Visionary Wealth Advisors

13F filer, CIK 1802984, O'FALLON, IL

Visionary Wealth Advisors reported $1,665,844,727 across 541 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 21.02% of the portfolio.

Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001802984-25-000005

Period: 2025-03-31
Reported value: $1.67B
Holdings: 541
Top 10 weight: 21.02%
New: 35
Sold out: 28

Largest buys vs the previous quarter

Security	Shares change	Approx. value
PYLDadded	+333,537	$8.79M
RTXadded	+56,977	$7.55M
JSCPnew	+131,817	$6.22M
PRFDnew	+94,212	$4.76M
JPIEadded	+100,138	$4.61M

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
PRUreduced	-62,139	-$6.94M
PWRreduced	-23,806	-$6.05M
SPTIexited	-168,608	-$4.7M
JCPBreduced	-91,699	-$4.31M
AVIGreduced	-98,196	-$4.06M

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 0001802984-25-000005, largest first. % of portfolio is the value over $1,665,844,727, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	88,095	$49.5M	2.97%	-757	Timeline
AAPLAPPLE INC	217,548	$48.3M	2.9%	+726	Timeline
SCHGSCHWAB STRATEGIC TR	1,896,214	$47.5M	2.85%	-4,962	Timeline
SCHFSCHWAB STRATEGIC TR	1,848,300	$36.6M	2.19%	-22,025	Timeline
MSFTMICROSOFT CORP	94,757	$35.6M	2.14%	-5,731	Timeline
PWRQUANTA SVCS INC	126,671	$32.2M	1.93%	-23,806	Timeline
AVLVAMERICAN CENTY ETF TR	464,559	$30.3M	1.82%	+18,478	Timeline
MOATVANECK ETF TRUST	277,128	$24.4M	1.46%	+17,898	Timeline
AGGISHARES TR	233,919	$23.1M	1.39%	-1,878	Timeline
PGPROCTER & GAMBLE CO	132,832	$22.6M	1.36%	+711	Timeline
CSCOCISCO SYS INC	343,430	$21.2M	1.27%	-48,329	Timeline
BNDVANGUARD BD INDEX FDS	279,852	$20.6M	1.23%	-2,368	Timeline
SPYVSPDR SERIES TRUST	399,015	$20.4M	1.22%	+21,533	Timeline
PARPAR TECHNOLOGY CORP	327,490	$20.1M	1.21%	-51,406	Timeline
IWFISHARES TR	54,471	$19.7M	1.18%	+432	Timeline
DBEFDBX ETF TR	440,649	$19.1M	1.15%	-1,373	Timeline
MINTPIMCO ETF TR	174,651	$17.6M	1.05%	+32,927	Timeline
JPIEJ P MORGAN EXCHANGE TRADED F	347,273	$16M	0.96%	+100,138	Timeline
JNJJOHNSON & JOHNSON	92,654	$15.4M	0.92%	+2,149	Timeline
WMTWALMART INC	164,718	$14.5M	0.87%	+2,282	Timeline
SCHASCHWAB STRATEGIC TR	615,787	$14.4M	0.87%	-5,873	Timeline
UCONFIRST TR EXCHNG TRADED FD VI	579,589	$14.3M	0.86%	+180,960	Timeline
VIGVANGUARD SPECIALIZED FUNDS	73,601	$14.3M	0.86%	+1,474	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	26,790	$14.3M	0.86%	-506	Timeline
JPMJPMORGAN CHASE & CO	55,967	$13.7M	0.82%	-2,567	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	237,248	$13.6M	0.81%	-8,134	Timeline
DFACDIMENSIONAL ETF TRUST	395,672	$13.1M	0.78%	+23,093	Timeline
DFATDIMENSIONAL ETF TRUST	252,971	$13M	0.78%	+3,962	Timeline
VTVVANGUARD INDEX FDS	75,101	$13M	0.78%	+4,618	Timeline
CVXCHEVRON CORPORATION	75,944	$12.7M	0.76%	-1,237	Timeline
VOOVANGUARD INDEX FDS	23,772	$12.2M	0.73%	+3,050	Timeline
PYLDPIMCO ETF TR	450,899	$11.9M	0.71%	+333,537	Timeline
KMIKINDER MORGAN INC DEL	406,274	$11.6M	0.7%	-45,158	Timeline
ABBVABBVIE INC	55,179	$11.6M	0.69%	-2,543	Timeline
AMZNAMAZON COM INC	60,461	$11.5M	0.69%	+1,906	Timeline
HELOJ P MORGAN EXCHANGE TRADED F	182,487	$10.9M	0.65%	+15,825	Timeline
AVGOBROADCOM INC	65,025	$10.9M	0.65%	-6,996	Timeline
HTRBHARTFORD FDS EXCHANGE TRADED	320,073	$10.8M	0.65%	-3,164	Timeline
CSPICSP INC	700,449	$10.7M	0.65%	-66,393	Timeline
NVDANVIDIA CORPORATION	98,497	$10.7M	0.64%	+3,823	Timeline
IWDISHARES TR	55,659	$10.5M	0.63%	-479	Timeline
XOMEXXON MOBIL CORP	87,777	$10.4M	0.63%	+4,212	Timeline
HDHOME DEPOT INC	27,580	$10.1M	0.61%	+406	Timeline
XLKSELECT SECTOR SPDR TR	48,455	$10M	0.6%	+2,485	Timeline
RLYSSGA ACTIVE ETF TR	348,964	$9.96M	0.6%	+863	Timeline
MOALTRIA GROUP INC	162,247	$9.74M	0.58%	-12,495	Timeline
JCPBJ P MORGAN EXCHANGE TRADED F	193,192	$9.09M	0.55%	-91,699	Timeline
DIVOAMPLIFY ETF TR	220,597	$8.99M	0.54%	+15,404	Timeline
PSXPHILLIPS 66	72,092	$8.9M	0.53%	+3,770	Timeline
VZVERIZON COMMUNICATIONS INC	196,167	$8.9M	0.53%	-5,241	Timeline
SOSOUTHERN CO	96,220	$8.85M	0.53%	-2,512	Timeline
QCOMQUALCOMM INC	57,388	$8.82M	0.53%	+3,721	Timeline
BNYBANK OF NY MELLON CORP	104,566	$8.77M	0.53%	-16,175	Timeline
SCHESCHWAB STRATEGIC TR	315,286	$8.69M	0.52%	-6,713	Timeline
VOEVANGUARD INDEX FDS	53,804	$8.64M	0.52%	-1,639	Timeline
AMGNAMGEN INC	26,766	$8.34M	0.5%	-129	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	246,190	$8.25M	0.5%	-84,307	Timeline
BONDPIMCO ETF TR	86,288	$7.98M	0.48%	+2,469	Timeline
ADPAUTOMATIC DATA PROCESSING IN	26,092	$7.97M	0.48%	-1,467	Timeline
GSKGSK PLC	204,782	$7.93M	0.48%	+11,404	Timeline
RTXRTX CORPORATION	59,260	$7.85M	0.47%	+56,977	Timeline
PEPPEPSICO INC	51,892	$7.78M	0.47%	+5,195	Timeline
CGDVCAPITAL GROUP DIVIDEND VALUE	217,859	$7.76M	0.47%	+2,601	Timeline
SJMSMUCKER J M CO	65,004	$7.7M	0.46%	+4,362	Timeline
NEENEXTERA ENERGY INC	108,250	$7.67M	0.46%	+6,238	Timeline
VUGVANGUARD INDEX FDS	20,321	$7.54M	0.45%	+419	Timeline
LMTLOCKHEED MARTIN CORP	16,749	$7.48M	0.45%	+1,784	Timeline
VOVANGUARD INDEX FDS	28,720	$7.43M	0.45%	-411	Timeline
SCHMSCHWAB STRATEGIC TR	277,453	$7.27M	0.44%	-2,819	Timeline
FBNDFIDELITY MERRIMACK STR TR	156,385	$7.14M	0.43%	+5,963	Timeline
KOCOCA COLA CO	99,557	$7.13M	0.43%	-8,131	Timeline
UPSUNITED PARCEL SVCS INC	64,534	$7.1M	0.43%	+4,401	Timeline
SCHDSCHWAB STRATEGIC TR	247,161	$6.91M	0.41%	+7,915	Timeline
VBVANGUARD INDEX FDS	30,067	$6.67M	0.4%	+4,844	Timeline
AVDEAMERICAN CENTY ETF TR	99,616	$6.6M	0.4%	-12,867	Timeline
JSCPJ P MORGAN EXCHANGE TRADED F	131,817	$6.22M	0.37%	new	Timeline
NSSCNAPCO SEC TECHNOLOGIES INC	266,369	$6.13M	0.37%	-59,824	Timeline
TSLATESLA INC	23,508	$6.09M	0.37%	+2,515	Timeline
ULBIULTRALIFE CORP	1,091,932	$5.87M	0.35%	-200,904	Timeline
DFIVDIMENSIONAL ETF TRUST	145,325	$5.72M	0.34%	+5,316	Timeline
METAMETA PLATFORMS INC	9,614	$5.54M	0.33%	+114	Timeline
SCHVSCHWAB STRATEGIC TR	205,330	$5.46M	0.33%	-3,793	Timeline
XMHQINVESCO EXCHANGE TRADED FD T	59,565	$5.45M	0.33%	-3,999	Timeline
DGROISHARES TR	84,315	$5.21M	0.31%	+2,478	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	100,229	$5.19M	0.31%	+30,844	Timeline
GSEWGOLDMAN SACHS ETF TR	67,709	$5.15M	0.31%	-62	Timeline
DFUVDIMENSIONAL ETF TRUST	120,546	$4.97M	0.3%	+4,081	Timeline
PFEPFIZER INC	193,905	$4.91M	0.29%	-24,900	Timeline
HYLSFIRST TR EXCHANGE-TRADED FD	119,153	$4.89M	0.29%	-707	Timeline
PRFDPIMCO ETF TR	94,212	$4.76M	0.29%	new	Timeline
AAAUGOLDMAN SACHS PHYSICAL GOLD	153,251	$4.73M	0.28%	+809	Timeline
EMREMERSON ELEC CO	42,525	$4.66M	0.28%	-3,432	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	8,333	$4.66M	0.28%	+3,333	Timeline
QQQINVESCO QQQ TR	9,909	$4.65M	0.28%	-251	Timeline
BITBBITWISE BITCOIN ETF TR	103,340	$4.64M	0.28%	+4,206	Timeline
JGROJ P MORGAN EXCHANGE TRADED F	62,362	$4.6M	0.28%	+1,178	Timeline
BALTINNOVATOR ETFS TRUST	145,896	$4.58M	0.27%	+29,882	Timeline
TAXFAMERICAN CENTY ETF TR	92,448	$4.57M	0.27%	+2,392	Timeline
AVUVAMERICAN CENTY ETF TR	51,671	$4.5M	0.27%	-7,669	Timeline
JGLOJ P MORGAN EXCHANGE TRADED F	75,834	$4.47M	0.27%	-14,641	Timeline
XLFSELECT SECTOR SPDR TR	88,915	$4.43M	0.27%	-27,631	Timeline
MUNIPIMCO ETF TR	83,359	$4.3M	0.26%	-4,295	Timeline
IWBISHARES TR	13,946	$4.28M	0.26%	+59	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	86,264	$4.24M	0.25%	-4,248	Timeline
USRTISHARES TR	73,061	$4.21M	0.25%	+1,144	Timeline
FIXDFIRST TR EXCHNG TRADED FD VI	95,658	$4.19M	0.25%	-91,707	Timeline
IBITISHARES BITCOIN TRUST ETF	88,183	$4.13M	0.25%	+10,881	Timeline
VEAVANGUARD TAX-MANAGED FDS	80,381	$4.09M	0.25%	+4,191	Timeline
BUFFINNOVATOR ETFS TRUST	92,496	$4.08M	0.24%	+355	Timeline
XLESELECT SECTOR SPDR TR	43,164	$4.03M	0.24%	-5,794	Timeline
SYLDCAMBRIA ETF TR	62,548	$3.99M	0.24%	+542	Timeline
FTCBFIRST TR EXCHANGE-TRADED FD	190,104	$3.99M	0.24%	new	Timeline
VPUVANGUARD WORLD FD	23,159	$3.96M	0.24%	+12,361	Timeline
TOTLSSGA ACTIVE ETF TR	97,742	$3.94M	0.24%	+3,646	Timeline
SJNKSPDR SERIES TRUST	153,655	$3.87M	0.23%	+36,887	Timeline
KYNKAYNE ANDERSON ENERGY INFRST	297,575	$3.82M	0.23%	+36,221	Timeline
DFAXDIMENSIONAL ETF TRUST	145,290	$3.81M	0.23%	+4,513	Timeline
IEFAISHARES TR	49,234	$3.72M	0.22%	-699	Timeline
IWYISHARES TR	17,455	$3.68M	0.22%	+47	Timeline
FMBFIRST TR EXCH TRADED FD III	71,964	$3.63M	0.22%	+2,116	Timeline
CLOIVANECK ETF TRUST	68,113	$3.6M	0.22%	+21,123	Timeline
AEMAGNICO EAGLE MINES LTD	33,105	$3.59M	0.22%	+1,068	Timeline
VTIPVANGUARD MALVERN FDS	70,128	$3.5M	0.21%	-4,170	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	59,608	$3.49M	0.21%	+8,643	Timeline
SMCOTIDAL TRUST II	147,684	$3.48M	0.21%	+112	Timeline
JNKSPDR SERIES TRUST	35,955	$3.43M	0.21%	-415	Timeline
GOOGLALPHABET INC	21,677	$3.35M	0.2%	+4,064	Timeline
SCHXSCHWAB STRATEGIC TR	143,056	$3.16M	0.19%	+11,068	Timeline
AVLCAMERICAN CENTY ETF TR	48,967	$3.14M	0.19%	+10,442	Timeline
EFAISHARES TR	38,452	$3.14M	0.19%	+6,321	Timeline
STXFEA SERIES TRUST	85,373	$3.08M	0.18%	-11,978	Timeline
GOOGALPHABET INC	19,633	$3.07M	0.18%	+547	Timeline
MAMASTERCARD INCORPORATED	5,565	$3.05M	0.18%	+19	Timeline
SPMBSPDR SERIES TRUST	138,006	$3.04M	0.18%	+18,610	Timeline
SVOLSIMPLIFY EXCHANGE TRADED FUN	165,637	$3.01M	0.18%	+61,772	Timeline
VTEBVANGUARD MUN BD FDS	60,089	$2.98M	0.18%	+1,820	Timeline
FSMBFIRST TR EXCH TRADED FD III	149,766	$2.98M	0.18%	-59,439	Timeline
FMHIFIRST TR EXCH TRADED FD III	61,263	$2.93M	0.18%	-11,353	Timeline
SCHJSCHWAB STRATEGIC TR	116,218	$2.86M	0.17%	-61,143	Timeline
ROLROLLINS INC	52,836	$2.85M	0.17%	+755	Timeline
EFAVISHARES TR	36,095	$2.81M	0.17%	+422	Timeline
FTCSFIRST TR EXCHANGE-TRADED FD	31,239	$2.8M	0.17%	-4,563	Timeline
IWNISHARES TR	18,465	$2.79M	0.17%	-143	Timeline
USMVISHARES TR	29,740	$2.79M	0.17%	-624	Timeline
MSTRSTRATEGY INC	9,619	$2.77M	0.17%	+1,047	Timeline
IWMISHARES TR	13,597	$2.71M	0.16%	+136	Timeline
TMFCRBB FD INC	47,760	$2.66M	0.16%	+353	Timeline
MDYGSPDR SERIES TRUST	32,793	$2.61M	0.16%	-7,634	Timeline
VTIVANGUARD INDEX FDS	9,224	$2.54M	0.15%	+293	Timeline
MINOPIMCO ETF TR	56,529	$2.53M	0.15%	+1,796	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	38,793	$2.53M	0.15%	-1,597	Timeline
FTECFIDELITY COVINGTON TRUST	15,479	$2.5M	0.15%	+5,990	Timeline
FSIGFIRST TR EXCHANGE-TRADED FD	131,342	$2.49M	0.15%	-691	Timeline
IMCGISHARES TR	34,364	$2.45M	0.15%	-1,012	Timeline
COSTCOSTCO WHOLESALE CORPORATION	2,575	$2.44M	0.15%	+56	Timeline
DRLLEA SERIES TRUST	81,579	$2.42M	0.15%	-21,466	Timeline
GLDSPDR GOLD TR	8,121	$2.34M	0.14%	+4,051	Timeline
AZOAUTOZONE INC	605	$2.31M	0.14%	0	Timeline
PSEPINNOVATOR ETFS TRUST	59,541	$2.29M	0.14%	+4,019	Timeline
BUFBINNOVATOR ETFS TRUST	71,312	$2.24M	0.13%	-14,538	Timeline
EPDENTERPRISE PRODS PARTNERS L	64,513	$2.2M	0.13%	+9	Timeline
MUBISHARES TR	20,584	$2.17M	0.13%	+516	Timeline
IJRISHARES TR	20,663	$2.16M	0.13%	+3,483	Timeline
EFGISHARES TR	20,759	$2.08M	0.12%	-332	Timeline
VHTVANGUARD WORLD FD	7,811	$2.07M	0.12%	+5,365	Timeline
AOKISHARES TR	54,616	$2.06M	0.12%	new	Timeline
BNDWVANGUARD SCOTTSDALE FDS	29,752	$2.05M	0.12%	-161	Timeline
VCSHVANGUARD SCOTTSDALE FDS	25,818	$2.04M	0.12%	+6,511	Timeline
TIPISHARES TR	18,303	$2.03M	0.12%	-363	Timeline
IUSBISHARES TR	43,988	$2.03M	0.12%	+8,968	Timeline
HYBBISHARES TR	43,809	$2.02M	0.12%	-1,316	Timeline
SCHPSCHWAB STRATEGIC TR	75,045	$2.02M	0.12%	-1,140	Timeline
QQQMINVESCO EXCH TRADED FD TR II	10,369	$2M	0.12%	-16,991	Timeline
AORISHARES TR	34,755	$2M	0.12%	+660	Timeline
IEIISHARES TR	16,527	$1.95M	0.12%	+211	Timeline
AVIGAMERICAN CENTY ETF TR	46,766	$1.94M	0.12%	-98,196	Timeline
VOTVANGUARD INDEX FDS	7,859	$1.92M	0.12%	+118	Timeline
IPINTERNATIONAL PAPER CO	35,768	$1.91M	0.11%	-1,247	Timeline
LGOVFIRST TR EXCHANGE-TRADED FD	88,198	$1.9M	0.11%	-408	Timeline
IOOISHARES TR	19,654	$1.89M	0.11%	-781	Timeline
RSPINVESCO EXCHANGE TRADED FD T	10,868	$1.88M	0.11%	+4,382	Timeline
IWOISHARES TR	7,341	$1.88M	0.11%	-382	Timeline
SDYSPDR SERIES TRUST	13,787	$1.87M	0.11%	-359	Timeline
FIIGFIRST TR EXCHANGE-TRADED FD	90,089	$1.87M	0.11%	-389	Timeline
PFEBINNOVATOR ETFS TRUST	51,452	$1.84M	0.11%	-663	Timeline
LLYELI LILLY & CO	2,195	$1.81M	0.11%	+42	Timeline
TXNTEXAS INSTRS INC	10,055	$1.81M	0.11%	+797	Timeline
BACBANK OF AMER CORP	42,424	$1.77M	0.11%	+169	Timeline
VVISA INC	5,049	$1.77M	0.11%	+57	Timeline
REGLPROSHARES TR	21,753	$1.75M	0.11%	-73	Timeline
SPYGSPDR SERIES TRUST	21,697	$1.74M	0.1%	+7,113	Timeline
ORCLORACLE CORP	12,378	$1.73M	0.1%	+661	Timeline
IDVOAMPLIFY ETF TR	54,139	$1.7M	0.1%	+5,278	Timeline
SPGPINVESCO EXCHANGE TRADED FD T	16,832	$1.68M	0.1%	-765	Timeline
PLTRPALANTIR TECHNOLOGIES INC	19,599	$1.65M	0.1%	-2,820	Timeline
MCDMCDONALDS CORP	5,279	$1.65M	0.1%	+86	Timeline
GLDMWORLD GOLD TR	25,966	$1.61M	0.1%	-11,343	Timeline
CALFPACER FDS TR	42,578	$1.6M	0.1%	+609	Timeline
SPLVINVESCO EXCH TRADED FD TR II	20,869	$1.56M	0.09%	+467	Timeline
FTGCFIRST TR EXCHANGE TRAD FD VI	60,952	$1.56M	0.09%	+27,076	Timeline
PMAYINNOVATOR ETFS TRUST	43,088	$1.54M	0.09%	-1,296	Timeline
ACWVISHARES INC	13,250	$1.54M	0.09%	-54	Timeline
AOAISHARES TR	19,712	$1.51M	0.09%	+258	Timeline
URAGLOBAL X FDS	65,736	$1.51M	0.09%	+6,437	Timeline
HONHONEYWELL INTL INC	7,113	$1.51M	0.09%	+65	Timeline
CEFSEXCHANGE LISTED FDS TR	70,102	$1.5M	0.09%	+10,686	Timeline
NOWSERVICENOW INC	1,866	$1.49M	0.09%	+195	Timeline
VEUVANGUARD INTL EQUITY INDEX F	24,320	$1.48M	0.09%	+64	Timeline
HYGISHARES TR	18,641	$1.47M	0.09%	+5,954	Timeline
QDVOAMPLIFY ETF TR	59,656	$1.47M	0.09%	+21,382	Timeline
DISVDIMENSIONAL ETF TRUST	49,561	$1.44M	0.09%	+3,809	Timeline
FSCOFS CREDIT OPPORTUNITIES CORP	201,532	$1.42M	0.09%	+10,451	Timeline
YMARFIRST TR EXCHNG TRADED FD VI	59,135	$1.42M	0.09%	+1,000	Timeline
AVMUAMERICAN CENTY ETF TR	30,766	$1.4M	0.08%	-638	Timeline
SPABSPDR SERIES TRUST	54,361	$1.39M	0.08%	+281	Timeline
FPEIFIRST TR EXCH TRADED FD III	73,729	$1.38M	0.08%	new	Timeline
TLHISHARES TR	13,199	$1.37M	0.08%	new	Timeline
JMEEJ P MORGAN EXCHANGE TRADED F	24,344	$1.36M	0.08%	+2,118	Timeline
HACKAMPLIFY ETF TR	18,940	$1.36M	0.08%	+5,964	Timeline
VBKVANGUARD INDEX FDS	5,385	$1.36M	0.08%	-196	Timeline
IYWISHARES TR	9,635	$1.35M	0.08%	-32	Timeline
NSCNORFOLK SOUTHN CORP	5,559	$1.32M	0.08%	0	Timeline
DFEMDIMENSIONAL ETF TRUST	49,368	$1.31M	0.08%	+8,049	Timeline
MDYVSPDR SERIES TRUST	16,840	$1.3M	0.08%	-721	Timeline
ITOTISHARES TR	10,624	$1.3M	0.08%	+769	Timeline
BABOEING CO	7,563	$1.29M	0.08%	-50	Timeline
DBMFIM GLOBAL PARTNER FUNDS	50,817	$1.28M	0.08%	+1,330	Timeline
TAT&T INC	45,358	$1.28M	0.08%	+1,887	Timeline
SPHQINVESCO EXCHANGE TRADED FD T	19,228	$1.28M	0.08%	+4,288	Timeline
XSHQINVESCO EXCH TRADED FD TR II	32,116	$1.27M	0.08%	+3,151	Timeline
VFVAVANGUARD WELLINGTON FD	10,908	$1.24M	0.07%	-854	Timeline
AUSFGLOBAL X FDS	28,329	$1.24M	0.07%	+10,624	Timeline
SLYGSPDR SERIES TRUST	14,563	$1.21M	0.07%	-4,167	Timeline
FPEFIRST TR EXCH TRADED FD III	68,663	$1.21M	0.07%	+33,232	Timeline
HYSPIMCO ETF TR	12,871	$1.21M	0.07%	+177	Timeline
MELIMERCADOLIBRE INC	613	$1.2M	0.07%	-107	Timeline
VNQVANGUARD INDEX FDS	12,893	$1.17M	0.07%	-664	Timeline
COPCONOCOPHILLIPS	11,083	$1.16M	0.07%	+5,034	Timeline
NFLXNETFLIX INC.	1,220	$1.14M	0.07%	+100	Timeline
FSKFS KKR CAP CORP	54,176	$1.13M	0.07%	+2,426	Timeline
MRKMERCK & CO INC	12,591	$1.13M	0.07%	+20	Timeline
CRMSALESFORCE INC	4,205	$1.13M	0.07%	+539	Timeline
KMLMKRANESHARES TRUST	41,245	$1.13M	0.07%	+446	Timeline
GAACAMBRIA ETF TR	37,824	$1.1M	0.07%	-80	Timeline
AEISADVANCED ENERGY INDS	11,468	$1.09M	0.07%	0	Timeline
AMDADVANCED MICRO DEVICES INC	10,587	$1.09M	0.07%	+740	Timeline
QUALISHARES TR	6,360	$1.09M	0.07%	+112	Timeline
EVLNMORGAN STANLEY ETF TRUST	21,559	$1.07M	0.06%	new	Timeline
ALLALLSTATE CORP	5,129	$1.06M	0.06%	+851	Timeline
CITHE CIGNA GROUP	3,211	$1.06M	0.06%	-144	Timeline
EALTINNOVATOR ETFS TRUST	34,047	$1.05M	0.06%	new	Timeline
MGVVANGUARD WORLD FD	8,025	$1.03M	0.06%	+2,135	Timeline
XLRESELECT SECTOR SPDR TR	24,691	$1.03M	0.06%	-3,259	Timeline
VWOVANGUARD INTL EQUITY INDEX F	22,650	$1.03M	0.06%	+844	Timeline
BILSPDR SERIES TRUST	11,018	$1.01M	0.06%	-1,122	Timeline
IWVISHARES TR	3,180	$1.01M	0.06%	+8	Timeline
UNPUNION PAC CORP	4,208	$994K	0.06%	-3	Timeline
VISVANGUARD WORLD FD	4,005	$991K	0.06%	-239	Timeline
BBHYJ P MORGAN EXCHANGE TRADED F	21,403	$986K	0.06%	-10,236	Timeline
VGTVANGUARD WORLD FD	1,816	$985K	0.06%	-192	Timeline
FMBHFIRST MID BANCSHARES INC	28,131	$982K	0.06%	0	Timeline
EFVISHARES TR	16,608	$979K	0.06%	-834	Timeline
PDECINNOVATOR ETFS TRUST	25,809	$970K	0.06%	-653	Timeline
ZWSZURN ELKAY WATER SOLNS CORP	29,396	$969K	0.06%	-1,230	Timeline
XBISPDR SERIES TRUST	11,888	$964K	0.06%	+1,920	Timeline
PMPHILIP MORRIS INTL INC	6,074	$964K	0.06%	+270	Timeline
DIASTATE STR SPDR DOW JONES IND	2,268	$952K	0.06%	+98	Timeline
BWXSPDR SERIES TRUST	43,037	$941K	0.06%	+17,789	Timeline
BUFZFIRST TR EXCHNG TRADED FD VI	39,145	$920K	0.06%	+5,989	Timeline
FVFIRST TR EXCHANGE TRADED FD	16,699	$916K	0.05%	-4	Timeline
XLVSELECT SECTOR SPDR TR	6,246	$912K	0.05%	-322	Timeline
OXYOCCIDENTAL PETE CORP	18,411	$909K	0.05%	-6,736	Timeline
PAUGINNOVATOR ETFS TRUST	23,849	$901K	0.05%	-25	Timeline
XMLVINVESCO EXCH TRADED FD TR II	14,597	$901K	0.05%	-20	Timeline
HODLVANECK BITCOIN ETF	38,646	$901K	0.05%	+30,083	Timeline
JPEMJ P MORGAN EXCHANGE TRADED F	16,965	$894K	0.05%	-154	Timeline
AEEAMEREN CORP	8,653	$869K	0.05%	+1,596	Timeline
MSMORGAN STANLEY	7,423	$866K	0.05%	+826	Timeline
CATCATERPILLAR INC	2,552	$842K	0.05%	-60	Timeline
WMBWILLIAMS COS INC	13,941	$833K	0.05%	+23	Timeline
KKRKKR & CO INC	6,869	$794K	0.05%	+400	Timeline
IQLTISHARES TR	19,889	$789K	0.05%	+1,520	Timeline
DFICDIMENSIONAL ETF TRUST	27,893	$775K	0.05%	+8,966	Timeline
SLYVSPDR SERIES TRUST	9,865	$773K	0.05%	+6,074	Timeline
DUKDUKE ENERGY CORP NEW	6,315	$770K	0.05%	+68	Timeline
GNRSPDR INDEX SHS FDS	14,398	$767K	0.05%	+250	Timeline
IEMGISHARES INC	14,184	$765K	0.05%	-731	Timeline
SCHKSCHWAB STRATEGIC TR	28,395	$764K	0.05%	-570	Timeline
MLPXGLOBAL X FDS	11,748	$750K	0.05%	+7,079	Timeline
EMLPFIRST TR EXCHANGE-TRADED FD	19,864	$745K	0.04%	-24	Timeline
IFRAISHARES TR	16,325	$736K	0.04%	+902	Timeline
IUSGISHARES TR	5,787	$735K	0.04%	-265	Timeline
ABTABBOTT LABORATORIES	5,540	$735K	0.04%	-71	Timeline
MUMICRON TECHNOLOGY INC	8,427	$732K	0.04%	+238	Timeline
IHAKISHARES TR	15,263	$717K	0.04%	-509	Timeline
RWLINVESCO EXCH TRADED FD TR II	7,200	$715K	0.04%	+713	Timeline
WTPIWISDOMTREE TR	22,747	$708K	0.04%	new	Timeline
NOCTINNOVATOR ETFS TRUST	14,187	$705K	0.04%	-196	Timeline
GSGOLDMAN SACHS GROUP INC	1,288	$704K	0.04%	+246	Timeline
VBRVANGUARD INDEX FDS	3,678	$685K	0.04%	+2	Timeline
SCHZSCHWAB STRATEGIC TR	29,476	$683K	0.04%	+1,661	Timeline
BLOKAMPLIFY ETF TR	18,432	$680K	0.04%	-4,462	Timeline
USBUS BANCORP	16,100	$680K	0.04%	-537	Timeline
DELLDELL TECHNOLOGIES INC	7,437	$678K	0.04%	+4,967	Timeline
VYMVANGUARD WHITEHALL FDS	5,153	$665K	0.04%	+68	Timeline
IBMINTERNATIONAL BUSINESS MACHS	2,670	$664K	0.04%	+103	Timeline
BXBLACKSTONE INC	4,738	$662K	0.04%	+49	Timeline
ETENERGY TRANSFER L P	35,557	$661K	0.04%	+1,188	Timeline
SHOCEA SERIES TRUST	16,556	$657K	0.04%	-26,727	Timeline
CVSCVS HEALTH CORP	9,695	$657K	0.04%	+145	Timeline
IHDGWISDOMTREE TR	14,818	$643K	0.04%	+10,163	Timeline
FUMBFIRST TR EXCH TRADED FD III	31,426	$632K	0.04%	+2,194	Timeline
OKEONEOK INC NEW	6,352	$630K	0.04%	+32	Timeline
FEMBFIRST TR EXCH TRADED FD III	23,415	$630K	0.04%	-22,908	Timeline
SPHYSPDR SERIES TRUST	26,749	$626K	0.04%	-966	Timeline
SHLDGLOBAL X FDS	13,242	$616K	0.04%	new	Timeline
PRUPRUDENTIAL FINL INC	5,405	$604K	0.04%	-62,139	Timeline
CNCCENTENE CORP DEL	9,896	$601K	0.04%	-5,277	Timeline
SBUXSTARBUCKS CORP	6,104	$599K	0.04%	-1,049	Timeline
XLCSELECT SECTOR SPDR TR	6,036	$582K	0.03%	+1,578	Timeline
DEDEERE & CO	1,234	$579K	0.03%	+38	Timeline
JAVAJ P MORGAN EXCHANGE TRADED F	8,956	$569K	0.03%	-23,880	Timeline
IYFISHARES TR	5,031	$568K	0.03%	0	Timeline
HYGVFLEXSHARES TR	14,009	$566K	0.03%	-272	Timeline
GSCGOLDMAN SACHS ETF TR	12,033	$561K	0.03%	-7,867	Timeline
JNUGDIREXION SHARES ETF TRUST	9,121	$560K	0.03%	-1,644	Timeline
FENYFIDELITY COVINGTON TRUST	21,904	$560K	0.03%	+69	Timeline
GPIXGOLDMAN SACHS ETF TR	12,003	$559K	0.03%	0	Timeline
UNHUNITEDHEALTH GROUP INC	1,068	$559K	0.03%	-86	Timeline
QMOMEA SERIES TRUST	9,342	$555K	0.03%	-5,190	Timeline
DFUSDIMENSIONAL ETF TRUST	9,070	$549K	0.03%	-481	Timeline
GPIQGOLDMAN SACHS ETF TR	12,246	$546K	0.03%	-109	Timeline
PANWPALO ALTO NETWORKS INC	3,195	$545K	0.03%	+291	Timeline
XSVMINVESCO EXCHANGE TRADED FD T	10,841	$544K	0.03%	-1,269	Timeline
GRNYTIDAL TRUST I	29,935	$544K	0.03%	+5,575	Timeline
NJULINNOVATOR ETFS TRUST	9,035	$542K	0.03%	-90	Timeline
XBJLINNOVATOR ETFS TRUST	16,011	$542K	0.03%	0	Timeline
FCXFREEPORT MCMORAN INC	14,297	$541K	0.03%	+888	Timeline
TTDTHE TRADE DESK INC	9,792	$536K	0.03%	-1,464	Timeline
OBDCBLUE OWL CAPITAL CORPORATION	36,237	$531K	0.03%	+609	Timeline
PPAINVESCO EXCHANGE TRADED FD T	4,543	$529K	0.03%	+2,000	Timeline
CGBLCAPITAL GROUP CORE BALANCED	16,949	$525K	0.03%	+7,640	Timeline
FLMIFRANKLIN TEMPLETON ETF TR	20,991	$513K	0.03%	+183	Timeline
AONAON PLC	1,281	$511K	0.03%	+15	Timeline
ORLYOREILLY AUTOMOTIVE INC	356	$510K	0.03%	-40	Timeline
BIZDVANECK ETF TRUST	30,168	$506K	0.03%	+16,524	Timeline
ETNEATON CORP PLC	1,851	$503K	0.03%	-40	Timeline
CGUSCAPITAL GROUP CORE EQUITY ET	15,037	$502K	0.03%	+5,036	Timeline
APOAPOLLO GLOBAL MGMT INC	3,652	$500K	0.03%	+290	Timeline
VCITVANGUARD SCOTTSDALE FDS	6,106	$499K	0.03%	-12,202	Timeline
INCMFRANKLIN TEMPLETON ETF TR	18,731	$499K	0.03%	+1,520	Timeline
BAUGINNOVATOR ETFS TRUST	11,721	$498K	0.03%	0	Timeline
FEZSPDR INDEX SHS FDS	8,962	$488K	0.03%	new	Timeline
GDXVANECK ETF TRUST	10,537	$484K	0.03%	-15,345	Timeline
BSVOEA SERIES TRUST	24,770	$482K	0.03%	0	Timeline
SPMOINVESCO EXCH TRADED FD TR II	5,193	$481K	0.03%	+115	Timeline
ESGUISHARES TR	3,920	$478K	0.03%	-45	Timeline
RJFRAYMOND JAMES FINL INC	3,404	$473K	0.03%	-49	Timeline
ISRGINTUITIVE SURGICAL INC	945	$468K	0.03%	0	Timeline
ZSZSCALER INC	2,299	$456K	0.03%	+15	Timeline
FHLCFIDELITY COVINGTON TRUST	6,620	$452K	0.03%	-24	Timeline
YJUNFIRST TR EXCHNG TRADED FD VI	19,887	$451K	0.03%	0	Timeline
SMMUPIMCO ETF TR	8,983	$449K	0.03%	-11,556	Timeline
AMLPALPS ETF TR	8,539	$444K	0.03%	-487	Timeline
IVWISHARES TR	4,769	$443K	0.03%	-241	Timeline
IVEISHARES TR	2,320	$442K	0.03%	+1	Timeline
NVDYTIDAL TRUST II	28,658	$441K	0.03%	+6,218	Timeline
XLPSELECT SECTOR SPDR TR	5,370	$439K	0.03%	-408	Timeline
ZROZPIMCO ETF TR	6,085	$436K	0.03%	-6,846	Timeline
ADBEADOBE INC	1,133	$435K	0.03%	-821	Timeline
ROAMLATTICE STRATEGIES TR	18,418	$434K	0.03%	+223	Timeline
LADRLADDER CAP CORP	37,741	$431K	0.03%	+342	Timeline
KJANINNOVATOR ETFS TRUST	11,861	$424K	0.03%	+1,055	Timeline
CGGRCAPITAL GROUP GROWTH ETF	12,243	$419K	0.03%	+5,030	Timeline
XLUSELECT SECTOR SPDR TR	5,275	$416K	0.02%	-2,157	Timeline
UBERUBER TECHNOLOGIES INC	5,700	$415K	0.02%	+444	Timeline
WELLWELLTOWER INC	2,710	$415K	0.02%	-50	Timeline
DGRWWISDOMTREE TR	5,192	$415K	0.02%	-90	Timeline
PAVEGLOBAL X FDS	10,918	$412K	0.02%	+1,115	Timeline
FBYTIDAL TRUST II	25,432	$411K	0.02%	+3,442	Timeline
BFEBINNOVATOR ETFS TRUST	9,574	$398K	0.02%	0	Timeline
AMZYTIDAL TRUST II	24,391	$391K	0.02%	+3,488	Timeline
WFCWELLS FARGO & CO	5,444	$391K	0.02%	-149	Timeline
TDIVFIRST TR EXCHANGE TRADED FD	5,303	$390K	0.02%	+63	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	2,328	$386K	0.02%	+293	Timeline
QBUFINNOVATOR ETFS TRUST	14,499	$383K	0.02%	-2,415	Timeline
MSFOTIDAL TRUST II	24,315	$382K	0.02%	+2,590	Timeline
JHMMJOHN HANCOCK EXCHANGE TRADED	6,659	$382K	0.02%	+584	Timeline
PDBCINVESCO ACTVELY MNGD ETC FD	27,994	$382K	0.02%	-120,793	Timeline
AMATAPPLIED MATLS INC	2,608	$378K	0.02%	-48	Timeline
IYHISHARES TR	6,208	$378K	0.02%	0	Timeline
BILZPIMCO ETF TR	3,690	$373K	0.02%	+1,300	Timeline
QYLDGLOBAL X FDS	22,437	$373K	0.02%	+599	Timeline
ANETARISTA NETWORKS INC	4,796	$372K	0.02%	-16	Timeline
MCKMCKESSON CORP	546	$367K	0.02%	+20	Timeline
VONGVANGUARD SCOTTSDALE FDS	3,889	$361K	0.02%	+80	Timeline
PMARINNOVATOR ETFS TRUST	9,022	$360K	0.02%	-25	Timeline
PNOVINNOVATOR ETFS TRUST	9,673	$360K	0.02%	new	Timeline
SMHVANECK ETF TRUST	1,701	$360K	0.02%	+11	Timeline
XSMOINVESCO EXCHANGE TRADED FD T	5,715	$359K	0.02%	-58,964	Timeline
IDEVISHARES TR	5,096	$351K	0.02%	0	Timeline
SHENSHENANDOAH TELECOMMUNICATION	27,850	$350K	0.02%	-8,855	Timeline
MEARISHARES U S ETF TR	6,958	$350K	0.02%	+2,796	Timeline
RFREGIONS FINANCIAL CORP NEW	15,956	$347K	0.02%	0	Timeline
FEOERBB FUND TRUST	8,745	$341K	0.02%	new	Timeline
LOWLOWES COS INC	1,458	$340K	0.02%	+221	Timeline
BUFQFIRST TR EXCHNG TRADED FD VI	11,330	$338K	0.02%	new	Timeline
ORIOLD REP INTL CORP	8,604	$337K	0.02%	-100	Timeline
VCRVANGUARD WORLD FD	1,030	$335K	0.02%	+75	Timeline
DVNDEVON ENERGY CORP NEW	8,954	$335K	0.02%	-615	Timeline
INTCINTEL CORP	14,666	$333K	0.02%	-2,141	Timeline
YieldMax MSTR Option Income…YieldMax MSTR Option Income Strat…	16,355	$333K	0.02%	new
IAUISHARES GOLD TR	5,617	$331K	0.02%	+113	Timeline
OWLBLUE OWL CAPITAL INC	16,497	$331K	0.02%	+95	Timeline
AAPRINNOVATOR ETFS TRUST	12,630	$331K	0.02%	-4,044	Timeline
PJULINNOVATOR ETFS TRUST	8,186	$329K	0.02%	-4,239	Timeline
DFASDIMENSIONAL ETF TRUST	5,505	$329K	0.02%	-622	Timeline
NJANINNOVATOR ETFS TRUST	7,073	$328K	0.02%	new	Timeline
PAPRINNOVATOR ETFS TRUST	9,158	$327K	0.02%	-6,853	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	5,156	$325K	0.02%	-76	Timeline
AOMISHARES TR	7,398	$325K	0.02%	-466	Timeline
CMCSACOMCAST CORP NEW	8,779	$324K	0.02%	+620	Timeline
ENBENBRIDGE INC	7,294	$323K	0.02%	0	Timeline
MARMARRIOTT INTL INC NEW	1,351	$322K	0.02%	-62	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	6,378	$319K	0.02%	+52	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	597	$319K	0.02%	-36	Timeline
VKTXVIKING THERAPEUTICS INC	13,174	$318K	0.02%	new	Timeline
XLYSELECT SECTOR SPDR TR	1,602	$316K	0.02%	0	Timeline
FDXFEDEX CORP	1,297	$316K	0.02%	-21	Timeline
DISDISNEY WALT CO	3,162	$312K	0.02%	-99	Timeline
DRIDARDEN RESTAURANTS INC	1,490	$310K	0.02%	0	Timeline
WMWASTE MGMT INC DEL	1,336	$309K	0.02%	+46	Timeline
IONQIONQ INC	14,004	$309K	0.02%	+438	Timeline
BIPBROOKFIELD INFRASTRUCTURE PA	10,371	$309K	0.02%	0	Timeline
AJULINNOVATOR ETFS TRUST	11,551	$309K	0.02%	0	Timeline
CBCHUBB LIMITED	1,017	$307K	0.02%	+102	Timeline
JPIBJ P MORGAN EXCHANGE TRADED F	6,399	$306K	0.02%	-105	Timeline
AZNASTRAZENECA PLC-SPONS ADR	4,116	$303K	0.02%	0	Timeline
MPLXMPLX LP	5,634	$302K	0.02%	+638	Timeline
MMITNYLIM ACTIVE ETF TR	12,564	$301K	0.02%	+98	Timeline
BTCGRAYSCALE BITCOIN MINI TR ET	8,245	$301K	0.02%	new	Timeline
AXPAMERICAN EXPRESS CO	1,118	$301K	0.02%	+207	Timeline
SFSTIFEL FINL CORP	3,187	$300K	0.02%	0	Timeline
GEGE AEROSPACE	1,497	$300K	0.02%	+39	Timeline
NAPRINNOVATOR ETFS TRUST	6,185	$295K	0.02%	-502	Timeline
OREALTY INCOME CORP	5,069	$294K	0.02%	-7	Timeline
MDLZMONDELEZ INTL INC	4,318	$293K	0.02%	-30	Timeline
JAJLINNOVATOR ETFS TRUST	10,774	$293K	0.02%	-800	Timeline
JEMAJ P MORGAN EXCHANGE TRADED F	7,641	$292K	0.02%	+2,064	Timeline
SIVRABRDN SILVER ETF TRUST	8,969	$292K	0.02%	-4,568	Timeline
CHATTIDAL TRUST II	8,338	$291K	0.02%	-3,745	Timeline
VSTVISTRA CORP	2,466	$290K	0.02%	-45	Timeline
VDCVANGUARD WORLD FD	1,318	$288K	0.02%	-277	Timeline
SRLNSSGA ACTIVE ETF TR	7,004	$288K	0.02%	-11,667	Timeline
STXEEA SERIES TRUST	10,531	$288K	0.02%	-23,830	Timeline
ABNBAIRBNB INC	2,398	$286K	0.02%	-606	Timeline
ARCCARES CAPITAL CORP	12,919	$286K	0.02%	+284	Timeline
BLKBLACKROCK INC	301	$285K	0.02%	+12	Timeline
STAGSTAG INDUSTRIAL INC	7,863	$284K	0.02%	-131	Timeline
FFORD MTR CO	28,310	$284K	0.02%	-18,262	Timeline
DTCRGLOBAL X FDS	17,295	$281K	0.02%	new	Timeline
EFSCENTERPRISE FINL SVCS CORP	5,227	$281K	0.02%	+2	Timeline
XBJAINNOVATOR ETFS TRUST	9,931	$280K	0.02%	+1,033	Timeline
GFEBFIRST TR EXCHNG TRADED FD VI	7,444	$274K	0.02%	0	Timeline
CGCARLYLE GROUP INC	6,256	$273K	0.02%	-897	Timeline
JANPPGIM ROCK ETF TR	9,659	$273K	0.02%	0	Timeline
CGGOCAPITAL GROUP GBL GROWTH EQT	9,566	$271K	0.02%	new	Timeline
BOTZGLOBAL X FDS	9,375	$267K	0.02%	-555	Timeline
IJHISHARES TR	4,569	$267K	0.02%	+188	Timeline
GOOYTIDAL TRUST II	22,529	$266K	0.02%	+2,393	Timeline
PIDINVESCO EXCHANGE TRADED FD T	13,876	$265K	0.02%	-3,301	Timeline
VTVANGUARD INTL EQUITY INDEX F	2,281	$264K	0.02%	new	Timeline
ROSTROSS STORES INC	2,050	$262K	0.02%	0	Timeline
LUVSOUTHWEST AIRLS CO	7,796	$262K	0.02%	-2,080	Timeline
NOBLPROSHARES TR	2,561	$262K	0.02%	+20	Timeline
VLOVALERO ENERGY CORP	1,975	$261K	0.02%	+100	Timeline
XLISELECT SECTOR SPDR TR	1,990	$261K	0.02%	-368	Timeline
ITWILLINOIS TOOL WKS INC	1,040	$258K	0.02%	-29	Timeline
UTGREAVES UTIL INCOME FD	7,866	$256K	0.02%	+1,094	Timeline
IJANINNOVATOR ETFS TRUST	7,888	$252K	0.02%	0	Timeline
HDVISHARES TR	2,076	$251K	0.02%	-358	Timeline
AMTAMERICAN TOWER CORP	1,155	$251K	0.02%	-44	Timeline
MSIMOTOROLA SOLUTIONS INC	572	$250K	0.02%	0	Timeline
STZCONSTELLATION BRANDS INC	1,349	$248K	0.01%	-163	Timeline
ISCGISHARES TR	5,424	$244K	0.01%	+5	Timeline
ACNACCENTURE PLC IRELAND	778	$243K	0.01%	0	Timeline
BARGRANITESHARES GOLD TR	7,863	$242K	0.01%	0	Timeline
CCITIGROUP INC	3,396	$241K	0.01%	+388	Timeline
MMM3M CO	1,622	$238K	0.01%	+26	Timeline
IAGGISHARES TR	4,723	$236K	0.01%	+136	Timeline
USEPINNOVATOR ETFS TRUST	6,804	$234K	0.01%	0	Timeline
MPCMARATHON PETE CORP	1,598	$233K	0.01%	-99	Timeline
SHYDVANECK ETF TRUST	10,345	$233K	0.01%	-9,975	Timeline
SFNCSIMMONS FIRST NATL CORP	11,296	$232K	0.01%	0	Timeline
PJUNINNOVATOR ETFS TRUST	6,251	$231K	0.01%	0	Timeline
PDIPIMCO DYNAMIC INCOME FD	11,591	$230K	0.01%	+56	Timeline
ITAISHARES TR	1,497	$229K	0.01%	-1,946	Timeline
COINCOINBASE GLOBAL INC	1,324	$228K	0.01%	-79	Timeline
SHOPSHOPIFY INC	2,360	$225K	0.01%	+46	Timeline
FFLCFIDELITY COVINGTON TRUST	5,175	$225K	0.01%	0	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
SPTISPDR SERIES TRUST	168,608	$4.7M	shares
SPDWSPDR INDEX SHS FDS	47,268	$1.61M	shares
VIOGVANGUARD ADMIRAL FDS INC	7,602	$884K	shares
INDAISHARES TR	16,126	$849K	shares
VIXYPROSHARES TR II	18,725	$843K	shares
IGSBISHARES TR	15,496	$801K	shares
PSCPRINCIPAL EXCHANGE TRADED FD	15,041	$771K	shares
TLTISHARES TR	7,655	$669K	shares
NVGNUVEEN AMT FREE MUN CR INC F	39,050	$479K	shares
HISFFIRST TR EXCHANGE-TRADED FD	6,609	$289K	shares
TGTTARGET CORP	2,038	$275K	shares
FLJPFRANKLIN TEMPLETON ETF TR	9,333	$267K	shares
SPSMSPDR SERIES TRUST	5,898	$265K	shares
MRVLMARVELL TECHNOLOGY INC	2,323	$257K	shares
IWPISHARES TR	1,933	$245K	shares
JPSTJ P MORGAN EXCHANGE TRADED F	4,675	$235K	shares
CAVACAVA GROUP INC	2,035	$230K	shares
FBTCFIDELITY WISE ORIGIN BITCOIN	2,744	$224K	shares
SHVISHARES TR	1,927	$212K	shares
ALABASTERA LABS INC	1,594	$211K	shares
PDPINVESCO EXCHANGE TRADED FD T	1,950	$210K	shares
UAPRINNOVATOR ETFS TRUST	6,668	$206K	shares
ADIANALOG DEVICES INC	962	$204K	shares
VXFVANGUARD INDEX FDS	1,069	$203K	shares
BNOVINNOVATOR ETFS TRUST	5,142	$202K	shares
NXDTNEXPOINT DIVERSIFIED REL ET	29,392	$179K	shares
SILVERCREST METALS INCSILVERCREST METALS INC	14,708	$134K	shares
SHF HOLDINGS INCSHF HOLDINGS INC	24,000	$10.8K	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 0001802984-25-000005	base		2025-05-14	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC