54-0.7%
110EDIVSPDR INDEX SHS FDS$162K0.14%-2,125-34.1%
111FBTCFIDELITY WISE ORIGIN BITCOIN$162K0.14%-166-5.7%
112IYEISHARES TR$161K0.14%-185-6.9%
113MUBISHARES TR$157K0.14%-78-5.0%
114DECWAIM ETF PRODUCTS TRUST$156K0.14%-138-2.9%
115IYFISHARES TR$153K0.13%-4-0.3%
116IVEISHARES TR$153K0.13%-77-9.6%
117JULWAIM ETF PRODUCTS TRUST$144K0.13%-124-3.2%
118PAYMELEVATION SERIES TRUST$143K0.13%+6,530NEW
119IAUMISHARES GOLD TR$142K0.12%-315-9.4%
120IAUISHARES GOLD TR$136K0.12%-29-1.8%
121COROBLACKROCK ETF TRUST$136K0.12%+4,216NEW
122LRCXLAM RESEARCH CORP$134K0.12%+61+10.8%
123IUSBISHARES TR$134K0.12%+78+2.8%
124TSLATESLA INC$132K0.12%+40+12.7%
125DECZELEVATION SERIES TRUST$132K0.12%+28+0.8%
126LMTLOCKHEED MARTIN CORP$125K0.11%-2-1.0%
127FDVVFIDELITY COVINGTON TRUST$119K0.10%+160+8.0%
128QUALISHARES TR$119K0.10%-132-17.6%
129VVISA INC$117K0.10%+59+17.9%
130VOVANGUARD INDEX FDS$111K0.10%-4-1.0%
131SOSOUTHERN CO$108K0.09%-100-8.2%
132TAT&T INC$106K0.09%+27+0.7%
133CATCATERPILLAR INC$106K0.09%HELD
134VOTVANGUARD INDEX FDS$104K0.09%-3-0.7%
135LLYELI LILLY & CO$102K0.09%+29+35.4%
136PMPHILIP MORRIS INTL INC$102K0.09%+128+26.3%
137DHID R HORTON INC$101K0.09%HELD
138BRK/BBERKSHIRE HATHAWAY INC DEL$101K0.09%+56+36.1%
139VTVANGUARD INTL EQUITY INDEX F$100K0.09%-3-0.4%
140PNCPNC FINL SVCS GROUP INC$99K0.09%-1-0.2%
141ICLOINVESCO ACTIVELY MANAGED EXC$99K0.09%-15,920-80.4%
142SCHPSCHWAB STRATEGIC TR$99K0.09%+3,666+5728.1%
143MCKMCKESSON CORP$97K0.08%+3+2.8%
144XLESELECT SECTOR SPDR TR$96K0.08%-1-0.1%
145SCNMSTERLING CAP FDS$94K0.08%+3,797NEW
146SEPUAIM ETF PRODUCTS TRUST$93K0.08%+3,322NEW
147MUMICRON TECHNOLOGY INC$91K0.08%+218+427.5%
148IYYISHARES TR$91K0.08%HELD
149EDCONSOLIDATED EDISON INC$89K0.08%HELD
150INTCINTEL CORP$89K0.08%HELD
151IBKRINTERACTIVE BROKERS GROUP IN$88K0.08%HELD
152CCITIGROUP INC$87K0.08%+139+22.1%
153ORCLORACLE CORP$84K0.07%+391+214.8%
154GOVTISHARES TR$83K0.07%+2,868+373.0%
155VLOVALERO ENERGY CORP$83K0.07%+50+17.4%
156GOOGALPHABET INC$82K0.07%+146+103.5%
157DIVGLOBAL X FDS$81K0.07%-16,749-79.5%
158AXPAMERICAN EXPRESS CO$81K0.07%-2-0.7%
159NVBUAIM ETF PRODUCTS TRUST$81K0.07%+82+2.9%
160FVFIRST TR EXCHANGE TRADED FD$80K0.07%-2-0.1%
161OCTUAIM ETF PRODUCTS TRUST$80K0.07%+85+3.0%
162BNDXVANGUARD CHARLOTTE FDS$80K0.07%+87+5.5%
163MTUMISHARES TR$80K0.07%-17-4.9%
164KOCOCA COLA CO$78K0.07%-6-0.6%
165CRWDCROWDSTRIKE HLDGS INC$77K0.07%HELD
166NSCNORFOLK SOUTHN CORP$74K0.06%-27-9.5%
167MRKMERCK & CO INC$74K0.06%-67-9.9%
168FTCBFIRST TR EXCHANGE-TRADED FD$73K0.06%-243-6.5%
169IYKISHARES TR$72K0.06%HELD
170CSCOCISCO SYS INC$71K0.06%+439+91.1%
171IBMINTERNATIONAL BUSINESS MACHS$71K0.06%+6+2.1%
172SPTMSPDR SERIES TRUST$71K0.06%-10-1.1%
173VBRVANGUARD INDEX FDS$69K0.06%HELD
174BKBANK NEW YORK MELLON CORP$68K0.06%+69+13.6%
175IUSGISHARES TR$68K0.06%HELD
176BACBANK AMERICA CORP$68K0.06%+319+29.6%
177GEGE AEROSPACE$67K0.06%+39+19.9%
178WMT2WELLS FARGO & CO$66K0.06%+43+5.5%
179PPLPPL CORP$65K0.06%-7-0.4%
180VFLOVICTORY PORTFOLIOS II$63K0.06%+243+17.9%
181MAMASTERCARD INCORPORATED$63K0.06%+46+57.5%
182XLKSELECT SECTOR SPDR TR$60K0.05%-62-12.1%
183KMBKIMBERLY-CLARK CORP$60K0.05%-32-4.9%
184SCHFSCHWAB STRATEGIC TR$59K0.05%-1,409-37.0%
185MCDMCDONALDS CORP$59K0.05%+22+13.1%
186LDURPIMCO ETF TR$59K0.05%+22+3.7%
187BAIBLACKROCK ETF TRUST$59K0.05%+19+1.1%
188TSMTAIWAN SEMICONDUCTOR MANUFAC$57K0.05%+137+415.2%
189XLUSELECT SECTOR SPDR TR$57K0.05%HELD
190STXSEAGATE TECHNOLOGY HLDNGS PL$57K0.05%-50-25.5%
191EIXEDISON INTL$57K0.05%-6-0.8%
192AEPAMERICAN ELEC PWR CO INC$56K0.05%+59+16.0%
193XLSRSSGA ACTIVE TR$55K0.05%+3+0.3%
194DDOMINION ENERGY INC$55K0.05%-21-2.3%
195PFEPFIZER INC$55K0.05%-42-2.1%
196MBBISHARES TR$55K0.05%+6+1.1%
197THROBLACKROCK ETF TRUST$54K0.05%+9+0.6%
198OKEONEOK INC NEW$54K0.05%-10-1.6%
199JAAAJANUS DETROIT STR TR$54K0.05%-594-35.8%
200EXCEXELON CORP$53K0.05%-6-0.6%
201CFGCITIZENS FINL GROUP INC$53K0.05%-15-1.7%
202NBOSNEUBERGER BERMAN ETF TRUST$52K0.05%-7,944-80.2%
203TROWPRICE T ROWE GROUP INC$52K0.05%+99+20.6%
204MPCMARATHON PETE CORP$52K0.05%HELD
205PHPARKER-HANNIFIN CORP$51K0.04%HELD
206TMSLT ROWE PRICE ETF INC$51K0.04%+940+213.6%
207RCLROYAL CARIBBEAN GROUP$50K0.04%+100+122.0%
208CLOIVANECK ETF TRUST$50K0.04%-3,803-80.2%
209PYLDPIMCO ETF TR$50K0.04%-16-0.8%
210BSXBOSTON SCIENTIFIC CORP$48K0.04%+241+46.2%
211USBUS BANCORP$47K0.04%+32+3.7%
212ADMARCHER DANIELS MIDLAND CO$47K0.04%-8-1.2%
213AVIGAMERICAN CENTY ETF TR$47K0.04%+586+108.9%
214PGPROCTER & GAMBLE CO$46K0.04%+74+30.5%
215OMCOMNICOM GROUP INC$45K0.04%+14+2.4%
216HDHOME DEPOT INC$45K0.04%+39+39.8%
217MARMARRIOTT INTL INC NEW$45K0.04%-1-0.7%
218SPTLSPDR SERIES TRUST$45K0.04%HELD
219PRUPRUDENTIAL FINL INC$45K0.04%+18+4.1%
220RDVYFIRST TR EXCHANGE TRADED FD$45K0.04%HELD
221TFJLINNOVATOR ETFS TRUST$44K0.04%HELD
222QTECFIRST TR EXCHANGE-TRADED FD$43K0.04%HELD
223HONHONEYWELL INTL INC$43K0.04%HELD
224AMTAMERICAN TOWER CORP$43K0.04%+3+1.2%
225EBFENNIS INC$43K0.04%HELD
226KEYKEYCORP$43K0.04%-27-1.3%
227ANGLVANECK ETF TRUST$42K0.04%-5,742-79.6%
228SHLDGLOBAL X FDS$42K0.04%+174+41.4%
229HBANHUNTINGTON BANCSHARES INC$42K0.04%+60+2.3%
230FLRNSPDR SERIES TRUST$42K0.04%HELD
231MSMORGAN STANLEY$41K0.04%+83+50.0%
232GEVGE VERNOVA INC$41K0.04%-1-2.1%
233BLCRBLACKROCK ETF TRUST$40K0.04%+982NEW
234FITBFIFTH THIRD BANCORP$40K0.04%+130+17.7%
235VIGVANGUARD SPECIALIZED FUNDS$40K0.04%HELD
236GSGOLDMAN SACHS GROUP INC$40K0.03%+19+67.9%
237RGAREINSURANCE GROUP AMER INC$40K0.03%HELD
238FFORD MTR CO$39K0.03%-25-0.7%
239ROEEA SERIES TRUST$39K0.03%-26-2.3%
240AIQGLOBAL X FDS$39K0.03%HELD
241FEFIRSTENERGY CORP$39K0.03%-1-0.1%
242VMBSVANGUARD SCOTTSDALE FDS$39K0.03%HELD
243MDYSTATE STR SPDR S&P MIDCAP 40$38K0.03%-2-3.1%
244RFREGIONS FINANCIAL CORP NEW$38K0.03%-27-1.8%
245BGBUNGE GLOBAL SA$38K0.03%-4-1.3%
246VDEVANGUARD WORLD FD$38K0.03%+1+0.5%
247TFCTRUIST FINL CORP$38K0.03%-19-2.3%
248SCHDSCHWAB STRATEGIC TR$37K0.03%+1,222NEW
249OGEOGE ENERGY CORP$37K0.03%-6-0.8%
250CDWCDW CORP$37K0.03%HELD
251WELLWELLTOWER INC$36K0.03%HELD
252UNHUNITEDHEALTH GROUP INC$36K0.03%+8+6.4%
253IJHISHARES TR$36K0.03%-103-16.2%
254SPMOINVESCO EXCH TRADED FD TR II$36K0.03%+175+119.9%
255CMSCMS ENERGY CORP$36K0.03%-4-0.9%
256LECOLINCOLN ELEC HLDGS INC$36K0.03%HELD
257IRMIRON MTN INC DEL$35K0.03%HELD
258QCOMQUALCOMM INC$35K0.03%-45-14.2%
259NEENEXTERA ENERGY INC$35K0.03%-3-0.8%
260FDMOFIDELITY COVINGTON TRUST$34K0.03%HELD
261VEUVANGUARD INTL EQUITY INDEX F$34K0.03%-2-0.4%
262FIIGFIRST TR EXCHANGE-TRADED FD$33K0.03%+190+13.5%
263QQQMINVESCO EXCH TRADED FD TR II$33K0.03%+35+33.7%
264SBUXSTARBUCKS CORP$32K0.03%-5-1.4%
265FBNCFIRST BANCORP N C$32K0.03%-23-3.9%
266MAINMAIN STR CAP CORP$32K0.03%+200+50.0%
267IWMISHARES TR$32K0.03%-15-10.5%
268COWZPACER FDS TR$32K0.03%HELD
269ACNACCENTURE PLC IRELAND$31K0.03%+59+59.6%
270VPUVANGUARD WORLD FD$31K0.03%HELD
271TMUST-MOBILE US INC$31K0.03%-3-2.0%
272HYIWESTERN ASSET HIGH YIELD OPP$31K0.03%+75+2.6%
273GPCGENUINE PARTS CO$31K0.03%+20+7.3%
274USIGISHARES TR$31K0.03%+1+0.2%
275PFGPRINCIPAL FINANCIAL GROUP IN$31K0.03%-4-1.2%
276PLTRPALANTIR TECHNOLOGIES INC$31K0.03%+78+59.1%
277ESEVERSOURCE ENERGY$31K0.03%-4-0.9%
278FXLFIRST TR EXCHANGE-TRADED FD$30K0.03%HELD
279TKRTIMKEN CO$30K0.03%HELD
280DTEDTE ENERGY CO$30K0.03%-2-1.0%
281SLVISHARES SILVER TR$29K0.03%HELD
282WECWEC ENERGY GROUP INC$29K0.03%+22+9.6%
283XLFSELECT SECTOR SPDR TR$29K0.03%HELD
284BINCBLACKROCK ETF TRUST II$29K0.03%-122-18.2%
285BTIBRITISH AMERN TOB PLC$28K0.02%HELD
286GISGENERAL MILLS INC$28K0.02%+25+3.4%
287RTXRTX CORPORATION$28K0.02%+88+149.2%
288TJXTJX COS INC NEW$28K0.02%HELD
289UUPINVESCO DB US DLR INDEX TR$28K0.02%HELD
290BBYBEST BUY INC$28K0.02%-7-1.6%
291LTPZPIMCO ETF TR$28K0.02%-23-4.1%
292LAZLAZARD INC$27K0.02%-6-0.9%
293PEGPUBLIC SVC ENTERPRISE GROUP$27K0.02%-9-2.6%
294UTGREAVES UTIL INCOME FD$27K0.02%HELD
295PNWPINNACLE WEST CAP CORP$27K0.02%-4-1.5%
296IWBISHARES TR$27K0.02%HELD
297ORIOLD REP INTL CORP$27K0.02%-6-0.9%
298SPGIS&P GLOBAL INC$27K0.02%+33+110.0%
299LGOVFIRST TR EXCHANGE-TRADED FD$27K0.02%-72-5.5%
300XTENBONDBLOXX ETF TRUST$27K0.02%-33-5.4%
301FIXDFIRST TR EXCHNG TRADED FD VI$27K0.02%-42-6.5%
302DALDELTA AIR LINES INC$26K0.02%+17+4.5%
303CSXCSX CORP$26K0.02%+354+122.9%
304SPEMSPDR INDEX SHS FDS$26K0.02%+62+12.4%
305BSVVANGUARD BD INDEX FDS$26K0.02%HELD
306ICEINTERCONTINENTAL EXCHANGE IN$26K0.02%+73+81.1%
307VNQVANGUARD INDEX FDS$26K0.02%-84-22.5%
308BILSPDR SERIES TRUST$25K0.02%-41-13.1%
309PKGPACKAGING CORP AMER$25K0.02%HELD
310ADBEADOBE INC$25K0.02%-30-22.9%
311SPLVINVESCO EXCH TRADED FD TR II$25K0.02%+335NEW
312FXHFIRST TR EXCHANGE-TRADED FD$24K0.02%HELD
313ENBENBRIDGE INC$24K0.02%-1-0.2%
314AVYAVERY DENNISON CORP$24K0.02%HELD
315NUENUCOR CORP$24K0.02%HELD
316VWOVANGUARD INTL EQUITY INDEX F$24K0.02%HELD
317SKORFLEXSHARES TR$23K0.02%+457+2285.0%
318SPBOSPDR SERIES TRUST$23K0.02%+770+2851.9%
319LINLINDE PLC$23K0.02%+19+67.9%
320OREALTY INCOME CORP$23K0.02%-16-4.1%
321SMHVANECK ETF TRUST$23K0.02%HELD
322SPYGSPDR SERIES TRUST$23K0.02%-163-41.3%
323BONDPIMCO ETF TR$23K0.02%HELD
324JEPIJ P MORGAN EXCHANGE TRADED F$23K0.02%HELD
325PPAINVESCO EXCHANGE TRADED FD T$22K0.02%HELD
326FDLFIRST TR EXCHANGE-TRADED FD$22K0.02%+439NEW
327FDTFIRST TR EXCH TRD ALPHDX FD$22K0.02%-38-13.0%
328CARYANGEL OAK FUNDS TRUST$22K0.02%HELD
329ALLALLSTATE CORP$22K0.02%+77+265.5%
330ARCCARES CAPITAL CORP$22K0.02%HELD
331SWKSSKYWORKS SOLUTIONS INC$22K0.02%-4-1.0%
332ILTBISHARES TR$22K0.02%+408+1133.3%
333CRMSALESFORCE INC$22K0.02%+50+75.8%
334PEPPEPSICO INC$21K0.02%HELD
335SPDSIMPLIFY EXCHANGE TRADED FUN$21K0.02%-18-3.0%
336ADIANALOG DEVICES INC$21K0.02%+5+8.2%
337DOVDOVER CORP$21K0.02%+70+225.8%
338IPINTERNATIONAL PAPER CO$21K0.02%-6-1.0%
339IEFAISHARES TR$21K0.02%-205-47.1%
340XELXCEL ENERGY INC$21K0.02%+246+1640.0%
341ROUSLATTICE STRATEGIES TR$21K0.02%HELD
342SRESEMPRA$21K0.02%+138+186.5%
343LMBSFIRST TR EXCHANGE-TRADED FD$21K0.02%-29-6.6%
344IWOISHARES TR$21K0.02%+9+15.8%
345JNKSPDR SERIES TRUST$20K0.02%+5+2.4%
346LMUBISHARES TR$20K0.02%+410NEW
347IQVIQVIA HLDGS INC$20K0.02%HELD
348MDLZMONDELEZ INTL INC$20K0.02%+11+3.2%
349IMCGISHARES TR$20K0.02%-5-1.9%
350MGKVANGUARD WORLD FD$20K0.02%HELD
351HGERHARBOR ETF TRUST$20K0.02%+650NEW
352FSIGFIRST TR EXCHANGE-TRADED FD$20K0.02%-34-3.1%
353ETNEATON CORP PLC$20K0.02%-22-28.2%
354WMWASTE MGMT INC DEL$20K0.02%-2-2.2%
355SPLSPIMCO ETF TR$20K0.02%+424NEW
356SPYCSIMPLIFY EXCHANGE TRADED FUN$20K0.02%-15-2.9%
357ONEHELEVATION SERIES TRUST$20K0.02%+824NEW
358XONEBONDBLOXX ETF TRUST$20K0.02%+170+73.6%
359SCHXSCHWAB STRATEGIC TR$20K0.02%-26-3.3%
360FVDFIRST TR EXCHANGE-TRADED FD$20K0.02%-51-10.8%
361ETRENTERGY CORP NEW$20K0.02%+75+75.8%
362ESGUISHARES TR$19K0.02%-4-2.9%
363VBKVANGUARD INDEX FDS$19K0.02%HELD
364CNPCENTERPOINT ENERGY INC$19K0.02%HELD
365FTCSFIRST TR EXCHANGE-TRADED FD$19K0.02%HELD
366NFLXNETFLIX INC.$19K0.02%+170+739.1%
367METMETLIFE INC$19K0.02%+23+9.6%
368GWXSPDR INDEX SHS FDS$18K0.02%-19-4.2%
369SPHQINVESCO EXCHANGE TRADED FD T$18K0.02%+245NEW
370SPUCSIMPLIFY EXCHANGE TRADED FUN$18K0.02%-13-3.0%
371XLYSELECT SECTOR SPDR TR$18K0.02%HELD
372STWDSTARWOOD PPTY TR INC$18K0.02%-3-0.3%
373BPREBLUEROCK PVT REAL ESTATE FD$18K0.02%HELD
374PAYHELEVATION SERIES TRUST$18K0.02%+860NEW
375NRGNRG ENERGY INC$18K0.02%HELD
376FIDUFIDELITY COVINGTON TRUST$17K0.02%+201NEW
377AMATAPPLIED MATLS INC$17K0.01%+25+100.0%
378DBMFLITMAN GREGORY FDS TR$16K0.01%-27-4.7%
379FNFFIDELITY NATL FINL INC$16K0.01%-23-6.2%
380STLDSTEEL DYNAMICS INC$16K0.01%+54+150.0%
381SYYSYSCO CORP$16K0.01%+18+8.8%
382CTASIMPLIFY EXCHANGE TRADED FUN$16K0.01%+521NEW
383ALSNALLISON TRANSMISSION HLDGS I$16K0.01%HELD
384APHAMPHENOL CORP$16K0.01%+71+136.5%
385FLJJAIM ETF PRODUCTS TRUST$15K0.01%+493NEW
386QSPTFIRST TR EXCHNG TRADED FD VI$15K0.01%HELD
387PHMPULTE GROUP INC$15K0.01%-3-2.3%
388CERYSPDR SERIES TRUST$15K0.01%+43+11.0%
389LENLENNAR CORP$15K0.01%+174NEW
390BABAALIBABA GROUP HLDG LTD$15K0.01%HELD
391GILDGILEAD SCIENCES INC$15K0.01%-4-3.6%
392EFAISHARES TR$15K0.01%-3-1.9%
393MRSHMARSH & MCLENNAN COS INC$15K0.01%+39+86.7%
394TSCOTRACTOR SUPPLY CO$14K0.01%HELD
395CCICROWN CASTLE INC$14K0.01%-4-2.2%
396SGRTTIDAL TRUST I$14K0.01%HELD
397XLVSELECT SECTOR SPDR TR$14K0.01%HELD
398CMCANADIAN IMPERIAL BANK OF CO$14K0.01%HELD
399LHXL3HARRIS TECHNOLOGIES INC$14K0.01%-1-2.4%
400DISDISNEY WALT CO$14K0.01%+6+4.4%
401CHDCHURCH & DWIGHT CO INC$14K0.01%+146NEW
402BIDUBAIDU INC$13K0.01%HELD
403TMOTHERMO FISHER SCIENTIFIC INC$13K0.01%-2-6.9%
404GSKGSK PLC$13K0.01%-18-7.0%
405ATOATMOS ENERGY CORP$13K0.01%+19+36.5%
406LOWLOWES COS INC$13K0.01%-4-6.8%
407FANGDIAMONDBACK ENERGY INC$13K0.01%-2-3.0%
408SLBSLB LIMITED$13K0.01%HELD
409SNXTD SYNNEX CORPORATION$13K0.01%+37+94.9%
410TXNTEXAS INSTRS INC$13K0.01%+24+57.1%
411FAARFIRST TR EXCHANGE TRAD FD VI$12K0.01%-35-8.7%
412DEDEERE & CO$12K0.01%-1-4.3%
413IEXIDEX CORP$12K0.01%HELD
414FMATFIDELITY COVINGTON TRUST$12K0.01%+212NEW
415EMREMERSON ELEC CO$12K0.01%+33+55.0%
416AFLAFLAC INC$12K0.01%-5-4.3%
417GBTCGRAYSCALE BITCOIN TRUST ETF$12K0.01%+31+15.7%
418AZNASTRAZENECA PLC$12K0.01%+61NEW
419WTSWATTS WATER TECHNOLOGIES INC$12K0.01%+14+51.9%
420UBERUBER TECHNOLOGIES INC$12K0.01%+3+1.9%
421VRTVERTIV HOLDINGS CO$12K0.01%-14-23.0%
422EDVVANGUARD WORLD FD$12K0.01%HELD
423VSTVISTRA CORP$12K0.01%+30+62.5%
424SGOVISHARES TR$12K0.01%+75+182.9%
425HALHALLIBURTON CO$12K0.01%+282+1762.5%
426ITAISHARES TR$12K0.01%HELD
427BPBP PLC$12K0.01%HELD
428CNACNA FINL CORP$11K0.01%+153+161.1%
429UNPUNION PAC CORP$11K0.01%+12+35.3%
430CEGCONSTELLATION ENERGY CORP$11K0.01%HELD
431FMFFIRST TR EXCHANGE-TRADED FD$11K0.01%-28-11.3%
432TMHCTAYLOR MORRISON HOME CORP$11K0.01%HELD
433PPCPILGRIMS PRIDE CORP$11K0.01%-23-7.3%
434VRSNVERISIGN INC$11K0.01%+26+144.4%
435SNASNAP ON INC$11K0.01%+30NEW
436USMVISHARES TR$11K0.01%-64-35.4%
437MGVVANGUARD WORLD FD$11K0.01%HELD
438NGGNATIONAL GRID PLC$11K0.01%-7-5.2%
439SPYVSPDR SERIES TRUST$11K0.01%HELD
440QSRRESTAURANT BRANDS INTL INC$11K0.01%HELD
441MDYGSPDR SERIES TRUST$10K0.01%+100+1111.1%
442KBHKB HOME$10K0.01%HELD
443INCYINCYTE CORP$10K0.01%-18-14.2%
444FTGSFIRST TR EXCHANGE-TRADED FD$10K0.01%-39-11.5%
445JBHTHUNT J B TRANS SVCS INC$10K0.01%HELD
446CPBTHE CAMPBELLS COMPANY$10K0.01%+456NEW
447SJNKSPDR SERIES TRUST$10K0.01%HELD
448YUMYUM BRANDS INC$10K0.01%HELD
449BWABORGWARNER INC$10K0.01%HELD
450FUTYFIDELITY COVINGTON TRUST$10K0.01%+164NEW
451FNXFIRST TR EXCHANGE-TRADED ALP$10K0.01%HELD
452TTETOTALENERGIES SE$9K0.01%-2-1.9%
453WSOWATSCO INC$9K0.01%HELD
454FDISFIDELITY COVINGTON TRUST$9K0.01%+101NEW
455OXYOCCIDENTAL PETE CORP$9K0.01%HELD
456EWEDWARDS LIFESCIENCES CORP$9K0.01%HELD
457CMCSACOMCAST CORP NEW$9K0.01%+111+54.4%
458UTHRUNITED THERAPEUTICS CORP DEL$9K0.01%+15NEW
459CCL1EURCARNIVAL CORP$9K0.01%-9-2.6%
460AMGNAMGEN INC$9K0.01%+9+56.3%
461BOOTBOOT BARN HLDGS INC$9K0.01%HELD
462TSTENARIS S A$9K0.01%HELD
463MCOMOODYS CORP$9K0.01%+18+900.0%
464COLBCOLUMBIA BKG SYS INC$9K0.01%-300-48.5%
465FLDRFIDELITY MERRIMACK STR TR$9K0.01%+150+652.2%
466FXRFIRST TR EXCHANGE-TRADED FD$8K0.01%HELD
467BBDCBARINGS BDC INC$8K0.01%HELD
468COPXGLOBAL X FDS$8K0.01%HELD
469RSGREPUBLIC SVCS INC$8K0.01%+38NEW
470CTSHCOGNIZANT TECHNOLOGY SOLUTIO$8K0.01%-35-20.6%
471SPMDSPDR SERIES TRUST$8K0.01%+22+18.8%
472CIBRFIRST TR EXCHANGE-TRADED FD$8K0.01%-4-3.0%
473SYSBISHARES TR$8K0.01%HELD
474URIUNITED RENTALS INC$8K0.01%HELD
475JCPBJ P MORGAN EXCHANGE TRADED F$8K0.01%+170NEW
476FISRSSGA ACTIVE TR$8K0.01%HELD
477SLYGSPDR SERIES TRUST$8K0.01%-15-15.5%
478NKENIKE INC$8K0.01%-73-32.7%
479MDYVSPDR SERIES TRUST$8K0.01%+93NEW
480REETISHARES TR$8K0.01%HELD
481MSCIMSCI INC$8K0.01%HELD
482CMBSISHARES TR$8K0.01%+141+881.3%
483BIVVANGUARD BD INDEX FDS$8K0.01%HELD
484ARKFARK ETF TR$8K0.01%HELD
485PGRPROGRESSIVE CORP$8K0.01%-18-32.1%
486SJMSMUCKER J M CO$7K0.01%+77NEW
487OEFISHARES TR$7K0.01%-334-93.6%
488APDAIR PRODUCTS AND CHEMICALS I$7K0.01%HELD
489VSHYVIRTUS ETF TR II$7K0.01%HELD
490AXONAXON ENTERPRISE INC$7K0.01%HELD
491PREFPRINCIPAL EXCHANGE TRADED FD$7K0.01%HELD
492PFGCPERFORMANCE FOOD GROUP CO$7K0.01%-8-9.0%
493OUSAALPS ETF TR$7K0.01%HELD
494NOWSERVICENOW INC$7K0.01%-5-7.1%
495VODVODAFONE GROUP PLC$7K0.01%-3-0.7%
496DHRDANAHER CORP DEL$7K0.01%-1-2.8%
497ARWRARROWHEAD PHARMACEUTICALS IN$7K0.01%+104NEW
498NFLTETFIS SER TR I$6K0.01%HELD
499EEMISHARES TR$6K0.01%HELD
500MTBM & T BK CORP$6K0.01%+6+25.0%

Source: SEC EDGAR · accession 0001437749-26-015097. 13F discloses long positions only — shorts, foreign equities, and options are excluded.