Fund Universe

MONECO ADVISORS, LLC

CIK 0001765690 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.360
AUM ($M)
1,636
Positions
595
Turnover
0.13
Top-10 wt
25%
Herfindahl
0.011
History (qtrs)
7
Excess Return

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Security type

Holdings · 500 of 625 positions (showing top 500 by weight) · portfolio value $1,636M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SGOV funds › ISHARES TR ADD 3.9% -0.8% 64.1 637,159 +36,940 6
SPYM funds › SPDR SERIES TRUST ADD 3.6% -0.1% 58.7 668,521 +51,269 6
SPYV funds › SPDR SERIES TRUST ADD 3.1% -0.1% 51.5 846,807 +103,201 6
AAPL funds › APPLE INC ADD 2.9% +0.3% 47.8 165,022 +31,230 6
IWY funds › ISHARES TR TRIM 2.7% -0.2% 43.4 149,208 -1,071 6
NVDA funds › NVIDIA CORPORATION ADD 2.1% +0.5% 33.7 168,672 +49,999 6
SPDW funds › SPDR INDEX SHS FDS ADD 1.9% +0.2% 31.4 624,036 +136,674 6
BSCR funds › INVESCO EXCH TRD SLF IDX FD ADD 1.8% -0.3% 28.7 1,465,168 +94,296 6
BSCQ funds › INVESCO EXCH TRD SLF IDX FD ADD 1.7% -0.3% 28.0 1,431,523 +72,678 6
BSCS funds › INVESCO EXCH TRD SLF IDX FD ADD 1.7% -0.3% 27.8 1,362,707 +112,738 6
BSCT funds › INVESCO EXCH TRD SLF IDX FD ADD 1.6% -0.3% 27.0 1,452,021 +122,164 6
BSCV funds › INVESCO EXCH TRD SLF IDX FD ADD 1.6% -0.3% 25.9 1,578,888 +119,038 6
BSCU funds › INVESCO EXCH TRD SLF IDX FD ADD 1.6% -0.3% 25.6 1,536,904 +115,909 6
BSCW funds › INVESCO EXCH TRD SLF IDX FD ADD 1.5% -0.2% 24.2 1,179,623 +122,856 6
VUG funds › VANGUARD INDEX FDS ADD 1.5% -0.1% 24.0 279,062 +233,863 6
MSFT funds › MICROSOFT CORP ADD 1.4% -0.1% 23.0 61,546 +8,740 6
SPYG funds › SPDR SERIES TRUST ADD 1.2% +0.4% 20.2 169,472 +65,426 6
AMZN funds › AMAZON COM INC ADD 1.0% +0.2% 16.8 70,344 +19,806 6
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 1.0% -0.1% 16.6 22,283 -253 6
JNJ funds › JOHNSON & JOHNSON ADD 1.0% -0.1% 16.4 64,501 +6,152 6
JPEF funds › J P MORGAN EXCHANGE TRADED F TRIM 0.9% -0.3% 15.3 190,357 -28,867 6
GOOGL funds › ALPHABET INC ADD 0.9% +0.1% 14.7 41,188 +4,925 6
AVUV funds › AMERICAN CENTY ETF TR ADD 0.9% +0.2% 14.7 117,977 +32,863 6
SPEM funds › SPDR INDEX SHS FDS ADD 0.8% +0.0% 13.3 257,782 +36,923 6
SLYG funds › SPDR SERIES TRUST ADD 0.8% +0.1% 12.5 104,727 +12,945 6
MU funds › MICRON TECHNOLOGY INC ADD 0.8% +0.5% 12.4 10,705 +417 6
RWL funds › INVESCO EXCH TRADED FD TR II ADD 0.8% -0.1% 12.3 96,645 +3,476 6
MDYV funds › SPDR SERIES TRUST ADD 0.7% -0.0% 12.2 128,203 +10,251 6
AVGO funds › BROADCOM INC ADD 0.7% +0.3% 11.3 29,997 +11,929 6
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.7% -0.0% 11.3 22,615 +3,821 6
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.7% +0.5% 11.0 18,966 +8,205 6
GLD funds › SPDR GOLD TR ADD 0.6% -0.3% 10.5 28,636 +59 6
CAT funds › CATERPILLAR INC ADD 0.6% +0.3% 10.3 9,710 +3,418 6
SMH funds › VANECK ETF TRUST ADD 0.6% +0.2% 10.3 15,669 +2,654 6
QQQ funds › INVESCO QQQ TR ADD 0.6% +0.0% 10.0 13,601 +922 6
GOOG funds › ALPHABET INC ADD 0.6% +0.2% 9.9 28,159 +11,300 6
MDYG funds › SPDR SERIES TRUST ADD 0.6% +0.1% 9.9 88,262 +15,020 6
VTI funds › VANGUARD INDEX FDS ADD 0.6% -0.0% 9.8 26,603 +751 6
USMV funds › ISHARES TR TRIM 0.6% -0.2% 9.7 100,105 -5,707 6
SCHD funds › SCHWAB STRATEGIC TR ADD 0.6% -0.1% 9.5 298,357 +25,371 6
SDY funds › SPDR SERIES TRUST ADD 0.6% -0.1% 9.1 59,788 +2,518 6
META funds › META PLATFORMS INC ADD 0.5% +0.1% 8.2 14,494 +5,874 6
ITOT funds › ISHARES TR TRIM 0.5% -0.1% 8.1 49,254 -2,825 6
MINT funds › PIMCO ETF TR ADD 0.5% +0.3% 8.0 79,210 +53,600 6
JPM funds › JPMORGAN CHASE & CO ADD 0.5% +0.0% 8.0 24,394 +4,219 6
SLYV funds › SPDR SERIES TRUST ADD 0.5% -0.0% 7.4 67,943 +5,788 6
LLY funds › ELI LILLY & CO ADD 0.5% +0.1% 7.4 6,143 +969 6
OEF funds › ISHARES TR TRIM 0.4% -0.1% 7.4 20,109 -976 6
COWZ funds › PACER FDS TR TRIM 0.4% -0.2% 7.3 117,450 -18,424 6
JPLD funds › J P MORGAN EXCHANGE TRADED F ADD 0.4% +0.0% 7.2 137,540 +29,951 6
PTLC funds › PACER FDS TR TRIM 0.4% -0.1% 6.8 117,529 -1,823 6
HELO funds › J P MORGAN EXCHANGE TRADED F TRIM 0.4% -0.1% 6.4 94,384 -9,710 6
NBIS funds › NEBIUS GROUP N.V. NEW 0.4% +0.4% 6.3 22,759 +22,759 1
RTX funds › RTX CORPORATION ADD 0.4% +0.0% 6.1 32,284 +8,763 6
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.4% -0.2% 5.8 42,544 +2,724 6
BIL funds › SPDR SERIES TRUST ADD 0.4% -0.1% 5.8 63,191 +1,433 6
ABBV funds › ABBVIE INC ADD 0.4% +0.0% 5.8 22,944 +4,946 6
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.3% +0.1% 5.6 19,922 +5,654 6
TSLA funds › TESLA INC ADD 0.3% -0.0% 5.4 12,932 +443 6
VTV funds › VANGUARD INDEX FDS ADD 0.3% +0.0% 5.4 24,928 +4,441 6
JMBS funds › JANUS DETROIT STR TR TRIM 0.3% -0.2% 5.4 120,289 -18,937 6
AVDE funds › AMERICAN CENTY ETF TR NEW 0.3% +0.3% 5.4 60,372 +60,372 1
VOT funds › VANGUARD INDEX FDS ADD 0.3% +0.0% 5.4 17,515 +1,350 6
GLDM funds › WORLD GOLD TR ADD 0.3% -0.1% 5.3 66,585 +4,847 6
PAVE funds › GLOBAL X FDS ADD 0.3% +0.0% 4.9 83,344 +14,441 6
IBDT funds › ISHARES TR TRIM 0.3% -0.1% 4.8 190,785 -5,038 6
MOAT funds › VANECK ETF TRUST ADD 0.3% -0.0% 4.8 46,039 +5,776 6
DUK funds › DUKE ENERGY CORP NEW TRIM 0.3% -0.1% 4.8 37,747 -671 6
CVX funds › CHEVRON CORPORATION ADD 0.3% -0.1% 4.6 27,946 +1,088 6
SGOL funds › ETFS GOLD TR TRIM 0.3% -0.2% 4.6 121,068 -30,016 6
SPSM funds › SPDR SERIES TRUST ADD 0.3% -0.0% 4.6 79,969 +1,334 6
AMAT funds › APPLIED MATLS INC ADD 0.3% +0.2% 4.5 6,284 +1,781 6
UTES funds › ETFIS SER TR I ADD 0.3% -0.0% 4.5 55,215 +2,980 6
V funds › VISA INC ADD 0.3% +0.1% 4.5 13,088 +4,155 6
XLE funds › SELECT SECTOR SPDR TR ADD 0.3% -0.1% 4.5 84,003 +4,346 6
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.3% +0.1% 4.4 4,746 +2,086 6
C funds › CITIGROUP INC ADD 0.3% +0.2% 4.4 31,154 +20,477 6
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.3% +0.1% 4.3 9,072 +3,109 6
EPD funds › ENTERPRISE PRODS PARTNERS L TRIM 0.3% -0.1% 4.2 115,382 -5,093 6
BAC funds › BANK OF AMER CORP ADD 0.3% +0.1% 4.2 74,319 +35,544 6
IBDR funds › ISHARES TR TRIM 0.3% -0.1% 4.2 173,411 -1,431 6
PFE funds › PFIZER INC ADD 0.3% +0.1% 4.1 170,546 +112,908 6
SYLD funds › CAMBRIA ETF TR TRIM 0.2% -0.1% 4.1 51,266 -2,686 6
ATFV funds › THE ALGER ETF TRUST NEW 0.2% +0.2% 4.0 95,608 +95,608 1
HD funds › HOME DEPOT INC ADD 0.2% +0.0% 3.9 11,152 +1,951 6
PPA funds › INVESCO EXCHANGE TRADED FD T ADD 0.2% -0.0% 3.9 22,182 +1,494 6
NLR funds › VANECK ETF TRUST ADD 0.2% -0.1% 3.9 33,596 +2,282 6
BSMS funds › INVESCO EXCH TRD SLF IDX FD ADD 0.2% -0.1% 3.8 162,305 +3,704 6
XSVM funds › INVESCO EXCHANGE TRADED FD T TRIM 0.2% -0.0% 3.8 54,532 -833 6
IBDS funds › ISHARES TR TRIM 0.2% -0.1% 3.8 155,938 -3,198 6
BSMR funds › INVESCO EXCH TRD SLF IDX FD ADD 0.2% -0.0% 3.8 159,326 +8,918 6
QQQM funds › INVESCO EXCH TRADED FD TR II ADD 0.2% +0.0% 3.8 12,422 +1,286 6
MO funds › ALTRIA GROUP INC TRIM 0.2% -0.0% 3.7 51,889 -71 6
FLRN funds › SPDR SERIES TRUST ADD 0.2% -0.1% 3.7 120,355 +1,147 6
IEFA funds › ISHARES TR ADD 0.2% -0.0% 3.7 38,433 +1,306 6
SPXX funds › NUVEEN S&P 500 DYNAMIC OVERW TRIM 0.2% -0.0% 3.7 198,750 -4,615 2
MLPX funds › GLOBAL X FDS ADD 0.2% -0.0% 3.7 50,114 +4,224 4
BSMQ funds › INVESCO EXCH TRD SLF IDX FD ADD 0.2% -0.1% 3.7 156,263 +1,508 6
BSMU funds › INVESCO EXCH TRD SLF IDX FD ADD 0.2% -0.1% 3.7 166,980 +4,280 6
BSMT funds › INVESCO EXCH TRD SLF IDX FD ADD 0.2% -0.1% 3.6 158,107 +4,897 6
PTNQ funds › PACER FDS TR TRIM 0.2% -0.0% 3.6 40,872 -1,204 6
VOO funds › VANGUARD INDEX FDS ADD 0.2% +0.1% 3.6 5,245 +2,002 6
SPMD funds › SPDR SERIES TRUST ADD 0.2% +0.0% 3.6 53,314 +7,167 6
PG funds › PROCTER & GAMBLE CO ADD 0.2% +0.0% 3.6 24,541 +7,600 6
IVV funds › ISHARES TR ADD 0.2% +0.0% 3.6 4,779 +1,241 6
XLK funds › SELECT SECTOR SPDR TR ADD 0.2% +0.0% 3.4 17,904 +1,750 6
XLF funds › SELECT SECTOR SPDR TR ADD 0.2% -0.0% 3.4 62,625 +5,004 6
VBK funds › VANGUARD INDEX FDS ADD 0.2% +0.0% 3.3 9,042 +1,620 6
ET funds › ENERGY TRANSFER L P TRIM 0.2% -0.1% 3.3 171,865 -7,952 6
WAL funds › WESTERN ALLIANCE BANCORP NEW 0.2% +0.2% 3.2 39,325 +39,325 1
ORCL funds › ORACLE CORP ADD 0.2% +0.1% 3.2 21,912 +12,735 6
PANW funds › PALO ALTO NETWORKS INC ADD 0.2% +0.1% 3.2 9,407 +5,044 6
GSK funds › GSK PLC TRIM 0.2% -0.1% 3.2 60,767 -3,702 6
LOW funds › LOWES COS INC ADD 0.2% -0.1% 3.2 14,435 +73 6
COP funds › CONOCOPHILLIPS ADD 0.2% -0.1% 3.1 29,960 +4,245 6
BSMW funds › INVESCO EXCH TRD SLF IDX FD ADD 0.2% -0.0% 3.0 120,153 +5,864 5
PNC funds › PNC FINL SVCS GROUP INC ADD 0.2% -0.0% 3.0 12,221 +265 6
SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD 0.2% -0.0% 3.0 33,318 +578 6
RWJ funds › INVESCO EXCH TRADED FD TR II TRIM 0.2% -0.0% 3.0 50,145 -821 6
BSMV funds › INVESCO EXCH TRD SLF IDX FD ADD 0.2% -0.0% 2.9 139,362 +4,732 6
HGER funds › HARBOR ETF TRUST ADD 0.2% -0.0% 2.8 96,846 +4,385 6
JPST funds › J P MORGAN EXCHANGE TRADED F TRIM 0.2% -0.1% 2.8 56,096 -3,431 6
IWF funds › ISHARES TR ADD 0.2% -0.0% 2.8 22,809 +17,087 6
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 0.2% -0.0% 2.8 13,288 +945 6
PCY funds › INVESCO EXCH TRADED FD TR II TRIM 0.2% -0.0% 2.8 129,755 -6,649 6
IBDU funds › ISHARES TR TRIM 0.2% -0.0% 2.8 119,966 -493 6
GSLC funds › GOLDMAN SACHS ETF TR TRIM 0.2% -0.0% 2.8 19,528 -152 6
TDTT funds › FLEXSHARES TR ADD 0.2% +0.1% 2.8 115,348 +81,701 6
WMT funds › WALMART INC ADD 0.2% -0.0% 2.7 24,140 +6,164 6
CMI funds › CUMMINS INC ADD 0.2% +0.1% 2.7 3,782 +1,774 6
IAU funds › ISHARES GOLD TR TRIM 0.2% -0.1% 2.7 35,693 -507 6
ECH funds › ISHARES INC TRIM 0.2% -0.1% 2.6 66,144 -2,374 5
GDX funds › VANECK ETF TRUST TRIM 0.2% -0.1% 2.6 34,720 -52 6
NASA funds › TEMA ETF TRUST NEW 0.2% +0.2% 2.6 85,401 +85,401 1
VBR funds › VANGUARD INDEX FDS ADD 0.2% -0.0% 2.6 10,612 +384 6
VB funds › VANGUARD INDEX FDS TRIM 0.2% -0.0% 2.6 8,457 -216 6
UNH funds › UNITEDHEALTH GROUP INC ADD 0.2% +0.1% 2.6 6,149 +2,402 6
WFC funds › WELLS FARGO & CO ADD 0.2% +0.1% 2.5 30,651 +22,942 6
VO funds › VANGUARD INDEX FDS ADD 0.2% +0.0% 2.5 31,335 +24,755 6
GS funds › GOLDMAN SACHS GROUP INC ADD 0.2% +0.0% 2.5 2,449 +449 6
VNQ funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 2.4 25,376 -446 6
MCK funds › MCKESSON CORP TRIM 0.1% -0.1% 2.4 3,233 -73 3
MRK funds › MERCK & CO INC ADD 0.1% +0.0% 2.4 18,894 +5,879 6
GUNR funds › FLEXSHARES TR ADD 0.1% -0.1% 2.4 48,860 +429 6
ROBO funds › EXCHANGE TRADED CONCEPTS TRU ADD 0.1% -0.0% 2.4 28,106 +308 2
IWM funds › ISHARES TR ADD 0.1% -0.0% 2.4 7,871 +188 6
MRVL funds › MARVELL TECHNOLOGY INC ADD 0.1% +0.1% 2.3 7,816 +1,684 6
BSJX funds › INVESCO EXCH TRD SLF IDX FD ADD 0.1% +0.1% 2.3 106,814 +86,931 3
FHEQ funds › FIDELITY GREENWOOD STREET TR NEW 0.1% +0.1% 2.3 70,041 +70,041 1
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.1% -0.0% 2.3 32,288 +3,674 6
AVEM funds › AMERICAN CENTY ETF TR NEW 0.1% +0.1% 2.3 23,594 +23,594 1
CEG funds › CONSTELLATION ENERGY CORP ADD 0.1% +0.1% 2.3 9,061 +7,849 6
GSG funds › ISHARES S&P GSCI COMMODITY- TRIM 0.1% -0.1% 2.2 78,254 -5,289 6
QUAL funds › ISHARES TR TRIM 0.1% -0.0% 2.2 10,178 -507 6
BSJW funds › INVESCO EXCH TRD SLF IDX FD ADD 0.1% -0.0% 2.2 87,707 +344 6
PEP funds › PEPSICO INC ADD 0.1% -0.0% 2.2 16,360 +4,504 6
IJH funds › ISHARES TR ADD 0.1% -0.0% 2.2 28,012 +1,503 6
QCOM funds › QUALCOMM INC ADD 0.1% +0.1% 2.2 11,687 +6,190 6
ARCC funds › ARES CAPITAL CORP ADD 0.1% +0.1% 2.1 114,350 +94,481 6
AGO funds › ASSURED GUARANTY LTD NEW 0.1% +0.1% 2.1 26,399 +26,399 1
XLV funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 2.1 13,070 -401 6
REMX funds › VANECK ETF TRUST ADD 0.1% -0.0% 2.1 23,363 +30 4
FCX funds › FREEPORT MCMORAN INC ADD 0.1% -0.0% 2.0 32,475 +1,926 6
INTC funds › INTEL CORP ADD 0.1% +0.1% 2.0 14,538 +1,830 6
VOE funds › VANGUARD INDEX FDS ADD 0.1% -0.0% 2.0 10,190 +1,134 6
SPTM funds › SPDR SERIES TRUST ADD 0.1% -0.0% 2.0 22,122 +936 6
ITUB funds › ITAU UNIBANCO HLDG S A NEW 0.1% +0.1% 2.0 243,143 +243,143 1
CSCO funds › CISCO SYS INC ADD 0.1% +0.0% 2.0 16,807 +1,733 6
BSJT funds › INVESCO EXCH TRD SLF IDX FD TRIM 0.1% -0.0% 2.0 93,213 -1,711 6
SLV funds › ISHARES SILVER TR TRIM 0.1% -0.2% 1.9 36,466 -33,279 6
GEV funds › GE VERNOVA INC ADD 0.1% +0.0% 1.9 1,653 +94 6
LRCX funds › LAM RESEARCH CORP ADD 0.1% +0.1% 1.9 4,469 +677 6
VIG funds › VANGUARD SPECIALIZED FUNDS ADD 0.1% -0.0% 1.9 8,088 +814 6
KO funds › COCA COLA CO ADD 0.1% -0.0% 1.9 23,491 +2,274 6
T funds › AT&T INC ADD 0.1% -0.0% 1.9 91,720 +18,388 6
KOID funds › KRANESHARES TRUST NEW 0.1% +0.1% 1.9 45,905 +45,905 1
GE funds › GE AEROSPACE ADD 0.1% +0.0% 1.9 5,045 +470 6
ILF funds › ISHARES TR TRIM 0.1% -0.0% 1.9 55,142 -785 4
EWL funds › ISHARES INC TRIM 0.1% -0.0% 1.9 29,565 -383 6
IJR funds › ISHARES TR ADD 0.1% +0.0% 1.8 12,379 +2,377 6
AXSM funds › AXSOME THERAPEUTICS INC. HOLD 0.1% +0.0% 1.8 7,472 +0 6
KKR funds › KKR & CO INC ADD 0.1% -0.0% 1.8 19,735 +104 6
NFLX funds › NETFLIX INC. ADD 0.1% -0.1% 1.8 25,363 +1,567 6
BSCY funds › INVESCO EXCH TRD SLF IDX FD ADD 0.1% -0.0% 1.8 87,578 +1,564 6
QQQX funds › NUVEEN NASDAQ 100 DYNAMIC OV TRIM 0.1% -0.0% 1.8 59,742 -1,004 6
JHMM funds › JOHN HANCOCK EXCHANGE TRADED TRIM 0.1% -0.0% 1.8 23,811 -62 6
LMT funds › LOCKHEED MARTIN CORP ADD 0.1% +0.0% 1.8 3,501 +1,554 6
ETN funds › EATON CORP PLC ADD 0.1% +0.0% 1.8 4,181 +578 6
PSX funds › PHILLIPS 66 ADD 0.1% -0.0% 1.8 10,499 +2,009 6
JBND funds › J P MORGAN EXCHANGE TRADED F NEW 0.1% +0.1% 1.7 32,675 +32,675 1
PLTR funds › PALANTIR TECHNOLOGIES INC ADD 0.1% -0.1% 1.7 14,833 +740 6
PFFA funds › ETFIS SER TR I ADD 0.1% -0.0% 1.7 84,040 +6,183 4
BND funds › VANGUARD BD INDEX FDS ADD 0.1% +0.0% 1.7 23,478 +11,725 6
DE funds › DEERE & CO ADD 0.1% +0.1% 1.7 2,713 +1,820 6
IJK funds › ISHARES TR TRIM 0.1% -0.0% 1.7 14,624 -509 6
FYC funds › FIRST TR EXCHANGE-TRADED ALP TRIM 0.1% +0.0% 1.7 13,382 -3 6
MA funds › MASTERCARD INCORPORATED ADD 0.1% +0.0% 1.7 3,299 +665 6
VRT funds › VERTIV HOLDINGS CO ADD 0.1% +0.0% 1.6 4,915 +485 6
SPG funds › SIMON PPTY GROUP INC NEW NEW 0.1% +0.1% 1.6 7,322 +7,322 1
AMGN funds › AMGEN INC ADD 0.1% +0.0% 1.6 4,401 +832 6
ABT funds › ABBOTT LABORATORIES ADD 0.1% +0.0% 1.6 17,554 +11,311 6
ALAI funds › THE ALGER ETF TRUST NEW 0.1% +0.1% 1.6 34,649 +34,649 1
MTUM funds › ISHARES TR ADD 0.1% +0.0% 1.5 4,451 +57 6
IWD funds › ISHARES TR ADD 0.1% -0.0% 1.5 6,204 +655 6
XLB funds › SELECT SECTOR SPDR TR ADD 0.1% -0.0% 1.5 29,438 +3,043 4
VYM funds › VANGUARD WHITEHALL FDS ADD 0.1% +0.0% 1.5 9,399 +3,194 6
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.1% -0.0% 1.5 34,966 +7,330 6
ON funds › ON SEMICONDUCTOR CORP ADD 0.1% +0.0% 1.5 15,644 +120 6
MLPA funds › GLOBAL X FDS ADD 0.1% -0.0% 1.5 27,856 +11 6
NEE funds › NEXTERA ENERGY INC ADD 0.1% -0.0% 1.5 16,835 +535 6
NOBL funds › PROSHARES TR ADD 0.1% -0.0% 1.5 26,244 +12,933 6
ROK funds › ROCKWELL AUTOMATION INC ADD 0.1% +0.0% 1.5 2,949 +11 6
BE funds › BLOOM ENERGY CORP TRIM 0.1% +0.0% 1.5 4,818 -204 2
HFXI funds › NEW YORK LIFE INVESTMENTS ET ADD 0.1% +0.0% 1.4 37,865 +9,011 6
IWP funds › ISHARES TR ADD 0.1% -0.0% 1.4 9,812 +518 6
MCD funds › MCDONALDS CORP TRIM 0.1% -0.0% 1.4 5,301 -64 6
PLD funds › PROLOGIS INC. ADD 0.1% -0.0% 1.4 10,562 +113 6
IUSG funds › ISHARES TR ADD 0.1% -0.0% 1.4 7,602 +11 6
LRGF funds › ISHARES TR ADD 0.1% -0.0% 1.4 18,822 +15 6
DJP funds › BARCLAYS BANK PLC TRIM 0.1% -0.0% 1.4 32,114 -1,075 6
SCHG funds › SCHWAB STRATEGIC TR ADD 0.1% +0.0% 1.4 40,887 +23,853 6
UNP funds › UNION PAC CORP ADD 0.1% -0.0% 1.4 5,016 +211 6
EFAV funds › ISHARES TR ADD 0.1% -0.0% 1.3 15,357 +2,606 6
ELV funds › ELEVANCE HEALTH INC FORMERLY NEW 0.1% +0.1% 1.3 3,478 +3,478 1
GBTC funds › GRAYSCALE BITCOIN TRUST ETF TRIM 0.1% -0.2% 1.3 29,485 -33,857 6
BSCX funds › INVESCO EXCH TRD SLF IDX FD ADD 0.1% +0.0% 1.3 63,684 +17,638 6
SCHX funds › SCHWAB STRATEGIC TR TRIM 0.1% -0.0% 1.3 44,743 -210 6
XLG funds › INVESCO EXCHANGE TRADED FD T TRIM 0.1% -0.0% 1.3 21,433 -1,242 6
BBD funds › BANCO BRADESCO S A NEW 0.1% +0.1% 1.3 375,813 +375,813 1
IWR funds › ISHARES TR ADD 0.1% +0.0% 1.3 11,776 +1,958 6
SO funds › SOUTHERN CO ADD 0.1% +0.0% 1.3 13,562 +3,083 6
IVW funds › ISHARES TR ADD 0.1% +0.0% 1.3 9,414 +560 6
BSJV funds › INVESCO EXCH TRD SLF IDX FD ADD 0.1% -0.0% 1.3 49,222 +1,746 6
BSMY funds › INVESCO EXCH TRD SLF IDX FD ADD 0.1% -0.0% 1.3 51,523 +3,902 6
BA funds › BOEING CO ADD 0.1% -0.0% 1.3 5,840 +262 6
MGV funds › VANGUARD WORLD FD TRIM 0.1% -0.0% 1.2 7,529 -57 6
IEMG funds › ISHARES INC ADD 0.1% -0.0% 1.2 14,697 +710 6
AVDS funds › AMERICAN CENTY ETF TR NEW 0.1% +0.1% 1.2 16,166 +16,166 1
MYCL funds › SSGA ACTIVE TR TRIM 0.1% -0.0% 1.2 48,841 -9,525 3
ASML funds › ASML HLDG NV ADD 0.1% +0.0% 1.2 606 +249 5
XSMO funds › INVESCO EXCHANGE TRADED FD T ADD 0.1% +0.0% 1.2 12,555 +6,013 4
DIS funds › DISNEY WALT CO ADD 0.1% -0.0% 1.2 12,035 +1,958 6
LAND funds › GLADSTONE LD CORP TRIM 0.1% -0.0% 1.2 135,279 -9,997 2
AXP funds › AMERICAN EXPRESS CO ADD 0.1% +0.0% 1.1 3,391 +1,125 6
CUSIP:438516106 funds › HONEYWELL INTL INC TRIM 0.1% -0.0% 1.1 5,102 -1,102 6
EFA funds › ISHARES TR ADD 0.1% +0.0% 1.1 10,903 +5,740 5
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 1.1 5,094 +5,094 1
DGRO funds › ISHARES TR NEW 0.1% +0.1% 1.1 14,695 +14,695 1
DLN funds › WISDOMTREE TR ADD 0.1% -0.0% 1.1 11,503 +203 6
GLW funds › CORNING INC ADD 0.1% +0.0% 1.1 4,257 +8 4
TFLO funds › ISHARES TR ADD 0.1% -0.0% 1.1 21,371 +1,803 6
OMFL funds › INVESCO EXCH TRD SLF IDX FD TRIM 0.1% -0.0% 1.1 15,628 -950 6
CWB funds › SPDR SERIES TRUST NEW 0.1% +0.1% 1.1 9,794 +9,794 1
DGRW funds › WISDOMTREE TR ADD 0.1% -0.0% 1.0 10,967 +17 6
AKRE funds › PROFESIONALLY MANAGED PORTFO TRIM 0.1% -0.0% 1.0 19,645 -1,242 3
NOC funds › NORTHROP GRUMMAN CORP ADD 0.1% +0.0% 1.0 2,026 +1,511 6
MS funds › MORGAN STANLEY ADD 0.1% +0.0% 1.0 4,917 +3,295 2
ADI funds › ANALOG DEVICES INC ADD 0.1% +0.0% 1.0 2,567 +184 6
SPMO funds › INVESCO EXCH TRADED FD TR II ADD 0.1% +0.0% 1.0 6,290 +643 4
VHT funds › VANGUARD WORLD FD ADD 0.1% +0.0% 1.0 3,316 +2,422 2
BX funds › BLACKSTONE INC TRIM 0.1% -0.0% 1.0 8,424 -93 6
TGT funds › TARGET CORP ADD 0.1% +0.0% 1.0 7,580 +5,373 3
IMCG funds › ISHARES TR NEW 0.1% +0.1% 1.0 10,027 +10,027 1
CRDO funds › CREDO TECHNOLOGY GROUP HOLDI TRIM 0.1% +0.0% 1.0 3,617 -454 4
IWB funds › ISHARES TR ADD 0.1% -0.0% 1.0 2,396 +4 6
ENB funds › ENBRIDGE INC TRIM 0.1% -0.0% 1.0 18,026 -602 6
DXJ funds › WISDOMTREE TR NEW 0.1% +0.1% 1.0 5,616 +5,616 1
OKE funds › ONEOK INC NEW ADD 0.1% +0.0% 1.0 11,203 +5,534 6
TRV funds › TRAVELERS COMPANIES INC ADD 0.1% -0.0% 1.0 2,886 +199 6
KLAC funds › KLA CORP ADD 0.1% +0.0% 0.9 3,131 +2,867 6
CL funds › COLGATE PALMOLIVE CO ADD 0.1% +0.0% 0.9 10,290 +2,259 6
IUSV funds › ISHARES TR ADD 0.1% -0.0% 0.9 8,544 +220 6
NEM funds › NEWMONT CORP TRIM 0.1% -0.0% 0.9 10,059 -215 6
IBDV funds › ISHARES TR TRIM 0.1% -0.0% 0.9 42,462 -4,062 6
DVN funds › DEVON ENERGY CORP NEW ADD 0.1% +0.0% 0.9 21,742 +11,986 6
FAD funds › FIRST TR EXCHANGE-TRADED ALP NEW 0.1% +0.1% 0.9 6,139 +6,139 1
TJX funds › TJX COS INC NEW ADD 0.1% -0.0% 0.9 5,858 +433 6
CUSIP:46641Q308 funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% -0.0% 0.9 14,096 +800 6
AUSF funds › GLOBAL X FDS ADD 0.1% +0.0% 0.9 17,851 +4,287 3
PM funds › PHILIP MORRIS INTL INC ADD 0.1% +0.0% 0.9 4,802 +1,037 6
VYMI funds › VANGUARD WHITEHALL FDS ADD 0.1% -0.0% 0.9 8,795 +1,567 4
IBTL funds › ISHARES TR NEW 0.1% +0.1% 0.9 41,322 +41,322 1
ICVT funds › ISHARES TR NEW 0.1% +0.1% 0.9 7,016 +7,016 1
GD funds › GENERAL DYNAMICS CORP ADD 0.1% -0.0% 0.9 2,400 +289 6
MP funds › MP MATERIALS CORP ADD 0.1% -0.0% 0.8 15,081 +200 6
FDRR funds › FIDELITY COVINGTON TRUST NEW 0.1% +0.1% 0.8 13,000 +13,000 1
SHOP funds › SHOPIFY INC TRIM 0.1% -0.0% 0.8 7,331 -608 6
VGT funds › VANGUARD WORLD FD ADD 0.1% +0.0% 0.8 6,890 +6,255 6
MDT funds › MEDTRONIC PLC ADD 0.0% +0.0% 0.8 10,438 +3,576 6
CVS funds › CVS HEALTH CORP ADD 0.0% +0.0% 0.8 7,778 +10 6
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.0% +0.0% 0.8 4,667 +4,667 1
COF funds › CAPITAL ONE FINL CORP ADD 0.0% +0.0% 0.8 3,943 +1,637 6
SHY funds › ISHARES TR ADD 0.0% -0.0% 0.8 9,539 +792 6
D funds › DOMINION ENERGY INC ADD 0.0% -0.0% 0.8 11,417 +776 6
WM funds › WASTE MGMT INC DEL TRIM 0.0% -0.0% 0.8 3,492 -554 6
IJJ funds › ISHARES TR ADD 0.0% -0.0% 0.8 5,252 +37 6
F funds › FORD MTR CO ADD 0.0% -0.0% 0.8 55,571 +1,079 6
HWM funds › HOWMET AEROSPACE INC ADD 0.0% -0.0% 0.8 2,866 +189 6
EWZ funds › ISHARES INC TRIM 0.0% -0.0% 0.8 22,301 -2,521 3
VWO funds › VANGUARD INTL EQUITY INDEX F TRIM 0.0% -0.0% 0.8 12,850 -159 6
SAP funds › SAP SE NEW 0.0% +0.0% 0.8 4,945 +4,945 1
JAVA funds › J P MORGAN EXCHANGE TRADED F ADD 0.0% -0.0% 0.8 9,594 +4 6
BSMZ funds › INVESCO EXCH TRD SLF IDX FD ADD 0.0% +0.0% 0.8 29,622 +15,717 3
APP funds › APPLOVIN CORP ADD 0.0% +0.0% 0.8 1,473 +101 6
PTIN funds › PACER FDS TR TRIM 0.0% -0.0% 0.8 20,680 -756 6
ITW funds › ILLINOIS TOOL WKS INC ADD 0.0% -0.0% 0.8 2,784 +193 6
ES funds › EVERSOURCE ENERGY ADD 0.0% -0.0% 0.8 10,388 +997 6
PEG funds › PUBLIC SVC ENTERPRISE GROUP ADD 0.0% +0.0% 0.7 9,113 +6,051 6
XMHQ funds › INVESCO EXCHANGE TRADED FD T TRIM 0.0% -0.0% 0.7 6,545 -32 6
XLU funds › SELECT SECTOR SPDR TR ADD 0.0% -0.0% 0.7 16,184 +358 6
IWL funds › ISHARES TR HOLD 0.0% -0.0% 0.7 3,930 +0 6
TT funds › TRANE TECHNOLOGIES PLC ADD 0.0% +0.0% 0.7 1,478 +355 6
IYK funds › ISHARES TR TRIM 0.0% -0.0% 0.7 9,756 -213 5
DELL funds › DELL TECHNOLOGIES INC NEW 0.0% +0.0% 0.7 1,632 +1,632 1
CB funds › CHUBB LIMITED ADD 0.0% -0.0% 0.7 2,043 +163 6
CGDV funds › CAPITAL GROUP DIVIDEND VALUE TRIM 0.0% -0.0% 0.7 13,977 -186 6
IHE funds › ISHARES TR ADD 0.0% +0.0% 0.7 6,916 +2,532 2
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.0% -0.0% 0.7 11,852 -2,545 6
SPLV funds › INVESCO EXCH TRADED FD TR II TRIM 0.0% -0.0% 0.7 9,116 -2,985 6
BBBS funds › BONDBLOXX ETF TRUST ADD 0.0% +0.0% 0.7 13,306 +2,975 3
ORLY funds › OREILLY AUTOMOTIVE INC ADD 0.0% +0.0% 0.7 7,264 +2,502 6
FTNT funds › FORTINET INC ADD 0.0% +0.0% 0.7 4,353 +270 6
ED funds › CONSOLIDATED EDISON INC NEW 0.0% +0.0% 0.7 6,030 +6,030 1
VONV funds › VANGUARD SCOTTSDALE FDS ADD 0.0% -0.0% 0.7 6,226 +90 3
SYK funds › STRYKER CORPORATION ADD 0.0% -0.0% 0.7 2,074 +98 6
CRM funds › SALESFORCE INC TRIM 0.0% -0.0% 0.7 4,164 -15 6
MYMK funds › SSGA ACTIVE TR NEW 0.0% +0.0% 0.6 25,622 +25,622 1
AZN funds › ASTRAZENECA PLC ADD 0.0% -0.0% 0.6 3,336 +101 2
RECS funds › COLUMBIA ETF TR I ADD 0.0% +0.0% 0.6 14,576 +4,955 6
NSC funds › NORFOLK SOUTHN CORP ADD 0.0% +0.0% 0.6 1,993 +518 6
MMM funds › 3M CO ADD 0.0% -0.0% 0.6 3,849 +16 6
STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD 0.0% +0.0% 0.6 638 +83 2
BP funds › BP PLC ADD 0.0% -0.0% 0.6 16,549 +1,247 6
BOTZ funds › GLOBAL X FDS ADD 0.0% +0.0% 0.6 16,056 +1,670 4
QDEF funds › FLEXSHARES TR HOLD 0.0% -0.0% 0.6 6,999 +0 6
IONQ funds › IONQ INC ADD 0.0% +0.0% 0.6 11,197 +559 5
SCHO funds › SCHWAB STRATEGIC TR ADD 0.0% -0.0% 0.6 24,674 +1,376 2
EMR funds › EMERSON ELEC CO TRIM 0.0% -0.0% 0.6 4,125 -261 6
PH funds › PARKER-HANNIFIN CORP ADD 0.0% -0.0% 0.6 598 +63 6
IDV funds › ISHARES TR ADD 0.0% -0.0% 0.6 14,059 +336 2
NGVT funds › INGEVITY CORP NEW 0.0% +0.0% 0.6 7,769 +7,769 1
PRU funds › PRUDENTIAL FINL INC NEW 0.0% +0.0% 0.6 5,331 +5,331 1
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.0% +0.0% 0.6 749 +11 6
BCX funds › BLACKROCK RES & COMMODITIES ADD 0.0% -0.0% 0.6 50,129 +593 6
LIN funds › LINDE PLC ADD 0.0% -0.0% 0.6 1,087 +57 6
GTOP funds › GOLDMAN SACHS ETF TR HOLD 0.0% +0.0% 0.6 11,286 +0 3
ACWV funds › ISHARES INC ADD 0.0% -0.0% 0.6 4,645 +43 6
VTIP funds › VANGUARD MALVERN FDS ADD 0.0% -0.0% 0.5 10,876 +1,430 6
BUFD funds › FIRST TR EXCHNG TRADED FD VI ADD 0.0% +0.0% 0.5 18,379 +3,625 4
EFG funds › ISHARES TR ADD 0.0% -0.0% 0.5 4,371 +2 6
ANET funds › ARISTA NETWORKS INC ADD 0.0% +0.0% 0.5 3,181 +1,438 4
BLK funds › BLACKROCK INC ADD 0.0% +0.0% 0.5 560 +142 6
MFSI funds › MFS ACTIVE EXCHANGE TRADED F TRIM 0.0% -0.0% 0.5 16,578 -233 4
VEU funds › VANGUARD INTL EQUITY INDEX F ADD 0.0% -0.0% 0.5 6,386 +173 6
VONG funds › VANGUARD SCOTTSDALE FDS ADD 0.0% -0.0% 0.5 4,183 +51 2
ASEA funds › GLOBAL X FDS TRIM 0.0% -0.0% 0.5 27,091 -3,185 3
UBER funds › UBER TECHNOLOGIES INC TRIM 0.0% -0.0% 0.5 7,354 -65 6
QXO funds › QXO INC TRIM 0.0% -0.0% 0.5 30,629 -658 6
PFF funds › ISHARES TR TRIM 0.0% -0.0% 0.5 17,276 -1,460 6
MTB funds › M & T BK CORP ADD 0.0% -0.0% 0.5 2,200 +118 6
AGG funds › ISHARES TR ADD 0.0% +0.0% 0.5 5,259 +1,255 6
FLEX funds › FLEX LTD TRIM 0.0% +0.0% 0.5 3,183 -118 5
IRM funds › IRON MTN INC DEL NEW 0.0% +0.0% 0.5 4,056 +4,056 1
BNY funds › BANK OF NY MELLON CORP ADD 0.0% -0.0% 0.5 3,536 +98 4
JCI funds › JOHNSON CONTROLS INTERNATION ADD 0.0% -0.0% 0.5 3,473 +111 6
IWV funds › ISHARES TR ADD 0.0% +0.0% 0.5 1,183 +126 6
TEL funds › TE CONNECTIVITY PLC TRIM 0.0% -0.0% 0.5 2,491 -323 6
CTAS funds › CINTAS CORP TRIM 0.0% -0.0% 0.5 2,914 -101 6
TTE funds › TOTALENERGIES SE TRIM 0.0% -0.0% 0.5 6,294 -417 3
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.0% -0.0% 0.5 2,160 +198 6
GDXJ funds › VANECK ETF TRUST HOLD 0.0% -0.0% 0.5 4,924 +0 6
GILD funds › GILEAD SCIENCES INC ADD 0.0% -0.0% 0.5 3,822 +254 6
SCHB funds › SCHWAB STRATEGIC TR ADD 0.0% -0.0% 0.5 16,642 +1,207 6
GOVT funds › ISHARES TR ADD 0.0% -0.0% 0.5 20,862 +42 6
FSEC funds › FIDELITY MERRIMACK STR TR NEW 0.0% +0.0% 0.5 10,820 +10,820 1
MCO funds › MOODYS CORP ADD 0.0% -0.0% 0.5 1,044 +57 6
MBB funds › ISHARES TR ADD 0.0% -0.0% 0.5 4,980 +636 6
TXN funds › TEXAS INSTRS INC ADD 0.0% +0.0% 0.5 1,575 +318 6
AVLV funds › AMERICAN CENTY ETF TR NEW 0.0% +0.0% 0.5 5,101 +5,101 1
NTR funds › NUTRIEN LTD ADD 0.0% -0.0% 0.5 7,371 +28 6
SCHA funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.5 12,775 -289 6
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.0% -0.0% 0.5 915 +23 6
RIVN funds › RIVIAN AUTOMOTIVE INC HOLD 0.0% -0.0% 0.5 26,441 +0 6
BSV funds › VANGUARD BD INDEX FDS TRIM 0.0% -0.0% 0.5 5,883 -1,640 6
BSTU funds › INVESCO EXCH TRD SLF IDX FD NEW 0.0% +0.0% 0.5 17,729 +17,729 1
KHC funds › KRAFT HEINZ CO ADD 0.0% +0.0% 0.5 19,268 +3,646 6
BIP funds › BROOKFIELD INFRASTRUCTURE PA ADD 0.0% -0.0% 0.5 12,439 +3 5
CUSIP:060505682 funds › BANK OF AMER CORP NEW 0.0% +0.0% 0.5 360 +360 1
TMUS funds › T-MOBILE US INC ADD 0.0% -0.0% 0.4 2,679 +65 6
SCHF funds › SCHWAB STRATEGIC TR ADD 0.0% -0.0% 0.4 16,154 +627 6
SPGI funds › S&P GLOBAL INC NEW 0.0% +0.0% 0.4 1,085 +1,085 1
CWI funds › SPDR INDEX SHS FDS TRIM 0.0% -0.0% 0.4 10,804 -318 6
SHEL funds › SHELL PLC ADD 0.0% -0.0% 0.4 5,665 +889 6
FFLC funds › FIDELITY COVINGTON TRUST ADD 0.0% -0.0% 0.4 7,344 +16 6
IVE funds › ISHARES TR TRIM 0.0% -0.0% 0.4 1,881 -53 6
AFL funds › AFLAC INC TRIM Common Stock 0.0% -0.0% 0.4 3,621 -1 4
IGF funds › ISHARES TR ADD 0.0% -0.0% 0.4 6,333 +723 6
MGC funds › VANGUARD WORLD FD NEW 0.0% +0.0% 0.4 1,537 +1,537 1
HLT funds › HILTON WORLDWIDE HLDGS INC ADD 0.0% +0.0% 0.4 1,267 +236 6
INTU funds › INTUIT ADD 0.0% -0.0% 0.4 1,599 +738 6
SPSK funds › TIDAL TRUST I TRIM 0.0% -0.0% 0.4 23,141 -3,376 6
CME funds › CME GROUP INC ADD 0.0% -0.0% 0.4 1,883 +412 6
NVS funds › NOVARTIS AG ADD 0.0% -0.0% 0.4 2,613 +44 6
VXUS funds › VANGUARD STAR FDS ADD 0.0% -0.0% 0.4 4,757 +10 2
BSSX funds › INVESCO EXCH TRD SLF IDX FD ADD 0.0% -0.0% 0.4 15,738 +9 5
AIQ funds › GLOBAL X FDS ADD 0.0% +0.0% 0.4 6,157 +435 2
NXPI funds › NXP SEMICONDUCTORS N V ADD 0.0% +0.0% 0.4 1,435 +165 2
RIO funds › RIO TINTO PLC ADD 0.0% -0.0% 0.4 4,247 +45 6
SWK funds › STANLEY BLACK & DECKER INC ADD 0.0% +0.0% 0.4 4,281 +17 6
OKTA funds › OKTA INC TRIM 0.0% +0.0% 0.4 2,913 -9 2
GM funds › GENERAL MTRS CO TRIM 0.0% -0.0% 0.4 5,140 -61 4
XMVM funds › INVESCO EXCHANGE TRADED FD T NEW 0.0% +0.0% 0.4 5,537 +5,537 1
CUSIP:46138J775 funds › INVESCO EXCH TRD SLF IDX FD HOLD 0.0% -0.0% 0.4 4,381 +0 6
SCHW funds › SCHWAB CHARLES CORP ADD 0.0% -0.0% 0.4 4,214 +751 6
PGR funds › PROGRESSIVE CORP NEW 0.0% +0.0% 0.4 1,776 +1,776 1
FDX funds › FEDEX CORP ADD 0.0% -0.0% 0.4 1,232 +73 4
IWO funds › ISHARES TR ADD 0.0% +0.0% 0.4 975 +99 6
LPLA funds › LPL FINL HLDGS INC TRIM 0.0% -0.0% 0.4 1,353 -194 6
AAAU funds › GOLDMAN SACHS PHYSICAL GOLD NEW 0.0% +0.0% 0.4 9,625 +9,625 1
FDVV funds › FIDELITY COVINGTON TRUST TRIM 0.0% -0.0% 0.4 6,300 -973 6
EFV funds › ISHARES TR ADD 0.0% -0.0% 0.4 4,939 +489 6
FTEC funds › FIDELITY COVINGTON TRUST NEW 0.0% +0.0% 0.4 1,317 +1,317 1
UPS funds › UNITED PARCEL SVCS INC ADD 0.0% -0.0% 0.4 3,492 +358 3
OHI funds › OMEGA HEALTHCARE INVS INC TRIM 0.0% -0.0% 0.4 7,871 -248 6
SRE funds › SEMPRA ADD 0.0% -0.0% 0.4 4,035 +219 4
MPC funds › MARATHON PETE CORP ADD 0.0% -0.0% 0.4 1,463 +94 4
ARKX funds › ARK ETF TR NEW 0.0% +0.0% 0.4 10,940 +10,940 1
VALE funds › VALE S A TRIM 0.0% -0.0% 0.4 24,507 -3,057 2
AVUS funds › AMERICAN CENTY ETF TR ADD 0.0% -0.0% 0.4 2,828 +200 3
BTI funds › BRITISH AMERN TOB PLC ADD 0.0% +0.0% 0.4 5,825 +1,200 5
MDLZ funds › MONDELEZ INTL INC ADD 0.0% -0.0% 0.4 6,189 +64 6
URI funds › UNITED RENTALS INC NEW 0.0% +0.0% 0.4 312 +312 1
CUSIP:949746804 funds › WELLS FARGO & CO NEW 0.0% +0.0% 0.4 305 +305 1
ISCV funds › ISHARES TR HOLD 0.0% -0.0% 0.4 4,504 +0 6
ESGU funds › ISHARES TR TRIM 0.0% -0.0% 0.3 2,136 -2 6
PTMC funds › PACER FDS TR TRIM 0.0% -0.0% 0.3 8,343 -716 6
LTC funds › LTC PPTYS INC NEW 0.0% +0.0% 0.3 8,960 +8,960 1
BNDX funds › VANGUARD CHARLOTTE FDS ADD 0.0% -0.0% 0.3 7,062 +740 6
ALL funds › ALLSTATE CORP ADD 0.0% +0.0% 0.3 1,434 +378 2
ISRG funds › INTUITIVE SURGICAL INC ADD 0.0% -0.0% 0.3 852 +6 6
RSG funds › REPUBLIC SVCS INC ADD 0.0% -0.0% 0.3 1,589 +34 6
FSK funds › FS KKR CAP CORP ADD 0.0% -0.0% 0.3 32,114 +5,952 6
DON funds › WISDOMTREE TR ADD 0.0% -0.0% 0.3 5,966 +23 6
PSI funds › INVESCO EXCHANGE TRADED FD T TRIM 0.0% +0.0% 0.3 1,795 -350 2
EXEL funds › EXELIXIS INC ADD 0.0% +0.0% 0.3 6,155 +51 5
HIG funds › HARTFORD INSURANCE GROUP INC ADD 0.0% -0.0% 0.3 2,508 +144 6
XYL funds › XYLEM INC ADD 0.0% +0.0% 0.3 2,806 +865 6
PYLD funds › PIMCO ETF TR ADD 0.0% +0.0% 0.3 12,412 +2,757 5
BAR funds › GRANITESHARES GOLD TR ADD 0.0% +0.0% 0.3 8,300 +3,300 3
SCHE funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.3 9,033 +9,033 1
IBB funds › ISHARES TR ADD 0.0% -0.0% 0.3 1,717 +141 3
VFH funds › VANGUARD WORLD FD NEW 0.0% +0.0% 0.3 2,473 +2,473 1
LHX funds › L3HARRIS TECHNOLOGIES INC ADD 0.0% -0.0% 0.3 1,119 +6 5
DIA funds › STATE STR SPDR DOW JONES IND TRIM 0.0% -0.0% 0.3 620 -50 5
VPU funds › VANGUARD WORLD FD ADD 0.0% -0.0% 0.3 1,654 +112 6
ALSN funds › ALLISON TRANSMISSION HLDGS I ADD 0.0% -0.0% 0.3 2,864 +42 3
NXTG funds › FIRST TR EXCHANGE-TRADED FD HOLD 0.0% +0.0% 0.3 2,100 +0 5
HEI funds › HEICO CORP NEW ADD 0.0% +0.0% 0.3 904 +19 6
STRL funds › STERLING INFRASTRUCTURE INC NEW 0.0% +0.0% 0.3 383 +383 1
IDMO funds › INVESCO EXCH TRADED FD TR II ADD 0.0% -0.0% 0.3 5,328 +38 2
BIIB funds › BIOGEN INC ADD 0.0% -0.0% 0.3 1,480 +44 3
IBHF funds › ISHARES TR HOLD 0.0% -0.0% 0.3 14,099 +0 6
IWS funds › ISHARES TR ADD 0.0% -0.0% 0.3 1,918 +4 6
STIP funds › ISHARES TR ADD 0.0% -0.0% 0.3 3,062 +9 4
AEP funds › AMERICAN ELEC PWR CO INC NEW 0.0% +0.0% 0.3 2,280 +2,280 1
APH funds › AMPHENOL CORP NEW 0.0% +0.0% 0.3 1,756 +1,756 1
BR funds › BROADRIDGE FINL SOLUTIONS IN ADD 0.0% -0.0% 0.3 2,231 +360 6
BDX funds › BECTON DICKINSON & CO ADD 0.0% -0.0% 0.3 2,019 +206 6
PSLV funds › SPROTT ASSET MANAGEMENT LP NEW 0.0% +0.0% 0.3 16,144 +16,144 1
ITA funds › ISHARES TR TRIM 0.0% -0.0% 0.3 1,252 -35 2
MCHP funds › MICROCHIP TECHNOLOGY INC. ADD 0.0% +0.0% 0.3 3,301 +128 5
IFRA funds › ISHARES TR NEW 0.0% +0.0% 0.3 4,760 +4,760 1
CRWV funds › COREWEAVE INC TRIM 0.0% -0.0% 0.3 3,006 -194 2
DYNF funds › BLACKROCK ETF TRUST NEW 0.0% +0.0% 0.3 4,398 +4,398 1
SHW funds › SHERWIN WILLIAMS CO ADD 0.0% -0.0% 0.3 862 +13 6
INVN funds › THE ALGER ETF TRUST NEW 0.0% +0.0% 0.3 13,814 +13,814 1
SCHI funds › SCHWAB STRATEGIC TR ADD 0.0% -0.0% 0.3 13,045 +61 6
PBA funds › PEMBINA PIPELINE CORP ADD 0.0% -0.0% 0.3 6,378 +97 6
CAFX funds › PROFESIONALLY MANAGED PORTFO NEW 0.0% +0.0% 0.3 11,959 +11,959 1
CRH funds › CRH PLC ADD 0.0% -0.0% 0.3 2,751 +133 4
RLY funds › SSGA ACTIVE ETF TR ADD 0.0% -0.0% 0.3 8,497 +1,005 2
CALF funds › PACER FDS TR TRIM 0.0% -0.0% 0.3 5,775 -1,376 6
AMP funds › AMERIPRISE FINL INC ADD 0.0% -0.0% 0.3 637 +10 6
MSI funds › MOTOROLA SOLUTIONS INC TRIM 0.0% -0.0% 0.3 702 -3 6
MET funds › METLIFE INC NEW 0.0% +0.0% 0.3 3,435 +3,435 1
HDV funds › ISHARES TR NEW 0.0% +0.0% 0.3 10,564 +10,564 1
IBTH funds › ISHARES TR HOLD 0.0% -0.0% 0.3 12,942 +0 6
IBTG funds › ISHARES TR HOLD 0.0% -0.0% 0.3 12,588 +0 6
CTVA funds › CORTEVA INC NEW 0.0% +0.0% 0.3 3,373 +3,373 1
JAZZ funds › JAZZ PHARMACEUTICALS PLC TRIM 0.0% -0.0% 0.3 1,177 -32 3
UBS funds › UBS GROUP AG ADD 0.0% +0.0% 0.3 5,722 +395 3
VXF funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.3 1,150 -12 2
SCHV funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.3 8,128 -291 6
KR funds › KROGER CO ADD 0.0% -0.0% 0.3 5,095 +243 6
EMXC funds › ISHARES INC ADD 0.0% +0.0% 0.3 2,759 +26 2
FBTC funds › FIDELITY WISE ORIGIN BITCOIN NEW 0.0% +0.0% 0.3 5,518 +5,518 1
SEIE funds › SEI EXCHANGE TRADED FUNDS TRIM 0.0% -0.0% 0.3 7,908 -25 3
IBMQ funds › ISHARES TR HOLD 0.0% -0.0% 0.3 10,933 +0 6
IBMO funds › ISHARES TR HOLD 0.0% -0.0% 0.3 10,893 +0 6
IBMP funds › ISHARES TR HOLD 0.0% -0.0% 0.3 10,943 +0 6

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 1,636 595 0.13 25% 0.011 0.357 in
2026Q1 1,289 515 0.08 27% 0.012 0.463 in
2025Q4 1,260 507 0.08 28% 0.013 0.396 in
2025Q3 1,198 494 0.07 27% 0.013 0.413 in
2025Q2 1,075 468 0.09 26% 0.012 0.390 in
2025Q1 972 456 0.11 25% 0.012 0.309 entered
2024Q4 948 465 0.00 25% 0.011 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