Fund Universe

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☆Atria Wealth Solutions, Inc.

CIK 0001927543 · holdings for 2025Q2 (change vs 2025Q1) · in signal universe
Quality Q
0.273
AUM ($M)
4,420
Positions
1461
Turnover
0.21
Top-10 wt
16%
Herfindahl
0.005
History (qtrs)
2
Excess Return
—

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Security type

Holdings · 500 of 1961 positions (showing top 500 by weight) · portfolio value $4,420M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR TRIM — 2.8% -0.1% 122.0 196,325 -231,134 1 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 2.0% +0.2% 87.0 549,711 -825,529 1 —
☆QQQ funds › INVESCO QQQ TR TRIM — 1.9% +0.4% 84.6 153,194 -119,769 1 —
☆AAPL funds › APPLE INC TRIM — 1.6% -0.7% 72.0 346,234 -519,637 1 —
☆MSFT funds › MICROSOFT CORP TRIM — 1.6% +0.1% 69.6 139,747 -182,741 1 —
☆SPY funds › SPDR S&P 500 ETF TR TRIM — 1.3% -0.1% 58.8 94,897 -117,458 1 —
☆QUAL funds › ISHARES TR TRIM — 1.3% +0.3% 57.7 315,547 -187,778 1 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 1.2% +0.1% 53.8 94,258 -91,469 1 —
☆IUSB funds › ISHARES TR TRIM — 1.1% -0.0% 50.6 1,095,353 -994,055 1 —
☆AMZN funds › AMAZON COM INC TRIM — 1.1% -0.1% 49.2 223,202 -317,500 1 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.9% +0.2% 38.0 124,227 -64,156 1 —
☆IVW funds › ISHARES TR TRIM — 0.8% +0.0% 36.6 332,486 -385,775 1 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.8% +0.0% 35.4 172,024 -168,690 1 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE TRIM — 0.8% +0.3% 34.9 877,929 -179,572 1 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.7% -0.0% 33.1 68,172 -52,952 1 —
☆META funds › META PLATFORMS INC TRIM — 0.7% -0.0% 32.6 44,398 -63,264 1 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 0.7% -0.1% 31.8 433,901 -482,292 1 —
☆GSY funds › INVESCO ACTIVELY MANAGED EXC TRIM — 0.7% +0.0% 29.1 580,333 -451,349 1 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.7% -0.5% 29.1 509,311 -1,318,316 1 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.7% -0.3% 28.9 507,452 -853,327 1 —
☆VUG funds › VANGUARD INDEX FDS TRIM — 0.6% -0.5% 27.9 63,486 -182,456 1 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.6% +0.2% 27.2 432,090 -139,980 1 —
☆IVE funds › ISHARES TR TRIM — 0.6% +0.0% 25.7 131,284 -115,297 1 —
☆SPYM funds › SPDR SERIES TRUST TRIM — 0.6% +0.3% 24.5 337,033 -37,786 1 —
☆COWZ funds › PACER FDS TR TRIM — 0.5% -0.1% 24.0 435,185 -570,906 1 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 0.5% +0.3% 23.8 474,028 +91,091 1 —
☆GOOGL funds › ALPHABET INC TRIM — 0.5% +0.0% 23.8 134,321 -146,554 1 —
☆BSV funds › VANGUARD BD INDEX FDS TRIM — 0.5% -0.2% 23.7 301,024 -491,627 1 —
☆EFV funds › ISHARES TR TRIM — 0.5% +0.1% 23.2 365,189 -182,885 1 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF TRIM — 0.5% +0.2% 23.2 568,085 -197,270 1 —
☆DYNF funds › BLACKROCK ETF TRUST TRIM — 0.5% -0.0% 23.0 421,250 -465,905 1 —
☆IEMG funds › ISHARES INC TRIM — 0.5% +0.3% 22.9 380,836 -13,589 1 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.5% -0.5% 22.4 125,979 -346,696 1 —
☆TSLA funds › TESLA INC TRIM — 0.5% +0.0% 22.1 69,656 -87,977 1 —
☆BIL funds › SPDR SERIES TRUST TRIM — 0.5% -0.0% 21.4 233,283 -234,119 1 —
☆VGT funds › VANGUARD WORLD FD TRIM — 0.5% +0.2% 21.2 31,891 -8,757 1 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 0.5% +0.2% 19.9 208,623 -71,371 1 —
☆JPM funds › JPMORGAN CHASE & CO. TRIM — 0.4% +0.0% 19.6 67,471 -82,054 1 —
☆VONG funds › VANGUARD SCOTTSDALE FDS TRIM — 0.4% +0.2% 19.2 175,730 -46,899 1 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 0.4% +0.1% 19.2 75,646 -74,123 1 —
☆AVGO funds › BROADCOM INC TRIM — 0.4% +0.1% 19.0 68,993 -77,108 1 —
☆MBB funds › ISHARES TR TRIM — 0.4% +0.1% 19.0 202,581 -108,744 1 —
☆DGRO funds › ISHARES TR TRIM — 0.4% +0.1% 18.8 292,635 -78,542 1 —
☆GLD funds › SPDR GOLD TR TRIM — 0.4% -0.1% 18.7 61,297 -88,202 1 —
☆AGG funds › ISHARES TR TRIM — 0.4% +0.1% 18.2 184,372 -93,403 1 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.4% +0.0% 18.1 332,834 -275,325 1 —
☆IUSV funds › ISHARES TR ADD — 0.4% +0.3% 17.9 185,593 +65,565 1 —
☆IEFA funds › ISHARES TR TRIM — 0.4% +0.1% 17.8 212,827 -156,517 1 —
☆V funds › VISA INC TRIM — 0.4% -0.0% 17.4 49,025 -45,819 1 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 0.4% -0.2% 17.1 127,847 -222,004 1 —
☆IJR funds › ISHARES TR TRIM — 0.4% -0.1% 17.1 155,077 -221,477 1 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.4% +0.0% 17.1 535,930 -537,052 1 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.4% +0.1% 16.8 331,249 -188,122 1 —
☆IJH funds › ISHARES TR TRIM — 0.4% -0.1% 16.6 264,304 -410,133 1 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.4% +0.1% 16.1 57,735 -26,810 1 —
☆GOOG funds › ALPHABET INC TRIM — 0.4% -0.1% 15.8 89,025 -148,711 1 —
☆VDC funds › VANGUARD WORLD FD TRIM — 0.4% +0.2% 15.5 70,624 -2,539 1 —
☆BIV funds › VANGUARD BD INDEX FDS TRIM — 0.3% -0.0% 15.4 199,045 -213,376 1 —
☆SPTS funds › SPDR SERIES TRUST TRIM — 0.3% +0.1% 15.0 513,226 -36,049 1 —
☆WMT funds › WALMART INC TRIM — 0.3% +0.1% 15.0 152,906 -117,238 1 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.3% +0.0% 14.9 62,308 -55,013 1 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.1% 14.8 557,436 -804,607 1 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II TRIM — 0.3% +0.2% 14.7 64,643 -2,705 1 —
☆IWM funds › ISHARES TR TRIM — 0.3% +0.1% 14.4 65,847 -10,717 1 —
☆IQLT funds › ISHARES TR TRIM — 0.3% +0.2% 14.3 331,529 -16,632 1 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.3% -0.0% 14.2 198,875 -247,657 1 —
☆LGOV funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.3% +0.2% 14.2 662,844 +86,159 1 —
☆MGV funds › VANGUARD WORLD FD TRIM — 0.3% +0.1% 13.9 105,688 -15,969 1 —
☆FLOT funds › ISHARES TR TRIM — 0.3% -0.0% 13.6 265,710 -259,311 1 —
☆TCAF funds › T ROWE PRICE ETF INC ADD — 0.3% +0.2% 13.5 379,262 +49,574 1 —
☆VO funds › VANGUARD INDEX FDS TRIM — 0.3% +0.1% 13.4 47,820 -14,011 1 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.3% +0.1% 13.4 98,520 -123,774 1 —
☆MTUM funds › ISHARES TR TRIM — 0.3% +0.1% 13.0 54,097 -33,948 1 —
☆MUB funds › ISHARES TR TRIM — 0.3% -0.0% 13.0 124,365 -145,909 1 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 0.3% +0.0% 12.9 441,275 -468,262 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.3% -0.0% 12.7 117,266 -108,796 1 —
☆IGSB funds › ISHARES TR TRIM — 0.3% +0.1% 12.5 237,361 -124,598 1 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.3% -0.0% 12.4 199,582 -263,452 1 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.3% -0.0% 12.4 80,696 -76,662 1 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.3% +0.1% 12.3 41,815 -29,496 1 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.3% +0.0% 12.2 270,844 -155,064 1 —
☆VXUS funds › VANGUARD STAR FDS TRIM — 0.3% +0.0% 12.0 172,901 -179,366 1 —
☆FDVV funds › FIDELITY COVINGTON TRUST ADD — 0.3% +0.2% 11.8 226,140 +170,956 1 —
☆OEF funds › ISHARES TR TRIM — 0.3% +0.1% 11.7 38,370 -21,497 1 —
☆IYW funds › ISHARES TR TRIM — 0.3% +0.0% 11.6 66,992 -78,448 1 —
☆TSM funds › TAIWAN SEMICONDUCTOR MFG LTD TRIM — 0.3% +0.1% 11.6 50,784 -36,057 1 —
☆IEI funds › ISHARES TR TRIM — 0.3% +0.1% 11.3 94,951 -43,139 1 —
☆DIA funds › SPDR DOW JONES INDL AVERAGE TRIM — 0.3% +0.1% 11.1 25,074 -9,276 1 —
☆CVX funds › CHEVRON CORP NEW TRIM — 0.2% -0.0% 10.8 74,867 -65,355 1 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 0.2% -0.4% 10.8 217,272 -837,825 1 —
☆QTUM funds › ETF SER SOLUTIONS TRIM — 0.2% +0.1% 10.7 116,770 -2,957 1 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET TRIM — 0.2% +0.1% 10.7 288,796 -71,151 1 —
☆USFR funds › WISDOMTREE TR TRIM — 0.2% +0.0% 10.6 210,150 -170,167 1 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.2% -0.1% 10.4 116,987 -146,291 1 —
☆TLH funds › ISHARES TR TRIM — 0.2% -0.0% 10.4 102,224 -92,795 1 —
☆COST funds › COSTCO WHSL CORP NEW TRIM — 0.2% -0.3% 10.3 10,453 -34,388 1 —
☆NFLX funds › NETFLIX INC TRIM — 0.2% +0.0% 10.3 7,728 -11,071 1 —
☆ABBV funds › ABBVIE INC TRIM — 0.2% -0.1% 10.3 55,034 -82,671 1 —
☆LLY funds › ELI LILLY & CO TRIM — 0.2% -0.2% 10.1 12,987 -25,286 1 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.2% +0.1% 10.0 120,541 -52,221 1 —
☆FTEC funds › FIDELITY COVINGTON TRUST TRIM — 0.2% +0.0% 9.9 50,082 -53,841 1 —
☆EFG funds › ISHARES TR TRIM — 0.2% -0.1% 9.9 88,420 -175,316 1 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% +0.0% 9.9 108,634 -72,760 1 —
☆SPGP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% +0.1% 9.8 90,906 -894 1 —
☆CGMS funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.2% +0.0% 9.8 354,998 -179,956 1 —
☆IAGG funds › ISHARES TR ADD — 0.2% +0.2% 9.2 180,948 +122,229 1 —
☆VCR funds › VANGUARD WORLD FD ADD — 0.2% +0.1% 9.2 25,201 +5,295 1 —
☆GE funds › GE AEROSPACE TRIM — 0.2% +0.1% 9.1 35,808 -9,684 1 —
☆VPU funds › VANGUARD WORLD FD TRIM — 0.2% +0.0% 9.1 51,419 -28,080 1 —
☆VFH funds › VANGUARD WORLD FD TRIM — 0.2% +0.1% 9.1 70,760 -23,534 1 —
☆VIS funds › VANGUARD WORLD FD TRIM — 0.2% +0.1% 9.0 31,808 -8,305 1 —
☆THRO funds › BLACKROCK ETF TRUST ADD — 0.2% +0.2% 8.9 251,006 +206,182 1 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II TRIM — 0.2% +0.1% 8.9 79,320 -16,787 1 —
☆PG funds › PROCTER AND GAMBLE CO TRIM — 0.2% -0.1% 8.9 55,657 -78,669 1 —
☆HD funds › HOME DEPOT INC TRIM — 0.2% -0.1% 8.8 24,021 -36,097 1 —
☆MGK funds › VANGUARD WORLD FD TRIM — 0.2% +0.1% 8.8 23,945 -8,990 1 —
☆MDT funds › MEDTRONIC PLC TRIM — 0.2% +0.1% 8.7 99,058 -14,573 1 —
☆FDIG funds › FIDELITY COVINGTON TRUST TRIM — 0.2% +0.1% 8.6 241,409 -5,426 1 —
☆SDVY funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% +0.1% 8.6 242,835 -41,697 1 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.2% -0.2% 8.5 170,973 -630,643 1 —
☆IUSG funds › ISHARES TR ADD — 0.2% +0.1% 8.5 55,936 +5,576 1 —
☆IEF funds › ISHARES TR TRIM — 0.2% +0.1% 8.4 88,026 -29,052 1 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.2% -0.0% 8.4 193,712 -172,658 1 —
☆KO funds › COCA COLA CO TRIM — 0.2% -0.0% 8.3 116,730 -127,047 1 —
☆TLT funds › ISHARES TR TRIM — 0.2% -0.6% 8.2 93,588 -628,622 1 —
☆SPYV funds › SPDR SERIES TRUST TRIM — 0.2% +0.1% 8.2 156,373 -19,439 1 —
☆XMHQ funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% +0.0% 8.2 82,783 -68,802 1 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.2% +0.0% 8.0 44,193 -27,574 1 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.2% +0.1% 8.0 24,890 -14,410 1 —
☆CUSIP:46434VBD1 funds › ISHARES TR TRIM — 0.2% +0.1% 8.0 316,905 -13,248 1 —
☆USMV funds › ISHARES TR TRIM — 0.2% -0.1% 8.0 84,757 -169,129 1 —
☆CGXU funds › CAPITAL GROUP INTL FOCUS EQT ADD — 0.2% +0.1% 7.9 290,268 +69,289 1 —
☆FTSM funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% +0.1% 7.9 131,617 -28,194 1 —
☆FLRT funds › PACER FDS TR TRIM — 0.2% +0.0% 7.8 164,745 -73,869 1 —
☆PTNQ funds › PACER FDS TR TRIM — 0.2% +0.1% 7.7 107,640 -22,035 1 —
☆XLU funds › SELECT SECTOR SPDR TR TRIM — 0.2% -0.0% 7.6 93,236 -88,574 1 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.2% -0.2% 7.5 143,773 -430,631 1 —
☆VOX funds › VANGUARD WORLD FD TRIM — 0.2% +0.1% 7.5 43,788 -13,739 1 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.2% +0.0% 7.5 14,580 -17,543 1 —
☆CGCV funds › CAPITAL GROUP CONSERVATIVE E ADD — 0.2% +0.1% 7.3 255,585 +17,420 1 —
☆MCD funds › MCDONALDS CORP TRIM — 0.2% -0.0% 7.3 24,901 -29,091 1 —
☆VV funds › VANGUARD INDEX FDS TRIM — 0.2% +0.1% 7.1 24,798 -3,473 1 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.2% -0.0% 7.0 15,123 -17,680 1 —
☆XLP funds › SELECT SECTOR SPDR TR TRIM — 0.2% +0.0% 7.0 86,029 -27,637 1 —
☆IBDR funds › ISHARES TR TRIM — 0.2% +0.1% 6.9 286,070 -14,761 1 —
☆EFA funds › ISHARES TR TRIM — 0.2% +0.0% 6.9 77,164 -33,228 1 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.2% +0.1% 6.7 34,015 -6,258 1 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.2% -0.0% 6.7 99,748 -119,588 1 —
☆FDL funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% +0.0% 6.7 160,497 -35,648 1 —
☆ITOT funds › ISHARES TR TRIM — 0.2% -0.0% 6.7 49,638 -85,287 1 —
☆HYGH funds › ISHARES U S ETF TR TRIM — 0.2% +0.1% 6.7 77,547 -20,746 1 —
☆XLI funds › SELECT SECTOR SPDR TR TRIM — 0.2% +0.1% 6.7 45,181 -1,926 1 —
☆XMMO funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% +0.1% 6.6 51,555 -8,421 1 —
☆HYG funds › ISHARES TR TRIM — 0.2% -0.0% 6.6 82,361 -81,861 1 —
☆DIS funds › DISNEY WALT CO TRIM — 0.2% -0.0% 6.6 53,470 -82,342 1 —
☆CGCB funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.1% +0.1% 6.6 251,920 -48,080 1 —
☆MDY funds › SPDR S&P MIDCAP 400 ETF TR TRIM — 0.1% +0.0% 6.6 11,640 -5,444 1 —
☆MAGS funds › LISTED FDS TR ADD — 0.1% +0.1% 6.6 118,472 +49,596 1 —
☆CGCP funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.1% +0.1% 6.6 292,485 -63,528 1 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.1% +0.1% 6.6 16,506 +321 1 —
☆CALF funds › PACER FDS TR TRIM — 0.1% -0.0% 6.5 163,339 -223,179 1 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.1% +0.0% 6.5 46,887 -72,052 1 —
☆BLK funds › BLACKROCK INC TRIM — 0.1% +0.0% 6.4 6,137 -3,724 1 —
☆VHT funds › VANGUARD WORLD FD TRIM — 0.1% -0.0% 6.4 25,838 -20,362 1 —
☆MOAT funds › VANECK ETF TRUST TRIM — 0.1% +0.0% 6.4 68,191 -67,284 1 —
☆SECT funds › NORTHERN LTS FD TR IV TRIM — 0.1% -0.1% 6.3 108,779 -338,102 1 —
☆KNG funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% +0.0% 6.3 128,506 -104,467 1 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.1% 6.2 85,461 +19,188 1 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.1% 6.2 134,066 -334,905 1 —
☆PULS funds › PGIM ETF TR TRIM — 0.1% +0.1% 6.2 124,673 -1,813 1 —
☆T funds › AT&T INC TRIM — 0.1% -0.0% 6.2 214,370 -332,769 1 —
☆JAAA funds › JANUS DETROIT STR TR TRIM — 0.1% -0.1% 6.1 121,021 -272,987 1 —
☆VOT funds › VANGUARD INDEX FDS TRIM — 0.1% +0.1% 6.1 21,529 -1,605 1 —
☆NOW funds › SERVICENOW INC TRIM — 0.1% +0.0% 6.1 5,955 -3,423 1 —
☆DBEF funds › DBX ETF TR TRIM — 0.1% +0.1% 6.1 138,408 -21,953 1 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 0.1% -0.0% 6.0 114,472 -148,262 1 —
☆LQD funds › ISHARES TR TRIM — 0.1% -0.0% 6.0 54,882 -73,930 1 —
☆PCAR funds › PACCAR INC ADD — 0.1% +0.1% 6.0 63,052 +218 1 —
☆LVHI funds › LEGG MASON ETF INVT TRIM — 0.1% +0.1% 6.0 183,473 -34,541 1 —
☆FMDE funds › FIDELITY COVINGTON TRUST ADD — 0.1% +0.1% 5.9 172,540 +57,452 1 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.2% 5.9 10,525 -37,020 1 —
☆GOVT funds › ISHARES TR ADD — 0.1% +0.1% 5.9 258,256 +56,629 1 —
☆SPAB funds › SPDR SERIES TRUST ADD — 0.1% +0.1% 5.9 230,314 +58,290 1 —
☆SGOV funds › ISHARES TR TRIM — 0.1% -0.0% 5.9 58,584 -51,786 1 —
☆MINT funds › PIMCO ETF TR TRIM — 0.1% -0.1% 5.9 58,494 -95,835 1 —
☆TMFC funds › RBB FD INC ADD — 0.1% +0.1% 5.8 89,291 +25,674 1 —
☆CAT funds › CATERPILLAR INC TRIM — 0.1% +0.0% 5.7 14,695 -12,216 1 —
☆PGR funds › PROGRESSIVE CORP ADD — 0.1% +0.1% 5.7 21,549 +3,439 1 —
☆BALT funds › INNOVATOR ETFS TRUST TRIM — 0.1% +0.0% 5.7 177,994 -73,629 1 —
☆CSCO funds › CISCO SYS INC TRIM — 0.1% -0.0% 5.7 81,810 -109,567 1 —
☆CRM funds › SALESFORCE INC TRIM — 0.1% -0.0% 5.7 20,770 -25,070 1 —
☆VONE funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.1% 5.7 19,962 -53,114 1 —
☆BSCQ funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.1% +0.1% 5.6 287,491 -34,363 1 —
☆IAUM funds › ISHARES GOLD TR TRIM — 0.1% +0.0% 5.5 167,703 -138,618 1 —
☆IXUS funds › ISHARES TR TRIM — 0.1% +0.0% 5.5 71,154 -73,307 1 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% -0.0% 5.5 68,668 -60,586 1 —
☆TIP funds › ISHARES TR TRIM — 0.1% +0.1% 5.5 49,923 -3,761 1 —
☆CUSIP:46436E866 funds › ISHARES TR TRIM — 0.1% +0.1% 5.5 234,212 -9,025 1 —
☆JHMM funds › JOHN HANCOCK EXCHANGE TRADED ADD — 0.1% +0.1% 5.4 87,275 +21,954 1 —
☆SIXO funds › AIM ETF PRODUCTS TRUST TRIM — 0.1% +0.1% 5.4 163,163 -3,482 1 —
☆DIVO funds › AMPLIFY ETF TR TRIM — 0.1% -0.0% 5.4 125,545 -207,125 1 —
☆PEP funds › PEPSICO INC TRIM — 0.1% -0.0% 5.4 40,413 -32,282 1 —
☆HEFA funds › ISHARES TR TRIM — 0.1% -0.0% 5.3 140,398 -158,627 1 —
☆SCHB funds › SCHWAB STRATEGIC TR TRIM — 0.1% +0.0% 5.3 221,297 -58,395 1 —
☆IETC funds › ISHARES U S ETF TR TRIM — 0.1% +0.1% 5.2 55,773 -2,569 1 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.1% +0.0% 5.2 87,758 -73,979 1 —
☆SDY funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 5.2 38,189 -35,408 1 —
☆CGMU funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.1% +0.0% 5.1 192,286 -64,810 1 —
☆SIXJ funds › AIM ETF PRODUCTS TRUST TRIM — 0.1% +0.1% 5.1 158,790 -7,176 1 —
☆GLDM funds › WORLD GOLD TR TRIM — 0.1% +0.0% 5.1 75,332 -45,589 1 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.1% +0.0% 5.1 17,334 -11,035 1 —
☆IWF funds › ISHARES TR TRIM — 0.1% -0.2% 5.0 11,858 -63,588 1 —
☆HDV funds › ISHARES TR TRIM — 0.1% -0.0% 5.0 42,221 -48,592 1 —
☆CUSIP:46138J825 funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.1% +0.0% 4.9 238,939 -39,152 1 —
☆BSCR funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.1% +0.0% 4.9 251,093 -24,637 1 —
☆IGIB funds › ISHARES TR TRIM — 0.1% +0.0% 4.8 90,461 -23,931 1 —
☆BAC funds › BANK AMERICA CORP TRIM — 0.1% -0.0% 4.8 100,666 -166,921 1 —
☆PFE funds › PFIZER INC TRIM — 0.1% -0.1% 4.8 195,671 -381,972 1 —
☆BLV funds › VANGUARD BD INDEX FDS TRIM — 0.1% -0.1% 4.8 68,817 -181,375 1 —
☆TMSL funds › T ROWE PRICE ETF INC TRIM — 0.1% +0.0% 4.8 142,613 -21,436 1 —
☆UTES funds › ETFIS SER TR I ADD — 0.1% +0.1% 4.8 63,030 +11,221 1 —
☆ABT funds › ABBOTT LABS TRIM — 0.1% -0.0% 4.7 34,812 -32,282 1 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.1% +0.0% 4.7 25,615 -13,495 1 —
☆CEG funds › CONSTELLATION ENERGY CORP ADD — 0.1% +0.1% 4.7 14,677 +4,875 1 —
☆NOBL funds › PROSHARES TR TRIM — 0.1% +0.0% 4.6 45,766 -14,300 1 —
☆SCHZ funds › SCHWAB STRATEGIC TR TRIM — 0.1% +0.0% 4.6 199,524 -40,671 1 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% +0.0% 4.6 77,506 -25,442 1 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.2% 4.6 34,139 -116,418 1 —
☆VOE funds › VANGUARD INDEX FDS TRIM — 0.1% +0.1% 4.6 27,733 -113 1 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 0.1% +0.0% 4.6 6,474 -7,655 1 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% +0.0% 4.6 57,368 -32,708 1 —
☆DAPR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% +0.0% 4.5 118,142 -298 1 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.1% +0.0% 4.4 45,077 -33,104 1 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.1% -0.1% 4.4 14,071 -18,304 1 —
☆QDPL funds › PACER FDS TR TRIM — 0.1% +0.0% 4.4 109,259 -22,845 1 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.0% 4.4 49,362 -63,431 1 —
☆COIN funds › COINBASE GLOBAL INC TRIM — 0.1% +0.1% 4.3 12,333 -2,813 1 —
☆HEI funds › HEICO CORP NEW TRIM — 0.1% +0.1% 4.3 13,283 -768 1 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC TRIM — 0.1% +0.0% 4.3 14,013 -13,288 1 —
☆GSUS funds › GOLDMAN SACHS ETF TR TRIM — 0.1% -0.0% 4.3 50,297 -71,393 1 —
☆TT funds › TRANE TECHNOLOGIES PLC TRIM — 0.1% +0.0% 4.3 9,827 -3,239 1 —
☆ORCL funds › ORACLE CORP TRIM — 0.1% -0.0% 4.3 19,296 -52,584 1 —
☆FESM funds › FIDELITY COVINGTON TRUST ADD — 0.1% +0.1% 4.3 133,565 +45,916 1 —
☆ENB funds › ENBRIDGE INC TRIM — 0.1% +0.0% 4.3 94,312 -22,320 1 —
☆DUK funds › DUKE ENERGY CORP NEW TRIM — 0.1% -0.0% 4.2 35,979 -56,125 1 —
☆VYMI funds › VANGUARD WHITEHALL FDS TRIM — 0.1% +0.0% 4.2 52,175 -26,708 1 —
☆RSPU funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.1% 4.2 58,398 -129,245 1 —
☆VTEB funds › VANGUARD MUN BD FDS TRIM — 0.1% +0.0% 4.1 84,034 -48,844 1 —
☆IBTG funds › ISHARES TR TRIM — 0.1% +0.0% 4.1 179,051 -12,440 1 —
☆RTX funds › RTX CORPORATION TRIM — 0.1% -0.0% 4.1 28,019 -50,172 1 —
☆PWR funds › QUANTA SVCS INC ADD — 0.1% +0.1% 4.1 10,710 +2,338 1 —
☆VDE funds › VANGUARD WORLD FD TRIM — 0.1% +0.0% 4.0 33,599 -21,177 1 —
☆GBIL funds › GOLDMAN SACHS ETF TR TRIM — 0.1% +0.0% 4.0 40,256 -1,229 1 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% +0.0% 4.0 76,696 -25,226 1 —
☆BOTZ funds › GLOBAL X FDS TRIM — 0.1% +0.0% 4.0 121,608 -4,260 1 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC TRIM — 0.1% +0.0% 4.0 16,912 -15,136 1 —
☆IWB funds › ISHARES TR TRIM — 0.1% -0.0% 3.9 11,609 -25,761 1 —
☆CUSIP:904767704 funds › UNILEVER PLC TRIM — 0.1% +0.0% 3.9 64,172 -11,463 1 —
☆SHY funds › ISHARES TR TRIM — 0.1% -0.1% 3.8 46,476 -103,270 1 —
☆IWD funds › ISHARES TR TRIM — 0.1% -0.1% 3.8 19,651 -80,973 1 —
☆GCOR funds › GOLDMAN SACHS ETF TR TRIM — 0.1% +0.0% 3.8 92,046 -27,926 1 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% +0.0% 3.8 80,983 -60,763 1 —
☆TRV funds › TRAVELERS COMPANIES INC TRIM — 0.1% +0.0% 3.8 14,116 -672 1 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.1% -0.0% 3.7 18,334 -23,269 1 —
☆PVAL funds › PUTNAM ETF TRUST ADD — 0.1% +0.0% 3.7 92,151 +1,664 1 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 0.1% +0.0% 3.7 150,787 -23,100 1 —
☆QCOM funds › QUALCOMM INC TRIM — 0.1% -0.0% 3.6 22,761 -26,709 1 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.1% -0.1% 3.6 38,729 -120,900 1 —
☆XAR funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 3.6 17,091 -8,386 1 —
☆XLC funds › SELECT SECTOR SPDR TR TRIM — 0.1% +0.0% 3.6 33,003 -14,838 1 —
☆PFF funds › ISHARES TR TRIM — 0.1% -0.0% 3.6 116,028 -223,728 1 —
☆BA funds › BOEING CO TRIM — 0.1% -0.0% 3.6 16,941 -31,695 1 —
☆AEM funds › AGNICO EAGLE MINES LTD TRIM — 0.1% +0.0% 3.6 29,937 -9,841 1 —
☆JANW funds › AIM ETF PRODUCTS TRUST TRIM — 0.1% +0.0% 3.5 101,302 -3,254 1 —
☆PNC funds › PNC FINL SVCS GROUP INC TRIM — 0.1% +0.0% 3.5 18,717 -8,805 1 —
☆IWR funds › ISHARES TR TRIM — 0.1% +0.0% 3.5 38,205 -25,260 1 —
☆ARKK funds › ARK ETF TR TRIM — 0.1% +0.0% 3.5 49,472 -49,463 1 —
☆NEAR funds › ISHARES U S ETF TR ADD — 0.1% +0.1% 3.5 68,050 +59,035 1 —
☆STIP funds › ISHARES TR TRIM — 0.1% +0.0% 3.5 33,666 -20,730 1 —
☆QYLD funds › GLOBAL X FDS TRIM — 0.1% -0.0% 3.4 205,960 -252,002 1 —
☆UNP funds › UNION PAC CORP TRIM — 0.1% -0.0% 3.4 14,821 -17,246 1 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 3.4 40,213 -63,587 1 —
☆CUSIP:46435U168 funds › ISHARES TR TRIM — 0.1% +0.0% 3.4 147,778 -1,876 1 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% +0.0% 3.4 24,187 -5,279 1 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.1% +0.0% 3.4 95,926 -64,636 1 —
☆SHV funds › ISHARES TR TRIM — 0.1% -0.0% 3.4 30,886 -55,082 1 —
☆DGRW funds › WISDOMTREE TR TRIM — 0.1% -0.0% 3.4 40,492 -48,671 1 —
☆FLRN funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 3.4 110,567 +2,732 1 —
☆VAW funds › VANGUARD WORLD FD TRIM — 0.1% +0.0% 3.4 17,025 -7,703 1 —
☆SOXX funds › ISHARES TR TRIM — 0.1% -0.0% 3.4 14,002 -30,909 1 —
☆C funds › CITIGROUP INC TRIM — 0.1% -0.0% 3.3 38,562 -86,080 1 —
☆CIBR funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.1% +0.0% 3.3 44,216 -28,073 1 —
☆ARM funds › ARM HOLDINGS PLC TRIM — 0.1% +0.0% 3.3 20,674 -1,439 1 —
☆BAI funds › BLACKROCK ETF TRUST NEW — 0.1% +0.1% 3.3 114,539 +114,539 1 —
☆SPSM funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 3.3 76,590 -6,636 1 —
☆BX funds › BLACKSTONE INC TRIM — 0.1% +0.0% 3.3 21,763 -19,326 1 —
☆CWB funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 3.3 39,449 -79,812 1 —
☆AMGN funds › AMGEN INC TRIM — 0.1% -0.1% 3.2 11,385 -27,644 1 —
☆CGSD funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.1% +0.0% 3.2 123,450 -4,591 1 —
☆GILD funds › GILEAD SCIENCES INC TRIM — 0.1% +0.0% 3.2 28,670 -18,984 1 —
☆ITA funds › ISHARES TR TRIM — 0.1% +0.0% 3.2 16,881 -15,303 1 —
☆IBHF funds › ISHARES TR ADD — 0.1% +0.0% 3.2 136,632 +2,160 1 —
☆SO funds › SOUTHERN CO TRIM — 0.1% -0.0% 3.2 34,506 -69,073 1 —
☆EMB funds › ISHARES TR TRIM — 0.1% -0.0% 3.1 33,954 -33,760 1 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.1% -0.1% 3.1 13,721 -39,886 1 —
☆PHYS funds › SPROTT PHYSICAL GOLD TR TRIM — 0.1% -0.0% 3.1 123,009 -283,034 1 —
☆IOO funds › ISHARES TR ADD — 0.1% +0.0% 3.1 29,022 +3,152 1 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.1% +0.0% 3.1 25,168 -38,721 1 —
☆IWV funds › ISHARES TR TRIM — 0.1% +0.0% 3.1 8,791 -2,008 1 —
☆CAH funds › CARDINAL HEALTH INC TRIM — 0.1% -0.0% 3.1 18,352 -38,376 1 —
☆BDX funds › BECTON DICKINSON & CO TRIM — 0.1% +0.0% 3.1 17,850 -1,453 1 —
☆CGNG funds › CAPITAL GROUP NEW GEOGRAPHY ADD — 0.1% +0.0% 3.1 106,643 +7,482 1 —
☆HWM funds › HOWMET AEROSPACE INC ADD — 0.1% +0.1% 3.0 16,669 +9,110 1 —
☆ET funds › ENERGY TRANSFER L P TRIM — 0.1% -0.0% 3.0 167,058 -171,202 1 —
☆EEM funds › ISHARES TR TRIM — 0.1% +0.0% 3.0 61,562 -10,721 1 —
☆IAI funds › ISHARES TR TRIM — 0.1% +0.0% 3.0 17,571 -7,635 1 —
☆ETN funds › EATON CORP PLC TRIM — 0.1% +0.0% 3.0 8,294 -5,641 1 —
☆ILCG funds › ISHARES TR TRIM — 0.1% +0.0% 3.0 30,594 -218 1 —
☆ZS funds › ZSCALER INC ADD — 0.1% +0.1% 3.0 9,447 +5,992 1 —
☆OCTW funds › AIM ETF PRODUCTS TRUST TRIM — 0.1% +0.0% 3.0 80,080 -8,133 1 —
☆FTNT funds › FORTINET INC TRIM — 0.1% +0.0% 3.0 27,967 -9,940 1 —
☆USTB funds › VICTORY PORTFOLIOS II TRIM — 0.1% +0.0% 3.0 58,167 -2,138 1 —
☆L funds › LOEWS CORP ADD — 0.1% +0.0% 3.0 32,227 +1,887 1 —
☆EQWL funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 2.9 26,547 +1,131 1 —
☆FNV funds › FRANCO NEV CORP ADD — 0.1% +0.0% 2.9 17,890 +1,565 1 —
☆APUE funds › TRUST FOR PROFESSIONAL MANAG TRIM — 0.1% -0.3% 2.9 77,537 -917,670 1 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.1% -0.0% 2.9 4 -3 1 —
☆SLV funds › ISHARES SILVER TR TRIM — 0.1% -0.1% 2.9 88,111 -223,244 1 —
☆MDLZ funds › MONDELEZ INTL INC TRIM — 0.1% -0.0% 2.9 42,265 -57,653 1 —
☆SBUX funds › STARBUCKS CORP TRIM — 0.1% -0.0% 2.9 31,112 -46,134 1 —
☆XLY funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 2.9 13,132 -17,348 1 —
☆COF funds › CAPITAL ONE FINL CORP ADD — 0.1% +0.0% 2.8 13,319 +1,803 1 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 0.1% -0.0% 2.8 69,849 -133,438 1 —
☆ICF funds › ISHARES TR TRIM — 0.1% +0.0% 2.8 46,103 -30,641 1 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.1% -0.0% 2.8 6,934 -7,105 1 —
☆FPE funds › FIRST TR EXCH TRADED FD III TRIM — 0.1% +0.0% 2.8 157,272 -69,997 1 —
☆VOOV funds › VANGUARD ADMIRAL FDS INC TRIM — 0.1% +0.0% 2.8 14,747 -1,993 1 —
☆SIXF funds › AIM ETF PRODUCTS TRUST TRIM — 0.1% +0.0% 2.8 93,728 -2,272 1 —
☆FLHY funds › FRANKLIN TEMPLETON ETF TR ADD — 0.1% +0.0% 2.8 113,985 +31,500 1 —
☆GEV funds › GE VERNOVA INC TRIM — 0.1% +0.0% 2.7 5,226 -5,964 1 —
☆HSY funds › HERSHEY CO TRIM — 0.1% +0.0% 2.7 16,448 -6,819 1 —
☆GSLC funds › GOLDMAN SACHS ETF TR TRIM — 0.1% +0.0% 2.7 22,309 -16,251 1 —
☆FSTA funds › FIDELITY COVINGTON TRUST ADD — 0.1% +0.0% 2.7 52,791 +934 1 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO TRIM — 0.1% -0.1% 2.7 57,977 -103,860 1 —
☆FEBW funds › AIM ETF PRODUCTS TRUST TRIM — 0.1% +0.0% 2.7 83,734 -7,376 1 —
☆MSTR funds › MICROSTRATEGY INC TRIM — 0.1% +0.0% 2.7 6,617 -7,357 1 —
☆EMR funds › EMERSON ELEC CO TRIM — 0.1% +0.0% 2.6 19,743 -14,014 1 —
☆PDEC funds › INNOVATOR ETFS TRUST TRIM — 0.1% +0.0% 2.6 65,925 -7,640 1 —
☆APRW funds › AIM ETF PRODUCTS TRUST ADD — 0.1% +0.0% 2.6 78,574 +5,994 1 —
☆DE funds › DEERE & CO TRIM — 0.1% -0.0% 2.6 5,119 -5,956 1 —
☆ACN funds › ACCENTURE PLC IRELAND TRIM — 0.1% -0.0% 2.6 8,643 -9,915 1 —
☆PTLC funds › PACER FDS TR TRIM — 0.1% -0.2% 2.6 50,306 -294,458 1 —
☆LMBS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 2.5 51,739 -61,633 1 —
☆BUFF funds › INNOVATOR ETFS TRUST TRIM — 0.1% +0.0% 2.5 53,914 -7,119 1 —
☆ECL funds › ECOLAB INC TRIM — 0.1% +0.0% 2.5 9,369 -6,929 1 —
☆WFC funds › WELLS FARGO CO NEW TRIM — 0.1% -0.0% 2.5 31,269 -57,686 1 —
☆DLN funds › WISDOMTREE TR TRIM — 0.1% +0.0% 2.5 30,778 -2,077 1 —
☆FNDA funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 2.5 87,555 +10,936 1 —
☆FBND funds › FIDELITY MERRIMACK STR TR TRIM — 0.1% -0.2% 2.5 54,523 -324,392 1 —
☆APD funds › AIR PRODS & CHEMS INC TRIM — 0.1% +0.0% 2.5 8,854 -4,030 1 —
☆SHOP funds › SHOPIFY INC TRIM — 0.1% +0.0% 2.5 21,394 -26,047 1 —
☆AEP funds › AMERICAN ELEC PWR CO INC TRIM — 0.1% +0.0% 2.5 23,798 -9,127 1 —
☆LIN funds › LINDE PLC TRIM — 0.1% -0.0% 2.5 5,248 -12,517 1 —
☆SNOW funds › SNOWFLAKE INC TRIM — 0.1% +0.0% 2.5 11,064 -2,363 1 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.1% -0.0% 2.4 4,622 -6,326 1 —
☆UCON funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% +0.0% 2.4 97,646 -57,064 1 —
☆PRU funds › PRUDENTIAL FINL INC TRIM — 0.1% -0.0% 2.4 22,342 -25,317 1 —
☆EMXC funds › ISHARES INC TRIM — 0.1% -0.1% 2.4 37,944 -235,850 1 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A TRIM — 0.1% +0.0% 2.4 3,172 -1,786 1 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.1% +0.0% 2.4 4,402 -2,992 1 —
☆MAYW funds › AIM ETF PRODUCTS TRUST ADD — 0.1% +0.0% 2.4 74,351 +687 1 —
☆MS funds › MORGAN STANLEY TRIM — 0.1% -0.0% 2.4 16,958 -25,695 1 —
☆REGL funds › PROSHARES TR TRIM — 0.1% +0.0% 2.4 28,440 -14,698 1 —
☆ED funds › CONSOLIDATED EDISON INC TRIM — 0.1% +0.0% 2.4 23,677 -13,753 1 —
☆TJX funds › TJX COS INC NEW TRIM — 0.1% -0.0% 2.4 19,030 -41,115 1 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.1% -0.0% 2.3 33,654 -68,835 1 —
☆ADBE funds › ADOBE INC TRIM — 0.1% -0.0% 2.3 6,068 -8,432 1 —
☆VXF funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 2.3 12,095 -23,673 1 —
☆MGC funds › VANGUARD WORLD FD TRIM — 0.1% +0.0% 2.3 10,290 -3,957 1 —
☆TXN funds › TEXAS INSTRS INC TRIM — 0.1% +0.0% 2.3 11,134 -6,666 1 —
☆SYY funds › SYSCO CORP TRIM — 0.1% -0.0% 2.3 30,445 -38,559 1 —
☆VRT funds › VERTIV HOLDINGS CO TRIM — 0.1% +0.0% 2.3 17,973 -9,880 1 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC TRIM — 0.1% +0.0% 2.3 9,086 -1,017 1 —
☆PAVE funds › GLOBAL X FDS ADD — 0.1% +0.0% 2.3 51,470 +1,181 1 —
☆DELL funds › DELL TECHNOLOGIES INC TRIM — 0.1% +0.0% 2.3 18,352 -11 1 —
☆GHYB funds › GOLDMAN SACHS ETF TR TRIM — 0.1% +0.0% 2.2 49,354 -13,730 1 —
☆ASML funds › ASML HOLDING N V TRIM — 0.1% +0.0% 2.2 2,798 -2,003 1 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.1% 2.2 12,262 -74,401 1 —
☆BOND funds › PIMCO ETF TR TRIM — 0.1% -0.0% 2.2 24,322 -32,676 1 —
☆LOW funds › LOWES COS INC TRIM — 0.1% -0.0% 2.2 10,050 -22,467 1 —
☆CGGO funds › CAPITAL GROUP GBL GROWTH EQT TRIM — 0.1% -0.0% 2.2 68,714 -98,064 1 —
☆UPS funds › UNITED PARCEL SERVICE INC TRIM — 0.1% -0.0% 2.2 21,700 -18,251 1 —
☆SPGM funds › SPDR INDEX SHS FDS ADD — 0.1% +0.0% 2.2 32,040 +403 1 —
☆SPHY funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 2.2 92,867 -204,780 1 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.0% +0.0% 2.2 24,103 -6,290 1 —
☆HEIA funds › HEICO CORP NEW TRIM — 0.0% +0.0% 2.2 8,637 -64 1 —
☆HOOD funds › ROBINHOOD MKTS INC TRIM — 0.0% +0.0% 2.2 23,143 -20,577 1 —
☆SPTL funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 2.2 81,340 -178,907 1 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.0% +0.0% 2.2 26,438 -3,313 1 —
☆JULW funds › AIM ETF PRODUCTS TRUST TRIM — 0.0% +0.0% 2.2 57,863 -19,388 1 —
☆CTAS funds › CINTAS CORP TRIM — 0.0% +0.0% 2.1 9,610 -8,636 1 —
☆LGH funds › NORTHERN LTS FD TR III NEW — 0.0% +0.0% 2.1 39,030 +39,030 1 —
☆SPIB funds › SPDR SERIES TRUST TRIM — 0.0% +0.0% 2.1 63,438 -48,768 1 —
☆PHO funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% +0.0% 2.1 30,127 -11,014 1 —
☆AUSF funds › GLOBAL X FDS NEW — 0.0% +0.0% 2.1 47,081 +47,081 1 —
☆SRLN funds › SSGA ACTIVE ETF TR TRIM — 0.0% +0.0% 2.1 50,432 -7,620 1 —
☆LSAF funds › TWO RDS SHARED TR TRIM — 0.0% +0.0% 2.1 49,171 -41,275 1 —
☆VNLA funds › JANUS DETROIT STR TR TRIM — 0.0% +0.0% 2.1 42,157 -4,245 1 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM — 0.0% +0.0% 2.0 14,055 -7,532 1 —
☆CRDO funds › CREDO TECHNOLOGY GROUP HOLDI ADD — 0.0% +0.0% 2.0 22,047 +7,677 1 —
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 0.0% +0.0% 2.0 56,542 -3,795 1 —
☆RDVI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 2.0 82,162 +2,857 1 —
☆RECS funds › COLUMBIA ETF TR I ADD — 0.0% +0.0% 2.0 55,103 +21,111 1 —
☆XYLD funds › GLOBAL X FDS TRIM — 0.0% +0.0% 2.0 52,037 -23,917 1 —
☆IGV funds › ISHARES TR TRIM — 0.0% +0.0% 2.0 18,492 -19,956 1 —
☆COP funds › CONOCOPHILLIPS TRIM — 0.0% -0.0% 2.0 22,435 -22,627 1 —
☆CTVA funds › CORTEVA INC TRIM — 0.0% +0.0% 2.0 27,066 -3,509 1 —
☆CGBL funds › CAPITAL GROUP CORE BALANCED TRIM — 0.0% -0.0% 2.0 60,108 -87,519 1 —
☆USIG funds › ISHARES TR TRIM — 0.0% +0.0% 2.0 39,093 -10,655 1 —
☆INTC funds › INTEL CORP TRIM — 0.0% +0.0% 2.0 89,377 -38,237 1 —
☆VBK funds › VANGUARD INDEX FDS TRIM — 0.0% +0.0% 2.0 7,105 -335 1 —
☆GSIE funds › GOLDMAN SACHS ETF TR TRIM — 0.0% -0.0% 2.0 49,892 -64,039 1 —
☆MTB funds › M & T BK CORP TRIM — 0.0% +0.0% 2.0 9,980 -870 1 —
☆XLRE funds › SELECT SECTOR SPDR TR TRIM — 0.0% +0.0% 1.9 46,741 -28,972 1 —
☆DSI funds › ISHARES TR TRIM — 0.0% -0.1% 1.9 16,547 -62,499 1 —
☆JAVA funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% +0.0% 1.9 29,469 -3,823 1 —
☆IMCV funds › ISHARES TR TRIM — 0.0% +0.0% 1.9 25,407 -1,679 1 —
☆FNCL funds › FIDELITY COVINGTON TRUST TRIM — 0.0% +0.0% 1.9 25,514 -17,518 1 —
☆CB funds › CHUBB LIMITED TRIM — 0.0% -0.0% 1.9 6,630 -7,530 1 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM — 0.0% +0.0% 1.9 10,440 -6,153 1 —
☆PSX funds › PHILLIPS 66 TRIM — 0.0% +0.0% 1.9 15,868 -11,966 1 —
☆JUNW funds › AIM ETF PRODUCTS TRUST ADD — 0.0% +0.0% 1.9 59,840 +20,371 1 —
☆TGT funds › TARGET CORP TRIM — 0.0% +0.0% 1.9 18,826 -11,749 1 —
☆IWS funds › ISHARES TR TRIM — 0.0% -0.0% 1.9 14,266 -15,446 1 —
☆AMP funds › AMERIPRISE FINL INC ADD — 0.0% +0.0% 1.9 3,523 +332 1 —
☆QQH funds › NORTHERN LTS FD TR III NEW — 0.0% +0.0% 1.9 27,773 +27,773 1 —
☆O funds › REALTY INCOME CORP TRIM — 0.0% -0.1% 1.9 32,550 -100,095 1 —
☆IIGD funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.0% +0.0% 1.9 75,000 +0 1 —
☆DHR funds › DANAHER CORPORATION TRIM — 0.0% -0.0% 1.9 9,347 -11,476 1 —
☆PFXF funds › VANECK ETF TRUST ADD — 0.0% +0.0% 1.8 107,167 +10,152 1 —
☆UTG funds › REAVES UTIL INCOME FD TRIM — 0.0% +0.0% 1.8 50,949 -12,051 1 —
☆SPTI funds › SPDR SERIES TRUST TRIM — 0.0% +0.0% 1.8 64,159 -3,367 1 —
☆CUSIP:37960A438 funds › GLOBAL X FDS TRIM — 0.0% +0.0% 1.8 18,306 -651 1 —
☆BUFQ funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.0% +0.0% 1.8 55,002 +14,278 1 —
☆ORLY funds › OREILLY AUTOMOTIVE INC ADD — 0.0% +0.0% 1.8 20,228 +18,024 1 —
☆IWY funds › ISHARES TR TRIM — 0.0% -0.0% 1.8 7,361 -16,551 1 —
☆TMUS funds › T-MOBILE US INC TRIM — 0.0% -0.0% 1.8 7,572 -6,923 1 —
☆DECW funds › AIM ETF PRODUCTS TRUST ADD — 0.0% +0.0% 1.8 57,213 +223 1 —
☆ILCB funds › ISHARES TR TRIM — 0.0% +0.0% 1.8 21,006 -6,577 1 —
☆IFRA funds › ISHARES TR ADD — 0.0% +0.0% 1.8 35,961 +2,858 1 —
☆HELO funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 1.8 28,723 -54,717 1 —
☆AXON funds › AXON ENTERPRISE INC ADD — 0.0% +0.0% 1.8 2,168 +80 1 —
☆BLOK funds › AMPLIFY ETF TR ADD — 0.0% +0.0% 1.8 31,034 +4,372 1 —
☆COR funds › CENCORA INC TRIM — 0.0% +0.0% 1.8 5,934 -2,293 1 —
☆EOG funds › EOG RES INC TRIM — 0.0% +0.0% 1.8 14,818 -10,227 1 —
☆FVAL funds › FIDELITY COVINGTON TRUST TRIM — 0.0% +0.0% 1.8 27,598 -2,579 1 —
☆CGDG funds › CAPITAL GROUP DIVIDEND GROWE TRIM — 0.0% -0.0% 1.8 51,816 -66,626 1 —
☆PH funds › PARKER-HANNIFIN CORP TRIM — 0.0% -0.0% 1.8 2,504 -7,488 1 —
☆CVS funds › CVS HEALTH CORP TRIM — 0.0% -0.0% 1.7 25,384 -29,858 1 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 1.7 29,716 -65,257 1 —
☆COWG funds › PACER FDS TR TRIM — 0.0% +0.0% 1.7 49,541 -46,686 1 —
☆SCHV funds › SCHWAB STRATEGIC TR TRIM — 0.0% +0.0% 1.7 62,430 -20,522 1 —
☆SPTM funds › SPDR SERIES TRUST TRIM — 0.0% +0.0% 1.7 23,194 -1,158 1 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L TRIM — 0.0% -0.0% 1.7 55,437 -139,919 1 —
☆QTEC funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% +0.0% 1.7 7,925 -10,333 1 —
☆STT funds › STATE STR CORP TRIM — 0.0% +0.0% 1.7 15,841 -9,712 1 —
☆FHLC funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 1.7 26,020 -49,190 1 —
☆PSLV funds › SPROTT PHYSICAL SILVER TR ADD — 0.0% +0.0% 1.7 134,232 +15,381 1 —
☆CASY funds › CASEYS GEN STORES INC TRIM — 0.0% -0.0% 1.7 3,255 -6,478 1 —
☆MEAR funds › ISHARES U S ETF TR ADD — 0.0% +0.0% 1.7 32,927 +3,911 1 —
☆DVY funds › ISHARES TR TRIM — 0.0% -0.0% 1.6 12,260 -27,911 1 —
☆DLTR funds › DOLLAR TREE INC NEW — 0.0% +0.0% 1.6 16,560 +16,560 1 —
☆NOC funds › NORTHROP GRUMMAN CORP TRIM — 0.0% -0.0% 1.6 3,263 -6,048 1 —
☆VRSN funds › VERISIGN INC TRIM — 0.0% +0.0% 1.6 5,643 -1,178 1 —
☆ITW funds › ILLINOIS TOOL WKS INC TRIM — 0.0% -0.0% 1.6 6,448 -12,188 1 —
☆PAUG funds › INNOVATOR ETFS TRUST TRIM — 0.0% +0.0% 1.6 39,677 -18,350 1 —
☆AJG funds › GALLAGHER ARTHUR J & CO TRIM — 0.0% -0.0% 1.6 5,015 -4,348 1 —
☆NKE funds › NIKE INC TRIM — 0.0% +0.0% 1.6 22,276 -14,785 1 —
☆SUB funds › ISHARES TR TRIM — 0.0% +0.0% 1.6 14,979 -7,761 1 —
☆AMT funds › AMERICAN TOWER CORP NEW TRIM — 0.0% +0.0% 1.6 7,146 -4,953 1 —
☆SHYG funds › ISHARES TR TRIM — 0.0% -0.1% 1.6 36,809 -132,514 1 —
☆ESGU funds › ISHARES TR TRIM — 0.0% -0.0% 1.6 11,633 -28,431 1 —
☆KMB funds › KIMBERLY-CLARK CORP TRIM — 0.0% -0.0% 1.6 12,138 -19,179 1 —
☆SLYV funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 1.6 19,307 +6,574 1 —
☆KLAC funds › KLA CORP TRIM — 0.0% -0.0% 1.6 1,750 -2,800 1 —
☆MUNI funds › PIMCO ETF TR ADD — 0.0% +0.0% 1.6 30,495 +2,723 1 —
☆APH funds › AMPHENOL CORP NEW TRIM — 0.0% +0.0% 1.6 15,822 -5,028 1 —
☆JNK funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 1.6 16,098 -34,502 1 —
☆UTF funds › COHEN & STEERS INFRASTRUCTUR ADD — 0.0% +0.0% 1.6 57,853 +8,831 1 —
☆FDRR funds › FIDELITY COVINGTON TRUST TRIM — 0.0% +0.0% 1.6 28,678 -29,469 1 —
☆APA funds › APA CORPORATION ADD — 0.0% +0.0% 1.6 84,937 +34,619 1 —
☆KMI funds › KINDER MORGAN INC DEL TRIM — 0.0% -0.0% 1.5 52,785 -102,117 1 —
☆SNPS funds › SYNOPSYS INC TRIM — 0.0% +0.0% 1.5 3,010 -2,669 1 —
☆APIE funds › TRUST FOR PROFESSIONAL MANAG TRIM — 0.0% -0.2% 1.5 46,280 -533,791 1 —
☆USB funds › US BANCORP DEL TRIM — 0.0% +0.0% 1.5 33,126 -24,852 1 —
☆CUSIP:45782C383 funds › INNOVATOR ETFS TRUST ADD — 0.0% +0.0% 1.5 35,971 +3,388 1 —
☆FREL funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 1.5 55,917 +6,536 1 —
☆VT funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.0% 1.5 11,767 -30,599 1 —
☆FDMO funds › FIDELITY COVINGTON TRUST TRIM — 0.0% +0.0% 1.5 19,952 -1,755 1 —
☆GCOW funds › PACER FDS TR TRIM — 0.0% +0.0% 1.5 39,603 -17,074 1 —

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
2025Q2 4,420 1461 0.21 16% 0.005 0.292 — entered
2025Q1 8,296 1842 0.00 16% 0.005 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