Financial Life Planners
Follow13F filer, CIK 2053368, TEMPE, AZ
Financial Life Planners reported $102,738,971 across 83 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-23. Its ten largest share positions make up 73.47% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002053368-25-000002
- Period
- 2025-03-31
- Reported value
- $103M
- Holdings
- 83
- Top 10 weight
- 73.47%
- New
- 3
- Sold out
- 331
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| XLFadded | +7,264 | $362K |
| AAPLadded | +1,184 | $263K |
| GOOGnew | +1,665 | $260K |
| GSadded | +386 | $211K |
| AXONadded | +338 | $178K |
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 |
|---|---|---|
| EFAreduced | -14,419 | -$1.18M |
| NVDAreduced | -5,315 | -$576K |
| MSFTreduced | -1,478 | -$555K |
| IWMreduced | -2,328 | -$464K |
| UPROexited | -4,348 | -$385K |
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.
Back to all 83 share positions
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 |
|---|---|---|---|
| UPROPROSHARES TR | 4,348 | $385K | shares |
| HOODROBINHOOD MKTS INC | 5,112 | $190K | shares |
| AMDADVANCED MICRO DEVICES INC | 1,206 | $146K | shares |
| DHRDANAHER CORP DEL | 564 | $130K | shares |
| IVWISHARES TR | 999 | $101K | shares |
| SCHBSCHWAB STRATEGIC TR | 4,139 | $93.9K | shares |
| TJXTJX COS INC NEW | 771 | $93.2K | shares |
| GLDSPDR GOLD TR | 374 | $90.6K | shares |
| TTDTHE TRADE DESK INC | 760 | $89.3K | shares |
| EWEDWARDS LIFESCIENCES CORP | 1,200 | $88.8K | shares |
| VTVVANGUARD INDEX FDS | 513 | $86.8K | shares |
| WFCWELLS FARGO & CO | 1,233 | $86.6K | shares |
| SCHHSCHWAB STRATEGIC TR | 4,109 | $86.5K | shares |
| DTDYNATRACE INC | 1,533 | $83.3K | shares |
| CATCATERPILLAR INC | 228 | $82.9K | shares |
| NANRSPDR INDEX SHS FDS | 1,599 | $81.7K | shares |
| TRVTRAVELERS COMPANIES INC | 337 | $81.6K | shares |
| NETCLOUDFLARE INC | 756 | $81.4K | shares |
| FIXCOMFORT SYS USA INC | 190 | $80.6K | shares |
| SCHDSCHWAB STRATEGIC TR | 2,918 | $79.7K | shares |
| COINCOINBASE GLOBAL INC | 276 | $68.5K | shares |
| RWKINVESCO EXCH TRADED FD TR II | 559 | $64.9K | shares |
| BOTZGLOBAL X FDS | 1,933 | $61.8K | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 312 | $61.6K | shares |
| GBTCGRAYSCALE BITCOIN TRUST ETF | 824 | $61K | shares |
| IYKISHARES TR | 889 | $58.3K | shares |
| DDOGDATADOG INC | 407 | $58.2K | shares |
| XLKSELECT SECTOR SPDR TR | 244 | $56.9K | shares |
| PEGPUBLIC SVC ENTERPRISE GROUP | 668 | $56.5K | shares |
| AMATAPPLIED MATLS INC | 345 | $56.2K | shares |
| CTVACORTEVA INC | 972 | $55.3K | shares |
| MDYGSPDR SERIES TRUST | 636 | $55.2K | shares |
| PHPARKER-HANNIFIN CORP | 86 | $55K | shares |
| SDYSPDR SERIES TRUST | 412 | $54.5K | shares |
| HIGHARTFORD INSURANCE GROUP INC | 487 | $53.2K | shares |
| MARMARRIOTT INTL INC NEW | 187 | $52.1K | shares |
| DDDUPONT DE NEMOURS INC | 667 | $50.9K | shares |
| NVONOVO-NORDISK A S | 591 | $50.8K | shares |
| RSGREPUBLIC SVCS INC | 253 | $50.8K | shares |
| QLDPROSHARES TR | 467 | $50.6K | shares |
| AVGOBROADCOM INC | 215 | $49.9K | shares |
| BABOEING CO | 277 | $49K | shares |
| MCDMCDONALDS CORP | 169 | $48.9K | shares |
| IYYISHARES TR | 336 | $48.1K | shares |
| PGRPROGRESSIVE CORP | 198 | $47.4K | shares |
| ETNEATON CORP PLC | 142 | $47K | shares |
| ELFE L F BEAUTY INC | 364 | $45.7K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 615 | $45.5K | shares |
| LOWLOWES COS INC | 182 | $45.4K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 750 | $45.2K | shares |
| XHBSPDR SERIES TRUST | 433 | $45.2K | shares |
| SUSAISHARES TR | 366 | $44.6K | shares |
| BLKBLACKROCK INC | 43 | $44.6K | shares |
| ADCAGREE RLTY CORP | 626 | $44.1K | shares |
| XLVSELECT SECTOR SPDR TR | 319 | $43.9K | shares |
| PEVERPURE INC | 712 | $43.7K | shares |
| CBCHUBB LIMITED | 154 | $42.7K | shares |
| IYFISHARES TR | 383 | $42.3K | shares |
| COPCONOCOPHILLIPS | 398 | $39.4K | shares |
| PKSTPEAKSTONE REALTY TRUST | 3,498 | $38.7K | shares |
| RPGINVESCO EXCHANGE TRADED FD T | 936 | $38.6K | shares |
| ANETARISTA NETWORKS INC | 348 | $38.5K | shares |
| DSIISHARES TR | 348 | $38.4K | shares |
| AXPAMERICAN EXPRESS CO | 129 | $38.3K | shares |
| ETENERGY TRANSFER L P | 1,896 | $37.2K | shares |
| IXUSISHARES TR | 559 | $37K | shares |
| LOPEGRAND CANYON ED INC | 225 | $36.9K | shares |
| PNCPNC FINL SVCS GROUP INC | 189 | $36.6K | shares |
| AJGGALLAGHER ARTHUR J & CO | 128 | $36.4K | shares |
| VOTVANGUARD INDEX FDS | 143 | $36.3K | shares |
| FCXFREEPORT MCMORAN INC | 935 | $35.6K | shares |
| FVDFIRST TR EXCHANGE-TRADED FD | 806 | $35.2K | shares |
| MGVVANGUARD WORLD FD | 269 | $33.6K | shares |
| IAUISHARES GOLD TR | 675 | $33.4K | shares |
| MRVLMARVELL TECHNOLOGY INC | 302 | $33.3K | shares |
| HLIHOULIHAN LOKEY INC | 191 | $33.2K | shares |
| IEFAISHARES TR | 472 | $33.1K | shares |
| FCNCAFIRST CTZNS BANCSHARES INC D | 16 | $33.1K | shares |
| MRSHMARSH & MCLENNAN COS INC | 155 | $33K | shares |
| ADIANALOG DEVICES INC | 154 | $32.7K | shares |
| BSVVANGUARD BD INDEX FDS | 420 | $32.5K | shares |
| BANRBANNER CORP | 478 | $31.9K | shares |
| CMECME GROUP INC | 137 | $31.7K | shares |
| MCHPMICROCHIP TECHNOLOGY INC. | 553 | $31.7K | shares |
| APDAIR PRODUCTS AND CHEMICALS I | 108 | $31.2K | shares |
| QQQJINVESCO EXCH TRADED FD TR II | 978 | $30.2K | shares |
| WMBWILLIAMS COS INC | 552 | $29.9K | shares |
| TMUST-MOBILE US INC | 131 | $29K | shares |
| FLNGFLEX LNG LTD | 1,251 | $28.7K | shares |
| AGNCAGNC INVT CORP | 3,089 | $28.4K | shares |
| DOVDOVER CORP | 149 | $27.9K | shares |
| MRKMERCK & CO INC | 278 | $27.7K | shares |
| CIBRFIRST TR EXCHANGE-TRADED FD | 434 | $27.6K | shares |
| UNILEVER PLCUNILEVER PLC | 486 | $27.5K | shares |
| IYJISHARES TR | 206 | $27.5K | shares |
| DOWDOW HLDGS INC | 683 | $27.4K | shares |
| NSCNORFOLK SOUTHN CORP | 113 | $26.6K | shares |
| IWNISHARES TR | 161 | $26.5K | shares |
| ITOTISHARES TR | 202 | $26K | shares |
| TXNTEXAS INSTRS INC | 137 | $25.7K | shares |
| IJRISHARES TR | 222 | $25.5K | shares |
| QUALISHARES TR | 143 | $25.4K | shares |
| 3M CO3M CO | 196 | $25.4K | shares |
| SBUXSTARBUCKS CORP | 274 | $25K | shares |
| GDGENERAL DYNAMICS CORP | 94 | $24.8K | shares |
| EOGEOG RES INC | 201 | $24.7K | shares |
| MOALTRIA GROUP INC | 472 | $24.7K | shares |
| TTTRANE TECHNOLOGIES PLC | 65 | $24K | shares |
| ADSKAUTODESK INC | 80 | $23.6K | shares |
| USBUS BANCORP | 493 | $23.6K | shares |
| BPBP PLC | 779 | $23K | shares |
| VBVANGUARD INDEX FDS | 96 | $23K | shares |
| IUSGISHARES TR | 165 | $22.9K | shares |
| NEENEXTERA ENERGY INC | 308 | $22.1K | shares |
| CMCSACOMCAST CORP NEW | 586 | $22K | shares |
| IGSBISHARES TR | 421 | $21.8K | shares |
| NUENUCOR CORP | 186 | $21.7K | shares |
| ABBVABBVIE INC | 121 | $21.5K | shares |
| QCOMQUALCOMM INC | 139 | $21.4K | shares |
| AMPAMERIPRISE FINL INC | 40 | $21.2K | shares |
| ASMLASML HLDG NV | 30 | $21K | shares |
| FTECFIDELITY COVINGTON TRUST | 113 | $21K | shares |
| STXFEA SERIES TRUST | 555 | $21K | shares |
| BLDTOPBUILD COR | 67 | $20.9K | shares |
| INTCINTEL CORP | 1,025 | $20.6K | shares |
| NOCNORTHROP GRUMMAN CORP | 43 | $20.2K | shares |
| RXRXRECURSION PHARMACEUTICALS IN | 2,986 | $20.2K | shares |
| CRWDCROWDSTRIKE HLDGS INC | 58 | $19.8K | shares |
| BITOPROSHARES TR | 871 | $19.8K | shares |
| LNGCHENIERE ENERGY INC | 90 | $19.3K | shares |
| IYMISHARES TR | 148 | $19.2K | shares |
| VGKVANGUARD INTL EQUITY INDEX F | 298 | $18.9K | shares |
| HSYHERSHEY CO | 111 | $18.9K | shares |
| SMHVANECK ETF TRUST | 77 | $18.7K | shares |
| PAAPLAINS ALL AMERN PIPELINE L | 1,083 | $18.5K | shares |
| VGITVANGUARD SCOTTSDALE FDS | 317 | $18.4K | shares |
| COFCAPITAL ONE FINL CORP | 103 | $18.4K | shares |
| METMETLIFE INC | 224 | $18.3K | shares |
| VRTVERTIV HOLDINGS CO | 159 | $18.1K | shares |
| RNEMFIRST TR EXCHANGE TRADED FD | 359 | $17.7K | shares |
| MTRNMATERION CORP | 179 | $17.7K | shares |
| BROBROWN & BROWN INC | 173 | $17.7K | shares |
| HEIHEICO CORP NEW | 72 | $17.1K | shares |
| SPGIS&P GLOBAL INC | 34 | $17K | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 32 | $16.8K | shares |
| TSLLDIREXION SHARES ETF TRUST | 600 | $16.5K | shares |
| ANAUTONATION INC | 97 | $16.5K | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 40 | $16.1K | shares |
| DISDISNEY WALT CO | 143 | $16.1K | shares |
| ADBEADOBE INC | 36 | $16K | shares |
| CORCENCORA INC | 71 | $15.9K | shares |
| RMBSRAMBUS INC DEL | 300 | $15.9K | shares |
| LENLENNAR CORP | 116 | $15.8K | shares |
| EGPEASTGROUP PPTYS INC | 91 | $14.6K | shares |
| AMTAMERICAN TOWER CORP | 76 | $14K | shares |
| JNJJOHNSON & JOHNSON | 97 | $13.9K | shares |
| VLOVALERO ENERGY CORP | 109 | $13.4K | shares |
| ABTABBOTT LABORATORIES | 118 | $13.3K | shares |
| MCOMOODYS CORP | 28 | $13.3K | shares |
| RGRSTURM RUGER & CO INC | 366 | $13K | shares |
| FLRFLUOR CORP | 259 | $12.8K | shares |
| AWKAMERICAN WTR WKS CO INC NEW | 102 | $12.7K | shares |
| NULLNULL | 6,087 | $12.5K | shares |
| LINLINDE PLC | 30 | $12.4K | shares |
| SOSOUTHERN CO | 150 | $12.4K | shares |
| ESEVERSOURCE ENERGY | 214 | $12.3K | shares |
| MDLZMONDELEZ INTL INC | 205 | $12.3K | shares |
| VLTOVERALTO CORP | 114 | $11.7K | shares |
| SOXXISHARES TR | 53 | $11.5K | shares |
| SVMSILVERCORP METALS INC | 3,821 | $11.5K | shares |
| CVSCVS HEALTH CORP | 243 | $10.9K | shares |
| SPIBSPDR SERIES TRUST | 331 | $10.8K | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 192 | $10.8K | shares |
| LUVSOUTHWEST AIRLS CO | 304 | $10.2K | shares |
| SMGSCOTTS MIRACLE-GRO CO | 151 | $10K | shares |
| AALAMERICAN AIRLINES GROUP INC | 572 | $9.97K | shares |
| AOAISHARES TR | 130 | $9.96K | shares |
| SPGSIMON PPTY GROUP INC NEW | 58 | $9.96K | shares |
| CRBNISHARES TR | 49 | $9.55K | shares |
| TCOMTRIP COM GROUP LTD | 139 | $9.54K | shares |
| GEVGE VERNOVA INC | 29 | $9.54K | shares |
| EMEEMCOR GROUP INC | 21 | $9.53K | shares |
| GDDYGODADDY INC | 48 | $9.47K | shares |
| ZBRAZEBRA TECHNOLOGIES CORPORATI | 24 | $9.31K | shares |
| AYIACUITY INC | 32 | $9.27K | shares |
| BNDVANGUARD BD INDEX FDS | 129 | $9.25K | shares |
| VBKVANGUARD INDEX FDS | 32 | $8.98K | shares |
| VTIVANGUARD INDEX FDS | 30 | $8.76K | shares |
| JNKSPDR SERIES TRUST | 91 | $8.68K | shares |
| CWISPDR INDEX SHS FDS | 311 | $8.68K | shares |
| WSOWATSCO INC | 18 | $8.65K | shares |
| CSQCALAMOS STRATEGIC TOTAL RETU | 487 | $8.62K | shares |
| VZVERIZON COMMUNICATIONS INC | 202 | $8.06K | shares |
| VEAVANGUARD TAX-MANAGED FDS | 168 | $8.04K | shares |
| TENBTENABLE HLDGS INC | 200 | $7.88K | shares |
| BIVVANGUARD BD INDEX FDS | 105 | $7.84K | shares |
| VTWOVANGUARD SCOTTSDALE FDS | 87 | $7.8K | shares |
| PEPPEPSICO INC | 50 | $7.61K | shares |
| PRUPRUDENTIAL FINL INC | 63 | $7.51K | shares |
| JPSTJ P MORGAN EXCHANGE TRADED F | 148 | $7.46K | shares |
| SAPSAP SE | 30 | $7.45K | shares |
| IWVISHARES TR | 22 | $7.42K | shares |
| SPSBSPDR SERIES TRUST | 246 | $7.35K | shares |
| VTRVENTAS INC | 119 | $7.03K | shares |
| SCHGSCHWAB STRATEGIC TR | 250 | $6.96K | shares |
| BTCGRAYSCALE BITCOIN MINI TR ET | 164 | $6.87K | shares |
| HEFAISHARES TR | 198 | $6.87K | shares |
| SPTSSPDR SERIES TRUST | 229 | $6.64K | shares |
| PKGPACKAGING CORP AMER | 27 | $6.15K | shares |
| IMOIMPERIAL OIL LTD | 97 | $5.96K | shares |
| VCSHVANGUARD SCOTTSDALE FDS | 74 | $5.78K | shares |
| MCKMCKESSON CORP | 10 | $5.72K | shares |
| SYKSTRYKER CORPORATION | 15 | $5.3K | shares |
| QQEWFIRST TR EXCHANGE-TRADED FD | 40 | $5.01K | shares |
| CWBSPDR SERIES TRUST | 61 | $4.75K | shares |
| HESS CORPHESS CORP | 35 | $4.72K | shares |
| VGTVANGUARD WORLD FD | 7 | $4.39K | shares |
| WDAYWORKDAY INC | 17 | $4.39K | shares |
| MSOSADVISORSHARES TR | 1,115 | $4.25K | shares |
| CSCOCISCO SYS INC | 72 | $4.25K | shares |
| IUSVISHARES TR | 44 | $4.11K | shares |
| FTVFORTIVE CORP | 52 | $3.88K | shares |
| DISCOVER FINL SVCSDISCOVER FINL SVCS | 22 | $3.87K | shares |
| USMVISHARES TR | 43 | $3.79K | shares |
| KMIKINDER MORGAN INC DEL | 137 | $3.75K | shares |
| MGMMGM RESORTS INTERNATIONAL | 100 | $3.47K | shares |
| HONHONEYWELL INTL INC | 15 | $3.44K | shares |
| GBILGOLDMAN SACHS ETF TR | 32 | $3.23K | shares |
| BSXBOSTON SCIENTIFIC CORP | 36 | $3.22K | shares |
| SOLVSOLVENTUM CORP | 48 | $3.17K | shares |
| NCLHNORWEGIAN CRUISE LINE HLDGS | 120 | $3.09K | shares |
| CVXCHEVRON CORPORATION | 21 | $3.02K | shares |
| CCCHEMOURS CO | 178 | $3.01K | shares |
| LRCXLAM RESEARCH CORP | 41 | $2.95K | shares |
| CEGCONSTELLATION ENERGY CORP | 13 | $2.93K | shares |
| LMTLOCKHEED MARTIN CORP | 6 | $2.92K | shares |
| TFCTRUIST FINL CORP | 61 | $2.65K | shares |
| MAMASTERCARD INCORPORATED | 5 | $2.64K | shares |
| CFGCITIZENS FINL GROUP INC | 60 | $2.63K | shares |
| TAT&T INC | 112 | $2.55K | shares |
| KHCKRAFT HEINZ CO | 82 | $2.52K | shares |
| APHAMPHENOL CORP | 36 | $2.52K | shares |
| OMCOMNICOM GROUP INC | 28 | $2.41K | shares |
| CAHCARDINAL HEALTH INC | 20 | $2.4K | shares |
| WSMWILLIAMS SONOMA INC | 13 | $2.38K | shares |
| TGTTARGET CORP | 18 | $2.38K | shares |
| IEMGISHARES INC | 44 | $2.31K | shares |
| XLPSELECT SECTOR SPDR TR | 28 | $2.21K | shares |
| DUKDUKE ENERGY CORP NEW | 20 | $2.15K | shares |
| MUBISHARES TR | 19 | $2.04K | shares |
| ITWILLINOIS TOOL WKS INC | 8 | $2.03K | shares |
| AVYAVERY DENNISON CORP | 11 | $2K | shares |
| SPHDINVESCO EXCH TRADED FD TR II | 39 | $1.88K | shares |
| HBANHUNTINGTON BANCSHARES INC | 113 | $1.84K | shares |
| HLTHILTON WORLDWIDE HLDGS INC | 7 | $1.73K | shares |
| SIRISIRIUSXM HOLDINGS INC | 75 | $1.7K | shares |
| WELLWELLTOWER INC | 13 | $1.68K | shares |
| CHWYCHEWY INC | 50 | $1.68K | shares |
| GMGENERAL MTRS CO | 30 | $1.59K | shares |
| VNQIVANGUARD INTL EQUITY INDEX F | 37 | $1.48K | shares |
| URIUNITED RENTALS INC | 2 | $1.42K | shares |
| ORLYOREILLY AUTOMOTIVE INC | 1 | $1.19K | shares |
| MONOGRAM TECHNOLOGIES INCMONOGRAM TECHNOLOGIES INC | 500 | $1.19K | shares |
| PANWPALO ALTO NETWORKS INC | 6 | $1.09K | shares |
| EMBISHARES TR | 12 | $1.09K | shares |
| ESGVVANGUARD WORLD FD | 10 | $1.05K | shares |
| MDTMEDTRONIC PLC | 13 | $1.04K | shares |
| XYZBLOCK INC | 12 | $1.02K | shares |
| VFCV F CORP | 47 | $1.01K | shares |
| DGSWISDOMTREE TR | 20 | $985 | shares |
| NIONIO INC | 207 | $903 | shares |
| ESGEISHARES INC | 26 | $882 | shares |
| ESGUISHARES TR | 6 | $778 | shares |
| VNTVONTIER CORPORATION | 20 | $739 | shares |
| CLCOLGATE PALMOLIVE CO | 8 | $727 | shares |
| VTEBVANGUARD MUN BD FDS | 14 | $717 | shares |
| SCHOSCHWAB STRATEGIC TR | 29 | $693 | shares |
| SUSCISHARES TR | 30 | $692 | shares |
| BBJPJ P MORGAN EXCHANGE TRADED F | 12 | $677 | shares |
| KLACKLA CORP | 1 | $635 | shares |
| BNDXVANGUARD CHARLOTTE FDS | 12 | $604 | shares |
| SNAPSNAP INC | 54 | $582 | shares |
| BBEUJ P MORGAN EXCHANGE TRADED F | 9 | $517 | shares |
| IAGGISHARES TR | 9 | $468 | shares |
| SNPSSYNOPSYS INC | 1 | $445 | shares |
| GPROGOPRO INC | 400 | $436 | shares |
| MOSMOSAIC CO | 18 | $433 | shares |
| STIPISHARES TR | 4 | $405 | shares |
| DEDEERE & CO | 1 | $400 | shares |
| NVAXNOVAVAX INC | 49 | $394 | shares |
| BBCAJ P MORGAN EXCHANGE TRADED F | 5 | $360 | shares |
| GGNGAMCO GLOBAL GOLD NAT RES & | 94 | $354 | shares |
| JMSIJ P MORGAN EXCHANGE TRADED F | 7 | $354 | shares |
| BBAXJ P MORGAN EXCHANGE TRADED F | 7 | $352 | shares |
| CGCCANOPY GROWTH CORPORATION | 115 | $315 | shares |
| NACPTIDAL TRUST III | 7 | $293 | shares |
| VOTETCW ETF TRUST | 4 | $277 | shares |
| NNOXNANO X IMAGING LTD | 34 | $245 | shares |
| ARKQARK ETF TR | 3 | $236 | shares |
| SHESPDR SERIES TRUST | 2 | $232 | shares |
| DJTTRUMP MEDIA & TECHNOLOGY GRO | 6 | $205 | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 3 | $205 | shares |
| VTIPVANGUARD MALVERN FDS | 4 | $197 | shares |
| BABAALIBABA GROUP HLDG LTD | 2 | $176 | shares |
| PLDPROLOGIS INC. | 2 | $172 | shares |
| PFEPFIZER INC | 6 | $146 | shares |
| ESMLISHARES TR | 3 | $127 | shares |
| RIVNRIVIAN AUTOMOTIVE INC | 9 | $120 | shares |
| NXPINXP SEMICONDUCTORS N V | 1 | $118 | shares |
| ARKKARK ETF TR | 2 | $116 | shares |
| SYYSYSCO CORP | 1 | $104 | shares |
| KDKYNDRYL HLDGS INC | 2 | $83 | shares |
| ESGDISHARES TR | 1 | $77 | shares |
| BDXBECTON DICKINSON & CO | 0 | $75 | shares |
| ECLECOLAB INC | 0 | $60 | shares |
| SPCEVIRGIN GALACTIC HOLDINGS INC | 10 | $59 | shares |
| EAGGISHARES TR | 1 | $47 | shares |
| DNOWDNOW INC | 2 | $26 | shares |
| MFAMFA FINL INC | 2 | $25 | shares |
| AMGNAMGEN INC | 0 | $24 | shares |
| CMSCMS ENERGY CORP | 0 | $24 | shares |
| ALEXALEXANDER & BALDWIN INC | 1 | $22 | shares |
| SWKSTANLEY BLACK & DECKER INC | 0 | $21 | shares |
| CCITIGROUP INC | 0 | $15 | shares |
| BBWIBATH & BODY WORKS INC | 0 | $15 | shares |
| DDOMINION ENERGY INC | 0 | $11 | shares |
| PPGPPG INDS INC | 0 | $6 | shares |
| ALTOALTO INGREDIENTS INC | 4 | $6 | shares |
| PFIGINVESCO EXCH TRADED FD TR II | 0 | $6 | shares |
| XELXCEL ENERGY INC | 0 | $4 | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 0 | $1 | 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 0002053368-25-000002 | base | 2025-04-23 | acceptance time not in the bulk data set |