CIK 2002603
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-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 | 83.49% | 137 |
| Technology Hardware & Equipment | 3.22% | 9 |
| Pharmaceuticals & Biotechnology | 2.06% | 9 |
| Software | 1.80% | 5 |
| Chemicals | 1.49% | 3 |
| Banks | 1.03% | 9 |
| Specialty Retail | 0.88% | 7 |
| Software & IT Services | 0.68% | 4 |
| Semiconductors & Semiconductor Equipment | 0.62% | 5 |
| Utilities | 0.45% | 6 |
| Health Care Equipment & Supplies | 0.45% | 4 |
| Insurance | 0.42% | 4 |
| Tobacco | 0.39% | 2 |
| Oil, Gas & Consumable Fuels | 0.29% | 4 |
| Electrical Equipment & Components | 0.27% | 2 |
| Machinery | 0.25% | 5 |
| Commercial Services & Supplies | 0.24% | 2 |
| Food & Staples Retailing | 0.24% | 1 |
| Automobiles & Components | 0.17% | 2 |
| Beverages | 0.16% | 2 |
| Diversified Telecommunication Services | 0.15% | 3 |
| Equity Real Estate Investment Trusts (REITs) | 0.15% | 3 |
| Food Products | 0.13% | 1 |
| Marine | 0.13% | 1 |
| Road & Rail | 0.13% | 2 |
| Aerospace & Defense | 0.11% | 2 |
| Capital Markets | 0.11% | 2 |
| Distributors | 0.09% | 2 |
| Agricultural Products | 0.07% | 1 |
| Textiles, Apparel & Luxury Goods | 0.06% | 1 |
| Media & Entertainment | 0.06% | 1 |
| Paper & Forest Products | 0.05% | 1 |
| Entertainment | 0.05% | 1 |
| Hotels, Restaurants & Leisure | 0.04% | 1 |
| Airlines | 0.04% | 1 |
| Professional Services | 0.03% | 1 |
| # | Ticker | Name | Sector | Weight |
|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | Unclassified | 14.57% |
| 2 | EFA | ISHARES TR | Unclassified | 6.62% |
| 3 | BND | VANGUARD BD INDEX FDS | Unclassified | 6.34% |
| 4 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | Unclassified | 5.61% |
| 5 | VTI | VANGUARD INDEX FDS | Unclassified | 4.72% |
| 6 | VFMF | VANGUARD WELLINGTON FD | Unclassified | 3.97% |
| 7 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | Unclassified | 3.63% |
| 8 | VB | VANGUARD INDEX FDS | Unclassified | 3.08% |
| 9 | ANGL | VANECK ETF TRUST | Unclassified | 2.66% |
| 10 | IVE | ISHARES TR | Unclassified | 2.62% |
110/246 names classified · sector 16.9% of weight · industry 16.5% · mkt cap 16.9%; 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: 16.9% 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: 16.5% of book weight (108/246 names) · unclassified 83.5%: VOO, EFA, BND, SCHG, VTI, VFMF, DGRO, VB, ANGL, IVE +128 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 | VOOVANGUARD INDEX FDS | 143,098 | $88M | 14.6% | ADD 2% |
| 2 | EFAISHARES TR | 426,171 | $40M | 6.6% | ADD 27% |
| 3 | BNDVANGUARD BD INDEX FDS | 513,040 | $38M | 6.3% | ADD 112% |
| 4 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 1,057,059 | $34M | 5.6% | ADD 33% |
| 5 | VTIVANGUARD INDEX FDS | 86,520 | $28M | 4.7% | HOLD |
| 6 | VFMFVANGUARD WELLINGTON FD | 165,537 | $24M | 4.0% | NEW |
| 7 | DGROISHARES CORE DIVIDEND GROWTH ETF | 320,958 | $22M | 3.6% | ADD 46% |
| 8 | VBVANGUARD INDEX FDS | 72,802 | $19M | 3.1% | TRIM −47% |
| 9 | ANGLVANECK ETF TRUST | 537,307 | $16M | 2.7% | ADD 43% |
| 10 | IVEISHARES TR | 76,299 | $16M | 2.6% | HOLD |
| 11 | PSFFPACER FDS TR | 441,868 | $14M | 2.3% | TRIM −35% |
| 12 | CGGRCAPITAL GROUP GROWTH ETF | 302,039 | $13M | 2.2% | NEW |
| 13 | AAPLAPPLE INC | 51,649 | $13M | 2.2% | HOLD |
| 14 | BUFDFIRST TR EXCHNG TRADED FD VI | 445,824 | $12M | 2.0% | ADD 5% |
| 15 | LLYELI LILLY & CO | 11,271 | $9M | 1.4% | ADD 5% |
| 16 | PGPROCTER AND GAMBLE CO | 55,383 | $9M | 1.4% | TRIM −4% |
| 17 | MSFTMICROSOFT CORP | 15,300 | $8M | 1.3% | HOLD |
| 18 | AGGISHARES TR | 76,770 | $8M | 1.3% | ADD 37% |
| 19 | IVVISHARES TR | 11,111 | $7M | 1.2% | NEW |
| 20 | QTECFIRST TR EXCHANGE-TRADED FD | 29,805 | $7M | 1.1% | TRIM −3% |
| 21 | IJHISHARES TR | 96,813 | $6M | 1.1% | TRIM −7% |
| 22 | SPYSTATE STR SPDR S&P 500 ETF T | 9,338 | $6M | 1.0% | HOLD |
| 23 | FDNFIRST TR EXCHANGE-TRADED FD | 18,322 | $5M | 0.9% | TRIM −5% |
| 24 | DNOVFIRST TR EXCHNG TRADED FD VI | 107,362 | $5M | 0.8% | HOLD |
| 25 | FXLFIRST TR EXCHANGE-TRADED FD | 29,610 | $5M | 0.8% | HOLD |
| 26 | FVFIRST TR EXCHANGE TRADED FD | 67,216 | $4M | 0.7% | HOLD |
| 27 | USMVISHARES TR | 36,072 | $3M | 0.6% | TRIM −2% |
| 28 | JPMJPMORGAN CHASE & CO | 10,169 | $3M | 0.5% | HOLD |
| 29 | ROUSLATTICE STRATEGIES TR | 54,254 | $3M | 0.5% | HOLD |
| 30 | COWZPACER FDS TR | 54,266 | $3M | 0.5% | ADD 11% |
| 31 | DHRDANAHER CORP DEL | 14,959 | $3M | 0.5% | TRIM −41% |
| 32 | SECTNORTHERN LTS FD TR IV | 46,180 | $3M | 0.5% | ADD 9% |
| 33 | GOOGLALPHABET INC | 11,429 | $3M | 0.5% | ADD 2% |
| 34 | FXOFIRST TR EXCHANGE TRADED FD | 40,478 | $2M | 0.4% | TRIM −3% |
| 35 | BRK.BBERKSHIRE HATHAWAY INC DEL | 4,704 | $2M | 0.4% | ADD 9% |
| 36 | AMZNAMAZON COM INC | 9,794 | $2M | 0.4% | HOLD |
| 37 | QQQINVESCO QQQ TR | 3,437 | $2M | 0.3% | ADD 8% |
| 38 | NOBLPROSHARES TR | 19,808 | $2M | 0.3% | TRIM −4% |
| 39 | XJUNFIRST TR EXCHNG TRADED FD VI | 46,690 | $2M | 0.3% | HOLD |
| 40 | NVDANVIDIA CORPORATION | 10,493 | $2M | 0.3% | ADD 8% |
| 41 | VCSHVANGUARD SCOTTSDALE FDS | 24,047 | $2M | 0.3% | HOLD |
| 42 | TIPISHARES TR | 15,677 | $2M | 0.3% | HOLD |
| 43 | MRSHMARSH & MCLENNAN COS INC | 8,588 | $2M | 0.3% | HOLD |
| 44 | ORCLORACLE CORP | 6,068 | $2M | 0.3% | HOLD |
| 45 | IVWISHARES TR | 13,767 | $2M | 0.3% | NEW |
| 46 | SPYMSPDR SERIES TRUST | 20,971 | $2M | 0.3% | ADD 2% |
| 47 | SCHDSCHWAB STRATEGIC TR | 54,837 | $1M | 0.2% | TRIM −89% |
| 48 | KRKROGER CO | 21,014 | $1M | 0.2% | HOLD |
| 49 | ONEQFIDELITY COMWLTH TR | 15,409 | $1M | 0.2% | TRIM −9% |
| 50 | PSMRPACER FDS TR | 46,889 | $1M | 0.2% | TRIM −11% |
| 51 | ISRGINTUITIVE SURGICAL INC | 3,034 | $1M | 0.2% | ADD 17% |
| 52 | PMPHILIP MORRIS INTL INC | 8,238 | $1M | 0.2% | HOLD |
| 53 | BBINJ P MORGAN EXCHANGE TRADED F | 17,272 | $1M | 0.2% | TRIM −8% |
| 54 | QUALISHARES TR | 6,029 | $1M | 0.2% | HOLD |
| 55 | DBEFDBX ETF TR | 23,704 | $1M | 0.2% | TRIM −33% |
| 56 | TJULINNOVATOR ETFS TRUST | 36,479 | $1M | 0.2% | ADD 11% |
| 57 | XMMOINVESCO EXCHANGE TRADED FD T | 7,784 | $1M | 0.2% | HOLD |
| 58 | GEGE AEROSPACE | 3,454 | $1M | 0.2% | ADD 45% |
| 59 | MOALTRIA GROUP INC | 14,983 | $989,785 | 0.2% | HOLD |
| 60 | IYYISHARES TR | 6,000 | $974,868 | 0.2% | HOLD |
| 61 | DJANFIRST TR EXCHNG TRADED FD VI | 23,063 | $971,988 | 0.2% | HOLD |
| 62 | GFEBFIRST TR EXCHNG TRADED FD V | 23,879 | $968,771 | 0.2% | HOLD |
| 63 | XOMEXXON MOBIL CORP | 8,523 | $960,989 | 0.2% | ADD 12% |
| 64 | DAPRFIRST TR EXCHNG TRADED FD VI | 24,101 | $931,154 | 0.2% | HOLD |
| 65 | FTVFORTIVE CORP | 18,479 | $905,308 | 0.2% | HOLD |
| 66 | JNJJOHNSON & JOHNSON | 4,846 | $898,539 | 0.1% | ADD 10% |
| 67 | TSLATESLA INC | 2,002 | $890,329 | 0.1% | ADD 7% |
| 68 | VOVANGUARD INDEX FDS | 3,013 | $884,920 | 0.1% | HOLD |
| 69 | XLFSELECT SECTOR SPDR TR | 16,208 | $873,136 | 0.1% | TRIM −9% |
| 70 | SMHVANECK ETF TRUST | 2,660 | $868,118 | 0.1% | TRIM −9% |
| 71 | AVGOBROADCOM INC | 2,622 | $864,945 | 0.1% | ADD 25% |
| 72 | VVISA INC | 2,514 | $858,198 | 0.1% | HOLD |
| 73 | DDECFIRST TR EXCHNG TRADED FD VI | 18,798 | $822,788 | 0.1% | TRIM −6% |
| 74 | QJUNFIRST TR EXCHNG TRADED FD VI | 26,431 | $822,268 | 0.1% | HOLD |
| 75 | WMTWALMART INC | 7,977 | $822,059 | 0.1% | ADD 7% |
| 76 | XLKSELECT SECTOR SPDR TR | 2,912 | $820,776 | 0.1% | TRIM −13% |
| 77 | VUGVANGUARD INDEX FDS | 1,711 | $820,613 | 0.1% | ADD 66% |
| 78 | MDLZMONDELEZ INTL INC | 12,937 | $808,184 | 0.1% | HOLD |
| 79 | GMARFIRST TR EXCHNG TRADED FD VI | 20,041 | $803,644 | 0.1% | HOLD |
| 80 | XLCSELECT SECTOR SPDR TR | 6,736 | $797,329 | 0.1% | TRIM −10% |
| 81 | GOOGALPHABET INC | 3,267 | $795,591 | 0.1% | HOLD |
| 82 | SCHASCHWAB STRATEGIC TR | 28,496 | $795,028 | 0.1% | ADD 3% |
| 83 | RCLROYAL CARIBBEAN GROUP | 2,435 | $787,917 | 0.1% | HOLD |
| 84 | ABBVABBVIE INC | 3,360 | $778,057 | 0.1% | HOLD |
| 85 | ZDEKINNOVATOR ETFS TRUST | 30,755 | $776,871 | 0.1% | HOLD |
| 86 | SCHFSCHWAB STRATEGIC TR | 33,353 | $776,465 | 0.1% | ADD 3% |
| 87 | IWDISHARES TR | 3,700 | $753,330 | 0.1% | NEW |
| 88 | BSVVANGUARD BD INDEX FDS | 9,433 | $744,368 | 0.1% | TRIM −14% |
| 89 | DMAYFIRST TR EXCHNG TRADED FD VI | 16,594 | $735,454 | 0.1% | TRIM −3% |
| 90 | PEPPEPSICO INC | 5,237 | $735,433 | 0.1% | TRIM −11% |
| 91 | DAUGFIRST TR EXCHNG TRADED FD VI | 16,825 | $734,016 | 0.1% | TRIM −2% |
| 92 | MMM3M CO | 4,686 | $727,107 | 0.1% | HOLD |
| 93 | GAPRFIRST TR EXCHNG TRADED FD VI | 17,931 | $703,725 | 0.1% | HOLD |
| 94 | VTVANGUARD INTL EQUITY INDEX F | 5,079 | $699,886 | 0.1% | ADD 61% |
| 95 | VBRVANGUARD INDEX FDS | 3,324 | $693,762 | 0.1% | ADD 2% |
| 96 | VGTVANGUARD WORLD FD | 919 | $686,298 | 0.1% | ADD 9% |
| 97 | CSCOCISCO SYS INC | 9,687 | $662,798 | 0.1% | ADD 4% |
| 98 | SPYVSPDR SERIES TRUST | 11,765 | $650,957 | 0.1% | TRIM −3% |
| 99 | HDHOME DEPOT INC | 1,586 | $642,450 | 0.1% | HOLD |
| 100 | ADBEADOBE INC | 1,807 | $637,419 | 0.1% | TRIM −4% |
| 101 | ITOTISHARES TR | 4,359 | $634,888 | 0.1% | HOLD |
| 102 | LOWLOWES COS INC | 2,503 | $628,970 | 0.1% | HOLD |
| 103 | BUFRFIRST TR EXCHNG TRADED FD VI | 18,422 | $615,663 | 0.1% | ADD 6% |
| 104 | NOVMFIRST TR EXCHNG TRADED FD VI | 18,910 | $608,410 | 0.1% | HOLD |
| 105 | GSEPFIRST TR EXCHNG TRADED FD VI | 15,960 | $607,757 | 0.1% | TRIM −2% |
| 106 | NRGNRG ENERGY INC | 3,738 | $605,337 | 0.1% | HOLD |
| 107 | BMYBRISTOL-MYERS SQUIBB CO | 13,405 | $604,571 | 0.1% | HOLD |
| 108 | ZJULINNOVATOR ETFS TRUST | 21,007 | $603,531 | 0.1% | ADD 22% |
| 109 | GEVGE VERNOVA INC | 980 | $602,602 | 0.1% | ADD 37% |
| 110 | WECWEC ENERGY GROUP INC | 5,133 | $588,206 | 0.1% | HOLD |
| 111 | ZAUGINNOVATOR ETFS TRUST | 21,915 | $579,871 | 0.1% | ADD 42% |
| 112 | MAMASTERCARD INCORPORATED | 1,019 | $579,748 | 0.1% | HOLD |
| 113 | DJDINVESCO EXCHANGE TRADED FD T | 10,335 | $570,660 | 0.1% | HOLD |
| 114 | SKYYFIRST TR EXCHANGE-TRADED FD | 4,171 | $560,666 | 0.1% | HOLD |
| 115 | FDVVFIDELITY COVINGTON TRUST | 10,064 | $560,665 | 0.1% | HOLD |
| 116 | PNCPNC FINL SVCS GROUP INC | 2,733 | $549,168 | 0.1% | HOLD |
| 117 | AJULINNOVATOR ETFS TRUST | 18,559 | $531,159 | 0.1% | HOLD |
| 118 | ORLYOREILLY AUTOMOTIVE INC | 4,725 | $509,402 | 0.1% | HOLD |
| 119 | XSEPFIRST TR EXCHNG TRADED FD VI | 12,093 | $502,995 | 0.1% | HOLD |
| 120 | FSKFS KKR CAP CORP | 33,593 | $501,543 | 0.1% | ADD 10% |
| 121 | QMFEFIRST TR EXCHNG TRADED FD VI | 23,000 | $498,178 | 0.1% | HOLD |
| 122 | DUKDUKE ENERGY CORP NEW | 3,994 | $494,218 | 0.1% | ADD 6% |
| 123 | GMAYFIRST TR EXCHNG TRADED FD V | 12,174 | $492,682 | 0.1% | HOLD |
| 124 | AVUVAMERICAN CENTY ETF TR | 4,796 | $477,328 | 0.1% | NEW |
| 125 | BACBANK AMERICA CORP | 9,142 | $471,645 | 0.1% | ADD 3% |
| 126 | SGOVISHARES TR | 4,663 | $469,595 | 0.1% | NEW |
| 127 | VLTOVERALTO CORP | 4,402 | $469,309 | 0.1% | HOLD |
| 128 | CSXCSX CORP | 13,174 | $467,825 | 0.1% | ADD 3% |
| 129 | RTXRTX CORPORATION | 2,753 | $460,598 | 0.1% | ADD 15% |
| 130 | IJKISHARES TR | 4,791 | $459,409 | 0.1% | HOLD |
| 131 | GSGOLDMAN SACHS GROUP INC | 575 | $457,901 | 0.1% | HOLD |
| 132 | ABTABBOTT LABS | 3,335 | $446,693 | 0.1% | ADD 4% |
| 133 | IWMISHARES TR | 1,840 | $445,206 | 0.1% | TRIM −7% |
| 134 | BIDDBLACKROCK ETF TRUST | 15,901 | $444,994 | 0.1% | HOLD |
| 135 | LRCXLAM RESEARCH CORP | 3,310 | $443,209 | 0.1% | TRIM −3% |
| 136 | CEGCONSTELLATION ENERGY CORP | 1,324 | $435,689 | 0.1% | TRIM −8% |
| 137 | CCITIGROUP INC | 4,262 | $432,615 | 0.1% | TRIM −2% |
| 138 | AMDADVANCED MICRO DEVICES INC | 2,642 | $427,449 | 0.1% | ADD 3% |
| 139 | CTVACORTEVA INC | 6,110 | $413,208 | 0.1% | HOLD |
| 140 | PSMOPACER FDS TR | 13,491 | $406,754 | 0.1% | TRIM −53% |
| 141 | SEPMFIRST TR EXCHNG TRADED FD VI | 12,832 | $403,310 | 0.1% | ADD 20% |
| 142 | AVLVAMERICAN CENTY ETF TR | 5,531 | $399,705 | 0.1% | NEW |
| 143 | FITBFIFTH THIRD BANCORP | 8,966 | $399,452 | 0.1% | ADD 4% |
| 144 | MDTMEDTRONIC PLC | 4,169 | $397,036 | 0.1% | HOLD |
| 145 | DFEBFIRST TR EXCHNG TRADED FD VI | 8,527 | $396,817 | 0.1% | TRIM −4% |
| 146 | SCHXSCHWAB U.S. LARGE-CAP ETF | 14,964 | $394,160 | 0.1% | TRIM −97% |
| 147 | FIWFIRST TR EXCHANGE-TRADED FD | 3,470 | $389,855 | 0.1% | TRIM −4% |
| 148 | AXPAMERICAN EXPRESS CO | 1,174 | $389,800 | 0.1% | HOLD |
| 149 | NZFNUVEEN MUNICIPAL CREDIT INC | 30,830 | $387,225 | 0.1% | HOLD |
| 150 | FTCSFIRST TR EXCHANGE-TRADED FD | 4,122 | $385,984 | 0.1% | HOLD |
| 151 | AUGMFIRST TR EXCHNG TRADED FD VI | 11,314 | $380,634 | 0.1% | ADD 31% |
| 152 | ZSEPINNOVATOR ETFS TRUST | 14,230 | $376,961 | 0.1% | NEW |
| 153 | CTASCINTAS CORP | 1,828 | $375,215 | 0.1% | HOLD |
| 154 | IBMINTERNATIONAL BUSINESS MACHS | 1,323 | $373,160 | 0.1% | TRIM −7% |
| 155 | SCHESCHWAB STRATEGIC TR | 11,127 | $371,319 | 0.1% | TRIM −3% |
| 156 | VIGVANGUARD SPECIALIZED FUNDS | 1,647 | $355,513 | 0.1% | ADD 27% |
| 157 | ZMARINNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR MARCH | 12,898 | $349,280 | 0.1% | HOLD |
| 158 | EQREQUITY RESIDENTIAL | 5,390 | $348,895 | 0.1% | HOLD |
| 159 | NFLXNETFLIX INC | 288 | $345,289 | 0.1% | ADD 3% |
| 160 | PECOPHILLIPS EDISON & CO INC | 10,012 | $343,712 | 0.1% | HOLD |
| 161 | TSCOTRACTOR SUPPLY CO | 6,027 | $342,755 | 0.1% | HOLD |
| 162 | TAT&T INC | 12,129 | $342,536 | 0.1% | TRIM −35% |
| 163 | DJUNFT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE | 7,357 | $342,108 | 0.1% | TRIM −2% |
| 164 | CRMSALESFORCE INC | 1,443 | $341,920 | 0.1% | TRIM −13% |
| 165 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 5,744 | $338,006 | 0.1% | HOLD |
| 166 | VZVERIZON COMMUNICATIONS INC | 7,527 | $330,824 | 0.1% | HOLD |
| 167 | GILDGILEAD SCIENCES INC | 2,920 | $324,120 | 0.1% | HOLD |
| 168 | FFBCFIRST FINL BANCORP OH | 12,784 | $322,796 | 0.1% | HOLD |
| 169 | SOSOUTHERN CO | 3,310 | $313,652 | 0.1% | TRIM −15% |
| 170 | FVDFIRST TR EXCHANGE-TRADED FD | 6,732 | $311,288 | 0.1% | ADD 14% |
| 171 | VNTVONTIER CORPORATION | 7,385 | $309,948 | 0.1% | HOLD |
| 172 | CATCATERPILLAR INC | 649 | $309,784 | 0.1% | HOLD |
| 173 | FBTFirst Trust NYSE Arca Biotech ETF | 1,712 | $306,944 | 0.1% | HOLD |
| 174 | ZFEBINNOVATOR ETFS TRUST | 12,260 | $306,010 | 0.1% | TRIM −14% |
| 175 | KMBKIMBERLY-CLARK CORP | 2,441 | $303,498 | 0.1% | HOLD |
| 176 | ELVELEVANCE HEALTH INC FORMERLY | 937 | $302,883 | 0.1% | HOLD |
| 177 | UNPUNION PAC CORP | 1,266 | $299,255 | 0.0% | HOLD |
| 178 | FXUFIRST TR EXCHANGE TRADED FD | 6,575 | $298,834 | 0.0% | TRIM −5% |
| 179 | DJULFIRST TR EXCHNG TRADED FD VI | 6,364 | $297,167 | 0.0% | HOLD |
| 180 | XELXCEL ENERGY INC | 3,652 | $294,559 | 0.0% | HOLD |
| 181 | LRGFISHARES TR | 4,246 | $293,314 | 0.0% | HOLD |
| 182 | RLYSSGA ACTIVE ETF TR | 9,424 | $291,015 | 0.0% | HOLD |
| 183 | COPCONOCOPHILLIPS | 3,066 | $290,058 | 0.0% | ADD 5% |
| 184 | FDLFirst Trust Morningstar Div Leaders ETF | 6,663 | $289,241 | 0.0% | ADD 18% |
| 185 | CINFCINCINNATI FINL CORP | 1,828 | $289,040 | 0.0% | HOLD |
| 186 | DISDISNEY WALT CO | 2,518 | $288,366 | 0.0% | TRIM −18% |
| 187 | IWFISHARES TR | 614 | $287,690 | 0.0% | ADD 14% |
| 188 | DSEPFIRST TR EXCHNG TRADED FD VI | 6,492 | $286,946 | 0.0% | TRIM −6% |
| 189 | QSPTFIRST TR EXCHNG TRADED FD VI | 9,184 | $285,163 | 0.0% | HOLD |
| 190 | VVVANGUARD INDEX FDS | 924 | $284,463 | 0.0% | ADD 3% |
| 191 | GPCGENUINE PARTS CO | 2,047 | $283,714 | 0.0% | ADD 7% |
| 192 | CATHGLOBAL X FDS | 3,500 | $283,705 | 0.0% | HOLD |
| 193 | METAMETA PLATFORMS INC | 385 | $282,922 | 0.0% | ADD 11% |
| 194 | MASMASCO CORP | 3,994 | $281,138 | 0.0% | HOLD |
| 195 | CVXCHEVRON CORP NEW | 1,782 | $276,744 | 0.0% | TRIM −5% |
| 196 | SNXSYNNEX CORP | 1,687 | $276,246 | 0.0% | HOLD |
| 197 | PFEPFIZER INC | 10,768 | $274,363 | 0.0% | HOLD |
| 198 | PANWPALO ALTO NETWORKS INC | 1,346 | $274,073 | 0.0% | HOLD |
| 199 | RALRALLIANT CORP | 6,159 | $269,333 | 0.0% | NEW |
| 200 | VIOGVANGUARD ADMIRAL FDS INC | 2,212 | $269,333 | 0.0% | HOLD |
Where this firm's principals came from and which firms its alumni went on to found.