Capital Analysts, LLC

13F filer, CIK 1624758, FORT WASHINGTON, PA

Capital Analysts, LLC reported $2,680,908,000 across 1,360 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 33.25% of the portfolio.

Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001624758-25-000004

Period: 2025-03-31
Reported value: $2.68B
Holdings: 1,360
Top 10 weight: 33.25%
New: 143
Sold out: 79

Part of the filer group Capital Analysts, LLC

LINCOLN INVESTMENT PLANNING, LLC

How groups are built

Largest buys vs the previous quarter

Security	Shares change	Approx. value
FMDEadded	+1,885,792	$59.1M
OUSMnew	+836,574	$35.2M
SPIBadded	+1,038,458	$34.5M
BINCadded	+440,868	$23.1M
JCPBadded	+481,451	$22.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
IJHreduced	-909,073	-$53M
SPSMreduced	-891,966	-$36.4M
LQDreduced	-294,997	-$32.1M
RLYreduced	-473,842	-$13.5M
VSSreduced	-88,075	-$10.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001624758-25-000004, largest first. % of portfolio is the value over $2,680,908,000, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SPYMSPDR SERIES TRUST	3,692,715	$243M	9.06%	+152,143	Timeline
IVVISHARES TR	223,051	$125M	4.67%	+6,762	Timeline
IEFAISHARES TR	1,358,162	$103M	3.83%	+92,749	Timeline
FBNDFIDELITY MERRIMACK STR TR	2,217,830	$101M	3.78%	+247,042	Timeline
TDTFFLEXSHARES TR	2,485,292	$60.3M	2.25%	+290,075	Timeline
FMDEFIDELITY COVINGTON TRUST	1,886,630	$59.1M	2.21%	+1,885,792	Timeline
JCPBJ P MORGAN EXCHANGE TRADED F	1,100,599	$51.8M	1.93%	+481,451	Timeline
SPHYSPDR SERIES TRUST	2,151,545	$50.4M	1.88%	+166,582	Timeline
IEMGISHARES INC	906,484	$48.9M	1.82%	-47,361	Timeline
SPIBSPDR SERIES TRUST	1,470,221	$48.9M	1.82%	+1,038,458	Timeline
MSFTMICROSOFT CORP	120,108	$45.1M	1.68%	+4,477	Timeline
AAPLAPPLE INC	197,230	$43.8M	1.63%	-6,334	Timeline
BSVVANGUARD BD INDEX FDS	556,205	$43.5M	1.62%	+55,037	Timeline
ITOTISHARES TR	335,828	$41M	1.53%	-18,574	Timeline
OUSMALPS ETF TR	836,574	$35.2M	1.31%	new	Timeline
USFRWISDOMTREE TR	660,942	$33.3M	1.24%	-107,777	Timeline
BINCBLACKROCK ETF TRUST II	493,995	$25.9M	0.97%	+440,868	Timeline
IAGGISHARES TR	516,986	$25.8M	0.96%	-98,652	Timeline
XLESELECT SECTOR SPDR TR	248,251	$23.2M	0.87%	+5,863	Timeline
WMTWALMART INC	239,725	$21M	0.78%	+2,241	Timeline
IJRISHARES TR	199,248	$20.8M	0.78%	+7,237	Timeline
MUNIPIMCO ETF TR	399,284	$20.6M	0.77%	+201,283	Timeline
OEFISHARES TR	74,956	$20.3M	0.76%	+42,090	Timeline
GSGOLDMAN SACHS GROUP INC	37,009	$20.2M	0.75%	+457	Timeline
DIVIFRANKLIN TEMPLETON ETF TR	617,457	$20.1M	0.75%	+578,811	Timeline
RTXRTX CORPORATION	147,133	$19.5M	0.73%	+5,690	Timeline
IUSBISHARES TR	415,214	$19.1M	0.71%	+34,174	Timeline
RLYSSGA ACTIVE ETF TR	646,187	$18.4M	0.69%	-473,842	Timeline
IVWISHARES TR	198,512	$18.4M	0.69%	+11,123	Timeline
AMZNAMAZON COM INC	92,827	$17.7M	0.66%	+5,223	Timeline
VVISA INC	50,010	$17.5M	0.65%	+1,269	Timeline
CCITIGROUP INC	231,071	$16.4M	0.61%	+4,643	Timeline
MSIMOTOROLA SOLUTIONS INC	35,429	$15.5M	0.58%	+1,077	Timeline
DGROISHARES TR	249,359	$15.4M	0.57%	+24,357	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	28,751	$15.3M	0.57%	+195	Timeline
PGPROCTER & GAMBLE CO	88,775	$15.1M	0.56%	+3,684	Timeline
AVGOBROADCOM INC	89,346	$15M	0.56%	+1,421	Timeline
AEPAMERICAN ELEC PWR CO INC	130,432	$14.3M	0.53%	+5,075	Timeline
COPCONOCOPHILLIPS	134,622	$14.1M	0.53%	+9,740	Timeline
SPGIS&P GLOBAL INC	27,503	$14M	0.52%	+1,112	Timeline
MSMORGAN STANLEY	118,081	$13.8M	0.51%	+2,726	Timeline
JPMJPMORGAN CHASE & CO	54,996	$13.5M	0.5%	-354	Timeline
IVEISHARES TR	69,579	$13.3M	0.49%	+12,739	Timeline
JCIJOHNSON CONTROLS INTERNATION	165,278	$13.2M	0.49%	+4,941	Timeline
MUBISHARES TR	121,735	$12.8M	0.48%	-67,656	Timeline
ABTABBOTT LABORATORIES	93,742	$12.4M	0.46%	+5,067	Timeline
EOGEOG RES INC	94,875	$12.2M	0.45%	+5,599	Timeline
VUGVANGUARD INDEX FDS	32,775	$12.2M	0.45%	+4,952	Timeline
AMTAMERICAN TOWER CORP	55,090	$12M	0.45%	+4,213	Timeline
SPYGSPDR SERIES TRUST	148,195	$11.9M	0.44%	+16,325	Timeline
IQLTISHARES TR	299,688	$11.9M	0.44%	+255,093	Timeline
MDTMEDTRONIC PLC	130,732	$11.7M	0.44%	+9,432	Timeline
BDXBECTON DICKINSON & CO	50,816	$11.6M	0.43%	+4,035	Timeline
SPTMSPDR SERIES TRUST	169,431	$11.5M	0.43%	-17,841	Timeline
APDAIR PRODUCTS AND CHEMICALS I	38,852	$11.5M	0.43%	+1,947	Timeline
IXUSISHARES TR	159,780	$11.2M	0.42%	+7,055	Timeline
DHID R HORTON INC	83,630	$10.6M	0.4%	+5,740	Timeline
HYMBSPDR SERIES TRUST	415,547	$10.5M	0.39%	+14,597	Timeline
VIGVANGUARD SPECIALIZED FUNDS	53,295	$10.3M	0.39%	+6,024	Timeline
ZTSZOETIS INC	62,275	$10.3M	0.38%	+4,562	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	177,197	$10.1M	0.38%	-5,766	Timeline
LHXL3HARRIS TECHNOLOGIES INC	47,810	$10M	0.37%	+3,300	Timeline
VTVVANGUARD INDEX FDS	57,565	$9.94M	0.37%	+6,437	Timeline
GOOGLALPHABET INC	63,627	$9.84M	0.37%	+4,069	Timeline
DEMWISDOMTREE TR	232,965	$9.8M	0.37%	-14,951	Timeline
CMCSACOMCAST CORP NEW	264,887	$9.77M	0.36%	+13,629	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	56,004	$9.66M	0.36%	+1,490	Timeline
PVALPUTNAM ETF TRUST	250,997	$9.56M	0.36%	+186,734	Timeline
VYMVANGUARD WHITEHALL FDS	68,988	$8.9M	0.33%	+4,881	Timeline
VTIVANGUARD INDEX FDS	31,974	$8.79M	0.33%	+9,062	Timeline
QUALISHARES TR	51,248	$8.76M	0.33%	+11,459	Timeline
MAMASTERCARD INCORPORATED	15,472	$8.48M	0.32%	+13	Timeline
VUSBVANGUARD BD INDEX FDS	163,940	$8.17M	0.3%	-91,570	Timeline
FBCGFIDELITY COVINGTON TRUST	195,935	$7.83M	0.29%	+113,263	Timeline
MCDMCDONALDS CORP	24,910	$7.78M	0.29%	+682	Timeline
DYNFBLACKROCK ETF TRUST	155,754	$7.59M	0.28%	+19,215	Timeline
CVXCHEVRON CORPORATION	45,230	$7.57M	0.28%	+2,456	Timeline
JNJJOHNSON & JOHNSON	44,284	$7.34M	0.27%	+1,257	Timeline
IAUISHARES GOLD TR	123,374	$7.27M	0.27%	+96,567	Timeline
NVDANVIDIA CORPORATION	65,656	$7.12M	0.27%	+626	Timeline
ADBEADOBE INC	17,517	$6.72M	0.25%	+72	Timeline
DFIVDIMENSIONAL ETF TRUST	166,503	$6.55M	0.24%	+111,576	Timeline
COSTCOSTCO WHOLESALE CORPORATION	6,914	$6.54M	0.24%	-117	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	11,530	$6.45M	0.24%	+438	Timeline
UNHUNITEDHEALTH GROUP INC	11,427	$5.99M	0.22%	+381	Timeline
SPEMSPDR INDEX SHS FDS	150,994	$5.95M	0.22%	+19,444	Timeline
IJHISHARES TR	100,418	$5.86M	0.22%	-909,073	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	112,914	$5.85M	0.22%	-691	Timeline
MRSKNORTHERN LIGHTS FD TR	179,217	$5.67M	0.21%	+1,269	Timeline
MRKMERCK & CO INC	62,942	$5.65M	0.21%	+2,889	Timeline
EFVISHARES TR	95,824	$5.65M	0.21%	-19,005	Timeline
HDHOME DEPOT INC	15,285	$5.6M	0.21%	+1,819	Timeline
LOWLOWES COS INC	23,097	$5.39M	0.2%	+347	Timeline
JMSTJ P MORGAN EXCHANGE TRADED F	104,432	$5.31M	0.2%	new	Timeline
TMUST-MOBILE US INC	19,864	$5.3M	0.2%	+572	Timeline
FISVFISERV INC	23,788	$5.25M	0.2%	+788	Timeline
GOOGALPHABET INC	33,522	$5.24M	0.2%	+3,078	Timeline
IHIISHARES TR	85,142	$5.12M	0.19%	-10,267	Timeline
CGXUCAPITAL GROUP INTL FOCUS EQT	207,041	$5.07M	0.19%	+88,717	Timeline
PEPPEPSICO INC	33,396	$5.01M	0.19%	+5,190	Timeline
CRMSALESFORCE INC	18,613	$5M	0.19%	+986	Timeline
BSXBOSTON SCIENTIFIC CORP	49,459	$4.99M	0.19%	+822	Timeline
SCHPSCHWAB STRATEGIC TR	184,933	$4.97M	0.19%	+111,300	Timeline
TCAFT ROWE PRICE EXCHANGE-TRADED	152,569	$4.92M	0.18%	+98,019	Timeline
EPDENTERPRISE PRODS PARTNERS L	141,980	$4.85M	0.18%	-3,130	Timeline
MBBISHARES TR	51,589	$4.84M	0.18%	-3,271	Timeline
BACBANK OF AMER CORP	115,543	$4.82M	0.18%	+6,463	Timeline
PDECINNOVATOR ETFS TRUST	125,058	$4.7M	0.18%	0	Timeline
CGGRCAPITAL GROUP GROWTH ETF	136,159	$4.66M	0.17%	+107,129	Timeline
KOCOCA COLA CO	64,144	$4.59M	0.17%	-13,009	Timeline
VSSVANGUARD INTL EQUITY INDEX F	39,720	$4.59M	0.17%	-88,075	Timeline
EMREMERSON ELEC CO	41,822	$4.58M	0.17%	+491	Timeline
ETENERGY TRANSFER L P	242,198	$4.5M	0.17%	-5,250	Timeline
CITHE CIGNA GROUP	13,378	$4.4M	0.16%	+1,007	Timeline
DISDISNEY WALT CO	44,227	$4.37M	0.16%	+956	Timeline
ACNACCENTURE PLC IRELAND	13,970	$4.36M	0.16%	+975	Timeline
VEAVANGUARD TAX-MANAGED FDS	85,557	$4.35M	0.16%	+3,385	Timeline
LMTLOCKHEED MARTIN CORP	9,613	$4.29M	0.16%	+208	Timeline
BLKBLACKROCK INC	4,489	$4.25M	0.16%	+328	Timeline
GDGENERAL DYNAMICS CORP	15,590	$4.25M	0.16%	+1,389	Timeline
UBERUBER TECHNOLOGIES INC	58,253	$4.24M	0.16%	+57,982	Timeline
SSNCSS&C TECH HLDGS	50,753	$4.24M	0.16%	+2,739	Timeline
QQQINVESCO QQQ TR	9,013	$4.23M	0.16%	+1,030	Timeline
SCHWCHARLES SCHWAB CORP (THE)	52,882	$4.14M	0.15%	+3,087	Timeline
LHLABCORP HOLDINGS INC	17,153	$3.99M	0.15%	+301	Timeline
AVUVAMERICAN CENTY ETF TR	45,495	$3.97M	0.15%	+31,469	Timeline
DHRDANAHER CORP DEL	19,305	$3.96M	0.15%	+2,047	Timeline
QCOMQUALCOMM INC	25,513	$3.92M	0.15%	+2,629	Timeline
VZVERIZON COMMUNICATIONS INC	86,053	$3.9M	0.15%	+1,647	Timeline
PLDPROLOGIS INC.	34,873	$3.9M	0.15%	+1,934	Timeline
EQIXEQUINIX INC	4,743	$3.87M	0.14%	+441	Timeline
SHWSHERWIN WILLIAMS CO	10,952	$3.83M	0.14%	+827	Timeline
WMBWILLIAMS COS INC	62,844	$3.76M	0.14%	-578	Timeline
CSCOCISCO SYS INC	60,444	$3.73M	0.14%	+410	Timeline
FDLFIRST TR EXCHANGE-TRADED FD	85,648	$3.72M	0.14%	+34,071	Timeline
DVYISHARES TR	27,531	$3.7M	0.14%	+7,419	Timeline
EAELECTRONIC ARTS INC	25,560	$3.69M	0.14%	+2,460	Timeline
IBMINTERNATIONAL BUSINESS MACHS	14,641	$3.64M	0.14%	+369	Timeline
IEFISHARES TR	38,089	$3.63M	0.14%	+2,735	Timeline
LQDISHARES TR	33,023	$3.59M	0.13%	-294,997	Timeline
EFAISHARES TR	43,819	$3.58M	0.13%	+23,791	Timeline
OKEONEOK INC NEW	35,662	$3.54M	0.13%	+1,423	Timeline
KMIKINDER MORGAN INC DEL	123,200	$3.52M	0.13%	+762	Timeline
EFGISHARES TR	34,980	$3.5M	0.13%	-27,956	Timeline
FANGDIAMONDBACK ENERGY INC	21,522	$3.44M	0.13%	+1,959	Timeline
BIVVANGUARD BD INDEX FDS	44,655	$3.42M	0.13%	+231	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	6,735	$3.35M	0.13%	+598	Timeline
TSPAT ROWE PRICE EXCHANGE-TRADED	94,181	$3.31M	0.12%	+63,278	Timeline
SCHDSCHWAB STRATEGIC TR	117,670	$3.29M	0.12%	+6,694	Timeline
TXUETHORNBURG ETF TR	124,118	$3.28M	0.12%	new	Timeline
FOCTFIRST TR EXCHNG TRADED FD VI	77,450	$3.21M	0.12%	+74,961	Timeline
SNPSSYNOPSYS INC	7,451	$3.2M	0.12%	+734	Timeline
BABOEING CO	18,451	$3.15M	0.12%	+917	Timeline
CGMUCAPITAL GRP FIXED INCM ETF T	116,898	$3.13M	0.12%	+67,565	Timeline
AEMAGNICO EAGLE MINES LTD	28,887	$3.13M	0.12%	-245	Timeline
TLHISHARES TR	30,131	$3.13M	0.12%	+30,091	Timeline
HONHONEYWELL INTL INC	14,563	$3.08M	0.11%	+104	Timeline
SPDWSPDR INDEX SHS FDS	84,629	$3.08M	0.11%	+11,655	Timeline
NEENEXTERA ENERGY INC	43,010	$3.05M	0.11%	+871	Timeline
GMGENERAL MTRS CO	63,812	$3M	0.11%	-966	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	17,226	$2.86M	0.11%	+96	Timeline
METMETLIFE INC	34,969	$2.81M	0.1%	+241	Timeline
QGROAMERICAN CENTY ETF TR	29,921	$2.8M	0.1%	+1,256	Timeline
MCHPMICROCHIP TECHNOLOGY INC.	57,457	$2.78M	0.1%	+4,116	Timeline
IYWISHARES TR	19,664	$2.76M	0.1%	+1,862	Timeline
EMXCISHARES INC	49,983	$2.75M	0.1%	-961	Timeline
PAYXPAYCHEX INC	17,557	$2.71M	0.1%	+244	Timeline
VHTVANGUARD WORLD FD	10,224	$2.71M	0.1%	+5	Timeline
SHYISHARES TR	32,293	$2.67M	0.1%	+12,875	Timeline
SPSMSPDR SERIES TRUST	65,136	$2.65M	0.1%	-891,966	Timeline
IWLISHARES TR	18,816	$2.59M	0.1%	+85	Timeline
KKRKKR & CO INC	21,946	$2.54M	0.09%	-8,581	Timeline
EFAVISHARES TR	32,301	$2.52M	0.09%	+66	Timeline
DRIDARDEN RESTAURANTS INC	11,878	$2.47M	0.09%	+158	Timeline
NOCNORTHROP GRUMMAN CORP	4,803	$2.46M	0.09%	+411	Timeline
NFLXNETFLIX INC.	2,620	$2.44M	0.09%	+9	Timeline
METAMETA PLATFORMS INC	4,158	$2.4M	0.09%	-24	Timeline
XLKSELECT SECTOR SPDR TR	11,477	$2.37M	0.09%	+333	Timeline
SKYYFIRST TR EXCHANGE-TRADED FD	22,266	$2.28M	0.08%	-1,435	Timeline
DALDELTA AIR LINES INC	51,660	$2.25M	0.08%	+2,207	Timeline
MTUMISHARES TR	11,069	$2.24M	0.08%	+1,205	Timeline
CGIECAPITAL GROUP INTERNATIONAL	76,148	$2.23M	0.08%	+3,371	Timeline
USMVISHARES TR	23,770	$2.23M	0.08%	+976	Timeline
AGGISHARES TR	22,426	$2.22M	0.08%	-1,664	Timeline
ADIANALOG DEVICES INC	10,842	$2.19M	0.08%	+213	Timeline
BNDXVANGUARD CHARLOTTE FDS	43,810	$2.14M	0.08%	+4,875	Timeline
BILSPDR SERIES TRUST	23,245	$2.13M	0.08%	+15,188	Timeline
ETNEATON CORP PLC	7,771	$2.11M	0.08%	+126	Timeline
TCHPT ROWE PRICE EXCHANGE-TRADED	54,878	$2.09M	0.08%	+12,389	Timeline
RDVIFIRST TR EXCHANGE-TRADED FD	88,019	$2.09M	0.08%	+10,751	Timeline
DELLDELL TECHNOLOGIES INC	22,751	$2.07M	0.08%	+2,526	Timeline
IQDGWISDOMTREE TR	57,765	$2.06M	0.08%	-911	Timeline
NINISOURCE INC	50,416	$2.02M	0.08%	+283	Timeline
FDLOFIDELITY COVINGTON TRUST	33,319	$2.02M	0.08%	-2,348	Timeline
TOTLSSGA ACTIVE ETF TR	49,832	$2.01M	0.07%	+13,718	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	22,332	$2M	0.07%	+3,088	Timeline
IWPISHARES TR	16,922	$1.99M	0.07%	-419	Timeline
RSPINVESCO EXCHANGE TRADED FD T	11,361	$1.97M	0.07%	-1,578	Timeline
SPMDSPDR SERIES TRUST	38,434	$1.97M	0.07%	-114,310	Timeline
INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD	80,833	$1.86M	0.07%	+10,012
VOVANGUARD INDEX FDS	7,154	$1.85M	0.07%	+1,186	Timeline
CFGCITIZENS FINL GROUP INC	45,122	$1.85M	0.07%	+116	Timeline
PFFAETFIS SER TR I	85,648	$1.82M	0.07%	+699	Timeline
PSFFPACER FDS TR	63,153	$1.8M	0.07%	+1,242	Timeline
DESWISDOMTREE TR	55,739	$1.78M	0.07%	+386	Timeline
LLYELI LILLY & CO	2,142	$1.77M	0.07%	-1,415	Timeline
VOOVANGUARD INDEX FDS	3,366	$1.73M	0.06%	+2,009	Timeline
XOMEXXON MOBIL CORP	14,183	$1.69M	0.06%	-1,168	Timeline
SCZISHARES TR	26,141	$1.66M	0.06%	-4,574	Timeline
PJULINNOVATOR ETFS TRUST	41,236	$1.66M	0.06%	+6,448	Timeline
ABBVABBVIE INC	7,884	$1.65M	0.06%	+586	Timeline
MDYVSPDR SERIES TRUST	21,328	$1.64M	0.06%	+21,066	Timeline
BALTINNOVATOR ETFS TRUST	51,650	$1.62M	0.06%	-600	Timeline
VBVANGUARD INDEX FDS	7,273	$1.61M	0.06%	-387	Timeline
IGIBISHARES TR	30,516	$1.6M	0.06%	-257	Timeline
TYLTYLER TECHNOLOGIES INC	2,755	$1.6M	0.06%	-125	Timeline
SBRSABINE RTY TR	23,595	$1.6M	0.06%	-650	Timeline
DFISDIMENSIONAL ETF TRUST	61,163	$1.58M	0.06%	+33,417	Timeline
SPYVSPDR SERIES TRUST	30,809	$1.57M	0.06%	+4,210	Timeline
MDYGSPDR SERIES TRUST	19,234	$1.53M	0.06%	+18,789	Timeline
HSTHOST HOTELS & RESORTS INC	107,457	$1.53M	0.06%	+12,482	Timeline
SHYGISHARES TR	35,869	$1.52M	0.06%	+1,150	Timeline
AXPAMERICAN EXPRESS CO	5,637	$1.52M	0.06%	-29	Timeline
INVESCOINVESCO	71,930	$1.49M	0.06%	+1,744
SCHFSCHWAB STRATEGIC TR	74,876	$1.48M	0.06%	+37,194	Timeline
PMPHILIP MORRIS INTL INC	9,172	$1.46M	0.05%	-1,560	Timeline
PHOINVESCO EXCHANGE TRADED FD T	21,427	$1.38M	0.05%	-251	Timeline
XMLVINVESCO EXCH TRADED FD TR II	22,296	$1.38M	0.05%	-6,568	Timeline
SCHASCHWAB STRATEGIC TR	57,312	$1.34M	0.05%	-3,610	Timeline
DEDEERE & CO	2,859	$1.34M	0.05%	0	Timeline
ORCLORACLE CORP	9,444	$1.32M	0.05%	-712	Timeline
FTNTFORTINET INC	13,639	$1.31M	0.05%	-1,690	Timeline
ICFISHARES TR	21,212	$1.3M	0.05%	+8,501	Timeline
BSCQINVESCO EXCH TRD SLF IDX FD	66,197	$1.29M	0.05%	+15,383	Timeline
IJJISHARES TR	10,671	$1.28M	0.05%	-548	Timeline
CORPPIMCO ETF TR	13,058	$1.26M	0.05%	+374	Timeline
IJTISHARES TR	10,142	$1.26M	0.05%	+654	Timeline
VWOVANGUARD INTL EQUITY INDEX F	27,347	$1.24M	0.05%	+1,863	Timeline
IWVISHARES TR	3,872	$1.23M	0.05%	+446	Timeline
SCHGSCHWAB STRATEGIC TR	48,991	$1.23M	0.05%	+44,731	Timeline
HEFAISHARES TR	33,788	$1.23M	0.05%	+32,241	Timeline
KJANINNOVATOR ETFS TRUST	33,999	$1.22M	0.05%	+7,267	Timeline
SDYSPDR SERIES TRUST	8,939	$1.21M	0.05%	+1,241	Timeline
FELGFIDELITY COVINGTON TRUST	38,070	$1.2M	0.04%	+37,598	Timeline
IJSISHARES TR	12,011	$1.17M	0.04%	+812	Timeline
COWZPACER FDS TR	21,247	$1.16M	0.04%	+20,878	Timeline
IWFISHARES TR	3,219	$1.16M	0.04%	+856	Timeline
MCOMOODYS CORP	2,395	$1.11M	0.04%	-80	Timeline
CGNGCAPITAL GROUP NEW GEOGRAPHY	43,472	$1.09M	0.04%	+41,954	Timeline
VBKVANGUARD INDEX FDS	4,312	$1.08M	0.04%	+2,878	Timeline
BSCSINVESCO EXCH TRD SLF IDX FD	53,205	$1.08M	0.04%	+3,556	Timeline
SPABSPDR SERIES TRUST	41,731	$1.06M	0.04%	+37,110	Timeline
WSOWATSCO INC	2,090	$1.06M	0.04%	-38	Timeline
IWSISHARES TR	8,397	$1.06M	0.04%	+166	Timeline
TSLATESLA INC	4,060	$1.05M	0.04%	+1,297	Timeline
VMBSVANGUARD SCOTTSDALE FDS	22,719	$1.05M	0.04%	+569	Timeline
SBUXSTARBUCKS CORP	10,649	$1.04M	0.04%	-2,610	Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	53,115	$1.04M	0.04%	+3,615	Timeline
SCHXSCHWAB STRATEGIC TR	46,988	$1.04M	0.04%	-456	Timeline
VVVANGUARD INDEX FDS	3,957	$1.02M	0.04%	-41	Timeline
EEMVISHARES INC	17,379	$1.01M	0.04%	-2,561	Timeline
HEI-AHEICO CORP NEW	4,795	$1.01M	0.04%	-130	Timeline
BXBLACKSTONE INC	7,215	$1.01M	0.04%	+1,100	Timeline
AVEMAMERICAN CENTY ETF TR	16,541	$995K	0.04%	+8,823	Timeline
XLPSELECT SECTOR SPDR TR	12,100	$988K	0.04%	-2,945	Timeline
EFIVSPDR SERIES TRUST	18,229	$975K	0.04%	-1,733	Timeline
TOUST ROWE PRICE EXCHANGE-TRADED	32,886	$961K	0.04%	+1,717	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	28,647	$960K	0.04%	+9,459	Timeline
BONDPIMCO ETF TR	10,193	$943K	0.04%	+6,842	Timeline
ONEYSPDR SERIES TRUST	8,608	$940K	0.04%	+187	Timeline
EELVINVESCO EXCH TRADED FD TR II	38,603	$937K	0.03%	+244	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	15,931	$933K	0.03%	+2,574	Timeline
BSJQINVESCO EXCH TRD SLF IDX FD	40,165	$931K	0.03%	+5,193	Timeline
ESGDISHARES TR	11,342	$926K	0.03%	-793	Timeline
IJKISHARES TR	10,735	$894K	0.03%	0	Timeline
WMWASTE MGMT INC DEL	3,855	$892K	0.03%	-26	Timeline
SJNKSPDR SERIES TRUST	35,379	$890K	0.03%	+5,309	Timeline
VBRVANGUARD INDEX FDS	4,735	$882K	0.03%	-3,646	Timeline
VNQVANGUARD INDEX FDS	9,415	$853K	0.03%	+880	Timeline
GCOWPACER FDS TR	22,977	$850K	0.03%	new	Timeline
SGOLETFS GOLD TR	28,491	$850K	0.03%	-1,737	Timeline
CGCPCAPITAL GRP FIXED INCM ETF T	37,655	$845K	0.03%	+35,205	Timeline
TIPISHARES TR	7,582	$842K	0.03%	+3,608	Timeline
BUFDFIRST TR EXCHNG TRADED FD VI	33,597	$838K	0.03%	+5,939	Timeline
IMCGISHARES TR	11,672	$834K	0.03%	-187	Timeline
BSCTINVESCO EXCH TRD SLF IDX FD	44,908	$832K	0.03%	+3,825	Timeline
EMBISHARES TR	9,116	$826K	0.03%	+1,491	Timeline
VWOBVANGUARD WHITEHALL FDS	12,827	$823K	0.03%	+850	Timeline
IWNISHARES TR	5,414	$817K	0.03%	+212	Timeline
JCPIJ P MORGAN EXCHANGE TRADED F	16,962	$816K	0.03%	-425	Timeline
PIDINVESCO EXCHANGE TRADED FD T	42,712	$814K	0.03%	+19,000	Timeline
VCITVANGUARD SCOTTSDALE FDS	9,922	$811K	0.03%	+4,387	Timeline
EVXVANECK ETF TRUST	22,825	$809K	0.03%	+18,228	Timeline
KAPRINNOVATOR ETFS TRUST	26,202	$808K	0.03%	+963	Timeline
UCONFIRST TR EXCHNG TRADED FD VI	32,435	$803K	0.03%	+31,438	Timeline
BMYBRISTOL-MYERS SQUIBB CO	12,994	$793K	0.03%	-431	Timeline
CPRTCOPART INC	13,805	$781K	0.03%	-565	Timeline
BLVVANGUARD BD INDEX FDS	11,069	$780K	0.03%	+373	Timeline
TAT&T INC	27,557	$779K	0.03%	-3,026	Timeline
AMGNAMGEN INC	2,471	$769K	0.03%	+610	Timeline
IGROISHARES TR	10,619	$769K	0.03%	+4,121	Timeline
PBTPERMIAN BASIN RTY TR	77,178	$765K	0.03%	-740	Timeline
EUSAISHARES INC	8,086	$757K	0.03%	0	Timeline
SLYGSPDR SERIES TRUST	9,064	$752K	0.03%	+7,639	Timeline
GLDMWORLD GOLD TR	11,993	$742K	0.03%	+4,782	Timeline
GILDGILEAD SCIENCES INC	6,604	$740K	0.03%	+1,160	Timeline
PYLDPIMCO ETF TR	27,626	$728K	0.03%	-22,308	Timeline
DGRWWISDOMTREE TR	9,105	$728K	0.03%	-293	Timeline
IWOISHARES TR	2,840	$726K	0.03%	+91	Timeline
ZDEKINNOVATOR ETFS TRUST	30,612	$725K	0.03%	+3,946	Timeline
TJXTJX COS INC NEW	5,824	$709K	0.03%	+121	Timeline
POCTINNOVATOR ETFS TRUST	18,195	$707K	0.03%	+973	Timeline
XLYSELECT SECTOR SPDR TR	3,570	$705K	0.03%	+678	Timeline
HMOPHARTFORD FDS EXCHANGE TRADED	18,210	$700K	0.03%	+4,280	Timeline
XLUSELECT SECTOR SPDR TR	8,844	$697K	0.03%	+5,254	Timeline
FFLSNORTHERN LTS FD TR II	29,495	$689K	0.03%	+665	Timeline
ASMLASML HLDG NV	1,037	$688K	0.03%	-21	Timeline
CPSJCALAMOS ETF TR	27,427	$681K	0.03%	-2,624	Timeline
DFPFLAHERTY & CRUMRINE DYNAMIC	33,588	$680K	0.03%	-1,905	Timeline
NEARISHARES U S ETF TR	13,316	$677K	0.03%	-216	Timeline
SCHCSCHWAB STRATEGIC TR	18,813	$675K	0.03%	-4,598	Timeline
DUKDUKE ENERGY CORP NEW	5,502	$671K	0.03%	-181	Timeline
NDAQNASDAQ INC	8,552	$649K	0.02%	+80	Timeline
DLSWISDOMTREE TR	9,819	$648K	0.02%	+492	Timeline
CPSACALAMOS ETF TR	25,890	$645K	0.02%	+2,466	Timeline
DFASDIMENSIONAL ETF TRUST	10,686	$638K	0.02%	+10,202	Timeline
DGREWISDOMTREE TR	26,140	$635K	0.02%	+953	Timeline
SMLVSPDR SERIES TRUST	5,117	$628K	0.02%	-2,403	Timeline
PGRPROGRESSIVE CORP	2,200	$623K	0.02%	-4	Timeline
KJULINNOVATOR ETFS TRUST	22,168	$620K	0.02%	+7,038	Timeline
IWDISHARES TR	3,287	$619K	0.02%	+1,301	Timeline
QMMYFIRST TR EXCHNG TRADED FD VI	29,605	$616K	0.02%	+5,594	Timeline
IDEVISHARES TR	8,923	$615K	0.02%	+2,734	Timeline
QQQMINVESCO EXCH TRADED FD TR II	3,174	$613K	0.02%	+141	Timeline
IGFISHARES TR	11,206	$613K	0.02%	+511	Timeline
HYDVANECK ETF TRUST	11,722	$600K	0.02%	new	Timeline
BNDVANGUARD BD INDEX FDS	8,144	$598K	0.02%	+4,410	Timeline
EMLPFIRST TR EXCHANGE-TRADED FD	15,845	$594K	0.02%	+1,170	Timeline
PANWPALO ALTO NETWORKS INC	3,455	$590K	0.02%	+191	Timeline
IWRISHARES TR	6,926	$589K	0.02%	+3,004	Timeline
EAGGISHARES TR	12,300	$584K	0.02%	+1,956	Timeline
BUFQFIRST TR EXCHNG TRADED FD VI	19,281	$576K	0.02%	+8,787	Timeline
HELOJ P MORGAN EXCHANGE TRADED F	9,622	$574K	0.02%	+7,248	Timeline
CPSLCALAMOS ETF TR	22,504	$572K	0.02%	+15,262	Timeline
AVDVAMERICAN CENTY ETF TR	8,148	$568K	0.02%	0	Timeline
TXNTEXAS INSTRS INC	3,165	$568K	0.02%	-83	Timeline
NVSNOVARTIS AG	5,083	$567K	0.02%	0	Timeline
SYKSTRYKER CORPORATION	1,520	$566K	0.02%	+196	Timeline
QCOCFIRST TR EXCHNG TRADED FD VI	28,740	$564K	0.02%	+7,311	Timeline
IVOOVANGUARD ADMIRAL FDS INC	5,693	$562K	0.02%	+3,162	Timeline
SCHBSCHWAB STRATEGIC TR	26,026	$560K	0.02%	+6,876	Timeline
NULVNUSHARES ETF TR	13,837	$560K	0.02%	+1,341	Timeline
GMAYFIRST TR EXCHNG TRADED FD VI	15,236	$552K	0.02%	+3,449	Timeline
FERGFERGUSON ENTERPRISES INC	3,429	$549K	0.02%	0	Timeline
CRWDCROWDSTRIKE HLDGS INC	1,550	$546K	0.02%	+58	Timeline
MSDMORGAN STANLEY EMKT DBT FD I	67,825	$546K	0.02%	-1,840	Timeline
AVSCAMERICAN CENTY ETF TR	11,185	$541K	0.02%	+31	Timeline
YUMYUM BRANDS INC	3,385	$533K	0.02%	+2,127	Timeline
PFEPFIZER INC	20,917	$530K	0.02%	-3,739	Timeline
SMLFISHARES TR	8,443	$525K	0.02%	+6,489	Timeline
NULGNUSHARES ETF TR	6,511	$510K	0.02%	+240	Timeline
IWMISHARES TR	2,536	$506K	0.02%	+1,327	Timeline
BSCUINVESCO EXCH TRD SLF IDX FD	30,442	$505K	0.02%	+135	Timeline
HYGISHARES TR	6,347	$501K	0.02%	+3,297	Timeline
FELCFIDELITY COVINGTON TRUST	15,985	$498K	0.02%	+14,454	Timeline
UPSUNITED PARCEL SVCS INC	4,511	$496K	0.02%	-653	Timeline
CGGOCAPITAL GROUP GBL GROWTH EQT	17,518	$496K	0.02%	new	Timeline
MARMARRIOTT INTL INC NEW	2,072	$494K	0.02%	+308	Timeline
MFSIMFS ACTIVE EXCHANGE TRADED F	19,163	$493K	0.02%	new	Timeline
LCTUBLACKROCK ETF TRUST	8,122	$492K	0.02%	+499	Timeline
CATCATERPILLAR INC	1,480	$488K	0.02%	+604	Timeline
TGTTARGET CORP	4,682	$488K	0.02%	-103	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	9,674	$484K	0.02%	-5,377	Timeline
PFEBINNOVATOR ETFS TRUST	13,438	$481K	0.02%	+2,692	Timeline
DWXSPDR INDEX SHS FDS	12,486	$478K	0.02%	+7,078	Timeline
QWLDSPDR INDEX SHS FDS	3,718	$475K	0.02%	0	Timeline
WTWWILLIS TOWERS WATSON PLC LTD	1,385	$468K	0.02%	0	Timeline
ROPROPER TECHNOLOGIES INC	791	$466K	0.02%	-12	Timeline
BUFZFIRST TR EXCHNG TRADED FD VI	19,833	$466K	0.02%	+7,231	Timeline
IWYISHARES TR	2,198	$464K	0.02%	-51	Timeline
FTSLFIRST TR EXCHANGE-TRADED FD	10,104	$461K	0.02%	+563	Timeline
GOVTISHARES TR	20,020	$460K	0.02%	-3,050	Timeline
FNDXSCHWAB STRATEGIC TR	19,470	$460K	0.02%	-20,593	Timeline
DDDUPONT DE NEMOURS INC	6,149	$459K	0.02%	+718	Timeline
SPMOINVESCO EXCH TRADED FD TR II	4,928	$456K	0.02%	-237	Timeline
XARSPDR SERIES TRUST	2,830	$455K	0.02%	+38	Timeline
EJULINNOVATOR ETFS TRUST	17,963	$454K	0.02%	+7,417	Timeline
PAUGINNOVATOR ETFS TRUST	11,903	$449K	0.02%	0	Timeline
CALAMOS ETF TRCALAMOS ETF TR	18,272	$448K	0.02%	+3,445
GJANFIRST TR EXCHNG TRADED FD VI	11,896	$448K	0.02%	-319	Timeline
NXPINXP SEMICONDUCTORS N V	2,350	$446K	0.02%	+412	Timeline
SUBISHARES TR	4,222	$446K	0.02%	+3,115	Timeline
KNGFIRST TR EXCHANGE-TRADED FD	8,748	$442K	0.02%	-14,097	Timeline
JAVAJ P MORGAN EXCHANGE TRADED F	6,942	$441K	0.02%	+3,747	Timeline
ESGEISHARES INC	12,499	$437K	0.02%	-2,598	Timeline
HDVISHARES TR	3,538	$429K	0.02%	+115	Timeline
ALLALLSTATE CORP	2,068	$428K	0.02%	+1,628	Timeline
TDVGT ROWE PRICE EXCHANGE-TRADED	10,533	$425K	0.02%	+21	Timeline
USHYISHARES TR	11,495	$423K	0.02%	+4,191	Timeline
XJHISHARES TR	10,805	$422K	0.02%	-598	Timeline
WELLWELLTOWER INC	2,745	$420K	0.02%	+2	Timeline
FJULFIRST TR EXCHNG TRADED FD VI	8,803	$419K	0.02%	-55,159	Timeline
USXFISHARES TR	8,747	$409K	0.02%	+830	Timeline
CPRJCALAMOS ETF TR	16,410	$407K	0.02%	+4,913	Timeline
PHPARKER-HANNIFIN CORP	665	$404K	0.02%	0	Timeline
VRTVERTIV HOLDINGS CO	5,532	$399K	0.01%	+532	Timeline
MOALTRIA GROUP INC	6,630	$398K	0.01%	-70	Timeline
MDLZMONDELEZ INTL INC	5,827	$396K	0.01%	-1,484	Timeline
ALCALCON AG	4,180	$393K	0.01%	0	Timeline
TMTOYOTA MOTOR CORP	2,227	$393K	0.01%	+70	Timeline
SCHVSCHWAB STRATEGIC TR	14,677	$390K	0.01%	+1,231	Timeline
AMPAMERIPRISE FINL INC	795	$385K	0.01%	0	Timeline
VIOOVANGUARD ADMIRAL FDS INC	3,944	$381K	0.01%	+1,695	Timeline
CDNSCADENCE DESIGN SYSTEM INC	1,488	$378K	0.01%	+470	Timeline
VLOVALERO ENERGY CORP	2,838	$375K	0.01%	-65	Timeline
BPBP PLC	10,927	$370K	0.01%	-1,120	Timeline
ICVTISHARES TR	4,407	$369K	0.01%	+129	Timeline
KRESPDR SERIES TRUST	6,471	$368K	0.01%	+206	Timeline
CPSTCALAMOS ETF TR	14,625	$368K	0.01%	0	Timeline
DDOMINION ENERGY INC	6,478	$364K	0.01%	+81	Timeline
VTEBVANGUARD MUN BD FDS	7,325	$363K	0.01%	+7,290	Timeline
XLVSELECT SECTOR SPDR TR	2,452	$358K	0.01%	+108	Timeline
SCHESCHWAB STRATEGIC TR	12,910	$356K	0.01%	+8,096	Timeline
SHELSHELL PLC	4,826	$354K	0.01%	-54	Timeline
CGHMCAPITAL GRP FIXED INCM ETF T	14,046	$352K	0.01%	0	Timeline
AMATAPPLIED MATLS INC	2,412	$350K	0.01%	+4	Timeline
FNDFSCHWAB STRATEGIC TR	9,686	$350K	0.01%	-7,589	Timeline
TBLLINVESCO EXCH TRADED FD TR II	3,195	$337K	0.01%	+395	Timeline
RPMRPM INTL INC	2,896	$335K	0.01%	+135	Timeline
NKENIKE INC	5,212	$330K	0.01%	+2,995	Timeline
DSIISHARES TR	3,176	$325K	0.01%	+237	Timeline
VXFVANGUARD INDEX FDS	1,880	$324K	0.01%	+1,758	Timeline
NJULINNOVATOR ETFS TRUST	5,395	$324K	0.01%	+906	Timeline
LRGFISHARES TR	5,576	$323K	0.01%	0	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,054	$322K	0.01%	+273	Timeline
SCHRSCHWAB STRATEGIC TR	12,947	$322K	0.01%	+3,685	Timeline
FTLSFIRST TR EXCH TRADED FD III	5,021	$322K	0.01%	+584	Timeline
SCHISCHWAB STRATEGIC TR	14,305	$321K	0.01%	-36	Timeline
USIGISHARES TR	6,247	$319K	0.01%	+214	Timeline
SAPSAP SE	1,184	$318K	0.01%	-31	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	10,700	$318K	0.01%	+1,811	Timeline
SMHVANECK ETF TRUST	1,501	$317K	0.01%	+38	Timeline
COFCAPITAL ONE FINL CORP	1,756	$315K	0.01%	-25	Timeline
SMOTVANECK ETF TRUST	9,617	$315K	0.01%	0	Timeline
BSJSINVESCO EXCH TRD SLF IDX FD	14,536	$315K	0.01%	+2,895	Timeline
GOFGUGGENHEIM STRATEGIC OPPORTU	20,195	$314K	0.01%	+6,349	Timeline
GLDSPDR GOLD TR	1,077	$311K	0.01%	+184	Timeline
MCKMCKESSON CORP	459	$309K	0.01%	+67	Timeline
BUFSFIRST TR EXCHNG TRADED FD VI	15,155	$307K	0.01%	+8,000	Timeline
KOCTINNOVATOR ETFS TRUST	10,473	$307K	0.01%	+3,457	Timeline
USLMUNITED STS LIME & MINERALS I	3,386	$299K	0.01%	new	Timeline
CPNSCALAMOS ETF TR	11,861	$299K	0.01%	0	Timeline
SLBSLB LIMITED	7,124	$298K	0.01%	+924	Timeline
BKLNINVESCO EXCH TRADED FD TR II	14,325	$297K	0.01%	+408	Timeline
RSSEFIRST TR EXCHNG TRADED FD VI	14,957	$297K	0.01%	+5,694	Timeline
JNKSPDR SERIES TRUST	3,106	$296K	0.01%	-75	Timeline
SAUGFIRST TR EXCHNG TRADED FD VI	12,924	$291K	0.01%	+958	Timeline
HCAHCA HEALTHCARE INC	836	$289K	0.01%	-111	Timeline
PPGPPG INDS INC	2,643	$289K	0.01%	-75	Timeline
WFCWELLS FARGO & CO	4,003	$287K	0.01%	+4	Timeline
PNCPNC FINL SVCS GROUP INC	1,635	$287K	0.01%	+8	Timeline
SDVDFIRST TR EXCHANGE-TRADED FD	14,249	$285K	0.01%	+2,119	Timeline
PTYPIMCO CORPORATE & INCOME OPP	19,555	$283K	0.01%	+6,519	Timeline
CPSOCALAMOS ETF TR	11,151	$283K	0.01%	+1,778	Timeline
CBCHUBB LIMITED	933	$282K	0.01%	+14	Timeline
PJUNINNOVATOR ETFS TRUST	7,599	$282K	0.01%	0	Timeline
IGSBISHARES TR	5,347	$280K	0.01%	+150	Timeline
INTUINTUIT	450	$276K	0.01%	+8	Timeline
PSXPHILLIPS 66	2,236	$276K	0.01%	+186	Timeline
CHHCHOICE HOTELS INTL INC	2,076	$276K	0.01%	+1,161	Timeline
AORISHARES TR	4,800	$276K	0.01%	0	Timeline
FIIGFIRST TR EXCHANGE-TRADED FD	13,303	$276K	0.01%	+269	Timeline
BBHYJ P MORGAN EXCHANGE TRADED F	5,932	$273K	0.01%	-205	Timeline
ENBENBRIDGE INC	6,108	$270K	0.01%	+207	Timeline
BNYBANK OF NY MELLON CORP	3,198	$268K	0.01%	-119	Timeline
DECMFIRST TR EXCHNG TRADED FD VI	8,756	$268K	0.01%	0	Timeline
ESGUISHARES TR	2,176	$266K	0.01%	+609	Timeline
FTHIFIRST TR EXCHANGE TRADED FD	12,117	$265K	0.01%	+862	Timeline
REGNREGENERON PHARMACEUTICALS	413	$262K	0.01%	+16	Timeline
SUSCISHARES TR	11,366	$262K	0.01%	+2,410	Timeline
PSEPINNOVATOR ETFS TRUST	6,817	$262K	0.01%	0	Timeline
GWXSPDR INDEX SHS FDS	8,106	$259K	0.01%	+1,118	Timeline
ESMLISHARES TR	6,729	$258K	0.01%	-1,393	Timeline
DLNWISDOMTREE TR	3,232	$257K	0.01%	+14	Timeline
CGSMCAPITAL GRP FIXED INCM ETF T	9,795	$255K	0.01%	0	Timeline
EXREXTRA SPACE STORAGE INC	1,708	$254K	0.01%	+1,336	Timeline
OHIOMEGA HEALTHCARE INVS INC	6,631	$253K	0.01%	-456	Timeline
UFPTUFP TECHNOLOGIES INC	1,248	$252K	0.01%	+174	Timeline
ELVELEVANCE HEALTH INC FORMERLY	577	$251K	0.01%	+35	Timeline
JUNMFIRST TR EXCHNG TRADED FD VI	7,995	$251K	0.01%	0	Timeline
REETISHARES TR	10,320	$250K	0.01%	-578	Timeline
FSIGFIRST TR EXCHANGE-TRADED FD	13,211	$250K	0.01%	+289	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	4,884	$248K	0.01%	+2,829	Timeline
SMMDISHARES TR	3,966	$248K	0.01%	-2,158	Timeline
VYMIVANGUARD WHITEHALL FDS	3,361	$247K	0.01%	+1,686	Timeline
OCTMFIRST TR EXCHNG TRADED FD VI	8,143	$247K	0.01%	+149	Timeline
CMICUMMINS INC	783	$245K	0.01%	+2	Timeline
AONAON PLC	614	$245K	0.01%	+135	Timeline
PHMPULTE GROUP INC	2,350	$242K	0.01%	-1,015	Timeline
HALHALLIBURTON CO	9,500	$241K	0.01%	-700	Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
WSTWEST PHARMACEUTICAL SVSC INC	1,960	$642K	shares
iShares MSCI Frontier 100iShares MSCI Frontier 100	7,712	$209K	shares
IEOISHARES TR	1,937	$174K	shares
JPREJ P MORGAN EXCHANGE TRADED F	2,248	$106K	shares
ESEVERSOURCE ENERGY	1,721	$99K	shares
RUMRUM GROUP INC	7,142	$93K	shares
SRVRPACER FDS TR	3,048	$91K	shares
IYZISHARES TR	3,215	$86K	shares
COMTISHARES U S ETF TR	3,219	$81K	shares
NFTYFIRST TR EXCH TRD ALPHDX FD	1,376	$77K	shares
FENYFIDELITY COVINGTON TRUST	2,118	$50K	shares
VGKVANGUARD INTL EQUITY INDEX F	774	$49K	shares
APRHINNOVATOR ETFS TRUST	1,841	$45K	shares
COLDAMERICOLD REALTY TRUST INC	1,646	$35K	shares
IRMIRON MTN INC DEL	300	$32K	shares
ISCFISHARES TR	721	$23K	shares
IPACISHARES TR	347	$21K	shares
SUMMIT MATERIALS INC CLASS ASUMMIT MATERIALS INC CLASS A	395	$20K	shares
CGBLCAPITAL GROUP CORE BALANCED	601	$19K	shares
FMARFIRST TR EXCHNG TRADED FD VI	437	$19K	shares
HRHEALTHCARE RLTY TR	957	$16K	shares
HYDWDBX ETF TR	340	$16K	shares
ILMNILLUMINA INC	100	$13K	shares
GRNYTIDAL TRUST I	650	$13K	shares
AGGHSIMPLIFY EXCHANGE TRADED FUN	530	$11K	shares
SNASNAP ON INC	30	$10K	shares
HAILSPDR SERIES TRUST	356	$10K	shares
DBEFDBX ETF TR	224	$9K	shares
IHFISHARES TR	185	$9K	shares
XLGINVESCO EXCHANGE TRADED FD T	157	$8K	shares
HMCHONDA MOTOR CO LTD	265	$8K	shares
FXOFIRST TR EXCHANGE-TRADED FD	149	$8K	shares
FPEIFIRST TR EXCH TRADED FD III	440	$8K	shares
ANETARISTA NETWORKS INC	60	$7K	shares
AHRTAH RLTY TR INC	695	$7K	shares
SAFESAFEHOLD INC	358	$7K	shares
DVNDEVON ENERGY CORP NEW	182	$6K	shares
EXASEXACT SCIENCES CORP	113	$6K	shares
GNRCGENERAC HLDGS INC	36	$6K	shares
FNYFIRST TR EXCHANGE-TRADED ALP	77	$6K	shares
CIENCIENA CORP	58	$5K	shares
RITMRITHM CAPITAL CORP	335	$4K	shares
RSRELIANCE INC	16	$4K	shares
ACVAACV AUCTIONS INC	122	$3K	shares
XSVMINVESCO EXCHANGE TRADED FD T	60	$3K	shares
TKOTKO GROUP HOLDINGS INC	17	$2K	shares
CARGCARGURUS INC	49	$2K	shares
EWUISHARES TR	57	$2K	shares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	250	$2K	shares
HSCZISHARES TR	53	$2K	shares
IOOISHARES TR	12	$1K	shares
DJTTRUMP MEDIA & TECHNOLOGY GRO	25	$1K	shares
PIIPOLARIS INC	12	$1K	shares
CMSCMS ENERGY CORP	17	$1K	shares
DLTRDOLLAR TREE INC	12	$1K	shares
OGNORGANON & CO	100	$1K	shares
WFGWEST FRASER TIMBER CO LTD	13	$1K	shares
FALNISHARES TR	32	$1K	shares
MGMMGM RESORTS INTERNATIONAL	33	$1K	shares
FXLFIRST TR EXCHANGE-TRADED FD	5	$1K	shares
PDPINVESCO EXCHANGE TRADED FD T	12	$1K	shares
CRLCHARLES RIV LABS INTL INC	6	$1K	shares
BYNDBEYOND MEAT INC	176	$1K	shares
LDURPIMCO ETF TR	9	$1K	shares
GSIEGOLDMAN SACHS ETF TR	26	$1K	shares
VNLAJANUS DETROIT STR TR	12	$1K	shares
PHDGINVESCO ACTIVELY MANAGED EXC	21	$1K	shares
FTXRFIRST TR EXCHANGE TRADED FD	16	$1K	shares
FXDFIRST TR EXCHANGE-TRADED FD	12	$1K	shares
AMPLIFY ALTERNATIVE HARVEST…AMPLIFY ALTERNATIVE HARVEST ETF	316	$1K	shares
PWPOWER REIT	403	$1K	shares
CGCCANOPY GROWTH CORPORATION	16	$0	shares
ACBAURORA CANNABIS INC	5	$0	shares
MR COOPER GROUP INCMR COOPER GROUP INC	4	$0	shares
ADXADAMS DIVERSIFIED EQUITY FD	6	$0	shares
FHLCFIDELITY COVINGTON TRUST	1	$0	shares
OXY/WSOCCIDENTAL PETE CORP	2	$0	shares
SNDLSNDL INC	100	$0	shares
GPCRSTRUCTURE THERAPEUTICS INC	18	$0	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001624758-25-000004	base		2025-05-14	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC