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☆Meridian Wealth Management, LLC

CIK 0001697300 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.542
AUM ($M)
3,226
Positions
809
Turnover
0.11
Top-10 wt
28%
Herfindahl
0.012
History (qtrs)
6
Excess Return
—

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Quarter
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Security type

Holdings · 500 of 858 positions (showing top 500 by weight) · portfolio value $3,226M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆NVDA funds › NVIDIA CORPORATION TRIM — 4.5% -0.3% 145.8 728,772 -58,175 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 3.9% +0.5% 125.2 170,017 +2,959 5 —
☆AAPL funds › APPLE INC ADD — 3.8% +0.0% 122.8 424,395 +1,850 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 2.7% -1.4% 88.3 645,636 -38,913 5 —
☆AMZN funds › AMAZON COM INC TRIM — 2.6% -0.1% 84.0 352,472 -14,200 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 2.4% +0.0% 76.4 102,346 +1,543 5 —
☆GOOGL funds › ALPHABET INC TRIM — 2.2% +0.1% 69.4 194,206 -6,313 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 2.0% -0.0% 64.0 195,616 +2,528 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 1.9% -0.3% 62.1 166,473 -2,807 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 1.7% +1.1% 53.7 46,508 -1,500 5 —
☆AVGO funds › BROADCOM INC ADD — 1.6% +0.1% 51.6 136,509 +3,671 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 1.4% +0.8% 45.0 77,535 -2,268 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 1.3% +0.3% 41.6 87,014 +5,394 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 1.2% -0.1% 37.3 74,514 -1,708 5 —
☆CAT funds › CATERPILLAR INC ADD — 1.1% +0.3% 35.3 33,139 +363 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 1.1% +0.1% 35.2 399,284 +333,995 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II TRIM — 1.1% +0.1% 34.5 213,710 -33,268 5 —
☆GOOG funds › ALPHABET INC ADD — 1.1% +0.1% 34.2 96,830 +286 5 —
☆IVV funds › ISHARES TR TRIM — 1.0% -0.0% 33.7 45,063 -388 5 —
☆META funds › META PLATFORMS INC TRIM — 1.0% -0.3% 32.4 57,460 -8,185 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.9% +0.0% 30.6 140,666 +8,133 5 —
☆TSLA funds › TESLA INC ADD — 0.9% -0.0% 30.1 71,678 +483 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.9% +0.0% 30.1 889,403 +13,130 5 —
☆AER funds › AERCAP HOLDINGS NV ADD — 0.8% +0.2% 26.8 183,574 +45,298 5 —
☆SMTH funds › ALPS ETF TR ADD ETP 0.7% -0.0% 23.8 923,625 +68,355 3 —
☆GLD funds › SPDR GOLD TR TRIM — 0.7% -0.6% 22.3 60,480 -24,909 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.7% -0.0% 22.2 32,325 -439 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.7% -0.1% 21.4 291,941 +14,241 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.6% +0.0% 20.8 56,076 +1,029 5 —
☆ABBV funds › ABBVIE INC ADD — 0.6% +0.0% 19.5 77,358 +954 5 —
☆VBR funds › VANGUARD INDEX FDS ADD — 0.6% +0.0% 18.9 77,936 +1,983 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.6% +0.1% 18.0 15,030 +1,194 5 —
☆WMT funds › WALMART INC TRIM — 0.6% -0.2% 17.9 157,755 -16,230 5 —
☆SOXX funds › ISHARES TR TRIM — 0.5% +0.2% 17.1 26,698 -2,035 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.5% -0.1% 17.0 18,177 +114 5 —
☆IEFA funds › ISHARES TR ADD — 0.5% +0.0% 16.7 172,923 +24,686 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.5% -0.0% 16.4 592,590 +4,667 5 —
☆IJH funds › ISHARES TR TRIM — 0.5% -0.0% 15.9 206,803 -5,977 5 —
☆SPYV funds › SPDR SERIES TRUST ADD — 0.5% -0.0% 15.5 255,696 +372 5 —
☆SPYM funds › SPDR SERIES TRUST TRIM — 0.5% -0.0% 15.4 174,804 -5,354 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.5% +0.0% 15.3 54,546 +761 5 —
☆DGRO funds › ISHARES TR ADD — 0.5% -0.0% 14.8 195,870 +2,792 5 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.5% -0.0% 14.7 403,016 +10,278 5 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.4% +0.0% 13.7 471,477 +642 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.4% -0.1% 13.6 53,587 -2,763 5 —
☆HD funds › HOME DEPOT INC ADD — 0.4% +0.0% 13.5 38,157 +3,176 5 —
☆XSMO funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.4% +0.0% 13.4 142,592 -4,743 5 —
☆IDMO funds › INVESCO EXCH TRADED FD TR II ADD — 0.4% +0.1% 13.3 220,360 +57,902 4 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.4% +0.2% 12.7 37,279 -1,318 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.4% -0.2% 12.5 75,174 -2,517 5 —
☆ASML funds › ASML HLDG NV ADD — 0.4% +0.1% 12.4 6,244 +17 5 —
☆SYBT funds › STOCK YDS BANCORP INC ADD — 0.4% +0.0% 12.2 160,054 +10,050 5 —
☆AUSF funds › GLOBAL X FDS TRIM — 0.4% -0.1% 12.1 246,844 -3,650 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.4% +0.3% 11.9 40,046 +6,268 5 —
☆IWR funds › ISHARES TR ADD — 0.4% +0.0% 11.8 107,200 +1,566 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.3% -0.3% 11.2 96,261 -34,298 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.3% +0.0% 11.1 136,876 +5,511 4 —
☆SLV funds › ISHARES SILVER TR TRIM — 0.3% -0.2% 10.7 200,770 -4,478 5 —
☆RTX funds › RTX CORPORATION TRIM — 0.3% -0.1% 10.3 54,160 -514 5 —
☆MRK funds › MERCK & CO INC ADD — 0.3% +0.0% 10.2 79,604 +7,950 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.3% +0.1% 10.1 13,253 -421 5 —
☆V funds › VISA INC TRIM — 0.3% -0.0% 9.8 28,615 -1,322 5 —
☆GE funds › GE AEROSPACE ADD — 0.3% +0.1% 9.8 26,159 +1,775 5 —
☆GDX funds › VANECK ETF TRUST TRIM — 0.3% -0.1% 9.8 129,245 -2,810 5 —
☆XFIV funds › BONDBLOXX ETF TRUST ADD — 0.3% -0.0% 9.7 199,084 +3,215 3 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.3% -0.3% 9.6 24,114 -9,756 5 —
☆IGM funds › ISHARES TR TRIM — 0.3% +0.0% 9.5 58,381 -5,754 5 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 0.3% +0.0% 9.5 80,247 -2,429 5 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.3% +0.0% 9.5 59,932 +5,391 5 —
☆KLAC funds › KLA CORP ADD — 0.3% -0.2% 9.4 30,990 +21,534 5 —
☆BE funds › BLOOM ENERGY CORP ADD — 0.3% +0.1% 9.3 30,723 +1,803 4 —
☆XMMO funds › INVESCO EXCHANGE TRADED FD T NEW — 0.3% +0.3% 9.0 52,993 +52,993 1 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.3% +0.0% 9.0 244,499 +3,549 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.3% +0.1% 8.7 7,437 +343 5 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.3% +0.1% 8.7 20,080 +3,725 5 —
☆INTC funds › INTEL CORP ADD — 0.3% +0.2% 8.6 62,178 +47,576 5 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.3% +0.0% 8.5 234,510 +1,183 5 —
☆BIL funds › SPDR SERIES TRUST TRIM — 0.3% -0.1% 8.4 92,187 -10,120 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.3% +0.1% 8.4 11,645 +833 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.3% -0.0% 8.4 56,947 -469 5 —
☆UNP funds › UNION PAC CORP TRIM — 0.3% -0.0% 8.1 29,947 -1,099 5 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.3% +0.1% 8.1 12,376 -244 5 —
☆IJR funds › ISHARES TR TRIM — 0.3% -0.0% 8.1 54,787 -3,565 5 —
☆ANET funds › ARISTA NETWORKS INC TRIM — 0.2% +0.0% 8.0 46,940 -2,178 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.2% -0.0% 8.0 96,225 -87 5 —
☆DE funds › DEERE & CO TRIM — 0.2% -0.0% 7.9 12,507 -503 5 —
☆JMBS funds › JANUS DETROIT STR TR ADD — 0.2% -0.0% 7.7 172,231 +18,429 3 —
☆IWM funds › ISHARES TR HOLD — 0.2% +0.0% 7.7 25,657 +0 5 —
☆BKGI funds › BNY MELLON ETF TRUST NEW — 0.2% +0.2% 7.6 168,392 +168,392 1 —
☆PWB funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% +0.0% 7.6 44,884 -726 5 —
☆PEP funds › PEPSICO INC TRIM — 0.2% -0.1% 7.5 55,538 -436 5 —
☆SCHJ funds › SCHWAB STRATEGIC TR ADD — 0.2% -0.0% 7.4 301,188 +7,553 5 —
☆OEF funds › ISHARES TR ADD — 0.2% +0.1% 7.3 20,084 +7,060 5 —
☆FTEC funds › FIDELITY COVINGTON TRUST ADD — 0.2% +0.1% 7.2 25,285 +7,063 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.2% -0.0% 7.2 101,859 -3,266 5 —
☆NBIS funds › NEBIUS GROUP N.V. NEW — 0.2% +0.2% 7.1 25,592 +25,592 1 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.2% -0.0% 7.1 29,847 -1,572 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.2% +0.1% 6.9 36,329 +8,690 5 —
☆IQLT funds › ISHARES TR TRIM — 0.2% -0.0% 6.8 137,805 -5,169 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND ADD — 0.2% +0.0% 6.7 12,799 +237 5 —
☆ORCL funds › ORACLE CORP TRIM — 0.2% -0.1% 6.7 45,548 -9,749 5 —
☆CDX funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 0.2% -0.0% 6.6 314,635 +6,223 3 —
☆RDDT funds › REDDIT INC TRIM — 0.2% +0.0% 6.6 38,125 -644 5 —
☆WCMI funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% +0.0% 6.6 337,010 -1,975 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.2% -0.0% 6.3 21,526 -248 5 —
☆SOXQ funds › INVESCO EXCH TRADED FD TR II ADD — 0.2% +0.1% 6.2 55,677 +1,796 3 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II TRIM — 0.2% +0.0% 6.2 20,440 -404 5 —
☆VRP funds › INVESCO EXCH TRADED FD TR II TRIM — 0.2% -0.0% 6.2 254,210 -2,224 5 —
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 6.2 177,315 +4,071 5 —
☆NFLX funds › NETFLIX INC. ADD — 0.2% -0.1% 6.2 86,259 +6,818 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.2% -0.0% 6.1 77,783 -2,074 5 —
☆KMI funds › KINDER MORGAN INC DEL TRIM — 0.2% -0.1% 6.0 187,278 -20,829 5 —
☆EFA funds › ISHARES TR TRIM — 0.2% -0.0% 6.0 57,614 -2,333 5 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.2% -0.0% 5.6 35,745 +560 5 —
☆MAIN funds › MAIN STR CAP CORP ADD — 0.2% -0.0% 5.6 108,809 +7,612 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.2% +0.0% 5.6 13,546 -791 5 —
☆IGSB funds › ISHARES TR TRIM — 0.2% -0.0% 5.4 103,747 -983 5 —
☆AXSM funds › AXSOME THERAPEUTICS INC. ADD — 0.2% +0.0% 5.4 22,028 +4 5 —
☆SO funds › SOUTHERN CO ADD — 0.2% -0.0% 5.4 55,960 +1,983 5 —
☆IYW funds › ISHARES TR ADD — 0.2% +0.0% 5.3 21,052 +1,741 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.2% -0.1% 5.3 10,310 -6,498 5 —
☆DHI funds › D R HORTON INC TRIM — 0.2% -0.0% 5.3 32,442 -1,360 5 —
☆LVHI funds › LEGG MASON ETF INVT ADD — 0.2% -0.0% 5.3 129,539 +4,397 5 —
☆AMGN funds › AMGEN INC TRIM — 0.2% -0.0% 5.2 14,339 -184 5 —
☆HEQT funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 0.2% -0.0% 5.2 154,811 +179 5 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.2% +0.0% 5.2 44,756 -840 5 —
☆GILD funds › GILEAD SCIENCES INC TRIM — 0.2% -0.0% 5.2 40,890 -825 5 —
☆KYN funds › KAYNE ANDERSON ENERGY INFRST TRIM — 0.2% -0.0% 5.2 373,362 -35,918 5 —
☆SAMT funds › ADVISORS INNER CIRCLE FD III ADD — 0.2% +0.1% 5.2 107,983 +46,417 2 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.2% -0.0% 5.1 118,278 -1,626 5 —
☆LAMR funds › LAMAR ADVERTISING CO ADD — 0.2% +0.0% 5.1 32,708 +378 5 —
☆PAVE funds › GLOBAL X FDS ADD — 0.2% +0.0% 5.0 85,334 +10,501 5 —
☆MS funds › MORGAN STANLEY ADD — 0.2% +0.0% 5.0 24,001 +437 5 —
☆EMR funds › EMERSON ELEC CO TRIM — 0.2% -0.0% 4.9 34,358 -1,785 5 —
☆DRAM funds › ROUNDHILL ETF TRUST NEW — 0.2% +0.2% 4.8 65,610 +65,610 1 —
☆ARCC funds › ARES CAPITAL CORP ADD — 0.1% +0.0% 4.7 253,713 +27,736 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.1% +0.1% 4.7 27,475 +27,475 1 —
☆FV funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.1% +0.0% 4.6 60,956 +0 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 4.6 156,349 +5,695 5 —
☆FE funds › FIRSTENERGY CORP TRIM — 0.1% -0.0% 4.5 95,358 -8,836 5 —
☆EEM funds › ISHARES TR TRIM — 0.1% +0.0% 4.5 66,136 -2,948 5 —
☆XME funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 4.5 42,065 +1,227 5 —
☆ING funds › ING GROEP N.V. TRIM — 0.1% +0.0% 4.4 141,139 -2,559 5 —
☆SHOP funds › SHOPIFY INC TRIM — 0.1% -0.4% 4.4 38,767 -85,063 5 —
☆FRDM funds › EA SERIES TRUST ADD — 0.1% +0.1% 4.4 60,688 +33,423 2 —
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 4.4 98,892 -1,503 5 —
☆TFLO funds › ISHARES TR TRIM — 0.1% -0.2% 4.4 86,268 -84,402 5 —
☆VTEB funds › VANGUARD MUN BD FDS TRIM — 0.1% -0.0% 4.4 86,067 -603 5 —
☆IEF funds › ISHARES TR TRIM — 0.1% -0.0% 4.3 45,773 -1,746 5 —
☆DELL funds › DELL TECHNOLOGIES INC ADD — 0.1% +0.1% 4.3 10,028 +8,139 3 —
☆DON funds › WISDOMTREE TR TRIM — 0.1% -0.0% 4.3 76,429 -6,767 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 4.3 136,105 +3,850 5 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 4.3 81,285 -931 5 —
☆KO funds › COCA COLA CO ADD — 0.1% +0.0% 4.3 52,757 +7,333 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.1% -0.1% 4.3 27,336 -440 5 —
☆ACIO funds › ETF SER SOLUTIONS TRIM — 0.1% -0.0% 4.3 92,509 -348 3 —
☆DGT funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 4.2 22,994 +653 5 —
☆C funds › CITIGROUP INC ADD — 0.1% +0.0% 4.2 30,014 +266 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC ADD — 0.1% -0.0% 4.2 45,506 +1,960 5 —
☆D funds › DOMINION ENERGY INC ADD — 0.1% +0.1% 4.1 60,758 +40,366 5 —
☆IREN funds › IREN LIMITED TRIM — 0.1% +0.0% 4.1 90,391 -3,371 4 —
☆NEEPRS funds › NEXTERA ENERGY INC TRIM — 0.1% -0.0% 4.1 77,579 -3,826 4 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.1% +0.1% 4.1 42,668 +29,801 5 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.1% +0.0% 4.0 12,095 +394 5 —
☆FEZ funds › SPDR INDEX SHS FDS ADD — 0.1% -0.0% 4.0 58,781 +949 5 —
☆NOC funds › NORTHROP GRUMMAN CORP TRIM — 0.1% -0.1% 4.0 7,814 -313 5 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF ADD — 0.1% +0.0% 3.9 83,239 +1,155 5 —
☆IWF funds › ISHARES TR ADD — 0.1% -0.0% 3.9 31,049 +22,728 5 —
☆XSVN funds › BONDBLOXX ETF TRUST ADD — 0.1% -0.0% 3.8 80,769 +7,773 5 —
☆XTRE funds › BONDBLOXX ETF TRUST ADD — 0.1% -0.0% 3.7 75,984 +2,238 5 —
☆FNDX funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 3.7 119,609 +7 5 —
☆SHV funds › ISHARES TR TRIM — 0.1% -0.2% 3.7 33,553 -56,934 5 —
☆DLR funds › DIGITAL RLTY TR INC TRIM — 0.1% -0.0% 3.7 20,385 -424 5 —
☆MUB funds › ISHARES TR ADD — 0.1% +0.1% 3.6 33,697 +17,229 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.1% +0.0% 3.6 31,004 +3,644 5 —
☆NET funds › CLOUDFLARE INC TRIM — 0.1% -0.0% 3.6 14,675 -2,607 5 —
☆HYG funds › ISHARES TR ADD — 0.1% -0.0% 3.6 44,994 +1,605 5 —
☆ARES funds › ARES MANAGEMENT CORPORATION TRIM — 0.1% -0.0% 3.5 31,354 -950 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 3.5 41,331 -2,180 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 3.5 42,954 +30,811 5 —
☆BSV funds › VANGUARD BD INDEX FDS TRIM — 0.1% -0.0% 3.5 44,352 -466 5 —
☆APH funds › AMPHENOL CORP TRIM — 0.1% +0.0% 3.4 19,399 -3,850 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.1% -0.0% 3.3 26,460 +1,112 5 —
☆GRNY funds › TIDAL TRUST I TRIM — 0.1% -0.0% 3.3 120,104 -7,557 4 —
☆TLT funds › ISHARES TR TRIM — 0.1% -0.0% 3.3 38,296 -1,406 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM — 0.1% -0.0% 3.3 4,687 -192 5 —
☆XLY funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 3.3 27,863 +2,366 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 3.2 54,598 +5,027 5 —
☆IWP funds › ISHARES TR ADD — 0.1% +0.0% 3.2 21,889 +625 5 —
☆SDOG funds › ALPS ETF TR TRIM ETP 0.1% -0.0% 3.2 46,505 -630 5 —
☆QLD funds › PROSHARES TR ADD — 0.1% +0.0% 3.1 32,122 +3,879 5 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE ADD — 0.1% +0.0% 3.1 62,254 +136 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO TRIM — 0.1% -0.0% 3.0 52,891 -2,243 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 3.0 25,391 +22,286 5 —
☆PFF funds › ISHARES TR ADD — 0.1% +0.0% 3.0 99,469 +32,178 5 —
☆SSO funds › PROSHARES TR ADD — 0.1% +0.0% 2.9 43,774 +9,223 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.1% +0.0% 2.9 2,909 +224 5 —
☆LOW funds › LOWES COS INC ADD — 0.1% -0.0% 2.9 13,212 +1,415 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.0% 2.9 13,630 -4,663 5 —
☆TJX funds › TJX COS INC NEW ADD — 0.1% -0.0% 2.9 19,013 +3,074 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.1% +0.0% 2.8 49,890 +2,351 5 —
☆SGOV funds › ISHARES TR ADD — 0.1% -0.0% 2.8 28,041 +296 5 —
☆EDV funds › VANGUARD WORLD FD ADD — 0.1% -0.0% 2.8 43,247 +300 5 —
☆QUAL funds › ISHARES TR ADD — 0.1% +0.0% 2.8 12,599 +61 5 —
☆QXO funds › QXO INC ADD — 0.1% -0.0% 2.8 159,876 +10,762 5 —
☆DRI funds › DARDEN RESTAURANTS INC ADD — 0.1% -0.0% 2.7 13,348 +265 3 —
☆BA funds › BOEING CO ADD — 0.1% +0.0% 2.7 12,699 +805 5 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 2.7 60,212 +5,079 5 —
☆IOO funds › ISHARES TR TRIM — 0.1% -0.0% 2.7 19,928 -30 5 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET TRIM — 0.1% +0.0% 2.7 60,848 -77 5 —
☆CFG funds › CITIZENS FINL GROUP INC ADD — 0.1% +0.0% 2.7 38,577 +1,543 3 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP TRIM — 0.1% -0.0% 2.7 32,950 -2,602 5 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 2.6 49,170 -3,295 5 —
☆BHP funds › BHP BILLITON LIMITED NEW — 0.1% +0.1% 2.6 31,036 +31,036 1 —
☆AKRE funds › PROFESIONALLY MANAGED PORTFO HOLD — 0.1% -0.1% 2.6 58,294 +0 3 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.1% -0.0% 2.6 14,141 -232 5 —
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.1% -0.0% 2.6 23,785 +201 5 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% -0.0% 2.6 14,472 +70 5 —
☆IEMG funds › ISHARES INC ADD — 0.1% +0.0% 2.6 30,827 +10,025 5 —
☆DRSK funds › ETF SER SOLUTIONS ADD — 0.1% +0.0% 2.5 87,803 +25,302 5 —
☆PFE funds › PFIZER INC ADD — 0.1% -0.0% 2.5 103,774 +12,227 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 2.5 60,350 +6,818 5 —
☆SCIO funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 2.5 119,669 +28,599 3 —
☆CGGO funds › CAPITAL GROUP GBL GROWTH EQT TRIM — 0.1% +0.0% 2.5 58,285 -212 5 —
☆VOE funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 2.5 12,515 -1,493 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.1% -0.0% 2.4 57,402 +1,470 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC TRIM — 0.1% +0.0% 2.4 6,437 -101 5 —
☆QCOM funds › QUALCOMM INC ADD — 0.1% +0.0% 2.4 12,854 +1,894 5 —
☆IBDU funds › ISHARES TR ADD — 0.1% -0.0% 2.3 101,185 +9,175 5 —
☆WDC funds › WESTERN DIGITAL CORP ADD — 0.1% +0.1% 2.3 3,665 +1,681 2 —
☆APP funds › APPLOVIN CORP ADD — 0.1% +0.0% 2.3 4,541 +1,010 5 —
☆IWS funds › ISHARES TR TRIM — 0.1% -0.0% 2.3 14,009 -189 5 —
☆ETN funds › EATON CORP PLC ADD — 0.1% +0.0% 2.3 5,405 +177 5 —
☆FIG funds › FIGMA INC NEW — 0.1% +0.1% 2.3 126,832 +126,832 1 —
☆WMS funds › ADVANCED DRAIN SYS INC DEL ADD — 0.1% +0.0% 2.3 14,569 +1,460 2 —
☆PH funds › PARKER-HANNIFIN CORP TRIM — 0.1% -0.0% 2.3 2,313 -365 5 —
☆ITB funds › ISHARES TR ADD — 0.1% +0.0% 2.2 21,523 +1,563 5 —
☆IBDV funds › ISHARES TR ADD — 0.1% -0.0% 2.2 102,957 +7,906 5 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.1% -0.0% 2.2 4,388 -184 5 —
☆IWY funds › ISHARES TR ADD — 0.1% +0.0% 2.2 7,683 +694 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS TRIM — 0.1% -0.0% 2.2 22,453 -4,046 5 —
☆VOT funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 2.2 7,092 -834 5 —
☆GOVT funds › ISHARES TR TRIM — 0.1% -0.0% 2.2 95,034 -10,254 5 —
☆CGCB funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.1% -0.0% 2.1 81,832 -17,000 5 —
☆SFLR funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 2.1 55,492 -7,377 5 —
☆GLW funds › CORNING INC ADD — 0.1% +0.0% 2.1 8,377 +4,088 4 —
☆DAL funds › DELTA AIR LINES INC TRIM — 0.1% +0.0% 2.1 22,865 -1,510 5 —
☆IJK funds › ISHARES TR TRIM — 0.1% +0.0% 2.1 17,963 -76 5 —
☆IWO funds › ISHARES TR ADD — 0.1% +0.0% 2.1 5,323 +286 5 —
☆SUB funds › ISHARES TR TRIM — 0.1% -0.0% 2.1 19,655 -139 5 —
☆SOXL funds › DIREXION SHARES ETF TRUST TRIM — 0.1% +0.0% 2.1 7,722 -12,157 5 —
☆BNY funds › BANK OF NY MELLON CORP TRIM — 0.1% +0.0% 2.0 14,008 -257 5 —
☆FNCL funds › FIDELITY COVINGTON TRUST ADD — 0.1% +0.0% 2.0 26,295 +8,680 5 —
☆BINC funds › BLACKROCK ETF TRUST II ADD — 0.1% -0.0% 2.0 38,391 +4,355 5 —
☆IXN funds › ISHARES TR ADD — 0.1% +0.0% 2.0 13,899 +18 5 —
☆HGRO funds › ETF OPPORTUNITIES TRUST NEW — 0.1% +0.1% 2.0 63,912 +63,912 1 —
☆FAST funds › FASTENAL CO TRIM — 0.1% -0.0% 2.0 41,595 -152 5 —
☆IEV funds › ISHARES TR TRIM — 0.1% -0.0% 2.0 27,300 -874 5 —
☆FITB funds › FIFTH THIRD BANCORP ADD — 0.1% +0.0% 2.0 35,148 +5,440 5 —
☆SMLF funds › ISHARES TR TRIM — 0.1% -0.0% 2.0 22,147 -1,754 2 —
☆MCD funds › MCDONALDS CORP ADD — 0.1% -0.0% 2.0 7,302 +200 5 —
☆AAUA funds › EA SERIES TRUST HOLD — 0.1% +0.0% 2.0 34,568 +0 2 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 2.0 22,329 +18,130 5 —
☆EMXC funds › ISHARES INC TRIM — 0.1% -0.0% 1.9 18,961 -2,821 5 —
☆FDIS funds › FIDELITY COVINGTON TRUST ADD — 0.1% +0.0% 1.9 18,598 +5,976 5 —
☆XLP funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 1.9 22,987 +1,031 5 —
☆IBDW funds › ISHARES TR ADD — 0.1% -0.0% 1.9 91,217 +8,425 5 —
☆ETV funds › EATON VANCE TAX-MANAGED BUY- ADD — 0.1% +0.0% 1.9 127,068 +31,045 5 —
☆RIO funds › RIO TINTO PLC NEW — 0.1% +0.1% 1.9 19,835 +19,835 1 —
☆CGCV funds › CAPITAL GROUP CONSERVATIVE E TRIM — 0.1% -0.0% 1.9 57,204 -365 5 —
☆VXUS funds › VANGUARD STAR FDS TRIM — 0.1% -0.0% 1.9 21,939 -2 5 —
☆VBK funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 1.9 5,111 +575 5 —
☆BOXX funds › EA SERIES TRUST ADD — 0.1% +0.0% 1.8 15,638 +5,968 3 —
☆SBUX funds › STARBUCKS CORP ADD — 0.1% +0.0% 1.8 17,584 +1,529 5 —
☆FCOM funds › FIDELITY COVINGTON TRUST ADD — 0.1% +0.0% 1.8 25,831 +10,282 5 —
☆IWB funds › ISHARES TR TRIM — 0.1% -0.0% 1.8 4,381 -279 5 —
☆FHLC funds › FIDELITY COVINGTON TRUST ADD — 0.1% +0.0% 1.8 23,197 +8,438 5 —
☆GPIX funds › GOLDMAN SACHS ETF TR TRIM — 0.1% -0.0% 1.8 32,065 -1,862 5 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.1% +0.0% 1.8 20,265 +5,565 5 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.1% -0.0% 1.8 5,249 -1,511 5 —
☆TFC funds › TRUIST FINL CORP ADD — 0.1% +0.0% 1.8 35,390 +3,862 5 —
☆CNQ funds › CANADIAN NAT RES LTD MED TER TRIM — 0.1% -0.0% 1.8 44,582 -2,520 2 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.1% +0.0% 1.7 5,864 +81 5 —
☆FBCG funds › FIDELITY COVINGTON TRUST HOLD — 0.1% +0.0% 1.7 28,000 +0 5 —
☆IWN funds › ISHARES TR ADD — 0.1% +0.0% 1.7 7,858 +12 5 —
☆GSLC funds › GOLDMAN SACHS ETF TR TRIM — 0.1% -0.0% 1.7 12,133 -19 5 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.1% -0.0% 1.7 7,723 -500 5 —
☆AGG funds › ISHARES TR TRIM — 0.1% -0.0% 1.7 17,322 -1,996 5 —
☆PNC funds › PNC FINL SVCS GROUP INC TRIM — 0.1% +0.0% 1.7 6,879 -104 5 —
☆GPIQ funds › GOLDMAN SACHS ETF TR TRIM — 0.1% -0.0% 1.7 28,249 -1,672 5 —
☆CASY funds › CASEYS GEN STORES INC ADD — 0.1% +0.0% 1.7 2,107 +515 5 —
☆FIDU funds › FIDELITY COVINGTON TRUST ADD — 0.1% +0.0% 1.7 16,643 +5,736 5 —
☆VDE funds › VANGUARD WORLD FD ADD — 0.1% -0.0% 1.6 10,979 +836 5 —
☆DVY funds › ISHARES TR TRIM — 0.1% -0.0% 1.6 10,537 -23 5 —
☆MAR funds › MARRIOTT INTL INC NEW TRIM — 0.1% -0.0% 1.6 4,411 -156 5 —
☆T funds › AT&T INC ADD — 0.1% -0.0% 1.6 78,730 +3,001 5 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 0.1% -0.0% 1.6 32,122 -2,083 5 —
☆CB funds › CHUBB LIMITED ADD — 0.0% +0.0% 1.6 4,702 +927 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.0% -0.0% 1.6 12,829 +18 5 —
☆CRWV funds › COREWEAVE INC ADD — 0.0% +0.0% 1.6 16,040 +3,931 5 —
☆NOBL funds › PROSHARES TR ADD — 0.0% -0.0% 1.6 28,387 +14,901 5 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 0.0% +0.0% 1.6 17,366 +232 5 —
☆HGER funds › HARBOR ETF TRUST ADD — 0.0% +0.0% 1.6 53,902 +23,759 3 —
☆PSA funds › PUBLIC STORAGE ADD — 0.0% +0.0% 1.6 4,968 +114 5 —
☆SNDK funds › SANDISK CORP NEW — 0.0% +0.0% 1.6 694 +694 1 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 1.6 8,516 +130 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.0% -0.0% 1.6 18,804 -8,988 5 —
☆MCK funds › MCKESSON CORP TRIM — 0.0% -0.0% 1.5 2,043 -7 5 —
☆ASCE funds › ALLSPRING EXCHANGE TRADED FU ADD — 0.0% +0.0% 1.5 43,882 +7,884 3 —
☆ARM funds › ARM HOLDINGS PLC ADD — 0.0% +0.0% 1.5 4,295 +1,003 5 —
☆DBEF funds › DBX ETF TR ADD — 0.0% -0.0% 1.5 27,856 +311 5 —
☆ZBH funds › ZIMMER BIOMET HOLDINGS INC ADD — 0.0% +0.0% 1.5 17,626 +8,451 5 —
☆IWD funds › ISHARES TR ADD — 0.0% +0.0% 1.5 6,031 +138 5 —
☆PGR funds › PROGRESSIVE CORP ADD — 0.0% +0.0% 1.4 6,631 +486 5 —
☆SPSM funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 1.4 24,834 -1,849 5 —
☆ET funds › ENERGY TRANSFER L P ADD — 0.0% -0.0% 1.4 74,768 +2,909 5 —
☆CGW funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 1.4 21,742 -300 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 1.4 25,250 -1,393 5 —
☆URI funds › UNITED RENTALS INC TRIM — 0.0% +0.0% 1.4 1,257 -47 5 —
☆DIVI funds › FRANKLIN TEMPLETON ETF TR ADD — 0.0% -0.0% 1.4 33,131 +999 2 —
☆SPYD funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 1.4 29,401 -170 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.0% +0.0% 1.4 41,694 +14,919 5 —
☆AZN funds › ASTRAZENECA PLC TRIM — 0.0% -0.0% 1.4 7,351 -52 2 —
☆RCL funds › ROYAL CARIBBEAN GROUP ADD — 0.0% +0.0% 1.4 4,366 +1,582 5 —
☆SCMB funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 1.4 52,784 -1,017 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.0% -0.0% 1.4 14,889 -103 5 —
☆JHPI funds › JOHN HANCOCK EXCHANGE TRADED TRIM — 0.0% -0.0% 1.3 59,387 -5,202 4 —
☆MMKT funds › TEXAS CAPITAL FUNDS TRUST TRIM — 0.0% -0.0% 1.3 13,319 -1,601 3 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 1.3 22,881 +325 5 —
☆FLMI funds › FRANKLIN TEMPLETON ETF TR ADD — 0.0% -0.0% 1.3 52,533 +5,086 5 —
☆DIVO funds › AMPLIFY ETF TR TRIM — 0.0% -0.0% 1.3 28,853 -1,383 5 —
☆MO funds › ALTRIA GROUP INC ADD — 0.0% -0.0% 1.3 18,396 +552 5 —
☆CGCP funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.0% -0.0% 1.3 58,875 -5,644 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC TRIM — 0.0% -0.0% 1.3 9,576 -814 5 —
☆CM funds › CANADIAN IMPERIAL BANK OF CO TRIM — 0.0% +0.0% 1.3 11,288 -146 5 —
☆DIS funds › DISNEY WALT CO TRIM — 0.0% -0.0% 1.3 13,435 -1,530 5 —
☆EVT funds › EATON VANCE TAX ADVT DIV INC ADD — 0.0% +0.0% 1.3 46,138 +1,072 5 —
☆CUSIP:829073105 funds › SIMPSON MFG INC HOLD — 0.0% +0.0% 1.3 6,081 +0 5 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.0% -0.0% 1.3 3,590 -165 5 —
☆IBDT funds › ISHARES TR ADD — 0.0% +0.0% 1.3 50,100 +39,500 2 —
☆COWZ funds › PACER FDS TR TRIM — 0.0% -0.0% 1.3 20,287 -4,906 5 —
☆LIN funds › LINDE PLC ADD — 0.0% +0.0% 1.3 2,429 +974 5 —
☆ITOT funds › ISHARES TR ADD — 0.0% +0.0% 1.2 7,553 +56 5 —
☆ETB funds › EATON VANCE TAX MNGED BUY WR ADD — 0.0% -0.0% 1.2 79,209 +4,316 5 —
☆TWLO funds › TWILIO INC TRIM — 0.0% +0.0% 1.2 5,906 -1,829 5 —
☆RGTI funds › RIGETTI COMPUTING INC ADD — 0.0% +0.0% 1.2 62,977 +25,635 4 —
☆SHLD funds › GLOBAL X FDS ADD — 0.0% -0.0% 1.2 20,178 +2,403 4 —
☆DVA funds › DAVITA INC ADD — 0.0% +0.0% 1.2 5,410 +4 5 —
☆CVS funds › CVS HEALTH CORP ADD — 0.0% +0.0% 1.2 11,604 +562 5 —
☆KR funds › KROGER CO TRIM — 0.0% -0.0% 1.2 21,548 -378 5 —
☆MELI funds › MERCADOLIBRE INC ADD — 0.0% +0.0% 1.2 705 +160 5 —
☆VTEC funds › VANGUARD CALIF TAX FREE FDS HOLD — 0.0% -0.0% 1.2 11,725 +0 5 —
☆MPC funds › MARATHON PETE CORP ADD — 0.0% -0.0% 1.2 4,574 +30 5 —
☆F funds › FORD MTR CO ADD — 0.0% +0.0% 1.2 84,054 +3,719 5 —
☆VLUE funds › ISHARES TR ADD — 0.0% +0.0% 1.2 5,817 +261 5 —
☆VV funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 1.1 3,335 -1,215 5 —
☆SYLD funds › CAMBRIA ETF TR TRIM — 0.0% -0.0% 1.1 14,391 -230 5 —
☆EME funds › EMCOR GROUP INC ADD — 0.0% +0.0% 1.1 1,357 +239 4 —
☆MGV funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 1.1 6,811 +471 5 —
☆EFG funds › ISHARES TR TRIM — 0.0% -0.0% 1.1 8,886 -507 5 —
☆REMX funds › VANECK ETF TRUST ADD — 0.0% +0.0% 1.1 12,432 +3,377 3 —
☆GWW funds › WW GRAINGER INC TRIM — 0.0% +0.0% 1.1 804 -29 5 —
☆CAH funds › CARDINAL HEALTH INC TRIM — 0.0% -0.0% 1.1 4,586 -411 5 —
☆NUE funds › NUCOR CORP ADD — 0.0% +0.0% 1.1 4,882 +1,179 5 —
☆FISV funds › FISERV INC TRIM — 0.0% -0.1% 1.1 22,115 -22,925 5 —
☆GLDM funds › WORLD GOLD TR ADD — 0.0% -0.0% 1.1 13,414 +245 4 —
☆IUSG funds › ISHARES TR ADD — 0.0% +0.0% 1.1 5,612 +107 5 —
☆SILJ funds › AMPLIFY ETF TR TRIM — 0.0% -0.0% 1.0 40,379 -2,771 2 —
☆MMM funds › 3M CO TRIM — 0.0% -0.0% 1.0 6,397 -403 5 —
☆DBMF funds › LITMAN GREGORY FDS TR ADD — 0.0% +0.0% 1.0 33,805 +11,341 5 —
☆STM funds › STMICROELECTRONICS N V ADD — 0.0% +0.0% 1.0 13,734 +3,509 2 —
☆XLB funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 1.0 20,296 -83 5 —
☆CGMU funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.0% -0.0% 1.0 37,301 +1,291 5 —
☆IXUS funds › ISHARES TR ADD — 0.0% -0.0% 1.0 10,709 +220 5 —
☆HOOD funds › ROBINHOOD MKTS INC TRIM — 0.0% +0.0% 1.0 10,168 -535 5 —
☆IMTM funds › ISHARES TR ADD — 0.0% +0.0% 1.0 19,052 +10,508 3 —
☆BP funds › BP PLC ADD — 0.0% -0.0% 1.0 27,488 +408 5 —
☆TER funds › TERADYNE INC ADD — 0.0% +0.0% 1.0 2,077 +88 4 —
☆IDEV funds › ISHARES TR ADD — 0.0% +0.0% 1.0 11,199 +3,865 2 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF TRIM — 0.0% -0.0% 1.0 21,845 -625 5 —
☆VXF funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 1.0 4,010 -885 5 —
☆FXI funds › ISHARES TR TRIM — 0.0% -0.0% 1.0 31,114 -79 2 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.0% -0.0% 1.0 5,502 +5,115 5 —
☆SCHO funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 1.0 40,211 +314 5 —
☆STK funds › COLUMBIA SELIGM PREM TECH GR ADD — 0.0% +0.0% 1.0 17,839 +92 5 —
☆WPM funds › WHEATON PRECIOUS METALS CORP ADD — 0.0% -0.0% 1.0 8,547 +354 5 —
☆XAR funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 1.0 3,371 +70 5 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.9 13,147 -1,934 5 —
☆DEFR funds › ETF SER SOLUTIONS ADD — 0.0% +0.0% 0.9 35,445 +7,089 3 —
☆ESGU funds › ISHARES TR TRIM — 0.0% +0.0% 0.9 5,708 -43 5 —
☆GFS funds › GLOBALFOUNDRIES INC ADD — 0.0% +0.0% 0.9 11,208 +1,291 5 —
☆TT funds › TRANE TECHNOLOGIES PLC ADD — 0.0% +0.0% 0.9 1,876 +199 5 —
☆BSMR funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.0% -0.0% 0.9 38,953 +0 5 —
☆AOA funds › ISHARES TR ADD — 0.0% +0.0% 0.9 9,426 +1,678 5 —
☆STRL funds › STERLING INFRASTRUCTURE INC TRIM — 0.0% +0.0% 0.9 1,085 -13 5 —
☆IVW funds › ISHARES TR TRIM — 0.0% +0.0% 0.9 6,606 -90 5 —
☆ARTY funds › ISHARES TR NEW — 0.0% +0.0% 0.9 11,873 +11,873 1 —
☆BSMQ funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.0% -0.0% 0.9 37,846 +0 5 —
☆SPSB funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.9 29,637 +264 2 —
☆SHEL funds › SHELL PLC ADD — 0.0% -0.0% 0.9 11,462 +583 5 —
☆RKLB funds › ROCKET LAB CORP ADD — 0.0% +0.0% 0.9 8,739 +2,136 5 —
☆SCCO funds › SOUTHERN COPPER CORP ADD — 0.0% -0.0% 0.9 5,044 +56 4 —
☆AZO funds › AUTOZONE INC ADD — 0.0% +0.0% 0.9 273 +125 5 —
☆YUM funds › YUM BRANDS INC TRIM — 0.0% -0.0% 0.9 5,450 -863 5 —
☆CGIC funds › CAPITAL GROUP INTERNATIONAL HOLD — 0.0% -0.0% 0.9 23,855 +0 5 —
☆IAUM funds › ISHARES GOLD TRUST MICRO ADD — 0.0% +0.0% 0.9 21,685 +5,538 3 —
☆FBT funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.9 3,498 +0 5 —
☆BIV funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.0% 0.9 11,208 -295 5 —
☆NRGV funds › ENERGY VAULT HOLDINGS INC ADD — 0.0% +0.0% 0.9 182,475 +34,600 3 —
☆ECL funds › ECOLAB INC ADD — 0.0% -0.0% 0.9 3,084 +62 5 —
☆MDT funds › MEDTRONIC PLC TRIM — 0.0% -0.0% 0.9 10,891 -400 5 —
☆HECA funds › ETF OPPORTUNITIES TRUST NEW — 0.0% +0.0% 0.9 31,195 +31,195 1 —
☆ALAB funds › ASTERA LABS INC NEW — 0.0% +0.0% 0.8 1,759 +1,759 1 —
☆PPG funds › PPG INDS INC TRIM — 0.0% -0.0% 0.8 6,976 -113 5 —
☆DSI funds › ISHARES TR TRIM — 0.0% -0.0% 0.8 5,932 -204 5 —
☆PLD funds › PROLOGIS INC. ADD — 0.0% -0.0% 0.8 6,224 +183 5 —
☆FSTA funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 0.8 16,043 +4,433 5 —
☆CFR funds › CULLEN FROST BANKERS INC ADD — 0.0% +0.0% 0.8 5,427 +1,674 3 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.0% -0.0% 0.8 11,058 -725 5 —
☆MTB funds › M & T BK CORP ADD — 0.0% +0.0% 0.8 3,498 +230 5 —
☆SHY funds › ISHARES TR TRIM — 0.0% -0.0% 0.8 10,061 -190 5 —
☆EOSE funds › EOS ENERGY ENTERPRISES INC ADD — 0.0% +0.0% 0.8 139,111 +50,861 5 —
☆CI funds › THE CIGNA GROUP ADD — 0.0% -0.0% 0.8 2,955 +49 5 —
☆FLRN funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.8 26,377 -587 5 —
☆PWR funds › QUANTA SVCS INC ADD — 0.0% +0.0% 0.8 1,129 +485 2 —
☆HEFA funds › ISHARES TR TRIM — 0.0% -0.0% 0.8 17,310 -1,600 5 —
☆ACWX funds › ISHARES TR HOLD — 0.0% -0.0% 0.8 10,547 +0 5 —
☆IYJ funds › ISHARES TR ADD — 0.0% -0.0% 0.8 4,803 +4 5 —
☆LITE funds › LUMENTUM HLDGS INC ADD — 0.0% +0.0% 0.8 931 +185 2 —
☆NEM funds › NEWMONT CORP ADD — 0.0% -0.0% 0.8 8,451 +1,690 5 —
☆MNST funds › MONSTER BEVERAGE CORP NEW TRIM — 0.0% +0.0% 0.8 8,205 -832 5 —
☆LNG funds › CHENIERE ENERGY INC ADD — 0.0% -0.0% 0.8 3,250 +224 5 —
☆IJT funds › ISHARES TR TRIM — 0.0% +0.0% 0.8 4,292 -70 5 —
☆ITW funds › ILLINOIS TOOL WKS INC ADD — 0.0% -0.0% 0.8 2,827 +16 5 —
☆VTIP funds › VANGUARD MALVERN FDS TRIM — 0.0% -0.0% 0.8 15,172 -78 5 —
☆IBB funds › ISHARES TR TRIM — 0.0% -0.0% 0.8 3,957 -194 5 —
☆NUVB funds › NUVATION BIO INC TRIM — 0.0% +0.0% 0.8 132,256 -809 5 —
☆GSBD funds › GOLDMAN SACHS BDC INC TRIM — 0.0% -0.0% 0.7 79,077 -9,147 5 —
☆QQQI funds › NEOS ETF TRUST TRIM — 0.0% -0.0% 0.7 13,190 -2,101 3 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.0% -0.0% 0.7 1 +0 5 —
☆VHT funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.7 2,503 +293 5 —
☆SPTM funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.7 8,201 +3,723 4 —
☆GDXJ funds › VANECK ETF TRUST TRIM — 0.0% -0.0% 0.7 7,574 -729 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.7 3,296 +3,296 1 —
☆CL funds › COLGATE PALMOLIVE CO TRIM — 0.0% -0.0% 0.7 8,012 -155 5 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.7 3,296 +3,296 1 —
☆COPX funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.7 9,433 +1,809 4 —
☆GRMN funds › GARMIN LTD ADD — 0.0% -0.0% 0.7 3,027 +130 5 —
☆SDY funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.7 4,725 -32 5 —
☆CBRE funds › CBRE GROUP INC TRIM — 0.0% -0.0% 0.7 5,331 -176 5 —
☆FUMB funds › FIRST TR EXCH TRADED FD III ADD — 0.0% +0.0% 0.7 35,742 +4,840 5 —
☆XLC funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.7 6,688 +355 5 —
☆MCO funds › MOODYS CORP ADD — 0.0% +0.0% 0.7 1,579 +202 5 —
☆IYF funds › ISHARES TR ADD — 0.0% -0.0% 0.7 5,593 +4 5 —
☆DGX funds › QUEST DIAGNOSTICS INC TRIM — 0.0% -0.0% 0.7 3,348 -4 5 —
☆VPU funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.7 3,617 -476 5 —
☆CALI funds › BLACKROCK ETF TRUST II HOLD — 0.0% -0.0% 0.7 14,000 +0 4 —
☆COP funds › CONOCOPHILLIPS ADD — 0.0% -0.0% 0.7 6,757 +727 5 —
☆GM funds › GENERAL MTRS CO ADD — 0.0% -0.0% 0.7 8,918 +201 5 —
☆BUXX funds › EA SERIES TRUST NEW — 0.0% +0.0% 0.7 34,196 +34,196 1 —
☆SRE funds › SEMPRA ADD — 0.0% -0.0% 0.7 7,444 +837 5 —
☆FTNT funds › FORTINET INC TRIM — 0.0% +0.0% 0.7 4,491 -618 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN TRIM — 0.0% -0.0% 0.7 13,449 -5,363 5 —
☆HACK funds › AMPLIFY ETF TR TRIM — 0.0% +0.0% 0.7 6,511 -965 5 —
☆IJJ funds › ISHARES TR TRIM — 0.0% -0.0% 0.7 4,618 -12 5 —
☆NOW funds › SERVICENOW INC TRIM — 0.0% -0.0% 0.7 6,822 -3,197 5 —
☆USMV funds › ISHARES TR ADD — 0.0% +0.0% 0.7 6,991 +1,212 5 —
☆MOO funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.7 8,500 +0 5 —
☆FLDR funds › FIDELITY MERRIMACK STR TR TRIM — 0.0% -0.0% 0.7 13,352 -1,396 4 —
☆COHR funds › COHERENT CORP ADD — 0.0% +0.0% 0.7 1,668 +318 2 —
☆O funds › REALTY INCOME CORP TRIM — 0.0% -0.0% 0.7 10,587 -2,241 5 —
☆NSC funds › NORFOLK SOUTHN CORP TRIM — 0.0% -0.0% 0.6 2,052 -238 5 —
☆PSX funds › PHILLIPS 66 ADD — 0.0% -0.0% 0.6 3,804 +686 4 —
☆BSMS funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.0% -0.0% 0.6 26,834 +0 5 —
☆CNI funds › CANADIAN NATL RY CO TRIM — 0.0% -0.0% 0.6 5,267 -115 5 —
☆POOL funds › POOL CORP ADD — 0.0% -0.0% 0.6 2,906 +24 5 —
☆SCHI funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.6 27,499 +2,356 4 —
☆CTM funds › CASTELLUM INC ADD — 0.0% +0.0% 0.6 863,200 +77,400 5 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 0.6 6,613 -56 5 —
☆BSMT funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.0% -0.0% 0.6 26,955 +0 5 —
☆XNDU funds › XANADU QUANTUM TECHNOLO LTD NEW — 0.0% +0.0% 0.6 51,000 +51,000 1 —
☆SCYB funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.6 23,493 -1,193 4 —
☆IUSV funds › ISHARES TR TRIM — 0.0% -0.0% 0.6 5,579 -121 5 —
☆TSCO funds › TRACTOR SUPPLY CO TRIM — 0.0% -0.0% 0.6 19,358 -6,013 5 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.0% -0.0% 0.6 1,943 -112 5 —
☆SPHY funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.6 25,915 +2,893 5 —
☆IVOV funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% -0.0% 0.6 5,312 +13 5 —
☆KMB funds › KIMBERLY-CLARK CORP ADD — 0.0% +0.0% 0.6 5,491 +839 3 —
☆FDX funds › FEDEX CORP ADD — 0.0% -0.0% 0.6 1,923 +52 4 —
☆ARLP funds › ALLIANCE RESOURCE PARTNERS L ADD — 0.0% -0.0% 0.6 25,063 +36 5 —
☆BSMU funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.0% -0.0% 0.6 27,412 +0 5 —
☆JCI funds › JOHNSON CONTROLS INTERNATION ADD — 0.0% +0.0% 0.6 4,108 +537 5 —
☆DGRW funds › WISDOMTREE TR TRIM — 0.0% -0.0% 0.6 6,213 -682 5 —
☆EXC funds › EXELON CORP ADD — 0.0% +0.0% 0.6 12,730 +8,186 3 —
☆SNTH funds › TIDAL TRUST III ADD — 0.0% +0.0% 0.6 19,875 +5,105 2 —
☆IVOG funds › VANGUARD ADMIRAL FDS INC TRIM — 0.0% +0.0% 0.6 4,037 -41 5 —
☆RF funds › REGIONS FINANCIAL CORP NEW TRIM — 0.0% -0.0% 0.6 19,542 -4,487 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L HOLD — 0.0% -0.0% 0.6 15,973 +0 5 —
☆SONO funds › SONOS INC ADD — 0.0% -0.0% 0.6 43,386 +1,858 5 —
☆STIP funds › ISHARES TR ADD — 0.0% -0.0% 0.6 5,719 +51 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 3,226 809 0.11 28% 0.012 0.537 — in
2026Q1 2,819 762 0.09 29% 0.012 0.584 — in
2025Q4 2,841 752 0.09 30% 0.013 0.543 — in
2025Q3 2,609 707 0.09 30% 0.013 0.537 — in
2025Q2 2,342 670 0.10 30% 0.013 0.548 — entered
2025Q1 2,066 620 0.00 30% 0.013 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status