CIK 1963478
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2024-Q2. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).
Computing…
Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.
| Industry group | Weight | Names |
|---|---|---|
| Unclassified | 78.63% | 223 |
| Semiconductors & Semiconductor Equipment | 3.93% | 14 |
| Banks | 3.77% | 13 |
| Software | 2.49% | 19 |
| Technology Hardware & Equipment | 1.35% | 10 |
| Commercial Services & Supplies | 1.22% | 16 |
| Specialty Retail | 1.00% | 10 |
| Pharmaceuticals & Biotechnology | 0.84% | 19 |
| Entertainment | 0.78% | 4 |
| Software & IT Services | 0.72% | 12 |
| Chemicals | 0.68% | 9 |
| Oil, Gas & Consumable Fuels | 0.57% | 14 |
| Automobiles & Components | 0.56% | 5 |
| Insurance | 0.49% | 7 |
| Media & Entertainment | 0.38% | 5 |
| Marine | 0.33% | 5 |
| Utilities | 0.29% | 14 |
| Equity Real Estate Investment Trusts (REITs) | 0.28% | 8 |
| Capital Markets | 0.28% | 6 |
| Real Estate Management & Development | 0.25% | 2 |
| Life Sciences Tools & Services | 0.24% | 1 |
| Aerospace & Defense | 0.24% | 6 |
| Metals & Mining | 0.23% | 9 |
| Hotels, Restaurants & Leisure | 0.09% | 9 |
| Machinery | 0.07% | 9 |
| Beverages | 0.06% | 4 |
| Tobacco | 0.05% | 2 |
| Food Products | 0.03% | 2 |
| Distributors | 0.03% | 4 |
| Diversified Telecommunication Services | 0.02% | 3 |
| Construction & Engineering | 0.02% | 3 |
| Electrical Equipment & Components | 0.02% | 4 |
| Health Care Providers & Services | 0.02% | 5 |
| Professional Services | 0.01% | 3 |
| Construction Materials | 0.01% | 1 |
| Communications Equipment | 0.01% | 3 |
| Health Care Equipment & Supplies | 0.01% | 3 |
| Diversified Consumer Services | 0.01% | 1 |
| Airlines | 0.00% | 2 |
| Leisure Products | 0.00% | 1 |
| Textiles, Apparel & Luxury Goods | 0.00% | 2 |
| Food & Staples Retailing | 0.00% | 2 |
| Agricultural Products | 0.00% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | Unclassified | 10.12% |
| 2 | QQQ | INVESCO QQQ TR | Unclassified | 9.28% |
| 3 | VUG | VANGUARD INDEX FDS | Unclassified | 4.43% |
| 4 | CLOI | VANECK ETF TRUST | Unclassified | 3.47% |
| 5 | IVV | ISHARES TR | Unclassified | 3.09% |
| 6 | VTV | VANGUARD INDEX FDS | Unclassified | 2.90% |
| 7 | NVDA | NVIDIA CORP | Information Technology | 2.51% |
| 8 | USMV | ISHARES TR | Unclassified | 2.44% |
| 9 | IJH | ISHARES TR | Unclassified | 2.44% |
| 10 | MOAT | VANECK ETF TRUST | Unclassified | 2.41% |
273/495 names classified · sector 21.7% of weight · industry 21.4% · mkt cap 21.1%; unclassified names shown, never dropped.
Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 21.7% of the book is sector-classified (unclassified names shown, never dropped).
Only 16% of book weight classified — the grid is NOT representative of the whole book.
Classified: 15.8% of book weight (217/485 names) · unclassified 84.2%: SGOV, QQQ, VUG, CLOI, IVV, VTV, USMV, IJH, MOAT, GLD +258 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.
No contribution data for this period.
| # | Security | Shares | Value | Weight | Δ QoQ |
|---|---|---|---|---|---|
| 1 | SGOVISHARES TR | 147,422 | $15M | 10.1% | TRIM −4% |
| 2 | QQQINVESCO QQQ TR | 27,909 | $14M | 9.3% | ADD 7% |
| 3 | VUGVANGUARD INDEX FDS | 16,952 | $7M | 4.4% | ADD 6% |
| 4 | CLOIVANECK ETF TRUST | 96,168 | $5M | 3.5% | ADD 9% |
| 5 | IVVISHARES TR | 7,853 | $5M | 3.1% | HOLD |
| 6 | VTVVANGUARD INDEX FDS | 24,371 | $4M | 2.9% | TRIM −7% |
| 7 | NVDANVIDIA CORPORATION | 30,382 | $4M | 2.5% | ADD 8% |
| 8 | USMVISHARES TR | 39,295 | $4M | 2.4% | TRIM −14% |
| 9 | IJHISHARES TR | 57,496 | $4M | 2.4% | ADD 11% |
| 10 | MOATVANECK ETF TRUST | 36,515 | $4M | 2.4% | TRIM −12% |
| 11 | GLDSPDR GOLD TR | 12,704 | $3M | 2.1% | ADD 53% |
| 12 | VOOVANGUARD INDEX FDS | 5,587 | $3M | 2.0% | ADD 31% |
| 13 | BUFRFIRST TR EXCHNG TRADED FD VI | 84,440 | $3M | 1.7% | TRIM −24% |
| 14 | MUBISHARES TR | 21,788 | $2M | 1.6% | ADD 9% |
| 15 | IXNISHARES TR | 25,663 | $2M | 1.4% | HOLD |
| 16 | USDUWISDOMTREE TR | 79,493 | $2M | 1.4% | TRIM −12% |
| 17 | MSFTMICROSOFT CORP | 4,435 | $2M | 1.3% | ADD 28% |
| 18 | FTSMFIRST TR EXCHANGE-TRADED FD | 31,407 | $2M | 1.3% | ADD 1167% |
| 19 | MAGSLISTED FDS TR | 39,216 | $2M | 1.3% | NEW |
| 20 | AAPLAPPLE INC | 7,611 | $2M | 1.2% | TRIM −7% |
| 21 | BTALAGF INVTS TR | 85,335 | $2M | 1.1% | ADD 49% |
| 22 | BILSPDR SERIES TRUST | 17,421 | $2M | 1.1% | TRIM −18% |
| 23 | TLTISHARES TR | 15,513 | $2M | 1.0% | ADD 75% |
| 24 | CLSKCLEANSPARK INC | 142,554 | $1M | 0.9% | ADD 125% |
| 25 | IRENIREN LIMITED | 154,681 | $1M | 0.9% | ADD 95% |
| 26 | LMBSFIRST TR EXCHANGE-TRADED FD | 24,277 | $1M | 0.8% | TRIM −19% |
| 27 | XMPTVANECK ETF TRUST | 50,504 | $1M | 0.8% | ADD 25% |
| 28 | VVVANGUARD INDEX FDS | 4,358 | $1M | 0.8% | ADD 5% |
| 29 | SCHDSCHWAB STRATEGIC TR | 13,519 | $1M | 0.8% | TRIM −6% |
| 30 | DISDISNEY WALT CO | 11,714 | $1M | 0.8% | HOLD |
| 31 | TFLOISHARES TR | 21,838 | $1M | 0.8% | TRIM −8% |
| 32 | MARAMARA HOLDINGS INC | 64,276 | $1M | 0.7% | ADD 27% |
| 33 | AMZNAMAZON COM INC | 5,483 | $1M | 0.7% | ADD 17% |
| 34 | GBTCGRAYSCALE BITCOIN TRUST ETF | 19,909 | $1M | 0.7% | HOLD |
| 35 | QQQMINVESCO EXCH TRADED FD TR II | 4,990 | $1M | 0.7% | ADD 4% |
| 36 | GOOGALPHABET INC | 5,535 | $925,314 | 0.6% | ADD 3% |
| 37 | VTIVANGUARD INDEX FDS | 3,117 | $882,573 | 0.6% | HOLD |
| 38 | BUFQFIRST TR EXCHNG TRADED FD VI | 28,035 | $850,862 | 0.6% | TRIM −26% |
| 39 | TSLATESLA INC | 3,095 | $809,745 | 0.6% | ADD 52% |
| 40 | AMDADVANCED MICRO DEVICES INC | 4,899 | $803,828 | 0.5% | ADD 37% |
| 41 | IEFISHARES TR | 8,087 | $793,496 | 0.5% | TRIM −7% |
| 42 | WGMIVALKYRIE ETF TRUST II | 40,642 | $772,604 | 0.5% | TRIM −5% |
| 43 | CIFRCIPHER MINING INC | 196,584 | $760,780 | 0.5% | ADD 382% |
| 44 | PCTPURECYCLE TECHNOLOGIES INC | 77,027 | $731,757 | 0.5% | ADD 17% |
| 45 | ENPHENPHASE ENERGY INC | 6,334 | $715,869 | 0.5% | TRIM −4% |
| 46 | AIRRFirst Trust RBA Amern Indl Renaissance ETF | 9,508 | $709,966 | 0.5% | ADD 12% |
| 47 | LLYELI LILLY & CO | 782 | $692,869 | 0.5% | TRIM −20% |
| 48 | FNDXSCHWAB STRATEGIC TR | 9,458 | $678,706 | 0.5% | TRIM −21% |
| 49 | BABAALIBABA GROUP HLDG LTD | 6,347 | $673,544 | 0.5% | TRIM −7% |
| 50 | ADBEADOBE INC | 1,261 | $652,921 | 0.4% | ADD 126% |
| 51 | TQQQPROSHARES TR | 8,684 | $629,503 | 0.4% | ADD 18% |
| 52 | IBITISHARES BITCOIN TRUST ETF | 17,213 | $621,906 | 0.4% | TRIM −26% |
| 53 | IWFISHARES TR | 1,614 | $606,026 | 0.4% | ADD 4% |
| 54 | XLESELECT SECTOR SPDR TR | 6,662 | $584,917 | 0.4% | TRIM −35% |
| 55 | MGCVanguard Mega Cap ETF | 2,654 | $548,423 | 0.4% | ADD 30% |
| 56 | MSTRSTRATEGY INC | 3,170 | $534,462 | 0.4% | ADD 1032% |
| 57 | UNHUNITEDHEALTH GROUP INC | 908 | $530,889 | 0.4% | ADD 1197% |
| 58 | BUFDFIRST TR EXCHNG TRADED FD VI | 21,196 | $530,748 | 0.4% | ADD 11% |
| 59 | VFLOVICTORY PORTFOLIOS II | 15,896 | $529,337 | 0.4% | TRIM −46% |
| 60 | JEPIJPMorgan Equity Premium Income ETF | 8,817 | $524,700 | 0.4% | TRIM −43% |
| 61 | SHVISHARES TR | 4,737 | $524,054 | 0.4% | ADD 18% |
| 62 | UBERUBER TECHNOLOGIES INC | 6,962 | $523,264 | 0.4% | TRIM −2% |
| 63 | SOFISoFi Technologies, Ince | 61,536 | $483,673 | 0.3% | TRIM −10% |
| 64 | SNPSSYNOPSYS INC | 936 | $473,981 | 0.3% | ADD 72% |
| 65 | DBMFLITMAN GREGORY FDS TR | 16,331 | $459,391 | 0.3% | TRIM −32% |
| 66 | GLNGGOLAR LNG LTD BERMUDA | 12,479 | $458,728 | 0.3% | NEW |
| 67 | IJRISHARES TR | 3,909 | $457,197 | 0.3% | TRIM −10% |
| 68 | SDVYFIRST TR EXCHANGE TRADED FD | 12,060 | $438,731 | 0.3% | TRIM −30% |
| 69 | SMOTVANECK ETF TRUST | 12,452 | $436,194 | 0.3% | TRIM −28% |
| 70 | FVDFIRST TR EXCHANGE-TRADED FD | 9,569 | $435,294 | 0.3% | TRIM −19% |
| 71 | MAMASTERCARD INCORPORATED | 860 | $424,668 | 0.3% | ADD 5633% |
| 72 | XOMEXXON MOBIL CORP | 3,564 | $417,807 | 0.3% | ADD 123% |
| 73 | BRK.BBERKSHIRE HATHAWAY INC DEL | 899 | $413,774 | 0.3% | ADD 1283% |
| 74 | XLUSELECT SECTOR SPDR TR | 5,072 | $409,688 | 0.3% | ADD 32% |
| 75 | AFLGFIRST TR EXCHNG TRADED FD VI | 11,957 | $407,973 | 0.3% | TRIM −25% |
| 76 | SDYSPDR SER TR | 2,740 | $389,190 | 0.3% | HOLD |
| 77 | RDVYFIRST TR EXCHANGE TRADED FD | 6,430 | $380,718 | 0.3% | ADD 2% |
| 78 | AVGOBROADCOM INC | 2,140 | $369,150 | 0.3% | ADD 1246% |
| 79 | CBRECBRE GROUP INC | 2,940 | $365,971 | 0.2% | NEW |
| 80 | MGOVFIRST TR EXCHANGE-TRADED FD | 17,338 | $361,844 | 0.2% | NEW |
| 81 | TXG10X GENOMICS INC | 15,582 | $351,842 | 0.2% | ADD 43183% |
| 82 | VOEVANGUARD INDEX FDS | 2,094 | $351,101 | 0.2% | HOLD |
| 83 | CRWDCROWDSTRIKE HLDGS INC | 1,205 | $337,966 | 0.2% | HOLD |
| 84 | BANK MONTREAL QUE | 822 | $336,675 | 0.2% | ADD 63% |
| 85 | BITBBITWISE BITCOIN ETF TR | 9,512 | $329,020 | 0.2% | ADD 17% |
| 86 | SRPTSAREPTA THERAPEUTICS INC | 2,622 | $327,462 | 0.2% | NEW |
| 87 | MGKVanguard Mega Cap Growth ETF | 1,002 | $322,594 | 0.2% | ADD 110% |
| 88 | NDAQNASDAQ INC | 4,403 | $321,463 | 0.2% | NEW |
| 89 | IUSGISHARES TR | 2,404 | $317,136 | 0.2% | HOLD |
| 90 | POCTINNOVATOR S&P 500 POWER BUFFER ETF | 7,287 | $283,829 | 0.2% | NEW |
| 91 | CHTRCHARTER COMMUNICATIONS INC | 866 | $280,653 | 0.2% | NEW |
| 92 | VOVANGUARD INDEX FDS | 1,045 | $275,702 | 0.2% | HOLD |
| 93 | NFLXNETFLIX INC | 379 | $268,813 | 0.2% | ADD 25% |
| 94 | FSKFS KKR CAP CORP | 13,276 | $261,935 | 0.2% | HOLD |
| 95 | XARSPDR SERIES TRUST | 1,658 | $260,870 | 0.2% | ADD 22% |
| 96 | NOCNORTHROP GRUMMAN CORP | 446 | $235,519 | 0.2% | NEW |
| 97 | NRGNRG ENERGY INC | 2,494 | $227,203 | 0.2% | TRIM −42% |
| 98 | VBRVANGUARD INDEX FDS | 1,109 | $222,590 | 0.2% | HOLD |
| 99 | BLOKAMPLIFY ETF TR | 5,807 | $217,879 | 0.1% | TRIM −15% |
| 100 | ARKKARK ETF TR | 4,573 | $217,355 | 0.1% | HOLD |
| 101 | CVXCHEVRON CORP NEW | 1,441 | $212,196 | 0.1% | TRIM −5% |
| 102 | USFRWISDOMTREE TR | 4,205 | $211,175 | 0.1% | ADD 2% |
| 103 | GSYINVESCO ACTIVELY MANAGED EXC | 4,086 | $205,035 | 0.1% | TRIM −16% |
| 104 | SPYSTATE STR SPDR S&P 500 ETF T | 353 | $202,508 | 0.1% | ADD 92% |
| 105 | IWPISHARES TR | 1,725 | $202,325 | 0.1% | HOLD |
| 106 | MAAMID-AMER APT CMNTYS INC | 1,141 | $181,305 | 0.1% | NEW |
| 107 | AGGISHARES TR | 1,784 | $180,707 | 0.1% | HOLD |
| 108 | VOTVANGUARD INDEX FDS | 710 | $172,864 | 0.1% | HOLD |
| 109 | XLKSELECT SECTOR SPDR TR | 755 | $170,449 | 0.1% | ADD 6% |
| 110 | SMHVANECK ETF TRUST | 684 | $167,888 | 0.1% | ADD 1144% |
| 111 | HWMHOWMET AEROSPACE INC | 1,672 | $167,618 | 0.1% | NEW |
| 112 | MTUMISHARES TR | 814 | $165,047 | 0.1% | ADD 57% |
| 113 | GDXVANECK ETF TRUST GOLD MINERS ETF | 4,143 | $164,965 | 0.1% | HOLD |
| 114 | ADSKAUTODESK INC | 592 | $163,084 | 0.1% | TRIM −57% |
| 115 | CHDCHURCH & DWIGHT CO INC | 1,450 | $151,844 | 0.1% | NEW |
| 116 | DIGPROSHARES TR | 3,835 | $147,417 | 0.1% | ADD 55% |
| 117 | SOXLDIREXION SHS ETF TR | 3,939 | $144,483 | 0.1% | TRIM −58% |
| 118 | XHBSPDR SERIES TRUST | 1,101 | $137,141 | 0.1% | TRIM −21% |
| 119 | CMACOMERICA INC | 2,254 | $135,037 | 0.1% | HOLD |
| 120 | IEIISHARES TR | 1,123 | $134,317 | 0.1% | NEW |
| 121 | FICOFAIR ISAAC CORP | 69 | $134,103 | 0.1% | NEW |
| 122 | IYWISHARES TR | 878 | $133,122 | 0.1% | TRIM −6% |
| 123 | PCHPOTLATCHDELTIC CORPORATION | 2,909 | $131,050 | 0.1% | TRIM −19% |
| 124 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 1,257 | $130,954 | 0.1% | ADD 178% |
| 125 | FMBFirst Trust Managed Municipal ETF | 2,499 | $129,848 | 0.1% | TRIM −3% |
| 126 | IVTINVENTRUST PPTYS CORP | 4,509 | $127,920 | 0.1% | TRIM −23% |
| 127 | XLGINVESCO EXCHANGE TRADED FD T | 2,691 | $127,903 | 0.1% | ADD 11% |
| 128 | AJGGALLAGHER ARTHUR J & CO | 446 | $125,494 | 0.1% | TRIM −6% |
| 129 | BSVVANGUARD BD INDEX FDS | 1,594 | $125,446 | 0.1% | TRIM −12% |
| 130 | VOOGVANGUARD ADMIRAL FDS INC | 352 | $121,542 | 0.1% | ADD 1114% |
| 131 | VWOVANGUARD INTL EQUITY INDEX F | 2,474 | $118,381 | 0.1% | TRIM −13% |
| 132 | WMTWALMART INC | 1,440 | $116,317 | 0.1% | HOLD |
| 133 | BUGGLOBAL X FDS | 3,644 | $112,782 | 0.1% | HOLD |
| 134 | ARMARM HOLDINGS PLC | 770 | $110,118 | 0.1% | NEW |
| 135 | FICSFIRST TR EXCHANGE TRADED FD | 2,903 | $108,804 | 0.1% | HOLD |
| 136 | VCSHVANGUARD SCOTTSDALE FDS | 1,360 | $107,989 | 0.1% | HOLD |
| 137 | MMTMSPDR SERIES TRUST | 423 | $106,401 | 0.1% | HOLD |
| 138 | CMCCOMMERCIAL METALS CO | 1,910 | $104,974 | 0.1% | HOLD |
| 139 | XLRESELECT SECTOR SPDR TR | 2,343 | $104,662 | 0.1% | ADD 70% |
| 140 | TJXTJX COS INC NEW | 858 | $100,849 | 0.1% | TRIM −5% |
| 141 | DVNDEVON ENERGY CORP NEW | 2,452 | $95,941 | 0.1% | TRIM −41% |
| 142 | IBMINTERNATIONAL BUSINESS MACHS | 433 | $95,786 | 0.1% | HOLD |
| 143 | VONGVANGUARD SCOTTSDALE FDS | 990 | $95,555 | 0.1% | ADD 12% |
| 144 | MCDMCDONALDS CORP | 311 | $94,753 | 0.1% | ADD 149% |
| 145 | OIHVANECK ETF TRUST | 319 | $90,503 | 0.1% | TRIM −58% |
| 146 | FXOFIRST TR EXCHANGE TRADED FD | 1,713 | $87,586 | 0.1% | HOLD |
| 147 | XLFSELECT SECTOR SPDR TR | 1,928 | $87,377 | 0.1% | TRIM −52% |
| 148 | SOXXISHARES TR | 374 | $86,241 | 0.1% | ADD 45% |
| 149 | CSCOCISCO SYS INC | 1,620 | $86,193 | 0.1% | HOLD |
| 150 | HODLVANECK BITCOIN ETF | 1,185 | $85,119 | 0.1% | ADD 38% |
| 151 | HDHOME DEPOT INC | 204 | $82,530 | 0.1% | HOLD |
| 152 | MASIMASIMO CORP | 597 | $79,598 | 0.1% | HOLD |
| 153 | PLTRPALANTIR TECHNOLOGIES INC | 2,137 | $79,496 | 0.1% | HOLD |
| 154 | BLKBLACKROCK INC | 81 | $76,872 | 0.1% | NEW |
| 155 | VEAVANGUARD TAX-MANAGED FDS | 1,400 | $73,947 | 0.1% | TRIM −79% |
| 156 | CATCATERPILLAR INC | 183 | $71,682 | 0.0% | HOLD |
| 157 | COSTCOSTCO WHSL CORP NEW | 80 | $70,922 | 0.0% | NEW |
| 158 | PDBCINVESCO ACTVELY MNGD ETC FD | 5,258 | $70,615 | 0.0% | TRIM −54% |
| 159 | PGPROCTER AND GAMBLE CO | 394 | $68,190 | 0.0% | HOLD |
| 160 | VBKVANGUARD INDEX FDS | 244 | $65,315 | 0.0% | ADD 9% |
| 161 | FPXFIRST TR EXCHANGE-TRADED FD | 573 | $63,139 | 0.0% | TRIM −13% |
| 162 | IWSISHARES TR | 475 | $62,819 | 0.0% | HOLD |
| 163 | MRKMERCK & CO INC | 528 | $60,003 | 0.0% | HOLD |
| 164 | EMLPFirst TR. Ex. Tr. FD N. American Energy | 1,768 | $59,405 | 0.0% | HOLD |
| 165 | KRGKITE RLTY GROUP TR | 2,226 | $59,123 | 0.0% | TRIM −58% |
| 166 | GRAYSCALE BITCOIN MINI TR BT | 10,132 | $57,043 | 0.0% | NEW |
| 167 | SHWSHERWIN WILLIAMS CO | 145 | $55,342 | 0.0% | ADD 32% |
| 168 | SPHQINVESCO EXCHANGE TRADED FD T | 814 | $54,758 | 0.0% | ADD 179% |
| 169 | JPMJPMORGAN CHASE & CO | 256 | $53,949 | 0.0% | HOLD |
| 170 | PMPHILIP MORRIS INTL INC | 430 | $52,244 | 0.0% | HOLD |
| 171 | JNJJOHNSON & JOHNSON | 302 | $48,898 | 0.0% | HOLD |
| 172 | METAMETA PLATFORMS INC | 84 | $48,091 | 0.0% | TRIM −91% |
| 173 | IWMISHARES TR | 217 | $47,966 | 0.0% | HOLD |
| 174 | GOOGLALPHABET INC | 284 | $47,181 | 0.0% | HOLD |
| 175 | VCLTVANGUARD SCOTTSDALE FDS | 578 | $46,919 | 0.0% | HOLD |
| 176 | ABBVABBVIE INC | 236 | $46,621 | 0.0% | HOLD |
| 177 | PRUPRUDENTIAL FINL INC | 382 | $46,204 | 0.0% | HOLD |
| 178 | AOKISHARES TR | 1,175 | $45,431 | 0.0% | HOLD |
| 179 | PEPPEPSICO INC | 261 | $44,389 | 0.0% | HOLD |
| 180 | VGLTVANGUARD SCOTTSDALE FDS | 715 | $43,976 | 0.0% | HOLD |
| 181 | COPCONOCOPHILLIPS | 416 | $43,825 | 0.0% | HOLD |
| 182 | SOSOUTHERN CO | 474 | $42,745 | 0.0% | HOLD |
| 183 | RSPINVESCO EXCHANGE TRADED FD T | 235 | $42,042 | 0.0% | ADD 46% |
| 184 | ICVTISHARES TR CONV BD ETF | 498 | $41,668 | 0.0% | TRIM −32% |
| 185 | IWYISHARES TR | 189 | $41,589 | 0.0% | ADD 78% |
| 186 | CCJCAMECO CORP | 864 | $41,265 | 0.0% | HOLD |
| 187 | IWOISHARES TR | 140 | $39,760 | 0.0% | HOLD |
| 188 | KNGFIRST TR EXCHANGE-TRADED FD | 726 | $39,552 | 0.0% | ADD 15% |
| 189 | KMIKINDER MORGAN INC DEL | 1,769 | $39,078 | 0.0% | TRIM −4% |
| 190 | FENYFIDELITY COVINGTON TRUST | 1,619 | $38,986 | 0.0% | NEW |
| 191 | NKENIKE INC | 435 | $38,454 | 0.0% | ADD 53% |
| 192 | FLMIFRANKLIN TEMPLETON ETF TR | 1,500 | $37,515 | 0.0% | HOLD |
| 193 | MRVLMARVELL TECHNOLOGY INC | 509 | $36,709 | 0.0% | TRIM −19% |
| 194 | KOCOCA COLA CO | 509 | $36,568 | 0.0% | HOLD |
| 195 | VNQVANGUARD INDEX FDS | 353 | $34,390 | 0.0% | ADD 6% |
| 196 | QTECFIRST TR EXCHANGE-TRADED FD | 174 | $33,288 | 0.0% | TRIM −71% |
| 197 | FNGSBANK MONTREAL MEDIUM | 662 | $32,709 | 0.0% | NEW |
| 198 | SKYYFIRST TR EXCHANGE-TRADED FD | 316 | $32,314 | 0.0% | ADD 5% |
| 199 | MDLZMONDELEZ INTL INC | 436 | $32,086 | 0.0% | HOLD |
| 200 | GDGENERAL DYNAMICS CORP | 105 | $31,720 | 0.0% | HOLD |
Where this firm's principals came from and which firms its alumni went on to found.