Fund Universe

← Fund Universe

☆Kingsview Wealth Management, LLC

CIK 0001791965 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.553
AUM ($M)
8,247
Positions
1409
Turnover
0.14
Top-10 wt
21%
Herfindahl
0.008
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 500 of 1510 positions (showing top 500 by weight) · portfolio value $8,247M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆MPRO funds › NORTHERN LTS FD TR IV ADD — 2.9% -0.2% 242.0 7,413,903 +51,128 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 2.7% +0.1% 223.5 1,117,091 +31,528 5 —
☆SPYG funds › SPDR SERIES TRUST ADD — 2.3% +0.2% 191.4 1,608,668 +825 5 —
☆MAMB funds › NORTHERN LTS FD TR IV ADD — 2.2% -0.1% 180.9 7,521,062 +470,065 5 —
☆MBCE funds › NORTHERN LTS FD TR IV ADD — 2.1% +0.3% 175.8 4,226,577 +366,914 5 —
☆AGG funds › ISHARES TR ADD — 2.1% -0.2% 173.6 1,753,696 +84,947 5 —
☆AAPL funds › APPLE INC TRIM — 2.1% -0.6% 171.5 592,616 -170,821 5 —
☆MVFG funds › NORTHERN LTS FD TR IV ADD — 2.0% +0.1% 164.7 4,745,055 +396,554 5 —
☆MSSS funds › NORTHERN LTS FD TR IV ADD — 1.7% +0.1% 138.8 3,878,483 +37,313 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 1.3% -0.0% 107.5 156,519 -7,451 5 —
☆MVFD funds › NORTHERN LTS FD TR IV ADD — 1.3% -0.0% 107.3 3,578,010 +307,263 5 —
☆AVGO funds › BROADCOM INC TRIM — 1.2% -0.1% 99.8 264,273 -41,814 5 —
☆LLY funds › ELI LILLY & CO ADD — 1.2% +0.2% 98.5 82,083 +6,612 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.2% -0.1% 97.9 262,425 +11,168 5 —
☆SPTI funds › SPDR SERIES TRUST TRIM — 1.2% -0.2% 95.8 3,373,475 -38,049 5 —
☆AMZN funds › AMAZON COM INC TRIM — 1.1% -0.1% 93.1 390,605 -36,687 5 —
☆SFLR funds › INNOVATOR ETFS TRUST ADD — 1.1% +0.1% 92.8 2,404,900 +237,342 5 —
☆LRCX funds › LAM RESEARCH CORP ADD — 1.1% +0.9% 88.9 205,076 +153,241 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 1.0% +0.3% 85.6 147,307 -134,728 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 1.0% +0.1% 82.3 111,814 +2,712 5 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 1.0% +0.2% 82.0 430,452 -24,879 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 1.0% +0.9% 80.7 111,588 +94,889 5 —
☆GE funds › GE AEROSPACE ADD — 1.0% +0.2% 78.8 210,930 +14,818 5 —
☆SPAB funds › SPDR SERIES TRUST ADD — 0.9% -0.1% 70.5 2,763,710 +68,285 5 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.8% +0.8% 69.5 60,173 +52,612 5 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.8% +0.6% 67.6 226,734 +141,244 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.8% +0.1% 64.9 181,566 -682 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 0.7% +0.1% 57.7 190,470 +11,424 5 —
☆NFLX funds › NETFLIX INC. ADD — 0.6% -0.1% 53.5 749,512 +160,555 5 —
☆ISRG funds › INTUITIVE SURGICAL INC ADD — 0.6% +0.0% 52.9 133,120 +32,724 5 —
☆MDPL funds › NORTHERN LTS FD TR IV TRIM — 0.6% -0.1% 52.6 2,126,098 -65,028 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.6% -0.2% 50.4 431,899 +9,588 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.6% -0.0% 49.3 150,478 -3,660 5 —
☆JAJL funds › INNOVATOR ETFS TRUST ADD — 0.6% -0.1% 47.9 1,602,395 +9,830 5 —
☆XLC funds › SELECT SECTOR SPDR TR ADD — 0.6% -0.0% 47.8 446,497 +37,545 5 —
☆BALT funds › INNOVATOR ETFS TRUST ADD — 0.6% +0.0% 47.5 1,385,648 +229,937 5 —
☆SPTM funds › SPDR SERIES TRUST ADD — 0.5% +0.0% 44.6 491,233 +28,768 5 —
☆MBB funds › ISHARES TR ADD — 0.5% -0.0% 38.9 411,950 +27,701 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.4% +0.0% 36.4 423,135 +350,954 5 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.4% -0.0% 36.4 229,299 +7,700 5 —
☆LQD funds › ISHARES TR ADD — 0.4% -0.0% 35.7 327,250 +20,308 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.4% +0.0% 34.4 97,430 -605 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.4% -0.1% 33.2 44,450 -7,456 5 —
☆SPYV funds › SPDR SERIES TRUST ADD — 0.4% +0.0% 31.9 525,435 +71,007 5 —
☆IEF funds › ISHARES TR ADD — 0.4% -0.0% 30.6 323,298 +31,296 5 —
☆TSLA funds › TESLA INC ADD — 0.4% +0.0% 29.3 69,564 +9,381 5 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD — 0.4% +0.1% 28.9 469,715 +88,708 5 —
☆BUFF funds › INNOVATOR ETFS TRUST ADD — 0.3% -0.0% 28.2 534,402 +14,021 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.3% -0.0% 27.6 116,580 +2,156 5 —
☆SMH funds › VANECK ETF TRUST ADD — 0.3% +0.1% 27.2 41,438 +1,776 5 —
☆FTSM funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.3% -0.0% 25.6 427,797 +4,798 5 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.3% -0.1% 25.3 335,451 -7,867 5 —
☆DGRO funds › ISHARES TR ADD — 0.3% +0.0% 25.1 331,194 +29,026 5 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE ADD — 0.3% +0.0% 24.8 502,557 +14,503 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 24.7 113,253 +8,788 5 —
☆META funds › META PLATFORMS INC TRIM — 0.3% -0.1% 24.6 43,708 -12,100 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.3% -0.0% 23.9 94,143 -4,803 5 —
☆HD funds › HOME DEPOT INC ADD — 0.3% -0.0% 23.8 67,560 +734 5 —
☆SHY funds › ISHARES TR ADD — 0.3% -0.0% 23.7 288,562 +17,440 5 —
☆IVV funds › ISHARES TR ADD — 0.3% +0.0% 23.2 30,945 +241 5 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 0.3% +0.0% 22.9 337,355 +9,417 5 —
☆ORCL funds › ORACLE CORP TRIM — 0.3% -0.0% 22.3 151,984 -1,786 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.3% -0.1% 22.2 133,708 -3,244 5 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.3% -0.0% 22.1 412,123 +10,527 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.3% -0.1% 22.1 161,564 -14,484 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 0.3% +0.1% 22.0 250,451 +46,365 5 —
☆BIL funds › SPDR SERIES TRUST TRIM — 0.3% -0.1% 21.7 236,443 -28,125 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.3% -0.1% 21.4 42,838 -4,593 5 —
☆XAR funds › SPDR SERIES TRUST ADD — 0.3% +0.0% 21.2 74,618 +7,323 5 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.3% +0.0% 21.1 239,584 +192,436 5 —
☆XPH funds › SPDR SERIES TRUST ADD — 0.3% +0.0% 20.9 314,894 +19,629 2 —
☆XSD funds › SPDR SERIES TRUST TRIM — 0.3% +0.0% 20.7 33,205 -20,351 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.3% -0.0% 20.7 254,845 -14,815 5 —
☆FDL funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.2% -0.0% 20.6 422,375 +27,739 5 —
☆ADI funds › ANALOG DEVICES INC TRIM — 0.2% +0.0% 20.5 51,506 -583 5 —
☆SGOV funds › ISHARES TR ADD — 0.2% -0.0% 20.2 200,752 +8,606 5 —
☆KIE funds › SPDR SERIES TRUST ADD — 0.2% +0.0% 20.1 330,352 +44,226 5 —
☆GLD funds › SPDR GOLD TR TRIM — 0.2% -0.1% 19.9 54,020 -1,863 5 —
☆IHF funds › ISHARES TR TRIM — 0.2% +0.0% 19.8 358,093 -1,797 5 —
☆KBWP funds › INVESCO EXCH TRADED FD TR II ADD — 0.2% +0.0% 19.8 156,199 +24,241 5 —
☆PEJ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.2% +0.0% 19.5 293,668 +21,502 2 —
☆TOUS funds › T ROWE PRICE EXCHANGE-TRADED ADD — 0.2% +0.0% 19.5 507,460 +35,802 4 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.2% +0.0% 19.4 104,635 +126 5 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.2% +0.0% 19.1 120,747 +12,391 5 —
☆WMT funds › WALMART INC TRIM — 0.2% -0.7% 19.0 167,885 -387,947 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.2% +0.1% 18.9 17,751 +4,984 5 —
☆XSW funds › SPDR SERIES TRUST ADD — 0.2% +0.0% 18.7 108,897 +1,712 2 —
☆IHI funds › ISHARES TR ADD — 0.2% +0.0% 18.6 376,493 +89,764 5 —
☆XLP funds › SELECT SECTOR SPDR TR ADD — 0.2% -0.0% 18.6 223,771 +5,942 5 —
☆PSLV funds › SPROTT ASSET MANAGEMENT LP ADD — 0.2% -0.1% 18.4 972,794 +30,701 5 —
☆FTC funds › FIRST TR EXCHANGE-TRADED ALP TRIM — 0.2% +0.0% 18.3 94,357 -1,762 5 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.0% 18.0 71,689 +70 5 —
☆FTA funds › FIRST TR EXCHANGE-TRADED ALP ADD — 0.2% -0.0% 17.8 183,956 +7,201 5 —
☆PHYS funds › SPROTT ASSET MANAGEMENT LP ADD — 0.2% -0.0% 17.5 578,626 +42,123 5 —
☆XLY funds › SELECT SECTOR SPDR TR ADD — 0.2% -0.0% 17.5 148,820 +2,782 5 —
☆CUSIP:464288109 funds › ISHARES TR ADD — 0.2% +0.1% 17.3 171,059 +115,767 5 —
☆V funds › VISA INC TRIM — 0.2% -0.1% 17.0 49,600 -18,354 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 0.2% +0.1% 16.9 172,421 +96,308 5 —
☆XLRE funds › SELECT SECTOR SPDR TR TRIM — 0.2% -0.0% 16.4 373,394 -2,143 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 16.4 203,335 +161,087 5 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.2% +0.0% 16.2 179,573 +16,453 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 16.1 506,762 +63,281 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.2% -0.0% 15.6 42,075 -1,832 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.2% -0.0% 15.5 105,718 +4,374 5 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.0% 14.6 432,416 -14,519 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.2% -0.1% 14.5 15,501 -1,317 5 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.2% +0.0% 14.4 285,947 +45,994 5 —
☆SPSB funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 14.0 467,289 -20,719 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.2% -0.0% 14.0 247,393 +1,785 5 —
☆TLT funds › ISHARES TR ADD — 0.2% -0.0% 13.8 159,409 +15,465 5 —
☆IDMO funds › INVESCO EXCH TRADED FD TR II ADD — 0.2% +0.0% 13.5 224,057 +35,237 5 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.2% -0.0% 13.5 153,377 +2,338 5 —
☆IJH funds › ISHARES TR ADD — 0.2% +0.0% 13.2 170,859 +9,425 5 —
☆ITOT funds › ISHARES TR TRIM — 0.2% -0.0% 13.0 79,009 -16,429 5 —
☆BAB funds › INVESCO EXCH TRADED FD TR II ADD — 0.2% -0.0% 12.9 481,335 +37,062 5 —
☆KO funds › COCA COLA CO ADD — 0.2% +0.0% 12.8 157,475 +14,059 5 —
☆CWB funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 12.7 117,874 -12,607 2 —
☆DEUS funds › DBX ETF TR ADD — 0.1% +0.0% 12.4 189,334 +56,881 2 —
☆MCD funds › MCDONALDS CORP TRIM — 0.1% -0.1% 12.3 45,557 -24,456 5 —
☆FLTR funds › VANECK ETF TRUST ADD — 0.1% -0.0% 12.3 480,200 +38,697 4 —
☆BOXX funds › EA SERIES TRUST ADD — 0.1% -0.0% 12.1 103,165 +6,727 5 —
☆MPC funds › MARATHON PETE CORP TRIM — 0.1% -0.0% 11.9 46,371 -10,366 5 —
☆PULS funds › PGIM ETF TR TRIM — 0.1% -0.1% 11.5 232,306 -66,547 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 11.3 94,321 +82,216 5 —
☆LOW funds › LOWES COS INC ADD — 0.1% -0.0% 11.1 50,545 +73 5 —
☆XCEM funds › COLUMBIA ETF TR II ADD — 0.1% +0.0% 10.9 207,014 +15,345 2 —
☆SOXX funds › ISHARES TR ADD — 0.1% +0.1% 10.9 17,070 +384 5 —
☆IEFA funds › ISHARES TR ADD — 0.1% +0.0% 10.8 112,103 +37,439 5 —
☆GEV funds › GE VERNOVA INC TRIM — 0.1% +0.0% 10.7 9,097 -1,020 5 —
☆IWF funds › ISHARES TR ADD — 0.1% +0.0% 10.6 85,213 +66,178 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.1% +0.1% 10.6 123,675 +112,519 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% +0.0% 10.5 37,490 +1,722 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 10.5 68,320 +4,725 5 —
☆QINT funds › AMERICAN CENTY ETF TR NEW — 0.1% +0.1% 10.4 150,256 +150,256 1 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% -0.1% 10.3 80,440 -54,311 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.1% +0.0% 10.3 140,788 +35,268 5 —
☆CI funds › THE CIGNA GROUP ADD — 0.1% +0.0% 10.3 37,331 +4,887 5 —
☆EDIV funds › SPDR INDEX SHS FDS ADD — 0.1% +0.1% 10.3 250,887 +213,114 4 —
☆JHMM funds › JOHN HANCOCK EXCHANGE TRADED ADD — 0.1% +0.0% 10.2 136,734 +40,764 5 —
☆BKMC funds › BNY MELLON ETF TRUST NEW — 0.1% +0.1% 10.2 82,344 +82,344 1 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 0.1% -0.1% 10.0 191,881 -92,150 5 —
☆FDT funds › FIRST TR EXCH TRD ALPHDX FD ADD — 0.1% +0.0% 10.0 105,456 +24,080 5 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 9.9 51,767 +6,767 5 —
☆CWI funds › SPDR INDEX SHS FDS ADD — 0.1% +0.0% 9.9 243,680 +36,701 2 —
☆XSMO funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 9.9 105,608 +3,390 5 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.1% -0.0% 9.7 19,101 +1,291 5 —
☆KLAC funds › KLA CORP ADD — 0.1% +0.0% 9.7 32,203 +28,667 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.1% +0.0% 9.6 12,635 -5,043 5 —
☆INTC funds › INTEL CORP TRIM — 0.1% +0.1% 9.6 69,034 -8,455 5 —
☆COWZ funds › PACER FDS TR TRIM — 0.1% -0.0% 9.6 154,238 -4,947 5 —
☆ICLO funds › INVESCO ACTIVELY MANAGED EXC ADD — 0.1% -0.0% 9.6 374,166 +8,174 5 —
☆WDIV funds › SPDR INDEX SHS FDS NEW — 0.1% +0.1% 9.5 118,640 +118,640 1 —
☆JPME funds › J P MORGAN EXCHANGE TRADED F NEW — 0.1% +0.1% 9.4 75,738 +75,738 1 —
☆DBEF funds › DBX ETF TR ADD — 0.1% +0.1% 9.4 171,917 +165,929 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.1% -0.0% 9.4 74,137 +3,674 5 —
☆HAWX funds › ISHARES TR ADD — 0.1% +0.0% 9.4 201,618 +13,068 2 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.1% +0.0% 9.4 19,599 +2,120 5 —
☆UPGD funds › INVESCO EXCHANGE TRADED FD T NEW — 0.1% +0.1% 9.2 112,789 +112,789 1 —
☆IQDF funds › FLEXSHARES TR ADD — 0.1% +0.0% 9.2 266,486 +22,089 2 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 9.2 251,333 +50,126 5 —
☆IJR funds › ISHARES TR ADD — 0.1% +0.0% 9.2 61,697 +8,490 5 —
☆SPXT funds › PROSHARES TR ADD — 0.1% +0.0% 9.1 84,339 +11,562 2 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 9.1 48,082 +1,699 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.1% +0.0% 9.0 76,860 -1,094 5 —
☆SPTS funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 9.0 309,625 -9,939 5 —
☆YEAR funds › AB ACTIVE ETFS INC ADD ETP 0.1% -0.0% 9.0 178,264 +10,644 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.1% +0.0% 9.0 125,658 +28,809 5 —
☆ETN funds › EATON CORP PLC ADD — 0.1% +0.0% 8.9 20,956 +1,119 5 —
☆EFAX funds › SPDR INDEX SHS FDS NEW — 0.1% +0.1% 8.9 164,976 +164,976 1 —
☆JPUS funds › J P MORGAN EXCHANGE TRADED F NEW — 0.1% +0.1% 8.9 63,386 +63,386 1 —
☆VSDA funds › VICTORY PORTFOLIOS II NEW — 0.1% +0.1% 8.9 152,574 +152,574 1 —
☆CGMS funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.1% -0.0% 8.8 323,447 -80,804 5 —
☆GCOW funds › PACER FDS TR ADD — 0.1% +0.1% 8.8 203,951 +180,677 5 —
☆PID funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.1% 8.8 394,832 +370,647 5 —
☆IDEV funds › ISHARES TR NEW — 0.1% +0.1% 8.8 98,449 +98,449 1 —
☆BLK funds › BLACKROCK INC ADD — 0.1% -0.0% 8.8 9,112 +127 5 —
☆IWM funds › ISHARES TR ADD — 0.1% +0.0% 8.7 28,997 +1,403 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.0% 8.7 53,599 +10,063 5 —
☆DE funds › DEERE & CO ADD — 0.1% +0.0% 8.6 13,591 +363 5 —
☆TFC funds › TRUIST FINL CORP ADD — 0.1% -0.0% 8.6 172,620 +799 5 —
☆FEX funds › FIRST TR EXCHANGE-TRADED ALP ADD — 0.1% +0.0% 8.6 61,448 +459 5 —
☆MGOV funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 8.6 425,545 +14,199 5 —
☆JAAA funds › JANUS DETROIT STR TR ADD — 0.1% -0.0% 8.6 169,836 +18,152 5 —
☆FYT funds › FIRST TR EXCHANGE-TRADED ALP ADD — 0.1% +0.0% 8.5 122,159 +681 5 —
☆IWD funds › ISHARES TR ADD — 0.1% +0.0% 8.5 35,076 +13,924 5 —
☆EVTR funds › MORGAN STANLEY ETF TRUST ADD — 0.1% +0.0% 8.5 166,963 +23,461 5 —
☆JGRO funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 8.5 85,761 +7,549 5 —
☆JPIN funds › J P MORGAN EXCHANGE TRADED F NEW — 0.1% +0.1% 8.4 115,977 +115,977 1 —
☆AFLG funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 8.3 191,726 +1,163 5 —
☆TJX funds › TJX COS INC NEW ADD — 0.1% -0.0% 8.3 54,790 +1,387 5 —
☆VOT funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 8.3 27,064 +2,584 5 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.1% -0.0% 8.3 24,455 -832 5 —
☆QQQI funds › NEOS ETF TRUST ADD — 0.1% +0.0% 8.3 145,322 +36,957 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.1% -0.0% 8.2 99,304 -89 5 —
☆IDOG funds › ALPS ETF TR NEW ETP 0.1% +0.1% 8.2 199,101 +199,101 1 —
☆CGCB funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.1% -0.0% 8.1 311,252 -54,419 5 —
☆PAAA funds › PGIM ETF TR ADD — 0.1% +0.0% 8.1 158,472 +42,420 5 —
☆ENB funds › ENBRIDGE INC ADD — 0.1% -0.0% 8.1 149,699 +5,210 5 —
☆WMB funds › WILLIAMS COS INC TRIM — 0.1% -0.0% 8.0 108,059 -259 5 —
☆SPTL funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 8.0 304,364 +25,220 5 —
☆PEP funds › PEPSICO INC ADD — 0.1% -0.0% 7.9 58,557 +950 5 —
☆NEAR funds › ISHARES U S ETF TR TRIM — 0.1% -0.0% 7.9 156,446 -28,307 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.6% 7.7 15,025 -83,095 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.1% -0.0% 7.7 84,779 -686 5 —
☆ITW funds › ILLINOIS TOOL WKS INC TRIM — 0.1% -0.0% 7.5 27,800 -1,119 5 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 7.5 141,338 -6,784 5 —
☆UNP funds › UNION PAC CORP ADD — 0.1% +0.0% 7.5 27,560 +362 5 —
☆JPEF funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 7.4 91,930 +14,945 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.1% +0.0% 7.4 129,349 +1,024 5 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 7.4 78,313 +4,302 5 —
☆PSX funds › PHILLIPS 66 TRIM — 0.1% -0.0% 7.3 43,343 -378 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% +0.0% 7.3 57,037 -165 5 —
☆MUB funds › ISHARES TR ADD — 0.1% -0.0% 7.1 66,258 +3,045 5 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.1% +0.0% 7.1 20,822 -1,399 5 —
☆NSLR funds › SURO CAPITAL CORP ADD — 0.1% +0.0% 7.1 564,301 +299,043 2 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.1% -0.0% 7.0 97,867 -13,201 5 —
☆QCOM funds › QUALCOMM INC TRIM — 0.1% -0.1% 7.0 38,004 -47,908 5 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 7.0 130,555 +20,719 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 7.0 32,707 +1,061 5 —
☆T funds › AT&T INC ADD — 0.1% -0.0% 7.0 335,770 +28,583 5 —
☆KLIC funds › KULICKE & SOFFA INDS INC TRIM — 0.1% +0.0% 6.9 51,755 -31,959 3 —
☆MRSH funds › MARSH & MCLENNAN COS INC TRIM — 0.1% -0.0% 6.9 41,516 -8,930 5 —
☆USFR funds › WISDOMTREE TR TRIM — 0.1% -0.0% 6.9 136,174 -667 5 —
☆SLYV funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 6.8 62,404 -6,526 5 —
☆AMGN funds › AMGEN INC TRIM — 0.1% -0.1% 6.8 18,729 -17,636 5 —
☆MDLZ funds › MONDELEZ INTL INC TRIM — 0.1% -0.0% 6.7 115,390 -278 5 —
☆LGOV funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 6.7 311,802 +15,138 5 —
☆BUFZ funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 6.7 238,562 +58,219 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.1% -0.0% 6.6 29,366 -311 5 —
☆VBIL funds › VANGUARD INSTL INDEX FD TRIM — 0.1% -0.0% 6.6 86,773 -3,869 4 —
☆PWR funds › QUANTA SVCS INC ADD — 0.1% +0.0% 6.4 8,922 +160 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 6.4 21,005 +3,622 5 —
☆CAIE funds › CALAMOS ETF TR ADD — 0.1% +0.1% 6.3 233,064 +175,851 2 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF ADD — 0.1% +0.0% 6.3 133,747 +22,918 5 —
☆TRGP funds › TARGA RES CORP TRIM — 0.1% -0.0% 6.3 23,490 -300 5 —
☆FNDX funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 6.3 201,590 -2,208 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.1% -0.0% 6.2 187,725 +2,309 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.1% -0.0% 6.2 147,499 -11,648 5 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.1% -0.0% 6.2 253,294 -23,905 5 —
☆PAVE funds › GLOBAL X FDS ADD — 0.1% +0.0% 6.2 105,470 +3,182 5 —
☆IVW funds › ISHARES TR ADD — 0.1% +0.0% 6.2 44,762 +2,618 5 —
☆IWR funds › ISHARES TR ADD — 0.1% +0.0% 6.2 55,749 +9,375 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 6.1 38,955 -2,151 5 —
☆GDX funds › VANECK ETF TRUST ADD — 0.1% -0.0% 6.0 80,168 +1,343 5 —
☆GLW funds › CORNING INC ADD — 0.1% +0.0% 6.0 23,578 +4,689 5 —
☆AMP funds › AMERIPRISE FINL INC TRIM — 0.1% -0.0% 6.0 13,090 -3,827 5 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM — 0.1% -0.0% 6.0 15,424 -9,199 5 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I TRIM — 0.1% -0.0% 5.9 20,285 -14 5 —
☆RDVI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 5.9 202,280 +56,212 5 —
☆OSK funds › OSHKOSH CORP TRIM — 0.1% -0.0% 5.9 38,507 -4,481 3 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 5.9 70,428 +2,119 5 —
☆FYC funds › FIRST TR EXCHANGE-TRADED ALP ADD — 0.1% +0.0% 5.9 46,302 +2,834 5 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.1% -0.1% 5.9 61,102 -39,886 5 —
☆O funds › REALTY INCOME CORP TRIM — 0.1% -0.0% 5.9 94,972 -3,344 5 —
☆SYK funds › STRYKER CORPORATION ADD — 0.1% +0.0% 5.9 18,669 +3,928 5 —
☆GSY funds › INVESCO ACTIVELY MANAGED EXC ADD — 0.1% +0.1% 5.9 117,125 +107,454 5 —
☆QTUM funds › ETF SER SOLUTIONS ADD — 0.1% +0.0% 5.8 35,216 +7,068 5 —
☆JMOM funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 5.8 67,756 +2,276 4 —
☆AMLP funds › ALPS ETF TR ADD ETP 0.1% -0.0% 5.8 111,427 +10,208 5 —
☆PPG funds › PPG INDS INC ADD — 0.1% +0.1% 5.7 47,223 +39,106 5 —
☆JMEE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 5.7 72,790 +25,603 2 —
☆SPYI funds › NEOS ETF TRUST ADD — 0.1% +0.0% 5.6 106,382 +11,255 5 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 0.1% -0.0% 5.6 5,533 -370 5 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 5.6 62,270 +11,973 5 —
☆CGDG funds › CAPITAL GROUP DIVIDEND GROWE TRIM — 0.1% -0.0% 5.6 148,943 -57,514 5 —
☆WEC funds › WEC ENERGY GROUP INC ADD — 0.1% -0.0% 5.6 47,739 +334 5 —
☆XMMO funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 5.6 32,639 +3,721 5 —
☆BDX funds › BECTON DICKINSON & CO ADD — 0.1% +0.1% 5.6 36,685 +32,718 5 —
☆ONEY funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 5.5 43,300 +424 5 —
☆QGRW funds › WISDOMTREE TR ADD — 0.1% +0.0% 5.5 83,917 +9,555 5 —
☆FBCG funds › FIDELITY COVINGTON TRUST ADD — 0.1% +0.1% 5.5 88,860 +84,719 4 —
☆IPAR funds › INTERPARFUMS INC NEW — 0.1% +0.1% 5.5 49,148 +49,148 1 —
☆BA funds › BOEING CO ADD — 0.1% +0.0% 5.5 25,275 +3,048 5 —
☆CGBL funds › CAPITAL GROUP CORE BALANCED TRIM — 0.1% -0.0% 5.4 143,350 -27,157 5 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 5.4 59,450 +4,777 4 —
☆LRGF funds › ISHARES TR TRIM — 0.1% -0.0% 5.4 71,199 -1,389 5 —
☆BRO funds › BROWN & BROWN INC TRIM — 0.1% -0.0% 5.3 83,360 -12,329 5 —
☆SCHW funds › SCHWAB CHARLES CORP ADD — 0.1% +0.1% 5.3 57,815 +51,154 5 —
☆IWY funds › ISHARES TR ADD — 0.1% +0.0% 5.3 18,307 +62 5 —
☆VV funds › VANGUARD INDEX FDS TRIM — 0.1% +0.0% 5.3 15,430 -30 5 —
☆WTW funds › WILLIS TOWERS WATSON PLC LTD TRIM — 0.1% -0.1% 5.3 20,239 -16,437 5 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.1% +0.0% 5.3 122,499 +12,836 5 —
☆LVHI funds › LEGG MASON ETF INVT ADD — 0.1% +0.0% 5.3 129,721 +78,256 3 —
☆CL funds › COLGATE PALMOLIVE CO ADD — 0.1% +0.0% 5.2 57,248 +43,694 5 —
☆HDV funds › ISHARES TR ADD — 0.1% +0.0% 5.2 188,590 +156,673 5 —
☆ASCE funds › ALLSPRING EXCHANGE TRADED FU TRIM — 0.1% -0.0% 5.2 147,286 -128,120 4 —
☆APH funds › AMPHENOL CORP ADD — 0.1% +0.0% 5.1 29,208 +5,346 5 —
☆COWG funds › PACER FDS TR TRIM — 0.1% -0.0% 5.1 127,435 -64,045 5 —
☆HRB funds › BLOCK H & R INC TRIM — 0.1% -0.0% 5.1 134,228 -82,332 5 —
☆FNY funds › FIRST TR EXCHANGE-TRADED ALP ADD — 0.1% +0.0% 5.1 46,077 +4,270 5 —
☆PFE funds › PFIZER INC TRIM — 0.1% -0.0% 5.1 212,065 -9,198 5 —
☆GIS funds › GENERAL MILLS INC TRIM — 0.1% -0.0% 5.1 145,905 -17,726 5 —
☆FIXD funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 5.1 116,154 +22,790 5 —
☆PVAL funds › PUTNAM ETF TRUST ADD — 0.1% +0.0% 5.1 99,192 +28,901 3 —
☆APO funds › APOLLO GLOBAL MGMT INC TRIM — 0.1% -0.0% 5.0 42,344 -22,578 5 —
☆FPE funds › FIRST TR EXCH TRADED FD III ADD — 0.1% -0.0% 5.0 279,968 +21,809 5 —
☆SSNC funds › SS&C TECH HLDGS TRIM — 0.1% -0.0% 5.0 80,448 -14,617 5 —
☆IGIB funds › ISHARES TR ADD — 0.1% -0.0% 5.0 93,852 +5,454 5 —
☆PNC funds › PNC FINL SVCS GROUP INC ADD — 0.1% +0.0% 5.0 20,241 +377 5 —
☆SNA funds › SNAP ON INC TRIM — 0.1% -0.0% 5.0 12,360 -2,285 5 —
☆ASH funds › ASHLAND INC NEW — 0.1% +0.1% 5.0 75,292 +75,292 1 —
☆FDS funds › FACTSET RESH SYS INC TRIM — 0.1% -0.0% 5.0 21,530 -8,660 5 —
☆TDG funds › TRANSDIGM GROUP INC TRIM — 0.1% -0.0% 4.9 3,695 -210 5 —
☆SLV funds › ISHARES SILVER TR TRIM — 0.1% -0.0% 4.9 91,812 -2,578 5 —
☆JBHT funds › HUNT J B TRANS SVCS INC NEW — 0.1% +0.1% 4.9 16,944 +16,944 1 —
☆SPGI funds › S&P GLOBAL INC ADD — 0.1% -0.0% 4.9 12,023 +68 5 —
☆IUSG funds › ISHARES TR ADD — 0.1% +0.0% 4.9 25,818 +6,247 5 —
☆VLO funds › VALERO ENERGY CORP ADD — 0.1% +0.0% 4.9 18,643 +1,466 5 —
☆IWP funds › ISHARES TR ADD — 0.1% +0.0% 4.8 32,854 +560 5 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.1% -0.0% 4.8 26,563 +332 5 —
☆OVV funds › OVINTIV INC TRIM — 0.1% -0.1% 4.8 91,078 -55,811 5 —
☆LW funds › LAMB WESTON HLDGS INC TRIM — 0.1% -0.0% 4.8 110,403 -39,381 3 —
☆YALL funds › YORKVILLE AMER INVTS TR NEW — 0.1% +0.1% 4.8 112,290 +112,290 1 —
☆ANGL funds › VANECK ETF TRUST ADD — 0.1% +0.0% 4.7 161,698 +64,841 2 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET TRIM — 0.1% -0.0% 4.7 106,175 -23,540 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.1% +0.1% 4.7 27,364 +27,364 1 —
☆ARES funds › ARES MANAGEMENT CORPORATION ADD — 0.1% +0.0% 4.6 41,769 +15,465 3 —
☆PH funds › PARKER-HANNIFIN CORP ADD — 0.1% +0.0% 4.6 4,734 +853 5 —
☆KBR funds › KBR INC TRIM — 0.1% -0.0% 4.6 133,997 -23,657 4 —
☆ZTS funds › ZOETIS INC ADD — 0.1% +0.0% 4.6 64,175 +55,988 5 —
☆RWL funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.0% 4.6 35,961 +9,343 5 —
☆TRV funds › TRAVELERS COMPANIES INC TRIM — 0.1% -0.0% 4.6 13,826 -11,555 5 —
☆SLYG funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 4.5 38,164 -3,557 5 —
☆KNTK funds › KINETIK HOLDINGS INC ADD — 0.1% +0.0% 4.5 93,344 +55,997 3 —
☆JPSE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 4.5 73,986 +1,149 5 —
☆GD funds › GENERAL DYNAMICS CORP ADD — 0.1% -0.0% 4.4 12,538 +596 5 —
☆IVOG funds › VANGUARD ADMIRAL FDS INC TRIM — 0.1% -0.1% 4.4 30,322 -51,279 2 —
☆INGR funds › INGREDION INC TRIM — 0.1% -0.0% 4.4 46,722 -14,673 3 —
☆SLB funds › SLB LIMITED ADD — 0.1% +0.0% 4.4 94,728 +71,800 5 —
☆PR funds › PERMIAN RESOURCES CORP NEW — 0.1% +0.1% 4.4 238,816 +238,816 1 —
☆SRE funds › SEMPRA ADD — 0.1% -0.0% 4.4 47,268 +146 5 —
☆OXY funds › OCCIDENTAL PETE CORP ADD — 0.1% +0.0% 4.4 90,179 +81,947 5 —
☆SF funds › STIFEL FINL CORP TRIM — 0.1% -0.0% 4.4 62,766 -25,235 3 —
☆HRL funds › HORMEL FOODS CORP NEW — 0.1% +0.1% 4.4 176,122 +176,122 1 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.1% +0.0% 4.4 52,884 +51,130 3 —
☆MATX funds › MATSON INC NEW — 0.1% +0.1% 4.4 22,664 +22,664 1 —
☆IEMG funds › ISHARES INC TRIM — 0.1% +0.0% 4.3 52,497 -1,400 5 —
☆GPIX funds › GOLDMAN SACHS ETF TR TRIM — 0.1% -0.0% 4.3 78,162 -68,285 4 —
☆AU funds › ANGLOGOLD ASHANTI PLC NEW — 0.1% +0.1% 4.3 53,608 +53,608 1 —
☆ACN funds › ACCENTURE PLC IRELAND TRIM — 0.1% -0.1% 4.3 34,817 -5,975 5 —
☆SNTH funds › TIDAL TRUST III ADD — 0.1% +0.0% 4.3 145,634 +126,809 2 —
☆CGUI funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% +0.0% 4.3 171,231 +64,389 4 —
☆MCK funds › MCKESSON CORP TRIM — 0.1% -0.0% 4.3 5,728 -186 5 —
☆JPIE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 4.3 93,820 +17,447 5 —
☆USTB funds › VICTORY PORTFOLIOS II TRIM — 0.1% -0.0% 4.3 85,198 -1,647 5 —
☆COF funds › CAPITAL ONE FINL CORP TRIM — 0.1% -0.1% 4.3 21,478 -32,922 5 —
☆JIRE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 4.3 52,065 +9,992 5 —
☆MSI funds › MOTOROLA SOLUTIONS INC ADD — 0.1% -0.0% 4.3 10,320 +40 5 —
☆ST funds › SENSATA TECHNOLOGIES HLDG PL NEW — 0.1% +0.1% 4.2 87,989 +87,989 1 —
☆CSX funds › CSX CORP ADD — 0.1% +0.0% 4.2 88,257 +26,797 5 —
☆HIG funds › HARTFORD INSURANCE GROUP INC TRIM — 0.1% -0.0% 4.2 31,642 -716 5 —
☆FTLS funds › FIRST TR EXCH TRADED FD III TRIM — 0.1% -0.0% 4.2 56,432 -33,476 5 —
☆SJNK funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 4.1 165,681 -110,325 5 —
☆DDFZ funds › INNOVATOR ETFS TRUST NEW — 0.1% +0.1% 4.1 213,653 +213,653 1 —
☆NXST funds › NEXSTAR MEDIA GROUP INC ADD — 0.1% +0.0% 4.1 23,186 +20,008 5 —
☆CF funds › CF INDUSTRIES HOLD ADD — 0.0% +0.0% 4.1 38,080 +35,528 5 —
☆FELE funds › FRANKLIN ELEC INC ADD — 0.0% +0.0% 4.1 38,416 +3,563 2 —
☆PTRB funds › PGIM ETF TR ADD — 0.0% -0.0% 4.1 99,284 +6,267 3 —
☆FCFS funds › FIRSTCASH HOLDINGS INC NEW — 0.0% +0.0% 4.1 19,026 +19,026 1 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.0% +0.0% 4.1 79,217 +15,383 5 —
☆LIN funds › LINDE PLC ADD — 0.0% -0.0% 4.1 7,883 +199 5 —
☆MUNI funds › PIMCO ETF TR TRIM — 0.0% -0.0% 4.0 76,940 -3,148 5 —
☆SLGN funds › SILGAN HLDGS INC NEW — 0.0% +0.0% 4.0 87,220 +87,220 1 —
☆HYLS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% -0.0% 4.0 99,442 +4,174 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.0% -0.1% 4.0 9,715 -23,012 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 4.0 79,780 -17,955 5 —
☆XMHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 4.0 35,671 +4,983 5 —
☆USMV funds › ISHARES TR ADD — 0.0% -0.0% 4.0 41,728 +672 5 —
☆CGGO funds › CAPITAL GROUP GBL GROWTH EQT ADD — 0.0% +0.0% 4.0 94,998 +51,534 5 —
☆G funds › GENPACT LIMITED TRIM — 0.0% -0.0% 4.0 146,135 -19,466 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.0% +0.0% 4.0 79,291 +11,657 5 —
☆STZ funds › CONSTELLATION BRANDS INC ADD — 0.0% +0.0% 4.0 28,751 +25,754 5 —
☆SO funds › SOUTHERN CO ADD — 0.0% -0.0% 4.0 41,582 +1,811 5 —
☆HLNE funds › HAMILTON LANE INC NEW — 0.0% +0.0% 4.0 50,385 +50,385 1 —
☆IEX funds › IDEX CORP NEW — 0.0% +0.0% 3.9 17,402 +17,402 1 —
☆FNK funds › FIRST TR EXCHANGE-TRADED ALP ADD — 0.0% -0.0% 3.9 64,005 +1,338 5 —
☆RF funds › REGIONS FINANCIAL CORP NEW ADD — 0.0% +0.0% 3.9 128,662 +5,766 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.0% -0.0% 3.9 7,741 -59 5 —
☆LDOS funds › LEIDOS HOLDINGS INC ADD — 0.0% +0.0% 3.9 37,597 +35,536 5 —
☆AIS funds › TIDAL TRUST III NEW — 0.0% +0.0% 3.9 45,262 +45,262 1 —
☆EMR funds › EMERSON ELEC CO ADD — 0.0% -0.0% 3.9 26,957 +50 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.0% +0.0% 3.9 30,871 +12,454 5 —
☆SNDK funds › SANDISK CORP ADD — 0.0% +0.0% 3.8 1,691 +349 2 —
☆LCII funds › LCI INDS NEW — 0.0% +0.0% 3.8 36,101 +36,101 1 —
☆EXPD funds › EXPEDITORS INTL WASH INC TRIM — 0.0% -0.0% 3.8 23,433 -3,756 2 —
☆ET funds › ENERGY TRANSFER L P ADD — 0.0% -0.0% 3.8 199,171 +9,254 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.0% -0.1% 3.8 24,179 -36,102 5 —
☆AVEM funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 3.8 39,019 +39,019 1 —
☆PLD funds › PROLOGIS INC. ADD — 0.0% -0.0% 3.8 27,772 +348 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 3.8 45,609 +3,977 5 —
☆FEGE funds › RBB FUND TRUST TRIM — 0.0% -0.1% 3.8 76,739 -85,531 5 —
☆COP funds › CONOCOPHILLIPS TRIM — 0.0% -0.0% 3.8 36,110 -67 5 —
☆TAP funds › MOLSON COORS BEVERAGE CO ADD — 0.0% -0.0% 3.8 96,355 +10,219 5 —
☆HEFA funds › ISHARES TR ADD — 0.0% +0.0% 3.7 79,875 +3,602 5 —
☆MMM funds › 3M CO TRIM — 0.0% -0.0% 3.7 23,028 -13,464 5 —
☆RPM funds › RPM INTL INC ADD — 0.0% -0.0% 3.7 33,495 +61 5 —
☆MTDR funds › MATADOR RES CO NEW — 0.0% +0.0% 3.7 74,778 +74,778 1 —
☆ARTY funds › ISHARES TR ADD — 0.0% +0.0% 3.7 48,870 +2,024 5 —
☆RUSHA funds › RUSH ENTERPRISES INC TRIM — 0.0% -0.0% 3.7 50,546 -8,866 2 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 3.7 76,277 +8,277 5 —
☆IXUS funds › ISHARES TR TRIM — 0.0% -0.0% 3.7 38,488 -4,143 5 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 3.7 18,584 +2,854 5 —
☆NOW funds › SERVICENOW INC ADD — 0.0% +0.0% 3.6 36,656 +14,651 5 —
☆OKE funds › ONEOK INC NEW ADD — 0.0% -0.0% 3.6 41,838 +3,812 5 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD ADD — 0.0% +0.0% 3.6 31,629 +7,437 5 —
☆DOX funds › AMDOCS LTD TRIM — 0.0% -0.0% 3.6 71,823 -20,103 4 —
☆MRVL funds › MARVELL TECHNOLOGY INC TRIM — 0.0% +0.0% 3.6 12,184 -2,026 5 —
☆TRSY funds › DBX ETF TR NEW — 0.0% +0.0% 3.6 120,000 +120,000 1 —
☆CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO TRIM — 0.0% -0.0% 3.6 93,402 -7,948 5 —
☆ROUS funds › LATTICE STRATEGIES TR TRIM — 0.0% -0.1% 3.6 53,482 -124,394 5 —
☆BAH funds › BOOZ ALLEN HAMILTON HLDG COR TRIM — 0.0% -0.0% 3.6 59,233 -21,587 5 —
☆PTEN funds › PATTERSON-UTI ENERGY INC NEW — 0.0% +0.0% 3.6 390,653 +390,653 1 —
☆DMLP funds › DORCHESTER MINERALS L P TRIM — 0.0% -0.0% 3.6 142,010 -29,295 5 —
☆FLOT funds › ISHARES TR TRIM — 0.0% -0.0% 3.6 69,922 -1,796 5 —
☆AEO funds › AMERICAN EAGLE OUTFITTERS IN ADD — 0.0% +0.0% 3.6 207,178 +48,644 2 —
☆FEM funds › FIRST TR EXCH TRD ALPHDX FD ADD — 0.0% +0.0% 3.5 110,800 +18,071 5 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.0% -0.0% 3.5 19,861 +18,879 5 —
☆ITWO funds › PROSHARES TR ADD — 0.0% +0.0% 3.5 75,324 +2,395 5 —
☆CVS funds › CVS HEALTH CORP TRIM — 0.0% +0.0% 3.5 34,116 -2,864 5 —
☆FIIG funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 3.5 169,747 +31,046 5 —
☆FPEI funds › FIRST TR EXCH TRADED FD III TRIM — 0.0% -0.1% 3.5 182,028 -190,926 5 —
☆NOV funds › NOV INC NEW — 0.0% +0.0% 3.5 189,248 +189,248 1 —
☆ASML funds › ASML HLDG NV TRIM — 0.0% +0.0% 3.5 1,763 -40 5 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.0% -0.0% 3.5 6,885 +44 5 —
☆IGPT funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 3.5 33,597 +7,478 5 —
☆EFA funds › ISHARES TR TRIM — 0.0% -0.0% 3.5 33,668 -4,729 5 —
☆CMI funds › CUMMINS INC ADD — 0.0% +0.0% 3.5 4,895 +657 5 —
☆HAL funds › HALLIBURTON CO TRIM — 0.0% -0.0% 3.5 102,121 -23,440 4 —
☆APA funds › APA CORPORATION TRIM — 0.0% -0.1% 3.5 106,321 -62,020 5 —
☆AIT funds › APPLIED INDL TECHNOLOGIES IN ADD — 0.0% +0.0% 3.4 10,068 +20 5 —
☆CGIE funds › CAPITAL GROUP INTERNATIONAL TRIM — 0.0% -0.0% 3.4 92,131 -27,519 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC TRIM — 0.0% -0.0% 3.4 24,755 -567 5 —
☆AMT funds › AMERICAN TOWER CORP TRIM — 0.0% -0.1% 3.4 20,624 -34,303 5 —
☆DIS funds › DISNEY WALT CO TRIM — 0.0% -0.0% 3.4 35,032 -5,301 5 —
☆PYLD funds › PIMCO ETF TR TRIM — 0.0% -0.1% 3.4 126,593 -181,481 5 —
☆WM funds › WASTE MGMT INC DEL ADD — 0.0% -0.0% 3.3 14,937 +315 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 3.3 14,860 +14,860 1 —
☆SPG funds › SIMON PPTY GROUP INC NEW TRIM — 0.0% -0.1% 3.3 14,835 -31,959 5 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 3.3 14,976 +14,976 1 —
☆STRL funds › STERLING INFRASTRUCTURE INC ADD — 0.0% +0.0% 3.3 3,919 +1,051 4 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.0% 3.3 54,646 -817 5 —
☆SM funds › SM ENERGY COMPANY ADD — 0.0% +0.0% 3.3 124,537 +116,041 2 —
☆LBRT funds › LIBERTY ENERGY INC NEW — 0.0% +0.0% 3.2 123,670 +123,670 1 —
☆VBK funds › VANGUARD INDEX FDS TRIM — 0.0% -0.1% 3.2 8,844 -23,761 5 —
☆RRC funds › RANGE RES CORP NEW — 0.0% +0.0% 3.2 86,962 +86,962 1 —
☆ARKK funds › ARK ETF TR TRIM — 0.0% -0.0% 3.2 39,931 -26,301 5 —
☆AVY funds › AVERY DENNISON CORP ADD — 0.0% +0.0% 3.2 19,874 +16,297 5 —
☆USB funds › US BANCORP ADD — 0.0% +0.0% 3.2 53,189 +3,262 5 —
☆CGNG funds › CAPITAL GROUP NEW GEOGRAPHY TRIM — 0.0% -0.0% 3.2 85,378 -24,329 5 —
☆INTF funds › ISHARES TR ADD — 0.0% -0.0% 3.2 78,037 +142 5 —
☆PGHY funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 3.2 161,443 +21,065 5 —
☆VIGI funds › VANGUARD WHITEHALL FDS TRIM — 0.0% -0.0% 3.2 33,999 -57 5 —
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.0% -0.0% 3.2 29,508 +778 5 —
☆DTCR funds › GLOBAL X FDS ADD — 0.0% +0.0% 3.2 104,263 +29,162 2 —
☆DIA funds › STATE STR SPDR DOW JONES IND TRIM — 0.0% -0.0% 3.2 6,044 -610 5 —
☆RFV funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 3.1 22,031 +2,493 5 —
☆HTRB funds › HARTFORD FDS EXCHANGE TRADED TRIM — 0.0% -0.0% 3.1 93,289 -7,630 5 —
☆DYNB funds › HARTFORD FDS EXCHANGE TRADED ADD — 0.0% +0.0% 3.1 80,020 +56,703 3 —
☆SPIB funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 3.1 93,847 -4,950 5 —
☆NYT funds › NEW YORK TIMES CO MTN BE NEW — 0.0% +0.0% 3.1 44,418 +44,418 1 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 3.1 11,618 +1,229 5 —
☆JNK funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 3.1 31,859 -3,340 5 —
☆QTEC funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 3.1 9,152 +2,728 5 —
☆SHOP funds › SHOPIFY INC TRIM — 0.0% -0.0% 3.1 26,821 -2,043 5 —
☆URA funds › GLOBAL X FDS TRIM — 0.0% -0.0% 3.0 69,663 -2,218 5 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 3.0 66,703 +205 5 —
☆CRC funds › CALIFORNIA RES CORP ADD — 0.0% +0.0% 3.0 56,923 +52,853 5 —
☆EFV funds › ISHARES TR ADD — 0.0% -0.0% 3.0 39,293 +119 5 —
☆DNP funds › DNP SELECT INCOME FD INC ADD — 0.0% +0.0% 3.0 278,300 +82,597 5 —
☆FTSL funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 3.0 66,297 -270 5 —
☆IMCG funds › ISHARES TR TRIM — 0.0% +0.0% 3.0 30,105 -201 5 —
☆SKYY funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% +0.0% 3.0 21,992 -1,461 5 —
☆FTCB funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 2.9 141,034 +37,544 5 —
☆OMFL funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.0% +0.0% 2.9 42,668 +168 5 —
☆FENI funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 2.9 72,103 -3,105 5 —
☆PAYX funds › PAYCHEX INC TRIM — 0.0% -0.0% 2.9 29,426 -519 5 —
☆MDYG funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 2.9 25,773 -2,841 5 —
☆CUSIP:46641Q308 funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% -0.0% 2.9 45,821 +351 5 —
☆MGY funds › MAGNOLIA OIL & GAS CORP NEW — 0.0% +0.0% 2.9 112,327 +112,327 1 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.0% +0.0% 2.9 8,570 +669 5 —
☆HYG funds › ISHARES TR TRIM — 0.0% -0.0% 2.9 35,790 -760 5 —
☆FWD funds › AB ACTIVE ETFS INC ADD ETP 0.0% +0.0% 2.8 19,187 +405 5 —
☆OEF funds › ISHARES TR ADD — 0.0% +0.0% 2.8 7,724 +389 5 —
☆AUSF funds › GLOBAL X FDS ADD — 0.0% -0.0% 2.8 57,187 +2,949 4 —
☆SHLD funds › GLOBAL X FDS ADD — 0.0% +0.0% 2.8 46,753 +14,653 5 —
☆MOAT funds › VANECK ETF TRUST ADD — 0.0% +0.0% 2.8 26,652 +11,576 5 —
☆MDYV funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 2.8 29,182 -2,583 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 2.8 62,354 +27,598 5 —
☆BX funds › BLACKSTONE INC ADD — 0.0% -0.0% 2.7 23,303 +784 5 —
☆EIPI funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.0% -0.0% 2.7 124,882 +149 5 —
☆SBUX funds › STARBUCKS CORP ADD — 0.0% +0.0% 2.7 26,574 +1,748 5 —
☆C funds › CITIGROUP INC ADD — 0.0% +0.0% 2.7 19,297 +1,229 5 —
☆CDX funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 0.0% -0.0% 2.7 127,672 +2,974 5 —
☆SPRX funds › LISTED FDS TR ADD — 0.0% +0.0% 2.7 46,500 +39,644 2 —
☆BUFB funds › INNOVATOR ETFS TRUST ADD — 0.0% +0.0% 2.7 67,742 +22,486 5 —
☆VBR funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 2.7 10,926 +1,218 5 —
☆NSC funds › NORFOLK SOUTHN CORP TRIM — 0.0% -0.0% 2.7 8,428 -350 5 —
☆SPMB funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 2.6 118,481 -540 5 —
☆SPSM funds › SPDR SERIES TRUST TRIM — 0.0% +0.0% 2.6 45,704 -1,516 5 —
☆LMBS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 2.6 52,886 +20,824 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 8,247 1409 0.14 21% 0.008 0.547 — in
2026Q1 7,319 1312 0.16 22% 0.008 0.527 — in
2025Q4 6,939 1229 0.12 22% 0.008 0.527 — in
2025Q3 6,547 1191 0.16 22% 0.008 0.447 — in
2025Q2 5,906 1160 0.14 22% 0.009 0.541 — entered
2025Q1 5,308 1086 0.00 23% 0.009 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