13F HOLDINGS REPORT

Institute for Wealth Management, LLC.

Quarter ended Q4 2025 · Filed January 27, 2026 · Accession 0002085853-26-000093

Total Value

$943.8M

Positions

544

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (500)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	NVIDIA CORPORATION	NVDA	753,192	$140.5M	15.00%
2	APPLE INC	AAPL	122,517	$33.3M	3.56%
3	MICROSOFT CORP	MSFT	47,497	$23.0M	2.45%
4	AMAZON COM INC	AMZN	83,922	$19.4M	2.07%
5	ALPHABET INC	GOOG	55,446	$17.4M	1.85%
6	INVESCO QQQ TR	IVZ	26,608	$16.3M	1.75%
7	META PLATFORMS INC	META	19,854	$13.1M	1.40%
8	LAM RESEARCH CORP	LRCX	72,697	$12.4M	1.33%
9	TESLA INC	TSLA	25,940	$11.7M	1.25%
10	AXON ENTERPRISE INC	AXON	20,436	$11.6M	1.24%
11	GOLDMAN SACHS GROUP INC	GSCE	9,775	$8.6M	0.92%
12	VANGUARD SCOTTSDALE FDS	92206C623	33,562	$7.9M	0.85%
13	BROADCOM INC	AVGO	22,785	$7.9M	0.84%
14	COSTCO WHSL CORP NEW	22160K105	9,092	$7.8M	0.84%
15	SCHWAB STRATEGIC TR	808524300	229,865	$7.5M	0.80%
16	VANGUARD SCOTTSDALE FDS	92206C649	43,494	$7.0M	0.74%
17	SPDR S&P 500 ETF TR	SPY	9,939	$6.8M	0.72%
18	UNITED RENTALS INC	URI	8,202	$6.6M	0.71%
19	INVESCO EXCHANGE TRADED FD T	IVZ	46,961	$6.5M	0.69%
20	SELECT SECTOR SPDR TR	81369Y704	41,270	$6.4M	0.68%
21	VANECK ETF TRUST	92189F676	17,618	$6.3M	0.68%
22	STARBUCKS CORP	SBUX	75,032	$6.3M	0.67%
23	ELI LILLY & CO	LLY	5,737	$6.2M	0.66%
24	SELECT SECTOR SPDR TR	81369Y803	42,717	$6.1M	0.66%
25	ADVANCED MICRO DEVICES INC	AMD	28,708	$6.1M	0.66%
26	VANGUARD INDEX FDS	922908736	12,207	$6.0M	0.64%
27	ADOBE INC	ADBE	16,914	$5.9M	0.63%
28	SELECT SECTOR SPDR TR	81369Y605	107,891	$5.9M	0.63%
29	MASTERCARD INCORPORATED	MA	9,491	$5.4M	0.58%
30	DISNEY WALT CO	254687106	45,065	$5.1M	0.55%
31	TEXAS INSTRS INC	882508104	29,502	$5.1M	0.55%
32	JPMORGAN CHASE & CO.	VYLD	15,700	$5.1M	0.54%
33	ALPHABET INC	GOOG	16,078	$5.0M	0.54%
34	INVESCO EXCHANGE TRADED FD T	IVZ	43,067	$5.0M	0.54%
35	VANGUARD INDEX FDS	922908595	16,589	$5.0M	0.54%
36	APPLIED MATLS INC	038222105	19,294	$5.0M	0.53%
37	BERKSHIRE HATHAWAY INC DEL	BRK-A	9,825	$4.9M	0.53%
38	VANGUARD INDEX FDS	922908611	23,298	$4.9M	0.53%
39	CALAMOS ETF TR	12811T571	177,338	$4.7M	0.51%
40	VISA INC	V	13,143	$4.6M	0.49%
41	BOEING CO	BA-PA	20,856	$4.5M	0.48%
42	FORTINET INC	FTNT	54,690	$4.3M	0.46%
43	VANGUARD SCOTTSDALE FDS	92206C102	72,979	$4.3M	0.46%
44	BANK AMERICA CORP	060505104	77,601	$4.3M	0.46%
45	ABBVIE INC	ABBV	18,600	$4.2M	0.45%
46	VANGUARD INDEX FDS	922908512	23,867	$4.2M	0.45%
47	NETFLIX INC	NFLX	41,409	$3.9M	0.41%
48	INVESCO EXCHANGE TRADED FD T	IVZ	30,153	$3.8M	0.41%
49	AMGEN INC	AMGN	11,677	$3.8M	0.41%
50	VIKING THERAPEUTICS INC	VKTX	107,913	$3.8M	0.41%
51	GE AEROSPACE	369604301	11,865	$3.7M	0.39%
52	HARTFORD INSURANCE GROUP INC	HIG-PG	26,287	$3.6M	0.39%
53	ISHARES TR	464287689	9,363	$3.6M	0.39%
54	AMERICAN EXPRESS CO	AXP	9,598	$3.6M	0.38%
55	NETEASE INC	NETTF	25,370	$3.5M	0.37%
56	GENERAL MTRS CO	37045V100	41,397	$3.4M	0.36%
57	VANGUARD WORLD FD	92204A702	4,423	$3.3M	0.36%
58	ISHARES TR	464287655	13,198	$3.2M	0.35%
59	VANGUARD INTL EQUITY INDEX F	922042858	60,183	$3.2M	0.35%
60	ORACLE CORP	ORCL-PD	16,572	$3.2M	0.34%
61	FEDEX CORP	FDX	11,024	$3.2M	0.34%
62	ISHARES TR	464288869	20,082	$3.2M	0.34%
63	ISHARES TR	464288679	27,976	$3.1M	0.33%
64	BERKSHIRE HATHAWAY INC DEL	BRK-A	4	$3.0M	0.32%
65	ISHARES TR	464287861	43,632	$3.0M	0.32%
66	MORGAN STANLEY	MS-PQ	16,718	$3.0M	0.32%
67	INVESCO EXCHANGE TRADED FD T	IVZ	50,048	$3.0M	0.32%
68	KLA CORP	KLAC	2,374	$2.9M	0.31%
69	INVESCO EXCHANGE TRADED FD T	IVZ	59,950	$2.8M	0.30%
70	INVESCO EXCHANGE TRADED FD T	IVZ	57,451	$2.8M	0.30%
71	CENCORA INC	COR	8,242	$2.8M	0.30%
72	ISHARES TR	464287234	50,299	$2.8M	0.29%
73	DEERE & CO	DE	5,865	$2.7M	0.29%
74	BLACKSTONE INC	BX	17,018	$2.6M	0.28%
75	CATERPILLAR INC	CAT	4,509	$2.6M	0.28%
76	RTX CORPORATION	RTX	13,967	$2.6M	0.27%
77	SALESFORCE INC	CRM	9,649	$2.6M	0.27%
78	CSX CORP	CSX	69,449	$2.5M	0.27%
79	PALO ALTO NETWORKS INC	PANW	13,604	$2.5M	0.27%
80	SELECT SECTOR SPDR TR	81369Y506	54,911	$2.5M	0.26%
81	CME GROUP INC	CME	8,742	$2.4M	0.25%
82	EATON CORP PLC	ETN	7,326	$2.3M	0.25%
83	LOWES COS INC	548661107	9,427	$2.3M	0.24%
84	GLOBAL X FDS	37954Y459	145,341	$2.2M	0.24%
85	FIRST TR EXCHANGE TRADED FD	33734X846	30,800	$2.2M	0.24%
86	VANGUARD WORLD FD	92204A504	7,632	$2.2M	0.23%
87	WALMART INC	WMT	19,661	$2.2M	0.23%
88	J P MORGAN EXCHANGE TRADED F	46654Q203	37,617	$2.2M	0.23%
89	DELL TECHNOLOGIES INC	DELL	17,183	$2.2M	0.23%
90	GLOBAL X FDS	37954Y483	122,004	$2.2M	0.23%
91	JOHNSON & JOHNSON	JNJ	10,372	$2.1M	0.23%
92	QUALCOMM INC	QCOM	12,546	$2.1M	0.23%
93	PAYPAL HLDGS INC	PYPL	36,506	$2.1M	0.23%
94	SERVICENOW INC	NOW	13,785	$2.1M	0.23%
95	AUTONATION INC	AN	10,118	$2.1M	0.22%
96	BLACKSTONE SECD LENDING FD	BX	79,284	$2.1M	0.22%
97	INVESCO EXCHANGE TRADED FD T	IVZ	39,965	$2.1M	0.22%
98	BOOKING HOLDINGS INC	BKNG	383	$2.1M	0.22%
99	HYATT HOTELS CORP	H	12,717	$2.0M	0.22%
100	VANGUARD TAX-MANAGED FDS	921943858	32,272	$2.0M	0.22%
101	CITIGROUP INC	C-PR	17,242	$2.0M	0.21%
102	VANGUARD SCOTTSDALE FDS	92206C714	21,574	$2.0M	0.21%
103	WASTE MGMT INC DEL	94106L109	9,051	$2.0M	0.21%
104	SPDR SERIES TRUST	78464A888	19,192	$2.0M	0.21%
105	ISHARES TR	46432F339	9,915	$2.0M	0.21%
106	VANGUARD INDEX FDS	922908538	7,003	$2.0M	0.21%
107	MARATHON PETE CORP	MARA	11,791	$1.9M	0.20%
108	INVESCO EXCHANGE TRADED FD T	IVZ	25,112	$1.9M	0.20%
109	VANGUARD INDEX FDS	922908744	9,867	$1.9M	0.20%
110	CANADIAN PACIFIC KANSAS CITY	CP	25,466	$1.9M	0.20%
111	ARES MANAGEMENT CORPORATION	ARES-PB	11,556	$1.9M	0.20%
112	MARVELL TECHNOLOGY INC	MRVL	21,851	$1.9M	0.20%
113	HOWMET AEROSPACE INC	HWM	8,961	$1.8M	0.20%
114	CLOUDFLARE INC	NET	9,317	$1.8M	0.20%
115	ISHARES TR	464288810	29,278	$1.8M	0.19%
116	ISHARES TR	464287200	2,650	$1.8M	0.19%
117	CHEVRON CORP NEW	CVX	11,548	$1.8M	0.19%
118	ST JOE CO	JOE	29,450	$1.7M	0.19%
119	GE VERNOVA INC	GEV	2,638	$1.7M	0.18%
120	GLOBAL X FDS	37954Y475	42,428	$1.7M	0.18%
121	INVESCO EXCHANGE TRADED FD T	IVZ	20,268	$1.7M	0.18%
122	VANGUARD WORLD FD	92204A884	8,597	$1.7M	0.18%
123	HOME DEPOT INC	HD	4,813	$1.7M	0.18%
124	VANGUARD WORLD FD	92204A405	12,369	$1.7M	0.18%
125	VANGUARD SCOTTSDALE FDS	92206C680	13,426	$1.6M	0.17%
126	VANGUARD INDEX FDS	922908769	4,772	$1.6M	0.17%
127	TIDAL TRUST I	886364231	63,992	$1.6M	0.17%
128	INVESCO EXCHANGE TRADED FD T	IVZ	15,801	$1.6M	0.17%
129	MICRON TECHNOLOGY INC	MU	5,510	$1.6M	0.17%
130	VIRTUS ETF TR II	92790A504	36,851	$1.5M	0.17%
131	VANGUARD WORLD FD	92204A108	3,847	$1.5M	0.16%
132	EBAY INC.	EBAY	17,319	$1.5M	0.16%
133	SHOPIFY INC	SHOP	9,325	$1.5M	0.16%
134	ISHARES TR	464287309	12,122	$1.5M	0.16%
135	TRAVELERS COMPANIES INC	TRV	5,111	$1.5M	0.16%
136	INVESCO EXCHANGE TRADED FD T	IVZ	20,546	$1.5M	0.16%
137	SPDR GOLD TR	GLD	3,708	$1.5M	0.16%
138	VERTEX PHARMACEUTICALS INC	VRTX	3,215	$1.5M	0.16%
139	PULTE GROUP INC	745867101	12,402	$1.5M	0.16%
140	J P MORGAN EXCHANGE TRADED F	46641Q332	25,293	$1.4M	0.15%
141	MARRIOTT INTL INC NEW	571903202	4,658	$1.4M	0.15%
142	ISHARES INC	46434G822	17,842	$1.4M	0.15%
143	VANGUARD INDEX FDS	922908553	16,246	$1.4M	0.15%
144	SPDR SERIES TRUST	78464A102	5,110	$1.4M	0.15%
145	VANECK ETF TRUST	92189F726	7,473	$1.4M	0.15%
146	VANGUARD SPECIALIZED FUNDS	921908844	6,324	$1.4M	0.15%
147	ISHARES TR	464287150	9,263	$1.4M	0.15%
148	INTUITIVE SURGICAL INC	ISRG	2,421	$1.4M	0.15%
149	CISCO SYS INC	CSCO	17,759	$1.4M	0.15%
150	NIKE INC	NKE	21,286	$1.4M	0.14%
151	FAIR ISAAC CORP	FICO	798	$1.3M	0.14%
152	FIRST TR EXCHANGE-TRADED FD	33734H106	29,232	$1.3M	0.14%
153	CHENIERE ENERGY INC	LNG	6,885	$1.3M	0.14%
154	ISHARES TR	464287804	11,066	$1.3M	0.14%
155	EOG RES INC	EOG	12,645	$1.3M	0.14%
156	AMERICAN INTL GROUP INC	026874784	15,497	$1.3M	0.14%
157	ISHARES TR	464289867	20,175	$1.3M	0.14%
158	KKR & CO INC	KKRT	10,260	$1.3M	0.14%
159	SELECT SECTOR SPDR TR	81369Y852	11,014	$1.3M	0.14%
160	INVESCO EXCHANGE TRADED FD T	IVZ	12,159	$1.3M	0.14%
161	BLOCK INC	BSQKZ	19,481	$1.3M	0.14%
162	VANGUARD WORLD FD	921910816	3,071	$1.3M	0.14%
163	SELECT SECTOR SPDR TR	81369Y407	10,312	$1.2M	0.13%
164	DIMENSIONAL ETF TRUST	25434V500	17,625	$1.2M	0.13%
165	VANGUARD INTL EQUITY INDEX F	922042718	8,467	$1.2M	0.13%
166	LOCKHEED MARTIN CORP	LMT	2,472	$1.2M	0.13%
167	SPDR SERIES TRUST	78464A870	9,784	$1.2M	0.13%
168	WISDOMTREE TR	WT	8,240	$1.2M	0.13%
169	CUMMINS INC	CMI	2,318	$1.2M	0.13%
170	S&P GLOBAL INC	SPGI	2,257	$1.2M	0.13%
171	UNION PAC CORP	UNP	4,974	$1.2M	0.12%
172	SHERWIN WILLIAMS CO	SHW	3,520	$1.1M	0.12%
173	HCA HEALTHCARE INC	HCA	2,435	$1.1M	0.12%
174	MOODYS CORP	MCO	2,215	$1.1M	0.12%
175	ALIBABA GROUP HLDG LTD	BBAAY	7,654	$1.1M	0.12%
176	BRISTOL-MYERS SQUIBB CO	CELG-RI	20,451	$1.1M	0.12%
177	SCHWAB CHARLES CORP	SCHW-PJ	11,031	$1.1M	0.12%
178	VANGUARD INTL EQUITY INDEX F	922042874	13,140	$1.1M	0.12%
179	KENVUE INC	KVUE	63,374	$1.1M	0.12%
180	INVESCO EXCHANGE TRADED FD T	IVZ	49,427	$1.1M	0.12%
181	UNITEDHEALTH GROUP INC	UNH	3,263	$1.1M	0.12%
182	TJX COS INC NEW	872540109	6,975	$1.1M	0.11%
183	AT&T INC	T-PC	42,829	$1.1M	0.11%
184	COSTAR GROUP INC	CSGP	15,656	$1.1M	0.11%
185	INTERNATIONAL BUSINESS MACHS	INTR	3,546	$1.1M	0.11%
186	THE CIGNA GROUP	125523100	3,815	$1.1M	0.11%
187	SPDR SERIES TRUST	78464A698	16,051	$1.0M	0.11%
188	PROCTER AND GAMBLE CO	742718109	7,202	$1.0M	0.11%
189	INVESCO EXCHANGE TRADED FD T	IVZ	22,440	$1.0M	0.11%
190	MERCK & CO INC	MRK	9,566	$1.0M	0.11%
191	MSCI INC	MSCI	1,727	$990,916	0.11%
192	ELEVANCE HEALTH INC FORMERLY	ELV	2,823	$989,603	0.11%
193	MCKESSON CORP	MCK	1,205	$988,778	0.11%
194	CONOCOPHILLIPS	COP	10,482	$981,221	0.10%
195	WISDOMTREE TR	WT	11,478	$974,253	0.10%
196	HEALTHEQUITY INC	HQY	10,616	$972,532	0.10%
197	ROBLOX CORP	RBLX	11,989	$971,469	0.10%
198	PRUDENTIAL FINL INC	PUKPF	8,549	$965,053	0.10%
199	ABBOTT LABS	ABLZF	7,666	$960,429	0.10%
200	ISHARES TR	464288836	11,273	$956,247	0.10%
201	MCDONALDS CORP	MCD	3,126	$955,519	0.10%
202	MADISON SQUARE GRDN SPRT COR	55825T103	3,693	$955,195	0.10%
203	VAIL RESORTS INC	MTN	7,168	$951,870	0.10%
204	LENNAR CORP	LEN-B	9,228	$948,639	0.10%
205	PHILLIPS 66	PSX	7,238	$933,992	0.10%
206	AMPHENOL CORP NEW	032095101	6,908	$933,574	0.10%
207	ELANCO ANIMAL HEALTH INC	ELAN	41,010	$928,057	0.10%
208	GILEAD SCIENCES INC	GILD	7,476	$917,642	0.10%
209	VANGUARD WORLD FD	92204A306	7,282	$916,918	0.10%
210	INVESCO EXCHANGE TRADED FD T	IVZ	13,742	$914,088	0.10%
211	HONEYWELL INTL INC	438516106	4,668	$910,583	0.10%
212	F5 INC	FFIV	3,558	$908,216	0.10%
213	SNOWFLAKE INC	SNOW	4,131	$906,177	0.10%
214	PALANTIR TECHNOLOGIES INC	PLTR	5,064	$900,049	0.10%
215	WYNN RESORTS LTD	WYNN	7,470	$898,916	0.10%
216	QUANTA SVCS INC	74762E102	2,127	$897,713	0.10%
217	COMCAST CORP NEW	CCZ	29,901	$893,731	0.10%
218	VANGUARD INDEX FDS	922908363	1,367	$857,471	0.09%
219	CORNING INC	GLW	9,748	$853,546	0.09%
220	FIDELITY COMWLTH TR	315912808	9,247	$845,176	0.09%
221	CENTRAL SECS CORP	155123102	16,460	$834,710	0.09%
222	WISDOMTREE TR	WT	12,490	$834,332	0.09%
223	INTUIT	INTU	1,258	$833,253	0.09%
224	VERIZON COMMUNICATIONS INC	VZ	20,395	$830,706	0.09%
225	METLIFE INC	MET-PF	10,379	$819,283	0.09%
226	OCCIDENTAL PETE CORP	674599105	19,612	$806,460	0.09%
227	RED ROCK RESORTS INC	RRR	12,980	$804,111	0.09%
228	VANGUARD WORLD FD	92204A876	4,331	$801,471	0.09%
229	WISDOMTREE TR	WT	6,936	$797,502	0.09%
230	ISHARES TR	46432F396	3,108	$777,873	0.08%
231	ASML HOLDING N V	ASMLF	724	$774,579	0.08%
232	HOWARD HUGHES HOLDINGS INC	HHH	9,636	$768,664	0.08%
233	SCHWAB STRATEGIC TR	808524797	27,921	$765,870	0.08%
234	CROWDSTRIKE HLDGS INC	CRWD	1,631	$764,548	0.08%
235	SELECT SECTOR SPDR TR	81369Y209	4,894	$757,613	0.08%
236	CINTAS CORP	CTAS	4,012	$754,537	0.08%
237	ETF OPPORTUNITIES TRUST	26923N744	16,528	$752,845	0.08%
238	VANGUARD WORLD FD	92204A801	3,620	$751,350	0.08%
239	ISHARES TR	464287192	10,036	$747,816	0.08%
240	VALERO ENERGY CORP	VLO	4,535	$738,253	0.08%
241	BLACKSTONE MTG TR INC	BX	38,319	$733,043	0.08%
242	WISDOMTREE TR	WT	11,107	$731,416	0.08%
243	DIMENSIONAL ETF TRUST	25434V609	12,195	$726,091	0.08%
244	EXXON MOBIL CORP	XOM	6,031	$725,761	0.08%
245	COCA COLA CO	KO	10,305	$720,427	0.08%
246	WELLS FARGO CO NEW	949746101	7,704	$717,990	0.08%
247	DIMENSIONAL ETF TRUST	25434V708	18,091	$716,223	0.08%
248	CAPITAL ONE FINL CORP	14040H105	2,949	$714,720	0.08%
249	DANAHER CORPORATION	235851102	3,114	$712,876	0.08%
250	ISHARES TR	464288885	6,232	$709,972	0.08%
251	ANYWHERE REAL ESTATE INC	75605Y106	50,000	$708,000	0.08%
252	VANGUARD WORLD FD	92204A603	2,356	$702,982	0.08%
253	DRAFTKINGS INC NEW	DKNG	20,222	$696,851	0.07%
254	ETF SER SOLUTIONS	26922A842	24,463	$686,677	0.07%
255	SOUTHWEST AIRLS CO	844741108	16,236	$671,014	0.07%
256	ISHARES TR	46432F842	7,311	$654,043	0.07%
257	CIMPRESS PLC	CMPR	9,697	$645,724	0.07%
258	SLB LIMITED	SLB	16,613	$637,608	0.07%
259	NOVO-NORDISK A S	NONOF	12,344	$628,063	0.07%
260	ELLSWORTH GROWTH & INCOME FD	289074106	53,857	$626,352	0.07%
261	TRANE TECHNOLOGIES PLC	TT	1,594	$620,473	0.07%
262	MERCADOLIBRE INC	MELI	307	$618,378	0.07%
263	PROSHARES TR	74347R206	8,782	$618,341	0.07%
264	CALAMOS CONV OPPORTUNITIES &	128117108	58,696	$615,135	0.07%
265	ULTA BEAUTY INC	ULTA	1,006	$608,399	0.06%
266	WISDOMTREE TR	WT	8,575	$607,625	0.06%
267	INVESCO EXCHANGE TRADED FD T	IVZ	3,162	$605,658	0.06%
268	RITHM CAPITAL CORP	RITM-PF	55,468	$604,602	0.06%
269	EMERSON ELEC CO	EMR	4,546	$603,393	0.06%
270	INVESCO EXCHANGE TRADED FD T	IVZ	9,380	$601,838	0.06%
271	VANGUARD INTL EQUITY INDEX F	922042866	6,603	$596,929	0.06%
272	TELEFONAKTIEBOLAGET LM ERICS	294821608	61,525	$593,720	0.06%
273	APOLLO GLOBAL MGMT INC	03769M106	4,043	$585,265	0.06%
274	PEPSICO INC	PEP	4,078	$585,203	0.06%
275	AFFIRM HLDGS INC	AFRM	7,810	$581,299	0.06%
276	FORD MTR CO	345370860	44,083	$578,366	0.06%
277	EXCHANGE TRADED CONCEPTS TRU	301505475	9,073	$576,125	0.06%
278	KEYCORP	493267108	27,852	$574,866	0.06%
279	DATADOG INC	DDOG	4,212	$572,790	0.06%
280	SPDR DOW JONES INDL AVERAGE	78467X109	1,185	$569,632	0.06%
281	US BANCORP DEL	USB-PS	10,660	$568,839	0.06%
282	JOHNSON CTLS INTL PLC	G51502105	4,738	$567,376	0.06%
283	THERMO FISHER SCIENTIFIC INC	TMO	979	$567,282	0.06%
284	DOMINION ENERGY INC	D	9,676	$566,917	0.06%
285	CORTEVA INC	CTVA	8,450	$566,404	0.06%
286	COUPANG INC	CPNG	23,749	$560,239	0.06%
287	AMPLIFY ETF TR	032108409	12,580	$559,832	0.06%
288	GARTNER INC	IT	2,212	$558,044	0.06%
289	VANGUARD BD INDEX FDS	921937835	7,512	$556,441	0.06%
290	LIBERTY ALL STAR EQUITY FD	530158104	88,551	$556,103	0.06%
291	DIAMONDBACK ENERGY INC	FANG	3,675	$552,404	0.06%
292	SELECT SECTOR SPDR TR	81369Y886	12,841	$548,183	0.06%
293	VANGUARD WORLD FD	921910709	8,422	$547,515	0.06%
294	PFIZER INC	PFE	21,988	$547,492	0.06%
295	ALLSTATE CORP	ALL-PJ	2,612	$543,688	0.06%
296	INVESCO EXCHANGE TRADED FD T	IVZ	4,772	$543,337	0.06%
297	ROYAL CARIBBEAN GROUP	V7780T103	1,935	$539,711	0.06%
298	LULULEMON ATHLETICA INC	LULU	2,595	$539,267	0.06%
299	AUTODESK INC	ADSK	1,819	$538,501	0.06%
300	SEAGATE TECHNOLOGY HLDNGS PL	SE	1,948	$536,558	0.06%
301	ALTRIA GROUP INC	MO	9,304	$536,482	0.06%
302	INTERCONTINENTAL EXCHANGE IN	45866F104	3,309	$535,990	0.06%
303	AIRBNB INC	ABNB	3,947	$535,687	0.06%
304	GABELLI DIVID & INCOME TR	36242H104	19,137	$531,424	0.06%
305	CIENA CORP	CIEN	2,263	$529,248	0.06%
306	INVESCO EXCHANGE TRADED FD T	IVZ	9,240	$527,974	0.06%
307	DIMENSIONAL ETF TRUST	25434V807	10,571	$527,493	0.06%
308	ISHARES TR	464287556	3,094	$522,156	0.06%
309	UNITED PARCEL SERVICE INC	UPS	5,252	$520,957	0.06%
310	NOV INC	NOV	32,794	$512,571	0.05%
311	AMERICAN ELEC PWR CO INC	025537101	4,430	$510,824	0.05%
312	ABSCI CORPORATION	ABSI	145,792	$508,815	0.05%
313	SELECT SECTOR SPDR TR	81369Y100	11,202	$508,011	0.05%
314	VANGUARD SCOTTSDALE FDS	92206C664	5,066	$504,169	0.05%
315	VANGUARD CHARLOTTE FDS	92203J407	10,401	$502,562	0.05%
316	NOVARTIS AG	NVSEF	3,631	$500,606	0.05%
317	TRIPLE FLAG PRECIOUS METAL	TFPM	15,049	$499,928	0.05%
318	INVESCO EXCHANGE TRADED FD T	IVZ	24,456	$498,541	0.05%
319	HILTON WORLDWIDE HLDGS INC	HLT	1,735	$498,379	0.05%
320	DILLARDS INC	254067101	819	$496,532	0.05%
321	INTEL CORP	INTC	13,404	$494,591	0.05%
322	U HAUL HOLDING COMPANY	UHAL-B	10,451	$488,499	0.05%
323	PNC FINL SVCS GROUP INC	693475105	2,294	$478,740	0.05%
324	ALASKA AIR GROUP INC	ALK	9,516	$478,675	0.05%
325	REGENERON PHARMACEUTICALS	REGN	616	$475,472	0.05%
326	ASTRAZENECA PLC	AZN	5,171	$475,343	0.05%
327	CONSTRUCTION PARTNERS INC	ROAD	4,350	$472,193	0.05%
328	DELTA AIR LINES INC DEL	DAL	6,697	$464,745	0.05%
329	REGAL REXNORD CORPORATION	RRX	3,308	$464,179	0.05%
330	GEN DIGITAL INC	GENVR	17,071	$464,156	0.05%
331	WESTERN DIGITAL CORP	WDC	2,675	$460,749	0.05%
332	NUCOR CORP	NUE	2,822	$460,309	0.05%
333	ISHARES TR	46429B697	4,797	$451,654	0.05%
334	EXPEDIA GROUP INC	EXPE	1,588	$449,897	0.05%
335	WESCO INTL INC	95082P105	1,836	$449,160	0.05%
336	SUNCOR ENERGY INC NEW	SU	10,023	$444,635	0.05%
337	3M CO	MMM	2,773	$444,004	0.05%
338	ISHARES TR	46436E718	4,409	$442,526	0.05%
339	ELECTRONIC ARTS INC	EA	2,152	$439,719	0.05%
340	WISDOMTREE TR	WT	8,478	$437,465	0.05%
341	MASCO CORP	MAS	6,884	$436,881	0.05%
342	NUVEEN DOW 30 DYNMC OVERWRT	NU	28,143	$429,463	0.05%
343	ISHARES INC	46434G103	6,357	$427,318	0.05%
344	LINDE PLC	LIN	1,002	$427,243	0.05%
345	EDWARDS LIFESCIENCES CORP	EW	5,010	$427,103	0.05%
346	AMPLIFY ETF TR	032108722	11,049	$423,730	0.05%
347	AUTOLIV INC	ALV	3,553	$421,721	0.05%
348	FIRST TR EXCHANGE-TRADED FD	337344105	2,965	$421,414	0.05%
349	CANADIAN NAT RES LTD	136385101	12,445	$421,264	0.04%
350	GENUINE PARTS CO	GPC	3,398	$417,819	0.04%
351	GRANITESHARES GOLD TR	BAR	9,767	$415,000	0.04%
352	AAR CORP	AIR	5,000	$413,950	0.04%
353	PHILIP MORRIS INTL INC	718172109	2,572	$412,549	0.04%
354	ISHARES TR	46434V860	8,174	$412,469	0.04%
355	RADIAN GROUP INC	RDN	11,456	$412,302	0.04%
356	MATTEL INC	MAT	20,759	$411,859	0.04%
357	ISHARES TR	464287598	1,930	$405,957	0.04%
358	TRUIST FINL CORP	89832Q109	8,158	$401,472	0.04%
359	FACTSET RESH SYS INC	303075105	1,380	$400,527	0.04%
360	SPDR SERIES TRUST	78464A714	4,690	$400,011	0.04%
361	COGNIZANT TECHNOLOGY SOLUTIO	CTSH	4,750	$394,280	0.04%
362	PG&E CORP	PCG-PX	24,454	$392,982	0.04%
363	AUTOMATIC DATA PROCESSING IN	ADP	1,508	$387,903	0.04%
364	SPHERE ENTERTAINMENT CO	SPHR	4,074	$387,356	0.04%
365	BRIGHTHOUSE FINL INC	10922N103	5,978	$387,315	0.04%
366	GOOSEHEAD INS INC	GSHD	5,251	$386,737	0.04%
367	ESSENTIAL UTILS INC	29670G102	10,062	$385,979	0.04%
368	WILLIAMS COS INC	969457100	6,412	$385,419	0.04%
369	ACCENTURE PLC IRELAND	ACN	1,433	$384,497	0.04%
370	ROCKET COS INC	77311W101	19,796	$383,251	0.04%
371	UBER TECHNOLOGIES INC	UBER	4,689	$383,139	0.04%
372	WHIRLPOOL CORP	WHR-PA	5,295	$381,982	0.04%
373	L3HARRIS TECHNOLOGIES INC	LHX	1,292	$379,394	0.04%
374	HANCOCK JOHN FINL OPPTYS FD	409735206	10,784	$378,303	0.04%
375	YUM BRANDS INC	YUM	2,494	$377,293	0.04%
376	ARCH CAP GROUP LTD	G0450A105	3,926	$376,582	0.04%
377	ONESTREAM INC	OS	20,484	$376,496	0.04%
378	ISHARES TR	46435G243	14,871	$375,345	0.04%
379	M/I HOMES INC	MHO	2,929	$374,766	0.04%
380	CHOICE HOTELS INTL INC	169905106	3,890	$370,594	0.04%
381	SPDR S&P MIDCAP 400 ETF TR	MDY	612	$369,396	0.04%
382	BITWISE BITCOIN ETF TR	BITB	7,759	$369,019	0.04%
383	BLACKROCK INC	BLK	344	$368,197	0.04%
384	BROOKFIELD CORP	11271J107	8,010	$367,579	0.04%
385	ISHARES TR	464288877	5,132	$366,477	0.04%
386	LPL FINL HLDGS INC	50212V100	1,025	$366,100	0.04%
387	DUPONT DE NEMOURS INC	DD	9,097	$365,700	0.04%
388	ADVANCED DRAIN SYS INC DEL	00790R104	2,523	$365,407	0.04%
389	LAMB WESTON HLDGS INC	LW	8,723	$365,404	0.04%
390	VANGUARD SCOTTSDALE FDS	92206C813	4,809	$364,763	0.04%
391	VIRTUS EQUITY & CONV INCM FD	92841M101	14,633	$364,666	0.04%
392	ISHARES INC	464286822	5,213	$361,401	0.04%
393	VANGUARD WHITEHALL FDS	921946406	2,468	$354,230	0.04%
394	D R HORTON INC	23331A109	2,441	$351,578	0.04%
395	RBC BEARINGS INC	RBC	783	$351,121	0.04%
396	DIMENSIONAL ETF TRUST	25434V724	7,491	$349,006	0.04%
397	T-MOBILE US INC	TMUSZ	1,713	$347,808	0.04%
398	FISERV INC	FISV	5,172	$347,429	0.04%
399	PIMCO GLOBAL STOCKSPLS INCM	722011103	37,784	$344,967	0.04%
400	INVESCO EXCHANGE TRADED FD T	IVZ	4,365	$344,224	0.04%
401	ARISTA NETWORKS INC	ANET	2,593	$339,706	0.04%
402	TWILIO INC	TWLO	2,377	$338,105	0.04%
403	TOLL BROTHERS INC	TOL	2,500	$338,050	0.04%
404	FIDELITY NATL INFORMATION SV	31620M106	5,080	$337,591	0.04%
405	SKYWORKS SOLUTIONS INC	SWKS	5,301	$336,146	0.04%
406	THE TRADE DESK INC	88339J105	8,840	$335,567	0.04%
407	PARAMOUNT SKYDANCE CORP	PSKY	25,030	$335,401	0.04%
408	SOUTHERN CO	SOMN	3,845	$335,244	0.04%
409	HDFC BANK LTD	HDB	9,146	$334,195	0.04%
410	ADEIA INC	ADEA	19,250	$332,065	0.04%
411	WARNER BROS DISCOVERY INC	WBD	11,499	$331,402	0.04%
412	GLOBAL X FDS	37954Y343	6,786	$328,523	0.04%
413	ISHARES BITCOIN TRUST ETF	IBIT	6,614	$328,386	0.04%
414	FIRST TR EXCHANGE TRADED FD	33734X176	1,950	$328,146	0.04%
415	LIVE NATION ENTERTAINMENT IN	LYV	2,299	$327,608	0.03%
416	ODDITY TECH LTD	ODD	8,111	$325,900	0.03%
417	NEW YORK TIMES CO	NYT	4,655	$323,162	0.03%
418	NUSHARES ETF TR	NU	6,756	$322,552	0.03%
419	QNITY ELECTRONICS INC	Q	3,949	$322,436	0.03%
420	BORR DRILLING LTD	BORR	80,000	$322,400	0.03%
421	REVVITY INC	RVTY	3,294	$318,695	0.03%
422	EAST WEST BANCORP INC	EWBC	2,835	$318,626	0.03%
423	VANGUARD WORLD FD	921910873	1,244	$312,572	0.03%
424	TE CONNECTIVITY PLC	TEL	1,371	$311,917	0.03%
425	MONSTER BEVERAGE CORP NEW	MNST	4,036	$309,462	0.03%
426	CARRIER GLOBAL CORPORATION	CARR	5,818	$307,424	0.03%
427	BOSTON SCIENTIFIC CORP	BSX	3,205	$305,597	0.03%
428	FIRST TR EXCHANGE-TRADED ALP	33735K108	1,896	$303,126	0.03%
429	MGM RESORTS INTERNATIONAL	MGM	8,271	$301,796	0.03%
430	ISHARES TR	464287648	934	$301,692	0.03%
431	PROSHARES TR	74347R107	5,148	$298,173	0.03%
432	AMERIPRISE FINL INC	03076C106	605	$296,656	0.03%
433	WEYERHAEUSER CO MTN BE	WY	12,436	$294,608	0.03%
434	NXP SEMICONDUCTORS N V	NXPI	1,356	$294,334	0.03%
435	SPDR SERIES TRUST	78464A763	2,109	$293,489	0.03%
436	CALAMOS STRATEGIC TOTAL RETU	CSQ	15,147	$290,823	0.03%
437	DOUBLELINE INCOME SOLUTIONS	DSL	25,774	$290,473	0.03%
438	ACADIAN ASSET MANAGEMENT INC	AAMI	6,170	$290,004	0.03%
439	ALLEGION PLC	ALLE	1,816	$289,198	0.03%
440	ARCHROCK INC	AROC	11,109	$289,068	0.03%
441	FIRST TR EXCHANGE-TRADED FD	336917109	6,507	$288,526	0.03%
442	TIDAL TRUST III	45259A258	11,224	$286,774	0.03%
443	JD.COM INC	JDCMF	9,969	$286,111	0.03%
444	ABRDN GLOBAL INFRA INCOME FU	00326W106	12,716	$284,333	0.03%
445	ONEOK INC NEW	OKE	3,866	$284,151	0.03%
446	DOLLAR GEN CORP NEW	256677105	2,134	$283,332	0.03%
447	GLOBAL E ONLINE LTD	GLBE	7,180	$282,246	0.03%
448	AUTOZONE INC	AZO	83	$281,495	0.03%
449	ISHARES TR	464287606	2,899	$280,856	0.03%
450	NUSHARES ETF TR	NU	2,864	$280,100	0.03%
451	VANGUARD SCOTTSDALE FDS	92206C409	3,506	$279,527	0.03%
452	VANECK ETF TRUST	92189F452	26,455	$278,043	0.03%
453	GUIDEWIRE SOFTWARE INC	GWRE	1,381	$277,595	0.03%
454	BLACKROCK ENHANCED LARGE CAP	BLK	11,872	$277,449	0.03%
455	IDEXX LABS INC	45168D104	409	$276,431	0.03%
456	PACER FDS TR	69374H881	4,567	$274,797	0.03%
457	ISHARES TR	464287465	2,856	$274,302	0.03%
458	INVESCO ACTIVELY MANAGED EXC	IVZ	5,430	$272,847	0.03%
459	NUSHARES ETF TR	NU	6,047	$272,418	0.03%
460	ISHARES INC	46434G863	6,154	$271,823	0.03%
461	CROWN CASTLE INC	CCI	3,051	$271,143	0.03%
462	BITWISE ETHEREUM ETF	ETHW	12,724	$270,640	0.03%
463	SEI INVTS CO	784117103	3,275	$268,616	0.03%
464	ISHARES TR	46435U218	2,200	$266,786	0.03%
465	SPDR SERIES TRUST	78464A797	4,380	$265,806	0.03%
466	NEW JERSEY RES CORP	NJR	5,763	$265,799	0.03%
467	MADISON SQUARE GARDEN ENTMT	558256103	4,910	$264,600	0.03%
468	EXLSERVICE HOLDINGS INC	EXLS	6,233	$264,529	0.03%
469	INVESCO EXCHANGE TRADED FD T	IVZ	18,547	$262,255	0.03%
470	ISHARES TR	464288372	4,266	$261,766	0.03%
471	AMERICAN TOWER CORP NEW	03027X100	1,469	$257,913	0.03%
472	AERCAP HOLDINGS NV	AER	1,786	$256,756	0.03%
473	ISHARES TR	464287440	2,670	$256,748	0.03%
474	SPDR SERIES TRUST	78468R796	4,530	$254,541	0.03%
475	ISHARES TR	464288760	1,185	$254,327	0.03%
476	PACCAR INC	PCAR	2,322	$254,283	0.03%
477	ALPS ETF TR	00162Q452	5,399	$253,858	0.03%
478	SYSCO CORP	SYY	3,431	$252,860	0.03%
479	LISTED FDS TR	53656G498	3,820	$251,939	0.03%
480	LABCORP HOLDINGS INC	LH	1,004	$251,919	0.03%
481	DEUTSCHE BANK A G	D18190898	6,533	$251,913	0.03%
482	ILLINOIS TOOL WKS INC	452308109	1,021	$251,473	0.03%
483	CHIPOTLE MEXICAN GRILL INC	CMG	6,785	$251,063	0.03%
484	QXO INC	QXO-PB	12,968	$250,153	0.03%
485	FLEXSHARES TR	FLEX	6,131	$249,747	0.03%
486	PRIMERICA INC	PRI	962	$248,526	0.03%
487	WILLIS TOWERS WATSON PLC LTD	WTW	755	$248,157	0.03%
488	MGE ENERGY INC	MGEE	3,162	$247,959	0.03%
489	ISHARES TR	464287523	823	$247,861	0.03%
490	WISDOMTREE TR	WT	5,617	$247,429	0.03%
491	REDDIT INC	RDDT	1,071	$246,191	0.03%
492	GENERAL MLS INC	370334104	5,278	$245,414	0.03%
493	WEDBUSH SER TR	947913109	7,729	$244,326	0.03%
494	FIRST TR EXCHANGE-TRADED FD	33733E104	2,641	$244,324	0.03%
495	WISDOMTREE TR	WT	4,290	$244,230	0.03%
496	TARGET CORP	TGT	2,478	$242,204	0.03%
497	QORVO INC	QRVO	2,856	$241,361	0.03%
498	RESMED INC	RSMDF	995	$239,786	0.03%
499	NORFOLK SOUTHN CORP	655844108	830	$239,638	0.03%
500	ECOLAB INC	ECL	904	$237,319	0.03%