What Wally Obermeyer Bought in Q3 2025
Obermeyer Wealth Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$2.13B
Total Value
295
Holdings
25
New Buys
94
Reduced
In Q3 2025, Wally Obermeyer reported 295 long equity positions worth $2.13B in their Obermeyer Wealth Partners 13F filing, including 25 new positions (largest: UNITED PARCEL SERVICE INC at $13.0M) and 100 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 209955 | $108.7M | 5.09% | -1.3% |
| 2 | QUAL | ISHARES TR | 554127 | $107.8M | 5.05% | +0.5% |
| 3 | GOOG | ALPHABET INC | 402434 | $98.0M | 4.59% | +0.9% |
| 4 | VOO | Vanguard S&P 500 ETF | 151418 | $92.7M | 4.34% | -0.7% |
| 5 | AAPL | APPLE INC | 339634 | $86.5M | 4.05% | -0.2% |
| 6 | NVDA | NVIDIA CORPORATION | 450584 | $84.1M | 3.94% | +24.1% |
| 7 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 268011 | $74.9M | 3.51% | -0.4% |
| 8 | AMZN | AMAZON COM INC | 320130 | $70.3M | 3.29% | -0.0% |
| 9 | BRK.B | Berkshire Hathaway Inc. Class B | 137759 | $69.3M | 3.24% | -32.3% |
| 10 | MA | MASTERCARD INCORPORATED | 121287 | $69.0M | 3.23% | -1.3% |
| 11 | JAAA | JANUS DETROIT STR TR | 1337136 | $67.9M | 3.18% | +7.3% |
| 12 | AVGO | BROADCOM INC | 201533 | $66.5M | 3.11% | -0.8% |
| 13 | URTH | ISHARES INC | 351532 | $63.8M | 2.99% | +2.9% |
| 14 | META | META PLATFORMS INC | 79298 | $58.2M | 2.73% | +0.9% |
| 15 | TBIL | RBB FD INC | 1142072 | $57.1M | 2.67% | 17.9% |
| 16 | RTX | RTX CORPORATION | 272983 | $45.7M | 2.14% | -0.5% |
| 17 | ASML | ASML HOLDING N V | 44370 | $43.0M | 2.01% | +0.1% |
| 18 | UNH | UNITEDHEALTH GROUP INC | 114211 | $39.4M | 1.85% | +0.8% |
| 19 | WMT | WALMART INC | 358646 | $37.0M | 1.73% | -1.2% |
| 20 | HD | HOME DEPOT INC | 88977 | $36.1M | 1.69% | -0.1% |
| 21 | AON | AON PLC | 101073 | $36.0M | 1.69% | -1.4% |
| 22 | VTI | Vanguard Total Stock Market ETF | 107059 | $35.1M | 1.65% | +2.9% |
| 23 | NVR | NVR INC | 4110 | $33.0M | 1.55% | +0.7% |
| 24 | CME | CME GROUP INC | 110358 | $29.8M | 1.40% | -0.3% |
| 25 | BN | BROOKFIELD CORP | 433161 | $29.7M | 1.39% | +1.2% |
| 26 | SAP | SAP SE | 107455 | $28.7M | 1.34% | -0.8% |
| 27 | QQQ | Invesco QQQ Trust (Nasdaq-100) | 46187 | $27.7M | 1.30% | +18.5% |
| 28 | SHW | SHERWIN WILLIAMS CO | 72567 | $25.1M | 1.18% | -1.8% |
| 29 | DE | DEERE & CO | 53720 | $24.6M | 1.15% | -1.1% |
| 30 | CB | CHUBB LIMITED | 82443 | $23.3M | 1.09% | -1.3% |
| 31 | NEE-PS | NEXTERA ENERGY INC | 295463 | $22.3M | 1.04% | -0.3% |
| 32 | TXN | TEXAS INSTRS INC | 120845 | $22.2M | 1.04% | -0.6% |
| 33 | NVO | NOVO-NORDISK A S | 393320 | $21.8M | 1.02% | -0.0% |
| 34 | XOM | EXXON MOBIL CORP | 171551 | $19.3M | 0.91% | -0.7% |
| 35 | ZTS | ZOETIS INC | 125463 | $18.4M | 0.86% | -2.8% |
| 36 | MOAT | VANECK ETF TRUST | 161743 | $16.0M | 0.75% | -39.2% |
| 37 | LMBS | FIRST TR EXCHANGE-TRADED FD | 306094 | $15.2M | 0.71% | +2.3% |
| 38 | SPY | SPDR S&P 500 ETF | 19654 | $13.1M | 0.61% | +0.7% |
| 39 | UPS | UNITED PARCEL SERVICE INC | 155408 | $13.0M | 0.61% | NEW |
| 40 | VGLT | VANGUARD SCOTTSDALE FDS | 220872 | $12.6M | 0.59% | NEW |
| 41 | CMCSA | Comcast Corporation | 393817 | $12.4M | 0.58% | -17.3% |
| 42 | LLY | ELI LILLY & CO | 15399 | $11.7M | 0.55% | -5.5% |
| 43 | BRK.A | Berkshire Hathaway Inc. Class A | 15 | $11.3M | 0.53% | — |
| 44 | VEA | Vanguard FTSE Developed Markets ETF | 181395 | $10.9M | 0.51% | +6.0% |
| 45 | JPM | JPMORGAN CHASE & CO. | 33427 | $10.5M | 0.49% | -2.4% |
| 46 | GOOGL | ALPHABET INC | 37293 | $9.1M | 0.42% | +3.8% |
| 47 | V | VISA INC | 24477 | $8.4M | 0.39% | +2.0% |
| 48 | ARCC | ARES CAPITAL CORP | 370159 | $7.6M | 0.35% | +117.9% |
| 49 | USB | US BANCORP DEL | 117762 | $5.7M | 0.27% | -2.8% |
| 50 | LOW | LOWES COS INC | 22017 | $5.5M | 0.26% | +18.4% |
| 51 | MSI | MOTOROLA SOLUTIONS INC | 9677 | $4.4M | 0.21% | +19.9% |
| 52 | GLD | SPDR Gold Shares | 12073 | $4.3M | 0.20% | -8.2% |
| 53 | SPTS | SPDR SERIES TRUST | 90765 | $4.2M | 0.20% | +-12.9% |
| 54 | ETN | EATON CORP PLC | 9971 | $3.7M | 0.17% | +4.8% |
| 55 | IEV | ISHARES TR | 50263 | $3.3M | 0.15% | +0.5% |
| 56 | VV | VANGUARD INDEX FDS | 10489 | $3.2M | 0.15% | — |
| 57 | WM | WASTE MGMT INC DEL | 13654 | $3.0M | 0.14% | +5.8% |
| 58 | ATO | ATMOS ENERGY CORP | 17649 | $3.0M | 0.14% | +6.6% |
| 59 | COST | COSTCO WHSL CORP NEW | 3225 | $3.0M | 0.14% | -1.2% |
| 60 | ORCL | ORACLE CORP | 10164 | $2.9M | 0.13% | -4.6% |
| 61 | IWF | ISHARES TR | 5793 | $2.7M | 0.13% | +3.9% |
| 62 | VYM | Vanguard High Dividend Yield ETF | 18561 | $2.6M | 0.12% | — |
| 63 | IVV | iShares Core S&P 500 ETF | 3880 | $2.6M | 0.12% | -10.7% |
| 64 | SHEL | SHELL PLC | 34705 | $2.5M | 0.12% | +0.6% |
| 65 | ABBV | ABBVIE INC | 10502 | $2.4M | 0.11% | -11.0% |
| 66 | ADI | ANALOG DEVICES INC | 9865 | $2.4M | 0.11% | -0.1% |
| 67 | JNJ | JOHNSON & JOHNSON | 12847 | $2.4M | 0.11% | -18.7% |
| 68 | CNQ | CANADIAN NAT RES LTD | 74203 | $2.4M | 0.11% | +3.8% |
| 69 | CTVA | CORTEVA INC | 34002 | $2.3M | 0.11% | — |
| 70 | WSO | WATSCO INC | 5671 | $2.3M | 0.11% | +3.4% |
| 71 | OBDC | BLUE OWL CAPITAL CORPORATION | 174475 | $2.2M | 0.10% | +6.2% |
| 72 | UNP | UNION PAC CORP | 9142 | $2.2M | 0.10% | -4.4% |
| 73 | IJR | ISHARES TR | 17999 | $2.1M | 0.10% | +0.5% |
| 74 | AXP | AMERICAN EXPRESS CO | 6194 | $2.1M | 0.10% | +0.1% |
| 75 | BTI | BRITISH AMERN TOB PLC | 37688 | $2.0M | 0.09% | +0.5% |
| 76 | VICI | VICI PPTYS INC | 60612 | $2.0M | 0.09% | +1.1% |
| 77 | KO | COCA COLA CO | 29744 | $2.0M | 0.09% | +0.1% |
| 78 | DD | DUPONT DE NEMOURS INC | 25195 | $2.0M | 0.09% | +0.1% |
| 79 | PG | PROCTER AND GAMBLE CO | 12712 | $2.0M | 0.09% | -90.3% |
| 80 | OWL | BLUE OWL CAPITAL INC | 115326 | $2.0M | 0.09% | +6.0% |
| 81 | VUG | VANGUARD INDEX FDS | 3832 | $1.8M | 0.09% | +64.2% |
| 82 | ABT | ABBOTT LABS | 13204 | $1.8M | 0.08% | -6.0% |
| 83 | MDY | SPDR S&P MIDCAP 400 ETF TR | 2843 | $1.7M | 0.08% | +44.4% |
| 84 | MPLXP | MPLX LP | 33763 | $1.7M | 0.08% | -1.3% |
| 85 | TJX | TJX COS INC NEW | 11551 | $1.7M | 0.08% | -0.2% |
| 86 | MCD | MCDONALDS CORP | 5245 | $1.6M | 0.07% | -28.2% |
| 87 | DIS | DISNEY WALT CO | 13161 | $1.5M | 0.07% | -8.5% |
| 88 | EEM | iShares MSCI Emerging Markets ETF | 27891 | $1.5M | 0.07% | +1.2% |
| 89 | IDXX | IDEXX LABS INC | 2255 | $1.4M | 0.07% | -1.0% |
| 90 | PBRA | PETROLEO BRASILEIRO SA PETRO | 118050 | $1.4M | 0.07% | +6.6% |
| 91 | VTV | VANGUARD INDEX FDS | 7291 | $1.4M | 0.06% | +19.0% |
| 92 | DHI | D R HORTON INC | 8022 | $1.4M | 0.06% | — |
| 93 | EPD | ENTERPRISE PRODS PARTNERS L | 42772 | $1.3M | 0.06% | — |
| 94 | AMAT | APPLIED MATLS INC | 6217 | $1.3M | 0.06% | -0.1% |
| 95 | AMGN | AMGEN INC | 4401 | $1.2M | 0.06% | -5.4% |
| 96 | AER | AERCAP HOLDINGS NV | 10052 | $1.2M | 0.06% | +0.5% |
| 97 | EEM | iShares MSCI Emerging Markets ETF | 4991 | $1.2M | 0.06% | +1.1% |
| 98 | RSP | INVESCO EXCHANGE TRADED FD T | 6143 | $1.2M | 0.05% | +0.4% |
| 99 | ETV | EATON VANCE TAX-MANAGED BUY- | 80055 | $1.1M | 0.05% | -0.3% |
| 100 | RY | ROYAL BK CDA | 7611 | $1.1M | 0.05% | — |
| 101 | DFAC | DIMENSIONAL ETF TRUST | 28757 | $1.1M | 0.05% | — |
| 102 | WFC | WELLS FARGO CO NEW | 13032 | $1.1M | 0.05% | -0.8% |
| 103 | IAU | iShares Gold Trust | 14978 | $1.1M | 0.05% | 113.1% |
| 104 | SYK | STRYKER CORPORATION | 2941 | $1.1M | 0.05% | +1.4% |
| 105 | EMR | EMERSON ELEC CO | 7916 | $1.0M | 0.05% | -11.9% |
| 106 | ET | ENERGY TRANSFER L P | 59035 | $1.0M | 0.05% | -3.3% |
| 107 | IWR | ISHARES TR | 10394 | $1.0M | 0.05% | — |
| 108 | TSLA | TESLA INC | 2249 | $1000K | 0.05% | +23.0% |
| 109 | CAT | CATERPILLAR INC | 2068 | $987K | 0.05% | -0.4% |
| 110 | IBM | INTERNATIONAL BUSINESS MACHS | 3478 | $981K | 0.05% | +5.3% |
| 111 | EQIX | EQUINIX INC | 1246 | $976K | 0.05% | -0.4% |
| 112 | CRM | SALESFORCE INC | 4058 | $962K | 0.05% | -18.4% |
| 113 | VCSH | VANGUARD SCOTTSDALE FDS | 11838 | $946K | 0.04% | -90.8% |
| 114 | GLW | CORNING INC | 11441 | $939K | 0.04% | — |
| 115 | WEC | WEC ENERGY GROUP INC | 8168 | $936K | 0.04% | +0.8% |
| 116 | SHOP | SHOPIFY INC | 6288 | $934K | 0.04% | +1.6% |
| 117 | RWJ | INVESCO EXCH TRADED FD TR II | 18861 | $911K | 0.04% | -0.3% |
| 118 | BLK | BLACKROCK INC | 781 | $911K | 0.04% | -0.4% |
| 119 | NFLX | NETFLIX INC | 755 | $905K | 0.04% | +0.9% |
| 120 | PANW | PALO ALTO NETWORKS INC | 4326 | $881K | 0.04% | -1.2% |
| 121 | VWO | Vanguard FTSE Emerging Markets ETF | 16245 | $880K | 0.04% | +18.7% |
| 122 | XLK | Technology Select Sector SPDR | 3104 | $875K | 0.04% | — |
| 123 | HON | HONEYWELL INTL INC | 4008 | $844K | 0.04% | +0.7% |
| 124 | COR | CENCORA INC | 2699 | $844K | 0.04% | -0.6% |
| 125 | PTLC | PACER FDS TR | 19822 | $840K | 0.04% | -0.2% |
| 126 | SHY | iShares 1-3 Year Treasury Bond ETF | 10108 | $839K | 0.04% | 66.9% |
| 127 | MRVL | MARVELL TECHNOLOGY INC | 9926 | $834K | 0.04% | — |
| 128 | CVX | CHEVRON CORP NEW | 5319 | $826K | 0.04% | -10.0% |
| 129 | APD | AIR PRODS & CHEMS INC | 2995 | $817K | 0.04% | — |
| 130 | RWL | INVESCO EXCH TRADED FD TR II | 7362 | $815K | 0.04% | — |
| 131 | IEF | iShares 7-10 Year Treasury Bond ETF | 7994 | $771K | 0.04% | +54.6% |
| 132 | VIG | Vanguard Dividend Appreciation ETF | 3536 | $763K | 0.04% | +105.0% |
| 133 | SPGP | INVESCO EXCHANGE TRADED FD T | 6644 | $755K | 0.04% | -1.8% |
| 134 | ACN | ACCENTURE PLC IRELAND | 3053 | $753K | 0.04% | +-72.5% |
| 135 | MRK | MERCK & CO INC | 8829 | $741K | 0.03% | -10.7% |
| 136 | KKR | KKR & CO INC | 5699 | $741K | 0.03% | — |
| 137 | SPGI | S&P GLOBAL INC | 1504 | $732K | 0.03% | -60.1% |
| 138 | PEP | PEPSICO INC | 5212 | $732K | 0.03% | -1.0% |
| 139 | SOXX | ISHARES TR | 2384 | $646K | 0.03% | — |
| 140 | PFE | PFIZER INC | 25137 | $640K | 0.03% | -14.8% |
| 141 | VZ | VERIZON COMMUNICATIONS INC | 14450 | $635K | 0.03% | +2.9% |
| 142 | APO | APOLLO GLOBAL MGMT INC | 4750 | $633K | 0.03% | — |
| 143 | IWB | ISHARES TR | 1715 | $627K | 0.03% | — |
| 144 | IWD | ISHARES TR | 2966 | $604K | 0.03% | — |
| 145 | PM | PHILIP MORRIS INTL INC | 3628 | $588K | 0.03% | +0.5% |
| 146 | CSCO | CISCO SYS INC | 8595 | $588K | 0.03% | +-16.8% |
| 147 | VB | VANGUARD INDEX FDS | 2307 | $587K | 0.03% | +2.6% |
| 148 | NOW | SERVICENOW INC | 636 | $585K | 0.03% | +3.1% |
| 149 | WELL | WELLTOWER INC | 3265 | $582K | 0.03% | -1.8% |
| 150 | JAVA | J P MORGAN EXCHANGE TRADED F | 8372 | $577K | 0.03% | — |
| 151 | PBR | PETROLEO BRASILEIRO SA PETRO | 44650 | $565K | 0.03% | — |
| 152 | SCHV | SCHWAB STRATEGIC TR | 19345 | $563K | 0.03% | +0.0% |
| 153 | IEI | ISHARES TR | 4710 | $563K | 0.03% | +53.3% |
| 154 | MUB | ISHARES TR | 5182 | $552K | 0.03% | +3.1% |
| 155 | TMO | THERMO FISHER SCIENTIFIC INC | 1129 | $548K | 0.03% | -1.1% |
| 156 | MDLZ | Mondelez International | 8759 | $547K | 0.03% | — |
| 157 | DOW | DOW INC | 23799 | $546K | 0.03% | — |
| 158 | AJG | GALLAGHER ARTHUR J & CO | 1761 | $545K | 0.03% | +1.2% |
| 159 | GE | GE AEROSPACE | 1799 | $541K | 0.03% | -28.1% |
| 160 | SCHD | SCHWAB STRATEGIC TR | 19564 | $534K | 0.03% | — |
| 161 | PFG | PRINCIPAL FINANCIAL GROUP IN | 6343 | $526K | 0.02% | — |
| 162 | WMB | WILLIAMS COS INC | 8275 | $524K | 0.02% | -1.3% |
| 163 | GRBK | GREEN BRICK PARTNERS INC | 6975 | $515K | 0.02% | — |
| 164 | SCHG | SCHWAB STRATEGIC TR | 16040 | $512K | 0.02% | — |
| 165 | BX | BLACKSTONE INC | 2993 | $511K | 0.02% | +2.3% |
| 166 | INTU | INTUIT | 747 | $510K | 0.02% | +3.2% |
| 167 | PIPR | PIPER SANDLER COMPANIES | 1469 | $510K | 0.02% | — |
| 168 | MS | MORGAN STANLEY | 3200 | $509K | 0.02% | +27.5% |
| 169 | SPIB | SPDR SERIES TRUST | 14960 | $507K | 0.02% | — |
| 170 | MO | ALTRIA GROUP INC | 7640 | $505K | 0.02% | +9.3% |
| 171 | HSY | HERSHEY CO | 2671 | $500K | 0.02% | — |
| 172 | XLE | Energy Select Sector SPDR | 5566 | $497K | 0.02% | -4.1% |
| 173 | EVLN | MORGAN STANLEY ETF TRUST | 10000 | $497K | 0.02% | NEW |
| 174 | STIP | ISHARES TR | 4577 | $473K | 0.02% | -6.9% |
| 175 | GS | GOLDMAN SACHS GROUP INC | 588 | $468K | 0.02% | +3.0% |
| 176 | BLDR | BUILDERS FIRSTSOURCE INC | 3853 | $467K | 0.02% | +99.7% |
| 177 | ALL-PJ | ALLSTATE CORP | 2170 | $466K | 0.02% | -30.8% |
| 178 | QQQM | INVESCO EXCH TRADED FD TR II | 1868 | $462K | 0.02% | +54.3% |
| 179 | NN | NEXTNAV INC | 32245 | $461K | 0.02% | -0.8% |
| 180 | FIVE | FIVE BELOW INC | 2962 | $458K | 0.02% | -2.4% |
| 181 | BMY | Bristol-Myers Squibb | 10082 | $455K | 0.02% | -19.5% |
| 182 | TROW | PRICE T ROWE GROUP INC | 4326 | $444K | 0.02% | — |
| 183 | ADBE | ADOBE INC | 1257 | $443K | 0.02% | -10.2% |
| 184 | SPLG | SPDR SERIES TRUST | 1885 | $443K | 0.02% | — |
| 185 | GSBD | GOLDMAN SACHS BDC INC | 43000 | $437K | 0.02% | NEW |
| 186 | LMT | LOCKHEED MARTIN CORP | 875 | $437K | 0.02% | -9.8% |
| 187 | SYLD | CAMBRIA ETF TR | 6363 | $437K | 0.02% | — |
| 188 | CI | THE CIGNA GROUP | 1497 | $432K | 0.02% | -2.4% |
| 189 | PSX | PHILLIPS 66 | 3135 | $426K | 0.02% | +8.6% |
| 190 | MSDL | MORGAN STANLEY DIRECT LENDIN | 26000 | $418K | 0.02% | NEW |
| 191 | VCIT | VANGUARD SCOTTSDALE FDS | 4966 | $418K | 0.02% | +17.0% |
| 192 | TEL | TE CONNECTIVITY PLC | 1898 | $417K | 0.02% | — |
| 193 | BA-PA | BOEING CO | 1929 | $416K | 0.02% | — |
| 194 | XELLL | XCEL ENERGY INC | 5157 | $416K | 0.02% | +1.5% |
| 195 | PWR | QUANTA SVCS INC | 987 | $409K | 0.02% | +4.8% |
| 196 | NCDL | NUVEEN CHURCHILL DIRECT LEND | 29500 | $407K | 0.02% | NEW |
| 197 | PCAR | PACCAR INC | 4069 | $400K | 0.02% | — |
| 198 | DVY | ISHARES TR | 2799 | $398K | 0.02% | — |
| 199 | ARES-PB | ARES MANAGEMENT CORPORATION | 2453 | $392K | 0.02% | +2.0% |
| 200 | IEFA | ISHARES TR | 4491 | $392K | 0.02% | — |
| 201 | CBRE | CBRE GROUP INC | 2469 | $389K | 0.02% | +1.5% |
| 202 | SNPS | SYNOPSYS INC | 768 | $379K | 0.02% | +3.8% |
| 203 | A | AGILENT TECHNOLOGIES INC | 2870 | $368K | 0.02% | — |
| 204 | ADP | AUTOMATIC DATA PROCESSING IN | 1250 | $367K | 0.02% | -55.7% |
| 205 | NSC | NORFOLK SOUTHN CORP | 1212 | $364K | 0.02% | — |
| 206 | DOCU | DOCUSIGN INC | 5000 | $360K | 0.02% | — |
| 207 | BND | Vanguard Total Bond Market ETF | 4842 | $360K | 0.02% | NEW |
| 208 | SDY | SPDR SERIES TRUST | 2550 | $357K | 0.02% | — |
| 209 | BDX | BECTON DICKINSON & CO | 1897 | $355K | 0.02% | — |
| 210 | CP | CANADIAN PACIFIC KANSAS CITY | 4726 | $352K | 0.02% | — |
| 211 | MDT | MEDTRONIC PLC | 3695 | $352K | 0.02% | +7.2% |
| 212 | PRF | INVESCO EXCHANGE TRADED FD T | 7740 | $350K | 0.02% | +27.9% |
| 213 | AMD | ADVANCED MICRO DEVICES INC | 2155 | $349K | 0.02% | +33.6% |
| 214 | GD | GENERAL DYNAMICS CORP | 1011 | $345K | 0.02% | — |
| 215 | SBUX | STARBUCKS CORP | 4052 | $343K | 0.02% | -0.6% |
| 216 | PJP | INVESCO EXCHANGE TRADED FD T | 3700 | $342K | 0.02% | — |
| 217 | IGSB | ISHARES TR | 6430 | $341K | 0.02% | +2.7% |
| 218 | SLV | SPDR Silver Shares | 7889 | $334K | 0.02% | — |
| 219 | GILD | GILEAD SCIENCES INC | 2943 | $327K | 0.02% | -0.7% |
| 220 | KR | KROGER CO | 4811 | $324K | 0.02% | +1.7% |
| 221 | IGIB | ISHARES TR | 5960 | $322K | 0.02% | — |
| 222 | IJH | ISHARES TR | 4927 | $322K | 0.02% | +8.6% |
| 223 | SYY | SYSCO CORP | 3897 | $321K | 0.02% | -30.4% |
| 224 | AWK | American Water Works | 2280 | $317K | 0.01% | — |
| 225 | BNL | BROADSTONE NET LEASE INC | 17589 | $314K | 0.01% | — |
| 226 | SCHC | SCHWAB STRATEGIC TR | 6898 | $314K | 0.01% | — |
| 227 | ICLN | ISHARES TR | 20198 | $313K | 0.01% | -1.1% |
| 228 | ESGV | VANGUARD WORLD FD | 2635 | $312K | 0.01% | — |
| 229 | GWW | GRAINGER W W INC | 323 | $308K | 0.01% | — |
| 230 | DLR-PL | DIGITAL RLTY TR INC | 1775 | $307K | 0.01% | — |
| 231 | SCHW | SCHWAB CHARLES CORP | 3175 | $303K | 0.01% | +2.2% |
| 232 | AGG | iShares Core U.S. Aggregate Bond ETF | 3003 | $301K | 0.01% | NEW |
| 233 | LIN | LINDE PLC | 631 | $300K | 0.01% | +0.3% |
| 234 | CMI | CUMMINS INC | 700 | $296K | 0.01% | — |
| 235 | ICE | Intercontinental Exchange | 1751 | $295K | 0.01% | -0.6% |
| 236 | SRE | SEMPRA | 3258 | $293K | 0.01% | -28.5% |
| 237 | SHLD | GLOBAL X FDS | 4155 | $292K | 0.01% | — |
| 238 | TRV | TRAVELERS COMPANIES INC | 1033 | $288K | 0.01% | -24.4% |
| 239 | AZO | AUTOZONE INC | 67 | $287K | 0.01% | +4.7% |
| 240 | DLN | WISDOMTREE TR | 3286 | $286K | 0.01% | +10.9% |
| 241 | IXUS | ISHARES TR | 3463 | $286K | 0.01% | +4.5% |
| 242 | BAC | BANK AMERICA CORP | 5518 | $285K | 0.01% | -1.8% |
| 243 | DIA | SPDR DOW JONES INDL AVERAGE | 607 | $281K | 0.01% | +3.4% |
| 244 | DOV | DOVER CORP | 1668 | $278K | 0.01% | — |
| 245 | RACE | FERRARI N V | 568 | $276K | 0.01% | -2.2% |
| 246 | FDX | FEDEX CORP | 1155 | $272K | 0.01% | — |
| 247 | IOO | ISHARES TR | 2251 | $270K | 0.01% | — |
| 248 | MTH | MERITAGE HOMES CORP | 3705 | $268K | 0.01% | NEW |
| 249 | QCOM | QUALCOMM INC | 1591 | $265K | 0.01% | -0.9% |
| 250 | EFV | ISHARES TR | 3812 | $259K | 0.01% | +1.4% |
| 251 | IBIT | ISHARES BITCOIN TRUST ETF | 3958 | $257K | 0.01% | -24.0% |
| 252 | TGT | TARGET CORP | 2860 | $257K | 0.01% | +4.0% |
| 253 | C | CITIGROUP INC | 2503 | $254K | 0.01% | NEW |
| 254 | PLTR | PALANTIR TECHNOLOGIES INC | 1385 | $253K | 0.01% | NEW |
| 255 | MBB | ISHARES TR | 2653 | $252K | 0.01% | NEW |
| 256 | VXF | VANGUARD INDEX FDS | 1192 | $250K | 0.01% | NEW |
| 257 | SCHB | SCHWAB STRATEGIC TR | 9600 | $247K | 0.01% | — |
| 258 | VO | VANGUARD INDEX FDS | 828 | $243K | 0.01% | -11.2% |
| 259 | DGRO | ISHARES TR | 3560 | $242K | 0.01% | NEW |
| 260 | DHR | DANAHER CORPORATION | 1221 | $242K | 0.01% | +2.1% |
| 261 | SPSB | SPDR SERIES TRUST | 7984 | $242K | 0.01% | — |
| 262 | XLY | Consumer Discretionary Select Sector SPDR | 1000 | $240K | 0.01% | — |
| 263 | VLO | VALERO ENERGY CORP | 1406 | $239K | 0.01% | NEW |
| 264 | IEMG | iShares Core MSCI Emerging Markets ETF | 3620 | $239K | 0.01% | +7.7% |
| 265 | ITB | ISHARES TR | 2200 | $236K | 0.01% | — |
| 266 | INDY | ISHARES TR | 4601 | $234K | 0.01% | — |
| 267 | PGR | PROGRESSIVE CORP | 940 | $232K | 0.01% | +-7.2% |
| 268 | YUM | YUM BRANDS INC | 1507 | $229K | 0.01% | -11.8% |
| 269 | FNV | FRANCO NEV CORP | 1015 | $226K | 0.01% | NEW |
| 270 | ISRG | Intuitive Surgical | 501 | $224K | 0.01% | +10.1% |
| 271 | KMI | KINDER MORGAN INC DEL | 7901 | $224K | 0.01% | — |
| 272 | BAC-PL | BANK AMERICA CORP | 172 | $220K | 0.01% | — |
| 273 | ADM | ARCHER DANIELS MIDLAND CO | 3637 | $217K | 0.01% | NEW |
| 274 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 2000 | $217K | 0.01% | — |
| 275 | FND | FLOOR & DECOR HLDGS INC | 2925 | $216K | 0.01% | — |
| 276 | KMB | KIMBERLY-CLARK CORP | 1732 | $215K | 0.01% | — |
| 277 | MRSH | MARSH & MCLENNAN COS INC | 1059 | $213K | 0.01% | — |
| 278 | GM | GENERAL MTRS CO | 3484 | $212K | 0.01% | NEW |
| 279 | COWZ | PACER FDS TR | 3686 | $212K | 0.01% | +0.5% |
| 280 | COP | CONOCOPHILLIPS | 2219 | $210K | 0.01% | -33.3% |
| 281 | VGT | VANGUARD WORLD FD | 278 | $208K | 0.01% | NEW |
| 282 | VRT | VERTIV HOLDINGS CO | 1369 | $207K | 0.01% | NEW |
| 283 | JPST | J P MORGAN EXCHANGE TRADED F | 4063 | $206K | 0.01% | NEW |
| 284 | IWO | ISHARES TR | 641 | $205K | 0.01% | NEW |
| 285 | T | AT&T INC | 7233 | $204K | 0.01% | +4.1% |
| 286 | WFC-PL | WELLS FARGO CO NEW | 165 | $204K | 0.01% | NEW |
| 287 | MSGS | MADISON SQUARE GRDN SPRT COR | 897 | $204K | 0.01% | NEW |
| 288 | NKE | NIKE INC | 2881 | $201K | 0.01% | — |
| 289 | UBER | UBER TECHNOLOGIES INC | 2047 | $201K | 0.01% | NEW |
| 290 | CLF | CLEVELAND-CLIFFS INC NEW | 10000 | $122K | 0.01% | — |
| 291 | NN | NEXTNAV INC | 16500 | $90K | 0.00% | — |
| 292 | OGCP | EMPIRE ST RLTY OP L P | 10738 | $81K | 0.00% | — |
| 293 | PLUG | PLUG POWER INC | 30000 | $70K | 0.00% | +50.0% |
| 294 | LUCD | LUCID DIAGNOSTICS INC | 13000 | $13K | 0.00% | — |
| 295 | PAVM | PAVMED INC | 21500 | $9K | 0.00% | — |