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☆Cyndeo Wealth Partners, LLC

CIK 0001950947 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.448
AUM ($M)
2,122
Positions
517
Turnover
0.09
Top-10 wt
22%
Herfindahl
0.010
History (qtrs)
6
Excess Return
—

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Security type

Holdings · 500 of 535 positions (showing top 500 by weight) · portfolio value $2,122M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆MSFT funds › MICROSOFT CORP TRIM — 3.4% -0.4% 71.8 192,374 -210 5 —
☆AAPL funds › APPLE INC ADD — 3.2% +0.2% 67.5 233,368 +7,550 5 —
☆AVGO funds › BROADCOM INC ADD — 3.0% +0.3% 64.5 170,727 +733 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 3.0% +0.1% 63.4 317,047 +1,932 5 —
☆AMZN funds › AMAZON COM INC ADD — 2.2% +0.1% 47.6 199,523 +4,287 5 —
☆ABBV funds › ABBVIE INC ADD — 1.6% +0.1% 34.5 137,211 +305 5 —
☆GOOGL funds › ALPHABET INC TRIM — 1.6% +0.1% 33.8 94,514 -6,808 5 —
☆FTGC funds › FIRST TR EXCHANGE TRAD FD VI ADD — 1.5% -0.2% 31.3 1,157,535 +24,786 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 1.5% +0.1% 31.1 102,541 +5,583 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 1.4% -0.1% 30.2 662,811 +17,500 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MFG LTD ADD — 1.4% +0.3% 29.7 62,222 +1,972 5 —
☆FTCB funds › FIRST TR EXCHANGE-TRADED FD ADD — 1.2% -0.1% 25.8 1,239,068 +34,249 5 —
☆JPM funds › JPMORGAN CHASE & CO. TRIM — 1.2% -0.0% 25.4 77,465 -39 5 —
☆UCON funds › FIRST TR EXCHNG TRADED FD VI ADD — 1.0% -0.1% 21.7 872,866 +32,949 5 —
☆LLY funds › ELI LILLY & CO TRIM — 1.0% +0.1% 21.5 17,927 -41 5 —
☆IGIB funds › ISHARES TR ADD — 1.0% -0.1% 21.3 400,135 +15,072 5 —
☆YLD funds › PRINCIPAL EXCHANGE TRADED FD ADD — 1.0% -0.1% 21.2 1,112,557 +41,774 5 —
☆GSY funds › INVESCO ACTIVELY MANAGED EXC ADD — 1.0% -0.1% 21.0 419,129 +15,684 5 —
☆FTSL funds › FIRST TR EXCHANGE-TRADED FD ADD — 1.0% -0.1% 21.0 469,326 +21,512 5 —
☆XOM funds › EXXON MOBIL CORP NEW — 1.0% +1.0% 20.9 153,038 +153,038 1 —
☆VUG funds › VANGUARD INDEX FDS ADD — 1.0% +0.1% 20.2 234,304 +195,774 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.9% -0.1% 19.9 78,287 -3,056 5 —
☆IVV funds › ISHARES TR ADD — 0.9% +0.1% 19.4 25,907 +1,330 5 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.9% -0.3% 18.7 247,086 -734 5 —
☆META funds › META PLATFORMS INC TRIM — 0.9% -0.1% 18.2 32,366 -919 5 —
☆PHYS funds › SPROTT PHYSICAL GOLD TR ADD — 0.8% -0.2% 17.6 583,054 +19,956 5 —
☆ORCL funds › ORACLE CORP ADD — 0.8% -0.1% 17.2 117,650 +3,274 5 —
☆TJX funds › TJX COS INC NEW ADD — 0.8% -0.1% 17.2 113,765 +1,026 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.8% +0.2% 16.7 142,072 +8,245 5 —
☆HD funds › HOME DEPOT INC ADD — 0.8% -0.0% 16.4 46,632 +1,009 5 —
☆SPY funds › SPDR S&P 500 ETF TR TRIM — 0.7% -0.0% 15.6 20,827 -606 5 —
☆PDI funds › PIMCO DYNAMIC INCOME FD ADD — 0.7% +0.2% 15.5 927,452 +307,630 5 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.7% +0.1% 15.4 38,880 +1,396 5 —
☆JFR funds › NUVEEN FLOATING RATE INCOME ADD — 0.7% +0.0% 15.3 1,999,420 +204,050 5 —
☆LIN funds › LINDE PLC ADD — 0.7% +0.1% 15.2 29,288 +6,660 5 —
☆MS funds › MORGAN STANLEY ADD — 0.7% +0.1% 14.8 70,839 +4,007 5 —
☆ABT funds › ABBOTT LABS TRIM — 0.7% -0.2% 14.8 162,929 -21 5 —
☆MO funds › ALTRIA GROUP INC ADD — 0.7% -0.0% 14.3 199,235 +2,916 5 —
☆MRK funds › MERCK & CO INC ADD — 0.7% -0.0% 13.9 108,426 +3,929 5 —
☆TXN funds › TEXAS INSTRS INC TRIM — 0.6% +0.2% 13.7 46,127 -603 5 —
☆URA funds › GLOBAL X FDS ADD — 0.6% -0.1% 13.1 300,907 +11,543 5 —
☆PFE funds › PFIZER INC ADD — 0.6% -0.2% 12.9 536,714 +19,963 5 —
☆GOOG funds › ALPHABET INC ADD — 0.6% +0.1% 12.8 36,205 +124 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.6% +0.0% 12.6 34,067 +877 5 —
☆CB funds › CHUBB LIMITED ADD — 0.6% +0.1% 12.6 36,922 +7,964 5 —
☆ARKB funds › ARK 21SHARES BITCOIN ETF ADD — 0.6% -0.1% 12.4 637,922 +31,976 5 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.6% -0.1% 11.9 135,898 +2,049 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.6% -0.0% 11.8 86,134 +3,271 5 —
☆MET funds › METLIFE INC ADD — 0.6% +0.1% 11.7 138,721 +6,018 5 —
☆RTX funds › RTX CORPORATION TRIM — 0.5% -0.3% 11.6 61,396 -17,544 5 —
☆CVX funds › CHEVRON CORP NEW ADD — 0.5% -0.2% 11.6 69,911 +2,011 5 —
☆BIT funds › BLACKROCK MULTI SECTOR INC T ADD — 0.5% -0.0% 11.5 915,131 +35,250 5 —
☆ETN funds › EATON CORP PLC ADD — 0.5% +0.0% 11.4 26,848 +557 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.5% -0.0% 11.4 52,156 -109 5 —
☆V funds › VISA INC ADD — 0.5% +0.1% 11.3 32,813 +2,630 5 —
☆DTE funds › DTE ENERGY CO ADD — 0.5% -0.0% 11.2 73,387 +3,195 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.5% -0.1% 11.2 263,873 +9,309 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.5% -0.1% 11.0 86,700 +2,722 5 —
☆CAT funds › CATERPILLAR INC TRIM — 0.5% +0.1% 11.0 10,286 -254 5 —
☆PSLV funds › SPROTT PHYSICAL SILVER TR ADD — 0.5% -0.2% 10.9 576,722 +31,687 5 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.5% -0.1% 10.8 337,210 +12,727 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 0.5% -0.1% 10.7 186,460 +10,803 5 —
☆OKE funds › ONEOK INC NEW ADD — 0.5% -0.1% 10.7 123,497 +4,759 5 —
☆SJM funds › SMUCKER J M CO ADD — 0.5% +0.0% 10.7 95,105 +5,094 4 —
☆TSLA funds › TESLA INC ADD — 0.5% +0.0% 10.5 24,918 +1,621 5 —
☆UNP funds › UNION PAC CORP ADD — 0.5% +0.0% 10.4 38,118 +524 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.5% +0.0% 10.3 30,423 +1,157 5 —
☆KHC funds › KRAFT HEINZ CO ADD — 0.5% -0.0% 10.0 424,635 +19,982 2 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.5% +0.2% 10.0 29,300 +2,976 5 —
☆KO funds › COCA COLA CO ADD — 0.5% -0.0% 9.9 121,939 +4,650 5 —
☆ZROZ funds › PIMCO ETF TR ADD — 0.5% -0.0% 9.9 154,331 +4,843 5 —
☆O funds › REALTY INCOME CORP ADD — 0.5% -0.0% 9.8 157,605 +9,532 5 —
☆MDY funds › SPDR S&P MIDCAP 400 ETF TR TRIM — 0.5% -0.1% 9.7 13,739 -2,334 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.5% +0.4% 9.7 13,361 +7,946 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.4% -0.2% 9.5 81,766 -1,708 5 —
☆IWF funds › ISHARES TR ADD — 0.4% +0.0% 9.5 76,434 +57,512 5 —
☆MCD funds › MCDONALDS CORP ADD — 0.4% -0.1% 9.2 34,120 +757 5 —
☆PLD funds › PROLOGIS INC. ADD — 0.4% -0.0% 9.2 67,669 +1,735 5 —
☆UGI funds › UGI CORP NEW ADD — 0.4% -0.1% 8.9 258,181 +7,409 5 —
☆BLK funds › BLACKROCK INC ADD — 0.4% -0.0% 8.6 8,974 +225 5 —
☆T funds › AT&T INC ADD — 0.4% -0.2% 8.5 412,259 +23,372 5 —
☆GIS funds › GENERAL MLS INC ADD — 0.4% -0.0% 8.3 239,788 +22,456 5 —
☆CLX funds › CLOROX CO DEL ADD — 0.4% -0.0% 8.3 86,760 +7,449 2 —
☆MLN funds › VANECK ETF TRUST ADD — 0.4% -0.0% 7.8 438,155 +14,471 5 —
☆DYNF funds › BLACKROCK ETF TRUST TRIM — 0.3% +0.0% 7.4 109,044 -780 5 —
☆JAVA funds › J P MORGAN EXCHANGE TRADED F ADD — 0.3% +0.0% 7.4 93,194 +9,436 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM — 0.3% +0.2% 7.4 7,663 -1,780 5 —
☆TT funds › TRANE TECHNOLOGIES PLC TRIM — 0.3% -0.0% 7.2 14,743 -1,333 5 —
☆WMT funds › WALMART INC TRIM — 0.3% -0.1% 6.8 59,688 -1,419 5 —
☆BIL funds › SPDR SER TR ADD — 0.3% +0.2% 6.7 73,603 +54,006 5 —
☆FBCG funds › FIDELITY COVINGTON TRUST TRIM — 0.3% -0.0% 6.5 104,977 -12,579 5 —
☆APH funds › AMPHENOL CORP ADD — 0.3% +0.1% 6.3 35,523 +1,723 2 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.3% -0.0% 6.1 11,872 +349 5 —
☆HYD funds › VANECK ETF TRUST ADD — 0.3% -0.0% 5.9 115,499 +307 5 —
☆INTC funds › INTEL CORP ADD — 0.3% +0.2% 5.9 42,526 +13 5 —
☆CUSIP:25434V625 funds › DIMENSIONAL ETF TRUST ADD — 0.3% +0.0% 5.8 71,289 +4,135 5 —
☆BINC funds › BLACKROCK ETF TRUST II ADD — 0.3% -0.0% 5.8 111,396 +4,369 5 —
☆AMLP funds › ALPS ETF TR ADD ETP 0.3% -0.0% 5.7 109,273 +156 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.3% +0.1% 5.5 7,524 +657 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN ADD — 0.2% -0.0% 5.2 23,358 +110 5 —
☆IBMP funds › ISHARES TR ADD — 0.2% -0.0% 5.2 204,049 +9,925 5 —
☆IBMO funds › ISHARES TR ADD — 0.2% -0.0% 5.2 201,206 +11,497 5 —
☆BRTR funds › BLACKROCK ETF TRUST II TRIM — 0.2% -0.0% 5.1 101,299 -4,580 3 —
☆MRSH funds › MARSH & MCLENNAN COS INC ADD — 0.2% -0.0% 5.1 30,398 +16 5 —
☆IWY funds › ISHARES TR TRIM — 0.2% +0.0% 4.9 16,869 -500 5 —
☆DFAX funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.0% 4.9 132,737 +4,431 5 —
☆ABFL funds › TRIMTABS ETF TR TRIM — 0.2% -0.0% 4.9 56,650 -11,653 5 —
☆GOVT funds › ISHARES TR TRIM — 0.2% -0.0% 4.8 210,310 -8,116 5 —
☆WMB funds › WILLIAMS COS INC ADD — 0.2% +0.2% 4.7 63,760 +60,206 5 —
☆BAI funds › BLACKROCK ETF TRUST TRIM — 0.2% -0.0% 4.7 89,188 -56,626 3 —
☆COWZ funds › PACER FDS TR ADD — 0.2% +0.1% 4.7 75,435 +37,504 5 —
☆PWRD funds › TCW ETF TRUST TRIM — 0.2% -0.0% 4.6 37,663 -13,312 5 —
☆EMOP funds › AB ACTIVE ETFS INC ADD ETP 0.2% +0.1% 4.6 88,252 +17,018 2 —
☆IBMQ funds › ISHARES TR ADD — 0.2% -0.0% 4.6 179,513 +16,500 5 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.2% +0.1% 4.6 26,950 +1,350 5 —
☆GLD funds › SPDR GOLD TR ADD — 0.2% -0.1% 4.5 12,312 +170 5 —
☆IBMR funds › ISHARES TR ADD — 0.2% -0.0% 4.5 175,874 +15,046 3 —
☆FMHI funds › FIRST TR EXCH TRADED FD III HOLD — 0.2% -0.0% 4.5 92,000 +0 5 —
☆DFLV funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.0% 4.4 111,907 +4,418 5 —
☆PH funds › PARKER-HANNIFIN CORP TRIM — 0.2% -0.0% 4.4 4,473 -644 5 —
☆IWB funds › ISHARES TR ADD — 0.2% +0.2% 4.2 10,355 +9,754 5 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.2% +0.1% 4.2 9,731 +855 5 —
☆TRV funds › TRAVELERS COMPANIES INC TRIM — 0.2% -0.0% 4.1 12,423 -801 3 —
☆CGXU funds › CAPITAL GROUP INTL FOCUS EQT ADD — 0.2% +0.0% 4.0 115,864 +3,270 5 —
☆HIG funds › HARTFORD INSURANCE GROUP INC TRIM — 0.2% -0.0% 4.0 29,837 -1,477 5 —
☆GLW funds › CORNING INC ADD — 0.2% +0.1% 3.9 15,327 +371 5 —
☆EFV funds › ISHARES TR ADD — 0.2% +0.1% 3.9 50,970 +17,186 5 —
☆SPGI funds › S&P GLOBAL INC ADD — 0.2% -0.0% 3.9 9,567 +473 5 —
☆CPRX funds › CATALYST PHARMACEUTICALS INC HOLD — 0.2% +0.0% 3.7 118,444 +0 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.2% -0.0% 3.7 13,234 -567 5 —
☆PWRL funds › POWERLAW CORP NEW — 0.2% +0.2% 3.7 254,937 +254,937 1 —
☆EVV funds › EATON VANCE LTD DURATION INC TRIM — 0.2% -0.0% 3.7 391,237 -10,000 5 —
☆IXUS funds › ISHARES TR ADD — 0.2% +0.0% 3.7 38,245 +804 5 —
☆WDC funds › WESTERN DIGITAL CORP TRIM — 0.2% +0.1% 3.6 5,672 -130 2 —
☆NFLX funds › NETFLIX INC ADD — 0.2% -0.1% 3.6 50,394 +3,468 5 —
☆BX funds › BLACKSTONE INC ADD — 0.2% -0.0% 3.6 30,296 +360 5 —
☆IEI funds › ISHARES TR ADD — 0.2% -0.0% 3.5 30,169 +3,217 5 —
☆IRM funds › IRON MTN INC DEL TRIM — 0.2% +0.0% 3.5 28,031 -1,920 5 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.2% -0.1% 3.4 6,691 -168 5 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.2% -0.1% 3.4 10,808 -1,556 5 —
☆PG funds › PROCTER AND GAMBLE CO ADD — 0.2% -0.0% 3.4 22,983 +209 5 —
☆COST funds › COSTCO WHSL CORP NEW TRIM — 0.2% -0.0% 3.3 3,571 -75 5 —
☆PNC funds › PNC FINL SVCS GROUP INC ADD — 0.2% +0.1% 3.3 13,547 +11,856 5 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.2% -0.1% 3.3 8,342 -1,490 5 —
☆IEFA funds › ISHARES TR ADD — 0.2% +0.0% 3.3 34,124 +3,956 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.2% +0.1% 3.2 2,790 -2,508 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.1% +0.1% 3.2 4,630 +1,948 5 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 0.1% -0.0% 3.2 3,141 -297 5 —
☆QGRO funds › AMERICAN CENTY ETF TR TRIM — 0.1% -0.0% 3.2 26,849 -264 5 —
☆USMV funds › ISHARES TR TRIM — 0.1% -0.0% 3.2 32,856 -451 5 —
☆XP funds › XP INC NEW — 0.1% +0.1% 3.1 192,580 +192,580 1 —
☆TDG funds › TRANSDIGM GROUP INC ADD — 0.1% +0.0% 3.1 2,344 +40 5 —
☆GDX funds › VANECK ETF TRUST ADD — 0.1% -0.0% 3.1 41,370 +595 5 —
☆SPSM funds › SPDR SER TR TRIM — 0.1% -0.0% 3.1 53,817 -7,200 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.1% -0.0% 3.0 4 +0 5 —
☆DRSK funds › ETF SER SOLUTIONS ADD — 0.1% +0.0% 3.0 103,939 +10,619 3 —
☆ACIO funds › ETF SER SOLUTIONS ADD — 0.1% +0.0% 3.0 64,444 +4,737 3 —
☆RQI funds › COHEN & STEERS QUALITY INCOM TRIM — 0.1% -0.1% 3.0 241,179 -61,181 5 —
☆IWD funds › ISHARES TR ADD — 0.1% +0.0% 3.0 12,231 +1,169 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC ADD — 0.1% -0.0% 2.9 31,728 +1,489 5 —
☆PGR funds › PROGRESSIVE CORP TRIM — 0.1% -0.0% 2.9 13,202 -2 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.1% -0.0% 2.7 38,535 -253 5 —
☆TTE funds › TOTALENERGIES SE ADD — 0.1% -0.0% 2.7 35,034 +352 2 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 2.7 45,344 -390 5 —
☆ITOT funds › ISHARES TR ADD — 0.1% +0.0% 2.7 16,225 +117 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.1% +0.0% 2.6 52,226 +11,389 2 —
☆RSG funds › REPUBLIC SVCS INC ADD — 0.1% -0.0% 2.6 12,261 +220 5 —
☆BSX funds › BOSTON SCIENTIFIC CORP ADD — 0.1% -0.1% 2.6 59,790 +1,398 5 —
☆AGG funds › ISHARES TR ADD — 0.1% -0.0% 2.5 25,600 +381 5 —
☆TLH funds › ISHARES TR TRIM — 0.1% -0.0% 2.5 25,040 -1,555 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.1% +0.0% 2.5 28,984 +3,179 5 —
☆ASML funds › ASML HOLDING N V ADD — 0.1% +0.0% 2.4 1,227 +160 5 —
☆QTEC funds › FIRST TR NASDAQ 100 TECH IND ADD — 0.1% +0.1% 2.4 7,099 +5,382 5 —
☆UPS funds › UNITED PARCEL SERVICE INC TRIM — 0.1% -0.0% 2.4 21,924 -162 5 —
☆INTU funds › INTUIT TRIM — 0.1% -0.1% 2.3 8,974 -55 5 —
☆SOXX funds › ISHARES TR ADD — 0.1% +0.0% 2.3 3,591 +37 5 —
☆FDVV funds › FIDELITY COVINGTON TRUST ADD — 0.1% +0.0% 2.3 38,004 +8,349 5 —
☆FTXL funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.1% +0.0% 2.3 8,000 -3,575 2 —
☆SSB funds › SOUTHSTATE BK CORP ADD — 0.1% -0.0% 2.2 22,099 +37 4 —
☆INMU funds › BLACKROCK ETF TRUST II ADD — 0.1% -0.0% 2.2 90,967 +3,018 3 —
☆SMLF funds › ISHARES TR ADD — 0.1% +0.0% 2.2 24,693 +1,427 5 —
☆IEMG funds › ISHARES INC ADD — 0.1% +0.0% 2.2 26,276 +184 5 —
☆CGCP funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% -0.0% 2.1 96,353 +5,215 5 —
☆FBT funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 2.1 8,458 +961 2 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 2.1 10,768 +427 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.1% 2.0 16,197 +9,828 2 —
☆AVK funds › ADVENT CONV & INCOME FD HOLD — 0.1% +0.0% 2.0 153,126 +0 5 —
☆JIRE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 2.0 23,778 +1,270 5 —
☆IUSB funds › ISHARES TR ADD — 0.1% +0.0% 2.0 42,411 +11,527 2 —
☆FXO funds › FIRST TR EXCHANGE TRADED FD ADD — 0.1% +0.0% 1.9 31,199 +4,539 5 —
☆CASY funds › CASEYS GEN STORES INC TRIM — 0.1% -0.0% 1.9 2,446 -296 5 —
☆BAC funds › BANK AMERICA CORP ADD — 0.1% +0.0% 1.9 34,103 +365 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.1% +0.1% 1.9 6,410 +2,819 5 —
☆FXU funds › FIRST TR EXCHANGE TRADED FD ADD — 0.1% -0.0% 1.9 38,597 +3,664 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.1% +0.1% 1.9 3,266 -337 5 —
☆PAVE funds › GLOBAL X FDS ADD — 0.1% +0.0% 1.9 31,435 +3,663 5 —
☆PFFD funds › GLOBAL X FDS ADD — 0.1% -0.0% 1.8 98,738 +560 5 —
☆PEP funds › PEPSICO INC TRIM — 0.1% -0.0% 1.8 13,528 -393 5 —
☆BP funds › BP PLC ADD — 0.1% -0.0% 1.8 49,446 +493 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 1.8 22,653 +16,975 5 —
☆SHW funds › SHERWIN WILLIAMS CO TRIM — 0.1% -0.1% 1.8 5,298 -4,451 5 —
☆EEM funds › ISHARES TR ADD — 0.1% +0.0% 1.8 25,994 +704 5 —
☆HELO funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 1.8 26,153 +1,245 5 —
☆TD funds › TORONTO DOMINION BK ONT TRIM — 0.1% +0.0% 1.8 14,480 -304 5 —
☆IEF funds › ISHARES TR NEW — 0.1% +0.1% 1.8 18,572 +18,572 1 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN ADD — 0.1% -0.0% 1.7 14,143 +1,346 5 —
☆SMH funds › VANECK ETF TRUST ADD — 0.1% +0.0% 1.7 2,647 +130 5 —
☆GE funds › GE AEROSPACE TRIM — 0.1% +0.0% 1.7 4,559 -83 5 —
☆DFGR funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 1.7 58,182 +2,693 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.1% -0.0% 1.7 3,351 -126 5 —
☆ROST funds › ROSS STORES INC ADD — 0.1% -0.0% 1.7 7,809 +301 3 —
☆FANG funds › DIAMONDBACK ENERGY INC ADD — 0.1% +0.1% 1.7 9,438 +7,444 5 —
☆IYW funds › ISHARES TR TRIM — 0.1% -0.0% 1.7 6,565 -1,833 5 —
☆BOND funds › PIMCO ETF TR ADD — 0.1% +0.0% 1.7 17,952 +2,944 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.1% -0.0% 1.6 22,450 +119 5 —
☆GBTC funds › GRAYSCALE BITCOIN TR BTC TRIM — 0.1% -0.0% 1.6 35,130 -269 5 —
☆FYX funds › FIRST TR SML CP CORE ALPHA F TRIM — 0.1% +0.0% 1.6 10,966 -67 5 —
☆DELL funds › DELL TECHNOLOGIES INC TRIM — 0.1% +0.0% 1.5 3,589 -8 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.1% +0.1% 1.5 8,904 +8,904 1 —
☆VBK funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 1.5 4,127 +25 5 —
☆ITA funds › ISHARES TR ADD — 0.1% +0.0% 1.5 6,006 +249 4 —
☆XAR funds › SPDR SER TR ADD — 0.1% +0.0% 1.4 5,098 +9 5 —
☆MUB funds › ISHARES TR ADD — 0.1% +0.0% 1.4 13,338 +3,005 5 —
☆ROK funds › ROCKWELL AUTOMATION INC TRIM — 0.1% +0.0% 1.4 2,836 -23 5 —
☆BXSL funds › BLACKSTONE SECD LENDING FD TRIM — 0.1% -0.0% 1.4 58,103 -1,865 5 —
☆HYG funds › ISHARES TR ADD — 0.1% +0.0% 1.4 17,068 +7,207 5 —
☆EFA funds › ISHARES TR TRIM — 0.1% -0.0% 1.4 13,117 -23 5 —
☆ABLD funds › ABACUS FCF ETF TR ADD — 0.1% -0.0% 1.3 43,961 +3,461 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.1% +0.0% 1.3 3,159 +235 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 1.3 23,242 -3,704 5 —
☆AZN funds › ASTRAZENECA PLC NEW — 0.1% +0.1% 1.3 6,841 +6,841 1 —
☆OEF funds › ISHARES TR ADD — 0.1% +0.0% 1.3 3,530 +70 5 —
☆RJF funds › RAYMOND JAMES FINL INC ADD — 0.1% -0.0% 1.3 8,421 +32 5 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 1.3 14,441 +11,542 5 —
☆WTV funds › WISDOMTREE TR NEW — 0.1% +0.1% 1.2 12,118 +12,118 1 —
☆MBB funds › ISHARES TR ADD — 0.1% -0.0% 1.2 12,803 +206 5 —
☆HGER funds › HARBOR ETF TRUST ADD — 0.1% -0.0% 1.2 40,777 +1,386 3 —
☆CGIC funds › CAPITAL GROUP INTERNATIONAL NEW — 0.1% +0.1% 1.2 32,692 +32,692 1 —
☆WFC funds › WELLS FARGO CO NEW ADD — 0.1% -0.0% 1.2 14,362 +183 5 —
☆CZFS funds › CITIZENS FINL SVCS INC ADD — 0.1% +0.0% 1.2 16,381 +88 3 —
☆NSC funds › NORFOLK SOUTHN CORP TRIM — 0.1% -0.0% 1.2 3,693 -26 5 —
☆UTF funds › COHEN & STEERS INFRASTRUCTUR HOLD — 0.1% -0.0% 1.2 41,854 +0 5 —
☆PIZ funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% -0.0% 1.2 20,629 -283 5 —
☆IJR funds › ISHARES TR ADD — 0.1% +0.0% 1.1 7,721 +2,436 5 —
☆SHEL funds › SHELL PLC ADD — 0.1% -0.0% 1.1 14,681 +7 5 —
☆CL funds › COLGATE PALMOLIVE CO ADD — 0.1% -0.0% 1.1 12,319 +94 5 —
☆FDIG funds › FIDELITY COVINGTON TRUST HOLD — 0.1% +0.0% 1.1 26,300 +0 5 —
☆QUAL funds › ISHARES TR ADD — 0.1% +0.0% 1.1 5,099 +618 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.1% +0.0% 1.1 946 +38 5 —
☆JBL funds › JABIL INC TRIM — 0.1% +0.0% 1.1 2,875 -787 3 —
☆DGRO funds › ISHARES TR ADD — 0.1% -0.0% 1.1 14,608 +10 5 —
☆BRO funds › BROWN & BROWN INC HOLD — 0.1% -0.0% 1.1 16,844 +0 5 —
☆TLT funds › ISHARES TR ADD — 0.1% +0.0% 1.1 12,493 +7,494 5 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.1% -0.0% 1.1 5,937 -205 5 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 1.1 11,945 +6,569 2 —
☆LOW funds › LOWES COS INC ADD — 0.0% -0.0% 1.1 4,794 +10 5 —
☆IBMS funds › ISHARES TR ADD — 0.0% +0.0% 1.0 39,733 +15,074 2 —
☆FTLS funds › FIRST TR EXCH TRADED FD III ADD — 0.0% -0.0% 1.0 13,758 +456 5 —
☆CGSD funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.0% -0.0% 1.0 39,418 +1,700 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.0% +0.0% 1.0 1,317 -220 5 —
☆IYK funds › ISHARES TR TRIM — 0.0% -0.0% 1.0 13,728 -2,676 2 —
☆FIX funds › COMFORT SYS USA INC ADD — 0.0% +0.0% 1.0 497 +8 4 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L TRIM — 0.0% -0.0% 1.0 26,744 -3,043 5 —
☆MGV funds › VANGUARD WORLD FD TRIM — 0.0% +0.0% 1.0 5,902 -26 5 —
☆FDT funds › FIRST TR EXCH TRD ALPHDX FD HOLD — 0.0% -0.0% 1.0 10,153 +0 5 —
☆IYG funds › ISHARES TR TRIM — 0.0% -0.0% 0.9 10,499 -5,626 3 —
☆DLR funds › DIGITAL RLTY TR INC TRIM — 0.0% -0.0% 0.9 5,247 -98 5 —
☆MDYG funds › SPDR SER TR TRIM — 0.0% +0.0% 0.9 8,198 -192 5 —
☆FMDE funds › FIDELITY COVINGTON TRUST TRIM — 0.0% +0.0% 0.9 22,635 -6 3 —
☆MTUM funds › ISHARES TR ADD — 0.0% +0.0% 0.9 2,651 +95 5 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% +0.0% 0.9 14,751 -46 5 —
☆ITW funds › ILLINOIS TOOL WKS INC ADD — 0.0% -0.0% 0.9 3,299 +17 5 —
☆AIQ funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.9 13,357 +7,429 2 —
☆C funds › CITIGROUP INC TRIM — 0.0% +0.0% 0.9 6,144 -27 5 —
☆IJS funds › ISHARES TR HOLD — 0.0% +0.0% 0.9 6,246 +0 5 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.8 16,609 -134 3 —
☆HQH funds › ABRDN HEALTHCARE INVESTORS HOLD — 0.0% +0.0% 0.8 38,308 +0 5 —
☆IWM funds › ISHARES TR ADD — 0.0% +0.0% 0.8 2,794 +331 5 —
☆PJAN funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.8 16,947 +0 2 —
☆CUSIP:45782C383 funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.8 17,523 +0 2 —
☆PCN funds › PIMCO CORPORATE & INCM STRG HOLD — 0.0% -0.0% 0.8 70,000 +0 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST TRIM — 0.0% -0.0% 0.8 21,533 -5 5 —
☆IBMT funds › ISHARES TR ADD — 0.0% +0.0% 0.8 32,081 +18,073 2 —
☆TLTD funds › FLEXSHARES TR TRIM — 0.0% -0.0% 0.8 8,328 -6 5 —
☆PVAL funds › PUTNAM ETF TRUST TRIM — 0.0% -0.0% 0.8 15,967 -4 5 —
☆VLUE funds › ISHARES TR ADD — 0.0% +0.0% 0.8 4,047 +131 2 —
☆SO funds › SOUTHERN CO ADD — 0.0% -0.0% 0.8 8,254 +200 5 —
☆TFC funds › TRUIST FINL CORP TRIM — 0.0% -0.0% 0.8 15,851 -1,029 5 —
☆SLDE funds › SLIDE INS HLDGS INC HOLD — 0.0% -0.0% 0.8 39,677 +0 3 —
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.8 22,028 +730 5 —
☆FIXD funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.8 17,545 +0 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.8 3,415 +3,415 1 —
☆HOOD funds › ROBINHOOD MKTS INC ADD — 0.0% +0.0% 0.8 7,564 +994 5 —
☆BNY funds › BANK NEW YORK MELLON CORP ADD — 0.0% +0.0% 0.7 5,164 +1,041 5 —
☆AMP funds › AMERIPRISE FINL INC TRIM — 0.0% -0.0% 0.7 1,618 -17 5 —
☆JSMD funds › JANUS DETROIT STR TR ADD — 0.0% +0.0% 0.7 7,307 +3,181 2 —
☆CMI funds › CUMMINS INC TRIM — 0.0% +0.0% 0.7 1,035 -8 5 —
☆FITB funds › FIFTH THIRD BANCORP TRIM — 0.0% +0.0% 0.7 13,023 -21 2 —
☆DIS funds › DISNEY WALT CO ADD — 0.0% -0.0% 0.7 7,520 +602 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.7 13,618 +1,882 5 —
☆MMM funds › 3M CO TRIM — 0.0% -0.0% 0.7 4,377 -1,997 5 —
☆VONV funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 0.7 6,635 +173 5 —
☆MAR funds › MARRIOTT INTL INC NEW ADD — 0.0% +0.0% 0.7 1,901 +22 5 —
☆NVS funds › NOVARTIS AG TRIM — 0.0% -0.0% 0.7 4,490 -156 5 —
☆RDVY funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.7 8,525 +1,157 5 —
☆MCK funds › MCKESSON CORP TRIM — 0.0% -0.0% 0.7 907 -17 5 —
☆NMAR funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.7 21,212 +0 2 —
☆CVS funds › CVS HEALTH CORP ADD — 0.0% +0.0% 0.7 6,584 +425 2 —
☆IWR funds › ISHARES TR ADD — 0.0% +0.0% 0.7 6,144 +89 5 —
☆PFEB funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.7 15,532 +0 2 —
☆QCOM funds › QUALCOMM INC TRIM — 0.0% +0.0% 0.7 3,615 -142 5 —
☆SBUX funds › STARBUCKS CORP ADD — 0.0% +0.0% 0.7 6,462 +69 5 —
☆PDP funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.7 4,302 +0 5 —
☆JAAA funds › JANUS DETROIT STR TR ADD — 0.0% +0.0% 0.6 12,870 +3,947 5 —
☆EMR funds › EMERSON ELEC CO ADD — 0.0% +0.0% 0.6 4,535 +1,366 5 —
☆VRT funds › VERTIV HOLDINGS CO TRIM — 0.0% +0.0% 0.6 1,907 -207 5 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.6 2,855 +2,855 1 —
☆AMGN funds › AMGEN INC TRIM — 0.0% -0.0% 0.6 1,742 -18 5 —
☆CSX funds › CSX CORP ADD — 0.0% +0.0% 0.6 12,950 +63 5 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.0% -0.0% 0.6 1,204 +68 5 —
☆BTC funds › GRAYSCALE BITCOIN MINI TR ET TRIM — 0.0% -0.0% 0.6 23,592 -1,848 5 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.0% -0.0% 0.6 2,696 -63 5 —
☆FV funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% +0.0% 0.6 7,875 -93 5 —
☆BIBL funds › NORTHERN LTS FD TR IV ADD — 0.0% +0.0% 0.6 10,273 +613 5 —
☆ARKK funds › ARK ETF TR ADD — 0.0% +0.0% 0.6 7,349 +60 5 —
☆IBD funds › NORTHERN LTS FD TR IV ADD — 0.0% -0.0% 0.6 24,931 +476 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.0% -0.0% 0.6 2,469 -126 5 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 0.6 9,487 +2,445 5 —
☆IUSV funds › ISHARES TR ADD — 0.0% -0.0% 0.6 5,234 +6 5 —
☆MDT funds › MEDTRONIC PLC TRIM — 0.0% -0.0% 0.6 7,341 -470 5 —
☆FXL funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.0% +0.0% 0.6 2,642 +0 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC ADD — 0.0% +0.0% 0.6 1,529 +15 5 —
☆FGD funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% -0.0% 0.6 17,883 +1,547 2 —
☆TETH funds › 21SHARES ETHEREUM ETF TRIM — 0.0% -0.0% 0.6 72,668 -2,709 4 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.0% +0.0% 0.6 3,584 +659 5 —
☆DHR funds › DANAHER CORPORATION TRIM — 0.0% -0.0% 0.6 2,973 -31 5 —
☆REET funds › ISHARES TR TRIM — 0.0% -0.0% 0.6 20,470 -5 3 —
☆MCO funds › MOODYS CORP TRIM — 0.0% -0.0% 0.6 1,227 -71 5 —
☆ACYN funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.6 26,507 +26,507 1 —
☆NTRS funds › NORTHERN TR CORP HOLD — 0.0% +0.0% 0.5 3,142 +0 5 —
☆AFL funds › AFLAC INC ADD Common Stock 0.0% -0.0% 0.5 4,631 +47 5 —
☆CUSIP:920253101 funds › VALMONT INDS INC ADD — 0.0% +0.0% 0.5 938 +16 5 —
☆CGCV funds › CAPITAL GROUP CONSERVATIVE E TRIM — 0.0% -0.0% 0.5 16,454 -4 3 —
☆FICO funds › FAIR ISAAC CORP TRIM — 0.0% -0.0% 0.5 451 -4 5 —
☆PSX funds › PHILLIPS 66 TRIM — 0.0% -0.0% 0.5 3,152 -58 5 —
☆COP funds › CONOCOPHILLIPS ADD — 0.0% -0.0% 0.5 5,095 +34 5 —
☆MPC funds › MARATHON PETE CORP HOLD — 0.0% -0.0% 0.5 2,068 +0 5 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 0.5 5,571 -124 5 —
☆PFF funds › ISHARES TR ADD — 0.0% -0.0% 0.5 16,825 +130 5 —
☆FLJP funds › FRANKLIN TEMPLETON ETF TR NEW — 0.0% +0.0% 0.5 12,642 +12,642 1 —
☆KMB funds › KIMBERLY-CLARK CORP COM ADD — 0.0% +0.0% 0.5 4,524 +361 5 —
☆ALL funds › ALLSTATE CORP TRIM — 0.0% -0.0% 0.5 2,084 -85 5 —
☆QQQX funds › NUVEEN NASDAQ 100 DYNAMIC OV HOLD — 0.0% +0.0% 0.5 16,408 +0 5 —
☆ET funds › ENERGY TRANSFER L P TRIM — 0.0% -0.0% 0.5 25,654 -109 5 —
☆IGSB funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 9,324 -1,137 5 —
☆RDVI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.5 16,553 +4,875 4 —
☆SIVR funds › ABRDN SILVER ETF TRUST TRIM — 0.0% -0.0% 0.5 8,634 -1,007 5 —
☆CME funds › CME GROUP INC TRIM — 0.0% -0.0% 0.5 2,195 -71 5 —
☆EGP funds › EASTGROUP PPTYS INC ADD — 0.0% +0.0% 0.5 2,352 +155 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST TRIM — 0.0% +0.0% 0.5 5,744 -17 5 —
☆JCI funds › JOHNSON CTLS INTL PLC ADD — 0.0% +0.0% 0.5 3,204 +604 3 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.5 2,188 +0 5 —
☆VLO funds › VALERO ENERGY CORP ADD — 0.0% -0.0% 0.5 1,734 +87 5 —
☆IVW funds › ISHARES TR NEW — 0.0% +0.0% 0.5 3,279 +3,279 1 —
☆DEA funds › EASTERLY GOVT PPTYS INC ADD — 0.0% +0.0% 0.4 18,008 +156 5 —
☆CRM funds › SALESFORCE INC ADD — 0.0% -0.0% 0.4 2,826 +184 5 —
☆NTLA funds › INTELLIA THERAPEUTICS INC ADD — 0.0% +0.0% 0.4 25,430 +2,372 5 —
☆FTHI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.4 17,821 +2,672 5 —
☆REZI funds › RESIDEO TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.4 13,651 +0 4 —
☆SPEM funds › SPDR INDEX SHS FDS HOLD — 0.0% -0.0% 0.4 8,195 +0 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.4 3,320 +3,320 1 —
☆REGN funds › REGENERON PHARMACEUTICALS HOLD — 0.0% -0.0% 0.4 676 +0 5 —
☆VFH funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.4 3,190 +1 4 —
☆FPE funds › FIRST TR EXCH TRADED FD III ADD — 0.0% -0.0% 0.4 23,428 +117 3 —
☆CRWV funds › COREWEAVE INC ADD — 0.0% +0.0% 0.4 4,202 +104 2 —
☆ACN funds › ACCENTURE PLC IRELAND TRIM — 0.0% -0.0% 0.4 3,349 -910 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.0% -0.0% 0.4 828 -55 5 —
☆FDEM funds › FIDELITY COVINGTON TRUST TRIM — 0.0% +0.0% 0.4 11,414 -3 3 —
☆CEG funds › CONSTELLATION ENERGY CORP TRIM — 0.0% -0.0% 0.4 1,644 -546 5 —
☆REGL funds › PROSHARES TR TRIM — 0.0% -0.0% 0.4 4,455 -22 5 —
☆EIS funds › ISHARES INC TRIM — 0.0% -0.0% 0.4 3,358 -41 5 —
☆ATEC funds › ALPHATEC HLDGS INC HOLD — 0.0% -0.0% 0.4 46,841 +0 5 —
☆EFG funds › ISHARES TR ADD — 0.0% +0.0% 0.4 3,238 +780 5 —
☆FVAL funds › FIDELITY COVINGTON TRUST HOLD — 0.0% +0.0% 0.4 5,141 +0 5 —
☆SCCO funds › SOUTHERN COPPER CORP ADD — 0.0% -0.0% 0.4 2,267 +24 5 —
☆CARR funds › CARRIER GLOBAL CORPORATION NEW — 0.0% +0.0% 0.4 5,384 +5,384 1 —
☆PAYX funds › PAYCHEX INC ADD — 0.0% -0.0% 0.4 4,011 +1 5 —
☆PMO funds › PUTNAM MUN OPPORTUNITIES TR ADD — 0.0% +0.0% 0.4 37,350 +8,828 5 —
☆ETHE funds › GRAYSCALE ETHEREUM TRUST ETF TRIM — 0.0% -0.0% 0.4 30,600 -150 5 —
☆HUM funds › HUMANA INC NEW — 0.0% +0.0% 0.4 982 +982 1 —
☆EFX funds › EQUIFAX INC TRIM — 0.0% -0.0% 0.4 2,445 -5 5 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.0% -0.0% 0.4 1,082 -13 5 —
☆APD funds › AIR PRODS & CHEMS INC TRIM — 0.0% -0.0% 0.4 1,302 -5 5 —
☆CRSP funds › CRISPR THERAPEUTICS AG ADD — 0.0% +0.0% 0.4 6,978 +1,255 4 —
☆IVLU funds › ISHARES TR ADD — 0.0% +0.0% 0.4 9,064 +2,289 5 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC ADD — 0.0% -0.0% 0.4 1,304 +16 5 —
☆SRE funds › SEMPRA TRIM — 0.0% -0.0% 0.4 4,022 -59 5 —
☆EWO funds › ISHARES INC TRIM — 0.0% +0.0% 0.4 8,758 -115 4 —
☆VONE funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% +0.0% 0.4 1,087 +0 5 —
☆SYSB funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 4,133 -1,654 2 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.4 5,026 -50 4 —
☆OMC funds › OMNICOM GROUP INC ADD — 0.0% -0.0% 0.4 4,976 +117 5 —
☆IWX funds › ISHARES TR HOLD — 0.0% +0.0% 0.4 3,411 +0 5 —
☆DAL funds › DELTA AIR LINES INC DEL TRIM — 0.0% -0.0% 0.4 3,829 -1,814 5 —
☆EMXC funds › ISHARES INC ADD — 0.0% +0.0% 0.4 3,496 +159 3 —
☆BLOK funds › AMPLIFY ETF TR ADD — 0.0% +0.0% 0.4 5,698 +164 5 —
☆EWI funds › ISHARES INC TRIM — 0.0% -0.0% 0.4 5,971 -74 5 —
☆SHOP funds › SHOPIFY INC ADD — 0.0% +0.0% 0.4 3,096 +913 4 —
☆CINF funds › CINCINNATI FINL CORP TRIM — 0.0% +0.0% 0.4 1,896 -57 5 —
☆EWP funds › ISHARES INC TRIM — 0.0% -0.0% 0.3 5,887 -81 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.3 2,917 +2,556 5 —
☆TEM funds › TEMPUS AI INC NEW — 0.0% +0.0% 0.3 6,012 +6,012 1 —
☆TGT funds › TARGET CORP ADD — 0.0% -0.0% 0.3 2,659 +58 5 —
☆EYPT funds › EYEPOINT PHARMACEUTICALS INC ADD — 0.0% +0.0% 0.3 24,190 +750 5 —
☆KMAR funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.3 10,750 +0 2 —
☆NOBL funds › PROSHARES TR ADD — 0.0% -0.0% 0.3 6,066 +3,002 5 —
☆CF funds › CF INDS HLDGS INC TRIM — 0.0% -0.0% 0.3 3,139 -5 5 —
☆GSLC funds › GOLDMAN SACHS ETF TR TRIM — 0.0% +0.0% 0.3 2,391 -1 5 —
☆GLRY funds › NORTHERN LTS FD TR IV ADD — 0.0% +0.0% 0.3 7,761 +153 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.3 6,141 +19 5 —
☆HSIC funds › HENRY SCHEIN INC TRIM — 0.0% +0.0% 0.3 4,024 -19 5 —
☆WELL funds › WELLTOWER INC ADD — 0.0% +0.0% 0.3 1,477 +94 4 —
☆FTNT funds › FORTINET INC NEW — 0.0% +0.0% 0.3 2,176 +2,176 1 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF NEW — 0.0% +0.0% 0.3 7,002 +7,002 1 —
☆IDEV funds › ISHARES TR NEW — 0.0% +0.0% 0.3 3,646 +3,646 1 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.3 6,038 +1,362 5 —
☆FQAL funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 0.3 3,978 -784 5 —
☆IJH funds › ISHARES TR ADD — 0.0% +0.0% 0.3 4,129 +870 4 —
☆NXPI funds › NXP SEMICONDUCTORS N V ADD — 0.0% +0.0% 0.3 1,122 +6 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.3 3,811 +3,811 1 —
☆ADBE funds › ADOBE INC TRIM — 0.0% -0.0% 0.3 1,516 -44 5 —
☆VPU funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.3 1,572 +54 3 —
☆IDXX funds › IDEXX LABS INC TRIM — 0.0% -0.0% 0.3 576 -5 5 —
☆EWH funds › ISHARES INC TRIM — 0.0% -0.0% 0.3 14,447 -198 5 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 0.3 5,873 +1,644 3 —
☆STIP funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 2,906 +0 5 —
☆APP funds › APPLOVIN CORP ADD — 0.0% +0.0% 0.3 573 +7 5 —
☆FVD funds › FIRST TR VALUE LINE DIVID IN ADD — 0.0% -0.0% 0.3 6,095 +36 5 —
☆IWS funds › ISHARES TR ADD — 0.0% +0.0% 0.3 1,778 +373 3 —
☆SYY funds › SYSCO CORP TRIM — 0.0% +0.0% 0.3 3,466 -32 5 —
☆TMUS funds › T-MOBILE US INC TRIM — 0.0% -0.0% 0.3 1,726 -652 5 —
☆RL funds › RALPH LAUREN CORP ADD — 0.0% +0.0% 0.3 719 +18 2 —
☆NOW funds › SERVICENOW INC ADD — 0.0% +0.0% 0.3 2,864 +450 4 —
☆IDE funds › VOYA INFRASTRUCTURE INDLS & HOLD — 0.0% -0.0% 0.3 20,323 +0 5 —
☆FDL funds › FIRST TR MORNINGSTAR DIVID L TRIM — 0.0% -0.0% 0.3 5,736 -7 5 —
☆SIL funds › GLOBAL X FDS ADD — 0.0% -0.0% 0.3 3,565 +225 5 —
☆MUNI funds › PIMCO ETF TR ADD — 0.0% -0.0% 0.3 5,250 +27 5 —
☆JULB funds › ETF SER SOLUTIONS HOLD — 0.0% -0.0% 0.3 10,000 +0 2 —
☆KLAC funds › KLA CORP NEW — 0.0% +0.0% 0.3 909 +909 1 —
☆OCTB funds › ETF SER SOLUTIONS HOLD — 0.0% -0.0% 0.3 10,000 +0 2 —
☆ABUF funds › ETF SER SOLUTIONS NEW — 0.0% +0.0% 0.3 10,000 +10,000 1 —
☆TIP funds › ISHARES TR ADD — 0.0% -0.0% 0.3 2,464 +116 5 —
☆BBH funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.3 1,300 +0 4 —
☆RNEM funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% -0.0% 0.3 4,788 +0 5 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% -0.0% 0.3 3,487 +38 5 —
☆MDLZ funds › MONDELEZ INTL INC TRIM — 0.0% -0.0% 0.3 4,511 -137 5 —
☆OSCV funds › ETF SER SOLUTIONS NEW — 0.0% +0.0% 0.3 6,100 +6,100 1 —
☆QQEW funds › FIRST TR NAS100 EQ WEIGHTED HOLD — 0.0% +0.0% 0.3 1,586 +0 5 —
☆IGPT funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.3 2,413 +2,413 1 —
☆CW funds › CURTISS WRIGHT CORP TRIM — 0.0% -0.0% 0.3 331 -43 4 —
☆ADM funds › ARCHER DANIELS MIDLAND CO HOLD — 0.0% -0.0% 0.3 225,333 +0 5 —
☆EWX funds › SPDR INDEX SHS FDS HOLD — 0.0% +0.0% 0.3 3,365 +0 5 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.2 5,454 +469 4 —
☆XEL funds › XCEL ENERGY INC TRIM — 0.0% -0.0% 0.2 3,077 -133 5 —
☆MSTR funds › MICROSTRATEGY INC TRIM — 0.0% -0.0% 0.2 2,823 -186 5 —
☆CCL funds › CARNIVAL CORP LTD NEW — 0.0% +0.0% 0.2 8,552 +8,552 1 —
☆XLI funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.2 1,300 +1,300 1 —
☆AIFD funds › TCW ETF TRUST NEW — 0.0% +0.0% 0.2 4,341 +4,341 1 —
☆AMT funds › AMERICAN TOWER CORP NEW TRIM — 0.0% -0.0% 0.2 1,463 -10 5 —
☆RF funds › REGIONS FINANCIAL CORP NEW NEW — 0.0% +0.0% 0.2 7,915 +7,915 1 —
☆SNPE funds › DBX ETF TR ADD — 0.0% +0.0% 0.2 3,466 +2 4 —
☆XLV funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.2 1,489 +1,489 1 —
☆CALF funds › PACER FDS TR NEW — 0.0% +0.0% 0.2 4,654 +4,654 1 —
☆DGRW funds › WISDOMTREE TR NEW — 0.0% +0.0% 0.2 2,456 +2,456 1 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.0% -0.0% 0.2 9,487 -17 5 —
☆WBD funds › WARNER BROS DISCOVERY INC ADD — 0.0% -0.0% 0.2 8,694 +65 3 —
☆ELCV funds › STRATEGY SHS NEW — 0.0% +0.0% 0.2 6,927 +6,927 1 —
☆CTAS funds › CINTAS CORP TRIM — 0.0% -0.0% 0.2 1,336 -39 2 —
☆WPM funds › WHEATON PRECIOUS METALS CORP HOLD — 0.0% -0.0% 0.2 2,016 +0 4 —
☆XSOE funds › WISDOMTREE TR NEW — 0.0% +0.0% 0.2 4,547 +4,547 1 —
☆NBIS funds › NEBIUS GROUP N.V. NEW — 0.0% +0.0% 0.2 810 +810 1 —
☆COF funds › CAPITAL ONE FINL CORP TRIM — 0.0% -0.0% 0.2 1,114 -14 5 —
☆PTNQ funds › PACER FDS TR NEW — 0.0% +0.0% 0.2 2,509 +2,509 1 —
☆OWL funds › BLUE OWL CAPITAL INC ADD — 0.0% +0.0% 0.2 25,337 +5,381 2 —
☆CSL funds › CARLISLE COS INC NEW — 0.0% +0.0% 0.2 609 +609 1 —
☆DIVB funds › ISHARES TR NEW — 0.0% +0.0% 0.2 3,577 +3,577 1 —
☆EMB funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 2,241 -2,691 5 —
☆IQLT funds › ISHARES TR NEW — 0.0% +0.0% 0.2 4,359 +4,359 1 —
☆JSI funds › JANUS DETROIT STR TR ADD — 0.0% -0.0% 0.2 4,209 +259 2 —
☆EA funds › ELECTRONIC ARTS INC NEW — 0.0% +0.0% 0.2 1,051 +1,051 1 —
☆HUBB funds › HUBBELL INC NEW — 0.0% +0.0% 0.2 411 +411 1 —
☆SUN funds › SUNOCO LP/SUNOCO FIN CORP HOLD — 0.0% -0.0% 0.2 3,171 +0 2 —
☆RBLX funds › ROBLOX CORP NEW — 0.0% +0.0% 0.2 3,923 +3,923 1 —
☆CPNJ funds › CALAMOS ETF TR ADD — 0.0% -0.0% 0.2 7,700 +90 5 —
☆VDE funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.2 1,416 +34 2 —
☆GNMA funds › ISHARES TR NEW — 0.0% +0.0% 0.2 4,798 +4,798 1 —
☆MKL funds › MARKEL GROUP INC NEW — 0.0% +0.0% 0.2 106 +106 1 —
☆SPYG funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.2 1,737 +1,737 1 —
☆XBI funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.2 1,305 +1,305 1 —
☆VRSK funds › VERISK ANALYTICS INC NEW — 0.0% +0.0% 0.2 1,150 +1,150 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
2026Q2 2,122 517 0.09 22% 0.010 0.444 — in
2026Q1 1,901 478 0.15 22% 0.010 0.325 — in
2025Q4 1,855 477 0.09 24% 0.011 0.416 — in
2025Q3 1,799 474 0.08 24% 0.011 0.429 — in
2025Q2 1,687 465 0.12 23% 0.011 0.389 — entered
2025Q1 1,523 448 0.00 21% 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